EP. 32 | Cash Discipline, AI & Why Natural Gas Wins with Marshall Dodson

Ep. 34 | Clean Baseload Power, Data Centers & the Future of Energy

On Petronoia, host Dan Romito sits down with Ahmad Eldemerdash of Baker Hughes and Ghazal Izadi, COO of XGS Energy, to discuss the growing demand for reliable clean power and the future of geothermal energy. They explore how next-generation closed-loop geothermal technology could overcome traditional barriers to scale, Baker Hughes’ role in advancing the sector, and XG’s 150 MW New Mexico project with PNM and Meta. 00:00 Podcast Introduction 00:38 Meet the Guests 01:22 Ahmad Energy Journey 02:48 Ghazal Geothermal Path 04:04 Rewriting Energy Equation 05:32 Demand Growth and Net Zero 08:06 Why Geothermal Fits 09:02 Geothermal Myths and Costs 10:08 XGS Closed Loop Breakthrough 12:51 Field Pilot and Predictability 14:25 Baker Hughes XGS Partnership 17:05 Scaling Geothermal Explained 22:29 Geothermal Potential by 2050 24:59 Geothermal Economics Math 25:55 Beyond 15 Percent Potential 26:39 Grid Constraints And Baseload 28:57 Supply Chain Resilience 32:38 New Mexico Data Center Project 34:26 Baker Hughes De Risking 37:46 Scaling Barriers Worldwide 41:06 Utilities Adoption Tipping Point 42:42 Ten-Year Success Vision 46:23 Developing Economies Leapfrog 48:41 Microgrids And Closing Thoughts

Ep. 33 | SPACs, Digital Assets, and the Future of Energy with Andrejka Bernatova

Where energy, finance, and technology intersect. In this episode of PetroNoia, Dan Romito sits down with Dynamix Founder and CEO Andrejka Bernatova to break down SPACs, digital assets, and the leadership mindset driving the energy transition, offering sharp insights into what’s shaping the future of the global economy. Tune in now! 00:00 Introduction to PetroNoia Podcast 00:41 Meet the Guest: Andrejka Bernatova 01:16 Andrejka's Fascinating Journey 07:01 Lessons in Resilience and Success 08:05 The State of the US and Global Perspectives 13:14 Insights on SPACs and Their Viability 18:37 Energy Transition and SPACs 19:47 The Role of Team and Strategy in SPAC Success 25:17 Exploring Digital Assets and Crypto 27:07 Energy and Crypto: Transformative Technologies 27:49 The Evolution of Communication and Crypto's Role 28:53 Bitcoin vs Ethereum: Different Roles in the Crypto Space 29:40 Disruptive Potential of Crypto in Financial Transactions 33:03 Crypto's Impact on Mortgages and Everyday Transactions 35:59 Digital Assets in the Oil and Energy Sector 39:55 Renewables vs. Traditional Energy Sources 40:56 European Energy Policies and Challenges 49:52 Future Predictions for 2026

EP. 32 | Cash Discipline, AI & Why Natural Gas Wins with Marshall Dodson

Is natural gas the only energy source that actually scales with demand? In this episode, Dan Romito sits down with Marshall Dodson, CEO at Key Energy Services, to break down the fundamentals behind today’s energy market: cash discipline, capital allocation, and what investors are really looking for. They cover labor shortages, how AI is improving field safety and operations, and why natural gas remains the most practical solution for powering data centers. Plus, real insights on navigating regulation in markets like California. 00:00 Podcast Intro 00:37 Meet Marshall Dodson 01:18 From Accounting to Energy 03:08 Key Energy Turnaround 04:13 Bankruptcy to CEO 05:02 COVID and Negative Oil 06:17 Capital Discipline Returns 08:35 Labor and Energy Reality 10:52 Why Wind Math Fails 13:01 AI Optimism and Use Cases 14:27 Project Bob Safety Tool 16:05 AI Optimism vs Fear 17:22 Efficiency vs Training Loss 18:34 Energy Sector Tailwinds 20:23 Investors Return to Oil 21:10 Regulation and California 22:05 Permits and Plugging Wells 24:21 Three Year Priorities 25:02 Labor Shortage Reality 26:12 Oil Prices and Inventory 27:08 AI Hype and Returns 29:18 Compute Costs and Gas 29:53 Wrap Up and Thanks

EP. 31 | Allyson Anderson Book: ESG, Emissions & Energy Strategy

Is sustainability a buzzword or a business advantage? Recorded Live at the Baker Hughes Annual Meeting, PetroNoia host Dan Romito sits down with Allyson Anderson Book, Baker Hughes Chief Sustainability Officer, for a straight-talking conversation on accountability, ESG, and why emissions reductions can actually drive cost efficiency. From Deepwater Horizon to U.S. policy and corporate strategy, Allyson breaks down what’s signal, what’s noise, and what the industry needs to get right next. Less rhetoric. More results. 00:00 Podcast intro 01:30 Just the facts banter 03:18 Allyson career path 06:35 Deepwater Horizon role 10:08 Policy vs people 14:46 Sustainability meaning 18:57 Business case at Baker 23:15 Regulation and markets 25:45 Developing world policy 28:30 Finding common ground 30:33 America as Energy Provider 31:43 AI Hype and Energy Reality 32:42 Sustainability Demand Rising 34:21 Where Regulations Hit Hardest 40:44 Why People Reject Facts 52:20 CCS and Financing Hurdles 53:28 Adaptation and Physical Risk 56:14 Wrap Up in Florence

EP. 30 | Marcella Burke explains what repealing the CO₂ rule really means

What happens if the foundation of U.S. climate regulation is pulled back? In this episode, Dan Romeo sits down with Houston attorney Marcella Burke—founder of Burke Law Group and former EPA official—to break down the EPA’s 2009 “endangerment finding” and the proposed 2025 repeal. They discuss how Massachusetts v. EPA (2007) led to CO₂ being regulated under the Clean Air Act, why that decision still drives vehicle standards and permitting today, and what a repeal would realistically mean. From expected legal battles to state pushback and industry reactions, this episode unpacks what’s truly at stake. 00:38 Meet Marcella Burke 02:21 Endangerment Finding 101: Clean Air Act basics 05:17 2025 Re-Evaluation: Reopening the science 07:09 Massachusetts v. EPA (2007) 11:10 Legal vs. policy impact 14:22 The Court Battle Ahead 20:10 Industry Divide & Political Stakes 32:29 Immediate Impact: Vehicle standards & permitting 35:23 State Pushback: California & federal tension 36:49 Suncor v. Boulder County & climate litigation 38:40 The Economic Argument for Rescinding 54:06 Closing Thoughts & What’s Next