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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. vor 6 Tagen

    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

  2. 15. Juli

    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

  3. 9. Juli

    US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26

    Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the 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.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 Iran strikes and a ceasefire coming apart03:39 Should the US be the world's enforcer06:59 Seizing an oil island and shale's quiet flex08:21 A Saving Private Ryan soccer detour10:09 SPR draws and where oil sits12:00 Russia's diesel ban and refineries under drones15:25 Diesel, inflation, and the midterm math18:43 Four supply shocks, three continents19:51 Cheap drones rewriting warfare21:20 Alex Karp on AI models eating their customers28:28 Who's really king of IP theft30:15 Tribal knowledge as the real data goldminehttps://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. 3. Juli

    Trump's Big Oil Witch Hunt, $58 Cracks Spike & California's Refinery Graveyard | BDE 07.03.26

    Gasoline creeps past four bucks and everyone reaches for the same villain, but the real story lives in the refining margin, not the gas station down the street. Arjun Murti of Veriten joins Mark Meyer for a holiday-weekend conversation on why big oil doesn't set your pump price, how refining flipped from the worst business in energy to the best, what California's shrinking refinery count 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.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 Welcome and Arjun's background02:55 Remembering Lee Raymond10:09 Trump, gas prices, and the price gouging myth18:17 When energy policy actually got it right24:09 How refining went from worst business to best28:21 Barriers to entry and the safety tightrope32:47 California's refining wall36:01 The Jones Act and shipbuilding38:09 Environmental policy vs climate crisis43:22 Ethanol, RINs, and ag politics46:35 Capitalism, shale, and the LNG boom49:45 What comes next for the upstream53:40 Oil prices and the Big Tech double standard57:48 Adapting to 2026 and the road aheadhttps://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. 23. Juni

    Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26

    Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of parking your car at the Buc-ee's pump. Kirk and Mark break down the new Iran MOU and what the Strait of Hormuz standoff means for crude, why production keeps slipping while exports surge, and the recycled windfall profits tax playbook out of 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.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  Cold open and weekend banter02:35  Soccer, baseball, and the MLB labor cliff05:38  The Iran MOU and the Hormuz standoff12:14  Iran vs the Venezuela playbook14:48  Cushing at tank bottoms17:21  Physical vs financial and the SPR draw22:15  Production, rigs, and capital discipline25:55  Heavy crude and headlines vs reality27:20  The Buc-ee's debate32:19  Warren, Whitehouse, and the windfall profits tax38:23  Attention spans and the state of discourse41:31  The SpaceX IPO and the builder vs blame mindset45:27  Rockets, methane, and ESG scores48:18  US Open at Shinnecock and the wraphttps://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

  6. 15. Juni

    Lee Raymond Dies, Oil's Pavlovian "Deal" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26

    Lee Raymond gets his due first, the Exxon legend who turned the Valdez disaster into a safety overhaul and still holds the record for oil's biggest merger. Then it's whether the Iran deal is real or another oil market head fake, why trading houses like Gunvor are buying gas wells instead of pipelines, and the data center that paid fifty five million just to get its power line built four 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.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   Remembering Lee Raymond04:58   The Bonneville and the triplets06:40   Moving Exxon from Manhattan to Texas08:08   The 357 million dollar retirement fight10:13   Is the Iran deal real16:01   Oil markets and the Trump deal tracker17:52   Trading houses buying gas assets21:22   The Enron playbook returns23:49   Credit capital moves into gas25:56   Gas to power and selling electrons31:08   Waha gas below zero and flaring33:55   Pipeline egress and the BTU problem37:04   The 55 million dollar Twinkle Line40:55   David Lee Roth and learning to Claude codehttps://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

  7. 29. Mai

    Paxton vs Talarico Goes Nuclear, ERCOT Chokes Data Centers & BP Burns Its Boss | BDE 05.28.26

    BP just fired its chairman after eight months, and that somehow is not even the wildest thing this week. The Texas Senate race opens with Ken Paxton and James Talarico already swinging, vegan campaign ads and all. ERCOT's interconnection queue is buried under 410 gigawatts of data center dreams at a 1.5 percent approval rate, so off grid gas starts looking real. Plus a quant trading lab 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.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 - Texas Senate race kicks off, Paxton vs Talarico08:22 - 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://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. 22. Mai

    Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26

    Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude Code licenses, NextEra swallowed Dominion for $67 billion, Devon dropped $2.6B on a Delaware 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.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 Nantucket, baseball, and barehanded line drives01:38 Venezuela back in play and Exxon's un-investable reversal10:31 SPR draws, tank bottoms, and summer driving season16:33 Sparkling water inflation check17:03 Microsoft cancels Claude Code and the AI energy bill22:22 Strait of Hormuz, insurers, and Iran's slow rebuild24:33 Devon spends $2.6 billion on a BLM lease sale27:17 Delaware Basin economics and Taylor Sheridan as an oil man33:07 NextEra buys Dominion in a $67 billion deal37:14 Nantucket property taxes and the ratepayer problem40:07 XAI's 46 turbines, the EPA, and Colossus 244:30 Texas vs Massachusetts taxes and Memorial Day sign-offhttps://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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