American industry is being rebuilt. This is the record of who is doing it.
A second industrial age is under way, on the pad, in the shop, along the pipeline, and in the plants coming back to American soil. The Industrial Capitalist is a journal, a podcast, and a private assembly for the builders leading it. We begin with energy, the industry that powers all the others.
The country is building again. New plants, new pipelines, new yards, new crews, and a generation of owners putting their names on the loan documents to make it happen. It has been chronicled by outsiders for too long. We start in the oil patch, where the rebuilding began and where it runs on relationships, patience, and physical courage. What we build for these people becomes the template for every industry that follows.
One email a week. Worth the minute.
What moved on the pad, who we spoke to, and the number that mattered. No advertising, ever.
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The Record
Long-form conversations with the people rebuilding American industry, on the record. Each season goes deep on one industry.
The first conversations are being recorded now. The episode list will appear here.
The words of the trade, in plain language.
Explainers for the pad, the shop floor, the job site, and the bank. Written by people who use them.
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What does a wireline company do?
Wireline companies run tools into a well on a cable to log, perforate, set plugs, and retrieve equipment. What the work is, what the equipment costs to run, and why the business is built on crews.
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What is hot shot trucking in the oilfield?
Hot shot trucking moves urgent, smaller loads to the pad on a heavy pickup and gooseneck trailer. How it works, why it exists, and what the economics look like for an owner-operator.
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What is a well pad?
A well pad is the cleared, engineered site where one or more wells are drilled, completed, and produced. What sits on a pad, who works there, and why ‘from the pad’ means what it does.
The Assembly
Salon dinners
Once a quarter, by invitation only. Twelve seats, each hand-selected from the thought leaders across the pad: one anchor operator and eleven rising builders. The guest list is never published.
The tableThe Summit
An off-the-record annual gathering of American energy’s builders and the capital behind them.
The gathering
An institution built to endure,
and to grow.
Membership is by invitation.
We admit the people rebuilding American industry, beginning with energy. As new desks open, the room grows. The standard does not.
Request an introduction