
Oilfield 360 Podcast
#104. Justin Jacobs on Where Natural Gas Compression Creates Value
Natural Gas Services Group is turning natural gas infrastructure into a growth opportunity. 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. 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. 0:00 Welcome and Banter 00:28 Drone Grocery Delivery Story 01:12 Meet Justin Jacobs 01:30 Early Career Blackstone 02:22 Turnarounds and World Travel 04:24 Mill Road Capital Strategy Shift 07:49 Finding NGS in 2020 09:06 Board Turmoil and CEO Move 12:27 Energy Outlook and Compression 16:35 Boardroom Lessons and Value Drivers 24:59 Four Value Drivers Explained 26:42 Field Techs and Leadership 29:09 First Days as CEO in Midland 32:16 Texas Culture and Family Life 34:19 Working With the Board 37:59 Board Expectations 39:10 Learning Organization 41:22 High Performance Culture 43:39 Trust And Feedback 45:48 CEO Self Assessment 46:59 Mentors And Lessons 51:19 Family Racing Hobby 54:05 Speed And Focus 58:09 Gas Market Outlook 01:01:57 Rent Versus Own 01:04:37 Electric Compression Debate 01:07:48 Midland Favorites 01:08:26 Parting Career Advice





