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