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
A day late, but hopefully not a dollar short. Apologies for a delayed note, but the DEP team took Easter weekend off to go see the kids and parents with travels this past week taking us first to Midland for three days followed by…
Relatively quiet week for the DEP research team as we enjoyed spring break in Florida, thus no real industry commentary in this evening’s note. Rather, with DEP’s one year anniversary just days away, we instead use tonight’s note to thank several key supporters as…
Oklahoma/Denver Recap: We spent two days in Oklahoma and a day in Denver last week. The meeting schedule included updates with pressure pumping, land drilling, well service, E&P, pump-down and diversified oilfield service companies. The mood this trip was clearly better than our visit…
For those on spring break, we hope you are having fun and defer reading this note to a later time. For those who are tasked with working this week, please read on…. Upcoming DEP Events: Our one-year anniversary social will be held on April 1st at…
This week we update our rig and frac crew forecast to reflect an improving commodity backdrop as well as to reflect observations imparted during Q4 earnings season. We also summarize a recent field tour where we learned about a new product offering. Upcoming DEP…
Very busy week last week as we were consumed by the inaugural THRIVE Energy Conference, thus a somewhat low calorie note this weekend. Given our lack of free time last week, we haven’t fully digested all of the Q4 earnings calls in recent days,…