#104. Justin Jacobs on Where Natural Gas Compression Creates Value

<p>Natural Gas Services Group is turning natural gas infrastructure into a growth opportunity.</p><p><br></p><p>David de Roode and Victoria Beard Queen sit down with Justin Jacobs, CEO of Natural Gas Services Group (NGS), to explore his path from investing in undervalued companies to leading NGS.</p><p><br></p><p>Justin shares his leadership philosophy, NGS’s four key value drivers, and his perspective on natural gas demand, LNG, data centers, and the future of compression.</p><p><br></p><p>0:00 Welcome and Banter</p><p>00:28 Drone Grocery Delivery Story</p><p>01:12 Meet Justin Jacobs</p><p>01:30 Early Career Blackstone</p><p>02:22 Turnarounds and World Travel</p><p>04:24 Mill Road Capital Strategy Shift</p><p>07:49 Finding NGS in 2020</p><p>09:06 Board Turmoil and CEO Move</p><p>12:27 Energy Outlook and Compression</p><p>16:35 Boardroom Lessons and Value Drivers</p><p>24:59 Four Value Drivers Explained</p><p>26:42 Field Techs and Leadership</p><p>29:09 First Days as CEO in Midland</p><p>32:16 Texas Culture and Family Life</p><p>34:19 Working With the Board</p><p>37:59 Board Expectations</p><p>39:10 Learning Organization</p><p>41:22 High Performance Culture</p><p>43:39 Trust And Feedback</p><p>45:48 CEO Self Assessment</p><p>46:59 Mentors And Lessons</p><p>51:19 Family Racing Hobby</p><p>54:05 Speed And Focus</p><p>58:09 Gas Market Outlook</p><p>01:01:57 Rent Versus Own</p><p>01:04:37 Electric Compression Debate</p><p>01:07:48 Midland Favorites</p><p>01:08:26 Parting Career Advice</p>