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Mickey Mckee

President and Chief Executive Officer, Kodiak Gas

Search every verified Mickey Mckee interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Mickey McKee, President and CEO of Kodiak Gas Services, discussed the company’s initial public offering (IPO) in June 2023, stating that 100% of the proceeds would be used to pay down debt and "right size" the balance sheet to pursue growth opportunities. He noted that revenue had increased 13% year-over-year for the quarter ended March 31, 2023, and addressed customer concentration, saying that while four customers accounted for about 38% of revenue, all were investment-grade Permian operators with long-term contracts averaging about 30 months remaining. McKee also commented on electrification in the Permian Basin, saying grid infrastructure does not currently support a wholesale switch, though pilot programs have been conducted. In an October 2023 podcast appearance, McKee described natural gas as playing a "big part" in the energy transition, citing geopolitical energy security and the limitations of battery storage for solar energy. He estimated that moving one billion cubic feet per day of gas requires roughly half a million horsepower of compression, and projected that a 15 BCF per day increase in natural gas outlet would necessitate installing about 7.5 million horsepower of compression between now and the target date. McKee also stated that Kodiak had already signed contracts for all planned 2024 capital expenditures and would decline some customer requests for additional equipment to maintain disciplined capital allocation focused on shareholder returns.

Recent appearances

  • Episode #45 - Mickey McKee, Kodiak Gas Services

    November 13, 2023 · 📺 Energy In Transition

    In this captivating episode of The Energy in Transition Podcast, we welcome Mickey McKee, the President & CEO of Kodiak Gas Services, to the show. Join us as we delve into Kodiak's remarkable journey, from their recent IPO to their enduring legacy in the oil and gas industry. Mickey sheds light on the strategies and culture that have driven Kodiak's success, offering a glimpse into the company's dynamic and resilient DNA. Amidst the ongoing energy transition, Mickey provides invaluable insights into the evolving role of natural gas as a bridge to a cleaner, more sustainable energy future. Dis…

    Watch on YouTube ↗

  • Kodiak Gas Services CEO: 100% of the proceeds of the IPO will go towards paying down debt

    June 29, 2023 · 📺 CNBC Television

    Mickey McKee, Kodiak Gas Services CEO, joins 'Squawk on the Street' to discuss why the company decided to go public, the growth opportunities for the company, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi  » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.…

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →