The Energy Pipeline

What’s really behind Nabors’ comeback? It’s not just better rigs.
 
Live from the Thrive Energy Conference 2026 at Daikin Park, Josh Lowrey talks with Brett Schellenberg of Nabors Industries about how automation is changing the game.
 
Faster iteration beats perfect tech
Knowing when to cut losses matters
Open platforms unlock real scale (with partners like Halliburton and Schlumberger)
 
Meanwhile, growth is shifting, away from North America and toward markets like Saudi Arabia and Argentina.
 
00:00 Live From Thrive
00:17 Meet Brett Schellenberg
01:15 40 Under 40 Talk
02:52 From Roughneck To Sales
04:12 Rig Tech Then Now
05:44 Fail Fast Learn Faster
08:01 Killing Your Baby
09:03 Nabors Legacy And Acquisitions
11:28 Reinvention And Innovation Bets
15:59 Brand Power Story
17:00 Caterpillar And Product Thinking
18:50 Tech And AI Tease
19:26 Rig Automation Highlights
19:57 Razor Pipe Handling Lessons
21:24 Open Rig App Ecosystem
21:49 Vertical Integration Edge
22:57 North America Rig Outlook
24:47 Tier Two Acreage Debate
26:37 International Footprint Growth
29:26 Argentina Tech Adoption
31:49 Travel And North Africa
32:24 Phone Safety Callout
34:16 Career Advice And Mentors
37:34 Wrap Up And Shoutouts

Power demand is exploding, but the grid is not ready.
 
Live from the Daniel Energy Partners Thrive Energy Conference, host Josh Lowrey sits down with Dave Bosco to unpack why “light-switch” reliability is now mission-critical.
 
They dive into island power, microgrids, and how ProPower is building utility-grade solutions for oil & gas and hyperscale data centers in a constrained grid, plus the tech behind it, their partnership with Caterpillar, and what most people are still getting wrong.
 
00:00 Live From Thrive Conference
01:17 Pro Power Origin Story
01:42 Why The Grid Cannot Keep Up
02:40 Light Switch Reliability Story
04:37 Demand Surge Data Centers
06:13 Career Built From Ground Up
06:48 From IT To Oilfield Rotations
09:24 Lessons On Growth And Discomfort
11:57 Electrification Versus ESG
13:41 Caterpillar Partnership Playbook
16:42 Service Network And Asset Care
19:04 Scaling Fast And Hybrid Tech
20:54 BESS For AI Load Swings
22:05 Skunkworks Training Lab
22:38 Consultative Power Partnerships
23:41 Hyperscaler Contract Talk
23:59 Energy Conference Shift
25:29 Reliability And Market Maturity
28:21 Island Power Explained
32:20 Why The Grid Lags
35:55 Microgrids And Scaling Up
37:44 Company Vision And Value
41:06 Team Culture And Wrap Up

How do you transform electric frac from a bold idea into one of the largest pressure pumping platforms in the U.S.?
 
Live from the Daniel Energy Partners Thrive Energy Conference, host Josh Lowry sits down with Steven Anderson, President & CEO of Evolution Well Services, to discuss the company’s next chapter.
 
From its founding in Canada in 2011 to becoming the fifth-largest pressure pumper in the U.S., Evolution has reengineered hypermobile power, cutting 35 MW mobilization timelines from weeks to hours while scaling toward 1.6 million hydraulic horsepower.
 
They also explore electrification, AI-driven automation, market skepticism, and why culture remains Evolution’s ultimate competitive advantage.
 
00:00 Podcast Intro Live Event
00:52 Thrive Conference Growth
01:37 Steven Anderson Background
03:13 Evolution Electric Frac Origins
04:53 Hypermobility Breakthrough
08:01 Skepticism And Partnerships
10:38 Industry Shift And Adoption
12:26 Digital Automation Advantage
14:36 Going Public And Scaling
16:15 Partnerships That Expand
16:52 AI Teaser Next
17:13 AI and Automation Platform
19:29 New Tech and Power Expansion
21:32 Solutions Business Mindset
23:10 PRISM Culture and Empowerment
24:46 Future of Electrification
25:55 International Growth Timing
28:25 People First Culture Advantage
31:34 Advice and Closing Thanks

The Energy Pipeline Podcast enters a new chapter as Josh Lowrey hosts the first on-camera episode powered by Upright Digital. To kick off this new era during Valentine’s Week 2026, Josh is joined by Andy Publes, the newly promoted Director of Account Management for Drilling and Completion at Caterpillar.
 
From his roots in Cuba to a 17-year tenure at Caterpillar spanning locomotives and electric power, Andy shares a unique perspective on leadership and the "customer-first" culture that defined Caterpillar’s resilience during the 2020 global shifts.
 
Tune in now!
 
00:00 Welcome: A New Era with Host Josh Lowrey
00:50 Meet Andy Publes & First On-Camera Episode
03:47 Andy’s Journey: From Cuba to Caterpillar
05:51 Caterpillar’s Culture & the Pace of Oil & Gas
08:54 Navigating 2020: Leadership Through Crisis
13:48 2026 Vision: Dual Fuel & Automated Safety
16:39 Powering AI & Data Centers: Right-Sizing Solutions
20:46 DGB Gen 2: Retrofitting Engines for Field Gas
27:07 The Impact of Diesel Displacement
28:33 Field Results: Cutting $CO_2e$ by 45%
29:34 How DGB Works: Efficiency & Methane Reduction
30:42 Seeing Innovation in Action: Demos & Tours
32:50 Manufacturing Excellence: The "Mothership" Culture
36:55 Digital Ecosystems & Predictive Reliability
39:15 SPM & Caterpillar: Power-to-Wellhead Automation
42:48 Global Demand: Why Reliable Power Matters
48:04 Wrap-Up: Caterpillar’s Strategy for the Next 100 Years

In this episode of the Energy Pipeline Podcast, host Russell Stewart sits down with Timothy Soucy, Senior Account Manager at Caterpillar Oil & Gas, to explore how power generation on drilling rigs is evolving.
 
With nearly two decades of industry experience, Timothy breaks down how Caterpillar is helping operators reduce GHG emissions, improve efficiency, and stay capital disciplined through practical solutions like diesel and dual-fuel systems, LNG, energy storage, microgrid controllers, and the emerging role of hydrogen.
 
Tune in now!

00:00 Introduction and Sponsor Message
00:28 Welcome to the Energy Pipeline Podcast
01:01 Guest Introduction: Timothy Susie from Caterpillar
01:19 Timothy's Background and Role at Caterpillar
01:48 Power Generation in the Oil and Gas Industry
03:14 Transitioning from Diesel to Natural Gas
05:01 Technological Innovations: DGB and LNG
06:44 Strategic Advantages and ROI
09:24 Grid Tie and Energy Storage Systems
14:47 Hydrogen and Future Technologies
16:15 Purchase and Rental Options
18:08 Caterpillar's Corporate and Dealer Coordination
20:43 Conclusion and Contact Information