Big Digital Energy

Digital Wildcatters
Digital Wildcatters
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Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.

  1. 4 days ago

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

    ​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 660:02:15 Diesel Cracks and Margin Outlook0:05:12 Damage to Russian Refining0:09:15 Demand Resilience and Turnarounds0:13:10 AI Inside the Plants0:19:37 Gasoline Versus Diesel Demand0:24:36 El Nino and Distillate Inventories0:26:19 Global Demand and Record Exports0:30:16 Value of US Infrastructure0:33:17 Cost of Building New Capacity0:36:00 Global South Priced Out0:38:58 Fractionation and Permian NGLs0:43:55 Export Dock Capacity0:46:03 Canadian Egress and WCS Diffs0:50:17 Venezuela Versus Canadian Heavy0:53:35 Energy Sector Rerating1:02:10 Why Energy Education Matters1:04:39 Bonnies Basketball Sign Offhttps://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

  2. 5 days ago

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

    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 spike0:02:34 Macro guys versus the physical traders0:05:26 The 102 dollar crack spread0:08:29 What it actually costs at the pump0:10:25 A strategic suggestion, not a reserve0:15:48 Hormuz, day 1760:20:05 Who runs short on diesel this winter0:22:55 Australia emptied the whole clip0:29:55 Phillips 66, Elliott, and Streamline 660:33:27 Structural or cyclical0:38:24 AI flaring and the token burn problem0:46:52 Bots, drift, and Grok running all night0:49:05 Amazon builds an island in Pennsylvania0:53:44 ERCOT's December audit math0:57:18 A weekend in Telluride0:58:43 Remembering Frank Beardhttps://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

  3. 19 Aug

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

    The sixty day clock on the Islamabad MOU ran out and nobody blinked, so Hormuz is still a coin flip and the diesel crack just printed 102 dollars, bigger than the price of crude itself. Kirk, Chuck, and Mark get into why nobody will build a refinery, how FedEx surcharges quietly lock in higher prices, and whether Meta and Entergy are about to hand Louisiana ratepayers a very long bill. 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 stories04:31 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 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

  4. 14 Aug

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

    EOG drilled two wells in the UAE that look suspiciously like the Eagle Ford, and Chuck has a theory about why. From there it's Amazon dropping a 7.6 gigawatt private gas plant on a West Texas ranch, Vivek Ramaswamy flipping the script on Ohio data centers, and a cattle rancher whose herd is spooked by the noise. Power demand is rewriting land use and politics at the same time, and we are 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 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

  5. 5 Aug

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

    Trump wants the oil majors to hand their profits back to the public, and the crew has opinions. From taco trade whiplash in the Strait of Hormuz to Chevron reinventing itself as an infrastructure landlord through the Microsoft Kilby deal, this Collide roundtable unpacks windfall tax theater, BP fleeing a 78 percent North Sea tax bill, and the hidden demand destruction quietly showing up 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 energy0:00:53 Trump's tacos, tantrums, and the Strait0:06:37 Windfall tax outrage and the margin math0:14:49 Chevron's Kilby bet: oil company turns landlord0:25:38 Refiners printing money and demand destruction at Applebee's0:32:36 BP bails on the North Sea, eyes Houston0:38:11 Darren Woods vs Brussels on methane rules0:47:34 Bling, Bucky's, and beaver nugget economics0:53:29 Landman cameo dreams and West Texas0:56:22 Mark's reflection and a Collide thank-youhttps://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

  6. 28 Jul

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

    Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is not buying it, and the receipts go all the way back to Greenspan. Then it is deal season, with Magnolia grabbing Wildfire and Matador stacking up two more, all cash and no leverage. Plus SLB is quietly building a billion dollar data center 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 start00:43 The 2028 gas shortage call04:46 Why the shortage never shows up06:16 Lessons from 200110:04 The reserves nobody modeled14:16 Permian gas and LNG contracts17:49 Deal season: Magnolia and Matador19:19 Why private equity is selling23:28 What the deals are really worth30:32 SLB and the Liberty alliance36:36 Jones Act next weekhttps://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

  7. 21 Jul

    Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26

    A listener named gopher27 fired back with Bastiat, Krugman, and Thomas Jefferson, and what followed might be the sharpest debate this show has had in two years. From whether Walmart really guts a small town to Middle East escalation rattling crude, a hurricane aiming at the refining corridor, and the messy fight over data centers, water, and farmland, the guys chase it all down. Click here 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  gopher27 vs Kirk: Walmart, corruption, and local dollars07:28  Middle East escalation and the market shrug13:10  Trump, a Beatles hoax, and a pipeline theory15:27  Hurricane season meets the refining corridor19:09  The Jones Act and record exports23:05  Data centers vs farmland by the numbers34:18  New York's moratorium and local pushback36:39  Project Kilby, brackish water, and cooling42:57  Almond milk math and signoffhttps://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

  8. 15 Jul

    Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26

    Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From there it spirals into why a 141 year old Ohio brick maker got hammered by its power bill, how data centers are quietly rewiring the grid and hollowing out small towns, and whether big oil earnings are about to spark another round of Washington theater. read Old Man Coffeehttps://collide.io/old-man-coffee/old-man-coffee-the-2am-ledger 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  Concerts and catching up04:12  Iran and the 20% tanker toll09:08  Drones and asymmetric warfare11:31  Houthis, Saudis, and the spillover19:26  Midterms and the energy fallout23:31  An Ohio brick maker gets crushed24:40  PJM capacity charges and data centers32:37  The Walmart effect on small towns39:08  Q2 oil and gas earnings incoming42:03  Remembering Lindsey Grahamhttps://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

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Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.

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