by Kimmeridge
Barrels to Bytes, a new podcast exploring the physical and economic realities of energy — from the molecules pulled from the earth to the digital infrastructure they ultimately power. Our goal is to better understand the complex systems that drive energy markets and the capital that funds them. Hosted by Ben Dell, Lloyd Byrne, and John Ordway, the series brings together perspectives from private equity, the sell side, and the buy side to debate the forces shaping energy markets today.
Language
🇺🇲
Publishing Since
5/7/2026
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June 17, 2026
<p>For Episode 3 of Barrels to Bytes, Ben Dell, Lloyd Byrne, and John Ordway are joined by Dwight Anderson, Founder and Managing Partner of Ospraie Management.</p><p>The series brings together perspectives from private equity, the sell side, and the buy side to debate the forces shaping energy and commodity markets today.</p><p>This episode covers everything from: what long-duration capital can do that short-term, catalyst-driven money can't; why the disconnect between commodity fundamentals and equity valuations keeps widening; whether the US should be mothballing refineries and stockpiling critical minerals as strategic insurance; how drone warfare is reshaping rare-earth demand and exposing America's downstream gap; and which three figures from history Dwight would want at his dinner table!</p>
May 12, 2026
<p>For Episode 2 of Barrels to Bytes, Ben Dell, Lloyd Byrne, and John Ordway are joined by Doug Lawler, President and CEO of Continental Resources.</p><p>The series brings together perspectives from private equity, the sell side, and the buy side to debate the forces shaping energy markets today.</p><p>This episode covers everything from: What private ownership changes about risk tolerance, capital planning and time horizons; why the gas market rewards producers tied directly to an end user; whether long-term supply deserves more attention than it gets; and what really happens over the Thanksgiving holiday! </p><p><br></p>
May 7, 2026
<p>We’re excited to launch Barrels to Bytes, a new podcast exploring the physical and economic realities of energy — from the molecules pulled from the earth to the digital infrastructure they ultimately power. Our goal is to better understand the complex systems that drive energy markets and the capital that funds them.</p><p>Hosted by Ben Dell, Lloyd Byrne, and John Ordway, the series brings together perspectives from private equity, the sell side, and the buy side to debate the forces shaping energy markets today.</p><p>For our first episode, we’re joined by Mike Wichterich, Chairman and Interim CEO of Expand Energy for a candid conversation on knowing where you are in the cycle, using volatility to your advantage, board composition, and the future of natural gas and LNG.</p><p>This episode was filmed prior to the current conflict involving Iran.</p>
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Barrels to Bytes, a new podcast exploring the physical and economic realities of energy — from the molecules pulled from the earth to the digital infrastructure they ultimately power. Our goal is to better understand the complex systems that drive energy markets and the capital that funds them.
Hosted by Ben Dell, Lloyd Byrne, and John Ordway, the series brings together perspectives from private equity, the sell side, and the buy side to debate the forces shaping energy markets today.
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