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Business

Updated Semiweekly
Marketing

Marketing

Updated Semiweekly

12/14/2025

58: Caterpillar at the BBQ

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 growing grid “power gap” from data center demand and how Caterpillar’s natural gas engines, turbines, and energy storage can be deployed behind the meter, backed by CAT’s ongoing investments in manufacturing capacity and dealer service support.

12/14/2025

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26 min
11/16/2025

Episode 57: Texas Steel Conversion

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 team discusses volatility in both OCTG and drill-pipe pricing, the impact of tariffs on domestic producers, and how customer-driven designs are adapting to longer laterals and higher torque requirements.

11/16/2025

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40 min
10/26/2025

Episode 55: Dennis Jol (AIQ)

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 operations through data-driven workflows and next-generation analytics. The discussion covers how AIQ has grown to deploy products across 25% of ADNOC wells and all of its drilling rigs, the development of its new Agentic AI platform, and the company’s plans to expand globally from its base in the UAE. Dennis also provides insight into how the region is positioning itself as a hub for energy technology ahead of ADIPEC 2025, where AIQ will co-host the AI Pavilion and will be the Title Sponsor of the Global Energy Soiree.

10/26/2025

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47 min
06/22/2025

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

06/22/2025

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32 min
11/09/2025

Episode 56: David Paradis, CEO of GD Energy Products

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.

11/09/2025

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43 min
03/29/2025

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.

03/29/2025

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24 min
09/21/2025

Episode 54: Larry Bruno (Core Laboratories)

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, and what rising international FIDs mean for the business. He also details how Core differentiates itself through proprietary technology, disciplined capital allocation, and a culture focused on client trust and technical excellence. Listen here: https://tr.ee/AppleDEPPodcast

09/21/2025

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52 min
08/03/2025

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.

08/03/2025

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42 min
08/24/2021

EP6 Chesapeake Energy Corporation

In this episode the DEP team sits down with Patrick Finney, VP of Completions at Chesapeake Energy, to talk about a recent trip to the Marcellus to visit Halliburton’s electric frac fleet. We discuss some of the obvious benefits of the electric fleet and Patrick shares some of the key stats from Chesapeake’s first pad in PA. In addition to the Zeus Electric pump that deliver 5,000HP at over 22 bbls/minute, we discuss the other electric components on location as well as the power supply that can be used with this all-electric solution. Patrick also shares some interesting insights on what CHK is doing different on the completions side with wet sand completions, electric compression and CNG trucks to haul sand.

08/24/2021

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42 min
06/08/2025

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.

06/08/2025

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41 min

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