The Energy Pipeline

Can America Meet the Energy Demand Surge?
 
In this episode of The Energy Pipeline Podcast, sponsored by Cat Oil & Gas, host Josh Lowrey sits down with Molly Determan and Tim Tarpley, Presidents at EWTC, to discuss how AI, data centers, and industrial growth are reshaping energy demand.
 
The conversation covers energy infrastructure, permitting reform, workforce evolution, energy security, and what it will take to power the next generation of growth.
 
Tune in for an insightful look at one of the biggest challenges facing the energy industry today.
 
00:00 Welcome and Introductions
02:02 Understanding EWTC Organization
05:35 Advocacy and Lobbying Efforts
07:49 DC Fly-Ins Experience
10:40 Personal Stories Matter
13:16 EWTC's Industry Impact
17:23 Collaboration and Committee Work
19:49 COVID Response and Support
20:44 Tariffs and Current Challenges
21:44 Venezuela Market Opportunities
23:38 State of Energy Workforce
25:30 AI and Data Centers
27:18 Energy Demand and AI
27:51 The 100 Gigawatt Challenge
29:05 Balancing Focus and Awareness
30:11 Permitting Reform Explained
30:59 Pipeline Capacity Constraints
31:53 State Level Barriers
33:11 New York NIMBYism Story
35:27 Shifting Energy Security Mindset
36:22 Value of EWTC Membership
38:36 Digital Workforce Evolution
40:52 EWTC Events Overview
41:44 Committee Events and Conferences
44:20 June 17th Energy Forum
45:49 Leadership Forums and Networking
47:29 Exciting Times in Energy
48:07 Reflecting on COVID Era
49:27 Consistency and Legacy
51:50 Closing Remarks

What does it take to run a 100% natural gas-powered frac fleet?

On The Energy Pipeline, sponsored by Caterpillar Oil & Gas, host Josh Lowrey sits down with Dallas McCauley, VP of Canadian Operations, and Nathan Getschel, Director of Asset Management and Manufacturing at Step Energy Services, to discuss the deployment of Caterpillar’s NGX gas management solution and the shift toward natural gas-powered frac operations.

They explore diesel displacement, equipment logistics, reliability, and the real-world challenges of executing new technology in the field.

00:00 Podcast Welcome
00:20 Meet The Guests
01:56 Calgary Plus 15
04:21 Asset Management Role
06:00 Sponsor And Setup
07:56 NGX Overview
10:50 Power Density Logistics
14:15 Data Monitoring Automation
15:46 Step Growth Merger
17:11 Canada Market Outlook
18:13 Calgary Energy Revival
19:10 AI Peptides Data Centers
19:54 Natural Gas Powers Growth
20:46 Being First With Tech
23:22 Field Pride And Culture
29:11 What Customers Value
31:00 Gas Ops Misconceptions
34:47 Defining Success And Wrap

Cutting 100M gallons of diesel isn’t a future goal; it’s already happening.

On The Energy Pipeline, sponsored by Caterpillar Oil & Gas, host Josh Lowrey speaks with Matt Rayson, Director Product Manager at Caterpillar Inc.
 
Rayson explains how Caterpillar is evolving from equipment to integrated, outcome-driven solutions—leveraging connected assets, predictive maintenance, and autonomy to improve safety and reduce downtime.
 
He highlights innovations like connected valves that reduce red-zone exposure, dynamic gas blending saving over 100M gallons of diesel annually, and fully natural gas-powered frac systems.
 
00:00 Show Welcome and Guest Intro
00:29 Podcasting Nerves and Live Intros
02:17 Matt’s Cat Career Journey
03:34 Caterpillar Culture Worldwide
05:06 Customer Problems and Service Focus
06:56 Digitizing Iron and Predictive Maintenance
08:51 Tech Talk Tesla to Oilfield Autonomy
10:11 Automation Examples Valves and Gas Blending
13:57 Measuring Impact 100 Million Gallons
16:19 How Cat Chooses New Products
18:24 Customers Getting Louder and AI Shift
20:29 US vs Europe Economics and Emissions
23:17 What Matters Most
24:42 Customer Solutions Focus
25:31 Gas Mechanical Frac
27:33 Systems Not Parts
29:53 Grid Tie Explained
31:32 Five-Year Roadmap
32:24 Emissions And Gen 3
35:53 Culture And Factories
38:38 Dealers Secret Sauce
40:50 OTC 2027 Predictions
43:13 Wrap Up And Contact

AI is rewriting the rules of power.
 
Live from Upright Digital Studios in Houston, The Energy Pipeline, sponsored by Cat Oil & Gas, host Josh Lowrey sits down with Chris Combs, COO and co-founder of Electric Gen, to break down the energy demands behind the AI boom.
 
From the Marine Corps to Schlumberger and power startups like Evolution Well Services, Volta Grid, and now Nitrogen, Combs shares a firsthand view of how the industry is evolving.
 
They cover:
• The rise of gigawatt-scale data centers
• Grid constraints and slow interconnection timelines
• Why behind-the-meter power and microgrids are gaining ground
• Key factors in site selection and power technology
 
00:00 Welcome and Banter
01:24 Caterpillar Podcast Setup
02:03 Chris Background and Evolution
06:38 From VoltaGrid to Nitrogen
09:54 Data Center Power Boom
11:44 Why AI Changes Everything
20:00 Nuances of Data Center Power
23:22 Oilfield Mindset Advantage
28:04 AI Uses 12x Power
30:38 Grid Limits and Key Questions
31:47 Grid Can’t Keep Up
32:28 PPAs and Onsite Power
33:34 Curtailment and Grid Support
34:26 Brownouts Are Back
36:00 Data Centers Eat Demand
37:58 Picking Data Center Sites
39:30 Behind the Meter Explained
40:56 Turbines vs Recips Reality
44:48 OEM Partnerships and Supply
45:29 Energy as a Team Sport
49:53 AI Is the New Internet
52:35 Five Year Energy Forecast
56:33 Scar Tissue Advice
59:22 Wrap Up and Contact

AI is driving a power surge and reshaping how energy gets delivered.
 
Recorded at the 2026 EWTC Annual Meeting in Tucson, The Energy Pipeline, sponsored by Cat Oil & Gas, host Josh Lowrey speaks with Chris Berrie, Senior Sales Manager at Caterpillar Oil & Gas, about the surge in AI-driven data center demand.
 
They cover:
• Grid constraints and rising power needs
• The shift to behind-the-meter solutions and microgrids
• Cat Oil & Gas technologies like gas generation and Dynamic Gas Blending
 
00:00 Welcome to Tucson
00:40 Meet Chris Berrie
02:49 EWTC Roles and Committees
05:36 International Career Journey
06:37 Caterpillar in Oil and Gas
08:16 Power Demand and Data Centers
11:30 Behind-the-Meter Solutions
13:01 Cat Oil & Gas Expertise and Legacy
15:14 Legacy of Excellence
16:45 Customer-Back Innovation
17:35 DGB and Drilling Gains
18:17 Power Access Decisions
19:35 DGB Explained Simply
20:16 Full Gas Completions
22:39 Optimizing Site Energy
24:02 Dealers and One Team
25:27 Infrastructure vs Tech
27:24 AI Demand and Timing
29:09 EWTC Committee Work
31:35 Wrap Up and Thanks