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

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.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. 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.00:00 Why Oil and Gas Matters00:36 Podcast and Sponsors01:59 Host Catch Up03:23 Meet Jose Bayardo04:03 Early Life and Education06:43 Banking and Energy Tech07:32 SCF and Complete Growth14:48 Continental to NOV18:34 Becoming NOV CEO25:26 What NOV Does26:10 Brazil Deepwater Expansion28:45 Geopolitics and Supply Chain30:05 Energy Security and Diversification31:13 Fiberglass and Midstream Infrastructure33:25 Automation and Data Tech35:14 NOV in 5 to 10 Years37:19 M&A Versus Organic Innovation39:13 Capital Discipline and Investing42:23 Replacement Cycle and Tightening Market45:37 Family Life and Balance48:33 Cars and Hands-On Hobbies51:55 Mentors and Leadership Lessons54:57 Quick Fire and Career Advice