Advertise on podcast: Oilfield 360 Podcast

Natural Gas Services Group is turning natural gas infrastructure into a growth opportunity. David de Roode and Victoria Beard Queen sit down with Justin Jacobs, CEO of Natural Gas Services Group (NGS), to explore his path from investing in undervalued companies to leading NGS. Justin shares his leadership philosophy, NGS’s four key value drivers, and his perspective on natural gas demand, LNG, data centers, and the future of compression. 0:00 Welcome and Banter 00:28 Drone Grocery Delivery Story 01:12 Meet Justin Jacobs 01:30 Early Career Blackstone 02:22 Turnarounds and World Travel 04:24 Mill Road Capital Strategy Shift 07:49 Finding NGS in 2020 09:06 Board Turmoil and CEO Move 12:27 Energy Outlook and Compression 16:35 Boardroom Lessons and Value Drivers 24:59 Four Value Drivers Explained 26:42 Field Techs and Leadership 29:09 First Days as CEO in Midland 32:16 Texas Culture and Family Life 34:19 Working With the Board 37:59 Board Expectations 39:10 Learning Organization 41:22 High Performance Culture 43:39 Trust And Feedback 45:48 CEO Self Assessment 46:59 Mentors And Lessons 51:19 Family Racing Hobby 54:05 Speed And Focus 58:09 Gas Market Outlook 01:01:57 Rent Versus Own 01:04:37 Electric Compression Debate 01:07:48 Midland Favorites 01:08:26 Parting Career Advice

What’s next for offshore drilling as the energy landscape continues to evolve? On the Oilfield 360 podcast, David de Roode and Victoria Beard Queen sit down with Seadrill CEO Samir Ali to discuss offshore drilling, leadership, safety culture, and the future of hydrocarbons. Samir shares his journey into energy, Seadrill’s global operations, shifting offshore demand, and how M&A and industry consolidation could shape the company’s next phase of growth. 00:00 Podcast Kickoff 00:31 Sphere Concert Talk 01:30 Meet Seadrill CEO 02:16 Early Life and Schools 04:15 Paying for College 05:42 What Seadrill Does 06:53 Simmons to Bain Capital 07:31 Diamond Offshore Story 10:17 Joining Seadrill 11:03 Working With Julie 12:29 CEO Transition Challenges 14:13 Safety Culture First 16:38 Hiring and Company Culture 17:56 Leading With Curiosity 20:19 Running a Global Business 25:05 Winning Offshore Work 27:20 Long-Term Energy Outlook 29:39 All Energy Sources Needed 30:15 Offshore Demand Shifts East 31:22 Floater Market Tightness 31:43 Why Newbuilds Won’t Boom 33:46 Cuban Taxi Rig Strategy 35:35 Growth Through M&A 37:22 Consolidation And Client Math 40:15 Private Equity Back To E&P 41:00 Legacy And Industry Impact 41:29 Local Giving And Community 42:50 Mentors Humility, Leadership 45:29 Safety Keeps Him Up 46:35 Family Pets And Foster Fail 48:20 Weekend Life Fencing Golf 50:55 Simmons Memories And Start 53:28 Parting Advice Industry PR 56:09 Closing Thanks And Signoff

What can a footballer-to-frac-hand-to-CEO journey teach us about leadership and the future of energy? On the Oilfield 360 podcast, David de Roode and Victoria Beard Queen sit down with friend and client, Sam Sledge, CEO of ProPetro Services, to explore his Midland roots, oilfield legacy, career journey, and leadership lessons. Sam also discusses ProPetro’s move into electric frac, the launch of PROPWR for behind-the-meter generation, and how rising consumer, commercial, industrial, and AI-driven power demand is creating new opportunities across the oil and gas ecosystem. Listen to the full episode for insights on leadership and innovation. 00:00 Show Kickoff 00:14 Back to School Catchup 00:49 Be Present Quote 01:20 Summer Road Trip Stories 02:55 Meet Sam Sledge 04:04 Midland Roots 06:25 Mentors and Community 08:21 Faith Family Football 11:29 Range and Curiosity 16:11 Mentorship Mindset 18:11 Landman and Safety 22:36 From Frac Hand to CEO 31:41 Marriage Team Mindset 32:26 Identity Beyond CEO 33:26 Why Enter Power 33:36 Electric Frac Origins 36:48 Building ProPower Team 37:54 AI Data Center Demand 42:13 Execution And Investors 44:35 Permian Not Dying 46:07 Future Of OFS 51:45 Family And Work Stories 54:41 Franny The Mascot Dog 56:26 Life Fitness Closing Advice 59:08 Wrap Up And Where To Find Us

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

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

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

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.

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

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

In midstream, the real advantage comes from solving problems others overlook. Recorded at the Piper Sandler 26th Annual Energy Conference in Las Vegas, host David de Roode and co-host Victoria Beard Queen speak with Rich Reynolds, Chief Executive Officer at Cavalcade Midstream, LLC. Reynolds shares his journey from law and banking into energy, and how M&A experience helped shape Cavalcade’s customer-focused, deal-by-deal approach to midstream. The conversation explores entrepreneurship, capital raising, leadership, and why relationships remain at the center of the energy business 00:00 Why Oil And Gas Matters 00:36 Podcast And Sponsors 01:58 Live From Piper Sandler 03:08 Meet Rich Reynolds 03:34 From Law To Energy 04:25 NuStar Lessons And Launch 05:23 What Cavalcade Does 06:59 Entrepreneur Mindset Shifts 08:56 Gotchas And Humility 10:10 Where Opportunities Are 13:03 Capital Strategy And Pitch 16:26 Relationships Over Noise 18:31 Philosophy And Self Awareness 20:13 Finding a Co-Founder 20:53 Family Leap Of Faith 21:53 Explaining Midstream Simply 23:23 Why San Antonio Works 24:54 Tacos and Tortillas Debate 25:52 Midstream Consolidation Opportunity 27:30 From Attorney to CEO 29:18 Leading a Small Team 30:16 Giving Back Locally 34:11 Recharging with Family 35:37 Disneyland Surprise Chat 36:31 Legacy and Gratitude 37:44 Closing Wisdom and Farewell

Disrupting drilling starts with rethinking the model. Recorded remotely at the Piper Sandler Energy Conference in Las Vegas, this episode features Cam Hewell, President and CEO of Premium Oilfield Holdings. He breaks down how Premium is reshaping managed pressure drilling (MPD) through a rig-centered, vertically integrated approach—now scaled across 160 U.S. land rigs. The conversation also covers rising power demand, new drilling technologies, and where the industry is headed next. 00:00 Why Oil And Gas Matters 00:36 Podcast And Sponsors 01:59 Live From Energy Conference 02:15 Conference Themes Power Demand 04:03 Meet Cam Hill 05:18 Cam Background Consulting Tech 07:56 First Oilfield Company Growth 10:26 Founding Premium Rig Focus 15:08 Premium Shift To MPD 17:03 MPD Explained Benefits 19:49 Disrupting MPD Cost Tech 22:19 Building The Dream Team 25:12 Urethane Elements Cloud Software 28:54 Beyond MPD Top Drives Tools 31:19 New Rig Equipment Roadmap 32:30 Remote Bleed Off Valve Win 34:36 Chasing Incremental Efficiency 36:06 Rapid Prototyping Culture 38:00 Expanding Into Production 39:44 Growth Strategy And Capital Returns 41:56 Downhole Tools And Per Well Focus 44:37 Hiring For Innovation 48:10 Duke Basketball Detour 50:10 Career Advice For Young Pros 52:34 Consulting After Running Companies 55:34 From Scrappy Startup To Scale 57:09 Closing Thanks And Sign Off

Recorded live at the Daniel Energy Partners Thrive Conference, hosts David de Roode and Victoria Beard Queen sit down with Jackson Wise, CEO of Signal Peak Silica, and world-class pit master, to unpack the realities of the modern sand business and what it takes to lead through cycles. Wise shares his unconventional path from Enron and investment banking with the infamous Simmons & Company to operating one of the largest regional frac sand platforms in the U.S., along with the hard lessons learned during Signal Peak’s 2019 turnaround. The conversation dives into how regionalization has reshaped the sand market, why delivered cost and logistics matter more than brand, and how consolidation and capital discipline are defining the future of the sector. Wise also reflects on leadership, mentorship, building high‑trust teams, and why barbecue, community, and culture still play an outsized role in oil & gas today. 00:00 Why Oil And Gas Matters 00:36 Podcast And Sponsors 01:59 Live From Thrive Conference 03:14 Meet Jackson Wise 03:40 Early Career And Enron 05:52 BP MBA And Simmons 07:17 Simmons Culture Lessons 09:34 Leaving Banking To Operate 11:38 Mentorship And Leadership 13:16 Signal Peak In 30 Seconds 15:49 Turnaround And Team Building 17:24 Sand Consolidation Strategy 20:06 How The Sand Market Changed 22:47 Plant Costs Then And Now 24:17 Wet Versus Dry Sand 25:36 Wet Sand Reality Check 26:15 How Heavy Is Sand 27:14 Logistics And Truck Staging 28:59 Pitching SPS Value 30:57 Five To Ten Year Vision 32:48 Barbecue And Oilfield Culture 34:53 Winning At Pebble Beach 38:21 Cookoff Community And Team 42:27 Career Wisdom And Wrap

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

From humble beginnings fixing pumps to building a water giant, how did Schmitz do it? On the Oilfield 360 Podcast, hosts David de Roode and Victoria Beard Queen sit down with industry legend, John Schmitz, CEO at Select Water Solutions. John shares how buying distressed or forgotten assets during downturns shaped his growth, and why water is becoming one of the most strategic parts of the oilfield, among many other great stories and shared insights from his years in the energy industry - Upstream, Midstream and Downstream. 00:54 Podcast Sponsors 01:59 Welcome And Upcoming Events 02:59 Meet John Schmitz 04:25 Early Career And First Company 06:35 Surviving The 80s Crash 08:02 Buying Companies In Downcycles 13:51 Midstream And Upstream Expansion 15:27 Private Equity And Going Public 24:17 Life After Complete Energy 26:55 Family Support And Marriage 28:33 Giving Back In Cook County 32:36 Meeting Harold Hamm 32:54 Save Domestic Oil Fight 33:53 Partners In Complete 34:46 Why Harold Matters 35:25 What DEPA Does 36:59 US Energy Advantage 38:23 Industry Turnaround Story 40:55 More With Less 42:45 Family Office And Kids 43:16 Select Origin Story 46:17 Water To Recycling Shift 48:39 Pipelines And Networks 51:42 Efficiency By The Numbers 53:25 Ranch Life And Longhorns 55:01 Stark Ranch History 01:00:19 Mentors And Advice 01:03:02 Romania And Global Expansion

How do you turn a startup launched during a downturn into a major oilfield technology success story? On this episode of The Oilfield 360 podcast, hosts David de Roode and Victoria Beard Queen sit down with Neal Lux, CEO of Forum Energy Technologies (and TV Star - Landman appearance), to discuss his path from co-founding Global Tubing to leading FET today. Lux shares insights on scaling a coil tubing startup, the Smart Taper innovation that improved weld fatigue life, and how technologies like subsea robotics and remote ROV operations are shaping the future of oilfield services.  00:00 Why Oil and Gas Matters 00:36 Podcast and Sponsors 03:48 Meet Neal Lux 04:54 From Consulting to Maverick 07:55 Joining a Risky Startup 11:30 Global Tubing Early Struggles 13:37 Culture and Innovation 15:29 Coil Tubing Explained 17:54 Smart Taper Breakthrough 19:13 Designing for Long Wells 21:16 Beyond Intervention Use Cases 23:22 Partnering with Operators 25:33 Why They Bought Eagle 26:12 Joining the Forum Family 27:04 Leadership Under Chris 27:49 COVID Debt Turning Point 28:32 What FET Does Today 30:17 FET 2030 Growth Plan 33:10 Landman TV Cameo 37:02 Subsea Robotics Innovation 39:38 Lessons From Mistakes 41:52 Life Outside Work 45:13 CEO Reality Check 48:34 Investor Story and Value 50:21 NYSE Texas Listing