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

How do you transform an oilfield services giant into a power generation powerhouse?

Gravity CEO Rob Rice joins David de Roode and Victoria Beard Queen to reveal the "behind-the-scenes" of his company’s massive evolution.

From his days as an Air Force flight test engineer to leading multi-million dollar divestitures, Rice explains why the future of the field is not in water or chemicals, but in standardized 400 kW natural gas generators.

Tune in to find out!

00:36 Podcast Mission And Sponsors

01:59 Host Banter And Industry Events

03:39 Meet Rob Rice

03:54 Louisiana Roots And Air Force

05:46 First Rig Trip Spark

07:25 Early Career Texas Eastern

08:51 Enron And Overseas Work

11:28 Hanover To Archrock Leadership

14:41 Air Force Flying Stories

16:26 Gravity Origin And Reshaping

20:23 Power Rental Market Focus

26:11 Reliability Data Centers And Service

29:18 Strategic Partner Role

30:52 Looking Ahead For Gravity

31:01 Growth and Diversification

32:13 Company Size and COVID Reset

33:49 Remote Work and Tech Shifts

35:43 Deal Prep and Data Rooms

38:32 Motivating Teams Through Change

41:59 Professionalism First Impressions

45:24 Career Choices in Energy

49:10 Mentors and Paying It Forward

50:15 Life Outside the CEO Role

52:21 Crawfish and Louisiana Roots

54:51 Final Advice and Wrap Up

Can nuclear power be deployed as easily as a shipping container?

In this episode of Oilfield 360, hosts David de Roode and Victoria Beard Queen sit down with Bobby Gallagher, CEO of Deployable Energy, to discuss how his experience in offshore drilling led to innovations in both well safety and nuclear energy.

From a millisecond-response blowout preventer concept to containerized microreactors designed to run for five years without refueling, Gallagher explains how factory-built nuclear systems could transform energy supply for remote grids, maritime operations, and critical infrastructure.

They also explore nuclear’s regulatory hurdles, global competition, and why building the next generation of energy infrastructure will require both engineering and leadership.

00:36 Podcast And Sponsors

01:59 Back In Houston Banter

03:28 Meet Bobby Gallagher

03:57 From Military To Oilfield

04:56 Korea Shipyard Boom

07:19 Service And 9 11

10:50 Pyro BOP Breakthrough

15:47 Starting Deployable Energy

17:31 One Megawatt Container Reactor

19:06 Factory Build And Logistics

21:55 Fuel Choice And Scaling

27:00 LEU Vs HALEU Explained

29:47 Supply Constraints Strategy

30:58 Energy Poverty and Portability

32:31 Oilfield Tech Inspiration

34:17 Houston as Build Hub

35:52 Maritime Nuclear Use Cases

37:21 Island Grids and Soft Power

39:42 China Russia Nuclear Race

44:10 Scaling Manufacturing in Houston

45:11 Hiring for Character

46:14 Mentors and Resilience

49:23 Family Life and Sports

50:07 Cycling Career and Crashes

53:02 Martial Arts and Humility

56:03 Closing Wisdom and Farewell

From Shale to Steam: Can geothermal scale like oil & gas?

Recorded live at the Baker Hughes Annual Meeting, Fervo Energy CEO Tim Latimer joins the Oilfield 360 podcast to explain why geothermal is the new "Shale 3.0."

Tim breaks down how Eagle Ford drilling techniques are unlocking 500MW of carbon-free power at Project Cape, the impact of high-temp well design on drilling speed, and why the best leaders still know how to "stop and smell the roses."

A sharp look at how oilfield innovation is defining the future of baseload energy!

0:00 Why Oil & Gas Still Matters

02:00 Live in Italy + Tim Intro (Fervo Energy)

04:30 The Geothermal Spark

07:45 Enhanced Geothermal Explained

10:02 Finding the Temperature Sweet Spot

13:50 Building Fervo

18:18 Funding Hard Tech

23:07 “Shale 3.0”

27:22 Leadership & Culture

30:10 Preventing Burnout

35:05 Partnering with Baker Hughes

41:18 Scaling to 500MW

43:09 Decline Rates & Well Spacing

46:24 Faster Drilling in Hot Granite

48:37 Fatherhood & Advice

53:15 Wrap-Up

How do you manage $4B+ in revenue while staying close to customers in 120 countries?

At the Baker Hughes Annual Meeting in Florence, hosts David de Roode and Victoria Beard Queen sit down with Tayo Akinokun, SVP of Global Geozones, to explore his 34+ year journey from Nigeria to global leadership.

He shares why the company shifted from eight regions to 16 geo zones to get closer to customers, how he manages global complexity, and how Baker Hughes is “rewriting the energy equation” through integrated energy solutions.

00:00 Why Oil and Gas Matters

00:37 Podcast Mission and Sponsors

01:59 Live from Baker Hughes Italy

04:18 Early Exposure and Youth Service

06:04 Family Background and Career Choice

08:13 Favorite Country UAE

09:19 What Are Geo Zones

11:12 Leading a Global Team

13:06 Culture and Consistency Worldwide

17:20 Rewriting the Energy Equation

19:27 Supply Chain and Synergies

21:03 Where Baker Hughes Focuses

22:46 Entering New Regions

24:00 Career Path and Taking Risks

25:20 Field Life Inspiration

26:54 Taking Career Risks

27:40 Algeria Safety Reality

29:27 Nomadic Family Moves

31:09 Kids Global Advantage

35:52 Leadership Development

38:01 Mentors In Nigeria

39:42 Purpose And Balance

43:27 Dedication To Success

44:10 Final Thanks And Wrap

What does it take to operate where humans can’t survive?

Live from Florence at the Baker Hughes Annual Meeting, hosts David de Roode and Victoria Beard Queen sit down with Oceaneering CEO and President Rod Larson for a high-impact mini episode.

From subsea ROVs and autonomy to crisis resilience and leading 14,000 people worldwide, Rod shares how a 60-year-old diving company evolved into a global robotics powerhouse—serving offshore energy, NASA, defense, and even theme parks.

Pressure, corrosion, uptime, leadership under fire, this one goes deep.

Full episode coming soon.

00:00 Why Oil & Gas Still Powers Modern Life

00:37 Show + Sponsors

02:00 Rod Larson Intro (Oceaneering CEO)

03:08 From Diving to ROVs & Robotics

04:11 Beyond Oil & Gas

05:45 Engineering the Deep

08:16 ROV Fleets & Upgrades

09:23 Hiring & Culture

10:54 Leading 14,000 Globally

13:09 Rod’s Career Journey

16:11 Career Advice

17:26 Leading Through Crisis

20:19 Resiliency & Risk Planning

22:34 AI & Energy Insights

24:13 Rapid-Fire

25:46 Wrap-Up