<p>AI Power Surge: Can Natural Gas Keep Up with Demand?</p><p><br></p><p>AI is driving a new wave of power demand. But where will the energy come from?</p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>00:00 Why Oil Still Matters</p><p>00:54 Podcast Sponsors</p><p>01:59 Live From Thrive Conference</p><p>02:30 Nuclear Plus Gas Takeaways</p><p>03:39 Meet Jason Downey</p><p>04:10 Why Tailwater Name</p><p>05:09 Fly Fishing Banter</p><p>05:45 Jason Energy Origin Story</p><p>07:49 DLJ To Hicks Muse Path</p><p>10:54 Energy Thesis And 2003 Shift</p><p>12:05 Private Equity Explained</p><p>13:07 Tailwater Strategy Three Legs</p><p>14:35 Portfolio And Midstream Model</p><p>18:18 Bullish Themes E&amp;P LNG AI</p><p>26:21 Texas Power Demand Surge</p><p>30:36 Structural Demand Pull Wrap</p><p>31:27 Replacement Depletion Math</p><p>32:21 Raising a PE Fund</p><p>33:39 Treat Investors as Partners</p><p>35:30 Giving Young Talent Rope</p><p>38:21 Service and Salesmanship Club</p><p>41:02 Solo Africa Hunt Reflections</p><p>46:03 Tailwater White Space</p><p>47:35 Water and Infrastructure Opportunities</p><p>51:51 Career Advice for Your 20s</p><p>54:59 Wrap Up and Where to Follow</p>