The Energy Pragmatist

Ep. 13: Interview with Rob West, Founder & Lead Analyst, Thunder Said Energy


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In this episode, Amy Miller sits down with Rob to unpack one of the most powerful forces shaping energy today: AI.

From oilfields to manufacturing lines, they explore how AI is quietly transforming the industry, driving efficiency, lowering costs, and challenging assumptions around future power demand. Rob explains why AI is both the biggest risk and the biggest opportunity, and why its impact may be less about massive data centres and more about thousands of small, high-impact applications.

The conversation also dives into what this means for gas demand, LNG growth, and how energy markets could evolve as technology, geopolitics, and consumption patterns shift in parallel.

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The Energy PragmatistBy PRAGMA Energy featuring Amy Miller and Ben West