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

Can shipping decarbonize without a clear fuel winner?

Live from the Baker Hughes Annual Meeting in Florence, Energy Espresso host Jim Wicklund sits down with Raimondo Giavi, VP, Hydrogen at Baker Hughes; Carlo Luzzatto, CEO of RINA; and Claire Wright, Senior Vice President of Hanwha Ocean Europe, to unpack the future of maritime decarbonization.

They discuss regulatory uncertainty between the EU and IMO, the rise of green shipping corridors and port hubs, and why flexibility, through dual-fuel systems, efficiency gains, and adaptable turbine technology, may be the industry’s most realistic path forward.

00:00 Welcome From Florence

00:30 Meet The Guests

01:31 Maritime Rules And ETS

06:59 Net Zero And Flexibility

09:56 Ship Design And Efficiency

12:55 Energy Density Reality Check

15:12 Baker Hughes Gas Turbines

20:29 Certification And Proven Tech

22:41 Ports Bunkering And Corridors

28:00 Top Global Port Hubs

29:53 Pathways To Zero Fuels

30:16 Ammonia and Offsets

31:13 Fuel Competition Crunch

32:43 Piggybacking Infrastructure

33:30 Efficiency as Hero

34:39 Hydrogen Blending Reality

36:27 Green Hydrogen Economics

38:28 Materials and Repurposing

39:20 Value Chain Collaboration

40:51 Innovation Hubs and TRL

44:36 Building Trust and Culture

52:00 Data Sharing Barriers

55:37 AI for Operations

Things I learned this week.

What Moves Oil: $40 or $60?

On the Energy Espresso Podcast, host Jim Wicklund sits down with Jan Stuart, Global Energy Economist at Piper Sandler, to break down what could actually move oil prices.

After talk of $40 oil, Stuart pushes back, arguing it would take a recession-level shock and missteps from OPEC+. Instead, he sees ~$60 with upside, pointing to tight spare capacity, steady demand, and low inventories, while also unpacking LNG volatility and a potential near-term glut.

00:00 Welcome and Guest Intro

00:45 Elevator Oil Trader Story

01:37 Can Oil Hit 40

02:04 Iran Risk and Spare Capacity

02:55 Global Demand Growth Outlook

04:05 Surplus Debate and NGLs

04:20 OPEC Plus Adds Barrels Back

05:44 Thin Spare Capacity Reality

07:26 Just In Case Stockpiling

08:30 Putting a Price Forecast

10:25 Why Not 100 Dollar Oil

11:19 Tier Two Tech Upside

11:57 Oil Price Reality Check

12:50 Global Supply Shifts

13:15 Europe Net Zero Backlash

14:37 LNG Export Boom Risks

15:10 Early Signs Of Glut

17:42 China Power Mix Reality

19:11 Cheap Power Wins

20:07 Clearing LNG With Price

22:31 Tech Squeezes Margins

23:45 Wrap Up And Thanks

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

A new chapter begins for The Energy Espresso Podcast ☕

In this special transition episode, Dave Bosco announces his departure and passes the mic to industry veteran Jim Wicklund.

Together, they reflect on the evolution of oil and gas, the role of natural gas, and what lies ahead for the industry. Plus, Jim shares his vision for the podcast and previews his first episode.

00:00 Introduction and Guest Welcome

01:02 Jim Wicklund's Career Journey

05:01 Industry Insights and Technological Advancements

11:03 The Future of Energy and Natural Gas

18:01 Reflections on the Energy Espresso Podcast

23:08 Vision for the Future of the Podcast

24:17 Industry Insights and Education Goals

25:25 Media Misunderstandings and Industry Realities

25:47 Venezuela's Oil Industry Challenges

28:22 The Importance of Hydrocarbons

37:04 Personal Reflections and Future Plans

40:39 Closing Thoughts and Farewell

Can the grid keep up with the future of energy?PWR-HR, a segment of the Energy Espresso Podcast, is back, this time live from Daniel Energy Partners BBQ in Midland, with hosts Dave Bosco and Travis Simmering setting the stage before diving into the future of the grid.Joining them are Paddy Finn, Co-founder, CEO & CTO of VIOTAS, and Del Hilber, Managing Director of VIOTAS Texas, as they break down as they break down key topics like demand-side solutions, flexible industrial loads, distributed generation, and data center growth—and what it all means for grid reliability in the ERCOT market.Tune in now!00:00 Introduction to Energy Espresso Podcast00:45 Live from the DEP BBQ in Midland, Texas01:43 Special Guests: Paddy Finn and Del Hilber02:16 Understanding TIS and Its Market Impact03:44 The Importance of Customer Relationships07:00 Technical Insights and Innovations17:31 Global Market Strategies and Expansion24:04 Building a Resilient Energy Portfolio24:18 The Role of Renewables in Texas24:47 Technological Advancements and Team Expertise25:59 Customer Trust and Flexibility26:28 The Future of Open-Source Data in Energy29:48 Challenges and Opportunities in Grid Management35:15 Regulatory Changes and Market Dynamics44:28 Concluding Thoughts and Future Discussions

How do you protect high-risk operations when every second counts?

Join host Dave Bosco and guest Josh Jones from AFEX Fire Suppression Systems as they explore the critical role of fire suppression systems in the oil & gas sector. Recorded live from the Daniel Energy Partners Barbecue in the Permian Basin, Josh shares how Apex evolved from forestry roots to becoming a key safety partner in energy. With practical insights on reducing risks and protecting assets in high-hazard environments, this episode offers a clear look at the future of safety and innovation in the industry.

00:00 Welcome to Energy Espresso

01:08 Introduction to AFEX and Fire Suppression Systems

04:44 The Genesis and Evolution of AFEX

11:07 Josh's Journey into the Oil and Gas Industry

17:33 Global Expansion and Challenges

22:14 Fire Suppression in Mining and Oil & Gas

22:38 Global Team and Market Expansion

24:16 Management Style and Team Culture

28:17 Industry Challenges and Innovations

32:26 Leadership and Industry Evolution

41:01 Podcast Conclusion and Final Thoughts

How tech and leadership are reshaping the future of energy?

In this episode of The Energy Espresso, host Dave Bosco sits down with Del Hilber from VIOTAS, who flew in from Baltimore to Houston, to share his journey from Constellation Energy to his current role.

Del offers sharp insights on demand-side management, renewable integration, and the power of corporate culture to spark innovation.

Grab your coffee and hear Del’s unique perspective on the Texas energy market, regulatory changes, and lessons learned from Ireland’s renewable boom.

Don’t miss this deep dive into how technology and strong leadership are redefining energy management!

00:00 Introduction and Guest Welcome

00:16 Weather and Travel Banter

01:01 Energizing the Conversation with Coffee

02:04 Del's Journey in the Energy Sector

02:58 Demand Response and Business Ventures

04:40 Transition to TIS and Current Role

07:24 TIS Overview and Global Presence

09:13 Understanding Qualified Scheduling Entities (QSE)

12:16 Technology and Market Participation

20:29 Regulatory Changes and Market Dynamics

27:14 Ireland's Energy Market and Lessons for Texas

37:18 The Uncertainty of Future Programs

37:30 Data Center Challenges and Solutions

38:06 Navigating the Energy Market

39:27 Supply Chain and Regulatory Hurdles

41:20 The Importance of Grid Resiliency

57:21 Leadership and Team Building

01:08:33 Conclusion and Future Outlook

PWR-HR, a segment of the Energy Espresso Podcast, returns with hosts Dave Bosco and Travis Simmering taking on a seven-iron challenge at Pebble Beach and sharing quick sports updates, from DJ Dad’s softball coaching to the FedEx Cup and Ryder Cup.

They then shift to power markets: natural gas outlook, SMRs, AI-driven demand, and Caterpillar’s 1.1-GW sale to a Utah data center.

Tune in now!

00:00 Welcome to The PWR-HR

00:26 Inaugural Episode Competition

02:28 DJ Dad and The Bomb Squad

07:02 Golf Talk: FedEx Cup and Ryder Cup

09:40 Nuclear Power and SMRs Discussion

13:21 Upcoming Energy Projects and Natural Gas Outlook

16:35 Fusion Technology and Future Energy Innovations

17:55 Geothermal Energy and Natural Gas Dominance

18:40 Challenges and Opportunities in Power Generation

21:09 Data Centers and Energy Efficiency

25:01 The Future of Power Generation and Efficiency

29:57 Engaging with the Audience and Closing Remarks