The Natural Gas Revolution: $1.2 Trillion AI Bet Explained | An Interview with Michael Tanner

Michael Tanner from Sandstone Consulting joins the Rice Report to break down the natural gas market transformation happening right now. For the first time in decades, natural gas sentiment is turning bullish while oil faces a bearish long-term outlook. 🔥 KEY TOPICS COVERED: - Why natural gas is called "the widow maker" and why that's changing - $500 billion - $1.2 trillion in AI data center investments - The real reason behind the Venezuela operation (hint: it's not drugs) - Canada's untapped energy reserves and why they're wasted - How oil companies could become Bitcoin treasuries - LNG exports to Europe and the Nord Stream aftermath - Flaring waste: 1.31 billion cubic feet burned annually - Why Trump's "drill baby drill" isn't happening - Greenland, critical minerals, and the new economic zones 💡 SHOCKING REVELATIONS: - There is NO revenue in AI yet - it's purely a race for energy - Natural gas flaring could be captured for Bitcoin mining - 60% of U.S. refineries need heavy crude (Venezuela/Canada) - Data centers consume more energy than small cities - Oil companies looking internationally while U.S. struggles ⚡ ENERGY MARKET INSIGHTS: Michael explains why natural gas prices doubled recently, the competition between data centers and LNG exports, and how the energy landscape is being reshaped by AI infrastructure demands. 🎯 FOR MORE ENERGY NEWS: Check out Energy News Beat podcast with Michael Tanner and Stuart Turley Website: www.energynewsbeat.com Substack: energynewsbeat.substack.com 📊 EXPERT ANALYSIS ON: - Oil & gas rig counts declining - Regional price disparities (Permian vs. Marcellus) - The future of nuclear vs. natural gas - Government regulation impact on drilling - International energy arbitrage opportunities ⏰ CHAPTER TIMESTAMPS: 00:00 - Introduction: The Natural Gas Revolution 02:45 - Why Natural Gas is Called "The Widow Maker" 05:30 - Recent 60% Natural Gas Price Spike Explained 08:15 - Nuclear Power vs Natural Gas: The Real Debate 11:40 - Three Mile Island & Microsoft's Energy Play 15:20 - Data Center Energy Demands: $1.2 Trillion Investment 19:45 - Double Eagle & Continental Resources Going International 23:10 - LNG Exports to Europe: The Nord Stream Aftermath 27:35 - Trump's "Drill Baby Drill" Reality Check 31:50 - Flaring Waste: 1.31 Billion Cubic Feet Burned Annually 35:20 - Venezuela Operation: The Real Story (Not Drugs) 40:15 - Guyana Oil Fields & Exxon's Investment 44:30 - Why Oil Companies Won't Invest in Venezuela 48:25 - Canada's Energy Crisis & Wasted Resources 52:40 - Greenland, Critical Minerals & China 55:15 - Trading Minnesota for Alberta (Joke... Or Is It?) 58:45 - Canada Losing Its Biggest Oil Buyer 01:02:30 - Bitcoin Mining with Flare Gas: The Future 01:07:15 - Regional Natural Gas Price Disparities 01:11:45 - Chevron & Exxon Earnings: Off-Grid Power Questions 01:16:30 - Trump's Tariffs Hurting Oil & Gas Companies 01:21:20 - The Venezuela-Guyana Connection Revealed 01:26:50 - Technocracy & Economic Zones: Club of Rome Map 01:31:15 - Natural Gas Storage & Market Fundamentals 01:36:40 - Oil Companies as Future Bitcoin Treasuries 01:41:20 - HOAs Using Drones: Surveillance State Expansion 01:45:30 - CNX Interview Preview & Energy News Beat 01:48:15 - Five to Ten Year Natural Gas Bull Market Prediction 01:52:40 - Microsoft Subsidizing Community Energy Costs 01:57:10 - Final Thoughts: The Coming Energy Paradigm Shift 02:01:30 - Where to Find Energy News Beat 02:03:45 - Closing Remarks This conversation goes deep into energy markets, geopolitics, and the hidden forces shaping America's energy future. Whether you're an investor, energy professional, or concerned citizen, this is essential viewing. 🔔 SUBSCRIBE for more conversations on money, politics, and faith 👍 LIKE if you learned something new about energy markets 💬 COMMENT your thoughts on the natural gas boom #NaturalGas #EnergyMarkets #AIDataCenters #OilAndGas #Venezuela #BitcoinMining #EnergyNews #TrumpEnergy #Canada #Greenland #LNG #DataCenters #MichaelTanner #RiceReport