The Energy Pipeline

Josh Lowrey
  • 5.0 (8)
  • BUSINESS
  • UPDATED WEEKLY

The Energy Pipeline, powered by Upright Digital and sponsored by Cat Oil & Gas, is hosted by Josh Lowrey. Each week, the show explores the conversations shaping today’s oil and gas industry from operations in the field to innovation, technology, and long-term sustainability. Featuring insights from industry leaders and decision-makers, The Energy Pipeline dives into the challenges, opportunities, and tools driving progress across the energy value chain, and how the industry continues to evolve in a rapidly changing world.

  1. 6D AGO

    Chris Combs on AI Power & Grid Constraints | Ep. 128

    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

    1h 1m

  2. APR 15

    Chris Berrie on Powering AI & Behind-the-Meter Energy | Ep. 127

    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

    32 min

  3. APR 8

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

    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

    40 min

  4. APR 1

    Tyler Rice on Linear Pressure, Continuous Pumping & Remote Ops | Ep 125

    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

    41 min

  5. MAR 25

    Drilling Is Changing Faster Than You Think with Brett Schellenberg | Ep 124

    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 techKnowing when to cut losses mattersOpen 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

    39 min

  6. MAR 18

    Powering Data Centers in a Constrained Grid with Dave Bosco | Ep 123

    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

    40 min

  7. MAR 12

    Steven Anderson on Scaling Electric Frac & Hypermobile Power | Ep 122

    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

    34 min

  8. FEB 18

    Andy Publes on Leadership and Customer-First Culture at Caterpillar | Ep 121

    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

    52 min
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5
out of 5
8 Ratings

About

The Energy Pipeline, powered by Upright Digital and sponsored by Cat Oil & Gas, is hosted by Josh Lowrey. Each week, the show explores the conversations shaping today’s oil and gas industry from operations in the field to innovation, technology, and long-term sustainability. Featuring insights from industry leaders and decision-makers, The Energy Pipeline dives into the challenges, opportunities, and tools driving progress across the energy value chain, and how the industry continues to evolve in a rapidly changing world.

Information

  • Creator
    Josh Lowrey
  • Years Active
    2023 - 2026
  • Episodes
    129
  • Rating
    Clean
  • Copyright
    © Copyright 2026 The Energy Pipeline
  • Show Website
    The Energy Pipeline

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