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.
“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
DEP Update: Happy New Year! An early release today as we will soon depart North Carolina to return to Houston. Kicking off this weekend’s note is our first Ruminations piece by our newest team member, Bill Herbert. This, in our humble opinion, is a…
DEP Update: Good Morning and Merry Christmas! Hopefully Santa treated everyone well. No major industry news this week – not a big surprise. Thankfully, there is some exciting DEP news as we are pleased to announce the addition of a new team member. …
Macro/Headlines/Events BKR U.S. Land Rig Count. Down one rig w/w to 759 rigs. This marks the third weekly decline, albeit the declines thus far are minor. That said, the E&P commentary noted above, again from a small sample, is consistent with leading edge…
Macro/Headlines/Events BKR U.S. Land Rig Count: Two weeks in a row, the BKR rig count is down. This week moving lower by 3 rigs to 760 rigs. We are not freaking out, yet. How Washington Persuaded Europe to Put a Price Cap…
Macro/Headlines/Events BKR U.S. Land Rig Count: -1 rig w/w to 763 rigs. WSJ-Oil Price Rises After Russia Cap Kicks In- Link WSJ-OPEC+ Keeps Oil Curbs Despite Russia Price Cap- Link WSJ- Chevron’s Long Game in Venezuela Brings It Political Risk Link WSJ-…
Macro/Headlines/Events BKR Rig Count- The U.S. onshore rig count was +2 last week to 764 rigs, which will close out November at +12 rigs for the month. Source Daniel Energy Partners/Baker Hughes WSJ- Stock Futures, Oil Slide Amid Protests…