Baker Hughes is still best known as an oilfield services company, but that’s no longer all it is. Alix Steel sits down with Lorenzo Simonelli, Chairman and CEO of Baker Hughes, to talk about the company’s shift into an industrial energy solutions provider. They cover why natural gas is a destination fuel, not a transition fuel; how AI data centers are driving power off the grid faster than expected; where hydrogen and geothermal fit; and what Wall Street still misunderstands about the company.

U.S. electricity demand has been flat for decades. Now it is climbing faster than the grid can keep up. Alix Steel sits down with James P. Danly, Deputy Secretary of the U.S. Department of Energy and former Chairman of FERC, to talk about what it will take to get new supply online. They cover permitting, the interconnection queue, how DOE thinks about financing, the workforce gap, and why Danly believes this time the nuclear renaissance is real.

Welcome to the Energy Pathways Podcast brought to you by DrivePath Advisors. Energy Pathways is a video conversation series with leaders shaping the future of energy. Hosted by DrivePath Principal and former Bloomberg anchor, Alix Steel, each episode is a candid discussion with a C-suite executive, policymaker, or investor exploring the ideas, policies, technologies, and financing driving where energy goes next. New episodes are available every other Thursday.

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