Recorded live at the Daniel Energy Partners Thrive Conference, hosts David de Roode and Victoria Beard Queen sit down with Jackson Wise, CEO of Signal Peak Silica, and world-class pit master, to unpack the realities of the modern sand business and what it takes to lead through cycles. Wise shares his unconventional path from Enron and investment banking with the infamous Simmons & Company to operating one of the largest regional frac sand platforms in the U.S., along with the hard lessons learned during Signal Peak’s 2019 turnaround.

The conversation dives into how regionalization has reshaped the sand market, why delivered cost and logistics matter more than brand, and how consolidation and capital discipline are defining the future of the sector. Wise also reflects on leadership, mentorship, building high‑trust teams, and why barbecue, community, and culture still play an outsized role in oil & gas today.

00:00 Why Oil And Gas Matters

00:36 Podcast And Sponsors

01:59 Live From Thrive Conference

03:14 Meet Jackson Wise

03:40 Early Career And Enron

05:52 BP MBA And Simmons

07:17 Simmons Culture Lessons

09:34 Leaving Banking To Operate

11:38 Mentorship And Leadership

13:16 Signal Peak In 30 Seconds

15:49 Turnaround And Team Building

17:24 Sand Consolidation Strategy

20:06 How The Sand Market Changed

22:47 Plant Costs Then And Now

24:17 Wet Versus Dry Sand

25:36 Wet Sand Reality Check

26:15 How Heavy Is Sand

27:14 Logistics And Truck Staging

28:59 Pitching SPS Value

30:57 Five To Ten Year Vision

32:48 Barbecue And Oilfield Culture

34:53 Winning At Pebble Beach

38:21 Cookoff Community And Team

42:27 Career Wisdom And Wrap

AI Power Surge: Can Natural Gas Keep Up with Demand?

AI is driving a new wave of power demand. But where will the energy come from?

At the Daniel Energy Partners Thrive Conference, Oilfield 360 Podcast hosts David de Roode and Victoria Beard-Queen sit down with Jason Downie, Managing Partner of Tailwater Capital.

Jason shares his perspective as an energy private equity investor and why natural gas and midstream infrastructure will be critical as AI, LNG exports, and reshoring drive the next phase of energy demand.

00:00 Why Oil Still Matters

00:54 Podcast Sponsors

01:59 Live From Thrive Conference

02:30 Nuclear Plus Gas Takeaways

03:39 Meet Jason Downey

04:10 Why Tailwater Name

05:09 Fly Fishing Banter

05:45 Jason Energy Origin Story

07:49 DLJ To Hicks Muse Path

10:54 Energy Thesis And 2003 Shift

12:05 Private Equity Explained

13:07 Tailwater Strategy Three Legs

14:35 Portfolio And Midstream Model

18:18 Bullish Themes E&P LNG AI

26:21 Texas Power Demand Surge

30:36 Structural Demand Pull Wrap

31:27 Replacement Depletion Math

32:21 Raising a PE Fund

33:39 Treat Investors as Partners

35:30 Giving Young Talent Rope

38:21 Service and Salesmanship Club

41:02 Solo Africa Hunt Reflections

46:03 Tailwater White Space

47:35 Water and Infrastructure Opportunities

51:51 Career Advice for Your 20s

54:59 Wrap Up and Where to Follow

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 Sponsors

01:59 Welcome And Upcoming Events

02:59 Meet John Schmitz

04:25 Early Career And First Company

06:35 Surviving The 80s Crash

08:02 Buying Companies In Downcycles

13:51 Midstream And Upstream Expansion

15:27 Private Equity And Going Public

24:17 Life After Complete Energy

26:55 Family Support And Marriage

28:33 Giving Back In Cook County

32:36 Meeting Harold Hamm

32:54 Save Domestic Oil Fight

33:53 Partners In Complete

34:46 Why Harold Matters

35:25 What DEPA Does

36:59 US Energy Advantage

38:23 Industry Turnaround Story

40:55 More With Less

42:45 Family Office And Kids

43:16 Select Origin Story

46:17 Water To Recycling Shift

48:39 Pipelines And Networks

51:42 Efficiency By The Numbers

53:25 Ranch Life And Longhorns

55:01 Stark Ranch History

01:00:19 Mentors And Advice

01:03:02 Romania And Global Expansion