Podcast: Houston energy tech leader on breaking down industry silos, sustainable digitization

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Ken Nguyen, principal technical program manager at bp, joins the Houston Innovators Podcast to discuss the company's new partnership with NASA. Photo courtesy of bp

Ken Nguyen oversees the implementation of new technologies at bp, which has its United States headquarters in Houston, and that includes software and hardtech, from cybersecurity to the digitization of the industry, which is an integral part of bp's energy transition plan.

"For bp, we do feel like as we transition as an international oil and gas company into an integrated energy company and we lean into the energy transition, the adoption of new technology is a critical part of making that viable for the planet and for the company," he says on the Houston Innovators Podcast.

According to Nguyen, principal technical program manager at bp, the company has invested its resources into exploring energy transition technologies like electric vehicle charging — including opening a fast-charging station at its Houston office — and renewable energy, including a solar farm about 10 miles northeast of Corpus Christi.

Another technology bp is keen on is digital twin technology, which can be crucial for enhancing safety for bp personnel and reducing emissions.

Nguyen says digital twin technology "allows us to be able to design and mirror scenarios with real-time variables, such as weather, off-take demands, and volatility."

Recently, in order to explore innovation within these technology verticals, bp and NASA entered into a Space Act Agreement with NASA.

"Houston has always been known as the Space City, and we're also known as the Energy Capital of the World, but there hasn't always been collaboration," Nguyen says. "The challenges that NASA is facing is very similar to the challenges that the oil industry faces — we operate in very harsh environments, safety is the most critical aspect of our operation, and now the economic business model for NASA has changed."

Nguyen explains that while both bp and NASA are navigating similar challenges and changes within their industry, they are going about it in different ways. That's where the opportunity to collaborate comes in.

The partnership, which is still new and not fully fleshed out, will look at collaborative innovation into a few focus areas to start out with, including hydrogen storage and development, AI and general intelligence, robotics, and remote operations

"Houston continues to excel — in energy production and in space exploration — but by coming together," Nguyen says, "and for us to be able to tap into (NASA's) knowledge is tremendous. And we, within oil and gas, have a unique set of skills to blend into that with the hopes being that the city becomes this incubator for technology. The potential is there."

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Wogbe Ofori, founder and chief strategist of WRX Companies, joins the Houston Innovators Podcast to discuss hardtech and Houston as an energy transition city. Photo via LinkedIn

Energy transition in Houston is going to 'take time and be hard'

Q&A

The energy transition has momentum, according to Wogbe Ofori. But there's still a ways to go.

Ofori, the founder and chief strategist of WRX Companies, is an adviser to Nauticus Robotics and strategist to Intuitive Machines and Jacobs, he's also served as a mentor across the local innovation community. He's narrowed in on hardtech and has has gotten a front-row seat to observing what's happening in Houston amid the energy transition, as he explains on this week's episode of the Houston Innovators Podcast.

Listen to the episode and read an excerpt below.

EnergyCapital: Looking back on some of the recent trends of the energy transition, what have you observed?

Wogbe Ofori: The energy transition has been something that — through the last hype cycle that started in the second half of 2020 and lasted until the first quarter of 2022 — was part of that momentum along with Web3. Now, the energy transition is continued as Web3 has fallen off a cliff and now been replaced by AI, but the energy transition is continued. Where I think moving into the next major stage where now it’s time for them to actually be proven out. And these things are hard and take time to be proven out and these technologies to mature. Then for the products and services that are derived from them, to really find the right place within the market and the right use cases. The idea that there is some sort of silver bullet — whether it be hydrogen or something else — that's going to solve the problem for all use cases is completely unrealistic. The issue is that a lot of folks especially the big energy players — the O&G majors here — they know that.

EC: So, what does this next stage look like?

WO: Now we're moving into what I think is a really interesting period where it's going to be, “well do we really have the legs for this race?” Because we sprinted, and everybody got really excited. Now you starting to hear, “well you know some investors are a little worried that cleantech 2.0 might suffer some of the same fate as cleantech 1.0.” How do we avoid that? Will investors have the patience to continue to make investments into energy transition plays for the longer term, because we’re going to need that to make these transitions. It's not going to happen overnight.

EC: Where does Houston come in on all this?

WO: Well the other big question that’s being asked around is, “Can Houston actually lead this?” It's difficult for an incumbent to disrupt itself. We’ve been positioning ourselves as moving from the energy capital of the world to the energy transition capital. I'm all for it, and I'm 100 percent behind it. Now we are just at the place where we're really going to start to see the difference between those who were caught up in the excitement of the energy transition, and those who really have the faith to see this thing through. The ones who do have the faith to see this through are going to create some fantastic companies that are going to create real value and that will materially change the way we live. But it’s going to take time and be hard.

Square Robot's Houston office has the ability to showcase the technology to its potential customers. Photo courtesy of Square Robot

Boston-based tech company grows Houston team to deliver robotics to energy industry

do the robot

The robots are coming. Although the rise of Chat GPT has frightened plenty of professionals, we’re not on the precipice of the singularity just yet. And some of Houston’s coolest robots are contained in above-ground tanks, simply doing jobs that are too expensive and difficult for humans. The mechanical helpers in question come courtesy of Square Robot.

Square Robot co-founder and chief technology officer Jerome Vaganay started the company in 2016 in Boston. The company opened its Houston office in August of 2019.

“A lot of our partners and client base is out of here,” says director of operations, Matt Crist.

Karishma Prasad, director of technical operations, who joined the team in Houston earlier this year, adds “It’s a great centralized place for us. Houston is a great hub both nationally and internationally. There is so much energy transition innovation happening here.”

Square Robot is indeed a robotics company, but it trades in a very specific type of robot. The SR-1 is an innovative tank inspector.

“Since the ‘60s there’s been a traditional way of going into a tank. People would go inside and clean it with a variety of products," Crist explains. "Once it was clean, they would come in and inspect it repair it and that could take months.”

In fact, it could often cause a 15 or 16-week outage, he says.

Square Robot’s brainstorm was to take the human element out of the process. In other words, robots can do the job more safely, efficiently and quickly than a human ever could by collecting 18,000 data points per square foot, while allowing the product — most often diesel — to stay in the tank.

Square Robot saves those vast weeks of time, but perhaps even more importantly, says Prasad, “We’re avoiding emissions being released into the atmosphere.”

With its key location in Houston, Square Robot has worked with most of the major names in the energy world, including ExxonMobil, Chevron, BP, and Crist’s former employer, Phillips 66.

The latest robot is the SR-3, which is currently being tested in Houston. Curious webwatchers can see its progress on Square Robot’s website. Unlike the flagship SR-1, the new robot boasts a side launcher that allows it to be completely immersed in a tank before being launched.

But perhaps the most exciting thing about Square Robot’s 15-human Houston office is its test tank. There, potential partners can see exactly what the company’s ingenious creation can do. Square Robot will participate in ILTA, the International Operating Conference & Trade Show, which takes place from May 21-24. On the 24th, the company will host an open house from noon to 3 p.m. to allow potential users to see the SR-3 in action in the 42-foot-long test tank.

Square Robot will complete its hundredth tank inspection in May. It is also growing beyond the oil and gas world to include work with the power industry and was recently selected as a finalist in the Incubatenergy Lab Start Up program. This is one robot that we will happily allow to take over formerly all-too-human responsibilities.

Square Robot has a team of 15 in Houston. Photo courtesy of Square Robot

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This article originally ran on InnovationMap.

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Mars Materials makes breakthrough in clean carbon fiber production

Future of Fiber

Houston-based Mars Materials has made a breakthrough in turning stored carbon dioxide into everyday products.

In partnership with the Textile Innovation Engine of North Carolina and North Carolina State University, Mars Materials turned its CO2-derived product into a high-quality raw material for producing carbon fiber, according to a news release. According to the company, the product works "exactly like" the traditional chemical used to create carbon fiber that is derived from oil and coal.

Testing showed the end product met the high standards required for high-performance carbon fiber. Carbon fiber finds its way into aircraft, missile components, drones, racecars, golf clubs, snowboards, bridges, X-ray equipment, prosthetics, wind turbine blades and more.

The successful test “keeps a promise we made to our investors and the industry,” Aaron Fitzgerald, co-founder and CEO of Mars Materials, said in the release. “We proved we can make carbon fiber from the air without losing any quality.”

“Just as we did with our water-soluble polymers, getting it right on the first try allows us to move faster,” Fitzgerald adds. “We can now focus on scaling up production to accelerate bringing manufacturing of this critical material back to the U.S.”

Mars Materials, founded in 2019, converts captured carbon into resources, such as carbon fiber and wastewater treatment chemicals. Investors include Untapped Capital, Prithvi Ventures, Climate Capital Collective, Overlap Holdings, BlackTech Capital, Jonathan Azoff, Nate Salpeter and Brian Andrés Helmick.

Tesla no longer world's biggest EV maker as sales drop for second year

EV Update

Tesla lost its crown as the world’s bestselling electric vehicle maker as a customer revolt over Elon Musk’s right-wing politics, expiring U.S. tax breaks for buyers and stiff overseas competition pushed sales down for a second year in a row.

Tesla said that it delivered 1.64 million vehicles in 2025, down 9% from a year earlier.

Chinese rival BYD, which sold 2.26 million vehicles last year, is now the biggest EV maker.

It's a stunning reversal for a car company whose rise once seemed unstoppable as it overtook traditional automakers with far more resources and helped make Musk the world's richest man. The sales drop came despite President Donald Trump's marketing effort early last year when he called a press conference to praise Musk as a “patriot” in front of Teslas lined up on the White House driveway, then announced he would be buying one, bucking presidential precedent to not endorse private company products.

For the fourth quarter, Tesla sales totaled 418,227, falling short of even the much reduced 440,000 target that analysts recently polled by FactSet had expected. Sales were hit hard by the expiration of a $7,500 tax credit for electric vehicle purchases that was phased out by the Trump administration at the end of September.

Tesla stock fell 2.6% to $438.07 on Friday.

Even with multiple issues buffeting the company, investors are betting that Tesla CEO Musk can deliver on his ambitions to make Tesla a leader in robotaxi services and get consumers to embrace humanoid robots that can perform basic tasks in homes and offices. Reflecting that optimism, the stock finished 2025 with a gain of approximately 11%.

The latest quarter was the first with sales of stripped-down versions of the Model Y and Model 3 that Musk unveiled in early October as part of an effort to revive sales. The new Model Y costs just under $40,000 while customers can buy the cheaper Model 3 for under $37,000. Those versions are expected to help Tesla compete with Chinese models in Europe and Asia.

For fourth-quarter earnings coming out in late January, analysts are expecting the company to post a 3% drop in sales and a nearly 40% drop in earnings per share, according to FactSet. Analysts expect the downward trend in sales and profits to eventually reverse itself as 2026 rolls along.

Musk said earlier last year that a “major rebound” in sales was underway, but investors were unruffled when that didn't pan out, choosing instead to focus on Musk's pivot to different parts of business. He has has been saying the future of the company lies with its driverless robotaxis service, its energy storage business and building robots for the home and factory — and much less with car sales.

Tesla started rolling out its robotaxi service in Austin in June, first with safety monitors in the cars to take over in case of trouble, then testing without them. The company hopes to roll out the service in several cities this year.

To do that successfully, it needs to take on rival Waymo, which has been operating autonomous taxis for years and has far more customers. It also will also have to contend with regulatory challenges. The company is under several federal safety investigations and other probes. In California, Tesla is at risk of temporarily losing its license to sell cars in the state after a judge there ruled it had misled customers about their safety.

“Regulatory is going to be a big issue,” said Wedbush Securities analyst Dan Ives, a well-known bull on the stock. “We're dealing with people's lives.”

Still, Ives said he expects Tesla's autonomous offerings will soon overcome any setbacks.

Musk has said he hopes software updates to his cars will enable hundreds of thousands of Tesla vehicles to operate autonomously with zero human intervention by the end of this year. The company is also planning to begin production of its AI-powered Cybercab with no steering wheel or pedals in 2026.

To keep Musk focused on the company, Tesla’s directors awarded Musk a potentially enormous new pay package that shareholders backed at the annual meeting in November.

Musk scored another huge windfall two weeks ago when the Delaware Supreme Court reversed a decision that deprived him of a $55 billion pay package that Tesla doled out in 2018.

Musk could become the world's first trillionaire later this year when he sells shares of his rocket company SpaceX to the public for the first time in what analysts expect would be a blockbuster initial public offering.

Renewables to play greater role in powering data centers, JLL says

Data analysis

Renewable energy is evolving as the primary energy source for large data centers, according to a new report.

The 2026 Global Data Center Outlook from commercial real estate services giant JLL points out that the pivot toward big data centers being powered by renewable energy stems from rising electricity costs and tightening carbon reduction requirements. In the data center sector, renewable energy, such as solar and wind power, is expected to outcompete fossil fuels on cost, the report says.

The JLL forecast carries implications for the Houston area’s tech and renewable energy sectors.

As of December, Texas was home to 413 data centers, second only to Virginia at 665, according to Visual Capitalist. Dozens more data centers are in the pipeline, with many of the new facilities slated for the Houston, Austin, Dallas-Fort Worth and San Antonio areas.

Amid Texas’ data center boom, several Houston companies are making inroads in the renewable energy market for data centers. For example, Houston-based low-carbon energy supplier ENGIE North America agreed last May to supply up to 300 megawatts of wind power for a Cipher Mining data center in West Texas.

The JLL report says power, not location or cost, will become the primary factor in selecting sites for data centers due to multi-year waits for grid connections.

“Energy infrastructure has emerged as the critical bottleneck constraining expansion [of data centers],” the report says. “Grid limitations now threaten to curtail growth trajectories, making behind-the-meter generation and integrated battery storage solutions essential pathways for sustainable scaling.”

Behind-the-meter generation refers to onsite energy systems such as microgrids, solar panels and solar battery storage. The report predicts global solar capacity will expand by roughly 100 gigawatts between 2026 and 2030 to more than 10,000 gigawatts.

“Solar will account for nearly half of global renewable energy capacity in 2026, and despite its intermittent properties, solar will remain a key source of sustainable energy for the data center sector for years to come,” the report says.

Thanks to cost and sustainability benefits, solar-plus-storage will become a key element of energy strategies for data centers by 2030, according to the report.

“While some of this energy harvesting will be colocated with data center facilities, much of the energy infrastructure will be installed offsite,” the report says.

Other findings of the report include:

AI could represent half of data center workloads by 2030, up from a quarter in 2025.
The current five-year “supercycle” of data center infrastructure development may result in global investments of up to $3 trillion by 2030.
Nearly 100 gigawatts worth of new data centers will be added between 2026 and 2030, doubling global capacity.

“We’re witnessing the most significant transformation in data center infrastructure since the original cloud migration,” says Matt Landek, who leads JLL’s data center division. “The sheer scale of demand is extraordinary.”

Hyperscalers, which operate massive data centers, are allocating $1 trillion for data center spending between 2024 and 2026, Landek notes, “while supply constraints and four-year grid connection delays are creating a perfect storm that’s fundamentally reshaping how we approach development, energy sourcing, and market strategy.”

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