Big Digital Energy
Big Digital Energy is a weekly podcast that covers the latest news in the energy sector, focusing on oil and gas as well as cleantech. Hosted by Chuck Yates, Mark Meyer, and Kirk Coburn, the show offers insights into industry trends, innovations, and market developments. Each episode aims to keep listeners informed about the shifting landscape of energy production and technology.
Episodes
Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26
The sixty day clock on the Islamabad MOU ran out and nobody blinked, so Hormuz is still a coin flip and the diesel crack just printed 102 dollars, bigger than the price of crude itself. Kirk, Chuck, and Mark get into why nobody will build a refinery, how FedEx surcharges quietly lock in higher prices, and whether Meta and Entergy are about to hand Louisiana ratepayers a very long bill. Pl
Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26
EOG drilled two wells in the UAE that look suspiciously like the Eagle Ford, and Chuck has a theory about why. From there it's Amazon dropping a 7.6 gigawatt private gas plant on a West Texas ranch, Vivek Ramaswamy flipping the script on Ohio data centers, and a cattle rancher whose herd is spooked by the noise. Power demand is rewriting land use and politics at the same time, and we are
Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26
Trump wants the oil majors to hand their profits back to the public, and the crew has opinions. From taco trade whiplash in the Strait of Hormuz to Chevron reinventing itself as an infrastructure landlord through the Microsoft Kilby deal, this Collide roundtable unpacks windfall tax theater, BP fleeing a 78 percent North Sea tax bill, and the hidden demand destruction quietly showing up a
Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26
Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is not buying it, and the receipts go all the way back to Greenspan. Then it is deal season, with Magnolia grabbing Wildfire and Matador stacking up two more, all cash and no leverage. Plus SLB is quietly building a billion dollar data center b
Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26
A listener named gopher27 fired back with Bastiat, Krugman, and Thomas Jefferson, and what followed might be the sharpest debate this show has had in two years. From whether Walmart really guts a small town to Middle East escalation rattling crude, a hurricane aiming at the refining corridor, and the messy fight over data centers, water, and farmland, the guys chase it all down.Click here
Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26
Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From there it spirals into why a 141 year old Ohio brick maker got hammered by its power bill, how data centers are quietly rewiring the grid and hollowing out small towns, and whether big oil earnings are about to spark a
US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26
Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the k
Trump's Big Oil Witch Hunt, $58 Cracks Spike & California's Refinery Graveyard | BDE 07.03.26
Gasoline creeps past four bucks and everyone reaches for the same villain, but the real story lives in the refining margin, not the gas station down the street. Arjun Murti of Veriten joins Mark Meyer for a holiday-weekend conversation on why big oil doesn't set your pump price, how refining flipped from the worst business in energy to the best, what California's shrinking refinery count
Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26
Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of parking your car at the Buc-ee's pump. Kirk and Mark break down the new Iran MOU and what the Strait of Hormuz standoff means for crude, why production keeps slipping while exports surge, and the recycled windfall profits tax playbook out of
Lee Raymond Dies, Oil's Pavlovian "Deal" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26
Lee Raymond gets his due first, the Exxon legend who turned the Valdez disaster into a safety overhaul and still holds the record for oil's biggest merger. Then it's whether the Iran deal is real or another oil market head fake, why trading houses like Gunvor are buying gas wells instead of pipelines, and the data center that paid fifty five million just to get its power line built four m
Paxton vs Talarico Goes Nuclear, ERCOT Chokes Data Centers & BP Burns Its Boss | BDE 05.28.26
BP just fired its chairman after eight months, and that somehow is not even the wildest thing this week. The Texas Senate race opens with Ken Paxton and James Talarico already swinging, vegan campaign ads and all. ERCOT's interconnection queue is buried under 410 gigawatts of data center dreams at a 1.5 percent approval rate, so off grid gas starts looking real. Plus a quant trading lab b
Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26
Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude Code licenses, NextEra swallowed Dominion for $67 billion, Devon dropped $2.6B on a Delaware
Reacting to Joe Rogan's Deranged Oil Take, Climate Doomsday Dies & Claude Mead Caged | BDE 05.14.26
Gas hits $7.90 a gallon in LA and Joe Rogan blames Big Oil, so Chuck and Mark grab the mic to set the record straight on California's fuel island, refinery shutdowns, and why nationalizing oil sounds great until you actually think about it. From there it's the death of climate model RCP 8.5, Anthropic's Claude Mead and the Glass Wing trusted partner group, EIA's call for higher residentia
Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26
Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill chatter on DoD lands, the voodoo science of reserves accounting, exec comp tied to flaring mi
Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26
Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and the petrochemical industry over Gulf Coast gas turbines, and Permian gas trading at less than
Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26
Chuck and Mark rip through a week where the White House hauled oil and gas execs in for a drill baby pretty please moment, and capital discipline still isn't bending for $100 oil. They pick apart Trump's energy executive order and its cycle time problem, flag EOG quietly locking up Madison County's Buda play, unpack Paul Sankey on Heathrow jet fuel and Australia's refining collapse, then
Iran Talks Collapse, $100 Oil Rips & Ro Khanna's Windfall Tax Disaster | BDE 04.14.26
Chuck's back, freshly upgraded to co-founder, and Kirk and Mark have plenty to catch up on. This week the guys dig into the Iran nuclear standoff, JD Vance's Islamabad trip, what $100 oil actually means for US producers, Ro Khanna's windfall profits tax proposal, the case for moving BP to Houston, and a proper sendoff for Astros legend Phil Garner.Click here to watch a video of this episo
$100 Oil & Drillers Still Won't Drill, Fertilizer Crash & Harold Hamm's Bet | BDE 03.31.26
Oil markets are under siege and Kirk and Mark aren't sugarcoating it. From the Iran supply shock draining global inventories to the fertilizer fallout quietly heading for your grocery bill this fall, no topic is off limits. They also break down why US producers aren't just drilling on command, the capital discipline story behind the rig count, and Continental Resources' Mercury Pecos Powe
Big Tech's Dirty Energy Secret, Avatar's O&G Shark Tank & The AI Divide | BDE 03.27.26
Kevin Krausert, CEO and Co-Founder of Avatar Innovations Inc., brings a story that starts with a vegan roughneck and ends with a venture studio that's quietly changing how oil and gas companies innovate from the inside out. Chuck and Kevin get into the Avatar model, some clever bets that actually paid off, the coolest ideas that flopped, and why Kevin thinks AI early adopters in energy ar
Qatar LNG Wiped Out, $200 Oil in Asia & Iran's Endgame | BDE 03.20.26
Chuck and Mark are back and wasting no time getting into it. Qatar's LNG infrastructure is heavily damaged, a Red Sea refinery just got hit, and oil markets are absorbing a shock that the IEA apparently never saw coming (surprise). The guys break down regime adjustment vs. regime change, what a prolonged Strait of Hormuz disruption could mean for a global recession, and why gas prices mat
"Robinhood for Oil & Gas": Tokenized Energy, Blockchain Deals & Permian Access | BDE 03.17.26
Oil and gas deals have always been a handshake-and-know-the-right-guy kind of business, but Tokenized Energy is changing that. Chip Simmons and Adrian Macias, co-founders of Tokenized Energy, along with Tim Pawul, President of Minerals and Royalties Authority LLC, join Chuck to break down how blockchain is turning exclusive oil and gas investments into something anyone can access from the
Iran Goes Hot, Oil Spikes & Sells Off, IEA Eyes the SPR | BDE 03.09.26
Oil prices swung wild overnight and the BD War Chronicles rolls on. David Pursell joins Kirk and Mark to break down the SPR numbers, the Jones Act waiver, and why the IEA's emergency reserve is starting to look more like a price cap than a crisis tool. They also get into Iran's mosaic defense, Strait of Hormuz shipping chaos, and why reservoir damage fears are mostly noise.Join the conver
US Bombs Iran, Oil Barely Flinches, OPEC Ramps & the Regime Change Gamble | BDE 03.03.26
The Persian Gulf just became a live fire zone and crude is barely flinching. What does that tell you about where oil markets really stand? David Pursell, EVP Planning Reserves and Fundamentals at Apache Corporation, joins Kirk and Mark to break down the US strikes on Iran, why this is nothing like Operation Midnight Hammer, what OPEC is actually capable of producing, how strategic reserve
Texas Railroad Commission Candidate on Zombie Wells, Injection Crisis & CCS Scam | 02.23.26
Hawk Dunlap, 2026 Republican candidate for Texas Railroad Commission, pulls no punches on zombie wells, produced water injection, and why carbon capture is a taxpayer funded scam. From 27 years of international well control across 100 countries to excavating 150 leaking wells on a Texas ranch, Hawk brings the kind of boots on the ground credibility this conversation demands. The primary i
Chevron Buys Texas Ranch to Dodge Lawsuit, Wind Blade Graveyards & Musk's Space AI | BDE 02.13.26
Kirk, Chuck, and Mark cover Chevron's settlement to buy a West Texas ranch rather than face trial over decades of alleged pollution, Ken Paxton's lawsuit against a fiberglass recycling site turned wind turbine blade graveyard, and Elon Musk's plan to put AI data centers in space powered by solar panels. They debate whether the space data center concept is real or just Musk messing with so
Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26
Kirk Coburn, Mark Meyer, and Chuck Yates tackle Devon's $58 billion merger with Coterra—a Delaware Basin land grab with Marcellus as an afterthought. They break down why scale matters when your cost of capital beats everyone else's, why Oklahoma keeps building great companies Houston eventually swallows, and why data center cancellations reveal America's infrastructure crisis. The real in
Winter Storm Fern Flops, ERCOT Grid Survives & IEA's $15 Trillion Oil Mistake | BDE 01.29.26
Winter Storm Fern exposed the grid's contradictions, New England burned 40% oil for power while sitting 300 miles from the Marcellus Shale, ERCOT's batteries sat idle during $2,000/MWh spikes, and solar panels disappeared under snow. Meanwhile, the IEA quietly restored their realistic demand forecasts after five years of transition fantasy, revealing a $15 trillion underinvestment hole. T
Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26
Kirk, Chuck, and Mark reunite on the Big Digital Energy Show to dissect the week's chaos - from natural gas spiking 75% in five days while Waha trades negative, to Trump's Davos windmill rant and the mainstream media's Greenland invasion hysteria. They break down why Harold Hamm's decision to shut down Continental's drilling makes perfect economic sense at $70 oil, debate whether 50% well
Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26
Venezuela’s “open for business” moment gets a reality check, plus a wild Chavez-in-Houston story that tells you everything you need to know. Mark and David Pursell unpack why Exxon and friends are hesitant, what the EIA gets right and wrong, why the forward curve is the real lie detector, how Iran risk actually moves barrels, BP’s renewable hangover, and Tesla casually speed-running a lit
Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26
Landman day rates have basically been stuck in neutral since 2000, and Kyle Reynolds of RBG Permian walks Chuck through why that’s turning into a real problem as the field vets age out. Along the way they hit what AAPL actually does, why records still aren’t fully digital, how AI is speeding up title work without replacing judgment, and why NAPE is quietly turning into a marketplace for w
Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26
Oil prices, gas at the pump, Venezuela headlines, and a brutally honest scorecard on markets, politics, and global conflict all collide as Chuck and Mark walk through what actually mattered this year. From WTI whiplash and frack spread confusion to Trump’s energy strategy, midterm math, and why narratives keep beating fundamentals, this one feels like a whiteboard session that got a littl
Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25
Headlines love tossing around Venezuela’s “303 billion barrels” like it’s a magic switch, but the reality is messy, expensive, and slow. Mark and David Pursell, Adjunct Professor of Petroleum Engineering, walk through why heavy oil, busted infrastructure, and shaky politics make this a long-cycle rebuild, not a drill-and-chill moment, plus what to watch in markets when the story sounds to
Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25
Trading rigs and rock samples for spreadsheets and shareholder battles, Mark Viviano, CFA from Kimmeridge walks through how he stumbled into energy investing, why shale rewired valuation thinking, and how the sector managed to grow like crazy while lighting free cash flow on fire. The convo hits consolidation, why big institutions mostly hide in the top names, and why activism plus a tech
Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production
Catching yourself rereading last year’s VC emails while you’re back in Silicon Valley is a pretty good way to realize how wild the last 12 months have been. Colin, Chuck, Canisius, and Todd break down how Collide AI is turning fast POCs into real production workflows, why change management is the actual moat, and how a stacked forward deployed team plus community driven distribution is se
2025 Community Year In Review: How Collide Evolved This Year (And What's Next)
Collide basically did its own Spotify Wrapped and the punchline is simple: the community doubled, the conversations got more technical, and the team got way clearer on what Collide is now and where it’s headed. Crystal, Todd, Jacob, and Sydney walk through 2025 stats, why events evolved, how Energy 101 came back, what university partnerships unlocked, why Collider AI took a pause, and the
Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail
Collide AI 2025 Wrapped Part 1 turns into a real talk on why forward deployed engineers win where AI pilots stall, with Michael Cortez, John, and Nick Smart swapping war stories from completions, geophysics, and the startup trenches while they map out how Collide Enterprise moves past basic chat tools into search plus workflows that actually hold up in the real world.Click here to watch a
Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25
Studio one glow up and the gang is officially back as Kirk Coburn, Chuck Yates, and Mark Meyer trade Texas football and tamale truths, then jump into Ford’s EV write down, BP’s CEO shuffle and what it signals, a quick tour of PE continuation funds around Ascent, and Trump turning up pressure on Venezuela before sliding into holiday stories and band lore.Click here to watch a video of this
Can One Governor Candidate Rewrite Alaska’s Energy Future?
Adam Crum brings some serious Alaska energy, literally and figuratively, as he sits down with Chuck to talk about where the state’s headed and how he thinks it can get there. He opens up about everything from playing football at Northwestern to steering Alaska through COVID, all the way to why he thinks the state’s future depends on smarter energy development, fixing outdated policies lik
DOE's $1B Nuke Bet, China’s Coal Loop, & Al Gore’s COP Circus | 11.21.25
Chuck and Mark crank up the camp as they riff on the Landman season two premiere, bouncing from the show’s oil-patch chaos to the real-world energy circus. They torch the DOE Loan Programs Office’s messy reputation while breaking down its latest billion-dollar moves, like the $1B revival of Three Mile Island for Microsoft and AEP’s $1.6B transmission upgrade, along with its surprisingly s
Congress Chaos, FAA Close Call & COP30’s Amazon Irony | BDE 11.15.25
COP30’s giving big “save the trees… after we bulldoze them” energy, and Kirk and Mark are all over it. They roast the idea of hosting a climate conference in the Amazon while clearing land for roads, hotels, and runways, right as private jets zip overhead and new drilling permits get stamped. It’s peak irony, wrapped in green branding. They unpack the politics, the money, the energy reali
The Sable vs. Coastal Commission Showdown, Explained | BDE 11.04.25
California’s energy situation is getting messy, and the story behind it isn’t what most people think. Mark sits down with Mike Umbro, founder of Californians for Energy & Science, to break down how policy decisions, refinery shutdowns, and halted oil production are reshaping the state’s entire energy mix. They dig into why geothermal isn’t the quick fix it’s made out to be, how rising
Gates Backpedals on Climate, Trump’s China “Win,” & US Hits Russia’s Oil Giants | BDE 10.31.25
Bill Gates’ latest climate pivot is stirring things up, and the guys are all over it. Kirk, Chuck, and Mark break down why Gates is stepping away from the emissions-only mindset and putting people back at the center of the climate conversation, think healthcare, infrastructure, and everyday quality of life. From the ripple effects across the energy world to Big Tech’s growing influence, t
Sable Offshore Stalled, BP’s ICC Win, Oil Glut or Tightness?, Waha $0 Gas | BDE 10.18.25
California’s energy mess is heating up, and Kirk and Mark aren’t holding back. They’re calling out what happens when regulators, like the California Coastal Commission, start flexing too hard, leaving companies like Sable Offshore tangled in lawsuits over something as basic as fixing old oil platforms near Santa Barbara. Between the fallout from the 2015 pipeline spill, shrinking refining
Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09
Oil at $500? Yeah, not happening, at least not anytime soon. Kirk, Chuck, and Mark unpack the hype around that wild prediction and explain what’s actually driving oil markets right now. Between OPEC’s chess moves, shifting U.S. production, and global demand swings, there’s plenty to keep traders guessing. They also get into the ripple effects of renewables, how countries are juggling sust
Revolutionizing Fracking with Real-Time Data | BDE 10.08.25
Real-time frac data isn’t some future concept, it’s here, and it’s changing the way completions get done. Chuck Yates sat down with folks from ProFrac and Seismos to break down how AI, automation, and acoustic sensing are turning traditional fracking on its head. Matt Wilks and Panos Adamopoulos talk about ProPilot 2.0 and how closed-loop fracturing is giving operators instant feedback to
Trump’s bold take on climate week, Another BP walkback, solar plant shutdown | BDE 09.26.25
Trump’s Climate Week speech was anything but subtle, and the Big Digital Energy crew had plenty to say about it. Kirk, Chuck, and Mark break down his unapologetic shots at global green agendas, the messy reality of rushing energy transitions, and what it all means for regular people facing rising energy costs. They don’t shy away from calling out China and India’s emissions role, question
Elon Musk data centers, IEA's credibility, Jimmy Kimmel and Charlie Kirk aftermath | BDE 09.20.25
Musk is once again moving faster than the rulebook can keep up. The guys dig into his latest play, Colossus AI data centers, and how he’s flipping old infrastructure into giga-scale operations at a pace that makes regulators look like they’re standing still. From Tennessee to Mississippi, it’s a masterclass in sidestepping red tape while pushing the future of energy and tech forward. Kirk
The Assassination That Shook Free Speech | BDE 09.12.25
The shooting of Charlie Kirk has shaken the political and cultural world, raising hard questions about free speech, safety, and what it means to debate ideas in a time this divided. We talk about Kirk’s legacy, whether you agreed with him or not, as someone who pushed for open dialogue and challenged people to treat opponents as humans instead of enemies. From the ripple effects across po
EQT LNG deal, MA offshore wind, Norway's export dilemma, Shell cancels SAF project | BDE 09.05.25
Norway’s energy playbook has basically turned the country into Europe’s oversized extension cord, but the trade-offs are starting to sting at home. Kirk, Chuck, and Mark get into how Norway’s hydro power and subsea cables made it a powerhouse exporter while leaving its own citizens facing higher electricity bills. They call out how exports are essentially propping up bad energy bets from
NOV & Well Data Labs Are Changing the Game in Fracking | BDE 09.01.25
Forget the old way of running frac jobs, this one’s all about what happens when real-time data meets smart analytics. NOV is pulling in live completions data and turning it into clear visuals, while Well Data Labs layers on AI-powered insights that let operators tweak things like friction reducers on the fly. Chuck sat down with Eric Zenero from Well Data Labs and Kayla Scherer from NOV t
ExxonMobil in Trinidad, Presidio goes public, AI data centers, Putin & Zelensk | BDE 08.22.25
Exxon’s latest play in Trinidad and Tobago is a big one, 2,700 square miles of offshore exploration rights that could reshape energy in the Western Hemisphere. Chuck and Mark break it all down: why this territory matters, how seismic programs are setting the stage for massive discoveries, and what it could mean geopolitically as deepwater exploration heats up. Along the way, they get into
Crude is down, Trump & Putin, EPA CO2 repeal, Enverus sale | BDE 08.11.25
Orsted’s massive $9.5 billion rights offering has the wind power world buzzing and not in the way they’d like. Chuck and Mark unpack how the company got here, from ballooning costs and tangled supply chains to rising interest rates that make financing a nightmare. They look at why the Danish government is stepping in with a taxpayer-backed bailout, what it means for big-ticket projects li
BP hits their biggest oil discovery in a decade | BDE 08.06.25
BP just hit what might be their biggest oil discovery in a decade, and it’s turning heads. We’re talking about a massive hydrocarbon column in Brazil’s Santos Basin, promising structure, but also some tricky CO2 and infrastructure questions that could slow things down. We unpack what this means for BP’s game plan going forward, especially as they try to thread the needle between growth an
wind farm drama, EU trade, Palisades nuclear plant, Baker Hughes acquisition | BDE 07.30.25
Dead whales, wind farms, and Nantucket drama, what's really happening off the South Shore? From plummeting property values to environmental consequences like fiberglass debris and whale deaths, we break down the chaos surrounding the controversial wind farms. Dive into the heated debates between local residents, the Nantucket select board, and Vineyard Wind, the company behind this turbul
CA's refining crisis, PJM capacity, China's $167B dam | BDE 07.25.25
California’s losing refineries, the East Coast grid is running tight, and everyone’s asking, can distributed power actually save the day? In this episode, I break down what’s shaking up the U.S. energy scene, from gasoline price shocks and a shrinking shale rig count to the strain on PJM’s capacity market. We also take a look at how China’s massive hydro play fits into the global picture,
Trump's $90 billion energy plan, Texas pipelines, Chris Wright, Jeffrey Epstein | BDE 07.18.25
Everyone’s talking about AI like it’s all GPUs and algorithms, but the real story? It’s energy. In this video, we break down how the U.S. is quietly turning its energy dominance into an AI advantage. We’re talking big moves from Pennsylvania to Texas, natural gas, nuclear, and renewables coming together to fuel the AI arms race. We get into the details on the Homer City Giga Campus, why E
the horrifying Texas floods | BDE 07.10.25
The Texas floods hit hard, and this episode gets real about what that looked like on the ground. We talk about the heartbreaking moments, the lives forever changed, and the absolute guts shown by folks who stepped up when it mattered most, like camp counselors risking it all to save kids. It’s a raw and personal look at what those camps along the Guadalupe mean to so many of us, and how t
The Truth Behind the Big Beautiful Energy Bill | BDE 07.03.25
The Big Beautiful Energy Bill just passed and let’s just say it’s not all sunshine and wind turbines. We’re unpacking what’s really going on here: why some renewables are suddenly less loved, how oil and gas somehow walked away smiling, and what Alaska had to do with any of it. There’s tax talk (don’t worry, we make it make sense), political chess moves, and a look at what this means for
Israel vs Iran: What's Next for Energy Markets? | BDE 06.16.25
The Israel-Iran conflict is shaking up the global energy landscape, and the effects are being felt from crude oil prices to gas supplies. Tensions are rising, with everything from potential strikes on nuclear sites to the threat of oilfield infrastructure being caught in the crossfire. We’re talking about the risks to key spots like the Strait of Hormuz, how OPEC is reacting to the situat
Trump vs Musk, TX SB-6 - ERCOT, Revisiting Nuke Costs | 25.06.07 BDE
Things are heating up in the world of Trump vs. Musk, as the two giants clash over EV incentives and oil and gas subsidies, do they even exist? Over in Texas, SB-6 is set to give ERCOT the power to pull the plug on massive data centers, cutting down on residential blackouts and shifting some grid responsibility onto developers. But what does that mean for backup power economics? And then
EOG UAE announcement, Trump's Middle East, Texas Energy Fund | BDE 05.23.25
EOG just made a bold move in the UAE, locking down a massive 900,000-acre exploration deal that could change the energy game. We're breaking down how this huge partnership is shaking things up, from US energy diplomacy to Middle East investments, and what it means for the future of unconventional oil and gas. We’re talking tech transfer in the UAE, the shifting dynamics of oil prices, and
Shell and BP Acquisition Rumors? BDE 05.12.25
We're talking tech and how it's totally shaking up the oil and gas world. From AI to game-changing software, and with moves from giants like Shell, BP, and ExxonMobil, we break down the trends and challenges that are reshaping the energy game. Digital Wildcatters is leading the charge on oilfield innovations, while Shell and BP’s strategies are giving us a glimpse into what’s next for the
Spain blackout, US & Ukraine, CCUS headwinds, Majors in Guyana | BDE 05.02.25
Spain hit 100% renewables and then the lights went out. We’re unpacking what actually happened when the grid went sideways and why it rippled into Portugal and France. From the weird culprit (hello, atmospheric vibration?) to why renewables alone might not cut it, we’re talking inertia, batteries, nuclear, and what all this means for grids everywhere. We even throw in ERCOT, Canada’s ener
Trump halts Empire Wind, China ceases exports, crude production plateauing | BDE 04.22.25
Empire Wind just hit the brakes, and we’re breaking down why. From tangled-up environmental red tape to sky-high project costs, this offshore wind giant in New York is facing a major pause that’s sending shockwaves through the energy world. We’re talking rare earth minerals, China’s export power moves, and whether the U.S. is already peaking on oil production. Oh, and Chuck’s got a story
Trump Tariffs, Canadian Federalism, Mubadala | BDE 04.20.25
Collide just pulled off a $5M seed raise and yeah, it’s kind of a big deal. We’re talking about a crew that started out making podcasts and is now building AI tools that are shaking up the energy world. From Mercury Ventures to some serious oil and gas backers, the investment is rolling in. We unpack what this means for automation, the inefficiencies AI might finally kill off, and all the
Trump & Putin, Houthis, Israel strikes, JFK files released | BDE 03.20.25
We’re unpacking how influencers and shifting media landscapes are reshaping sports and energy, breaking down the latest headlines on Rory McIlroy, media monopolies, and even some classic Larry Bird smack talk. On the geopolitical front, we’re diving into US airstrikes in Iran, Trump’s latest call with Putin, and the ongoing Israel-Gaza conflict. Oh, and for the history buffs, we’ve got fr
CERAWeek Highlights, Iranian sanctions, Trump & Tesla | BDE 03.12.25
AI is shaking up the energy world, and we’re here for it. Fresh off the MARC (Minerals and Royalties Conference), we’re unpacking the biggest shifts in energy, how AI is changing the game, why the IEA suddenly has a different tune on global energy policies, and what natural gas and EV adoption mean for US energy independence. We’ll also get into the geopolitical chess match of sanctions a
Trump's Oil Impact, OPEC, Zelensky Peace Proposal | BDE 03.05.25
OPEC just shook up the energy world again, rolling back 2.2 million barrels per day of production cuts, and the ripple effects are huge. Will oil prices climb? Can U.S. shale keep up, or are we looking at a new reality for American production? We’re breaking down what this means for global supply, market stability, and the geopolitical chess game playing out from Saudi Arabia to Venezuela
Carnivore diet, Diamondback acquisition, Texas Energy Fund, BP scrap renewables | BDE 02.24.25
Tennessee is making big moves in tech, and the Colossus XAI facility is proof, housing the world's most powerful supercomputer in a mind-blowing 750,000-square-foot space (and growing). This beast runs on 300 megawatts and is set to scale past a million chips, making it a game-changer for AI and computing. But that’s just the start, we’re also talking about energy efficiency breakthroughs
Trump’s tariffs, 42-Mile conveyor belt, UK dodge gas storage crisis | BDE 02.04.25
Big things are happening in the oilfield, literally. We’re talking about a 42-mile, all-electric conveyor belt hauling frac sand across the Delaware Basin, cutting out thousands of truckloads and making operations safer, cleaner, and more efficient. Bud Brigham and his team just dropped $400 million on this beast, moving 13 million pounds of sand annually and changing the game for shale d
Trump executive orders, Scott Sheffield , can China beat OpenAI? | BDE 01.28.25
Can China really outpace OpenAI? From shaking up the energy world, think Chevron, Exxon, and even Bitcoin mining, to sparking debates on power demands and national security, this one’s got layers. Plus, we’re unpacking how these AI advancements could flip the script for data centers, LNG exports, and even the future of American shale. Oh, and let’s not forget the FTC drama over those big
Bitcoin Miners Are America's Secret Weapon | BDE 01.13.25
Curious about how Bitcoin mining is reshaping global energy? We dive into its critical role in national security with energy expert Lisa Hough. From Africa's innovative operations to major US energy deals, discover why Bitcoin infrastructure is becoming as crucial as oil reserves in historic wars. We explore explosive growth in Bitcoin ETFs, groundbreaking mining tech in remote areas, and
Trudeau resigns, Biden offshore drilling ban, Colorado's battery trains | BDE 01.06.25
What happens when Trump shakes up energy policy in 2025, Trudeau steps down in Canada, and investor sentiment trumps regulations in shaping oil production? It’s a wild ride through the energy world this week as we untangle the latest twists and turns in North America’s energy landscape, like Biden’s offshore drilling ban and some surprisingly clever energy transport moves in Colorado. We’
Exxon's Bold Move into Data Center Power & Meta's Controversial Decision | BDE 12.13.24
Exxon just dropped a bombshell: they’re building a 1.5-gigawatt natural gas power plant, complete with 90% carbon capture, to fuel data centers, and it’s shaking up the tech and energy worlds alike. This bold move brings Big Oil and Silicon Valley closer than ever, and we’re peeling back the curtain on what it all means. From the tech partnerships in the works to the national security ang
Crude Tensions: the Missing Israel - Iran Risk Premium
James Kostohyrz argues there’s a real chance that Israel and Iran are going to war. Like bombs and missiles. Real war. If so, what’s Iran’s first move? Shut down the Strait of Hormuz and immediately block 20% of the world’s oil production. Oh crap. What would that mean for oil prices? It’s a scary yet possible scenario we are facing. Horrifying with huge ramifications for oil pric
Landman TV Series is Changing Energy's Image | BDE 11.26.24
Oil and gas are having a moment, blending old-school grit with new-school tech, and we’re here for it. From the cultural buzz around "Landman" to how energy jobs are shaking off old stereotypes, we're unpacking the human stories behind the rigs and the data fueling tomorrow’s grids. Whether it’s Silicon Valley meeting the Permian Basin or roughnecks embracing automation, the energy world
Chris Wright Energy Secretary, COP29 Finance Week, Burgum's Energy Council | BDE 11.21.24
When a fracking trailblazer and science advocate heads to Washington, you know the energy world is buzzing. This week, we're talking about how Chris Wright, the CEO of Liberty Energy, could shake up U.S. energy policy with his mix of gritty industry experience and no-nonsense pragmatism. From transforming the Barnett Shale to his vision for balancing environmental responsibility with huma
Post Election: Crude oil, OPEC+ and Energy Czars, COP 29, Diamondback | BDE 11.11.24
We're talking about one of the best trades ever made: swapping out Kirk to bring on the legendary Dave Purcell! Dave's done it all, from leading development at Apache to diving into some seriously big ventures. We'll get into his wild ride through the oilfield, hitting everything from hydraulic fracking to global capital strategies, and he’s got insider takes on OPEC moves, the latest in
2024 US Elections LIVE | BDE 11.05.24
Mark and Chuck talk 2024 US Elections LIVE as the results come in.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript.
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Election Predictions, Voting Security Concerns & Energy Policy | BDE 10.29.24
Energy and politics are colliding in a big way, and we’re breaking it all down, no fluff, just the real impact. From the wild swings in energy investments to what upcoming elections mean for drilling, EV mandates, and U.S. energy independence, we’re cutting through the noise. What’s the deal with executive actions on American shale? How do policies shape oilfield automation and drilling i
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