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In-Basin Observations

In-Basin Observations

By: Upright Digital
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About this listen

 Daniel Energy Partners is an independent energy market intelligence firm focused on the Oil Service and Capital Equipment sectors. The foundation of our research is derived from in-basin field trips and discussions with industry executives, both public and private. Our research includes regular factory and facility tours as well as active trade show participation. We supplement our research with analysis of public company commentary such as earnings conference calls, press releases and other public disclosures. Our founder is often considered the original boots-on-the-ground oil service research analyst whose knowledge is supplemented through many years working in the U.S. oil service industry.Upright Digital Economics
Episodes
  • Episode 50: Simon Lawrie (Vulcan)

    Episode 50: Simon Lawrie (Vulcan)
    Jun 22 2025

    This week on In Basin Observations, Bill sits down with Vulcan Industrial President Simon Lawrie from their Houston headquarters to talk manufacturing in a market shaped by volatility and opportunity. In 2025 Vulcan is leaning into high-performance machining and customer-driven innovation. Simon shares how the company was founded, navigating tariffs, and innovation in the oilfield.SS
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    32 mins
  • Episode 49: Doug Terreson.

    Episode 49: Doug Terreson.
    Jun 8 2025

    In this week’s episode of The DEP In-Basin Observations podcast, Bill Austin and Geoff Jay sit down with industry veteran Doug Terreson to unpack his new book, Can’t Deny It, a blend of memoir and market dissection shaped by a decades-long career in energy equity research. The conversation explores how capital discipline displaced growth-at-any-cost thinking, with Doug offering candid reflections on super mergers, the shale revolution, and the investment paradigm shift that followed.
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    41 mins
  • Episode 48 : Ryan Ezell (flotek)

    Episode 48 : Ryan Ezell (flotek)
    Apr 13 2025

    Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive
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    29 mins

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