Digital Wildcatters

•

Kênh • 7 chương trình

Tin tức kinh doanh

Tin tức kinh doanh

Hằng tuần
Công nghệ

Công nghệ

Hằng tuần
Cách thức

Cách thức

Hằng tuần
Khởi nghiệp

Khởi nghiệp

Hằng tuần
Nghề nghiệp

Nghề nghiệp

Hằng tuần
Đầu tư

Đầu tư

Hằng tuần
Nghề nghiệp

Nghề nghiệp

Hai tháng một lần

3 NGÀY TRƯỚC

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

3 ngày trước

•

47 phút
24 THG 4

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

24 thg 4

•

52 phút
14 THG 4

Iran Talks Collapse, $100 Oil Rips & Ro Khanna's Windfall Tax Disaster | BDE 04.14.26

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.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 returns as co-founder03:30 - Iran, Strait of Hormuz, and nuclear talks09:00 - US oil production and export capacity23:40 - Windfall profits tax debate30:30 - Tesla, autonomous driving, and gas prices32:30 - OJ Simpson and Fox News tangent38:35 - BP, activists, and the case for Houston46:00 - Remembering Phil Garnerhttps://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

14 thg 4

•

52 phút
31 THG 3

$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

31 thg 3

•

50 phút
13 THG 2

Chevron Buys Texas Ranch to Dodge Lawsuit, Wind Blade Graveyards & Musk's Space AI | BDE 02.13.26

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.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 first concert stories02:11 - Chevron West Texas ranch settlement08:27 - Environmental litigation implications11:12 - Wind turbine blade graveyard lawsuit17:23 - Green energy waste problem19:02 - Elon Musk's space AI data centers24:24 - Building data centers in space27:35 - Earth's electricity limitations30:55 - Space compute infrastructure race33:16 - BP suspends share buybacks37:38 - Expand Energy leaving Oklahoma City41:19 - Houston's oil and gas consolidationhttps://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

13 thg 2

•

44 phút
20 THG 3

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

20 thg 3

•

34 phút
23 THG 2

Texas Railroad Commission Candidate on Zombie Wells, Injection Crisis & CCS Scam | 02.23.26

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.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 Hawk Dunlap origin story4:46 - Well Control Management and international career8:19 - The Container Ranch and zombie wells13:43 - Excavating 150 wells and what they found18:20 - Litigation, Railroad Commission, and accountability27:18 - Produced water injection as the defining issue28:53 - Water recycling and the orphan well fund36:21 - Orphan well plugging program problems45:01 - Carbon capture and why Hawk opposes it56:28 - Railroad Commission name change1:01:11 - AI and risk assessment for orphan wells1:12:21 - Campaign trail and closing thoughtshttps://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

23 thg 2

•

1 giờ 17 phút
6 THG 2

Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26

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.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 - Goldman's Jersey City building and Connecticut commuters01:36 - Collide's IRR triples with software sales03:19 - Why retail AI can't handle deep energy verticals05:50 - Devon-Coterra merger breaks: $58B Delaware play08:29 - $1B in synergies means AI replaces people11:03 - No-premium stock mergers finally catch on13:19 - Panther to WPX to Devon Delaware journey15:11 - Oklahoma builds energy companies Houston acquires17:12 - Grok's brutal take on the merger20:15 - Scale drives cost of capital advantages22:13 - Data center cancellations spike from 6 to 2525:23 - Microsoft's Azure growth disappoints Wall Street27:18 - Why AI compute costs become investor concerns29:20 - Collide builds Spindletop for on-prem processing31:40 - Data centers pivot from urban to distributed models33:40 - PJM cancellations expose grid reliability crisis36:31 - Trade policy lightning round begins39:14 - US shipbuilding can't compete with China's 300x capacity41:37 - Rubio builds OPEC for critical mineralshttps://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

6 thg 2

•

44 phút
10 THG 3

Iran Goes Hot, Oil Spikes & Sells Off, IEA Eyes the SPR | BDE 03.09.26

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.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 Oil prices and SPR breakdown7:00 IEA history and emergency reserve mission creep10:00 Iran conflict update and Khamenei succession17:00 Mosaic defense and Strait of Hormuz22:00 Floating storage and curtailments25:00 US crude exports and diesel prices29:00 Reservoir damage myths debunked35:00 Market predictions and 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

10 thg 3

•

45 phút
3 THG 3

US Bombs Iran, Oil Barely Flinches, OPEC Ramps & the Regime Change Gamble | BDE 03.03.26

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.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 US strikes on Iran and initial oil market reaction2:50 Shipping disruptions and Strait of Hormuz concerns5:30 Weeks not days and the case for regime change7:26 Who actually cares and global market impact11:35 Iranian oil on tankers and strategic reserves14:54 OPEC production increases and spare capacity questions18:48 Strait of Hormuz as a chokepoint21:03 The regime change problem and keeping the lights on29:19 Sunni-Shia dynamics and what comes next34:14 Structurally bearish factors and why the market yawns41:50 US oil demand growth and fundamentals check44:04 The IEA critique cornerhttps://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 thg 3

•

49 phút

Digital Wildcatters is a community for the next generation of energy professionals.

Trang Web

Digital Wildcatters

Top Chương Trình

Top Tập Podcast

Giới Thiệu