About this episode

The episode discusses the impact of AI on energy demand and the role of natural gas and midstream infrastructure in meeting this 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…

People in this episode

Hosts: David de Roode, Victoria Beard-Queen

Guest: Jason Downie

Topics covered

• AI
• natural gas
• energy demand
• private equity
• midstream infrastructure
• LNG exports

Keywords

• AI
• natural gas
• energy demand
• private equity
• LNG exports
• midstream infrastructure
• Texas power

Mentioned in this episode

Organizations: Tailwater Capital, Daniel Energy Partners, DLJ, Hicks Muse, AI, LNG, Texas

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