#101. Jose Bayardo on Drilling Innovation, Growth, And Energy Demand

<p>In this episode of Oilfield 360, hosts David de Roode and Victoria Bear Queen sit down with Jose Bayardo, the newly appointed CEO of NOV, to explore leadership, innovation, and the future of global energy.</p><p><br></p><p>Bayardo shares a candid and wide-ranging perspective shaped by his career across investment banking, private equity-backed growth companies, public markets, and large-scale global operations. </p><p><br></p><p>From his early days in energy technology and corporate development to his leadership of one of the world’s largest oilfield services companies, the conversation traces how disciplined capital allocation, operational experience, and adaptability have defined his path.</p><p><br></p><p>00:00 Why Oil and Gas Matters</p><p>00:36 Podcast and Sponsors</p><p>01:59 Host Catch Up</p><p>03:23 Meet Jose Bayardo</p><p>04:03 Early Life and Education</p><p>06:43 Banking and Energy Tech</p><p>07:32 SCF and Complete Growth</p><p>14:48 Continental to NOV</p><p>18:34 Becoming NOV CEO</p><p>25:26 What NOV Does</p><p>26:10 Brazil Deepwater Expansion</p><p>28:45 Geopolitics and Supply Chain</p><p>30:05 Energy Security and Diversification</p><p>31:13 Fiberglass and Midstream Infrastructure</p><p>33:25 Automation and Data Tech</p><p>35:14 NOV in 5 to 10 Years</p><p>37:19 M&amp;A Versus Organic Innovation</p><p>39:13 Capital Discipline and Investing</p><p>42:23 Replacement Cycle and Tightening Market</p><p>45:37 Family Life and Balance</p><p>48:33 Cars and Hands-On Hobbies</p><p>51:55 Mentors and Leadership Lessons</p><p>54:57 Quick Fire and Career Advice</p>