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On the show
From 12 epsHosts
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Recent episodes
Episode 64: Jason Downie on AI, LNG & Energy Infrastructure
May 24, 2026
42m 26s
Episode 63: Amy Jaffe
May 10, 2026
51m 10s
Episode 62: How Fuel Logistics Drives Efficiency in a Volatile Diesel Market
Apr 26, 2026
55m 15s
Episode 61: Cody Sutton
Mar 29, 2026
29m 38s
Episode 60: Matt Wilks
Mar 22, 2026
32m 28s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/24/26 | Episode 64: Jason Downie on AI, LNG & Energy Infrastructure✨ | AI-driven power demandLNG growth+5 | Jason Downie | Tailwater CapitalAI+6 | — | energy investmentmidstream+7 | — | 42m 26s | |
| 5/10/26 | Episode 63: Amy Jaffe✨ | energyAI+5 | Amy Jaffe | NYU | — | energyAI+6 | — | 51m 10s | |
| 4/26/26 | Episode 62: How Fuel Logistics Drives Efficiency in a Volatile Diesel Market✨ | fuel logisticsdiesel market+5 | Jason BergerZach Krantz | Rolfson OilFlint | — | fuel logisticsdiesel volatility+7 | — | 55m 15s | |
| 3/29/26 | Episode 61: Cody Sutton✨ | completions chemistryproduced water reuse+4 | Cody Sutton | Guide Energy Solutions | — | completions chemistryproduced water+5 | — | 29m 38s | |
| 3/22/26 | Episode 60: Matt Wilks✨ | U.S. completions marketshale development+5 | Matt Wilks | ProFrac | U.S.Permian | completions marketshale development+5 | — | 32m 28s | |
| 3/8/26 | Episode 59: CARBO✨ | completion designfracture conductivity+5 | Max Nikolaev | Carbo CeramicsExxon | HoustonU.S. shale | completion designfracture conductivity+8 | — | 28m 27s | |
| 12/14/25 | Episode 58: Caterpillar at the BBQ✨ | Caterpillarnatural gas engines+5 | Collin ClarkChris Berry | Caterpillar | Permian Basin | Caterpillargas mechanical system+7 | — | 25m 55s | |
| 11/16/25 | Episode 57: Texas Steel Conversion✨ | tubular marketsdrill-pipe markets+4 | Russell WernerJohn Hubbard | Texas Steel Conversion | — | Texas Steel Conversiontubular markets+5 | — | 40m 03s | |
| 11/9/25 | Episode 56: David Paradis, CEO of GD Energy Products✨ | innovationhigh-pressure pumping+4 | David Paradis | GD Energy Products | — | high-pressure pumpingtariffs+5 | — | 42m 36s | |
| 10/26/25 | Episode 55: Dennis Jol (AIQ)✨ | artificial intelligenceenergy sector+4 | Dennis Jol | AIQADNOC+2 | UAE | AIQADNOC+5 | — | 46m 31s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 9/21/25 | Episode 54: Larry Bruno (Core Laboratories)✨ | energy cycleunconventional reservoir analysis+5 | Larry Bruno | Core Laboratories | — | Core Laboratoriesenergy cycle+7 | — | 52m 21s | |
| 8/10/25 | Episode 53: Mark Freeman (ProDirectional)✨ | directional drillingmarket trends+3 | Mark Freeman | ProDirectional | — | directional drillingProDirectional+3 | — | 43m 58s | |
| 8/3/25 | Episode 52: Dave Anderson (Barclays) | 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 with mobile and scalable power solutions.We hit on what’s driving the shift, which players are leading the way, and why capital is starting to move in this direction. It’s a timely conversation that ties directly into what we’ve been hearing for quite some time now. | — | ||||||
| 7/27/25 | Episode 51: John Freeman (Raymond James) | 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. | — | ||||||
| 6/22/25 | Episode 50: Simon Lawrie (Vulcan) | 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 | — | ||||||
| 6/8/25 | Episode 49: Doug Terreson. | 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. | — | ||||||
| 4/13/25 | Episode 48 : Ryan Ezell (flotek) | Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive | — | ||||||
| 4/5/25 | Episode 47 :Clay Holland (Axis) | Special Edition of the In Basin Observations Podcast Live from the observation deck at thrive. | — | ||||||
| 4/5/25 | Episode 46: Jon Faber (Pason) | Special Edition of the In Basin Observations Podcast Live from the observation deck at thrive | — | ||||||
| 3/29/25 | Episode 45: Chris Stavros (Magnolia) | Breaking down the importance of financial discipline, low debt, and steady free cash flow in an era of capital efficiency. | — | ||||||
| 3/29/25 | Episode 44: John Shanahan, Jason Keiser & Derek Kamp (Caterpillar) | Unveiling Caterpillar’s new Gas Mechanical System, an innovative solution for burning 100% natural gas in frac operations, improving efficiency and power density. | — | ||||||
| 3/29/25 | Episode 43: Blake McCarthy (Atlas) | 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. | — | ||||||
| 3/23/25 | Episode 42 : Smart Sand (Lee Beckelman) | Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive | — | ||||||
| 3/23/25 | Episode 41 : Flowco ( Joe Bob Edwards ) | Special Edition of The In Basin Observations Podcast Live From The Observation Deck At Thrive | — | ||||||
| 3/2/25 | EP40 Josh Lowrey | 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. | — | ||||||
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