#92. AI Power Surge: Can Natural Gas Keep Up with Demand?

AI Power Surge: Can Natural Gas Keep Up with Demand?AI is driving a new wave of power demand. But where will the energy come from?At the Daniel Energy Partners Thrive Conference, Oilfield 360 Podcast hosts David de Roode and Victoria Beard-Queen sit down with Jason Downie, Managing Partner of Tailwater Capital.Jason shares his perspective as an energy private equity investor and why natural gas and midstream infrastructure will be critical as AI, LNG exports, and reshoring drive the next phase of energy demand.00:00 Why Oil Still Matters00:54 Podcast Sponsors01:59 Live From Thrive Conference02:30 Nuclear Plus Gas Takeaways03:39 Meet Jason Downey04:10 Why Tailwater Name05:09 Fly Fishing Banter05:45 Jason Energy Origin Story07:49 DLJ To Hicks Muse Path10:54 Energy Thesis And 2003 Shift12:05 Private Equity Explained13:07 Tailwater Strategy Three Legs14:35 Portfolio And Midstream Model18:18 Bullish Themes E&P LNG AI26:21 Texas Power Demand Surge30:36 Structural Demand Pull Wrap31:27 Replacement Depletion Math32:21 Raising a PE Fund33:39 Treat Investors as Partners35:30 Giving Young Talent Rope38:21 Service and Salesmanship Club41:02 Solo Africa Hunt Reflections46:03 Tailwater White Space47:35 Water and Infrastructure Opportunities51:51 Career Advice for Your 20s54:59 Wrap Up and Where to Follow