Oilfield 360 Podcast

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

The best midstream opportunities are not obvious; they are overlooked.

Recorded at the Piper Sandler 26th Annual Energy Conference, David de Roode and Victoria Beard Queen sit down with Rich Reynolds, CEO at Cavalcade Midstream, LLC.

Reynolds breaks down a different approach to midstream: solving niche producer problems and unlocking value in distressed assets—while raising capital deal-by-deal to match the right investors with the right opportunities.

A sharp perspective on strategy, discipline, and where real value is being created in today’s market.

00:00 Why Oil And Gas Matters
00:36 Podcast And Sponsors
01:59 Live From Piper Sandler
03:08 Meet Rich Reynolds
03:34 From Lawyer To Energy
04:25 Neustar Deal Lessons
05:23 What Cavalcade Does
07:44 Entrepreneur Mindset
10:10 Opportunities In Midstream
13:03 Raising Capital By Deal
16:26 Filtering Noise With People
18:35 Knowing Yourself And Partners
20:51 Family Leap of Faith
21:53 Explaining Midstream to Kids
23:23 Why San Antonio Base
24:55 Taco Talk and Tortillas
25:52 Midstream Consolidation Opportunities
27:30 From Attorney to CEO
29:16 Leading a Small Team
30:16 Giving Back in San Antonio
34:11 Recharging with Family
35:37 Disneyland Detour
36:31 Legacy and Impact
37:44 Career 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