In this episode. Is the current energy boom actually a bubble waiting to burst? In this episode of Energy Focus, host Stuart Broadley sits down with Ana Amicarella, CEO of EthosEnergy, to discuss the massive operational shifts taking over the global power generation and gas turbine industries. Drawing on her executive background at GE and Aggreko, Ana shares a masterclass in corporate turnarounds, operational discipline, and navigating macroeconomic shifts. Stuart and Ana dive into the US gas and data center boom, examining why Ana predicted the current gas boom long before it hit the mainstream and her counter-intuitive warning about why she believes the market is now overestimating long-term power needs. They explore how massive manufacturer backlogs are disrupting traditional OEMs and driving loyal utility and oil and gas customers straight to independent service providers who can offer better responsiveness. Ana also opens up about geopolitical resilience, explaining how EthosEnergy manages risk, supply chains, and employee safety across 75 countries amidst global conflicts and shifting US trade policies. Finally, she highlights the foundational metrics that truly matter to a business, breaking down why ultimate leadership success relies on cash flow, enterprise risk management, and avoiding empty calorie revenue growth. What Is the EIC? The Energy Industries Council (EIC) is one of the world’s largest energy trade associations. As a not-for-profit organisation, it supports more than 950 member companies involved in the global energy value chain. EIC operates internationally, with offices in London, Kuala Lumpur, Rio de Janeiro, Houston, Dubai, and soon, Berlin. It is energy agnostic, supporting all parts of the energy sector. From mature renewable onshore and offshore sectors like wind, solar and hydropower; to grid infrastructure and large nuclear; to hydrocarbon sectors like oil & gas, LNG, FPSO, decommissioning, upstream, midstream and downstream; to emerging low-carbon sectors like hydrogen, carbon capture, CCUS, energy storage, BESS, biofuels, SAF (sustainable aviation fuels), and geothermal. EIC provides a wide range of services, including access to global market intelligence, CAPEX and OPEX project data, consulting support, events, business development opportunities, and advocacy. It also facilitates connections with key decision-makers and policymakers in the energy sector worldwide. Stay Connected with EIC Learn more about the EICExplore EIC membership Learn more about the Five Golden Rules for a Healthy Energy Supply ChainLearn about EIC ConsultContact Stuart Broadley about doing your own C-level EIC podcast at Stuart.Broadley@the-eic.com Produced, engineered, and promoted by: Samara Bernardo, Lucas Almeida, João Otero, Isabella Costa, Laura Carvalho, and Clara Machado.
