Episodes

  • EP39 Key Energy Services
    Jan 12 2025

    In the latest In-Basin Observations Podcast, John and Bill sit down with Marshall Dodson, CEO of Key Energy Services, to explore the trends shaping the oil and gas sector. Some key topics include: The 2025 outlook for the industry, with a focus on market stability and efficiency; workover rig activity and how market consolidation is creating opportunities; and operational advancements, from equipment maintenance to electrification.

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    39 mins
  • EP38 2025 and Beyond Outlook: Waiting for a Slow Pitch
    Dec 22 2024

    Join the DEP team (Bill Austin, Sean Mitchell and Blake McLean) as they sit down with Bill Herbert, author of the Daniel Energy Partners' latest report, "2025 and Beyond Outlook: Waiting for a Slow Pitch". The conversation dives into the complexities of the energy sector as we head into 2025, covering market dynamics, geopolitical uncertainties, the rise of deepwater production, and the evolving role of natural gas and power generation. The conversation was a great way to end 2024 and look into 2025.

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    49 mins
  • EP37 Crude Chronicles
    Dec 1 2024

    In this episode of the Deep in Basin Observations podcast, Bill talks to Rob Connors, creator of The Crude Chronicles, a Substack that delves into the financial history of the oil and gas industry. They discuss how historical cycles in the industry relate to current trends, including capital intensity cycles in oilfield services and the potential for future oil price and production surprises. Rob provides insights into the current state of the industry, supported by data and charts, and offers predictions on where the market might head next, considering historical patterns and recent economic developments. We’ve got a couple more coming this year and as usual we welcome feedback and reach out if you'd like to join us in the future.

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    37 mins
  • EP36 Tenaris
    Oct 27 2024

    In the latest In Basin Observations episode, the DEP team (Blake, Sean & Bill) sat down with Luca Zanotti at their Bay City Plant to explore Tenaris and its role in the pipe manufacturing industry. To start we discuss Tenaris, its global reach and leadership in the sector. Some other key discussions include; Customer Demand & Efficiency, Market Outlook, E&P M&A, Global OCTG Demand, Technological Innovations, the Tenaris Bay City Facility, and Trade & Industry Challenges.

    We welcome feedback and reach out if you'd like to join us in the future.

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    35 mins
  • EP35 Merit
    Oct 13 2024

    This week, Bill and John interviewed Tony Kroschewsky, CEO of Merit Advisors, to discuss the current state of the oil and gas market and the role of Merit Advisors in providing tax consulting to the sector. Tony highlights how Merit Advisors helps clients reduce cash operating costs, the conversation also touches on the challenges and opportunities in the industry, including consolidation and maintaining efficiency amidst fluctuating commodity prices.

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    46 mins
  • EP34 Supply Chain Recap
    Sep 29 2024

    Welcome to the latest episode of In Basin Observations. This week the DEP team (Bill Austin, John Daniel, Geoff Jay, and Blake McLean) sit down for a roundtable discussion on key themes and insights from our recent Supply Chain Executive Series.

    The team dives into market sentiment, efficiency gains, and important takeaways from the event.

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    27 mins
  • EP33 Gilmore
    Aug 25 2024

    The latest episode of In Basin Observations has Bill and John on the road speaking with David Nemetz, CEO, and Jean Douget, VP of Unconventional Solutions at Gilmore. Over the past several years, Gilmore has been developing innovative products for the frac industry, notably including a newly designed check valve.

    In the conversation with Jean and David we explore the journey behind Gilmore’s latest innovations, the challenges they’ve encountered, and the impressive results they’ve achieved so far.

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    44 mins
  • EP32 Novi Labs
    Aug 11 2024

    Geoff Jay and Bill Austin have Ted Cross from Novi Labs as our guest on the podcast this week. Ted is the VP of Product Management at Novi Labs and he frequently writes on upstream oil and gas innovation. Ted recently released a post on LinkedIn, which we thought would be a good topic for the podcast. In this episode, we’ll discuss the factors driving unconventional well performance so far this year and where he sees the rest of the year playing out.

    As always, please send along to anyone you think might find this episode interesting and reach out if you'd like to join us in the future.

    Click here for the link to the article.

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    40 mins