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9 июн.
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10 мая
Технологии

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31 мая
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16.04.2025
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30.09.2024

15 июл.

#47. Marshall Adkins on Oil, Geopolitics, and the Future of Natural Gas

The biggest risks in energy may still lie ahead. In this episode of Energy Espresso, Jim Wicklund sits down with Marshall Adkins, Managing Director and Head of Energy Investment Banking at Raymond James, to discuss how the Iran conflict, Strait of Hormuz concerns, and shifting global demand have driven oil prices back toward $75. Is the market underestimating what comes next? They explore why crude prices remained relatively resilient despite supply disruptions, China’s role in balancing the market, and what’s next for oil, inflation, and U.S. production. The conversation also highlights the long-term growth outlook for natural gas, fueled by LNG exports, data centers, and expanding energy infrastructure. 00:00 Welcome And Setup 00:52 Ceasefire Ends Oil Jumps 03:17 Supply Losses And Skepticism 05:44 Unprecedented Disruptions 06:52 China Demand Management 09:46 Refinery Outages Crack Spreads 11:10 Why Oil Stayed Low 12:42 Inventory Math Breakdown 16:52 Tank Bottoms Explained 20:12 Politics And SPR Refill 21:04 Glut From Trapped Barrels 23:41 Hormuz Control And Iran 25:51 Iran Regime And Public Optics 27:01 IRGC Survival Logic 27:54 Hormuz Rerouting Timeline 29:09 Product Shortages Inflation 30:35 Trump Middle East Leverage 32:06 Drill Baby Drill Limits 34:55 Oil Market Glut Dynamics 37:21 Gas Demand Surge Ahead 44:13 Pipelines Unlock Supply 47:42 Energy Powers Growth 51:57 Final Takeaways Volatility
16 июн.

#101. Jose Bayardo on Drilling Innovation, Growth, And Energy Demand

In this episode of Oilfield 360, hosts David de Roode and Victoria Bear Queen sit down with Jose Bayardo, the newly appointed CEO of NOV, to explore leadership, innovation, and the future of global energy. Bayardo shares a candid and wide-ranging perspective shaped by his career across investment banking, private equity-backed growth companies, public markets, and large-scale global operations. From his early days in energy technology and corporate development to his leadership of one of the world’s largest oilfield services companies, the conversation traces how disciplined capital allocation, operational experience, and adaptability have defined his path. 00:00 Why Oil and Gas Matters 00:36 Podcast and Sponsors 01:59 Host Catch Up 03:23 Meet Jose Bayardo 04:03 Early Life and Education 06:43 Banking and Energy Tech 07:32 SCF and Complete Growth 14:48 Continental to NOV 18:34 Becoming NOV CEO 25:26 What NOV Does 26:10 Brazil Deepwater Expansion 28:45 Geopolitics and Supply Chain 30:05 Energy Security and Diversification 31:13 Fiberglass and Midstream Infrastructure 33:25 Automation and Data Tech 35:14 NOV in 5 to 10 Years 37:19 M&A Versus Organic Innovation 39:13 Capital Discipline and Investing 42:23 Replacement Cycle and Tightening Market 45:37 Family Life and Balance 48:33 Cars and Hands-On Hobbies 51:55 Mentors and Leadership Lessons 54:57 Quick Fire and Career Advice
9 июн.

#100. Jamie Stewart on Powering Data Centers And The Future Of AI

As AI and data centers drive unprecedented energy demand, where will the power come from? In the 100th episode of the Oilfield 360 podcast, hosts David de Roode and Victoria Beard Queen welcome back the show's very first guest, Jamie Stewart, president of EnQuest Energy Solutions. Stewart shares how EnQuest evolved from a frac-equipment company into a growing player in natural gas power solutions, driven by the rising need for reliable energy infrastructure. The conversation explores distributed power, workforce challenges, industry relationships, and the opportunities created by the AI-driven energy boom. 00:00 Why Oil and Gas Matters 00:36 Podcast and Sponsors 01:59 Welcome and 100th Episode 02:39 How the Show Began 06:19 Introducing Jamie Stewart 07:55 EnQuest After COVID 09:29 EnQuest Business Overview 10:27 Power Generation Pivot 14:32 Data Centers Need Everything 17:14 How EnQuest Entered Power 19:51 Efficiency vs Demand 21:42 Hiring and Culture 23:44 Talent Shortage Reality 27:00 Why Join EnQuest Now 28:13 Natural Gas Frac Future 30:40 Engine Tech Explained 31:11 Natural Gas Fuel Savings 32:23 Going Fully Gas Powered 32:54 Safety Culture And Learning 34:04 Networking And Industry Events 36:15 Barbecue Competition Stories 40:24 Petroleum Museum Magic 41:27 EnQuest Future Vision 43:17 Life Outside EnQuest 45:27 Cooking And Grill Tales 47:45 Meeting Natalie And Giving Back 50:42 Parting Wisdom And Wrap
26 мая

#98. Ryan Havens on Oilfield Chemicals, Strategic Growth & the Future of Energy

Building a modern energy platform takes more than capital: it takes vision, discipline, and the right team. In this episode of Oilfield 360, host David de Roode and co-host Victoria Beard Queen sit down with Ryan Havens, CEO of Imperative Chemical Partners, to explore how strategic acquisitions, private equity partnerships, and a people-first culture transformed WadeCo Specialties into a leading energy services platform. Ryan shares insights on: • Building and scaling through M&A • Leadership philosophy and servant leadership • The critical role of production chemicals in modern oil & gas • Improved Oil Recovery (IOR) technologies and maximizing well output • Digital transformation, data, and AI in the field • Industry consolidation and the push toward efficiency and cash flow discipline As energy markets evolve, this conversation dives into how innovation, culture, and strategy are reshaping the future of oil and gas.
12 мая

#96. Scott Gromer on Fast, Distributed Power for Oilfields & Data Centers

Recorded live at the Piper Sandler Energy Conference in Las Vegas, hosts David de Roode and Victoria Beard Queen sit down with Scott Gromer, President and CEO of Mesa Power Solutions, to discuss how fast‑deploy, distributed power is transforming energy infrastructure. Scott shares Mesa’s journey from a seven‑person startup to a 900‑plus‑employee company delivering turnkey natural gas power solutions across the oilfield, industrial facilities, utilities, and data centers, shaped by military leadership, strong culture, and disciplined execution. The conversation dives into today’s surge in electricity demand driven by reshoring, electrification, AI, and data centers, and why constrained grids and turbine supply chains are accelerating the shift toward reciprocating engines, behind‑the‑meter generation, and microgrids. From modular peaker‑style solutions to an “all‑of‑the‑above” power strategy, Scott outlines what it will take to deliver reliable, flexible power for the next generation of energy consumers. 00:00 Why Oil And Gas Matters 00:36 Podcast And Sponsors 01:59 Conference Welcome Banter 03:03 Meet Scott Grimmer 04:25 From Military To Power 05:26 Early Career Lessons 06:34 Mesa Elevator Pitch 07:48 Power Demand Perfect Storm 10:06 Recips And Supply Chain 12:14 Starting Mesa From Zero 14:08 Boone Pickens Origin Story 17:15 Mesa 2.0 Growth Markets 19:55 Data Centers And Infrastructure Reality 21:54 All Of The Above Power 22:34 Supply Chain In House 23:49 Family Work Balance 25:15 Military Leadership Lessons 26:32 Connecting With 900 Employees 28:44 Selling The Business 30:33 Culture And Core Values 32:45 Choosing New Markets 33:58 Coaching And Priorities 35:58 Proudest Military Moment 37:13 Mesa Vision And Global 39:35 Final Wisdom And Wrap
19 мая

#97. Carey Ford on Precision Drilling, Tech-Driven Growth & Oilfield Leadership

What does it take to lead one of the largest drilling companies in the industry? Host David de Roode and co-host Victoria Beard Queen sit down with Carey Ford, newly appointed CEO of Precision Drilling, to discuss his path from investor relations to the CEO role, the company’s growth across Canada, the U.S., and the Middle East, and his vision for the future. Carey also shares how Precision plans to expand market share through technology, stronger customer relationships, and a service-first culture. 00:00 Why Oil And Gas Matters 00:36 Podcast Mission And Sponsors 01:59 Welcome Back And Travel Recap 02:51 Pebble Beach Cooking Win 04:26 Meet Cary Ford 05:37 Cary’s Houston Roots 06:56 Canada Family Connection 10:51 Entering Energy And Simmons 11:51 Arthur Andersen Lessons 13:50 Twin Life And Style 15:40 Precision Drilling Overview 17:02 Middle East Operations Risk 17:51 Career Path To CEO 23:51 Vision For Canada And US Growth 26:46 Middle East Growth Tech 28:37 Culture Field Comes First 30:05 Service Mindset Wins 33:19 Mentors Shaping Leadership 35:47 CEO Energy Intensity 37:52 Why Oilfield Matters 39:55 Living Working Calgary 44:43 Alberta Politics Headwinds 46:35 Weekends Golf Reading 49:32 Middle East Returns Discipline 50:49 Canada Investment Tailwinds 54:28 Career Advice Closing
2 июн.

#99. Beth McDonald on Building Value Through Disciplined Growth & Strategic M&A

On this episode of the Oilfield 360 Podcast, recorded live from the #FossilFueled event in Houston, Texas, David de Roode and Victoria Beard Queen were joined by Beth McDonald, CEO of SM Energy. In this conversation, Beth shares her journey from a young engineer in the field to leading a public company focused on disciplined growth, strategic M&A, and unlocking value in underappreciated basins. We dig into what it really takes to create value in today’s energy market, from capital allocation and integration execution to building high-performing teams grounded in curiosity, hustle, and humility. This is a conversation about leadership, discipline, and how great operators scale with intention. 00:00 Why Oil and Gas Matters 00:36 Podcast Mission and Sponsors 01:58 Live at Fossil Fueled Houston 02:51 Meet Beth McDonald 03:15 Roots and Geology Passion 04:16 Texas A&M and Giving Back 05:03 Early Career Lessons at Fina 08:46 From Hess to Pioneer Growth 10:06 Joining SM Energy Culture 11:54 Innovation and Basin Strategy 15:00 CITAs Merger Value Case 16:42 Integration Planning and Talent 17:33 Merger Momentum 18:55 Family Life Balance 20:55 Mentors Who Shaped Me 23:04 Why Energy CEO 24:09 Legacy and Leadership 25:12 Weekends Sports Outdoors 26:55 Roots and Space Inspiration 28:18 Closing Advice and Farewell
20 янв.

#83. Building a Billion-Dollar Energy Company: Nathan Ough’s Story

On this episode of the Oilfield 360 Podcast, hosts David De Roode and Victoria Beard Queen sit down with Nathan Ough, CEO at VoltaGrid, to unpack how a five-person startup scaled into a multi-billion-dollar power company. Nathan reveals how VoltaGrid went from a small startup to 1,500+ employees, the bold moves shaking up the energy sector, and the secrets to leading at scale without losing balance. 00:00 Introduction to Oil and Gas 00:54 Podcast Sponsors and Their Contributions 02:03 Meet the Hosts: David and Victoria 03:00 Guest Introduction: Nathan CEO of VoltaGrid 03:51 Nathan's Early Life and Career Beginnings 10:45 Founding and Growing VoltaGrid 14:35 VoltaGrid's Evolution and Achievements 23:59 Partnerships and Future Prospects 40:57 Sales and Transaction Management 42:20 Strategic Planning and Execution 43:50 Communication and Transparency 45:50 Handling Mistakes and Leadership 52:33 Community Involvement and Personal Life 01:01:54 Rapid Fire Questions and Closing Thoughts
14 апр.

#92. AI Power Surge: Can Natural Gas Keep Up with Demand?

AI Power Surge: Can Natural Gas Keep Up with Demand? AI is driving a new wave of power demand. But where will the energy come from? At the Daniel Energy Partners Thrive Conference, Oilfield 360 Podcast hosts David de Roode and Victoria Beard-Queen sit down with Jason Downie, Managing Partner of Tailwater Capital. Jason shares his perspective as an energy private equity investor and why natural gas and midstream infrastructure will be critical as AI, LNG exports, and reshoring drive the next phase of energy demand. 00:00 Why Oil Still Matters 00:54 Podcast Sponsors 01:59 Live From Thrive Conference 02:30 Nuclear Plus Gas Takeaways 03:39 Meet Jason Downey 04:10 Why Tailwater Name 05:09 Fly Fishing Banter 05:45 Jason Energy Origin Story 07:49 DLJ To Hicks Muse Path 10:54 Energy Thesis And 2003 Shift 12:05 Private Equity Explained 13:07 Tailwater Strategy Three Legs 14:35 Portfolio And Midstream Model 18:18 Bullish Themes E&P LNG AI 26:21 Texas Power Demand Surge 30:36 Structural Demand Pull Wrap 31:27 Replacement Depletion Math 32:21 Raising a PE Fund 33:39 Treat Investors as Partners 35:30 Giving Young Talent Rope 38:21 Service and Salesmanship Club 41:02 Solo Africa Hunt Reflections 46:03 Tailwater White Space 47:35 Water and Infrastructure Opportunities 51:51 Career Advice for Your 20s 54:59 Wrap Up and Where to Follow
24 мар.

#89. From Flight Engineer to CEO: Powering the Data Center Boom with Rob Rice

How do you transform an oilfield services giant into a power generation powerhouse? Gravity CEO Rob Rice joins David de Roode and Victoria Beard Queen to reveal the "behind-the-scenes" of his company’s massive evolution. From his days as an Air Force flight test engineer to leading multi-million dollar divestitures, Rice explains why the future of the field is not in water or chemicals, but in standardized 400 kW natural gas generators. Tune in to find out! 00:36 Podcast Mission And Sponsors 01:59 Host Banter And Industry Events 03:39 Meet Rob Rice 03:54 Louisiana Roots And Air Force 05:46 First Rig Trip Spark 07:25 Early Career Texas Eastern 08:51 Enron And Overseas Work 11:28 Hanover To Archrock Leadership 14:41 Air Force Flying Stories 16:26 Gravity Origin And Reshaping 20:23 Power Rental Market Focus 26:11 Reliability Data Centers And Service 29:18 Strategic Partner Role 30:52 Looking Ahead For Gravity 31:01 Growth and Diversification 32:13 Company Size and COVID Reset 33:49 Remote Work and Tech Shifts 35:43 Deal Prep and Data Rooms 38:32 Motivating Teams Through Change 41:59 Professionalism First Impressions 45:24 Career Choices in Energy 49:10 Mentors and Paying It Forward 50:15 Life Outside the CEO Role 52:21 Crawfish and Louisiana Roots 54:51 Final Advice and Wrap Up

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Популярные подкасты

#47. Marshall Adkins on Oil, Geopolitics, and the Future of Natural Gas

#101. Jose Bayardo on Drilling Innovation, Growth, And Energy Demand

#100. Jamie Stewart on Powering Data Centers And The Future Of AI

#98. Ryan Havens on Oilfield Chemicals, Strategic Growth & the Future of Energy

#96. Scott Gromer on Fast, Distributed Power for Oilfields & Data Centers

#97. Carey Ford on Precision Drilling, Tech-Driven Growth & Oilfield Leadership

#99. Beth McDonald on Building Value Through Disciplined Growth & Strategic M&A

#83. Building a Billion-Dollar Energy Company: Nathan Ough’s Story

#92. AI Power Surge: Can Natural Gas Keep Up with Demand?

#89. From Flight Engineer to CEO: Powering the Data Center Boom with Rob Rice

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