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

    3D AGO

    #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
  2. 09/02/2025

    #37. Natural Gas Insights with Peter Cook

    Is natural gas about to become more valuable than oil? Get ready for a deep dive into the future of energy! In this episode of The Energy Espresso, host Dave Bosco sits down with Peter Cook of Permian Power Connection to explore the electrification of the oilfield, the rise of data centers in the Permian Basin, and the opportunities and challenges shaping the next energy revolution. From coffee rituals to industry insights, this conversation is packed with stories, strategies, and inspiration for anyone interested in the evolving world of power, oil, and gas. Tune in now! 00:00 – Introduction & Coffee Talk01:17 – Guest Introduction: Peter Cook’s Background03:00 – The Conference Business & Energy Industry Evolution06:00 – Launching Oil Field Water Connection08:00 – The Birth of Permian Power Connection10:00 – Why Focus on the Permian?13:00 – Data Centers, Power Generation, and Market Shifts16:00 – The Value of Natural Gas vs. Oil19:00 – Data Center Growth & AI Impact22:00 – Building the Permian Power Connection Conference25:00 – Advisory Boards & Industry Relationships28:00 – Conference Format: Panels, Networking, and Lounges32:00 – Collaboration, Standards, and Safety in Power Services36:00 – Attracting Talent & Economic Development in Midland40:00 – Investing in People & Community44:00 – Quality of Life in Midland & Odessa48:00 – Philanthropy: Bettering Human Lives Foundation51:00 – Global Energy Access & Migration54:00 – Final Thoughts, Contact Info, and Coffee Recommendations55:00 – Outro: Energize Your Day!

    56 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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