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.RCI · Robotaxi Confidence Index 62.3 ▲ +0.3 .ADLCI · Autonomous Driving Licensing Confidence Index 44.4 – 0.0 .ATCI · Autonomous Trucks Confidence Index 41.8 ▼ +0.4 .DCI · Delivery Bots Confidence Index 58.2 ▲ +0.1 WaymoUS 87.0 ▲ +1.3 Baidu Apollo GoCN 84.4 ▲ +2.4 Pony.aiCN 79.2 ▲ +12.5 WeRideCN 77.2 ▲ +8.0 Didi Autonomous DrivingCN 69.5 ▲ +19.4 NeolixCN 67.3 ▼ -5.2 Starship TechnologiesEE 67.0 – 0.0 Serve RoboticsUS 65.9 ▲ +3.1 TeslaUS 65.6 ▲ +5.7 XPengCN 61.8 – 0.0 Applied IntuitionUS 57.7 – 0.0 May MobilityUS 55.5 ▲ +14.7 CocoUS 55.5 ▲ +1.5 KodiakUS 54.1 ▼ -3.3 MeituanCN 53.5 ▲ +10.6 ZooxUS 51.7 ▲ +12.7 DeepRoute.aiCN 51.7 ▲ +3.5 AuroraUS 51.3 ▼ -1.9 MomentaCN 51.2 ▼ -1.2 MobileyeIL 49.3 ▼ -2.4 DoorDash DotUS 48.7 ▲ +3.2 VerneHR 43.3 ▲ +18.3 Bot AutoUS 41.9 ▲ +0.3 Cao Cao MobilityCN 41.8 ▼ -5.6 Avride PodUS 40.4 – 0.0 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 33.5 ▼ -1.3 MotionalUS 32.8 ▼ -2.9 MOIA AmericaDE 32.4 ▲ +0.2 WayveGB 32.2 – 0.0 TorcUS 31.3 – 0.0 Tensor AutoUS 24.1 ▼ -3.2 AutobrainsIL 22.7 ▲ +0.1 Stack AVUS 21.7 – 0.0 NuroUS 21.3 ▼ -0.4 Helm.aiUS 19.3 – 0.0 PlusAIUS 16.6 ▼ -1.2 HUMAINSA 3.7 ▼ -1.4 .RCI · Robotaxi Confidence Index 62.3 ▲ +0.3 .ADLCI · Autonomous Driving Licensing Confidence Index 44.4 – 0.0 .ATCI · Autonomous Trucks Confidence Index 41.8 ▼ +0.4 .DCI · Delivery Bots Confidence Index 58.2 ▲ +0.1 WaymoUS 87.0 ▲ +1.3 Baidu Apollo GoCN 84.4 ▲ +2.4 Pony.aiCN 79.2 ▲ +12.5 WeRideCN 77.2 ▲ +8.0 Didi Autonomous DrivingCN 69.5 ▲ +19.4 NeolixCN 67.3 ▼ -5.2 Starship TechnologiesEE 67.0 – 0.0 Serve RoboticsUS 65.9 ▲ +3.1 TeslaUS 65.6 ▲ +5.7 XPengCN 61.8 – 0.0 Applied IntuitionUS 57.7 – 0.0 May MobilityUS 55.5 ▲ +14.7 CocoUS 55.5 ▲ +1.5 KodiakUS 54.1 ▼ -3.3 MeituanCN 53.5 ▲ +10.6 ZooxUS 51.7 ▲ +12.7 DeepRoute.aiCN 51.7 ▲ +3.5 AuroraUS 51.3 ▼ -1.9 MomentaCN 51.2 ▼ -1.2 MobileyeIL 49.3 ▼ -2.4 DoorDash DotUS 48.7 ▲ +3.2 VerneHR 43.3 ▲ +18.3 Bot AutoUS 41.9 ▲ +0.3 Cao Cao MobilityCN 41.8 ▼ -5.6 Avride PodUS 40.4 – 0.0 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 33.5 ▼ -1.3 MotionalUS 32.8 ▼ -2.9 MOIA AmericaDE 32.4 ▲ +0.2 WayveGB 32.2 – 0.0 TorcUS 31.3 – 0.0 Tensor AutoUS 24.1 ▼ -3.2 AutobrainsIL 22.7 ▲ +0.1 Stack AVUS 21.7 – 0.0 NuroUS 21.3 ▼ -0.4 Helm.aiUS 19.3 – 0.0 PlusAIUS 16.6 ▼ -1.2 HUMAINSA 3.7 ▼ -1.4
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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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