In-Basin Observations

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.

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. 

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.

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.

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.

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.

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.