Big Digital Energy, a podcast by collide. - Stats, Episodes and Rankings

Podcast details

Technical and general information from the podcast's RSS feed.

Site

RSS

Apple

Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Shared links between episodes and podcasts

Links found in episode descriptions and other podcasts that share them.

See all

http://collide.io/
213 shares
https://collide.io/?utm_campaign=collide&amp
146 shares
https://mineralconference.com/register/sign-up/

RSS feed quality and score

Technical evaluation of the podcast's RSS feed quality and structure.

See all

Publication history

Monthly episode publishing history over the past years.

Latest published episodes

Recent episodes with titles, durations, and descriptions.

See all

Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26

Episode 216

Tuesday, September 22, 2026 • Duration 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.
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.io

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
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

Read moreCollapse

Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26

Episode 215

Wednesday, September 16, 2026 • Duration 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.
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.io

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

Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26

Episode 214

Tuesday, September 8, 2026 • Duration 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.
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.io

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
https://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26

Episode 213

Tuesday, September 1, 2026 • Duration 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.
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.io

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
https://www.tiktok.com/@collide.io
https://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

U.S. Energy In A Changing Global Market with Sean Maher

Episode 212

Wednesday, August 26, 2026 • Duration 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.
They’ll cover the uncertainty in the market, where refined products fit in, why American infrastructure matters, and how the U.S. connects to the rest of the world.

Click here to watch a video of this episode.

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.io

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
https://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26

Episode 211

Tuesday, August 25, 2026 • Duration 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.
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.io

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_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26

Episode 210

Wednesday, August 19, 2026 • Duration 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.
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.io

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://twitter.com/collide_ai

Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26

Episode 209

Friday, August 14, 2026 • Duration 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.
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.io

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

Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26

Episode 208

Wednesday, August 5, 2026 • Duration 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.
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.io

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
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.socialhttps://www.linkedin.com/company/collideai

Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26

Episode 207

Tuesday, July 28, 2026 • Duration 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.
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.io

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
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 Digital Energy – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Big Digital Energy – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

YouTube39

X9