Oilfield 360 Podcast

Natural gas infrastructure is creating new opportunities as demand for reliable energy continues to grow. David de Roode and Victoria Beard Queen sit down with energy investor Andrejka Bernatova, Chief Executive Officer at Dynamix Corporation III, to explore her journey from growing up in communist Czechoslovakia to building a career in global finance and the U.S. energy industry.Andrejka shares her experience moving from Wall Street into energy infrastructure, investing in and building midstream businesses, and eventually founding Dynamics. She also discusses her approach to risk, investor-operator relationships, management quality, and investment strategy, along with her perspective on SPACs, the AI and data center boom, and what the energy industry can teach those building the infrastructure behind AI.00:00 Show Kickoff Banter01:22 Meet Andrejka Bernatova02:25 From Czech Roots to America04:12 Global Studies and Languages06:24 Wall Street to Energy in Houston10:20 Building an Energy Career14:58 Investor vs Operator Mindsets19:59 Exit Readiness and Contracts22:10 Betting on Management Teams26:24 Learning Risk and Resilience29:30 First Fundraise at Fourteen32:53 Parents Advice and Payback34:27 Texas Energy Culture Shock36:06 Welcoming Industry Mindset39:29 Self-Advocacy and Mentors41:29 Dynamix Investment Thesis44:38 SPACs Versus IPOs48:49 AI Data Center Bubble Risks57:23 Underrated Energy Bets01:01:09 Extreme Endurance Lessons01:08:47 Closing Thoughts And Farewell

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 Banter00:28 Drone Grocery Delivery Story01:12 Meet Justin Jacobs01:30 Early Career Blackstone02:22 Turnarounds and World Travel04:24 Mill Road Capital Strategy Shift07:49 Finding NGS in 202009:06 Board Turmoil and CEO Move12:27 Energy Outlook and Compression16:35 Boardroom Lessons and Value Drivers24:59 Four Value Drivers Explained26:42 Field Techs and Leadership29:09 First Days as CEO in Midland32:16 Texas Culture and Family Life34:19 Working With the Board37:59 Board Expectations39:10 Learning Organization41:22 High Performance Culture43:39 Trust And Feedback45:48 CEO Self Assessment46:59 Mentors And Lessons51:19 Family Racing Hobby54:05 Speed And Focus58:09 Gas Market Outlook01:01:57 Rent Versus Own01:04:37 Electric Compression Debate01:07:48 Midland Favorites01:08:26 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 Kickoff00:31 Sphere Concert Talk01:30 Meet Seadrill CEO02:16 Early Life and Schools04:15 Paying for College05:42 What Seadrill Does06:53 Simmons to Bain Capital07:31 Diamond Offshore Story10:17 Joining Seadrill11:03 Working With Julie12:29 CEO Transition Challenges14:13 Safety Culture First16:38 Hiring and Company Culture17:56 Leading With Curiosity20:19 Running a Global Business25:05 Winning Offshore Work27:20 Long-Term Energy Outlook29:39 All Energy Sources Needed30:15 Offshore Demand Shifts East31:22 Floater Market Tightness31:43 Why Newbuilds Won’t Boom33:46 Cuban Taxi Rig Strategy35:35 Growth Through M&A37:22 Consolidation And Client Math40:15 Private Equity Back To E&P41:00 Legacy And Industry Impact41:29 Local Giving And Community42:50 Mentors Humility, Leadership45:29 Safety Keeps Him Up46:35 Family Pets And Foster Fail48:20 Weekend Life Fencing Golf50:55 Simmons Memories And Start53:28 Parting Advice Industry PR56:09 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 Kickoff00:14 Back to School Catchup00:49 Be Present Quote01:20 Summer Road Trip Stories02:55 Meet Sam Sledge04:04 Midland Roots06:25 Mentors and Community08:21 Faith Family Football11:29 Range and Curiosity16:11 Mentorship Mindset18:11 Landman and Safety22:36 From Frac Hand to CEO31:41 Marriage Team Mindset32:26 Identity Beyond CEO33:26 Why Enter Power33:36 Electric Frac Origins36:48 Building ProPower Team37:54 AI Data Center Demand42:13 Execution And Investors44:35 Permian Not Dying46:07 Future Of OFS51:45 Family And Work Stories54:41 Franny The Mascot Dog56:26 Life Fitness Closing Advice59:08 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 Matters00:36 Podcast and Sponsors01:59 Host Catch Up03:23 Meet Jose Bayardo04:03 Early Life and Education06:43 Banking and Energy Tech07:32 SCF and Complete Growth14:48 Continental to NOV18:34 Becoming NOV CEO25:26 What NOV Does26:10 Brazil Deepwater Expansion28:45 Geopolitics and Supply Chain30:05 Energy Security and Diversification31:13 Fiberglass and Midstream Infrastructure33:25 Automation and Data Tech35:14 NOV in 5 to 10 Years37:19 M&A Versus Organic Innovation39:13 Capital Discipline and Investing42:23 Replacement Cycle and Tightening Market45:37 Family Life and Balance48:33 Cars and Hands-On Hobbies51:55 Mentors and Leadership Lessons54:57 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 Matters00:36 Podcast and Sponsors01:59 Welcome and 100th Episode02:39 How the Show Began06:19 Introducing Jamie Stewart07:55 EnQuest After COVID09:29 EnQuest Business Overview10:27 Power Generation Pivot14:32 Data Centers Need Everything17:14 How EnQuest Entered Power19:51 Efficiency vs Demand21:42 Hiring and Culture23:44 Talent Shortage Reality27:00 Why Join EnQuest Now28:13 Natural Gas Frac Future30:40 Engine Tech Explained31:11 Natural Gas Fuel Savings32:23 Going Fully Gas Powered32:54 Safety Culture And Learning34:04 Networking And Industry Events36:15 Barbecue Competition Stories40:24 Petroleum Museum Magic41:27 EnQuest Future Vision43:17 Life Outside EnQuest45:27 Cooking And Grill Tales47:45 Meeting Natalie And Giving Back50:42 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 Matters00:36 Podcast Mission and Sponsors01:58 Live at Fossil Fueled Houston02:51 Meet Beth McDonald03:15 Roots and Geology Passion04:16 Texas A&M and Giving Back05:03 Early Career Lessons at Fina08:46 From Hess to Pioneer Growth10:06 Joining SM Energy Culture11:54 Innovation and Basin Strategy15:00 CITAs Merger Value Case16:42 Integration Planning and Talent17:33 Merger Momentum18:55 Family Life Balance20:55 Mentors Who Shaped Me23:04 Why Energy CEO24:09 Legacy and Leadership25:12 Weekends Sports Outdoors26:55 Roots and Space Inspiration28:18 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 disciplineAs 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 Matters00:36 Podcast Mission And Sponsors01:59 Welcome Back And Travel Recap02:51 Pebble Beach Cooking Win04:26 Meet Cary Ford05:37 Cary’s Houston Roots06:56 Canada Family Connection10:51 Entering Energy And Simmons11:51 Arthur Andersen Lessons13:50 Twin Life And Style15:40 Precision Drilling Overview17:02 Middle East Operations Risk17:51 Career Path To CEO23:51 Vision For Canada And US Growth26:46 Middle East Growth Tech28:37 Culture Field Comes First30:05 Service Mindset Wins33:19 Mentors Shaping Leadership35:47 CEO Energy Intensity37:52 Why Oilfield Matters39:55 Living Working Calgary44:43 Alberta Politics Headwinds46:35 Weekends Golf Reading49:32 Middle East Returns Discipline50:49 Canada Investment Tailwinds54:28 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 Matters00:36 Podcast And Sponsors01:59 Conference Welcome Banter03:03 Meet Scott Grimmer04:25 From Military To Power05:26 Early Career Lessons06:34 Mesa Elevator Pitch07:48 Power Demand Perfect Storm10:06 Recips And Supply Chain12:14 Starting Mesa From Zero14:08 Boone Pickens Origin Story17:15 Mesa 2.0 Growth Markets19:55 Data Centers And Infrastructure Reality21:54 All Of The Above Power22:34 Supply Chain In House23:49 Family Work Balance25:15 Military Leadership Lessons26:32 Connecting With 900 Employees28:44 Selling The Business30:33 Culture And Core Values32:45 Choosing New Markets33:58 Coaching And Priorities35:58 Proudest Military Moment37:13 Mesa Vision And Global39:35 Final Wisdom And Wrap