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    John Daniels

    Research Analyst at Daniel Energy Partners

    John Daniels is the Founder and Managing Partner at Daniel Energy Partners, specializing in oilfield services and energy sector research with an emphasis on upstream E&P and oilfield equipment companies. He provides in-depth analysis and industry insights covering companies such as Halliburton, Schlumberger, Baker Hughes, and Patterson-UTI, and is recognized for his on-the-ground channel checks and detailed market intelligence that support successful investment decisions. Daniels began his career as an oilfield services analyst at Simmons & Company International in 1999, where he spent nearly two decades before launching Daniel Energy Partners in 2018. He holds FINRA Series 7, 63, 86, and 87 licenses, has frequently been recognized for accurate market calls, and is regarded as a trusted advisor to institutional investors in the energy sector.

    John Daniels's questions to ProPetro Holding (PUMP) leadership

    John Daniels's questions to ProPetro Holding (PUMP) leadership • Q3 2024

    Question

    John Daniels inquired if ProPetro's acquisition strategy will continue to focus on ancillary services, asked if the active Tier II diesel fleets were included in the recent impairment charge, and questioned the deployment plan for new e-fleets in 2025.

    Answer

    CEO Sam Sledge confirmed the M&A focus remains primarily on ancillary services, though the company keeps an open mind. He also affirmed that the entire Tier II asset base, including currently operating fleets, was part of the impairment. For 2025, Sledge explained that new FORCE electric fleets will likely replace retiring conventional assets to maintain a stable fleet count of 14-15, rather than expanding the total number of active fleets.

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