In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley hosts Steve Reese (Reese Energy Consulting) and Matthew Hill (fire suppression expert) for a powerful conversation on the future of energy, natural gas demand, AI data center growth, and energy infrastructure. They unpack the collision course between LNG exports and power-hungry data centers, highlight the coming turbine shortage, and explore mobile microgrid and modular refinery innovations. Topics span from CNG applications, geothermal crossover, and battery fire risks, to U.S. refining bottlenecks, regulatory barriers, and California’s energy policies as a national security threat. The episode is a dynamic mix of industry insight, policy critique, and forward-looking solutions—driven by a call for energy dominance, regulatory reform, and American innovation.

You will want to connect with Steve Reese on LinkedIn: https://www.linkedin.com/in/steve-reese-185a86/

And Matthew Hill is a must-connect for safety: https://www.linkedin.com/in/matthewhillknightfirespecialists4055682742/

Check out Reese Energy Consulting at https://reeseenergyconsulting.com/

Highlights of the Podcast 

00:00 – Intro

00:00 – Intro & Guests

01:03 – Gas Demand: LNG vs. Data Centers

01:53 – Turbine Shortage & Microgrids

02:43 – Big Tech’s Unreal Gas Expectations

04:05 – Mobile Data Centers on Well Pads

05:16 – Frac Firms Becoming Tech Giants

06:41 – ROI of AI Infrastructure

08:20 – CNG & Mobile Midstream

09:42 – Gen Z & ESG Pressure

10:17 – Failed Solar & Gas Reality

10:52 – SMRs & Powering AI Boom

12:20 – Flynn, California, & Business Exodus

15:09 – Regulation Creep & Safety

18:16 – Pipeline Delays & Bottlenecks

20:32 – Illegals & Hydrocarbon Transport Risks

21:30 – CA Imports Dirty Oil While Shutting Local Supply

23:21 – U.S. Refinery Gap

24:57 – NIMBYs & NatSec Risk

26:03 – Gas Price Outlook

27:40 – Geothermal’s Momentum

29:55 – New Modular Refineries

31:38 – Operator vs. Political Disconnect

33:02 – Reese’s AI & LNG Training

33:45 – CNG/LNG Use on Pads

34:52 – Battery Fire Safety & BESS

36:47 – Mobile Power Best Practices

38:34 – Lithium Battery Threats

39:02 – Wrap-Up & Outro

Full Transcript at https://theenergynewsbeat.substack.com/