Fuel logistics keeps the oilfield moving, yet it’s often overlooked.

In this episode of In Basin Observations, hosts Bill Austin and John Daniel sit down with Rolfson Oil’s Jason Berger and Zach Krantz to break down the realities of fuel supply—and the impact of the Flint acquisition.

They cover:

Diesel volatility and supply risk

Centralized procurement

Automation and fuel optimization strategies

00:00 Welcome and Setup

01:22 Jason Rolfson Origin Story

03:33 Zach Flint Background

06:14 Scaling and Market Reach

06:58 Tech and Logistics Edge

10:53 Automation and Tri Fuel

13:22 Culture and Meritocracy

15:44 Selling in Procurement Era

20:34 Fueling Efficiency Demands

23:29 Customer Mix and Niches

27:49 What Customers Call Best

30:16 Hiring Standards

31:24 Retention Perks

32:14 Customer Stickiness

33:32 Dual Fuel Disruption

35:32 New Truck Tech

36:26 Diesel Price Pass Through

37:56 Supply Optionality

39:24 Record Months Drivers

42:41 Flint Acquisition Rationale

47:07 Fuel Hedging Advice

51:39 Tri Fuel Explained

54:03 CapEx And Supply Chain

55:33 Wrap Up Thanks

The smallest cost… with the biggest impact.

On In-Basin Observations podcast, host Bill Austin sits down with Cody Sutton, Co-Founder & CEO at Guide Energy Solutions, to unpack how completions chemistry is becoming a major performance driver.

From produced water reuse to AI-powered decision-making, they dive into how smarter chemistry, tighter vendor accountability, and data-driven insights are reshaping frac outcomes.

Tune in now!

00:00 Conference Intro

00:47 Guide Overview

01:20 Founder Background

03:03 Why Guide Started

04:47 Chemistry Market 2026

06:12 Cost Pressure Opportunity

08:42 Water Treatment Expansion

10:21 Managing Variable Water

11:36 Good Water KPIs

12:34 Iron And Scaling Risks

14:01 Outcome Based Partnerships

15:33 Chemistry Impact Reality

16:43 Predictable Accountability Wins

17:25 Fast Low Cost Solutions

18:03 Completions Outlook 2026

19:31 Bigger Jobs Reuse Pressure

20:52 Market Share Consolidation

22:14 AI Agents In Operations

26:14 Sensors Real Time Data

26:57 Surfactants Boost Recovery

28:04 Tune Systems With Data

29:25 Closing Thanks

At THRIVE 2026, Bill Austin sat down with Matt Wilks of ProFrac to discuss the current state of the U.S. completions market and how operators are thinking about the next phase of shale development.

A key theme was the underlying tightness in pressure pumping capacity following years of fleet attrition, with the market appearing stable but lacking meaningful spare capacity. Wilks also highlighted a shift back toward recovery and well performance as efficiency gains begin to plateau, with increased focus on data, automation, and closed-loop fracturing to improve stage quality and consistency.

The conversation also explored how new Permian gas takeaway capacity could unlock additional inventory and support higher activity levels into the second half of 2026.