#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 Matters

00:54 Podcast Sponsors

01:59 Live From Thrive Conference

02:30 Nuclear Plus Gas Takeaways

03:39 Meet Jason Downey

04:10 Why Tailwater Name

05:09 Fly Fishing Banter

05:45 Jason Energy Origin Story

07:49 DLJ To Hicks Muse Path

10:54 Energy Thesis And 2003 Shift

12:05 Private Equity Explained

13:07 Tailwater Strategy Three Legs

14:35 Portfolio And Midstream Model

18:18 Bullish Themes E&P LNG AI

26:21 Texas Power Demand Surge

30:36 Structural Demand Pull Wrap

31:27 Replacement Depletion Math

32:21 Raising a PE Fund

33:39 Treat Investors as Partners

35:30 Giving Young Talent Rope

38:21 Service and Salesmanship Club

41:02 Solo Africa Hunt Reflections

46:03 Tailwater White Space

47:35 Water and Infrastructure Opportunities

51:51 Career Advice for Your 20s

54:59 Wrap Up and Where to Follow