In-Basin Observations

AI-driven power demand, LNG growth, and infrastructure bottlenecks are reshaping energy investment faster than ever. In this episode of In-Basin Observations, Bill Austin sits down with Jason Downie, Co-Founder & Managing Partner at Tailwater Capital, to discuss Tailwater’s differentiated approach across midstream, water, recycling, software, power-linked assets, and upstream energy investment...

In this special episode of the In Basin Observations Podcast, Bill Austin, Blake McLean and Jeff Bellman are joined by Amy Jaffe of NYU for a discussion that serves as a preview of the upcoming DEP Sonoma Executive Series. The conversation focuses on the intersection of energy, AI, and power infrastructure, including rising electricity demand from data centers, natural gas infrastructure constrain...

Fuel logistics keeps the oilfield moving, yet it’s often overlooked. In this episode of In Basin Observations, hosts Bill Austin and John Daniel sit down with Rolfson Oil’s Jason Berger and Zach Krantz to break down the realities of fuel supply—and the impact of the Flint acquisition. They cover: Diesel volatility and supply risk Centralized procurement Automation and fuel optimization strategies...

The smallest cost… with the biggest impact. On In-Basin Observations podcast, host Bill Austin sits down with Cody Sutton, Co-Founder & CEO at Guide Energy Solutions, to unpack how completions chemistry is becoming a major performance driver. From produced water reuse to AI-powered decision-making, they dive into how smarter chemistry, tighter vendor accountability, and data-driven insights ar...

At THRIVE 2026, Bill Austin sat down with Matt Wilks of ProFrac to discuss the current state of the U.S. completions market and how operators are thinking about the next phase of shale development. A key theme was the underlying tightness in pressure pumping capacity following years of fleet attrition, with the market appearing stable but lacking meaningful spare capacity. Wilks also highlighted a...

During a recent visit to Carbo Ceramics’ office in Houston, Bill Austin sat down with Max Nikolaev to discuss how operators are reassessing completion design as U.S. shale matures. A key theme was the renewed focus on fracture conductivity and long-term well performance , particularly as supermajors take a longer-term development view of key basins. Nikolaev noted that while the industry’s shift t...

In this episode of the In Basin Observations Podcast (recorded live at the Permian Basin Barbecue Cookoff) Bill sits down with Caterpillar’s Collin Clark and Chris Berry. They highlight CAT’s new gas mechanical system, which nearly doubles pumping horsepower versus legacy diesel units while lowering fuel costs and emissions and running on both CNG and field gas. The discussion also covers the grow...

In this episode, Bill and Blake visit  Texas Steel Conversion (TSC)  to discuss the company’s long history in the tubular and drill-pipe markets. The conversation with  Russell Werner  and  John Hubbard  from TSC highlights how the company has expanded across multiple facilities in Southeast Texas, driving new efficiency gains in heat treatment, upsetting, and premium connection manufacturing. The...

Bill and John sit down with David Paradis, CEO of GD Energy Products, to discuss innovation in high-pressure pumping, the impact of tariffs, and the company’s strategy for growth across U.S. land and international markets.

In-Basin Observations Podcast – Episode 55: Dennis Jol, CEO of AIQ In this episode, Bill and John sit down with Josh Lowery and  Dennis Jol , CEO of  AIQ , a joint venture between ADNOC / Presight a G42 company focused on applying artificial intelligence across the energy sector. Dennis shares how AIQ was founded to combine ADNOC’s domain expertise with G42’s technology capabilities, transforming...

In the latest episode of the DEP In Basin Observations podcast, Bill and John sit down with Larry Bruno, Chairman & CEO of Core Laboratories, to discuss how the nearly 90-year-old company is positioning itself for the next phase of the energy cycle. Larry walks through Core’s expansion into unconventional reservoir analysis in the Middle East, the balance between offshore and onshore markets,...

In this In Basin Observations episode, Bill Austin and Sean Mitchell sit down with Mark Freeman, CEO of ProDirectional, for an in-depth discussion on the state of the directional drilling market. The conversation explores how ProDirectional is positioning itself amid shifting rig counts, what operators are asking for in today’s efficiency-driven environment, and how technology is influencing well...

This week’s episode of  In Basin Observations  features Dave Anderson from Barclays, who recently released a through report discussing Distributed Power. We enjoyed discussing one of the most important themes shaping the energy services landscape with Dave. As traditional grid infrastructure struggles to keep up with demand, new opportunities are emerging for OFS companies to support operators wit...

In our latest  In Basin Observations  podcast, DEP hosts Bill Austin and Geoff Jay sit down with John Freeman, Managing Director and Head of Energy Research at Raymond James, to discuss the firm's comprehensive Midland and Delaware Basin deep dive reports. John provides critical insights into inventory life, operator strategy, valuation trends, and evolving productivity across core acreage in...

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

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...

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

Special Edition of the In Basin Observations Podcast Live from the observation deck at thrive.

Special Edition of the In Basin Observations Podcast Live from the observation deck at thrive

Sharing Atlas’ expansion into distributed power with their acquisition of Moser Energy Systems, and how autonomous trucking is set to change the logistics of sand delivery.

Unveiling Caterpillar’s new Gas Mechanical System, an innovative solution for burning 100% natural gas in frac operations, improving efficiency and power density.

Breaking down the importance of financial discipline, low debt, and steady free cash flow in an era of capital efficiency.

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

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

In the latest In-Basin Observations Podcast, John and Bill sit down with Josh Lowrey, Founder of Upright Digital, to discuss industry trends, life’s challenges, and the grit it takes to succeed.