The Energy Pipeline

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

Natural gas demand is being reshaped in real time.

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.

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.

00:00 Welcome to the Podcast

00:37 Houston and Rice Memories

02:18 What Is AGA

04:11 Gas Back in Demand

08:29 Energy Poverty and Fertilizer

10:39 Why Energy Realism Matters

13:46 Pipeline Politics in States

16:11 AI Driving Energy Demand

18:05 Security Case for AI Race

19:46 Why CERAWeek Works

20:15 Houston Energy Comeback

20:55 Middle East Data Center Boom

21:39 Build Baby Build LNG

22:39 Will Gas Prices Rise

24:57 Permitting Reform Fight

27:45 Energy Evolution Not Transition

29:16 AI Demand And Emissions

30:01 Methane Cuts Best Practices

31:52 Serving 189 Million Customers

34:43 Capital Markets And Ratings

37:25 Closing Thanks And Where To Find

37:41 Utility Workers First Responders

Recorded live in Houston, Josh Lowrey sits down with Tyler Rice, Pressure Control Sales Manager at Caterpillar SPM, to break down how frac operations are evolving.

They cover the shift from labor-heavy sites to linear pressure systems that cut connections by 80%+, improve safety, and reduce rig-up time from days to hours. Tyler also dives into post-2020 efficiency gains, continuous pumping, cost improvements, and what’s slowing adoption in some regions.

01:17 Colorado Talk and Mountain Adventures

02:49 Moving to Midland During the Downturn

05:26 Breaking Into Oil and Gas in 2006

07:23 From Field Hand to Commercial Role

08:22 Surviving 2020 and the Tech Shift

10:47 Caterpillar Innovation and Long View

12:37 Linear Pressure Control Explained

17:18 Safety Efficiency and Better Jobs

19:38 Customer Value Pitch

20:22 Simul Frac Scaling Up

21:22 Field Experience Matters

22:40 Automation Before AI

24:13 Perpetual Pumping Plan

26:51 Permian Economics Proof

27:51 Regional Adoption Curve

29:15 Global Tech Rollout

31:33 Safety And Clean Ops

34:34 Remote Controlled Future

38:58 Wrap Up And Where To Find

What’s really behind Nabors’ comeback? It’s not just better rigs.

Live from the Thrive Energy Conference 2026 at Daikin Park, Josh Lowrey talks with Brett Schellenberg of Nabors Industries about how automation is changing the game.

• Faster iteration beats perfect tech
• Knowing when to cut losses matters
• Open platforms unlock real scale (with partners like Halliburton and Schlumberger)

Meanwhile, growth is shifting, away from North America and toward markets like Saudi Arabia and Argentina.

00:00 Live From Thrive

00:17 Meet Brett Schellenberg

01:15 40 Under 40 Talk

02:52 From Roughneck To Sales

04:12 Rig Tech Then Now

05:44 Fail Fast Learn Faster

08:01 Killing Your Baby

09:03 Nabors Legacy And Acquisitions

11:28 Reinvention And Innovation Bets

15:59 Brand Power Story

17:00 Caterpillar And Product Thinking

18:50 Tech And AI Tease

19:26 Rig Automation Highlights

19:57 Razor Pipe Handling Lessons

21:24 Open Rig App Ecosystem

21:49 Vertical Integration Edge

22:57 North America Rig Outlook

24:47 Tier Two Acreage Debate

26:37 International Footprint Growth

29:26 Argentina Tech Adoption

31:49 Travel And North Africa

32:24 Phone Safety Callout

34:16 Career Advice And Mentors

37:34 Wrap Up And Shoutouts

Power demand is exploding, but the grid is not ready.

Live from the Daniel Energy Partners Thrive Energy Conference, host Josh Lowrey sits down with Dave Bosco to unpack why “light-switch” reliability is now mission-critical.

They dive into island power, microgrids, and how ProPower is building utility-grade solutions for oil & gas and hyperscale data centers in a constrained grid, plus the tech behind it, their partnership with Caterpillar, and what most people are still getting wrong.

00:00 Live From Thrive Conference

01:17 Pro Power Origin Story

01:42 Why The Grid Cannot Keep Up

02:40 Light Switch Reliability Story

04:37 Demand Surge Data Centers

06:13 Career Built From Ground Up

06:48 From IT To Oilfield Rotations

09:24 Lessons On Growth And Discomfort

11:57 Electrification Versus ESG

13:41 Caterpillar Partnership Playbook

16:42 Service Network And Asset Care

19:04 Scaling Fast And Hybrid Tech

20:54 BESS For AI Load Swings

22:05 Skunkworks Training Lab

22:38 Consultative Power Partnerships

23:41 Hyperscaler Contract Talk

23:59 Energy Conference Shift

25:29 Reliability And Market Maturity

28:21 Island Power Explained

32:20 Why The Grid Lags

35:55 Microgrids And Scaling Up

37:44 Company Vision And Value

41:06 Team Culture And Wrap Up

How do you transform electric frac from a bold idea into one of the largest pressure pumping platforms in the U.S.?

Live from the Daniel Energy Partners Thrive Energy Conference, host Josh Lowry sits down with Steven Anderson, President & CEO of Evolution Well Services, to discuss the company’s next chapter.

From its founding in Canada in 2011 to becoming the fifth-largest pressure pumper in the U.S., Evolution has reengineered hypermobile power, cutting 35 MW mobilization timelines from weeks to hours while scaling toward 1.6 million hydraulic horsepower.

They also explore electrification, AI-driven automation, market skepticism, and why culture remains Evolution’s ultimate competitive advantage.

00:00 Podcast Intro Live Event

00:52 Thrive Conference Growth

01:37 Steven Anderson Background

03:13 Evolution Electric Frac Origins

04:53 Hypermobility Breakthrough

08:01 Skepticism And Partnerships

10:38 Industry Shift And Adoption

12:26 Digital Automation Advantage

14:36 Going Public And Scaling

16:15 Partnerships That Expand

16:52 AI Teaser Next

17:13 AI and Automation Platform

19:29 New Tech and Power Expansion

21:32 Solutions Business Mindset

23:10 PRISM Culture and Empowerment

24:46 Future of Electrification

25:55 International Growth Timing

28:25 People First Culture Advantage

31:34 Advice and Closing Thanks

The Energy Pipeline Podcast enters a new chapter as Josh Lowrey hosts the first on-camera episode powered by Upright Digital. To kick off this new era during Valentine’s Week 2026, Josh is joined by Andy Publes, the newly promoted Director of Account Management for Drilling and Completion at Caterpillar.

From his roots in Cuba to a 17-year tenure at Caterpillar spanning locomotives and electric power, Andy shares a unique perspective on leadership and the "customer-first" culture that defined Caterpillar’s resilience during the 2020 global shifts.

Tune in now!

00:00 Welcome: A New Era with Host Josh Lowrey

00:50 Meet Andy Publes & First On-Camera Episode

03:47 Andy’s Journey: From Cuba to Caterpillar

05:51 Caterpillar’s Culture & the Pace of Oil & Gas

08:54 Navigating 2020: Leadership Through Crisis

13:48 2026 Vision: Dual Fuel & Automated Safety

16:39 Powering AI & Data Centers: Right-Sizing Solutions

20:46 DGB Gen 2: Retrofitting Engines for Field Gas

27:07 The Impact of Diesel Displacement

28:33 Field Results: Cutting $CO_2e$ by 45%

29:34 How DGB Works: Efficiency & Methane Reduction

30:42 Seeing Innovation in Action: Demos & Tours

32:50 Manufacturing Excellence: The "Mothership" Culture

36:55 Digital Ecosystems & Predictive Reliability

39:15 SPM & Caterpillar: Power-to-Wellhead Automation

42:48 Global Demand: Why Reliable Power Matters

48:04 Wrap-Up: Caterpillar’s Strategy for the Next 100 Years

In this episode of the Energy Pipeline Podcast, host Russell Stewart sits down with Timothy Soucy, Senior Account Manager at Caterpillar Oil & Gas, to explore how power generation on drilling rigs is evolving.

With nearly two decades of industry experience, Timothy breaks down how Caterpillar is helping operators reduce GHG emissions, improve efficiency, and stay capital disciplined through practical solutions like diesel and dual-fuel systems, LNG, energy storage, microgrid controllers, and the emerging role of hydrogen.

Tune in now!

00:00 Introduction and Sponsor Message

00:28 Welcome to the Energy Pipeline Podcast

01:01 Guest Introduction: Timothy Susie from Caterpillar

01:19 Timothy's Background and Role at Caterpillar

01:48 Power Generation in the Oil and Gas Industry

03:14 Transitioning from Diesel to Natural Gas

05:01 Technological Innovations: DGB and LNG

06:44 Strategic Advantages and ROI

09:24 Grid Tie and Energy Storage Systems

14:47 Hydrogen and Future Technologies

16:15 Purchase and Rental Options

18:08 Caterpillar's Corporate and Dealer Coordination

20:43 Conclusion and Contact Information