In short: The company he co-founded with Joel MacLeod and ran until ~2020 — built by rolling up distressed gas processing, pipelines, rail and storage into a vertical chain ("two PhDs worth of energy", ~30 transactions). Biographical reference; he left six-plus years ago and offers no view on the business today.
18:08I can help you kind of get it going. You can help me especially on the natural gas side. And so we started Tidewater Midstream and off to the races we went. — So the idea was it was a midstream business with the processing of natural gas to high value propanes and butanes and whatnot. — I'd say that at its basic the most obvious principle was, how do we get into a place where we can convert cheap gas into liquids? So where do we find distressed gas? Where do we find new markets? Joel's team that he had
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