38: AI as a Lifeline for US Energy and Russian Economic Collapse Guest: Michael Bernstein Michael Bernstein describes how artificial intelligence, which is highly electricity intensive, is providing a "lifeline" to US shale energy, especially natural gas prod

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John Batchelor

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🗓️ 31 October 2025

⏱️ 9 minutes

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Summary

AI as a Lifeline for US Energy and Russian Economic Collapse Guest: Michael Bernstein Michael Bernstein describes how artificial intelligence, which is highly electricity intensive, is providing a "lifeline" to US shale energy, especially natural gas production in Texas, by creating substantial new demand for power infrastructure. This new supply is also fundamentally transforming the European energy landscape, where Russian dominance has been eliminated. Simultaneously, sanctions are forcing major Russian companies like Rosneft and Lukoil into "fire sales" of assets outside Russia at steep discounts.

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0:00.0	The weather. Tomorrow, expect a biting cold front. Hmm, how naughty. I wonder what I'll be
0:06.8	wearing or taking off. The night will be wild and untamed. Expect heavy, lashing rain
0:13.0	that'll soak you to the skin. By Monday, temperatures will rise slowly but surely reaching
0:18.7	their peak in the afternoon.
0:23.0	Not in the mood for miserable weather?
0:25.8	Fly cheaply to Turkey with Sun Express.
0:28.7	Sun Express, nonstop sunshine.
0:35.5	This is CBSI on the world.
0:36.7	I'm John Batchel.
0:39.8	I welcome my good colleague Michael Bernstein, the Hoover Institution,
0:44.5	to take us to the world of energy in the 21st century going forward.
0:47.8	Artificial intelligence, you hear it all the time.
0:49.1	What does it mean?
0:52.3	It means much opportunity, much profit, and much new ways of extracting energy around the world.
0:56.2	Michael, a very good evening to you.
0:58.2	You had me when you said AI and the gas fields.
1:02.1	What is anticipated is next for AI and energy?
1:06.2	Good evening to you.
1:07.4	Good evening to you, and it's a new connection, not, maybe anticipated, maybe not,
1:12.3	but it is great for Texas.
1:13.8	It's great for the Pyramian Basin, and it is great for the United States energy.
1:18.5	AI is very, very energy intensive.
	...

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