Energy Espresso

Energy Espresso is a unique and engaging podcast that intersects the dynamic world of energy solutions with the rich culture of coffee. Each episode aims to enlighten and energize its audience with insightful discussions on energy, engaging interviews with key industry executives, and a delightful exploration of various coffee brands and types.

  1. #43. Loren Singletary on AI Power Demand, Iran Risk & Deepwater

    MAR 10

    #43. Loren Singletary on AI Power Demand, Iran Risk & Deepwater

    Can the energy system keep up with AI power demand, and rising geopolitical risk? Live from Daniel Energy Partners’ Thrive Event at Houston’s Daikin Field, Energy Espresso host Jim Wicklund sits down with Loren Singletary, Vice President-Global Accounts and Investor Relations at National Oilwell Varco, to break down oil price uncertainty tied to Middle East tensions and the Strait of Hormuz, the coming surge in U.S. gas demand, and the infrastructure challenges standing in the way. They also explore deepwater’s comeback, LNG market shifts, and why pipeline bottlenecks, especially out of the Marcellus, could shape the next phase of U.S. energy growth 00:00 Welcome and Banter 00:56 Geopolitics Driving Oil 01:23 Strait of Hormuz Risks 03:20 Politics and Price Targets 04:15 Oil Price History 05:12 Forecasting and Boone 07:09 Gas Demand Surge 09:30 Pipelines and Permitting 12:27 All of the Above Energy 13:30 SMRs and AI Timing 14:34 NOV Leadership Shift 15:05 Deepwater Returns 16:13 Rigs and Day Rates 17:16 Where to Drill Next 19:21 Geoscience Breakthroughs 20:46 Evolution of Drilling Tech 21:37 Consolidation And Completion Science 22:28 Automated Rigs And Bigger Hookloads 23:51 Automation Versus Robotics 24:38 Safety Driven By Operators 25:29 Rig Supply Dayrates And Discipline 28:02 Bananas And Water Disposal Earthquakes 31:06 Treating Produced Water Economics 32:55 Power Crunch Data Centers And Coal 34:14 Ohio Mega Gas Plant And Scale 36:04 2026 Risks Gas Prices And Saudi Capacity 41:43 Wrap Up And Thanks

    42 min
5
out of 5
11 Ratings

About

Energy Espresso is a unique and engaging podcast that intersects the dynamic world of energy solutions with the rich culture of coffee. Each episode aims to enlighten and energize its audience with insightful discussions on energy, engaging interviews with key industry executives, and a delightful exploration of various coffee brands and types.

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