The Energy Pipeline

<p>What does it take to run a 100% natural gas-powered frac fleet?</p><p></p><p>On The Energy Pipeline, sponsored by Caterpillar Oil &amp; 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.</p><p></p><p>They explore diesel displacement, equipment logistics, reliability, and the real-world challenges of executing new technology in the field.</p><p></p><p>00:00 Podcast Welcome</p><p>00:20 Meet The Guests</p><p>01:56 Calgary Plus 15</p><p>04:21 Asset Management Role</p><p>06:00 Sponsor And Setup</p><p>07:56 NGX Overview</p><p>10:50 Power Density Logistics</p><p>14:15 Data Monitoring Automation</p><p>15:46 Step Growth Merger</p><p>17:11 Canada Market Outlook</p><p>18:13 Calgary Energy Revival</p><p>19:10 AI Peptides Data Centers</p><p>19:54 Natural Gas Powers Growth</p><p>20:46 Being First With Tech</p><p>23:22 Field Pride And Culture</p><p>29:11 What Customers Value</p><p>31:00 Gas Ops Misconceptions</p><p>34:47 Defining Success And Wrap</p>

<p>Cutting 100M gallons of diesel isn’t a future goal; it’s already happening.</p><p></p><p>On The Energy Pipeline, sponsored by Caterpillar Oil &amp; Gas, host Josh Lowrey speaks with Matt Rayson, Director Product Manager at Caterpillar Inc.</p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p>00:00 Show Welcome and Guest Intro</p><p>00:29 Podcasting Nerves and Live Intros</p><p>02:17 Matt’s Cat Career Journey</p><p>03:34 Caterpillar Culture Worldwide</p><p>05:06 Customer Problems and Service Focus</p><p>06:56 Digitizing Iron and Predictive Maintenance</p><p>08:51 Tech Talk Tesla to Oilfield Autonomy</p><p>10:11 Automation Examples Valves and Gas Blending</p><p>13:57 Measuring Impact 100 Million Gallons</p><p>16:19 How Cat Chooses New Products</p><p>18:24 Customers Getting Louder and AI Shift</p><p>20:29 US vs Europe Economics and Emissions</p><p>23:17 What Matters Most</p><p>24:42 Customer Solutions Focus</p><p>25:31 Gas Mechanical Frac</p><p>27:33 Systems Not Parts</p><p>29:53 Grid Tie Explained</p><p>31:32 Five-Year Roadmap</p><p>32:24 Emissions And Gen 3</p><p>35:53 Culture And Factories</p><p>38:38 Dealers Secret Sauce</p><p>40:50 OTC 2027 Predictions</p><p>43:13 Wrap Up And Contact</p>

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

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

<p>Natural gas demand is being reshaped in real time.</p><p> </p><p>Live from Houston during CERAWeek 2026, Energy Pipeline Podcast host Josh Lowrey sits down with Karen Harbert, President and CEO of the American Gas Association, to break down what’s behind this shift.</p><p> </p><p>From powering nearly 187 million Americans to supporting LNG exports and global allies, Harbert explains why natural gas remains a strategic advantage—and how infrastructure, permitting, and long-term demand are redefining the energy landscape.</p><p> </p><p>00:00 Welcome to the Podcast</p><p>00:37 Houston and Rice Memories</p><p>02:18 What Is AGA</p><p>04:11 Gas Back in Demand</p><p>08:29 Energy Poverty and Fertilizer</p><p>10:39 Why Energy Realism Matters</p><p>13:46 Pipeline Politics in States</p><p>16:11 AI Driving Energy Demand</p><p>18:05 Security Case for AI Race</p><p>19:46 Why CERAWeek Works</p><p>20:15 Houston Energy Comeback</p><p>20:55 Middle East Data Center Boom</p><p>21:39 Build Baby Build LNG</p><p>22:39 Will Gas Prices Rise</p><p>24:57 Permitting Reform Fight</p><p>27:45 Energy Evolution Not Transition</p><p>29:16 AI Demand And Emissions</p><p>30:01 Methane Cuts Best Practices</p><p>31:52 Serving 189 Million Customers</p><p>34:43 Capital Markets And Ratings</p><p>37:25 Closing Thanks And Where To Find</p><p>37:41 Utility Workers First Responders</p>