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 the Permian. This episode offers a grounded, data-rich discussion on how capital discipline and resource scarcity are reshaping the competitive landscape in U.S. shale.

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 the Permian. This episode offers a grounded, data-rich discussion on how capital discipline and resource scarcity are reshaping the competitive landscape in U.S. shale.

In our latest&nbsp;In Basin Observations&nbsp;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 the Permian. This episode offers a grounded, data-rich discussion on how capital discipline and resource scarcity are reshaping the competitive landscape in U.S. shale.

Episode 51: John Freeman (Raymond James)

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.

Business

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.

Share Episode 51: John Freeman (Raymond James)

Sign up to save your podcasts

Episode 51: John Freeman (Raymond James)

Episode 51: John Freeman (Raymond James)

More shows like In-Basin Observations

Macro Voices

Masters in Business

Odd Lots

Conversations with Tyler

Jocko Podcast

Oil and Gas This Week

Columbia Energy Exchange

Founders

POWERS

Oilfield 360 Podcast

All-In with Chamath, Jason, Sacks & Friedberg

Barron's Streetwise

The Memo by Howard Marks

Next Greatest

On The Tape with Danny Moses

Money Stuff: The Podcast