Explorez tous les épisodes du podcast Big Digital Energy
| Titre | Date | Durée | |
|---|---|---|---|
| Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26 | 22 Sep 2026 | 00:50:07 | |
Saudi Aramco told at least two European term refiners they get zero crude in October, and all three Saudi export routes are impaired at once. Tim Burchett wants a diesel export ban, six EU countries want a windfall tax on oil profits, and Chuck pitches a Big Inch style plan to build Gulf Coast refineries under emergency powers. Plus Pakistan shutting markets at 9pm, Abbott freezing Texas data center permits, and an argument over behind the meter. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Chuck's New Haircut 02:28 Burchett Wants an Export Ban 05:23 Saudi Cuts Europe Off 09:53 Germany's Energy Own Goal 15:47 EU Windfall Profits Tax 18:00 Chuck's Big Inch Plan 23:57 Pakistan Rations Fuel 28:11 AI Tokens and Data Centers 32:48 DeepSeek Undercuts Everyone 34:49 Abbott Freezes Texas Permits 40:58 Winning the AI Race 44:30 Airlines and Recession Risk 47:43 Which Models Collide Uses 49:25 Taco Bell Closer https://twitter.com/collide_ai | |||
| Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26 | 16 Sep 2026 | 01:04:20 | |
Distillate inventories are scraping bottom right as winter shows up. Maine heating oil is already past 5.30 a gallon, the Exxon Joliet refinery went down on a utility failure, and Irving's Saint John plant is out 75 days. European gas ran from 23 to nearly 30 per MMBtu while the EU quietly cut its storage target, and Chevron's Mike Wirth says the buffers are gone. Plus Ukraine keeps hitting Russian refineries, AI CEOs ask Washington for a leash, and the quietest hurricane season since 1950. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Chuckless Birthday Edition 1:10 Sark Manning And AI Slop 5:50 UT Photo Goes Viral 9:01 Diesel And Distillate Crunch 14:32 The Pipelines That Died 17:38 Nantucket Drought Loans 20:09 Europe Scrambles For Gas 22:46 Hormuz Mines And Deals 28:07 Ukraine Hits Russian Refineries 31:04 AI CEOs Want Regulation 36:07 Token Burn And AI Flaring 39:16 EPA Rescinds Power Rules 41:05 Quietest Hurricane Season 43:24 Wirth Says Buffers Gone 47:12 Where The Amateur Line Went 53:24 Listener Questions On Refining 59:58 Jacob Jumps In https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26 | 08 Sep 2026 | 00:57:29 | |
Chevron is the only super major stepping into Venezuela, committing 7 billion across two JVs and targeting 600,000 barrels a day by 2031, while Exxon still calls the country uninvestable. Citadel keeps bidding on physical shale oil after Paloma and losing Wildfire to Magnolia. Energy Secretary Chris Wright says a nuclear deal with Iran may never happen. Plus Paul Ryan on the Overton window, 40 trillion in debt, diesel doing the real damage and the permitting reform that died with Manchin. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Mark is back 00:55 Paul Ryan and the Overton window 03:39 Trump versus the Fed 05:48 Diesel is the real problem 08:49 Seven months and counting 10:57 Rhino politics and what comes next 15:11 Chevron bets seven billion on Venezuela 19:00 Nobody else wants Venezuela 22:31 Guyana as the better bet 25:26 What actually changed in Caracas 30:17 No nuclear deal with Iran 36:29 Safer but at what cost 39:14 The permitting reform that never came 43:05 Citadel hunts shale oil 46:51 Hedging as the real edge 50:58 Builders sell traders buy 55:27 Remembering September 11 https://twitter.com/collide_ai | |||
| Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26 | 01 Sep 2026 | 00:56:35 | |
Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what PDVSA has to be paid to cooperate. Plus Druckenmiller calling out his old Soros desk mate Scott Bessent on Treasury buybacks, ranking the super majors, and 40 trillion in debt. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Houston Food Dives Without Mark 04:55 Trump's Venezuela Oil Deal 07:17 Defending Trump on the SPR 11:12 PDVSA Royalties and Ohio Shale 14:48 Would You Take the Meeting 19:14 Persia, BP and the Hundred Year Warning 24:21 National Oil Companies and Real Operators 25:49 Conoco Claims and CEO Changes 27:48 Tim Cook, Apple and AI CapEx 31:53 Ranking the Super Majors 36:34 Bessent Versus Druckenmiller 40:40 Oil Talked Down and AI Editorials 42:49 Where the First Opportunity Lands 46:03 Lightning Round 48:35 Forty Trillion in Debt 52:13 Tier Lists and Shout Outs https://twitter.com/collide_ai | |||
| U.S. Energy In A Changing Global Market with Sean Maher | 26 Aug 2026 | 01:05:54 | |
Energy markets are shaped by more than a headline price. In this Community Call, Sean Maher, VP of IR and Chief Economist at Phillips 66, joins us for a macro-level conversation on the forces moving today’s energy landscape. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Sean Maher and Phillips 66 0:02:15 Diesel Cracks and Margin Outlook 0:05:12 Damage to Russian Refining 0:09:15 Demand Resilience and Turnarounds 0:13:10 AI Inside the Plants 0:19:37 Gasoline Versus Diesel Demand 0:24:36 El Nino and Distillate Inventories 0:26:19 Global Demand and Record Exports 0:30:16 Value of US Infrastructure 0:33:17 Cost of Building New Capacity 0:36:00 Global South Priced Out 0:38:58 Fractionation and Permian NGLs 0:43:55 Export Dock Capacity 0:46:03 Canadian Egress and WCS Diffs 0:50:17 Venezuela Versus Canadian Heavy 0:53:35 Energy Sector Rerating 1:02:10 Why Energy Education Matters 1:04:39 Bonnies Basketball Sign Off https://twitter.com/collide_ai | |||
| Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26 | 25 Aug 2026 | 00:59:45 | |
Diesel cracks just hit 102 dollars a barrel while the Treasury Secretary says he does not understand why oil spiked, which tells you everything about a products led market. Hormuz sits at day 176 with transits down 86 percent, Buc-ee's makes more on beaver nuggets than it does on diesel, and the SPR is now a strategic suggestion. Then there is AI flaring, the case that token burn on drifting bots is the same waste as burning gas you already paid to produce. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 0:00:00 Bessent doesn't understand the oil spike 0:02:34 Macro guys versus the physical traders 0:05:26 The 102 dollar crack spread 0:08:29 What it actually costs at the pump 0:10:25 A strategic suggestion, not a reserve 0:15:48 Hormuz, day 176 0:20:05 Who runs short on diesel this winter 0:22:55 Australia emptied the whole clip 0:29:55 Phillips 66, Elliott, and Streamline 66 0:33:27 Structural or cyclical 0:38:24 AI flaring and the token burn problem 0:46:52 Bots, drift, and Grok running all night 0:49:05 Amazon builds an island in Pennsylvania 0:53:44 ERCOT's December audit math 0:57:18 A weekend in Telluride 0:58:43 Remembering Frank Beard https://twitter.com/collide_ai | |||
| Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26 | 19 Aug 2026 | 00:48:50 | |
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. Plus live questions from the Collide audience and a heartfelt sendoff for OJ Brigance. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Flock of Seagulls and concert stories 04:31 Hormuz deadline passes with no deal 08:43 Blaming the IEA for tight refining 12:16 Diesel crack spread hits a record 18:02 Fuel surcharges and the inflation ratchet 24:21 Meta, Entergy, and ten new gas plants 29:06 The case for behind the meter power 31:42 Capacity offline and the water question 37:29 Why nobody is building a refinery 41:50 OPEC unwind and closing tributes
https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26 | 14 Aug 2026 | 00:41:05 | |
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 here for it. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Catching up 01:12 EOG's UAE wells 03:04 Chuck's theory on the rock 04:43 Who captures the value 10:07 The copycats are coming 11:52 Amazon's West Texas gas plant 14:14 Behind the meter is the grid now 17:45 A prediction about Ercot 19:38 Gas leaving the pipelines 21:13 Eminent domain and interconnects 24:40 Ferc and crossing state lines 26:13 Ramaswamy's Ohio data center plan 29:25 The rancher pushback 31:16 Costs, jobs, and tax abatements 35:14 Fermi America and the nuclear question 39:20 Wrapping up https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26 | 05 Aug 2026 | 01:03:04 | |
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 at Applebee's. Plus bling, beaver nuggets, and a heartfelt close. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 0:00:00 Van Halen reunion energy 0:00:53 Trump's tacos, tantrums, and the Strait 0:06:37 Windfall tax outrage and the margin math 0:14:49 Chevron's Kilby bet: oil company turns landlord 0:25:38 Refiners printing money and demand destruction at Applebee's 0:32:36 BP bails on the North Sea, eyes Houston 0:38:11 Darren Woods vs Brussels on methane rules 0:47:34 Bling, Bucky's, and beaver nugget economics 0:53:29 Landman cameo dreams and West Texas 0:56:22 Mark's reflection and a Collide thank-you https://twitter.com/collide_ai | |||
| Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26 | 28 Jul 2026 | 00:38:32 | |
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 business with Liberty, and somebody deserves a raise for selling that one. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 A rough start 00:43 The 2028 gas shortage call 04:46 Why the shortage never shows up 06:16 Lessons from 2001 10:04 The reserves nobody modeled 14:16 Permian gas and LNG contracts 17:49 Deal season: Magnolia and Matador 19:19 Why private equity is selling 23:28 What the deals are really worth 30:32 SLB and the Liberty alliance 36:36 Jones Act next week https://twitter.com/collide_ai | |||
| Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26 | 21 Jul 2026 | 00:44:12 | |
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 to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 gopher27 vs Kirk: Walmart, corruption, and local dollars 07:28 Middle East escalation and the market shrug 13:10 Trump, a Beatles hoax, and a pipeline theory 15:27 Hurricane season meets the refining corridor 19:09 The Jones Act and record exports 23:05 Data centers vs farmland by the numbers 34:18 New York's moratorium and local pushback 36:39 Project Kilby, brackish water, and cooling 42:57 Almond milk math and signoff https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26 | 15 Jul 2026 | 00:52:12 | |
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 another round of Washington theater. read Old Man Coffee Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Concerts and catching up 04:12 Iran and the 20% tanker toll 09:08 Drones and asymmetric warfare 11:31 Houthis, Saudis, and the spillover 19:26 Midterms and the energy fallout 23:31 An Ohio brick maker gets crushed 24:40 PJM capacity charges and data centers 32:37 The Walmart effect on small towns 39:08 Q2 oil and gas earnings incoming 42:03 Remembering Lindsey Graham https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26 | 09 Jul 2026 | 00:33:33 | |
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 knowledge stuck in your employees' heads may be your best data, and what Collide is doing to capture it. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Iran strikes and a ceasefire coming apart 03:39 Should the US be the world's enforcer 06:59 Seizing an oil island and shale's quiet flex 08:21 A Saving Private Ryan soccer detour 10:09 SPR draws and where oil sits 12:00 Russia's diesel ban and refineries under drones 15:25 Diesel, inflation, and the midterm math 18:43 Four supply shocks, three continents 19:51 Cheap drones rewriting warfare 21:20 Alex Karp on AI models eating their customers 28:28 Who's really king of IP theft 30:15 Tribal knowledge as the real data goldmine https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Trump's Big Oil Witch Hunt, $58 Cracks Spike & California's Refinery Graveyard | BDE 07.03.26 | 03 Jul 2026 | 01:02:47 | |
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 really signals, and the Lee Raymond mindset that still shapes how smart operators ride the cycle. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Welcome and Arjun's background 02:55 Remembering Lee Raymond 10:09 Trump, gas prices, and the price gouging myth 18:17 When energy policy actually got it right 24:09 How refining went from worst business to best 28:21 Barriers to entry and the safety tightrope 32:47 California's refining wall 36:01 The Jones Act and shipbuilding 38:09 Environmental policy vs climate crisis 43:22 Ethanol, RINs, and ag politics 46:35 Capitalism, shale, and the LNG boom 49:45 What comes next for the upstream 53:40 Oil prices and the Big Tech double standard 57:48 Adapting to 2026 and the road ahead https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26 | 23 Jun 2026 | 00:52:00 | |
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 Warren and Whitehouse. It lands on the SpaceX IPO and the builder versus blame mindset worth chewing on. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Cold open and weekend banter 02:35 Soccer, baseball, and the MLB labor cliff 05:38 The Iran MOU and the Hormuz standoff 12:14 Iran vs the Venezuela playbook 14:48 Cushing at tank bottoms 17:21 Physical vs financial and the SPR draw 22:15 Production, rigs, and capital discipline 25:55 Heavy crude and headlines vs reality 27:20 The Buc-ee's debate 32:19 Warren, Whitehouse, and the windfall profits tax 38:23 Attention spans and the state of discourse 41:31 The SpaceX IPO and the builder vs blame mindset 45:27 Rockets, methane, and ESG scores 48:18 US Open at Shinnecock and the wrap https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Lee Raymond Dies, Oil's Pavlovian "Deal" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26 | 15 Jun 2026 | 00:46:18 | |
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 months early. Waha gas math, flaring pain, and a questionable David Lee Roth show close it out. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Remembering Lee Raymond 04:58 The Bonneville and the triplets 06:40 Moving Exxon from Manhattan to Texas 08:08 The 357 million dollar retirement fight 10:13 Is the Iran deal real 16:01 Oil markets and the Trump deal tracker 17:52 Trading houses buying gas assets 21:22 The Enron playbook returns 23:49 Credit capital moves into gas 25:56 Gas to power and selling electrons 31:08 Waha gas below zero and flaring 33:55 Pipeline egress and the BTU problem 37:04 The 55 million dollar Twinkle Line 40:55 David Lee Roth and learning to Claude code https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Paxton vs Talarico Goes Nuclear, ERCOT Chokes Data Centers & BP Burns Its Boss | BDE 05.28.26 | 29 May 2026 | 00:48:09 | |
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 built with Claude, Cushing draws getting tight, the shaky Iran ceasefire, and a Wuhan study with some nerve. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Texas Senate race kicks off, Paxton vs Talarico 08:22 - Welcome and a little name dropping 09:38 - Summer mode and baseball season 10:46 - Building a trading lab with Claude 15:02 - ERCOT's data center interconnection logjam 25:52 - BP fires another one at the top 33:45 - Iran strikes and the shaky ceasefire 37:40 - SPR and Cushing draws getting tight 43:44 - Iran's pollution plume and a Wuhan study
https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26 | 22 May 2026 | 00:47:26 | |
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 lease sale, and XAI is running 46 turbines without federal permits. Physics keeps showing up uninvited. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Nantucket, baseball, and barehanded line drives 01:38 Venezuela back in play and Exxon's un-investable reversal 10:31 SPR draws, tank bottoms, and summer driving season 16:33 Sparkling water inflation check 17:03 Microsoft cancels Claude Code and the AI energy bill 22:22 Strait of Hormuz, insurers, and Iran's slow rebuild 24:33 Devon spends $2.6 billion on a BLM lease sale 27:17 Delaware Basin economics and Taylor Sheridan as an oil man 33:07 NextEra buys Dominion in a $67 billion deal 37:14 Nantucket property taxes and the ratepayer problem 40:07 XAI's 46 turbines, the EPA, and Colossus 2 44:30 Texas vs Massachusetts taxes and Memorial Day sign-off https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Reacting to Joe Rogan's Deranged Oil Take, Climate Doomsday Dies & Claude Mead Caged | BDE 05.14.26 | 14 May 2026 | 00:40:47 | |
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 residential power bills, and Geraldo Rivera's wild plan for the Strait of Hormuz. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Rogan's gas price rant and California's fuel island 08:25 Nationalize oil? The shale revolution counterargument 13:13 John Fogerty backstage and the stolen guitar 16:33 Climate models, RCP 8.5, and a PSA about your PSA 26:25 Claude Mead, Glass Wing, and OpenAI's Daybreak 30:51 EIA outlook and rising residential power bills 34:27 Geraldo, the Strait of Hormuz, and the Zapruder film https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26 | 07 May 2026 | 00:54:35 | |
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 mitigation, and where Anthropic fits in the gigascale power buildout. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Cold open and Chuck on assignment 01:15 - Iran headlines and crude's air pocket 04:35 - The Trump and Xi summit ahead 07:00 - SPR refill ideas and DoD lands 13:00 - The voodoo science of reserves 21:00 - Goldman, BP and the reserve replacement game 25:00 - Exec comp and flaring mitigation 30:00 - AI tooling and grid intermittency 38:00 - Anthropic and the speed to power race 46:30 - An engineering project, not a science fair 53:30 - Wrap https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26 | 01 May 2026 | 00:46:21 | |
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 nothing. Plus a salute to David Allan Coe. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 SPR draws and screaming inventory declines 03:00 Gas prices and the run-up to summer driving season 04:30 Valero Port Arthur refinery still bleeding diesel and jet 05:30 Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal 07:30 Kirk on the war, chokepoints, and food price spillover 11:00 UAE walks away from OPEC+ 16:50 Saudi PIF defunds LIV Golf 19:30 The painful path back for LIV defectors 22:30 Cracks in Saudi's regional grip 23:30 Mary Barra still betting GM on EVs, and the hybrid case 27:00 What implodes next, NATO and the EU on the list 28:20 A wild idea, privatize the Strait of Hormuz 31:15 Big Tech's $750B data center CapEx party 33:40 The knife fight, AI versus petrochem for gas turbines 41:30 Brent over $100 while Permian gas trades negative 43:30 In memoriam, David Allan Coe https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26 | 24 Apr 2026 | 00:50:39 | |
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 close with Rick Perry's push to legitimize ibogaine treatment for addiction and PTSD. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Tex-Mex talk and black hoodies 04:16 Drill baby pretty please 13:14 Industry messaging and the greedy myth 18:49 Trump's energy executive order 25:22 Budagate and EOG in Madison County 26:30 Sankey on Heathrow and Australia 30:46 Blame game politics and gasoline sticker shock 37:17 Rick Perry's push for ibogaine https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Iran Talks Collapse, $100 Oil Rips & Ro Khanna's Windfall Tax Disaster | BDE 04.14.26 | 14 Apr 2026 | 00:50:49 | |
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 episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Chuck returns as co-founder 03:30 - Iran, Strait of Hormuz, and nuclear talks 09:00 - US oil production and export capacity 23:40 - Windfall profits tax debate 30:30 - Tesla, autonomous driving, and gas prices 32:30 - OJ Simpson and Fox News tangent 38:35 - BP, activists, and the case for Houston 46:00 - Remembering Phil Garner https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| $100 Oil & Drillers Still Won't Drill, Fertilizer Crash & Harold Hamm's Bet | BDE 03.31.26 | 31 Mar 2026 | 00:48:33 | |
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 Power project proving Harold Hamm still runs circles around everyone. Chuck's latest blog: Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Welcome and Mark's big news 02:07 Iran supply shock and global oil markets 10:20 US producers and the drilling pressure debate 20:17 Fertilizer prices and food supply fallout 22:38 Energy policy critics and the IEA 29:52 EU energy vulnerability 31:02 Retail gas prices and demand destruction 37:31 Continental and Mercury's Pecos Power project 45:08 ERCOT opportunity and molecule-to-megawatt plays 47:31 Wrap up https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Big Tech's Dirty Energy Secret, Avatar's O&G Shark Tank & The AI Divide | BDE 03.27.26 | 27 Mar 2026 | 00:50:30 | |
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 are about to leave everyone else in the dust. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Vegan Roughneck Origins 03:16 - Big Tech's Energy Wake-Up Call 07:14 - What Avatar Innovations Actually Is 08:33 - How the Program Works 11:10 - Bragging Rights: Production Optimization Win 14:25 - Turning Oilfield Emissions Into Beer CO2 15:13 - Smart Grid Splice Monitoring Tech 18:26 - How to Get Into the Avatar Program 22:00 - AI-Optimizing Condensate Stabilizers 24:05 - The Shale Revolution and Suspending Convention 27:14 - Who Drives Innovation in Oil and Gas 30:03 - AI as the Single Source of Truth 35:38 - Building AI Sandboxes for the Oilfield 38:09 - Open CLAW and Observations from Nvidia GTC 39:51 - What a VC Legend Taught Chuck About Markets 42:04 - The Best Ideas That Didn't Work 45:58 - Know Your Loss Point Before You Start 49:30 - How to Connect With Kevin and Avatar https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Qatar LNG Wiped Out, $200 Oil in Asia & Iran's Endgame | BDE 03.20.26 | 20 Mar 2026 | 00:33:06 | |
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 matter more politically than anyone wants to admit. Then somehow they land on Mean Joe Green, Chuck Norris, and Astros opening day. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 0:00 - Intro and catching up 2:00 - Iran conflict and energy infrastructure strikes 5:00 - Qatar LNG damage and supply disruption 10:00 - Regime change vs. regime adjustment 12:00 - Oil price predictions and IEA criticism 14:00 - Europe energy security concerns 17:30 - Strait of Hormuz and recession risk 18:30 - Gas prices and US political reality 23:30 - US military effectiveness 25:00 - RIP Mean Joe Green and Chuck Norris 28:00 - Astros opening day and the WBC 32:30 - Wrap up https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| "Robinhood for Oil & Gas": Tokenized Energy, Blockchain Deals & Permian Access | BDE 03.17.26 | 17 Mar 2026 | 00:55:01 | |
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 their phone for as little as 500 bucks. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 0:00 - Intro and what Tokenized Energy actually does 3:01 - Breaking down the barriers to oil and gas investing 6:00 - Inside the platform: data rooms, deal structure, and SPVs 9:05 - Building your own personal oil and gas portfolio 10:11 - Deals on the platform and how they launched 12:23 - Buyer minimums, price setting, and the CarMax model 14:07 - How sellers get assets on the platform 17:14 - Early beta results and what surprised them 21:34 - Chuck's soapbox: making oil and gas sexy again 25:37 - 5-year vision: stablecoins, yield tokens, and secondary markets 31:44 - Why the US is behind on tokenization adoption 38:17 - WTI tokens, commodity-backed digital assets, and optionality 46:19 - Overcoming the "vaporware crypto" misconception 49:09 - Robinhood for oil and gas and where digital investing is heading 52:50 - How to access the platform and get in touch https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Iran Goes Hot, Oil Spikes & Sells Off, IEA Eyes the SPR | BDE 03.09.26 | 10 Mar 2026 | 00:43:46 | |
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 conversation shaping the future of energy. Click here to view the episode transcript. 0:00 Oil prices and SPR breakdown 7:00 IEA history and emergency reserve mission creep 10:00 Iran conflict update and Khamenei succession 17:00 Mosaic defense and Strait of Hormuz 22:00 Floating storage and curtailments 25:00 US crude exports and diesel prices 29:00 Reservoir damage myths debunked 35:00 Market predictions and wrap up https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| US Bombs Iran, Oil Barely Flinches, OPEC Ramps & the Regime Change Gamble | BDE 03.03.26 | 03 Mar 2026 | 00:48:08 | |
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 reserves are everyone's insurance policy, and whether the real story here is regime change, not barrels. Join the conversation shaping the future of energy. Click here to view the episode transcript. 0:00 US strikes on Iran and initial oil market reaction 2:50 Shipping disruptions and Strait of Hormuz concerns 5:30 Weeks not days and the case for regime change 7:26 Who actually cares and global market impact 11:35 Iranian oil on tankers and strategic reserves 14:54 OPEC production increases and spare capacity questions 18:48 Strait of Hormuz as a chokepoint 21:03 The regime change problem and keeping the lights on 29:19 Sunni-Shia dynamics and what comes next 34:14 Structurally bearish factors and why the market yawns 41:50 US oil demand growth and fundamentals check 44:04 The IEA critique corner https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai | |||
| Texas Railroad Commission Candidate on Zombie Wells, Injection Crisis & CCS Scam | 02.23.26 | 23 Feb 2026 | 01:15:41 | |
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 is March 3rd. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 0:00 - Intro and Hawk Dunlap origin story 4:46 - Well Control Management and international career 8:19 - The Container Ranch and zombie wells 13:43 - Excavating 150 wells and what they found 18:20 - Litigation, Railroad Commission, and accountability 27:18 - Produced water injection as the defining issue 28:53 - Water recycling and the orphan well fund 36:21 - Orphan well plugging program problems 45:01 - Carbon capture and why Hawk opposes it 56:28 - Railroad Commission name change 1:01:11 - AI and risk assessment for orphan wells 1:12:21 - Campaign trail and closing thoughts https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Chevron Buys Texas Ranch to Dodge Lawsuit, Wind Blade Graveyards & Musk's Space AI | BDE 02.13.26 | 13 Feb 2026 | 00:42:34 | |
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 software guys, discuss BP suspending share buybacks to reduce debt after their energy transition distraction, and reflect on Expand Energy leaving Oklahoma City nearly a decade after Aubrey McClendon's death, marking the end of an era for the company he built. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Welcome and first concert stories 02:11 - Chevron West Texas ranch settlement 08:27 - Environmental litigation implications 11:12 - Wind turbine blade graveyard lawsuit 17:23 - Green energy waste problem 19:02 - Elon Musk's space AI data centers 24:24 - Building data centers in space 27:35 - Earth's electricity limitations 30:55 - Space compute infrastructure race 33:16 - BP suspends share buybacks 37:38 - Expand Energy leaving Oklahoma City 41:19 - Houston's oil and gas consolidation https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26 | 06 Feb 2026 | 00:43:09 | |
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 insight? PJM's grid failures prove you can't bolt 21st century AI demand onto 20th century infrastructure with 19th century permitting. Plus: Trump's trade flurry, China's mineral monopoly, and why we have 2 icebreakers while Russia has 54. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Goldman's Jersey City building and Connecticut commuters 01:36 - Collide's IRR triples with software sales 03:19 - Why retail AI can't handle deep energy verticals 05:50 - Devon-Coterra merger breaks: $58B Delaware play 08:29 - $1B in synergies means AI replaces people 11:03 - No-premium stock mergers finally catch on 13:19 - Panther to WPX to Devon Delaware journey 15:11 - Oklahoma builds energy companies Houston acquires 17:12 - Grok's brutal take on the merger 20:15 - Scale drives cost of capital advantages 22:13 - Data center cancellations spike from 6 to 25 25:23 - Microsoft's Azure growth disappoints Wall Street 27:18 - Why AI compute costs become investor concerns 29:20 - Collide builds Spindletop for on-prem processing 31:40 - Data centers pivot from urban to distributed models 33:40 - PJM cancellations expose grid reliability crisis 36:31 - Trade policy lightning round begins 39:14 - US shipbuilding can't compete with China's 300x capacity 41:37 - Rubio builds OPEC for critical minerals https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Winter Storm Fern Flops, ERCOT Grid Survives & IEA's $15 Trillion Oil Mistake | BDE 01.29.26 | 29 Jan 2026 | 00:43:27 | |
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. Toby Rice reminded everyone what actual energy leadership looks like by getting wells back online in a hard hat instead of pontificating from Davos. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. You're Not Getting Another Corporate Job (Here's the Bypass) | Unrigged 001 https://youtu.be/l9Afd5ZsoFw?si=Gu8-y7S-S0MxfpJl 00:00 - Grading Winter Storm Fern's impact across regions https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26 | 23 Jan 2026 | 00:43:16 | |
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-level returns ever translated to actual corporate performance, and explain how OPEC's Amine Nasser is signaling that global spare capacity is actually lower than the 2.5% he's publicly claiming. Plus, the crew explores how AI-native workflows are creating trillion-dollar opportunities by capturing decision-making data that Excel spreadsheets and Salesforce never could, all while Kirk dodges the incoming Dallas ice storm from his parents' house. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. Cody Jinks & Ward Davis - Full Interview | Late August Sessions Ep. 1 https://youtu.be/p2qmKBTrWLU?si=t5q3HXo8-bp9cU7x
https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26 | 19 Jan 2026 | 01:02:20 | |
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 lithium refinery in Texas. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Tech hiccups and setup 01:00 Chavez Houston story 05:00 Trump press conference and Venezuela hype 08:00 Why Venezuela isn’t investable 14:30 EIA outlook and US production 19:00 Rigs, frac spreads, and revisions 22:00 Backwardation vs contango 27:00 Iran supply risk 30:30 Condensate and power constraints 38:30 Geopolitical risk premiums 40:30 BP write-downs and strategy shifts 46:30 Energy transition reality check 53:30 Tesla lithium refinery in Texas 56:30 Data centers and power scramble 01:01:30 Wrap-up and outlook https://twitter.com/collide_io | |||
| Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26 | 14 Jan 2026 | 00:42:54 | |
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 way more than just oil and gas. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Oscars cold open and grim stats tease 01:00 AAPL basics and what it actually does 03:20 The field landman shortage and aging workforce 05:10 Day rates vs inflation and the ROI argument 06:05 Why tech hasn’t removed courthouse work 12:15 Speeding up drill readiness with better pay and tools 15:30 AI in land work, productivity, and replacement fears 20:00 Why humans still need the rules to break them 26:00 Data centers, minerals, and land becoming the bottleneck 33:20 NAPE dates, format changes, and what’s new 36:20 Hubs: bitcoin, minerals, rare earths, offshore, data centers 39:05 Energy is really electrons now 41:10 Paying for quality and avoiding expensive cleanup later https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26 | 10 Jan 2026 | 01:08:02 | |
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 little too real. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 New year banter and market mood 02:00 WTI and gasoline reality check 05:00 Frac spreads, rigs, and production confusion 10:30 Venezuela headlines vs fundamentals 16:00 Energy stocks and discipline 19:00 Grading the administration 25:00 Immigration, wars, and geopolitics 39:00 Tariffs, trade, and supply chains 47:00 Energy transition reality check 53:00 2026 oil and gas predictions 59:00 Midterms outlook and wrap-up https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25 | 09 Jan 2026 | 00:58:47 | |
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 too easy. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Intro and why Venezuela is everywhere 02:10 David’s Venezuela background and PDVSA history 07:40 Why production is hard to restart 09:20 Reserves vs resources and the heavy oil problem 12:45 Refining limits and why Canada filled the gap 16:05 Capital, contracts, and what companies actually watch 24:45 Guyana, Argentina, and above-ground risk 29:00 Inventories, OPEC, and where the “surplus” is hiding 37:15 What to watch over the next 18 months 50:10 Saudi data story and why numbers get political 55:20 Teaching, capstone, and wrapping up https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25 | 24 Dec 2025 | 01:05:28 | |
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 technical bench might be the only way to get boards to move faster. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Safe harbor and why this convo exists 01:15 Mark’s path into investing 03:05 Building credentials and breaking into research 05:16 Landing on the energy team 08:03 Conventional to shale and valuation shifts 13:18 The negative free cash flow era 16:29 Why energy shrank inside the S&P 17:24 Too many public E&Ps and consolidation 20:18 Institutions hug the biggest names 23:06 Expertise drain and small caps struggle 28:54 Leaving Wellington and joining Kimmeridge 32:03 Why activism matters in energy 37:05 Timing the move into 2020 40:10 How activism fits the sector today 47:57 Portfolio quality over top down labels 57:39 Gas, power, and AI data center demand 01:01:11 New revenue streams and the next cycle https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| 2025 Community Year In Review: How Collide Evolved This Year (And What's Next) | 23 Dec 2025 | 00:42:33 | |
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 platform upgrades and community goals lined up for 2026. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Collide Wrapped setup https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail | 23 Dec 2025 | 00:48:02 | |
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 video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Setup and intros https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters https://app.collide.io/content/RprbJAD | |||
| Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production | 23 Dec 2025 | 00:54:37 | |
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 setting up 2026 to be the year everything scales. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Product market fit jokes and kickoff https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25 | 19 Dec 2025 | 00:53:36 | |
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 episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 Studio one return and catching up 02:05 Nantucket, offshore wind, and moving to Dallas 11:20 Ford EV impairment and the pivot back 21:05 BP CEO exit and Meg O’Neill incoming 32:10 Ascent bid and continuation fund basics 39:57 Venezuela pressure and oil angle 45:28 Holiday stories and Christmas rituals 50:57 Rice band legends and sign off https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Can One Governor Candidate Rewrite Alaska’s Energy Future? | 02 Dec 2025 | 00:50:41 | |
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 like the Jones Act, and protecting the culture that makes Alaska, well… Alaska. It’s a mix of big ideas, real talk, and a few stories you probably haven’t heard before, all centered around what it takes to lead and build a sustainable path forward for the Last Frontier. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Intro 01:00 - Alaska Governor Candidacy Motivation 04:50 - Journey to Northwestern University 09:57 - College Football Experience 11:49 - Early Career Path 18:04 - Current Professional Role 22:46 - COVID-19 Challenges 25:54 - Effectiveness of COVID Regulations 29:54 - Ranked-Choice Voting in Alaska 33:19 - Overview of Alaska's Energy Industry 37:02 - Energy Policy Discussion 38:40 - Impact of the Jones Act 48:40 - Outro 49:50 - Connecting with Adam Online https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| DOE's $1B Nuke Bet, China’s Coal Loop, & Al Gore’s COP Circus | 11.21.25 | 21 Nov 2025 | 00:39:08 | |
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 strong 3.3% default rate and Tesla’s quick 2013 repayment. Then it’s off to China, where a coal-to-liquids boom big enough to replace 1.3 million barrels a day pairs with thorium molten-salt reactors and plans for a 200-MW nuclear-powered mega-ship by 2035, all signaling Beijing’s trademark long-game dominance. And in peak absurdity, ManBearPig strolls into COP30 as media fawns over Al Gore’s “climate rockstar” entrance, even as new studies warn of a potential Gulf Stream collapse that could freeze Europe like Arctic Canada. All the chaos, all the laughs, all the BDE energy. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Intro 02:43 - DOE LPO Funding 12:15 - China Energy Policies 19:59 - Energy Tariffs Impact 23:15 - Thorium Molten Salt Reactors 26:17 - Closing the Energy Loop 28:17 - Al Gore COP26 Speech 34:14 - MIT Gulf Stream Collapse 36:00 - Episode Wrap-Up https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Congress Chaos, FAA Close Call & COP30’s Amazon Irony | BDE 11.15.25 | 15 Nov 2025 | 00:41:53 | |
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 realities no one onstage wants to mention, and why these climate summits keep feeling more like PR tours than solutions. Sharp takes, spicy commentary, and a whole lot of uncomfortable truth about what “going green” really looks like when the cameras are rolling. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - How are you 01:17 - FAA Shutdown News 07:13 - Sanctions Update in Energy Sector 11:16 - Shell vs BG Venture Global Analysis 13:58 - COP26 Climate Conference Highlights 21:56 - IEA World Energy Outlook 2022 Insights 36:28 - College Football Roundup 40:00 - Last Minute Energy Update 40:31 - Wrapping Up Discussion 41:38 - Goodbye and Closing Remarks https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| The Sable vs. Coastal Commission Showdown, Explained | BDE 11.04.25 | 04 Nov 2025 | 00:52:14 | |
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 energy costs and job losses are hitting local communities, and the surprising environmental fallout from natural oil seeps along the coast. It’s a raw, honest look at what happens when politics and energy collide, straight from someone who’s been in the trenches. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Intro 03:58 - California Oil and Gas Industry Overview 06:38 - Santa Barbara Channel Environmental Issues 09:10 - California Energy Commission Hearings 18:40 - Offshore Oil Exploration in California 19:30 - Sable Offshore Energy Insights 23:50 - SB 237 and Coastal Commission Impacts 26:30 - Restarting Sycamore's Significance for California 29:55 - Environmental Benefits of Responsible Oil Production 40:44 - Economic Consequences of Inaction 43:43 - SYU Crude and Import Displacement 49:00 - Final Thoughts on Energy Policy 51:29 - Outro https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Gates Backpedals on Climate, Trump’s China “Win,” & US Hits Russia’s Oil Giants | BDE 10.31.25 | 03 Nov 2025 | 00:54:14 | |
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, they don’t hold back. The crew also tackles U.S.-China trade tensions, Russian oil sanctions, and how AI could shake up the future of energy. It’s a sharp, funny, and surprisingly optimistic take on one of the biggest climate conversations happening right now. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Halloween Shenanigans 03:20 - Bill Gates Emissions Priority 09:02 - Oil Prices Increase Since 2015 21:00 - US-China Trade Talks Update 24:10 - Jensen Huang on US-China Trade 27:39 - Russia Oil Sanctions Impact 32:52 - Final Thoughts Before We Go 46:24 - Kirk's Surrender Video Insights 51:00 - Mark's Final Thoughts 54:05 - Weekend Wishes and Closing Remarks https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters https://app.collide.io/content/DDQWMBJ | |||
| Sable Offshore Stalled, BP’s ICC Win, Oil Glut or Tightness?, Waha $0 Gas | BDE 10.18.25 | 18 Oct 2025 | 00:45:50 | |
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 capacity, and a growing dependence on imported crude, California’s energy future looks messy at best. The guys dig into whether regulation is protecting the environment or just strangling innovation and property rights. And because no episode’s complete without a few curveballs, they also weigh in on Phil Mickelson’s surprise energy takes, Venture Global’s LNG drama, and the weirdly booming-yet-bloated Permian gas market. It’s sharp, fiery, and full of big-picture takes on how policy, money, and power collide in the energy world. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Intro 01:25 - California Offshore Oil & Gas Industry 08:12 - Trump and Drug Trafficking Boats 09:11 - California Gas Prices Analysis 11:18 - Emergencies and Property Rights Erosion 14:08 - BP Arbitration Victory over Venture Global 19:15 - Waha Price Fluctuations Explained 28:50 - Energy Information Forum Highlights 31:51 - Forecasting vs. Energy Planning Strategies 37:27 - Golf in the Energy Sector 41:00 - LIV Golf Financial Overview 43:19 - Weather Impact on Energy Markets 44:23 - Thanks for Tuning In https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||
| Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09 | 09 Oct 2025 | 00:46:11 | |
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 sustainability with economic reality, and a few curveballs, like the MEG Energy deal, that have everyone talking. It’s a smart, unfiltered look at where the energy world’s really headed. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Click here to view the episode transcript. 00:00 - Chuck’s Medical Emergency 02:34 - Show Intro and Overview 06:28 - OPEC+ Surprise Announcement 08:41 - Trump’s Peace Plan and Oil Markets 17:54 - Future of Renewables in Energy 21:15 - Investing in Energy Technology 22:37 - China’s Energy Strategy and Impact 25:00 - Knowledge Gaps in Energy Sector 27:30 - Costs of Bad Energy Policy 30:25 - Addressing Grid Challenges 36:31 - Ambler Mining Road Discussion 39:08 - Finger of the Week Highlight 45:50 - Show Closing Remarks https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters | |||