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 Banter
01:22 Meet Andrejka Bernatova
02:25 From Czech Roots to America
04:12 Global Studies and Languages
06:24 Wall Street to Energy in Houston
10:20 Building an Energy Career
14:58 Investor vs Operator Mindsets
19:59 Exit Readiness and Contracts
22:10 Betting on Management Teams
26:24 Learning Risk and Resilience
29:30 First Fundraise at Fourteen
32:53 Parents Advice and Payback
34:27 Texas Energy Culture Shock
36:06 Welcoming Industry Mindset
39:29 Self-Advocacy and Mentors
41:29 Dynamix Investment Thesis
44:38 SPACs Versus IPOs
48:49 AI Data Center Bubble Risks
57:23 Underrated Energy Bets
01:01:09 Extreme Endurance Lessons
01:08:47 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 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