Big Digital Energy

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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. 6 days ago

    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

    52 min

  2. 22 May

    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

    47 min

  3. 7 May

    Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26

    Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill chatter on DoD lands, the voodoo science of reserves accounting, exec comp tied to flaring 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.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 Chuck on assignment01:15 - Iran headlines and crude's air pocket04:35 - The Trump and Xi summit ahead07:00 - SPR refill ideas and DoD lands13:00 - The voodoo science of reserves21:00 - Goldman, BP and the reserve replacement game25:00 - Exec comp and flaring mitigation30:00 - AI tooling and grid intermittency38:00 - Anthropic and the speed to power race46:30 - An engineering project, not a science fair53:30 - 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

    55 min

  4. 1 May

    Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26

    Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and the petrochemical industry over Gulf Coast gas turbines, and Permian gas trading at less than nothing. Plus a salute to David Allan Coe. 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   SPR draws and screaming inventory declines03:00   Gas prices and the run-up to summer driving season04:30   Valero Port Arthur refinery still bleeding diesel and jet05:30   Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal07:30   Kirk on the war, chokepoints, and food price spillover11:00   UAE walks away from OPEC+16:50   Saudi PIF defunds LIV Golf19:30   The painful path back for LIV defectors22:30   Cracks in Saudi's regional grip23:30   Mary Barra still betting GM on EVs, and the hybrid case27:00   What implodes next, NATO and the EU on the list28:20   A wild idea, privatize the Strait of Hormuz31:15   Big Tech's $750B data center CapEx party33:40   The knife fight, AI versus petrochem for gas turbines41:30   Brent over $100 while Permian gas trades negative43:30   In memoriam, David Allan Coehttps://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

    46 min

  5. 24 Apr

    Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26

    Chuck and Mark rip through a week where the White House hauled oil and gas execs in for a drill baby pretty please moment, and capital discipline still isn't bending for $100 oil. They pick apart Trump's energy executive order and its cycle time problem, flag EOG quietly locking up Madison County's Buda play, unpack Paul Sankey on Heathrow jet fuel and Australia's refining collapse, then 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.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 Tex-Mex talk and black hoodies04:16 Drill baby pretty please13:14 Industry messaging and the greedy myth18:49 Trump's energy executive order25:22 Budagate and EOG in Madison County26:30 Sankey on Heathrow and Australia30:46 Blame game politics and gasoline sticker shock37:17 Rick Perry's push for ibogainehttps://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

    51 min

  6. 31 Mar

    $100 Oil & Drillers Still Won't Drill, Fertilizer Crash & Harold Hamm's Bet | BDE 03.31.26

    Oil markets are under siege and Kirk and Mark aren't sugarcoating it. From the Iran supply shock draining global inventories to the fertilizer fallout quietly heading for your grocery bill this fall, no topic is off limits. They also break down why US producers aren't just drilling on command, the capital discipline story behind the rig count, and Continental Resources' Mercury Pecos Power project proving Harold Hamm still runs circles around everyone. Chuck's latest blog:https://collide.io/old-man-coffee/18-months-ai-s-coming-divide-haves-vs-have-nots-and-it-s-already-ugly 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 Mark's big news02:07 Iran supply shock and global oil markets10:20 US producers and the drilling pressure debate20:17 Fertilizer prices and food supply fallout22:38 Energy policy critics and the IEA29:52 EU energy vulnerability31:02 Retail gas prices and demand destruction37:31 Continental and Mercury's Pecos Power project45:08 ERCOT opportunity and molecule-to-megawatt plays47:31 Wrap uphttps://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

    49 min

  7. 27 Mar

    Big Tech's Dirty Energy Secret, Avatar's O&G Shark Tank & The AI Divide | BDE 03.27.26

    Kevin Krausert, CEO and Co-Founder of Avatar Innovations Inc., brings a story that starts with a vegan roughneck and ends with a venture studio that's quietly changing how oil and gas companies innovate from the inside out. Chuck and Kevin get into the Avatar model, some clever bets that actually paid off, the coolest ideas that flopped, and why Kevin thinks AI early adopters in energy 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.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 - Vegan Roughneck Origins03:16 - Big Tech's Energy Wake-Up Call07:14 - What Avatar Innovations Actually Is08:33 - How the Program Works11:10 - Bragging Rights: Production Optimization Win14:25 - Turning Oilfield Emissions Into Beer CO215:13 - Smart Grid Splice Monitoring Tech18:26 - How to Get Into the Avatar Program22:00 - AI-Optimizing Condensate Stabilizers24:05 - The Shale Revolution and Suspending Convention27:14 - Who Drives Innovation in Oil and Gas30:03 - AI as the Single Source of Truth35:38 - Building AI Sandboxes for the Oilfield38:09 - Open CLAW and Observations from Nvidia GTC39:51 - What a VC Legend Taught Chuck About Markets42:04 - The Best Ideas That Didn't Work45:58 - Know Your Loss Point Before You Start49:30 - How to Connect With Kevin and Avatarhttps://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

    51 min

  8. 20 Mar

    Qatar LNG Wiped Out, $200 Oil in Asia & Iran's Endgame | BDE 03.20.26

    Chuck and Mark are back and wasting no time getting into it. Qatar's LNG infrastructure is heavily damaged, a Red Sea refinery just got hit, and oil markets are absorbing a shock that the IEA apparently never saw coming (surprise). The guys break down regime adjustment vs. regime change, what a prolonged Strait of Hormuz disruption could mean for a global recession, and why gas prices 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.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 - Intro and catching up2:00 - Iran conflict and energy infrastructure strikes5:00 - Qatar LNG damage and supply disruption10:00 - Regime change vs. regime adjustment12:00 - Oil price predictions and IEA criticism14:00 - Europe energy security concerns17:30 - Strait of Hormuz and recession risk18:30 - Gas prices and US political reality23:30 - US military effectiveness25:00 - RIP Mean Joe Green and Chuck Norris28:00 - Astros opening day and the WBC32:30 - Wrap uphttps://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

    33 min
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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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