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AI Boom Sparks Natural Gas Revival in the Permian
Description
In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by co-host Kimberly Page and Kirk Edwards, President of Latigo Petroleum, to discuss the evolving energy landscape in the Permian Basin. They cover the shift toward natural gas, AI-driven data center demand, LNG exports, pipeline development, and the impact of U.S. strategic reserves and global geopolitics on oil and gas prices. The conversation highlights opportunities for natural gas producers, challenges in oil markets, and the critical role of reliable energy infrastructure, including small modular reactors and backup turbines for data centers.
Connect with Kirk Edwards on LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/
Connect with Kimberly Page here: https://www.linkedin.com/in/kimberly-page/
Check out Reese Energy Consulting here: https://reeseenergyconsulting.com/
Highlights of the Podcast
00:00 – Intro: Stu, Kimberly & Kirk kick off the show
00:25 – Message to Washington: “Get out of the way”
01:22 – Permian layoffs & drilling slowdown
02:45 – AI boom & natural gas demand
04:02 – Permian gas pricing & flaring issues
04:45 – SPR depletion & U.S. energy security
06:18 – OPEC+, tariffs & global oil volatility
08:41 – California’s oil hypocrisy & imports
10:32 – Oil price outlook & Saudi control
11:22 – Rising gas demand & LNG export growth
12:13 – Data centers, turbine shortages & power needs
13:54 – Nuclear energy potential & SMR progress
15:15 – Natural gas optimism & Anadarko revival
16:43 – Rig count drop & workforce impact
17:39 – Closing thoughts: “Drill baby drill”
Full Transcript: https://theenergynewsbeat.substack.com/
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