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