<description>&lt;p&gt;Natural gas demand is being reshaped in real time.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;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.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;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.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;00:00 Welcome to the Podcast&lt;/p&gt;&lt;p&gt;00:37 Houston and Rice Memories&lt;/p&gt;&lt;p&gt;02:18 What Is AGA&lt;/p&gt;&lt;p&gt;04:11 Gas Back in Demand&lt;/p&gt;&lt;p&gt;08:29 Energy Poverty and Fertilizer&lt;/p&gt;&lt;p&gt;10:39 Why Energy Realism Matters&lt;/p&gt;&lt;p&gt;13:46 Pipeline Politics in States&lt;/p&gt;&lt;p&gt;16:11 AI Driving Energy Demand&lt;/p&gt;&lt;p&gt;18:05 Security Case for AI Race&lt;/p&gt;&lt;p&gt;19:46 Why CERAWeek Works&lt;/p&gt;&lt;p&gt;20:15 Houston Energy Comeback&lt;/p&gt;&lt;p&gt;20:55 Middle East Data Center Boom&lt;/p&gt;&lt;p&gt;21:39 Build Baby Build LNG&lt;/p&gt;&lt;p&gt;22:39 Will Gas Prices Rise&lt;/p&gt;&lt;p&gt;24:57 Permitting Reform Fight&lt;/p&gt;&lt;p&gt;27:45 Energy Evolution Not Transition&lt;/p&gt;&lt;p&gt;29:16 AI Demand And Emissions&lt;/p&gt;&lt;p&gt;30:01 Methane Cuts Best Practices&lt;/p&gt;&lt;p&gt;31:52 Serving 189 Million Customers&lt;/p&gt;&lt;p&gt;34:43 Capital Markets And Ratings&lt;/p&gt;&lt;p&gt;37:25 Closing Thanks And Where To Find&lt;/p&gt;&lt;p&gt;37:41 Utility Workers First Responders&lt;/p&gt;</description>

The Energy Pipeline

Josh Lowrey

Karen Harbert on Natural Gas, AI Demand, and the Future of Energy | Ep 126

APR 8, 202640 MIN
The Energy Pipeline

Karen Harbert on Natural Gas, AI Demand, and the Future of Energy | Ep 126

APR 8, 202640 MIN

Description

<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>