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.RCI · Robotaxi Confidence Index 56.5 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 40.8 ▲ +0.3 .ATCI · Autonomous Trucks Confidence Index 39.6 – 0.0 .DCI · Delivery Bots Confidence Index 52.1 – 0.0 WaymoUS 84.5 ▲ +4.5 Baidu Apollo GoCN 79.5 ▲ +0.6 WeRideCN 76.7 ▲ +10.1 Starship TechnologiesEE 66.0 ▲ +1.1 Pony.aiCN 64.0 ▲ +2.7 TeslaUS 60.5 ▲ +16.7 Serve RoboticsUS 60.1 ▲ +9.3 AuroraUS 56.7 ▲ +5.3 NeolixCN 55.9 ▼ -1.3 XPengCN 54.0 ▲ +22.5 MomentaCN 53.3 ▲ +20.0 KodiakUS 50.5 ▲ +0.8 Didi Autonomous DrivingCN 50.1 ▲ +4.5 DeepRoute.aiCN 49.3 ▲ +21.9 CocoUS 49.3 ▼ -1.0 Applied IntuitionUS 49.1 ▲ +7.3 Cao Cao MobilityCN 46.8 ▲ +1.6 MobileyeIL 43.2 ▲ +11.1 DoorDash DotUS 43.0 ▲ +7.7 MeituanCN 41.5 ▼ -5.8 ZooxUS 40.4 ▲ +1.9 AvrideUS 39.8 ▲ +5.5 Volvo Autonomous SolutionsSE 38.4 ▲ +0.5 Bot AutoUS 36.9 ▼ -1.9 May MobilityUS 35.6 ▲ +0.9 Avride PodUS 34.7 ▲ +2.2 MotionalUS 34.0 ▲ +0.4 WaabiCA 32.7 ▲ +2.8 WayveGB 29.6 ▲ +2.4 TorcUS 28.0 ▼ -1.3 VerneHR 25.8 ▲ +2.7 MOIA AmericaDE 25.6 – 0.0 Tensor AutoUS 25.1 ▲ +7.5 AutobrainsIL 21.3 ▼ -1.2 NuroUS 21.1 ▲ +1.3 Stack AVUS 19.4 ▼ -1.8 Helm.aiUS 19.3 ▲ +1.9 PlusAIUS 17.7 ▼ -1.7 HUMAINSA 2.7 ▲ +0.7 .RCI · Robotaxi Confidence Index 56.5 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 40.8 ▲ +0.3 .ATCI · Autonomous Trucks Confidence Index 39.6 – 0.0 .DCI · Delivery Bots Confidence Index 52.1 – 0.0 WaymoUS 84.5 ▲ +4.5 Baidu Apollo GoCN 79.5 ▲ +0.6 WeRideCN 76.7 ▲ +10.1 Starship TechnologiesEE 66.0 ▲ +1.1 Pony.aiCN 64.0 ▲ +2.7 TeslaUS 60.5 ▲ +16.7 Serve RoboticsUS 60.1 ▲ +9.3 AuroraUS 56.7 ▲ +5.3 NeolixCN 55.9 ▼ -1.3 XPengCN 54.0 ▲ +22.5 MomentaCN 53.3 ▲ +20.0 KodiakUS 50.5 ▲ +0.8 Didi Autonomous DrivingCN 50.1 ▲ +4.5 DeepRoute.aiCN 49.3 ▲ +21.9 CocoUS 49.3 ▼ -1.0 Applied IntuitionUS 49.1 ▲ +7.3 Cao Cao MobilityCN 46.8 ▲ +1.6 MobileyeIL 43.2 ▲ +11.1 DoorDash DotUS 43.0 ▲ +7.7 MeituanCN 41.5 ▼ -5.8 ZooxUS 40.4 ▲ +1.9 AvrideUS 39.8 ▲ +5.5 Volvo Autonomous SolutionsSE 38.4 ▲ +0.5 Bot AutoUS 36.9 ▼ -1.9 May MobilityUS 35.6 ▲ +0.9 Avride PodUS 34.7 ▲ +2.2 MotionalUS 34.0 ▲ +0.4 WaabiCA 32.7 ▲ +2.8 WayveGB 29.6 ▲ +2.4 TorcUS 28.0 ▼ -1.3 VerneHR 25.8 ▲ +2.7 MOIA AmericaDE 25.6 – 0.0 Tensor AutoUS 25.1 ▲ +7.5 AutobrainsIL 21.3 ▼ -1.2 NuroUS 21.1 ▲ +1.3 Stack AVUS 19.4 ▼ -1.8 Helm.aiUS 19.3 ▲ +1.9 PlusAIUS 17.7 ▼ -1.7 HUMAINSA 2.7 ▲ +0.7
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From the Permian Basin to AI: How Oil and Natural Gas Fuel the Future - The Road to Autonomy

From the Permian Basin to AI: How Oil and Natural Gas Fuel the Future

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how the powerful intersection of traditional energy and emerging technology are fueling the growth of AI data centers.

The Permian Basin with its layered geology and massive reserves continues to attract investment as this prolific oil and natural gas region remains essential to U.S. energy independence. Despite geopolitical uncertainties and high interest rates in the United States, oil markets have proven remarkably resilient.

Natural gas is quickly becoming the engine fueling the growth of AI data centers and the digital economy. From pipelines and LNG exports to the economics of co-located power generation, oil and gas aren’t just legacy fuels, they’re foundational to the future of automation, AI, and global prosperity.

Episode Chapters

  • 0:00 Current Events Impact on Oil Markets
  • 2:59 Strategic Petroleum Reserve (SPR)
  • 4:02 Permian Basin
  • 6:33 Global Oil Demand
  • 11:58 Natural Gas Markets
  • 16:16 AI Data Centers
  • 22:42 Natural Gas Production and Consumption
  • 27:10 Pipelines
  • 28:23 Geology of the Permian Basin
  • 30:25 Quarterly Outlook
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