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  • The Renewable Energy Hiding 4,000 Feet Below The Ocean

    The Renewable Energy Hiding 4,000 Feet Below The Ocean
    2026/05/06

    Dan Grech, Founder and CEO of Global OTEC, swung by from London to break down ocean thermal energy conversion, a technology that turns the ocean's heat into 24/7 baseload power. Jacob asks the dumb questions about warm surface water meeting cold deep water, why Jimmy Carter is the unsung hero of ocean energy, how OTEC stacks up against offshore wind and Peter Thiel's new wave bet, and why Hawaii and the Caribbean might lead the way.

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    00:00 Welcome Dan, tacos, and OTC week in Houston
    01:20 From luxury fashion to ocean energy
    08:45 What OTEC actually is
    12:15 Coastal versus offshore deployments
    16:00 From Jules Verne to Jimmy Carter
    19:20 Why ocean energy isn't sexy yet
    21:00 Peter Thiel's wave energy bet
    26:15 Offshore wind, solar, and dumb questions
    33:00 DeepStar and working with the majors
    35:54 Reinvented submarines and crossover tech
    37:00 Energy mix futures and Hawaii pilots
    40:25 Collaborators, no enemies
    42:20 Five-year ocean prediction

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    45 分
  • The World Can’t Quit Oil (No Matter What They Say)

    The World Can’t Quit Oil (No Matter What They Say)
    2026/04/27

    Three decades of front-row energy seats and takes you genuinely can't argue with. Mark Meyer gets into the Strait of Hormuz mess, Heathrow's jet fuel shortage, countries sitting on hydrocarbons while importing them, the IEA's net zero detour, BP's expensive U-turn, and why 2 billion people still cooking over dung deserves more airtime than another COP summit. Astros predictions and a Joe Rogan tangent included.

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    0:00 Intro
    3:21 Strait of Hormuz and energy attention spans
    6:23 Heathrow's jet fuel crisis
    8:06 Land Man tour through a barrel of oil
    9:55 New England's oil-fired electricity paradox
    14:07 Countries sitting on hydrocarbons while importing them
    21:39 Gas prices and the political blame game
    25:12 California, the Jones Act, and US shipbuilding decline
    28:46 ASU hackathon and hope for the next generation
    35:22 Chris Wright as energy secretary
    37:49 Advice to 2016 Jacob about the climate narrative
    46:28 OPEC, IEA, and the agencies shaping the conversation
    51:34 The IEA's Net Zero by 2050 detour and BP's pivot
    1:00:38 EPA rescinds the 2009 endangerment finding
    1:03:33 Wood pellet accounting and the China India reality
    1:08:20 The global South and the moral case for hydrocarbons
    1:14:38 Mark's daily media diet
    1:17:23 Price gouging vs Big Tech margins
    1:21:39 Joe Rogan, cable news fatigue, and Peggy Noonan
    1:29:01 Astros baseball predictions
    1:36:22 Wrap up

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    1 時間 38 分
  • Robots Are Taking Over Oil Rigs… But Not How You Think

    Robots Are Taking Over Oil Rigs… But Not How You Think
    2026/04/24

    Andrew Richard, CEO and Co-Founder of Automated Rig Technologies, flies in from Calgary to break down why the oilfield spent 70 years optimizing brute force instead of rethinking the process. He gets into the jointed pipe injector that strips 97% of operator input out, what rig hands call the "barbecue basket," why everyone in oil and gas wants to be first to be second, and the IKEA chatbot that accidentally solved the automation jobs debate.

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    00:00 - Calgary, metaverse throwbacks, and meet Andrew
    02:20 - What Automated Rig Technologies actually does
    05:50 - Starting in the basement in 2009
    07:44 - The jointed pipe injector breakdown
    09:13 - Red zone risk and the barbecue basket
    17:05 - From Energy Tech Night pitch to the Bakken trial
    20:22 - How 15 people get in front of major operators
    24:14 - Marketing, trust, and selling the sizzle
    30:30 - The automation jobs debate, ATMs and IKEA
    36:03 - The dangerous jobs that shouldn't exist
    38:11 - Change management and first to be second
    42:15 - Bad data is a platform problem
    44:59 - What's next with AI and data

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    48 分
  • The Most Important Chemical You've Never Thought About

    The Most Important Chemical You've Never Thought About
    2026/04/13

    Chlorine is in your pipes, your microchips, your drinking water and somehow nobody talks about it. Roxanna Delima, Co-founder and CBO at Rushnu, breaks down why this overlooked chemical is critical to US manufacturing and how her team is flipping the script on a 100 year old industry by using heat instead of electricity and turning waste carbon into actual product. No government subsidy dependence, no gigaton fantasies, just hard tech with a real business model.

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    0:00 Intro and background on Roxanna
    2:05 What is Rushnu and the chlorine industry
    4:22 The product and why chlorine matters
    6:36 How traditional chlor alkali works and its problems
    8:01 Rushnu's thermochemical approach
    9:30 How costs are cut by 60%
    11:32 Pilot site at Silicon Valley Clean Water
    14:06 Texas connections and TotalEnergies partnership
    15:58 Carbon capture without the gigaton hype
    19:26 Why VC funding models are broken for hard tech
    21:09 Carbon capture as a polarizing topic
    24:50 Building a profitable business from the start
    27:17 Startup advantages over big industry
    29:01 Inside the Chlorine Institute conference
    31:08 Chlorine safety and the Ohio train derailment
    32:10 Energy transition and realism
    34:31 The 60 second chlorine elevator pitch
    36:13 AI in the chlorine industry
    36:45 What the future looks like for Rushnu

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    39 分
  • The Country With the Most Energy in the World Can't Keep Up With Its Own Grid

    The Country With the Most Energy in the World Can't Keep Up With Its Own Grid
    2026/04/07

    David Holt, President of Consumer Energy Alliance, sits down to unpack 20 years of fighting for affordable, reliable energy for regular Americans. From NIMBYism and lazy politics to the data center power surge, nuclear's comeback, carbon capture, and why the price of eggs is actually an energy story, this one covers a lot of ground and makes it all make sense.

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    00:00 - What is Consumer Energy Alliance
    01:12 - Energy affordability and who it hits hardest
    03:14 - Politics, NGOs, and policy by soundbite
    05:34 - You can have clean energy and oil and gas
    08:31 - New England's self-inflicted energy crisis
    10:04 - Term-limited politicians and long-term problems
    12:19 - Gas prices and what consumers actually misunderstand
    14:41 - US energy self-sufficiency and geopolitical insulation
    16:42 - Reshoring, AI, and the new energy demand reality
    18:48 - Breaking down the Biden energy policy
    23:41 - Infrastructure deficits and the permitting war
    26:42 - How data centers should pay for their power
    29:51 - Inside data centers and why they use so much energy
    33:35 - Nuclear is back and it's actually cool
    37:27 - Texas, nuclear, and energy diversity
    41:10 - Carbon capture and community education
    44:28 - The next 10 to 15 years of energy change
    47:28 - What every American should know about energy
    49:29 - Energy Day festival in Houston

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    53 分
  • The Hidden Energy Crisis Powering Your ChatGPT Search

    The Hidden Energy Crisis Powering Your ChatGPT Search
    2026/03/30

    Shawn Cutter, Founder & CEO of EnergiAcres, went from sixth-generation Ohio farmer to Discovery Channel reality TV star to selling his oil and gas software startup to Quorum before Series A. Now he's building circular energy infrastructure that pairs power plants with data centers and greenhouses to make energy count twice. We get into the grid crisis, the cloud vs on-prem debate, and whether data centers will ever make it to space.

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    Click here to view the episode transcript.

    00:00 - Intro and guest background
    01:24 - Sixth-generation farmer and family oil and gas roots
    02:39 - The Discovery Channel reality TV show
    07:44 - Building an oil and gas software startup
    10:45 - Getting acquired by Quorum before Series A
    15:39 - Life inside a big company post-acquisition
    19:15 - Mistakes, pivots, and finding his way back
    21:49 - What EnergiAcres actually does
    24:07 - The data center power crisis.
    28:20 - Energy mix and fixing the grid
    31:13 - How data centers evolved and why power demand exploded
    36:27 - Cloud vs on-prem and the cost reality
    39:28 - Water usage and cooling problems
    41:54 - EnergiAcres' greenhouse and circular energy model
    45:23 - SMRs, space data centers, and what comes next

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    50 分
  • Australia Is About to Become the Most Important Energy Suppliers on Earth

    Australia Is About to Become the Most Important Energy Suppliers on Earth
    2026/03/23

    The Beetaloo Basin in Australia's Northern Territory is one of the most exciting shale plays nobody is talking about yet. Jason Finlay and Aiden Anderson-Barr from Vantage North Group, both former NT government officials, break down why Australia had a fracking moratorium, how a left-leaning government lifted it, what the East Coast energy crisis actually looks like, and why US technology is the key to unlocking it all.

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    0:00 - Intro and the Beetaloo Basin
    8:30 - Australia's energy landscape and LNG exports
    10:00 - East Coast energy security crisis
    22:00 - The fracking moratorium and how it got lifted
    35:00 - Traditional owners and community engagement
    45:00 - US technology and gas recovery
    59:00 - Vantage North Group and bridging the US-Australia gap

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    1 時間 3 分
  • Inside the Most Advanced Offshore Drillship on Earth

    Inside the Most Advanced Offshore Drillship on Earth
    2026/03/16

    Offshore driller Justin Forrest of Valaris Limited joins Jacob and Mark Meyer to break down what it actually means to sit in the driller's chair on a seventh-gen drillship, why managed pressure drilling is the offshore equivalent of horizontal drilling, what 28 days on a rig really looks like, and how Justin has been quietly documenting the hidden world of offshore drilling one black and white photo at a time.

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    00:00 - Introductions and offshore backgrounds
    04:00 - Justin's career path: Navy to drillships
    06:00 - What is managed pressure drilling?
    09:00 - Drilling in Australia: culture, regulations, and water depths
    15:00 - The modern driller's role and rig floor automation
    23:00 - Life on a drillship: schedules, food, and losing the social scene to Starlink
    30:00 - BOP testing and the regulatory landscape
    37:00 - Real-time data and remote monitoring
    39:00 - Offshore market outlook
    42:00 - Close calls and scary rig stories
    44:00 - Justin's offshore photography hobby

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    55 分