Tracy Allaway

So, you know, we haven't seen a big supply side push.

And that's despite a lot of noise coming out from the administration about unleashing U.S.

energy and, you know, letting everyone, including your grandma, drill in.

This is just an excuse for you to talk about Landman.

I like it every time we get to talk about Christmas trees of like valves and spools and casings.

This is an episode for both of us.

Well, I wrote one article and then I think I revisited it.

But it had one of my favorite headlines of all time and one of my favorite ever leads.

But the headline was how actual nuts and bolts are bringing down oil prices.

And it was about standardization of oil drilling parts.

And I'm reading here, it says you started this business in 2018, which I find really fascinating because 2014, 2015, the shale bust was an incredibly painful moment in time, not just if you were in the energy specifically, but also if you were in other parts of the market, like the debt market at that time.

And there was crazy stuff going on at that time, like people talking about oil going down to like zero.

I remember being in a restaurant and well, eventually it went to negative 40.

It did go negative.

But that was different.

But I remember being in a restaurant and I was talking to my husband about oil prices at that time.

And some random guy like overheard us at the next table and got up and said like oil is going down to I think it was either 20 bucks a barrel or zero and then just like left the restaurant.

So it was like a very strange time in the oil market.

And yet you decided to start a shale company at that time.

What was the thinking?