In our latest episode, host Mark Hinaman sits down with David Ramsden Wood (DRW) — engineer, operator, investor, writer, and longtime energy thinker — for a wide-ranging conversation about where energy opportunities actually come from.
From the shale revolution and overlooked basins to nuclear, natural gas, data centers, and AI, DRW brings a practical perspective shaped by decades of watching capital flow into—and sometimes destroy value in—the energy industry.
The discussion explores:
🛢️ Why overdrilling, overcapitalization, and chasing growth can destroy otherwise great energy assets
🗺️ How DRW identified overlooked opportunities in places like Fort Berthold, New Mexico, and the DJ Basin before the market caught on
💰 Why capital discipline and free cash flow matter more than hype
⚛️ What the nuclear buildout and data center boom can learn from the mistakes of oil and gas
🔥 Where natural gas fits as demand for electricity continues to grow
🚗 What EVs, autonomous vehicles, and changing oil demand could mean for the energy markets
The common thread is simple: the best opportunities aren't always the obvious ones. Finding them requires understanding the asset, the market, the incentives, and—perhaps most importantly—when to act.
Host: Mark Hinaman
Producer: Cameron Cruickshank
#Energy #OilAndGas #NuclearEnergy #NaturalGas #EnergyMarkets #EnergyInvesting #CapitalAllocation #DataCenters #AI #EnergyInfrastructure #Shale #EnergyTransition #EnergySecurity #Fire2Fission
