Podcasts about Midstream

In this episode, Manav Sevak, CEO, Novitas Holdings, Venkat Mocherla, Founder of Midstream, and Malinka Walaliyadde, CEO, AKASA, discuss how artificial intelligence is transforming healthcare operations, revenue cycle, patient navigation, and clinical decision-making.

VettaFi Head of Energy Research Stacey Morris joined Steve Darling from Proactive to discuss the outlook for North America's midstream energy sector, highlighting strong long-term growth drivers including LNG exports, rising electricity demand, and the rapid expansion of AI-driven data centres. Morris described midstream companies as the “shipping and handling function of the energy value chain,” operating critical infrastructure such as pipelines, storage terminals, export facilities, and natural gas processing plants. Unlike many energy producers, midstream operators typically generate stable, fee-based cash flows through long-term contracts that often include inflation-linked pricing, providing greater earnings visibility and less direct exposure to commodity price volatility. The discussion also explored the impact of global geopolitical developments, with Morris noting that both the United States and Canada are increasingly viewed as reliable energy suppliers. She highlighted continued growth in liquefied natural gas (LNG) exports, supported by expanding export capacity and a robust pipeline of future projects designed to meet rising global demand for natural gas. Artificial intelligence emerged as another major growth catalyst. Morris explained that hyperscale data centre operators are increasingly turning to natural gas-fired power generation due to its reliability and ability to meet the significant energy demands associated with AI infrastructure. As a result, many data centre developers are working directly with midstream companies to secure fuel supply, transportation, and infrastructure connections. Looking ahead, Morris pointed to several key drivers supporting continued sector growth, including increasing electricity consumption, coal-to-gas switching, industrial electrification, LNG export expansion, and improving expectations for North American oil production. These trends are contributing to strong project backlogs and capital investment opportunities across the midstream industry. “This space is more about playing the volumes than the actual commodity price,” Morris said, emphasizing that long-term demand growth for natural gas and energy infrastructure remains the primary investment thesis for many midstream companies. With stable business models, growing infrastructure demand, and multiple long-term growth catalysts, Morris believes the North American midstream sector remains well-positioned to benefit from evolving energy markets and increasing demand for reliable energy transportation and processing services. #proactiveinvestors #MidstreamEnergy #EnergyETF #NaturalGas #LNG #EnergyInfrastructure #EnergyMarkets #DataCenters #ArtificialIntelligence #Pipelines #EnergyInvesting #NorthAmericaEnergy

One of the most discussed and often misunderstood aspects of the midstream world is the pipeline open season. It is how midstreamers go out to the market to test shipper interest and lock in commercial commitments for new projects and can effectively determine whether a project will get built. 

What happens when healthcare supply chain teams stop trusting their own data? In this episode of Power Supply, Shireen Ahmad, Executive Partner at Midstream, joins us to explain why data hygiene remains one of the biggest challenges in healthcare supply chain, and why its impact reaches far beyond IT. From ERP migrations and broken contract relationships to pricing discrepancies that can cost hospitals thousands of dollars per procedure, Shireen shares real-world examples of how poor data quietly undermines operations, sourcing, and financial performance. She also explores the growing role of AI, master data management, and governance, arguing that data hygiene is ultimately a trust issue, not just a technology issue. If you've ever questioned the accuracy of your data, this episode offers a candid look at the challenges hiding behind the numbers. Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for 0.5 CECs! – https://www.flexiquiz.com/SC/N/ps18-05 #PowerSupply #Podcast #AHRMM #HealthcareSupplyChain #SupplyChain #Data #DataHygiene #Trust #AI #DataManagement

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the button the play button above.As the Strait of Hormuz (SoH) Crisis completes its third month and on-again/off-again peace talks drag on, we are starting to see the outlines of various structural themes emerging, and, as importantly, some that are not. Thematically we see the following:* Power Surge! Our Power Surge! super-cycle theme has not only not been knocked off track by the SoH Crisis, but has likely been enhanced based on “the four Ds” of pragmatic energy policy orientation we discuss below. Recently completed 1Q 2026 earnings season shows the AI (artificial intelligence) and broader digital transformation theme is as strong as ever.* Geopolitical Super Vol. Geopolitical Super Vol remains our commodity macro framework, in particular for crude oil prices. Since Russia-Ukraine and through SoH-to-date, we have resisted crude oil super-cycle framings while also, importantly, rejecting perma bear doom-and-gloom. The unforgiving math of global oil demand being forced down to circa 95 million b/d of supply from around 105 million b/d pre-crisis suggests recession is the most likely clearing mechanism rather than a structural increase in long-dated oil prices in the event a significant disruption to flows persists. To be clear, we do see scope for a modest increase in long-end oil on the order of $10/bbl to account for both cost inflation and an increased geopolitical risk premium.* Molecules to markets. In our view, getting molecules to markets is the more pressing strategic imperative for countries than simply trying to find the molecules in the first place. In traditional energy, this puts a premium on well-positioned midstream and downstream assets. In the upstream business, there is always an opportunity to find acreage that is well positioned on the future cost curve. Having a midstream or downstream solution (e.g., LNG) may be an increasing success factor for larger E&P (exploration and production) companies.* New business models > pure-play (for larger companies). The era of extreme pure-play specialization we think will fade, or at least will no longer be the dominant ask of investors. Business model evolution is likely to continue to separate leaders from laggards. Examples we find intriguing include pressure pumpers and midstream companies diversifying into behind-the-meter (BTM) power, US shale gas producers expanding into midstream and potentially LNG, refiners that have grown midstream capabilities, midstream companies that have grown export opportunities, and the expanded commercial trading opportunities that larger companies have pursued. The list is growing.* Brownfield > greenfield (usually). The advantage of doing more from existing assets is something both countries and companies have in common. Brownfield almost always beats greenfield on profitability and speed-to-market, though a best-in-class greenfield project like Guyana oil is the type of exception that exists to the general rule.From an energy policy perspective, the Strait of Hormuz Crisis reveals what we are now calling the four Ds of country-level energy policy aspiration:* Do as much Domestic production as possible;* Diversify energy sources and technologies;* Do more from existing assets; and* embrace Digital transformation and AI.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com.The Four Ds of Pragmatic Energy PolicyThe four Ds are the pragmatic policy implication of country leaders recognizing energy's natural hierarchy of needs (Exhibit 1). On the right side of Exhibit 1, we rank (higher on list is better) resource rich countries and resource challenged areas in terms of federal policy orientation that recognizes energy's natural hierarchy of needs and implementation of the four Ds relative to a given country's strengths and weaknesses.Saudi Arabia and United Arab Emirates among resource rich regions and China among resource challenged areas we see as having favorable federal energy policy orientations. Laggards are not surprising: Western Europe, California, Canada, and Australia. What KSA, UAE, and China have in common are national leadership that emphasizes the ideas of “all of the above,” maximum (or optimal) output of what you can control, and unapologetic “their own country first” mentalities.Super-Spiked subscribers know we have a very favorable view of Canada's oil and gas potential and the leading companies in the province of Alberta. We had an unfavorable view of the federal energy policies pursued by the prior Trudeau regime, with the jury out on the current Carney administration. On the latter, we appreciate that the rhetoric has improved off a low starting point. The proof will be in the policy implementation pudding.No country should aspire to follow the path of California or Western Europe and their “climate first” ideology (dishonorable mention goes to many states in the US northeast). Sadly, poor energy policy choices made in those areas are going to mean that less fortunate consumers and businesses in developing Asia suffer from being outbid for needed energy like LNG, jet fuel, and diesel during times of stress, as we last saw in the early days of Russia-Ukraine. It has been some time since we have done a deep dive on Australia; our sense would be that it is in the Canada category of having substantial oil and gas resources that the world would massively benefit from, but is being held back by ill-advised climate-first ideology by its national leaders.Exhibit 1: A Hierarchy of Energy Needs & Country Policy Objectives and OrientationSource: Veriten.Doing More From Existing AssetsIn previous issues of Super-Spiked, we have discussed three of the Ds: do as much domestic production as possible, diversify energy sources and technology, and embrace digital transformation and AI. Therefore, in this post we will expand on the “do more from existing assets” theme.* A major advantage the developed world has over China, India, and other developing areas is a large installed base of assets and infrastructure. Prematurely retiring old power plants in the name of “energy transition” and “The Climate Crisis” is the type of 2020-2023 mistake that has hurt competitiveness and affordability in the United States and Western Europe. In power generation, we are intrigued with trying to answer the question of how much new generation from legacy sources (e.g., natural gas, BTM, and traditional nuclear) is needed versus how much new generation technology is needed (e.g., fuel cells, enhanced geothermal, advanced nuclear) versus how much can existing grid utilization be improved via flexible loads and various grid enhancing technologies. How much more can we get from existing is important to how much we need from the other two options.* In crude oil markets, we do not believe there is the urgency to figure out “what's next” from a resource perspective as there was in the 2004-2014 super-cycle. To be clear, this comment is intended at the macro level; individual companies are almost always in need of figuring out what's next. Exploration and capital spending is likely to grow but we do not believe the kind of re-rating that happened during China/BRICs is warranted now. Rather we are most intrigued with what companies are doing to extend asset life (i.e., resource to production ratio) via a combination of technology application, business development, and midstream/downstream investment that can ensure molecules get moved to markets and turned into usable end products. Ironically, the Middle East looks like a compelling upstream opportunity for western oil and gas firms, given improved fiscal terms in certain areas. We have long held a favorable view of Canada (our concerns about its federal energy policies notwithstanding) and Alaska. Recent developments in many Latin American countries warrant a fresh look at the region for western players.* The largest areas that seem ripe to “do more from existing” include US shale oil, US shale gas, Middle East oil, Canada's oil sands, Venezuela oil, and developed market power grids.Growth and opportunityThe five areas of energy where we are most confident in growth include:* US and global power generation* Midstream and downstream infrastructure for crude oil and various metals and minerals* Grid enhancing technologies* US and global natural gas* Renewables and storageThe long-term opportunity to grow nuclear power is going to prove to be compelling for many countries, justifying the required patience in terms of time to development. Nuclear is the ultimate baseload, domestic, clean energy source.We remain open-minded about emerging and new energy technologies. We are seeing current growth in fuel cells and optimism about enhanced geothermal on the power generation side of the business. The SoH Crisis will accelerate adoption of electric vehicles and LNG trucks in particular in oil importing countries for diversification and affordability reasons.The success of new business models should diminish investor and activist demand for pure-playsThere is a misperception that investors prefer pure-plays or that investors only want more dividends and stock buybacks. Investors prefer companies that generate superior profitability with differentiated growth. Both are needed to sustainably outperform: profitability AND growth.The challenge in mature, cyclical sectors is that corporate over-enthusiasm for growth usually erodes profitability to the point where investors demand a disavowal of growth in favor of profitability and returning capital to shareholders. To be sure, if structural demand growth for a given commodity is something like 1%-2% per year, the expected growth rates for the largest companies within that sector is unlikely to be any more than +/- 1%-2% of the broader demand trajectory.As businesses mature and growth slows, the demand by investors to focus on sub-parts of the business often increases in order to enhance the combination of per share growth and profitability for a particular business segment. The post-2014 oil super-cycle bust and growth in U.S. shale turbocharged the demand for pure-plays, especially within the traditional oil & gas value chains. Certain pure-play shale oil producers, midstream companies, and refiners in fact performed exceptionally well.Power is clearly in a super-cycle and traditional oil and gas is operating with a Geopolitical Super Vol macro backdrop (a dramatic improvement from the post super-cycle bust phase of 2015-2020) and business opportunities abounding in the different product lines and geographies.SoH Crisis FAQQuestion 1: Has an oil super-cycle begun?Answer: No. Our core view remains Geopolitical Super Vol, not super-cycle.Q2: Have the odds of “peak oil demand” increased?A: No, we don't think so. However, we are concerned that if the Strait remains significantly disrupted that the painful adjustment down in global oil demand could mean that we spend a good part of the remainder of this decade recovering back to pre-crisis demand levels as incremental supply is brought online. In our view, the timing of a more permanent peak in oil demand is unknowable so long as the other seven billion people on Earth continue to use only a fraction of the energy The Lucky 1 Billion of Us take for granted.Q3: Isn't AI and the resulting power demand growth forecasts a bubble waiting to pop?A: No or, perhaps more accurately, not at this time. The fact that numerous stock markets like the U.S. (S&P 500), Japan (NIKKEI), and South Korea (KOSPI) are at or near all-time highs may indeed reflect complacency with the risk of global recession due to the ongoing SoH Crisis. We would differentiate stock market complacency with an AI bubble. We see it in the areas where we spend a lot of time: digital transformation and the application of AI is a game changer for numerous businesses. The stock market may well experience a major correction if the world tips into recession. Whatever short-term setback that might mean for near-term power generation we think would be akin to the Great Financial Crisis hit to oil demand in the middle of the China/BRICs super-cycle of 2004-2014, i.e., it was temporary.Q4: Don't investors prefer “pure-plays” over diversified companies? A: That view is missing our point. Investors prefer companies with competitive profitability and differentiated growth opportunities. The demand for “pure-plays” typically is the result of a mature sector experiencing a structural downcycle and investors being disappointed on both profitability and growth. And for sure, some companies should remain as pure-plays. The larger a company's market capitalization and overall size, the less we think a pure-play business model makes sense, be it basin or geography or asset type or business line. For small-caps and new technologies, the pure-play business model is often logical.Q5: So E&Ps will merge with refiners?A: No, we aren't expecting that type of integration or diversification. A future “integrated E&P” likely means some combination of midstream and commercial exposure as opposed to a historical upstream-refining mix, as an example.⚡️On A Personal Note: Work Hard. Golf Hard.It's been a great three-week stretch of Spring golf ramp-up. 8 rounds in 5 days in and around Troon, Scotland the first week of May and then our NJ club's flagship member-member Governor's Trophy tournament over Memorial Day weekend featuring 45 holes of match play over 2 days. Day 2 of Governor's featured a good Scottish cold snap of low 50s weather and a light drizzle. Glad my rain pants got more work in and happy to be in sunny Houston as I finish writing this.At Governor's you can always see the short-game comfort from the returning Florida crowd versus those that stayed north over what is typically a 4-5 month winter hiatus. I failed to take advantage of part-time Houston residency this past winter and my partner and I didn't win our flight for the first time since 2021. Five 3 puts—FIVE!!!—from yours truly in Round 2 and two more missed make-able putts in Round 3 were seven half-point giveaways we did not overcome. Based on my accounting, my partner cost us only 2 points versus my 3.5, so the disappointing performance is on me. I'll need a stricter winter routine next year.I will say the Scotland golf intensity helped stamina at Governor's. The intensity and deliberate pace of hole-by-hole match play is usually mentally and physically draining. I didn't feel that this year. For future reference: I need to play 36 more often! It forces an easier swing. It improves mental resilience. Seems better than a cold plunge.Does a high level of golf intensity make you a better energy equity analyst, advisor, or board member? For sure it does. There is no question about this. Are we advising our companies to settle for mediocrity? That an 8% return on capital is good enough? That sector average TSR is fine? Of course not.Work Hard. Golf Hard.A Lot of Great Golf In Scotland: Western Gailes Near The Top Of My ListSource: Super-Spiked selfie.The Calm Before The Governor's Trophy StormSource: Super-Spiked.⚖️ DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

In this episode of the Oil and Gas Measurement Podcast, host Weldon Wright speaks with Dave Curtis about the long-running GPA Midstream School of Chromatography and the critical role analytical measurement plays across the oil and gas industry. The conversation explores how chromatography impacts everything from gas quality and liquid analysis to allocations, custody transfer, and commercial accuracy. Dave also discusses the importance of hands-on training, industry committee involvement, and developing the next generation of technical experts responsible for maintaining accurate measurement systems throughout the industry. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.

1Q earnings have been coming in to heightened expectations following strong equity performance so far this year. Energy Transfer (ET), Targa Resources (TRGP) and Cheniere (CEI) all beat median Street EBITDA forecasts and raised full year guidance. AI-driven demand for natural gas to power data centers remains an important theme. ET has described the volume […]

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 Matters00:36 Podcast And Sponsors01:58 Live From Piper Sandler03:08 Meet Rich Reynolds03:34 From Law To Energy04:25 NuStar Lessons And Launch05:23 What Cavalcade Does06:59 Entrepreneur Mindset Shifts08:56 Gotchas And Humility10:10 Where Opportunities Are13:03 Capital Strategy And Pitch16:26 Relationships Over Noise18:31 Philosophy And Self Awareness20:13 Finding a Co-Founder20:53 Family Leap Of Faith21:53 Explaining Midstream Simply23:23 Why San Antonio Works24:54 Tacos and Tortillas Debate25:52 Midstream Consolidation Opportunity27:30 From Attorney to CEO29:18 Leading a Small Team30:16 Giving Back Locally34:11 Recharging with Family35:37 Disneyland Surprise Chat36:31 Legacy and Gratitude37:44 Closing Wisdom and Farewell

Energy buyers to rethink supply lines With energy stocks off recent highs, Jean Ann joins the podcast to discuss what may be ahead and why she believes that cash flow generation at Integrated oil companies, boosted by the higher trading range for crude, make several of them attractive investments. We also discuss longer term impacts from the war, including how we're likely to see more interest in US LNG contracts from more countries, greater interest in building strategic reserves and increased interest in renewables and storage. We detail the compelling outlook for US pipelines, where capex growth was heading higher well before the closure of the Strait of Hormuz. Lastly, we touch on whether we could see significant oil production increases in Venezuela and Iran over the longer term and whether US integrated oil companies are poised to benefit.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Timestamps - 0:00 Intro 1:28 Patient just cleared to walk — 8 cm femur success story2:40 What's included vs. billed extra — complications cost breakdown4:50 Is 44 too old for limb lengthening? 6:00 Tibia lengthening and athletic performance — what you actually lose8:30 Why taller starting patients hit 8 cm more easily9:02 PMAX why weight-bearing nails change everything10:33 Can you reverse limb lengthening? Shortening explained12:05 Age and recovery — does younger always mean faster healing?15:17 Proportions deep dive — when does lengthening start to look off?17:48 Choosing a surgeon — green flags you actually want to see19:04 How consultations with Victor work — email, calendar, WhatsApp20:18 Limb Lengthening PRO — what it is and who it's for20:44 Wingspan vs. height — the 10 cm golden rule explained23:26 Bow legs + tibia lengthening together — performance impact25:03 Dr. Paley complications track record28:51 3 cover stories to hide your limb lengthening surgery31:44 Wide legs / hip abduction during lengthening — IT band anatomy37:27 PMAX + quadrilateral 41:57 Live guest Paul — discrepancy patient, 2-year post-op update55:02 Live guest Davey — 1-month post-op femur from Montreal1:01:46 Live guest Loic — 21-year-old planning quads, asks about PMAX1:16:00 Discord cleanup + the recovery video channel idea1:34:17 OutroFind Links to Everything Here and Below: https://sleekbio.com/cyborg4life

Industrial water professionals often think about water in terms of treatment, compliance, reuse, and operational risk. John Durand brings a different but closely connected view: water as infrastructure, water as a managed resource, and water as a strategic part of energy development.  John Durand, one of the early pioneers of the water midstream sector and CEO of Magnificent Desolation, LLC, joins Trace Blackmore to explain how produced water moved from a disposal challenge to a large-scale infrastructure opportunity.  From Disposal Model to Managed Resource  John describes how the growth of horizontal drilling changed the scale of water management in the Permian Basin. A vertical well once used a fraction of the water required for today's horizontal wells, creating a need for pipelines, reuse systems, recycling strategies, and long-term infrastructure planning.  He explains that the water midstream sector emerged because the old approach—trucking water or simply sending it to disposal—could not keep pace with the volume. Today, the conversation has shifted toward produced water reuse, recycling, and the search for beneficial uses outside of oil and gas.  Produced Water, Salinity, and Future Use  John notes that produced water can carry very high salinity, sometimes many times higher than seawater. That creates treatment challenges, especially when thinking beyond oilfield reuse and toward broader industrial applications.  He also points to future opportunities for produced water in data centers, electric generation, cooling applications, and possibly other beneficial reuse pathways. The key message is clear: water once treated as waste may become an important resource if the industry continues to innovate responsibly.  Infrastructure, Trust, and Public-Private Partnerships  Beyond pipelines and treatment, John emphasizes the role of relationships. He shares examples from Midland and Odessa, where long-term water supply arrangements and wastewater treatment infrastructure created value for both communities and industry.  For water professionals, the lesson extends beyond oilfield water. Large infrastructure projects require technical expertise, capital, public trust, and long-term credibility. John's experience shows that durable solutions depend as much on trust and collaboration as they do on engineering.  Staying Curious in a Changing Industry  John closes with a practical leadership reminder: stay curious, ask better questions, and keep learning. Whether the topic is produced water, AI, energy independence, or infrastructure, he encourages professionals to dig deeper and continue expanding their understanding.  Listen to the full conversation above. Explore related episodes below. Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps  02:50 — Trace introduces the episode's central topic: the water midstream sector and how produced water is becoming a true asset instead of only a waste stream 06:31 — John Durand joins the conversation as one of the early pioneers of the water midstream sector and CEO of Magnificent Desolation 07:01 — John introduces his 41-year career in the energy business, his Louisiana roots, and his lifelong connection to oil and gas 08:08 — John explains the origin of the name Magnificent Desolation and its connection to Buzz Aldrin's words after walking on the moon 10:15 — John shares how lifelong curiosity, including reading an entire set of encyclopedias at age 12, shaped his career and learning mindset 11:28 — John walks through his energy career, from upstream oil and gas to natural gas marketing, power generation, conventional midstream, and eventually water midstream 14:22 — John explains how a call about water being "a big deal in the future" led him into Pioneer Natural Resources and large-scale water infrastructure 15:29 — John describes how the water midstream sector emerged as Pioneer built infrastructure to move water across a large acreage position 16:21 — John explains why horizontal drilling and hydraulic fracturing changed the scale of water demand and produced water management in the Permian Basin 17:39 — Trace asks John to define the water midstream sector, setting up a practical explanation of acquisition, movement, reuse, recycling, and disposal 19:57 — John addresses a common misconception about water midstream: the industry is moving beyond disposal toward reuse, recycling, and beneficial use 23:08 — John explains how the industry learned to manage massive water volumes through infrastructure, collaboration, and private capital investment 25:25 — John discusses produced water treatment considerations, including heavy metals, high salinity, desalination, and waste-product management 27:56 — John defines upstream, midstream, and downstream so listeners can understand how water midstream fits into the broader energy sector 30:09 — John explains why relationships matter in water midstream, especially when developing long-term projects and public-private partnerships 31:24 — John shares examples from Midland and Odessa, where municipal wastewater arrangements created long-term value for both communities and industry 34:31 — John explains why trust is the foundation of lasting relationships and how completed projects can create credibility for future opportunities 38:26 — John reflects on when he realized the water midstream sector was becoming durable and strategically important as private capital entered the space 40:03 — John looks ahead to the future of water midstream, including beneficial reuse, data centers, electric generation, and regional water infrastructure.  44:15 — John discusses how the geopolitical environment affects energy, water management, infrastructure, and U.S. energy independence.  01:04:02 — Words of Water with James McDonald   Quotes "I have always been a very curious individual."  "It was produced water and freshwater."  "The misconception is oil-filled water, and the midstream water industry is just handling waste."  "It's really relationships and how you create and develop those relationships."  "Once you develop that trust over time, that's what it comes down to."  "The future really is into that term that you're going to hear a lot more of, and that's beneficial reuse."  "Be curious, stay curious, ask the right questions, be bold."    Connect with John Durand  Phone: (214) 232-4953  Email: Johnrdurand19@gmail.com  Website: 6th Annual Oilfield Water Markets Conference - Oilfield Water Connection   News & Events for Oilfield Water Management - Oilfield Water Connection   LinkedIn: John Durand | LinkedIn     Guest Resources Mentioned   Oilfield Water Connection 6th Annual Oilfield Water Markets Conference - Oilfield Water Connection  Texas Alliance of Energy Producers Produced Water Society Inc  When Pride Still Mattered:  A Life of Vince Lombardi by David Maraniss  The Shadow of War: A Novel of the Cuban Missile Crisis by Jeff Shaara  Britannica's Permian Basin   Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind   Words of Water with James McDonald Today's definition is the cloudiness or haziness of water caused by suspended particles that scatter light.  Do you know the word or phrase?    2026 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

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 Sponsors01:59 Welcome And Upcoming Events02:59 Meet John Schmitz04:25 Early Career And First Company06:35 Surviving The 80s Crash08:02 Buying Companies In Downcycles13:51 Midstream And Upstream Expansion15:27 Private Equity And Going Public24:17 Life After Complete Energy26:55 Family Support And Marriage28:33 Giving Back In Cook County32:36 Meeting Harold Hamm32:54 Save Domestic Oil Fight33:53 Partners In Complete34:46 Why Harold Matters35:25 What DEPA Does36:59 US Energy Advantage38:23 Industry Turnaround Story40:55 More With Less42:45 Family Office And Kids43:16 Select Origin Story46:17 Water To Recycling Shift48:39 Pipelines And Networks51:42 Efficiency By The Numbers53:25 Ranch Life And Longhorns55:01 Stark Ranch History01:00:19 Mentors And Advice01:03:02 Romania And Global Expansion

Nick O'Grady (CEO) and Adam Dirlam (President) from NOG return to the podcast in January 2026 to recap their M&A activity from the past 12-18 months and opine on acquisition opportunities across the Lower 48.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 4 Minerals & Royalties Podcast Sponsors:--Tokenized Energy: If you are interested in allocating capital to oil & gas minerals, royalties, and nonop assets in order to earn digital mailbox money, then visit www.tokenizedenergy.com or download the Tokenized Energy app for your Apple or Android phone.--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information onFarmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Brian Szytel thinks Mexico and Canada will both benefit from the Supreme Court overturning IEEPA tariffs and explains how investors should assess winners and losers. This year is a ‘493 story', he argues, expecting continued market rotation, and thinks the broad market can do well overall. He looks toward the energy sector, focusing on midstream companies. He also likes dividends, saying investors can no longer rely on the momentum trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The performance of midstream last year didn't align with the fundamentals. This is clear when you consider the periods either side (2024 and 2026YTD). Last year, the sector lagged and many investors became frustrated with the underperformance versus the S&P500, which really means versus the big AI hyperscalers. In 2024 midstream investors grasped the need […]

As the hydrogen economy is hitting its "industrial scale" phase, the focus is shifting from electrolyser counts and toward the complex reality of the midstream. How do we physically—and cost-effectively—connect, convert and move green molecules across the globe?In this episode, EAH sits down with Karlis Vasarais from Uniper's Innovation team to discuss the energy major's strategic evolution toward "Greener Gases". We explore:* The Policy Blueprint - What can 20 years of biogas policy history can teach us about the future of e-fuels and hydrogen. * Global Scale - Uniper's landmark 2026 agreement to offtake 500,000 tonnes of green ammonia from India and their broader European production aspirations.* The Midstream Missing Link - Why global supply chains—spanning transport, storage, and conversion—are the key to turning "stranded" green molecules into bankable commodities.* Enabling Mandates - The tool kit of regulatory levers and "mandate ingredients" required to spur innovation, reduce the price gap, and unlock private sector investmentAbout Karlis Vasarais:Karlis Vasarais works at Uniper as an Energy Transition Innovation Manager, where he's involved in activities related to carbon capture, utilisation and carbon-tech innovation. His role includes engagement with broader energy and climate innovation networks, particularly in carbon-tech and sustainability initiatives, aligning with Uniper's transition focus. He also engages with stakeholders around carbon capture, utilisation, and related technologies, including strategic discussions about scaling these solutions in Europe. Previously, Karlis led Valent alongside Tim Haig, both experienced entrepreneurs who have built significant expertise in fuels science, industrial process optimization, early-stage financing and technology scale-up. The team raised over $250 million for six companies, leading to the commercialization of numerous R&D-stage innovations in renewable energy and clean technologies in Canada, including BIOX (World Energy), Mara Renewables, and GreenMantra Technologies. About Uniper:Uniper is a European energy company focused on secure energy supply and the energy transition. Headquartered in Germany, Uniper operates power generation assets, energy trading, and gas infrastructure across several countries, while increasingly investing in low-carbon solutions such as hydrogen, carbon capture, and flexible power to support decarbonization and system reliability.--Links:Uniper - https://www.uniper.energy/Uniper Energy Transition - https://www.uniper.energy/sustainability

Today, we discuss the importance of energy, what the growing demand for energy means, and how hard it can be to deliver that energy. To demonstrate that, we are using Texas as a microcosm. Texas produces the greatest amount of energy in the US.  Its mix of energy spans renewables, nuclear, natural gas, coal, and yet its citizens pay some of the highest prices in the Southern States. At the same time, it's ground zero for hyper-scalers and is the epicenter of fracking yielding epochal volumes of hydrocarbon. To discuss all this and more is one of the leading lights in the Texas energy sector, Mike Howard, Founder and CEO of Howard Energy Partners, the largest privately owned mid-streamer in the US. Beyond his business ventures, Mike is a key advocate for energy's role in society and the importance of getting it right, in technology, in physics, in legislation and in investment. www.hcgroup.globalwww.hyperionsearch.com

Are you speaking the right language in the boardroom… or hoping for buy-in?In this week's episode of the Only Constant, Madhav Madaboosi discusses with Nellie Wartoft how mastering core business metrics, quantifying both soft and hard outcomes, and leveraging benchmarking can make or break your next transformation pitch.Connect with:⁠⁠⁠⁠⁠⁠⁠⁠Nellie Wartoft⁠⁠⁠⁠⁠⁠⁠⁠CEO of ⁠⁠⁠⁠⁠⁠⁠⁠Tigerhall⁠⁠⁠⁠⁠⁠⁠⁠Chair of the ⁠⁠⁠⁠⁠⁠⁠⁠Executive Council for Leading Change (ECLC)⁠⁠⁠⁠⁠⁠⁠⁠nellie@tigerhall.com

Brandon Wamsley from Flatirons Chemicals joins the show to explain how the $100 billion oil and gas chemical industry actually works - from killing bacteria that sours wells to keeping pipelines from corroding in minus 58 degree North Dakota winters. He shares his journey from laying tile in construction to becoming a field technician in Williston during the Bakken boom, where people literally camped in tents chasing oil field opportunities. The conversation breaks down why chemicals are cheap insurance for producers, how bacteria creates hydrogen sulfide downhole, what H2S scavengers actually do, and why the industry churns through chemical providers every 2-3 years in an expensive honeymoon cycle that Flatirons is trying to disrupt with AI-powered solutions.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Why chemicals are essential to oil and gas production03:45 Brandon's construction background and move to North Dakota08:01 Williston during the Bakken boom and tent cities11:19 Learning the chemical industry from the ground up14:08 Meeting mentor Ed and his 40 years in midstream18:01 Frack chemicals and evolving completion designs22:03 How bacteria contaminates wells and creates H2S27:11 The stream analogy for disrupting formations31:24 Turning wells on to production and artificial lift36:03 Midstream chemicals and H2S scavengers explained40:12 Innovating the chemical procurement process with AI45:09 Houston meetings and vertical integration strategy48:16 Life back in Colorado after two years in Willistonhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

NGL production in Western Canada hit an all-time high in 2025 and looks to be headed even higher in the years ahead. Major midstream players, such as AltaGas, have been undertaking infrastructure expansions to deal with all the additional gas processing, Y-grade fractionation and product exports.

As 2025 wraps up, we're closing out the year with five big questions shaping the water sector—and a few bold predictions for what's ahead. In this episode, host Reese Tisdale is joined by Bluefield VP & Managing Director Keith Hays to tackle the trends and challenges defining water investment right now. 1. Data centers are growing 12.2% annually and driving the U.S. industrial water market. Is AI's thirst the crisis or the opportunity the water sector has been waiting for? 2. Housing construction in the U.S. dropped 15% since 2022, breaking the historic model of 'new homes = new pipes.' If growth isn't driving investment anymore, what is? 3. Europe's betting big on semiconductors, hydrogen, and EV batteries with its Water Resilience Strategy. Are they building infrastructure for industries that might not materialize—or positioning for the next industrial revolution while the U.S. fumbles? 4. Midstream water in oil and gas has gone from cyclical commodity play to structural necessity. Did the water sector accidentally become geopolitically important, or have they just not realized it yet? 5. Water bills have increased 24% in five years, and some cities are hitting EPA affordability thresholds. What breaks first—the infrastructure or the public's willingness to pay? Keith and Reese also place their contrarian bets for 2026 and tackle a speed round on what will define the next decade, where smart investment is headed, and who holds more power in 2035: those who own the infrastructure, or those who own the customer. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Water and Wastewater Pipe CAPEX Forecasts, 2025–2035

Michael Hillebrand - CEO of Huntley & Huntley came onto the podcast to walk through his team's integrated approach to Upstream, Midstream, Minerals, & NonOp, which ultimately culminated in a $1.8 Billion exit to EQT in July 2025. Towards the end of the episode, Michael also walks through the data center development landscape in the Marcellus and what makes Pennsylvania so attractive for projects going forward.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Renewables' advocates are fond of linking solar and wind with the power needs of data centers. Superficially, the marriage of new technology and new energy seems inevitable. Bloomberg New Energy Finance (BNEF) is just one example of media outlets that are telling this story (see Power Hungry Data Centers Are Driving Green Energy Demand). Inconveniently, […]

This episode is a panel discussion that took place at the Arkansas Lithium Innovation Summit in October on the missing midstream. The panelists were:David Park, CEO of Standard LithiumDan Blondal, CEO of Nano OneHugh McDonald, Arkansas Secretary of CommerceBhageerath Vadhi, Geologist - Ford Motor CompanyTopics:What is the midstream?Why does it matter?The cathode bottleneckChina's current dominant positionMarginsNano One's LFP advantageWashington's perspective and roleEmphasizing energy storage over EVsGeopoliticsWhat does success look like?

This month, Senior Portfolio Manager Brian Kessens breaks down key energy sector themes:Market Moves: Energy and midstream outperform the S&P 500Natural Gas: Prices rise on colder weather expectations and controlled productionCrude Outlook: Brent as OPEC+ cuts kick inDOE & AI: AI project aims to fast-track energy innovationPermitting Shift: NE states greenlight long-stalled pipeline infrastructureDownload Transcript

Welcome to a new episode of ASMR Sleep.In this episode, you will hear waterfall sounds.What sounds would you like to hear next time? Leave a comment in the review

Midstream is mercifully removed from all the angst and excitement of AI stocks and crypto – although in a modern version of selling pickaxes to goldminers, natural gas and its infrastructure enable much of this activity. You have to admire the response of MicroStrategy CEO Michael Saylor to the bitcoin collapse which has crushed his […]

Energy Transfer stitched together its Permian Express system over multiple years and it's now a standout in the company's midstream portfolio, able to carry 600 Mb/d of Permian crude to Nederland, TX.

In this episode of the Oil & Gas Measurement Podcast, Dr. Alek Hutson and Elton Hollis join Weldon Wright to discuss workforce development in the midstream sector. The conversation covers industry–academia partnerships, the challenges of attracting and training new talent, and efforts to create clearer career pathways and standardized training for future measurement and instrumentation professionals.     Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.

NGL production in British Columbia has been on the rise. Plans by NorthRiver Midstream to build a pipeline to fractionators in Alberta will give producers in the Montney more runway for growth.

Last week an investor asked us for ten reasons why they should commit funds to midstream energy infrastructure now. Typically, three or four bullet points will suffice to make the case, but in this case the request was for ten. Believe it or not, we were up to the challenge! Here they are: Valuations are […]

There's been a lull in midstream M&A activity the past few months, but several companies in that space have been making significant adjustments to their portfolios, either by acquiring assets from others or selling ownership interests in their own businesses. There's also been a lot of buzz about major deals that may be in the works. In today's RBN blog, we'll discuss a few of the more interesting midstream transactions and what's spurring them, and also look at the general state of the midstream sector.

Energy Transfer has built one of the largest crude oil midstream portfolios in the U.S., yet one of its most important assets — the West Texas Gulf Pipeline — often flies under the radar. The 72-years-young line is still a workhorse, moving crude from the Permian Basin to Longview and Nederland, TX, where it feeds into Energy Transfer's massive Gulf Coast export hub. In today's RBN blog, we'll look at West Texas Gulf and how it fits into Energy Transfer's broader midstream strategy.

Check out the TIES Sales Showdown at www.tx.ag/TIESVisit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-listTo listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening.Connect with us on Facebook at https://www.facebook.com/saleslabpodcastConnect with us on Linkedin at https://www.linkedin.com/company/thesaleslabSubscribe to The Sales Lab channel on YouTube at  https://www.youtube.com/channel/UCp703YWbD3-KO73NXUTBI-Q

In this month's episode of the Oil & Gas Measurement Podcast, host Weldon Wright is joined by Stan Calame to discuss upstream measurement trends in oil and gas.  Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.

Last week, Greg completed his benchmark trip using 100K Chase Ultimate Rewards points for an incredible vacation in Malta. Shortly after he returned, Tim, Nick and Stephen set out to try and out-shine his trip using 100K of the transferable points they chose to compete with. Unfortunately Tim's trip came to an early end due to an unavoidable need back home, so Nick and Stephen were left to tackle the challenge themselves. With a return deadline by the October 8th 9pm final live check-in, our more than half way finished.This podcast episode features the full midstream live check-in where we heard trip recaps from both of our competitors and gave out grade scores for how they're doing in each main scoring category so far: Destination Wow, Applicability, Value, and Style.(00:24) - What is 100K Vacay?(01:31) - The Peppers summarize their travels so far, from JFK to London to Munich's Oktoberfest(06:42) - Nick summarizes his trip from Boston to Madrid to Malaga, where he had to rebook his flight from Madrid to Malaga, but then eventually made it to the Caminito del Rey cliffside hike(15:02) - Is Nick nervous about the budget?(16:56) - Greg and Carrie assign grades for the "Destination Wow" category for the Peppers(22:16) - Greg and Carrie assign grades for the "Destination Wow" category for Nick(25:57) - Greg and Carrie assign grades for the "Applicability" category for the Peppers(30:00) - Greg and Carrie assign grades for the "Applicability" category for Nick(32:02) - Greg and Carrie assign grades for the "Value" category for the Peppers(34:37) - Greg and Carrie assign grades for the "Value" category for Nick(36:55) - Greg and Carrie assign grades for the "Style" category for the Peppers(38:55) - Greg and Carrie assign grades for the "Style" category for Nick(40:02) - That leaves the Peppers just ahead of Nick in every category except for "Style" so far(41:08) - Budget usage so far(43:06) - What was the highlight and lowlight for everyone?(49:34) - Greg, are you surprised everyone flew to Europe?(53:13) - What's been the biggest obstacle with your bookings so far?Visit https://frequentmiler.com/subscribe to get updated on in-depth points and miles content like this, and don't forget to like and follow us on social media.Music Credit – Beach Walk by Unicorn Heads

Today's episode dives into one of the most critical—yet often overlooked—pieces of the U.S. energy and water puzzle: midstream water in oil and gas. Host Reese Tisdale is joined by Sophie Washington, Senior Analyst at Bluefield Research, who recently authored Bluefield's new Insight Report: U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030. In this conversation, Reese and Sophie unpack how the midstream water sector has evolved from a cost center into a strategic enabler for U.S. shale producers. They explore what's driving the US$156 billion market through 2030, how water reuse and infrastructure investments are reshaping operations, and why water management in U.S. shale has become a key part of the global energy story. In this episode, Bluefield's water experts discuss: What is midstream water? How large is the market? Why should we care about this? What's driving market growth and change? Where are the regional hotspots? Who are the key players and how is the competitive landscape changing? If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030 Western Midstream Bets on Water with US$2 Billion Aris Acquisition Midstream Water Outlook Signals Increased Efficiencies, Infrastructure Investment

In this episode, Paul learns what it's like to work at an energy company with Justin Valencia and Brittany Williams, both of whom work for the Chevron Corporation at their refinery in El Segundo, CA. Justin has a background in mechanical engineering, and is the Technology & Innovation Manager for Downstream, Midstream, and Chemicals. Brittany has a background in chemical engineering, and is a Short Range Process Engineer. During the interview, Justin and Brittany describe what their day-to-day work is like at a refinery. They discuss the various activities engineers are engaged in at the refinery and throughout Chevron's many other operations. And finally, Justin and Brittany discuss how engineering students can better prepare themselves for a career at an energy company like Chevron. Chevron Corporation website: www.chevron.com  Chevron Corporation YouTube channel: www.youtube.com/chevron    Have comments about this episode? Send your feedback to TESEpodcast@gmail.com and Paul will personally read your email. Episode produced and edited by Paul Nissenson. Recorded on August 21, 2025 at the Chevron refinery in El Segundo, CA.

This month, Senior Portfolio Manager James Mick covers key energy developments:Market Performance: Energy equities stay resilient despite crude and gas weaknessMidstream Activity: Strategic M&A gains steam in the PermianNatural Gas Buildout: Project momentum grows with new pipelines and power demandCapex Outlook: Sector investment ramps to support AI-driven energy useAI Infrastructure: Nvidia forecasts $3–4T in AI-related capex through 2030Listen in for a timely market update and energy sector insights.Download Transcript

This episode of the Oil & Gas Measurement Podcast features an interview with Landen Beckham from e9 Treatments. The discussion centers on e9's molecular coating, which is designed to reduce buildup and fouling on oil and gas measurement equipment, and how it can extend the operational life of meters. The conversation covers the benefits of this treatment, with a focus on its application for mag meters, Coriolis meters, and provers. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.

EXCLUSIVE BROESKE & MUSSON INTERVIEW: Andy Walz, President of Downstream, Midstream and Chemicals for Chevron talks live on California energy policy and the impact of refinery closures. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

KMJ Listeners weigh in on the state of California's high gas prices, taxes and roads on the heels of Andy Walz/President of Downstream, Midstream and Chemicals for Chevron interview on KMJ. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

We are back on the road this week for an exciting visit with Emily Morris, CEO and Founder, and Tom Cuthbert, CTO, of Emrgy. Our team traveled to one of Emrgy's hydropower facilities on Colorado's Front Range to see their technology up close and in action before sitting down for a hydropower focused discussion. Emily founded Emrgy in 2014 and brings 15 years of experience in emerging hard tech development. Before launching Emrgy, she managed multi-million dollar federal contracts at AMT, bringing innovative technologies from ideation to commercialization. Tom joined Emrgy in 2020 after serving in several leadership roles at GE, most recently as CTO of Energy Storage for GE Renewable Energy. He has more than 20 years of experience in technology development across the automotive, rail, and energy sectors. Emrgy delivers low-cost power generation through innovative hardware and software that integrates seamlessly into existing water infrastructure. The company enables their customers to monetize previously unrealized energy assets, without anchoring or modifying their infrastructure. We were thrilled to visit with Emily and Tom and see Emrgy's technology in action. In our conversation, we discuss the current state of hydropower, including the regulatory and environmental challenges near federally protected natural waterways and the shift from traditional to modern approaches. Emily shares the origin of Emrgy's technology and its evolution from a defense application to commercial energy. Tom details Emrgy's hydrokinetic turbines, which can be deployed in existing water infrastructure with minimal impact and high adaptability. We explore the vast water infrastructure network and market opportunity, with over two million miles of canals globally, along with recent advances in power electronics and regulations that enable deployment. We explore the environmental and operational advantages of hydropower, the predictable power output made possible by controlled water flows, and applications across rural and urban water infrastructure. We cover Emrgy's dual monetization model (power generation and water conservation), project economics, cost-reduction targets, and speed-to-market advantages. We discuss regulatory pathways, including engagement with the Bureau of Reclamation and local water districts, incentives from the OBBB and other federal programs, and the market opportunity within aging water infrastructure. We also examine the speed of deployment and preference for incremental rollouts, interest from hyperscalers driven by power and water needs, permitting challenges near federally protected waterways, the benefits of co-locating with water infrastructure, and the advantages of innovating as a small company versus large incumbents. We end by taking a look at Emrgy's technology and discussing the rising value of water, hydropower's potential to generate hundreds of megawatts of renewable baseload power, the growing importance of decentralized energy systems near load centers, the long-term outlook, and more. We greatly enjoyed the discussion. Mike Bradley kicked things off by noting that bond markets are trading sideways this week after a tumultuous week last week, which saw a Nonfarm Payrolls report print well below expectations and sent bond yields plummeting (10-year yield trading today at 4.2%). On the broader U.S. equity market front, the S&P 500 seems to be meandering so far this week after last week's Nonfarm Payrolls report pushed it down a couple of percent. While most of the Mag 7 Big Tech companies have reported Q2 results, plenty of S&P 500 companies still have earnings to release. Turning to energy equities, most Oil Service Companies have reported Q2 results, and 2H25 guidance has been adjusted lower, mostly due to rising service cost deflation. This week's energy earnings will be concentrated on E&Ps, Midstream, and Electric Utilities. Mike also highlighted Brookfield's $6 bil

In this episode, Venkat Mocherla, Founder of Midstream, and Dr. Feby Abraham, EVP and Chief Strategy and Innovations Officer at Memorial Hermann, join Scott Becker to explore how automation and AI are transforming healthcare workflows. They discuss high-impact use cases, the importance of trust and change management, and how leaders can drive scalable, patient-centered innovation.

Fritz Curtis (Head of Distribution) & Mike Cerasoli (Portfolio Manager of Energy Infrastructure) from Eagle Global Advisors, a Houston based RIA specializing in Oil & Gas and Energy Infrastructure, join the podcast to take a deep dive on the midstream space, data center development, and how they both will impact power demand, natural gas demand, and ultimately the Minerals & NonOp space. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Plus: A top Intel chip-packaging expert takes a job at Samsung. Sources say Axiata will start the sale process for the world's sixth-largest tower company. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Recorded on June 11, 2025 https://www.youtube.com/watch?v=neJZHvXMNdM Episode 136 of the PetroNerds podcast is a heavy-hitting midstream special with Howard Energy Partners. Your host, Trisha Curtis, CEO of PetroNerds, is joined by Mike Howard, CEO of Howard Energy Partners. The two discuss the current oil and gas market, natural gas and midstream, and what it takes to get something built. They get into Mike's career in the midstream and the progression of natural gas, and the shale revolution. Howard Energy Partners gathers and processes natural gas from the Marcellus to the Permian to the Eagle Ford. Mike talks about the business of infrastructure and being a long term diversified midstream company that takes energy products and brings them to the consumer. Trisha gets a little nerdy on the Eagle Ford and varying geology and API gravity shifts from oil to natural gas along the play. They shift into talking about the macro, the long term, and national security, as well as the short term and current natural gas prices. Trisha asks Mike to talk about "peak shale." They also talk about education and the need for education in energy in and outside of the energy market. Trisha asks Mike to talk about how he translates market realities into actually building things in a market and society that does not want to build infrastructure. Trisha and Mike cover all of this and much more folks. Take a listen and share with your colleagues and friends. Listen on Itunes