Powering Data Centers in a Constrained Grid

CAT - PROpwr - Bosco

00:00:00 Josh Lowrey
Welcome to the Energy Pipeline Podcast, sponsored by Caterpillar. We are coming to you live from the Daniel Energy Partners Thrive Energy Conference at Daikin Park in Houston, Texas. My name is Josh Lowrey. I am the, uh, host of this podcast, and we are thrilled to have one of my favorite, favorite people maybe ever.

00:00:19 Josh Lowrey
And I don't know how far we'll go back on this, but truly one of my favorite people to, that I know in business, know in life, Mr. Dave Bosco as a guest. Dave, welcome,

00:00:29 Dave Bosco
Josh. Appreciate you having me, man.

00:00:31 Josh Lowrey
Dave. So you are the vice president of Power, uh, pro Power.

00:00:35 Dave Bosco
Mm-hmm.

00:00:36 Josh Lowrey
And, but you have, that is a title, but really you're just a stud.

00:00:40 Josh Lowrey
Let's, let me just throw that out from the beginning.

00:00:43 Dave Bosco
I, I appreciate that, Josh. I'm, I'm, I'm not gonna, you know.

00:00:47 Josh Lowrey
Oh,

00:00:49 Dave Bosco
if you're trying to be humble here, agree that, that, that I'm a stud. I just, uh, I got a job to execute on and that's what I'm here for, man.

00:00:55 Josh Lowrey
So I should just let you know this is, you've never done a podcast in me, have you?

00:00:58 Josh Lowrey
Mm-hmm. 00:01:00 With

00:01:00 Dave Bosco
Yeah, I've done, we uh, we did the it crowd Oh,

00:01:03 Josh Lowrey
yes. With,

00:01:03 Dave Bosco
uh, oh, that was a crowd with Richard,

00:01:05 Josh Lowrey
with Mr. Richard Rodriguez. Yeah. Yes. So we've gotten better since then.

00:01:09 Dave Bosco
Oh.

00:01:10 Josh Lowrey
And I haven't exactly. Gotten more humble since then. So I'm just assuming that you've just, that we're just gonna dominate this podcast.

00:01:15 Dave Bosco
I'm, I'm down with that. So.

00:01:17 Josh Lowrey
You, I want tell the people real quick what you do and, 'cause I wanna talk about just your vision of how you got here, in my opinion, before everybody else. And it makes you look like you just knew this was coming. K. So kinda give the idea of where, what you do for people and how you got here, if you don't mind.

00:01:33 Dave Bosco
Yeah. So I mean, like at Pro Power Travis and I, um, I call him, I mean, he's my business partner. Mm-hmm. Uh, we started up the company under Petro. Um, October of 2024 and just, you know, looking at the landscape and, you know, previously founding another, another powers of service business, uh, being in the market where there was the bifurcation of fuel and focus on electrification of all the things and stuff, not only

00:02:00 Dave Bosco
in oil and gas, but you know, other tangential markets such as data centers, industrial applications, and it's, I mean, it's pretty basic.

00:02:09 Dave Bosco
The grid is not gonna be able to support power. Mm-hmm. Folks need efficient, resilient, reliable utility like solutions that deliver experience. And what most customers want is a light switch. Flipping. Yeah. And knowing that electricity's at the facility, all the magic that happens in the background, the attachment to the widget, um, is not important.

00:02:31 Dave Bosco
And so, you know, we like to say, Hey, whether it's a gas turbine, a gas re reset, or a thousand people stacked up on Pelotons, when you flip the light switch, power's gonna be there.

00:02:40 Josh Lowrey
You know, I, I don't want to jump in so quickly here, but there's a story that I tell people that's such a, it, it aligns exactly with what you just said.

00:02:47 Josh Lowrey
I was in, um, Brazil about a decade ago, and we were visiting with the one, the people I was with. His sister is married to the president of basically NBC Brazil. 00:03:00 And so we were there and it was a, you know, obviously a very wealthy family. Um, we were in the best neighborhood in Brazil. Um, we in uh,

00:03:09 Dave Bosco
is this around car of all time?

00:03:10 Josh Lowrey
No, no. We were down there for business. We were down there for, just kidding. I would've definitely gone down there for that.

00:03:14 Dave Bosco
That would've been awesome.

00:03:15 Josh Lowrey
Yes. No, we, uh, we were just down there for drill pipe actually, so down there for business and we were visiting his family. Um, and they lived in the nicest neighborhood.

00:03:25 Josh Lowrey
Um, they were in the nicest building. They were, and they had the entire penthouse. Of the ni of the, so it was the nicest of the nicest of the nicest. And, uh, in Rio, and they spoke perfect English and whatever. So we're sitting there talking, she's giving me a tour. And I mean, it's just stunning. It's an absolutely stunning view of everything as you can imagine.

00:03:41 Josh Lowrey
And I said, this is incredible. I mean, you couldn't help but just being in awe of what you were looking at. And you know, there's a different level of wealth at that. Yeah, yeah. And I said, uh, this is incredible to see this. And she says, yeah. She goes, thank you. It's, it's great. We love living here. She says, but I love America.

00:03:57 Josh Lowrey
And I said, yeah, and I

00:04:00 Josh Lowrey
obviously I love America. And she says, I love America for reasons that you don't think about. And she said, you know, when you are in America, when you flip the light switch, you know that light's coming on. And she says, when you're here with everything you see, with all the wealth and with all the amenities that we have, I flip that light switch and it doesn't come on sometimes.

00:04:21 Dave Bosco
That's crazy.

00:04:21 Josh Lowrey
It Well, it is. You know, and I, and I thought to myself, that really hit me. That these people can have anything they want and sometimes you just want the lights to come on and it doesn't.

00:04:32 Dave Bosco
Yeah.

00:04:32 Josh Lowrey
So your point of people take, we take these things for granted.

00:04:36 Dave Bosco
We definitely do. I, I, I think the, you know, regular everyday American that is reading the news and hearing about the, you know, increase in power demand from data centers and you know, the bookends of anywhere from conservatively 74 gigawatts to 130 gigawatts in data center demand.

00:04:55 Dave Bosco
Just a Permian Basin from an oil and gas electrification on the Texas side,

00:05:00 Dave Bosco
24 gigawatts by 2030. New Mexico. A little bit tougher to put a number on that. Right? Because they are not part of Ercot is an island, right? So there's a lot more data and availability of information. But call the New Mexico side 14 gigawatts plus.

00:05:15 Dave Bosco
Um, and that's just, you know, in two industries and two areas. Mm-hmm. Right. You spread out to the rest of the United States and kind of zoom out and start seeing the increases in Ohio in these data centers being built out. And it's, it's just been really, really cool to, you know, be a part of this experience in the once in a lifetime opportunity.

00:05:39 Dave Bosco
If you're lucky in your career that you see this massive amount of equipment and new business models and industry being built up and. You know, a chance for folks too who might have been in the oil and gas market, especially mechanics and the people who work on the equipment, right? 'cause you don't have assets without people to work on 00:06:00 it.

00:06:00 Dave Bosco
Them being able to move into these new markets and, you know, enrich their lives and have that, you know, security going forward, that they're gonna be in a less volatile space. It's, it's pretty cool,

00:06:12 Josh Lowrey
you know, that, that is such a great point. That's actually when I was, it's, it's, your career is so cool. You know, that's kind of what I was, I wasn't just talking at the beginning.

00:06:21 Josh Lowrey
You're, you didn't just start doing this 18 months ago or October of 24, right?

00:06:25 Dave Bosco
No,

00:06:25 Josh Lowrey
you, you are a true example of doing things from the ground up and, and, and saying, you know what? This works here and I'm really good at this, but maybe I'm better at this. And all of a sudden, an opportunity opens up and can you, I I want the audience to know, like, you, you didn't, they didn't just give you a vice president of a startup job.

00:06:42 Josh Lowrey
I was like, this is, this was earned from the ground up. Literally.

00:06:46 Dave Bosco
Yeah. I mean like, look, you gotta execute. Yeah. Bottom line. Um, I mean, I started out my career, um, I went to trade school for network engineering.

00:06:54 Josh Lowrey
Yeah. And.

00:06:55 Dave Bosco
Moved down to Houston almost 21 years ago with my family.

00:06:59 Josh Lowrey
Mm-hmm. 00:07:00

00:07:00 Dave Bosco
Um, it was actually May 8th, mine and my wife's anniversary.

00:07:03 Dave Bosco
Um, so that's

00:07:04 Josh Lowrey
happy anniversary. We're moving to Houston.

00:07:05 Dave Bosco
Yeah, exactly. That's kind of what it was. Right. Just had two kids and it was like, you know, the IT market at that time, you know, early two thousands, super saturated. Mm-hmm. You know, everybody wanted to be an IT person. Yeah. Networking, right. But you know, post.com, boom, uh, crash, you know.

00:07:23 Dave Bosco
I went to a company to go ahead and manage their network and get a bunch of things kind of taken care of. And after six months-ish went to the boss and I was like, Hey man, um, I'm bored. And I think you're gonna fire me. And I got a family and we just moved down to Houston. So you talked to me about this four or five year program to, you know, learn the business on the oil and gas side, understand equipment and you know, was going through this rotational, you know, every single function in the company.

00:07:54 Dave Bosco
Getting to holistically learn the business from working in the field, rebuilding equipment, parts 00:08:00 department, uh, doing some engineering and reverse engineering on drawings. Understanding, you know, how to manage and what a p and l is, you know, what inventory mm-hmm. And negotiation for, for that kind of like side of it.

00:08:13 Dave Bosco
And then, you know, understanding the applications too. 'cause you know, if you're, if you're a commercial person, it's not just buying dinner, yeah's not, you know, taking folks out. It's not donuts. No, you, you have to deliver value and quantifying that is important. And,

00:08:27 Josh Lowrey
and real quick, 'cause I know the, I feel like I know the company.

00:08:29 Josh Lowrey
Is that the company you were with for a long time there?

00:08:31 Dave Bosco
Yeah. Copeland International.

00:08:32 Josh Lowrey
That's crazy. Yeah. That's a really great

00:08:34 Dave Bosco
And you and your family, uh, CBA tanks.

00:08:37 Josh Lowrey
Yeah.

00:08:37 Dave Bosco
We were selling you guys transmissions that were going on frack pumps and that

00:08:42 Josh Lowrey
is crazy.

00:08:43 Dave Bosco
Acidizing equipment during the 2008. Yep. Boom, boom.

00:08:46 Dave Bosco
Yes, absolutely. Which kind of, this is like, hey, you get kind of two of those experiences that you're

00:08:51 Josh Lowrey
lucky. Yes. That is wild.

00:08:51 Dave Bosco
Yeah. Small world. We're talking about like the layers of Yes. Josh Lowrey, Kevin Bacon, kinda death, and, uh, no, it's super cool.

00:08:59 Josh Lowrey
00:09:00 You know, uh, chart ended up buying CVA and now. Really? Yep.

00:09:03 Josh Lowrey
And then Baker just bought chart and I was in, uh, Florence for the Baker Hughes annual meeting. And they're talking about how, what they're gonna do with chart and, and this l and g in the world. And I'm thinking to myself. What a small like Lorenzo is talking about. The company that we, that we moved to Houston for, it was just crazy to kind of connect all those dots 25 years later.

00:09:22 Josh Lowrey
But that's super cool. I think it's, well, really, I think it's really cool that you rec, I mean this just, anybody listening early on in your career recognize what he just said. He was like, look, I'm good at this, but I don't like it. Maybe there's something else. And he was proactive in his career to say, put me somewhere else.

00:09:38 Dave Bosco
Yep.

00:09:39 Josh Lowrey
Please, or I wanna, I wanna learn other things.

00:09:41 Dave Bosco
Yeah. I, I want to be a Liam Neeson or a ninja, and that

00:09:45 Josh Lowrey
is awesome. That's a really

00:09:46 Dave Bosco
general lesson of life with this special sales built Right. Um, so I mean, like, ended up hitting what I think my, my small man Snic was. Yeah. Over at, at that company. And, uh, you know, through our lives we've got these building blocks 00:10:00 and stepping stones that are, you know.

00:10:02 Dave Bosco
Compounding to make us who we are going to eventually be. Mm-hmm. And growing as a person. And I like to talk to my team about being, you know, comfortable being uncomfortable. Yep. I

00:10:11 Josh Lowrey
agree.

00:10:12 Dave Bosco
You know, that's where you really grow and see what you're made of. So, ended up going and working for a major engine, OEM.

00:10:18 Dave Bosco
Um. Launching and, you know, participating in development of a lot of new technologies to go ahead and, you know, differentiate them in the market. And actually at, uh, OTC 2021, um, met Travis and Okay. Uh

00:10:34 Josh Lowrey
oh, you've known him that long.

00:10:35 Dave Bosco
Yeah. And so, I mean, look. Yeah. You know, we, somebody was talking yesterday that they thought that, you know, him and I had like, you know, made rocket chips and stuff like that as kids and, you know, uh.

00:10:46 Dave Bosco
Him and I have only known each other going on five years. Well,

00:10:48 Josh Lowrey
five years. I mean, listen, five years that this is the new oil field of five years. Yeah. Anybody, anybody. The 2020 thing reset everything.

00:10:54 Dave Bosco
It definitely did. It really did. It, it propelled us 10 years into the future very quickly, because it feels like it was 00:11:00 10 years ago.

00:11:00 Dave Bosco
Yeah. It's crazy.

00:11:01 Josh Lowrey
Yeah.

00:11:02 Dave Bosco
So, but met him and, uh, we clicked, went, went, worked for, uh, uh, patcher integrator that we were at at the time under them. Started up a power as a service company. Mm-hmm. And uh, you know, while at that. OEM was kind of seeing this market change and understanding that, hey, electrification is important, efficiency is important, emissions, reliability.

00:11:24 Dave Bosco
Um, and there had to be this, you know, kind of diversion from the normal owning equipment as an end customer. Okay. And, you know, that's, that's a lot of responsibility from a power side if you are an oil and gas operator or data center to say, I'm gonna own my destiny, like. Okay. If you fail, it's on you at that point.

00:11:46 Dave Bosco
And does that actually drive value inside of your organization or do you just create a choke point? Because if you didn't build out the team properly, now your, your whole operations are predicated on you being successful.

00:11:57 Josh Lowrey
Lemme ask you something real quick. You talked about the electrification. 00:12:00 Is that, was that under the guise at the time of energy transition or was it, did you, was it a true market opportunity?

00:12:08 Dave Bosco
I think it was a true market opportunity. Okay. Everybody might've thought like, Hey, you know, ESG Yeah. Obviously was important. And, and I think still look, you know, we gotta live within the, the, the bounds of the laws.

00:12:19 Josh Lowrey
Well, I mean, look, everybody wants to do things the right way

00:12:20 Dave Bosco
and you have to win. Right?

00:12:22 Josh Lowrey
Right. Exactly.

00:12:22 Dave Bosco
And, um, I think that was more of what that ended up becoming in the day and age that we're living in today, where emissions are, they should be important. They should be something that we discuss because. You know, you want to have clean air and there's better ways to do it. That's

00:12:37 Josh Lowrey
right.

00:12:38 Dave Bosco
And usually when you do it, you know, when you have emissions friendly equipment, it also drives efficiency as well.

00:12:43 Josh Lowrey
Right. I mean, it, it's kind of a flywheel of excellence.

00:12:47 Dave Bosco
Mm-hmm.

00:12:47 Josh Lowrey
You try to find the right way to do things. You pick up other excellent tools and ideas and people along the way.

00:12:53 Dave Bosco
Yep.

00:12:53 Josh Lowrey
Yeah. Yep. Well, we're gonna talk about partnerships in inter minute 'cause we were talking off air. Yeah, it's, it's very important.

00:12:58 Dave Bosco
It's,

00:12:58 Josh Lowrey
um, 00:13:00 you know, they give me lots of notes. And they're like, Josh, ask these questions. I'm like, I, I can barely read, like why gimme pictures? What am I supposed to do with these notes? Uh, you know, really you're, you, you've moved up so high now that you used to host our Energy Espresso podcast on the network, and I did.

00:13:19 Josh Lowrey
You're incredible. Like it was awesome having you. And so like, I don't really have to ask any questions. What I really wanna ask you is what do pe I always tell you, I always tell people like, there's the widget, but. Your widget is, I mean, you guys are really moving the needle right now.

00:13:33 Dave Bosco
Yes.

00:13:33 Josh Lowrey
What do people really need to know about the widget?

00:13:35 Josh Lowrey
It's not the 8.2 gigawatts, right?

00:13:37 Dave Bosco
Yeah.

00:13:37 Josh Lowrey
It is like, what are you really doing with this widget that that matters?

00:13:41 Dave Bosco
Yeah. I think, I think what we're doing with the, with the widget and specifically with Caterpillar, right?

00:13:46 Josh Lowrey
By the way, cat loves you.

00:13:49 Dave Bosco
I appreciate that. I love me some cat.

00:13:51 Josh Lowrey
I'm not allowed to say cat.

00:13:52 Josh Lowrey
Excuse me. They got mad at me when I said I called Caterpillar. I said, I called 'em Big Cat. And they go, uh, sir, just it's not Big Cat. Just call us Caterpillar. I'm 00:14:00 like, okay, caterpillar. And they're, by the way, they're great, but Caterpillar loves you.

00:14:03 Dave Bosco
Incredible. Yeah. Um, and look, the, the partnership and especially with the platform of moving, you know, over to Petro and kicking this business off, there was an existing long-term relationship there.

00:14:14 Dave Bosco
And, um, know a bunch of the folks over at Cat and just, you know, at the engine OEM that I was at before mm-hmm. Had, you know, healthy competition and they were always the one that you want to talk about. They're gonna own a market. They're gonna Caterpillar execute Caterpillar.

00:14:27 Josh Lowrey
Well, I mean service. They're a hundred year old company.

00:14:29 Josh Lowrey
Yeah.

00:14:29 Dave Bosco
Yes. Service anywhere Anyhow, and that's where. A lot of people kind of go into where I said, you know, the, the folks working on the equipment, I've, I've said it before, I, I think about this upside down pyramid where leadership is at the top. Mm-hmm. And perceived least important person at the company, um, they're actually at the top of the business.

00:14:48 Dave Bosco
Leadership should be supporting and making sure that the culture persists and drives the best experience for the folks that are actually making it happen in the field. And so, you know, 00:15:00 I I, I love the Caterpillar network, uh, from the dealers that are, are partners as well, and there's this very, you know, holistic way to approach business.

00:15:09 Dave Bosco
Mm-hmm. I think some people can be arrogant and it's good for them that they know better than the OEM. But it's like, why would you go ahead and take that approach and not lean into the experience and the large install base that they can, you know, collect data and understand down to the fine detail what you're gonna get outta life of that.

00:15:27 Dave Bosco
You're

00:15:27 Josh Lowrey
talking about dealing with their dealers?

00:15:29 Dave Bosco
Dealers and Caterpillar directly.

00:15:30 Josh Lowrey
Okay.

00:15:30 Dave Bosco
I mean, as, as a partner, and I think there's, you know, something that we've tried to lean into is, uh. You know, making sure that as, as a partner we're vested in in their success and vice versa, you know, they, we need to be successful.

00:15:44 Josh Lowrey
Well, I mean, everything you hear on the outside is that capacity is an issue and just, you know, if you get in line how long that line really is.

00:15:52 Dave Bosco
Yeah.

00:15:53 Josh Lowrey
And to be honest with you, the fact that you guys have gotten in line and that there's something there is impressive and that tells me that 00:16:00 they clearly see that there's value in working, in partnering with you guys.

00:16:03 Josh Lowrey
Because Caterpillar is, look, we had, we interviewed them. They're a 100-year-old operation. Um, they are, everybody uses the word solution. Like that's a thing that people, and you should, you should be looking for solutions. But it feels like they're just like, they've got this network of, you know, the guy you could be dealing with is a mining guy, for instance.

00:16:22 Josh Lowrey
Yes. Right. Or the, you know, mining engineer. And she's, she's like, Hey, we did this in whatever industry and I, and I wanted to see if it works here in oil and gas or power. And all of a sudden you're like, well, that's a great idea. We, I would've never thought of that.

00:16:34 Dave Bosco
Yeah.

00:16:34 Josh Lowrey
And then the, the dealer network, like, that's just like real time ai, if you will.

00:16:41 Dave Bosco
Yep.

00:16:41 Josh Lowrey
Yeah.

00:16:42 Dave Bosco
For me, I, I call it service anytime, anywhere anyhow.

00:16:44 Josh Lowrey
Okay.

00:16:45 Dave Bosco
And that's what it should be, is, you know, you've got a strong partnership. Buying the asset is the first part of it. Right. Servicing that asset to get the life and the reliability. That, you know, in a service that we provide, it needs 00:17:00 to be maintained.

00:17:00 Dave Bosco
And if you don't maintain the equipment, I call it, I don't want a tongue hanging out of a new window on the side of the block that wasn't supposed to be there. Uh, just because you did not maintain the equipment properly. And being able to lean into their network of technicians and, you know, very qualified folks to help us get the best life out of our asset.

00:17:20 Dave Bosco
Right. And then also their fleet management program, it helps make sure that. Our assets are running and, uh, producing. So,

00:17:27 Josh Lowrey
you know, that was a, I remember when they purchased their first, the Fluid in company, right back in 20, I don't know, maybe 10. Yeah, if you Right. Black Horse. Black Horse, yeah. 20, somewhere in that timeframe.

00:17:39 Dave Bosco
Right down there over

00:17:40 Josh Lowrey
on 2 90 20

00:17:41 Dave Bosco
Fern

00:17:41 Josh Lowrey
two

00:17:42 Dave Bosco
90 area.

00:17:42 Josh Lowrey
That was another, was another business we started actually, believe it or not. And, uh, we were, I mean, there was a hot run there for a minute and flew it in, so whatever big time. But, um, remember when Caterpillar bought. That I thought, what, what's this? You know, this dealer networks aren't gonna be able to support that.

00:17:57 Josh Lowrey
And there was a lot of friction at the beginning.

00:17:58 Dave Bosco
Yep.

00:17:59 Josh Lowrey
Because, no, you know, 00:18:00 dealers like we're not gonna sell fluid ins. And then they made the other purchases and they've kind of the spms and they've kind of built this thing together. And like this is, you're talking about a 15 year investment

00:18:10 Dave Bosco
Yeah.

00:18:10 Josh Lowrey
To build this ecosystem.

00:18:12 Josh Lowrey
That they look pretty smart right now.

00:18:14 Dave Bosco
Oh dude, dude. Like this is why it's

00:18:16 Josh Lowrey
pretty impressive.

00:18:17 Dave Bosco
You, you brought up the mining side of the business. That's, that's why Caterpillar owns the mining market.

00:18:22 Josh Lowrey
Yeah.

00:18:22 Dave Bosco
They go and study a market, understand from end to end, every part of the value chain that they're gonna participate in and the value they're gonna deliver to the customers at that point, that's.

00:18:34 Dave Bosco
Honestly, what an OEM should really do is go and listen to the voice of the customer,

00:18:39 Josh Lowrey
right.

00:18:39 Dave Bosco
So that they can deliver what's needed to execute and improve that business. And that's, that's something that I love doing with these guys, right, is, you know, going up to 40,000 feet and taking out construction paper and crayons and going crazy ideas, folks.

00:18:55 Dave Bosco
Like, here's what we want to do. Right? And for me, like. It, it will work in Dave's 00:19:00 head. I got smart folks obviously they can

00:19:01 Josh Lowrey
implement

00:19:02 Dave Bosco
Yeah. That, that make that happen. But, um,

00:19:04 Josh Lowrey
well, I mean, but this goes, my, my point to bringing that up to you is like your growth has been exponential.

00:19:09 Dave Bosco
Yeah.

00:19:10 Josh Lowrey
It, how, how, like how do you build a company like this?

00:19:15 Josh Lowrey
In what, how, what timeframe are we talking about?

00:19:17 Dave Bosco
Yeah. I mean, so we placed our initial orders with Caterpillar.

00:19:20 Josh Lowrey
Okay.

00:19:20 Dave Bosco
In, uh, October, 2024, we kicked off the company. That's crazy. We orders, what are we talking, 15 and 16 months? 16 months ago.

00:19:28 Josh Lowrey
Good gosh.

00:19:28 Dave Bosco
Okay. Yeah. It's, so I, when, when I talk to our team, I talk about, you know, we're measuring the world in dog ears right now.

00:19:35 Dave Bosco
Okay. Because one year feels like seven years.

00:19:37 Josh Lowrey
Everyone's just getting kicked in the face daily.

00:19:39 Dave Bosco
Yeah. By,

00:19:40 Josh Lowrey
by just things.

00:19:41 Dave Bosco
It's, it's a controlled, you know, drinking through a fire hose. Mm-hmm. Uh, it's regulated, but

00:19:47 Josh Lowrey
I get it.

00:19:48 Dave Bosco
But, you know, we, that's

00:19:49 Josh Lowrey
awesome. By the way,

00:19:49 Dave Bosco
we made, we made decisions specifically to partner with company that we know has best in class technology allows us to tap into various, you know, 00:20:00 types of technology as well.

00:20:01 Dave Bosco
So, I mean, we have turbines, we have resets, we have battery energy storage. Under the re resets, we have multiple versions of Reep engines that all have their, you know, positive, um, you know, at, um, attributes to go ahead and fit into specific applications where you've got higher quality gas that drives higher efficiency.

00:20:21 Dave Bosco
And it's important to, you know, when you have a partnership with the company, truly understand like, Hey, what are the boundary conditions so that we can ensure this is successful. But then in the process. How can we kind of homogenize some of this technology together to make more of a hybrid solution approach.

00:20:37 Dave Bosco
Mm-hmm. And that's something I want to talk about that, that you brought up Josh, with, you know, kind of taking technology from the mining market, bringing it into Yeah. Another tangential market, um, with, with our data center, uh, contract that we announced

00:20:52 Josh Lowrey
that this is Yeah.

00:20:53 Dave Bosco
Yeah. I mean,

00:20:54 Josh Lowrey
this are my notes.

00:20:54 Dave Bosco
We are taking, we're taking technology and think about it this way.

00:20:58 Dave Bosco
The battery energy 00:21:00 storage system that we've integrated into, um, our fleet originally started in the drilling market. What does the drilling market load profile look like? You are rips on tripping pipe, right? Going from 500 kilowatts, peaking up to 3.2, sometimes 3.8 megawatts, and it's this transient, you know, responses that are constantly going up and down.

00:21:22 Dave Bosco
Think about AI loads. What's happening with AI Loads going from 30, 30 to 40% load swing up and down. You need this buffer so that you don't impact, I'm gonna geek out a little bit here. No, I, I'm interested

00:21:33 Josh Lowrey
in this.

00:21:34 Dave Bosco
You don't impact the voltage and frequency, which ends up tripping off a lot of this equipment, um, making it go offline and potentially causing damages.

00:21:43 Dave Bosco
So, you know, working with the Caterpillar team from a technical standpoint and having, you know, our engineering team get absolutely embedded and then going, okay, here's a plan that we take the technology. Bring it over to the field lab. Mm-hmm. Because we developed a lab that 00:22:00 is at 3 0 7 at our Petro Pro Power facility.

00:22:04 Dave Bosco
Okay. That, think about it like this. It is a live 24 7 operational skunk works, for lack of better term. I love it that we are able to test different load profiles, integrating various pieces of equipment together to get the, you know, greatest optimization while also being able to in parallel. Train our team and make sure that when guys go from being a green hat to being a red hat and they go on location, they're trained in that.

00:22:31 Dave Bosco
Those Liam Neeson skills I talk about, uh, have been built up. And I think that's what is different about us. And so when we talk to a, a, a customer partner and we like to use the word partner because you have to have partnerships with people, right? Um, we get to go in. Analyzer, local profiles. When you

00:22:50 Josh Lowrey
say go in, you're talking about the data center people?

00:22:52 Dave Bosco
Oh, well, data center or oil and gas application. Okay. Okay. Generally it's the same, right? We have the same approach with both. It's consultative engineering 00:23:00 solutions. Okay. Is what we're bringing to the market in the form of an experience. And so being able to go into a customer with high confidence, take their load profile data, understand what their needs are, what's keeping 'em up at night, what have other providers done that honestly has given them heartache.

00:23:17 Dave Bosco
And learning from the mistakes of others so we can set the right expectations and align ourselves with their availability and reliability. So we gotta get up every morning and earn our paycheck. And the, the measure of us getting that paycheck is when they flip the light switch, electricity is there, but they don't have to manage us.

00:23:35 Dave Bosco
Will be the humble black box that sits in the corner. Mm-hmm. Does exactly what we're supposed to. And we picked the right technology to deliver that experience.

00:23:41 Josh Lowrey
You mentioned, um, your, this contract. Are you, do you wanna announce who it is or how does it work?

00:23:46 Dave Bosco
Oh, no way.

00:23:47 Josh Lowrey
Okay. No.

00:23:47 Dave Bosco
Yeah. This, I've been learning this whole public company thing.

00:23:50 Dave Bosco
We can't keep

00:23:50 Josh Lowrey
your mouth shut.

00:23:50 Dave Bosco
Yeah.

00:23:51 Josh Lowrey
But, but it's big data center type stuff and

00:23:54 Dave Bosco
we've announced it's a, it's a hyperscaler.

00:23:56 Josh Lowrey
Isn't that awesome?

00:23:57 Dave Bosco
Oh, it's, it's, it's sick

00:23:58 Josh Lowrey
like this. 00:24:00 So we're at the Thrive Energy Conference. We are, it is not the Thrive Oil and Gas Conference.

00:24:05 Dave Bosco
This is the energy market.

00:24:06 Josh Lowrey
Well, it is.

00:24:07 Josh Lowrey
And like yesterday, I, I, I haven't been downstairs today, but did you hear the speeches and the talks yesterday?

00:24:13 Dave Bosco
I, I, I attended a couple of them in between getting inundated with, you know, just, uh, catching up with people. Right. Well, 'cause that's one of the cool things about this event is you. The culmination is so much horsepower.

00:24:25 Dave Bosco
Correct. From an industry standpoint,

00:24:26 Josh Lowrey
personnel, et cetera. Yeah.

00:24:28 Dave Bosco
Business happens, but also the, the relationship and partnerships and opportunities to catch up with folks. 'cause you're just running a hundred miles an hour and don't get the opportunities to just go like, how's life? How's,

00:24:39 Josh Lowrey
that's a great, great point.

00:24:41 Josh Lowrey
But I mean, I, I, which is cool and I appreciate that, but what I'm really point, my point is, is that if you did go listen to these, this is, I wanna know what the percentage of people talking about. Power generation. Oh yeah. Data centers and AI versus frack hours. Yeah. 00:25:00 And fluid ends that we, that we started this conference on absolutely five, six years ago.

00:25:03 Josh Lowrey
It is in incredible the amount of the difference today than six years ago.

00:25:08 Dave Bosco
It is, uh, power definitely is in vogue and, uh, natural gases in vogue

00:25:12 Josh Lowrey
as well. When I say in like with, again, with all respect to that comment, like in vogue almost implies that there's a, a time limit on this. Doesn't this just seem like it?

00:25:23 Josh Lowrey
The necessity of what you're gonna be doing is gonna be en not endless, but it's gonna be here for a long time.

00:25:29 Dave Bosco
It is, but the, the industry has to mature and much like oil and gas, when you go 2008

00:25:35 Josh Lowrey
Okay.

00:25:35 Dave Bosco
To 2017.

00:25:37 Josh Lowrey
Okay.

00:25:37 Dave Bosco
Right.

00:25:37 Josh Lowrey
Almost a decade

00:25:38 Dave Bosco
now that, that almost decade. We went from oil and gas being, we're spending money like crazy.

00:25:44 Dave Bosco
We don't care about equipment life. Right. Somebody be willing to fail in technology.

00:25:47 Josh Lowrey
Yeah.

00:25:48 Dave Bosco
To finish pumping a stage. And I, I think you're in any new industry. Empower is gonna go through these moments. Um, you're gonna have folks that don't care about maintaining the 00:26:00 equipment. They're trying to just get through, you know, this, this bump to go ahead and generate revenue.

00:26:06 Dave Bosco
But what we want to do is raise the bar in the industry so that it's a little bit tougher for our competitors to grab at it,

00:26:14 Josh Lowrey
get that

00:26:14 Dave Bosco
right. And I think that's where we need to see the market. It's going to happen. Uh, pretty quickly is my opinion. 'cause the criticality of this power, okay, the maturing of the market is gonna have to happen just like it's happened in oil and gas in every other market when it's a service market.

00:26:31 Josh Lowrey
Okay?

00:26:31 Dave Bosco
Because we have not built the combined cycle of power plants like we're building today. I mean, the last, you know, the, the, it's phenomenal the amount of turbines that are going into the market, large and small reup engines, and there's, there's definitely some folks, I would say there's some opportunistic, you know.

00:26:48 Dave Bosco
Assets being bought and people going, Hey, look, we can kind of figure this out. All right. Well, there's a lot that goes into delivering that experience, not only in oil and gas application. Data center application is another 00:27:00 level. I mean, five nines, you know? Yeah. You were talking about

00:27:03 Josh Lowrey
no errors.

00:27:03 Dave Bosco
The margin for error is so, it's thin.

00:27:06 Dave Bosco
It's so thin, and you can't cowboy. Because it's safety's

00:27:10 Josh Lowrey
important. It's, I totally, well, you know, and I would imagine the contracts are pretty damning if that nine gets broken.

00:27:16 Dave Bosco
Oh, liquidated damages. Yeah. You get, you get crushed,

00:27:19 Josh Lowrey
you shut down someone's TikTok, you're in trouble.

00:27:21 Dave Bosco
Yeah. I mean, I, I, I make the joke like somebody's live streaming grandma's 85th birthday and you take down, you know, a Facebook Absolutely, you know, livestream, you know, you, you are going to absolutely get it in the market.

00:27:32 Josh Lowrey
Yes.

00:27:33 Dave Bosco
And so the, the, the need to focus on. How do you engineer and design this and set up your operations team for success so that they can, for lack of better term, be handed the keys and go and run the equipment and ensure that everything is gonna be managed properly in the background from an engineer standpoint?

00:27:54 Josh Lowrey
Let me ask you a question. You're, you're now calling on basically a new type of customer 00:28:00 versus what you've done for 20 years.

00:28:01 Dave Bosco
Yep.

00:28:02 Josh Lowrey
Oil, EM, p guys versus a hyperscaler.

00:28:05 Dave Bosco
Yep.

00:28:06 Josh Lowrey
What's the difference in the person you deal with? I mean, what are, how, what's it like switching, I don't wanna say switching industries.

00:28:12 Josh Lowrey
'cause you're still, you know, you understand what I'm saying?

00:28:13 Dave Bosco
Yeah, yeah. No, I mean, just kind of the end customer part of this. Right, right. 'cause it's still power, but

00:28:18 Josh Lowrey
yeah. You're still selling it. The same product, just different delivered.

00:28:21 Dave Bosco
Yeah. I think, uh, look, the, the data center space, they definitely, um, would connect to the grid if it was available.

00:28:31 Dave Bosco
I think, yeah, that's the first conversation that you have is like, look. If you could have the grid today, would you connect to it? Yes. And everybody's like thousand pounds. Makes perfect sense. But we're here, and this is what we want to talk about, is we want the experience like the grid. So if you think about oil and gas, electrification as a parallel, you've got operators that are in a remote place,

00:28:49 Josh Lowrey
just so everybody knows that's you're called behind the power or behind the grid.

00:28:52 Dave Bosco
Well, there it's a misnomer. Okay. So behind the meter in all fairness, implies that there is a meter that you are behind.

00:28:59 Josh Lowrey
Okay?

00:28:59 Dave Bosco
We are 00:29:00 island power. So, you know, there is no meter. There may be one in the future that you could parallel to be able to accept some, you know, electricity from the grid or sell that back to the grid.

00:29:10 Dave Bosco
But we are an island. Okay. Yeah. And that's, that's a, that's really, when you're talking to nuts and bolts, like behind the meter is used, uh, you know, is, is kind of an idea, but we're, we're island power

00:29:22 Josh Lowrey
because at first it was called mobile power.

00:29:24 Dave Bosco
Yes.

00:29:24 Josh Lowrey
But you're not moving.

00:29:25 Dave Bosco
No. And not, our assets are not all on wheels.

00:29:28 Dave Bosco
Very little are, are on wheels. Okay? So, and you know, we, we don't have to have things on wheels. It feels,

00:29:35 Josh Lowrey
I, I would imagine they don't want them on wheels.

00:29:37 Dave Bosco
Um,

00:29:37 Josh Lowrey
like, put it here and leave it here.

00:29:39 Dave Bosco
I, I would say there's a certain group of folks who've definitely set the expectation that they need to be on wheels, but there's different ways to approach a, a, a problem and come up with a solution.

00:29:49 Josh Lowrey
Okay.

00:29:50 Dave Bosco
And, you know, real estate space is precious if you have it on axles. Um. You don't have axles, you can actually have something that a mechanic can get it in and move around. 00:30:00 And, you know, most guys, you know, they're, they're working on changing oil or, you know, doing overheads on, on, uh, on engines, uh, you know, doing that while hanging outside of a piece of equipment that's four feet up in the air.

00:30:13 Dave Bosco
It's not the safest thing, and you also are gonna make mistakes if you do that. So if you've got a, a space that you can, you know, freely move around to go ahead and maintain this asset, it's a modular approach and I think that's the big difference is if there is no grid for the foreseeable future, and you are the island power provider, you want to have the assets that give you the best, you know, chance of success, to get the high reliability and availability that's expected.

00:30:38 Josh Lowrey
Okay. So, I mean, what I'm hearing then is the end user has high expectations.

00:30:45 Dave Bosco
They do. Yeah. So going back to the, yeah. Original question. End user has high expectations and transferring from oil and gas release, operating expenses are very, very important. LOE and the, the loss of power 00:31:00 with ESPs, electric compression, uh, central tank battery facilities that is collecting and, you know, draining the oil and gas.

00:31:08 Dave Bosco
From the formation, bringing it up to the surface, delivering it to the midstream, you know, piece of the business uptime is so important because they have a certain amount of capital that they've invested obviously, to go ahead and hit production rates. The production rates are, you know, based upon X amount of barrels coming to the surface, 24 7, 365.

00:31:30 Dave Bosco
So if you, if you have 85% reliability and availability in oil and gas application. You are not hitting your top line target, okay. From a revenue perspective, right? And you're gonna impact the bottom line. Because most ways that folks have approached this from a power as a service space is, hey, that's on location.

00:31:49 Dave Bosco
Yeah, we gotta send a guy to go and work on the generator, but it's not aligned. They're not getting up and earn their paycheck every single day. So taking that into the data center space where again, the 00:32:00 experience is what these folks are used to, but. They under you, you have those conversations and explain that there's maintenance's required.

00:32:07 Dave Bosco
How do you backstop that you end up picking technologies to allow you to oppor, you know, manage those opportunities, to maintain assets and keep 'em up and running

00:32:18 Josh Lowrey
Is the grid? 'cause we, we hear that the, the grid is gonna be a problem for a long time.

00:32:23 Dave Bosco
Oh yeah.

00:32:24 Josh Lowrey
Yeah. So I mean, this is, this, it bodes well for you, I would imagine.

00:32:28 Dave Bosco
Yeah. And this, this is not, this is not an insult to the utilities. Right. They are a very, very old,

00:32:36 Josh Lowrey
right. They're a utility business

00:32:37 Dave Bosco
that does not have change that happens because you build out infrastructure. Mm-hmm. And you can't go tomorrow and say, we're gonna put new technology in.

00:32:45 Josh Lowrey
Right.

00:32:45 Dave Bosco
Got right of ways.

00:32:47 Dave Bosco
It's a huge amount of capital that obviously goes into that. And I think outside a lot of moving

00:32:52 Josh Lowrey
parts.

00:32:52 Dave Bosco
A lot of moving parts, right? And out outside of the generation side of this business. The transmission distribution is the other challenge. 'cause 00:33:00 if you go and look at the way infrastructure is built today, it's not much different from the way it was built in the twenties.

00:33:05 Dave Bosco
Right. Transformers look, right. Really familiar. Um, you know, Thomas Edison came back and he's like, Hey, you guys have all these cool phones that you carry around and you can live stream. But like, why are you still? Yeah. Why does that look just like the way design,

00:33:18 Josh Lowrey
right?

00:33:19 Dave Bosco
Yeah. There's gotta be some type of change.

00:33:22 Dave Bosco
And so when our theme in rethinking the grid, um, that's, that's really the genesis of, you know, what we are trying to bring, again, experience. I'll use experience. 'cause that's, that's what it should be for a partner is it should be an experience. And we think there's a lot there. I'm, it's great to see how many people have gotten into this market and different ways of approaching it.

00:33:44 Dave Bosco
Our way is not for everybody and that's okay. Um, but we're, we're gonna have a different,

00:33:49 Josh Lowrey
when you say your way, what do you mean? Your way?

00:33:50 Dave Bosco
The, the, the pro power way and delivering power and experience. Yeah. I mean that's, that's really, I, I think what we are going to try and give

00:33:58 Josh Lowrey
Well, and you mentioned the, the 00:34:00 utility companies and like Ercot and is different than Florida Power and light, right?

00:34:05 Josh Lowrey
I mean, they're not, we're also not on a central national. Way of doing it.

00:34:10 Dave Bosco
Yeah. You got Ercot and then you've got the Eastern Grid and the Western. Right. Right. Under the Eastern grid and Western Grid. New

00:34:14 Josh Lowrey
Mexico's different than Texas.

00:34:16 Dave Bosco
Yep. And New Mexico Southwest Power Pool. Right. Touches New Mexico. Goes up to, uh, you know, Colorado goes up to Minnesota.

00:34:23 Dave Bosco
Right. And in Texas even, right, you've got the Ercot market, but on the fringe. Correct. You've got, you know, parts of the Eastern grid, parts of the Western grid. You've got, you know, co-ops that are throughout here as well. So, I mean, you know, perfect world, everything would be connected. We'd have the best infrastructure that exists, but we haven't had the luxury as a, as a country to go ahead and upgrade it because we're constantly, you know, creating new opportunities that require electrification.

00:34:52 Dave Bosco
And outside of data centers and oil and gas, what's happening in the manufacturing space? Josh? Automation.

00:34:57 Josh Lowrey
Yeah. Okay. Let's,

00:34:58 Dave Bosco
and automation 00:35:00 requires a ton of electricity because you've got robots and processes that are doing what humans used to do with putting things and stuff together. So this, this, this, um, you know, power growth, kind of to your point, does Grid ever get healed?

00:35:14 Dave Bosco
Right. I think at some point it's got to, right?

00:35:18 Josh Lowrey
Oh boy. Long term. That's a big question. And it's long.

00:35:20 Dave Bosco
Yeah. Long term. There's, there's a lot that is, is gonna have to, you know, come to fruition.

00:35:25 Josh Lowrey
There's more people. Yes. There's more demand. There's more. Yes. You know, there's, everybody has a phone. There's more ai.

00:35:31 Josh Lowrey
Yep. There's less, there's less of other, uh, water, for instance. I mean, less access to this. People are getting ob, stingy is not the right word. Just more protective.

00:35:39 Dave Bosco
Yeah.

00:35:40 Josh Lowrey
Of the things that are necessary for, to keep all these things and build all things, and it's, it's gonna be more difficult. What I'm hearing is that island power might be a large part of how companies generate or people generate power going forward.

00:35:54 Dave Bosco
Yeah. You think about, I mean, ly interestingly, the way that, that the grid originally was set up, it wasn't all 00:36:00 interconnected. Yeah. Everybody had their little islands served. Did,

00:36:03 Josh Lowrey
did, did this even exist 10 years ago? Island power?

00:36:05 Dave Bosco
Oh yeah.

00:36:06 Josh Lowrey
Like to this kind of level? Not this level though.

00:36:08 Dave Bosco
No, not, not to this level.

00:36:10 Dave Bosco
I mean, it's the,

00:36:12 Josh Lowrey
but when, when we say that, do you mean for utilities or,

00:36:16 Dave Bosco
well, for, for end customers it was always, they're trying to control their destiny. This is microgrids as a, a broad term.

00:36:25 Josh Lowrey
Yeah.

00:36:25 Dave Bosco
They've existed for a very long time. Okay. Right. And you kind of see around 2014, 2017 timeframe, a lot of the, um, you know, analysts as well as different, you know, government agencies started talking about microgrids, proliferating at a fast rate because we've got agent infrastructure because more, you know.

00:36:45 Dave Bosco
Population growth, right? Manufacturing, everything needs, needs, fuel, and the fuel in this case is electrons. And so because of that, there was early on a lot of thought leadership around microgrids kind of, you know, being 00:37:00 developed. And they started out obviously really, really small, right? But you go into some oil and gas applications.

00:37:06 Dave Bosco
Um, Travis was talking with a partner of ours yesterday and they shared 50 megawatts for micro grid. It's pretty big in oil and gas application. And that can very easily scale, you know, into much greater power than that, right? Because now that you've got the infrastructure and the microgrid built out, you no longer have to rely on equipment following around all of the drill brakes, e frack equipment, other, you know, services that are provided inside of that field.

00:37:36 Dave Bosco
So oil and gas actually, I would say is the og. And, you know, creating, creating microgrids. Yeah. And controlling their destiny. And that's super cool.

00:37:44 Josh Lowrey
Well, you know, listen, I, is there anything that I have forgotten to ask you that, that people need to know?

00:37:50 Dave Bosco
Yeah, I mean like, look, the, I think the 'cause we bounced around Josh, and this is kind of how I think you and my brain works, which is fast.

00:37:57 Dave Bosco
We're on a high frequency and

00:37:59 Josh Lowrey
I want people to know 00:38:00 everything they need to know though.

00:38:01 Dave Bosco
Yeah. Um, look, I think with. Be watching out. We've got some really cool things that we're doing in the market.

00:38:07 Josh Lowrey
Yeah.

00:38:08 Dave Bosco
Um, we can't serve it all. Right. But we want to deliver a very different experience and we've selected the partners that we have to align on the various technologies that we can integrate together to be able to really deliver tangible value.

00:38:22 Dave Bosco
And I think that's, that's what's different is we're not just slinging power. Yeah. And electrons. It's driving value for partners through electric electricity and, um, being that safeguard that they don't have to worry about how can they grow. Right. We got you covered.

00:38:41 Josh LowreyWell, you know, we could, I honestly, this is one of those things where you interview certain people and products and you're just like, there's no way you guys don't just.

00:38:52 Josh Lowrey
Go to the top. And I, and I'm not, I'm not trying to fluff here. I'm just thinking to myself, if I always, there's a thing where like if you could buy stock in

00:39:00 Dave Bosco
I would buy the stock in Dave Bosco. And I mean that, I

00:39:03 Dave Bosco
appreciate that

00:39:04 Josh Lowrey
judge. It's just, it's because, well, I mean, look, you can mine the, the, the history of how you came to the, how you're, where you are.

00:39:11 Josh Lowrey
You have the intelligence, you have the idea, you have a market, and then all of a sudden, like, I feel like you like doing this.

00:39:15 Dave Bosco
Oh, I, I got to, yeah, I got. Look, my family is what gets me outta bed. Yeah. But I absolutely love business.

00:39:23 Josh Lowrey
Is this your

00:39:24 Dave Bosco
hobby? It's in, it's in my, it's in my blood. Like, I mean, being able, my grandfather, he was an entrepreneur.

00:39:28 Josh Lowrey
Yeah.

00:39:29 Dave Bosco
And, uh, started up and, you know, was successful and unsuccessful in businesses. Right. But it's kind of like that fail forward mentality. And I got the itch really, really early on. Did you? Oh yeah. I mean, I used to play office for lack of a better term as a kid. Right. And you go into, you know, family office and you've got.

00:39:47 Dave Bosco
You know, PBX phones and you know, computers and they're all, you know, dot matrix printers and stuff like that. And you're

00:39:53 Josh Lowrey
cranking out

00:39:54 Dave Bosco
playing office as a kid, right? Yeah. And you know, business is fun. And for me, like if I'm not 00:40:00 having fun, then I shouldn't be doing it. Yeah. And it should be enjoyable. It's.

00:40:04 Dave Bosco
Any business can be stressful, right? But there's good stress in a high growth environment and having a huge amount of success that is in front of you as a business versus the stress of going, how are we gonna make payroll? Right?

00:40:18 Josh Lowrey
You know, I will tell, I always tell people that some of our marketing clients, it's like, you know, people wanna buy from people, products and service, et cetera, but like really, they're, who's gonna pick up the phone at 3:00 AM.

00:40:31 Josh Lowrey
And there's a real problem and help me find the solution. Right. And I feel like Dave Bosco iss the guy that's picking up the phone at 3:00 AM to help get the solution going.

00:40:40 Dave Bosco
Yeah, I'm, I'm kind of broken. I go to bed, you know, between one and three just on the night. So

00:40:45 Josh Lowrey
that may be the right time to call you.

00:40:46 Dave Bosco
It definitely is.

00:40:47 Josh Lowrey
Well, well listen, uh, how do people get ahold and learn more about you guys?

00:40:51 Dave Bosco
Yeah. P-P-R-O-P-W r.com.

00:40:53 Josh Lowrey
PRO

00:40:55 Dave Bosco
pw r

00:40:55 Josh Lowrey
pwr.com.

00:40:56 Dave Bosco
Yeah.

00:40:57 Josh Lowrey
Dave Bosco, the man of man of the 00:41:00 people.

00:41:01 Dave Bosco
Yeah, I mean, listen, I, I appreciate Josh, but, um, it's, uh, it's, you got good

00:41:05 Josh Lowrey
team over there too, by the way.

00:41:06 Dave Bosco
Yeah. I mean, like, look, that, that's the whole thing is we are building a phenomenal team from the operations side, engineering side of the business, uh, giving folks opportunity.

00:41:16 Dave Bosco
This was one of the cool things too, was coming to a company where it is completions focused business and there's not that upward mobility into a new industry.

00:41:24 Josh Lowrey
Mm-hmm.

00:41:24 Dave Bosco
Right. And us being able to give folks the opportunity to go from the completion space. Into power, and especially in an area like Midland, you know Texas, right?

00:41:34 Dave Bosco
Mm-hmm. Where oil and gas is the industry and everything is built around supporting that. Well, now we're giving folks with this platform and the success of, you know, Sam Sledge and the rest of the management leadership team at Petro, what they've created to be able to springboard into this new age and be able to give folks the opportunity to train and, uh.

00:41:55 Dave Bosco
Participate. And that's, that's super cool. 'cause again, this does not 00:42:00 happen right? Without people.

00:42:01 Josh Lowrey
Man, I'm so glad you brought up Sam's name. I, I didn't know to bring him up or not on this thing. Of

00:42:06 Dave Bosco
course he's

00:42:06 Josh Lowrey
stuck, dude. He is such a stu,

00:42:08 Dave Bosco
him and she like, look, Sam, he's Shelby. He's such a

00:42:10 Josh Lowrey
great guy.

00:42:11 Dave Bosco
I, I recent our, our new CFO Caleb, right?

00:42:14 Dave Bosco
Um, I mean these, these are high

00:42:17 Josh Lowrey
caliber

00:42:18 Dave Bosco
people. When I, when I, and I use, I use euphemisms and sayings, right? When I talk about like. Gentleman with a very special, certain set of skills like the, the, the culmination of that in the organization is so much fun and making decisions quickly. Moving quickly in markets like this where you can't take two or three years Yeah.

00:42:36 Dave Bosco
To decide, Hey, what are we gonna do next? You've got to be able to come together, have a solid business plan, as well as solid support mm-hmm. To be able to execute. And that's what I think the platform and Pro Petro provided for us to launch Pro Power so quickly.

00:42:50 Josh Lowrey
Well, I, I really hope that people listen to this podcast and they pick up the theme from start to finish is, and you just we're wrapping it up on that point, but it's, it's a people game.

00:42:58 Dave Bosco
It's,

00:42:58 Josh Lowrey
and it's high, high 00:43:00 caliber.

00:43:00 Dave Bosco
Yes.

00:43:00 Josh Lowrey
And Dave Bosco, I appreciate you coming on the Energy Pipeline Podcast. Appreciate sponsored by Caterpillar.

00:43:06 Dave Bosco
Heck yeah. Well.

00:43:07 Josh Lowrey
R in there. Yes, not cat. Caterpillar. Caterpillar. Yes,

00:43:09 Dave Bosco
caterpillar.

00:43:10 Josh Lowrey
Thank you very much for listening to the Energy Pipeline Podcast. If you have any questions, look up Dave Bosco online or check out our social media through Instagram and look@thecatcaterpillar.com slash oil and gas.

00:43:21 Josh Lowrey
Have a great day. Thank you, Dave.

00:43:22 Dave Bosco
Thanks Josh. See

00:43:23 Josh Lowrey
you,

00:43:23 Dave Bosco
brother. Appreciate popping.