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