Breaker19 is an Uber-like truck booking platform founded by two Houstonians. Photo by Marcin Jozwiak/Pexels

In a world where ”the customer is always right," two Houston founders have followed that rule right to their next venture.

Breaker19 — a groundbreaking mobile application built in late 2023 to be an efficient oilfield trucking and hotshot marketplace — was co-founded by Rodney Giles and Tyler Cherry. The native Houstonians also co-founded BidOut, a leading Oil & Gas procurement platform in 2021.

“About a year ago, one of our BidOut clients, a large operator, came to us and basically said that the biggest problem they have in the oil field is ordering trucks,” remembers Giles. “From there, they asked would we be willing to build something similar to Uber, but for oilfield logistics and trucking? So, we built Breaker19.”

After their customer presented a challenge, Giles and Cherry got to work. They envisioned the technical architecture almost immediately and assembled a team of software engineers to build an in-house application in less than a year.

“We launched Breaker19 in November 2023, and my goodness, it has taken off like crazy,” says Giles. “It is growing incredibly fast. We’re doing hundreds of truckloads a day now, all throughout West Texas, South Texas, North Dakota, really all over the U.S.”

Now, armed with such large publicly traded companies as British Petroleum, Breakout19 has a network of more than 1,500 trucks similar to transportation companies like Uber, where drivers make themselves available to be dispatched according to their health, safety and environmental requirements.

Breaker19 is doing so well, in fact, that it’s sped past Giles and Cherry’s original collaboration, BidOut.

“Breaker 19's probably, you know, growing ten times of where BidOut even was in its early days,” says Giles. “So, we'll always explore options that make sense for our shareholders. Fortunately, my co-founder and I have previous companies that we built and sold and have experience in scaling and have experiences in multiple departments, whether it be finance or sales or marketing or operations.

“So, currently, we do operate BidOut and Breaker19 separately, but they are, you know, through common operating structures. And, you know, we're able to maintain the scale and maintain the growth right now. And right now, the company is doing great financially and has cash flow positives. So, for us, you know, our goal is just to continue. I feel like we've kind of solved an archaic problem and did it in a really simple way, and it's working out pretty well.”

And it all started with a simple question from a customer — "Hey, can you guys come up with something like this?"

“It all came together just by listening to our customer’s needs,” says Giles. “And we always try to go into our clients and help them with a lot of what they do. But we always want to know about what their other pain points are. You know, there's still people, you know, that are operating with very archaic processes, very, you know, manual back-office processes. And our job is to speed them up with software. And so Breaker19 was able to do that.”

Practically speaking, Breaker19 is more than a software solution. It also closes the gap between qualified drivers and end clients by vetting participants for the platform in an efficient and pragmatic fashion.

“We have a very rigorous vetting process for the drivers,” Giles explains. “I mean, that's really what makes the oil and gas trucking industry so unique. Insurance requirements have to be significantly higher than most carriers. They have to go through very well-funded safety trainings where they are familiar with the oil field. And then number three, these drivers have to have personal protective equipment. They have to have flame-retardant clothing, they have to have slo-mo boots and they have to have hard hats.”

Procedure is important, but professionalism is equally important to Breaker19.

“You know, we do not allow the carrier to show up on a customer's locations in shorts and flip-flops or Crocs and, you know, be protected,” says Giles. “And so, for what we're dealing with is very mission critical, but also very, you know, very high-risk.

“For example, we are checking insurance statuses four times a day. If a carrier were to cancel their insurance, we're aware of it immediately because we want to make sure that we always have active insurance in place. So, we have a process that these carriers go through. Again, we've got over 1,500 of them now that are well-vetted and well-qualified.”

As Breaker19 continues to scale, Giles and Cherry hope their burgeoning app becomes the go-to ordering platform for the entire oil and gas industry for all of their trucking, hot shot and transportation needs.

“We're bringing on some significant, large enterprise clients right now that make up 10% of the U.S. market share for each customer,” says Giles “So I think when we start to compound those, I think we easily see the trajectory there as really being something that's taking off pretty fast. So, I think at the end of the day, we just hope to keep delivering a great experience for our clients, make their ordering process easy.”

With both BidOut and Breaker19 doing great financially, proud Klein Oak High School alums Giles and Cherry have purchased a steer to support Texas youth and agricultural causes. Additionally, moving forward, the duo pledges to give away a full steer each month to a customer of their Breaker19 platform.

"We are passionate about giving back to our community and nurturing the next generation of leaders in Texas," says Cherry. "Having personally experienced the transformative impact of FFA, we saw this initiative as a meaningful way to both support local agriculture and provide our clients with a taste of authentic Texas beef.”

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This article originally ran on InnovationMap.

Two startups have recently announced support from Houston-based Chevron Technology Ventures. Photo via Getty Images

Chevron supports 2 carbon emissions tech startups

making moves

Chevron Technology Ventures has added two startups to its portfolio — one to its startup accelerator and one via an investment.

Delaware-based Compact Membrane Systems closed an oversubscribed series A funding round of $16.5 million led by Pangaea Ventures. CTV also contributed to the round, along with GC Ventures, Solvay Ventures, and Technip Energies.

CMS's technology is targeting carbon capture in traditionally hard-to-abate sectors, such as steel, cement, etc., which represent more than a tenth of worldwide emissions. The CMS platform, which operates in a 10,000-square-foot lab and manufacturing facility in Delaware, is a fully electrified and low-cost solution.

“We are delighted to have secured such a strong group of investors who share our vision for delivering a revolutionary carbon capture technology for industrial applications,” says Erica Nemser, CEO of Compact Membrane Systems, in a news release. “This oversubscribed funding round catalyzes our ability to deliver large projects. Deployment of our commercial systems by 2026 will have measurable environmental and economic benefits to our customers and society.”

It's the latest investment from CTV's $300 million Future Energy Fund II, which specifically "focuses on industrial decarbonization, emerging mobility, energy decentralization, and the growing circular economy," says Jim Gable, vice president of innovation at Chevron and president of CTV.

“The technology that CMS has developed has the potential to drive further efficiencies and cost reduction along the CCUS value chain, supporting decarbonization of hard-to-abate sectors and complementing our existing portfolio of investments in this space,” Gable says in the release.

The company is planning to use its new funding to further develop and commercialize its product by 2026.

Another startup has announced support from Chevron last month. Calgary, Alberta-based Arolytics Inc. announced last month that its been accepted into CTV's Catalyst Program. The company has an emissions software and data analytics platform for the oil and gas sector, and the program will help it further develop and deploy its technology.

"Being selected for the Catalyst Program is an amazing opportunity for Arolytics," says Liz O'Connell, CEO of Arolytics, in a news release. "The interest from Chevron demonstrates the oil and gas industry's desire to reduce emissions. It aligns closely with Arolytics' mission to build and execute efficient emissions management programs that enable industry to become leaders in emissions management."

Arolytics' technology, which includes AroViz, an emissions management software, and AroFEMP, an emissions forecasting model, targets methane emissions specifically, per the release.

Launched in 2017, the CTV Catalyst Program accelerates early-stage companies that are working on innovations within the energy industry. Arolytics will use the program to make key connections, identify important use cases, and expand into the U.S. Market.

Just what does 'energy transition' mean, anyway? Photo via Shutterstock

Defining ‘energy transition’ — and the semantics involved in it

Guest column

The term “energy transition” is fraught with misconceptions, but not just because of the varied interpretation of the term “transition.” The Energy101 series on EnergyCapitalHTX.com brings clarity to both terms with simple and direct information that anyone can understand. As explored in a previous conversation with ChatGPT, we are all part of the Energy Industry, so its high time we all understood it.

DEFINING TERMINOLOGY

Merriam-Webster defines transition as “a change or shift from one state, subject, place, etc. to another.” The popular interpretation of ‘energy transition’ implies a complete shift away from energy produced from fossil fuels to energy produced from renewable sources. This isn’t entirely accurate–let’s explore why.

“The challenge of our lifetime is addressing [the] dual challenge of meeting increased global energy demand while confronting global climate change” says Jane Stricker, executive director of the Houston Energy Transition Initiative and senior vice president, Greater Houston Partnership. This globally inclusive definition of ‘energy transition’ focuses on addressing objectives instead of proffering solutions–a common project management viewpoint through which opportunities are explored.

It's a simple, but effective, way to expand one’s line of thinking from acute problem solving to broader root-cause analysis. In other words, it is how we elevate from playing checkers to mastering chess.

DEFINING THE OPPORTUNITY

The United Nations tells us the world’s population reached 8 billion in late 2022, an increase of more than one billion people in just over a decade. During the same time frame, the number of people around the world without consistent access to electricity declined from approximately 1.2 billion to 775 million per the International Energy Agency (IEA) 2022 World Energy Outlook report. A commendable feat, no doubt, but the fact remains that about 10% of the world’s population still lives in energy poverty–and that number is increasing.

The first half of Stricker’s sentiment, the challenge of “meeting increased global energy demand” reflects these statistics, albeit almost poetically. To state the issue more plainly, one could ask, “how do we get more energy to more people?” Taking it one step further, we can split that inquiry into two basic questions: (1) how to get more energy, and (2) how to reach more people. This is where it gets interesting.

As explored in the inaugural Energy 101 article, energy is converted into usable form through one of three reactions. Mechanical and nuclear reactions that create electricity for immediate consumption are often deemed “cleaner” than those produced by chemical reaction, but the challenges of delivering more energy consistently and reaching more people are left shortchanged due to intermittent production and limited distribution mechanisms.

In recent history, this has left us to rely upon energy produced by chemical reactions from fossil fuels and/or batteries. Batteries have inherently been the more expensive option, mostly because of the limited supply of minerals necessary to effectively store and transport energy for later use in these contained systems. Hence, the heavy reliance on cheap fossil fuels.

REFINED CONSTRAINTS DEMAND NEW SOLUTIONS

With price as the determining factor influencing the modern world’s energy supply, oil and natural gas have scrambled to compete with coal, which is affordable and easily transportable. However, coal has one major drawback–using it accounts for approximately 20% of carbon emissions, more than oil and gas industrial use, combined, per calculations from the U.S. Energy Information Agency.

We have a duty to get more energy to more people, “while confronting global climate change,” as Stricker states. In the context of energy poverty, where more consistent access to more electricity needs to reach more people, energy needs not only be abundant, reliable, affordable, and accessible, but also, less toxic.

So far, we have yet to find a solution that meets all these conditions, so we have made trade-offs. The ‘energy transition’ merely reflects the energy industry’s latest acceptance of the next hurdle to enhance our lives on earth. As depicted by the image from the IEA below, it most certainly reflects a reduction in the reliance on coal for electricity production, but how that energy reduction will be off set remains yet to be determined.

It's an opportunity ripe for exploration while existing sources push to meet the expanding definition of sustainable energy–a shift in evaluation criteria, some might say. Perhaps even a transition.

Stacked chart showing demand of natural gas, coal, and oil from 1900 to 2050 (estimated)Demand for natural gas and oil are expected to level out, as demand for coal shrinks to meet goals for lower carbon emissions. Photo courtesy of IEA, license CC by 4.0Demand for natural gas and oil are expected to level out, as demand for coal shrinks to meet goals for lower carbon emissions. Photo courtesy of IEA, license CC by 4.0


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Lindsey Ferrell is a contributing writer to EnergyCapitalHTX and founder of Guerrella & Co.

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ERCOT steps up grid innovation efforts to support growing power demand

grid boost

As AI data centers gobble up more electricity, the Electric Reliability Council of Texas (ERCOT) — whose grid supplies power to 90 percent of Texas — has launched an initiative to help meet challenges presented by an increasingly strained power grid.

ERCOT, based in the Austin suburb of Taylor, said its new Grid Research, Innovation, and Transformation (GRIT) initiative will tackle research and prototyping of emerging technology and concepts to “deeply understand the implications of rapid grid and technology evolution, positioning ERCOT to lead in the future energy landscape.”

“As the ERCOT grid continues to rapidly evolve, we are seeing greater interest from industry and academia to collaborate on new tools and innovative technologies to advance the reliability needs of tomorrow’s energy systems,” ERCOT President and CEO Pablo Vegas said in a news release. “These efforts will provide an opportunity to share ideas and bring new innovations forward, as we work together to lead the evolution and expansion of the electric power grid.”

In conjunction with the GRIT initiative, ERCOT launched the Research and Innovation Partnership Engagement (RIPE) program. The program enables partners to work with ERCOT on developing technology aimed at resolving grid challenges.

To capitalize on ideas for grid improvements, the organization will host its third annual ERCOT Innovation Summit on March 31 in Round Rock. The summit “brings together thought leaders across the energy research and innovation ecosystem to explore solutions that use innovation to impact grid transformation,” ERCOT said.

“As the depth of information and industry collaboration evolves, we will continue to enhance the GRIT webpages to create a dynamic and valuable resource for the broader industry to continue fostering strong collaboration and innovation with our stakeholders,” said Venkat Tirupati, ERCOT’s vice president of DevOps and grid transformation.

ERCOT’s GRIT initiative comes at a time when the U.S. is girding for heightened demand for power, due in large part to the rise of data centers catering to the AI boom.

A study released in 2024 by the Electric Power Research Institute (EPRI) predicted electricity for data centers could represent as much as 9.1 percent of total power usage in the U.S. by 2030. According to EPRI, the share of Texas electricity consumed by data centers could climb from 4.6 percent in 2023 to almost 11 percent by 2030.

A report issued in 2024 by the federal government’s Lawrence Berkeley National Laboratory envisions an even faster increase in data-center power usage. The report projected data centers will consume as much as 12 percent of U.S. electricity by 2028, up from 4.4 percent in 2023.

In 2023, the EPRI study estimated, 80 percent of the U.S. electrical load for data centers was concentrated in two states, led by Virginia and Texas. The University of Texas at Austin’s Center for Media Engagement reported in July that Texas is home to 350 data centers, second only to Virginia.

“The U.S. electricity sector is working hard to meet the growing demands of data centers, transportation electrification, crypto-mining, and industrial onshoring, while balancing decarbonization efforts,” David Porter, EPRI’s vice president of electrification and sustainable energy strategy, said. “The data center boom requires closer collaboration between large data center owners and developers, utilities, government, and other stakeholders to ensure that we can power the needs of AI while maintaining reliable, affordable power to all customers.”

Policy adviser tapped to lead ‘nuclear renaissance’ in Texas

going nuclear

As Texas places a $350 million bet on nuclear energy, a budget and policy adviser for Gov. Greg Abbott has been tapped to head the newly created Texas Advanced Nuclear Energy Office.

Jarred Shaffer is now director of the nuclear energy office, which administers the $350 million Texas Advanced Nuclear Development Fund. The fund will distribute grants earmarked for the development of more nuclear reactors in Texas.

Abbott said Shaffer’s expertise in energy will help Texas streamline nuclear regulations and guide “direct investments to spur a flourishing and competitive nuclear power industry in the Lone Star State. Texas will lead the nuclear renaissance.”

The Texas Nuclear Alliance says growth of nuclear power in the U.S. has stalled while China and Russia have made significant gains in the nuclear sector.

“As Texas considers its energy future, the time has come to invest in nuclear power — an energy source capable of ensuring grid reliability, economic opportunity, and energy and national security,” Reed Clay, president of the alliance, said.

“Texas is entering a pivotal moment and has a unique opportunity to lead. The rise of artificial intelligence and a rebounding manufacturing base will place unprecedented demands on our electricity infrastructure,” Clay added. “Meeting this moment will require consistent, dependable power, and with our business-friendly climate, streamlined regulatory processes, and energy-savvy workforce, we are well-positioned to become the hub for next-generation nuclear development.”

Abbott’s push for increased reliance on nuclear power in Texas comes as public support for the energy source grows. A 2024 survey commissioned by the Texas Public Policy Institute found 55 percent of Texans support nuclear energy. Nationwide support for nuclear power is even higher. A 2024 survey conducted by Bisconti Research showed a record-high 77 percent of Americans support nuclear energy.

Nuclear power accounted for 7.5 percent of Texas’ electricity as of 2024, according to the Nuclear Energy Institute, but made up a little over 20 percent of the state’s clean energy. Currently, four traditional reactors produce nuclear power at two plants in Texas. The total capacity of the four nuclear reactors is nearly 5,000 megawatts.

Because large nuclear plants take years to license and build, small factory-made modular reactors will meet much of the shorter-term demand for nuclear energy. A small modular reactor has a power capacity of up to 300 megawatts. That’s about one-third of the generating power of a traditional nuclear reactor, according to the International Atomic Energy Agency.

A report from BofA Global Research predicts the global market for small nuclear reactors could reach $1 trillion by 2050. These reactors are cheaper and safer than their larger counterparts, and take less time to build and produce fewer CO2 emissions, according to the report. Another report, this one from research company Bloomberg Intelligence, says soaring demand for electricity — driven mostly by AI data centers — will fuel a $350 billion boom in nuclear spending in the U.S., boosting output from reactors by 63 percent by 2050.

Global nuclear capacity must triple in size by 2050 to keep up with energy demand tied to the rise of power-gobbling AI data centers, and to accomplish decarbonization and energy security goals, the BofA report says. Data centers could account for nine percent of U.S. electricity demand by 2035, up from about four percent today, according to BloombergNEF.

As the Energy Capital of the World, Houston stands to play a pivotal role in the evolution of small and large nuclear reactors in Texas and around the world. Here are just three of the nuclear power advancements that are happening in and around Houston:

Houston is poised to grab a big chunk of the more than 100,000 jobs and more than $50 billion in economic benefits that Jimmy Glotfelty, a former member of the Texas Public Utility Commission, predicts Texas will gain from the state’s nuclear boom. He said nuclear energy legislation signed into law this year by Abbott will provide “a leg up on every other state” in the race to capitalize on the burgeoning nuclear economy.

“Everybody in the nuclear space would like to build plants here in Texas,” Inside Climate News quoted Glotfelty as saying. “We are the low-regulatory, low-cost state. We have the supply chain. We have the labor.”

6 must-attend Houston energy transition events in October 2025

Must-Attend Meetings

Editor's note: October is here, and there are many energy events to plug into in Houston this month. From summits and forums to global conferences, there are the energy events to put on your calendar. Learn more below, and register now.

Oct. 7-8: Annual Energy Summit — Resilience in Energy Supply Chains

The ninth annual energy summit is co-hosted by Baker Botts and the Center for Energy Studies at Rice University's Baker Institute. This year's theme, “Resilience in Energy Supply Chains,” will focus on what is shaping the future of energy, and how markets, innovation, and economic growth will define the evolution of global energy supply chains.

This two-day event begins Oct. 7 at Rice University's Baker Institute for Public Policy. The event will also be livestreamed. Get tickets here.

Oct. 14: Current Trends in the Energy Industry

Join SABA and Vinson & Elkins LLP for an evening filled with insightful discussions and networking opportunities for seasoned professionals and those new to the energy industry. Learn from experts about the latest developments in the energy industry, sustainability efforts, and new policies shaping the future.

This event takes place at 6 pm at Vinson & Elkins LLP headquarters. Get tickets here.

Oct. 14-16: SAF North America

The leading event for the sustainable aviation fuel ecosystem is taking place in Houston, America’s fuel and energy hub. SAF North America brings together the SAF value chain under one roof for three days of high-level discussion. Attendees of the conference will hear from leading experts, who will provide insights on the aviation industry and discuss SAF scale-up, energy security, and pathways to decarbonize aviation in North America. There will also be dynamic exhibitions and networking opportunities.

This event begins Oct. 14 at the Marriott Marquis. Register here.

Oct. 16: Future of Global Energy Conference

The Future of Global Energy Conference, presented by Shell USA, Inc., brings together leaders from across industry, academia, and government to explore the forces shaping the future of energy. Houston is leading the way in the energy sector, leveraging its deep industry expertise, unmatched energy ecosystem, and spirit of innovation. The 2025 conference will spotlight Houston’s ongoing leadership in policy, technology development, and project execution that position the region for long-term success.

This event begins at 8:30 am at Hilton Americas. Register here.

Oct. 21-23: Energy Independence Summit

At Infocast’s inaugural Energy Independence Summit, top leaders across energy, finance, and policy will convene to evaluate where the energy market is headed next. Attendees will gain critical insights into how capital is being deployed, which technologies are emerging as the most viable under OBBBA, how domestic supply chains are affecting costs and timelines, and what regulatory levers may help stabilize the sector. The summit will feature 100 speakers, 24 sessions, networking opportunities, and more.

This event takes place Oct. 21 at the C. Baldwin, Curio Collection by Hilton. Register here.

Oct. 29: 2025 Global Energy Summit

Hosted by the World Affairs Council of Greater Houston, the Global Energy Summit examines the dynamic forces shaping today’s energy landscape. Attendees will engage with a diverse set of industry experts and global thought leaders on the future of energy security, access, and technological advancement. Opening remarks will be made by Cristina Saenz de Santa Maria, COO Maritime of DNV, followed by panel discussions featuring speakers from DNV, Accenture, Amazon Web Services, Center for Houston’s Future, Siemens, SLB, and NRG.

This event begins at 5 pm on Oct. 29 at the Omni Houston. Get tickets here.