Premier Oil Service, and Capital Equipment Research
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.
This experience and field level diligence yields a diverse and sizable rolodex which allows frequent touch points across the E&P, Oil Service and Capital Equipment sectors, often allowing our team to be the first to know of new product innovations. Moreover, our firm maintains deep relationships with the private equity, institutional investment community and the insurance industry, thus we have a unique ability to match industry players with the appropriate financial service provider.
Testimonials
“I have known John for years and his well-developed network within the service and E&P space has consistently yielded valuable insights in our engagements and help him see around the corner to what’s next. His epic road trips to see activity and engage clients and customers on the ground provide further credibility to his efforts.”
Lance Robertson – Chief Operating Officer – Endeavor Energy Resources
“John covered our stock for many years and during that time I found him to be one of the most knowledgeable analysts in the oilfield space. He was always well informed and demonstrated a deep understanding of the companies and industries that he covered. What I particularly admired about John was that he never took anything on faith. He spent a lot of time with boots on the ground in the basins and on well sites checking the details himself and frequently generating unique insights in the process. In addition to being great at what he does professionally, John is also a straight shooter and a genuinely nice person who has earned the respect of clients and peers alike.”
Bryan Shinn CEO U.S. Silica
“I have been following John’s research since beginning my career working for a drilling contractor in the service sector. His depth of industry knowledge, and strong connections to both operators and the service sector alike, provides valuable information to our team at Diamondback for many of the operating decisions we make.”
Kaes Van’t Hof Chief Financial Officer – Diamondback Energy
“John’s extensive network of boots-on-the-ground across the oilfield, plus years of working in our industry and understanding the nuances of our industry, enables him to provide uniquely granular and insightful perspectives. He knows this business.”
Clay Williams – Chairman and CEO – National Oilwell Varco
“John and I met through a mutual professional colleague years ago. Since that time, we have had many discussions regarding the E&P and OFS business. John’s industry knowledge, driven by his unique professional network and hands on approach, enables him to deliver invaluable research to his clients. He continues to provide Diamondback with vital industry data which supports our operational strategy and decision-making.”
Danny Wesson – Executive Vice President, Operations – Diamondback Energy
We recently returned from our 10th trip this year to the Permian – getting in and out before the winter weather excitement. The good news is an expectation for continued activity growth, best characterized as stable-to-slightly improving. Several companies report more populated Q1 calendars…
A few quick observations this week on the near-term rig count as well as some other oil service considerations. DEP Update: We are driving the smoker up to East Texas tomorrow to BBQ for some local clients. If you are in the Marshall…
Light incremental news again this week despite the fact an industry investor conference took place. Normally during conference season one would expect to see some 8-K’s with newsworthy items, but nothing really jumped out to us. The most newsworthy item, in our view, is…
This week we provide a brief update on the U.S. coiled tubing market. Also, for those in the Houston area who want to stop by our Christmas BBQ on Wednesday, let us know and we’ll get you the details. Next week we head north…
We hope everyone had a safe and happy Thanksgiving. In light of a quiet week, we have a brief note this evening with an emphasis on DEP Upcoming Events. This coming week we will conduct an update on the CT market which we’ll summarize…
DEP Upcoming Events: We return to the Permian tomorrow for a three-day tour. This trip will include a thank you reception for DEP subscribers and supporters – we have a few open seats, so let us know if you are in town. On December…
Now that we are essentially through Q3 earnings season, this weekend we reviewed E&P commentary regarding near-term capital spending and activity trends. Where possible, we highlight Q4 and preliminary 2021 guidance as well as convey go-forward activity assumptions as provided. As expected, E&P capital…