The Energy Pragmatist: AI, Cost Curves & The Future of Energy Demand
In this episode, Amy Miller speaks with Rob about one of the most important and often misunderstood forces shaping energy markets today: AI.
The conversation moves beyond the headlines to focus on what is actually happening across the industry. Rather than being driven only by large scale data centres, much of the impact is coming from smaller, practical applications across the value chain. From well logging to manufacturing, AI is improving efficiency, lowering costs, and changing how energy is produced and consumed.
A more balanced picture emerges. AI is not only a source of new demand, it is also driving productivity and cost reductions. Many of these applications require limited capital and deliver quick returns, but when applied across the system, the impact becomes significant.
Amy and Rob also explore what this means for energy demand. Growth in electricity consumption is expected, but it may be more measured than some forecasts suggest. At the same time, LNG continues to be a key driver of global gas demand.
The discussion also touches on oil markets, shifting mobility patterns, and the broader direction of the energy transition, which is becoming more pragmatic in a more complex and increasingly geopolitical environment.
Watch the full episode to hear how AI is reshaping the energy system in practice.
These themes will be explored in more depth at the New York Energy Investment Series at Nasdaq on 24 June, including a dedicated focus on how AI is reshaping natural gas and power markets, from demand growth to infrastructure and investment strategy.
If you are interested in getting involved in this discussion, please get in touch:
Ben West: ben.west@pragma-energy.com
Amy Miller: amy.miller@pragma-energy.com
