Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 51.0 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 37.1 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 41.3 ▲ +0.5 .DCI · Delivery Bots Confidence Index 54.0 ▼ +0.1 Baidu Apollo GoCN 79.6 ▲ +0.4 WaymoUS 77.4 ▼ -0.2 Starship TechnologiesEE 67.6 ▼ -0.6 Pony.aiCN 66.3 ▲ +6.7 NeolixCN 61.9 ▼ -4.6 Serve RoboticsUS 61.6 – 0.0 WeRideCN 58.5 ▼ -1.9 KodiakUS 56.9 ▼ -0.7 CocoUS 55.6 ▼ -2.4 Applied IntuitionUS 52.5 ▲ +0.4 AuroraUS 52.4 ▼ -4.1 Didi Autonomous DrivingCN 47.4 ▲ +6.0 Volvo Autonomous SolutionsSE 44.8 ▼ -2.0 TeslaUS 43.8 ▼ -0.1 MeituanCN 42.6 ▼ -7.8 Bot AutoUS 41.3 ▲ +1.0 MomentaCN 39.6 ▼ -5.0 XPengCN 39.4 ▼ -2.6 MobileyeIL 37.2 ▲ +3.6 ZooxUS 37.0 ▼ -0.6 DeepRoute.aiCN 35.5 ▼ -2.9 Cao Cao MobilityCN 34.6 ▲ +0.7 May MobilityUS 34.0 ▲ +0.7 WaabiCA 32.8 ▲ +1.6 TorcUS 31.9 ▲ +0.3 MotionalUS 31.8 ▲ +0.6 AvrideUS 31.7 ▲ +0.5 Avride PodUS 30.4 ▼ -3.6 WayveGB 28.3 ▲ +0.9 DoorDash DotUS 27.5 ▼ -9.1 MOIA AmericaDE 23.9 ▼ -4.0 VerneHR 23.9 ▲ +2.3 AutobrainsIL 21.8 ▲ +0.2 Stack AVUS 21.1 ▲ +2.7 Tensor AutoUS 19.6 ▲ +4.7 PlusAIUS 19.6 ▲ +1.8 NuroUS 19.5 ▼ -0.9 Helm.aiUS 17.7 – 0.0 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 51.0 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 37.1 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 41.3 ▲ +0.5 .DCI · Delivery Bots Confidence Index 54.0 ▼ +0.1 Baidu Apollo GoCN 79.6 ▲ +0.4 WaymoUS 77.4 ▼ -0.2 Starship TechnologiesEE 67.6 ▼ -0.6 Pony.aiCN 66.3 ▲ +6.7 NeolixCN 61.9 ▼ -4.6 Serve RoboticsUS 61.6 – 0.0 WeRideCN 58.5 ▼ -1.9 KodiakUS 56.9 ▼ -0.7 CocoUS 55.6 ▼ -2.4 Applied IntuitionUS 52.5 ▲ +0.4 AuroraUS 52.4 ▼ -4.1 Didi Autonomous DrivingCN 47.4 ▲ +6.0 Volvo Autonomous SolutionsSE 44.8 ▼ -2.0 TeslaUS 43.8 ▼ -0.1 MeituanCN 42.6 ▼ -7.8 Bot AutoUS 41.3 ▲ +1.0 MomentaCN 39.6 ▼ -5.0 XPengCN 39.4 ▼ -2.6 MobileyeIL 37.2 ▲ +3.6 ZooxUS 37.0 ▼ -0.6 DeepRoute.aiCN 35.5 ▼ -2.9 Cao Cao MobilityCN 34.6 ▲ +0.7 May MobilityUS 34.0 ▲ +0.7 WaabiCA 32.8 ▲ +1.6 TorcUS 31.9 ▲ +0.3 MotionalUS 31.8 ▲ +0.6 AvrideUS 31.7 ▲ +0.5 Avride PodUS 30.4 ▼ -3.6 WayveGB 28.3 ▲ +0.9 DoorDash DotUS 27.5 ▼ -9.1 MOIA AmericaDE 23.9 ▼ -4.0 VerneHR 23.9 ▲ +2.3 AutobrainsIL 21.8 ▲ +0.2 Stack AVUS 21.1 ▲ +2.7 Tensor AutoUS 19.6 ▲ +4.7 PlusAIUS 19.6 ▲ +1.8 NuroUS 19.5 ▼ -0.9 Helm.aiUS 17.7 – 0.0 HUMAINSA 2.1 – 0.0
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Texas Energy - The Road to Autonomy

Texas Energy as the Global Stabilizer from Venezuelan Oil to the AI Boom

Dean Foreman, Chief Economist at the Texas Oil and Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss the evolving landscape of global oil markets and the critical intersection of natural gas and artificial intelligence.

With sanctions lifted on Venezuela, the conversation analyzes the flow of heavy crude to the US Gulf Coast, noting the potential need for over $200 billion in investment to restore Venezuela’s production capacity. Dean explains how US refiners are capitalizing on this heavy feedstock while simultaneously navigating a global market where the US has surpassed Russia and Saudi Arabia as a leading energy producer.

Looking toward the future of energy demand, the discussion identifies natural gas as a stabilizing force for the power grid, essential for supporting the exponential growth of data centers and generative AI. By co-locating power generation with data infrastructure in West Texas, the industry is leveraging record efficiencies to fuel The Road to Autonomy and ensure long-term economic resilience.

Episode Chapters

  • 0:00 Venezuela
  • 7:25 Increasing Global Demand for Oil
  • 9:08 Petroleum Byproducts
  • 11:39 Oil and Natural Gas Exports
  • 13:40 Permian Basin
  • 16:11 Infrastructure Buildout
  • 22:11 Oil and Natural Gas Impact on Texas’ Economy
  • 25:01 Automation & AI
  • 27:52 U.S. Consumer
  • 34:00 Next Quarter
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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