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. 5d ago

    EQT Swallows Range, Rocket Fuel Is Just Gas & SpaceX Wants the Beach | BDE 10.27.26

    EQT takes out Range Resources and crowns itself the natural gas champion, while Ovintiv buys its way back into the Montney with Logan Energy. An AI lab's S-1 flags behind-the-meter gas risk, SpaceX builds its own pipelines and hires a gas trader, and Amped Energy Solutions bets big on an all-electric frac fleet. Plus the fight over a possible Boca Chica State Park sale, mediators racing to Tehran before the midterms, diesel politics, and Exxon and Chevron earnings on deck. 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 Old Man Coffee Goes to LA02:47 EQT Takes Out Range08:54 Ovintiv Heads Back to Canada16:47 AI and Natural Gas Risk21:21 Behind the Meter Debate26:05 Texas Data Center Permits28:22 Rocket Fuel Is Just Gas36:09 Amped Electric Frac Fleet39:37 Permian GORs and Gas Supply41:25 Boca Chica State Park Sale48:43 Tehran Diplomacy Scramble53:21 Diesel and the Midterms57:38 Exxon and Chevron Earnings58:40 Next Week and 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. Oct 20

    Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26

    Brent whipsaws on Pakistan mediation hopes while the back of the curve sits in the 60s, which makes 2027 capital planning a mess for producers. New West Texas zones, the Barnett-Woodford, foreign money chasing US LNG, and a call for $250 oil against the peak demand crowd. Trump and Zelenskyy fight over diesel and refinery strikes, Europe enters winter short on gas, California weighs refinery restarts, Finland halts Google, and Venture Global buys its spot in the turbine line. 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 Meets Andre Agassi06:01 Brent Whipsaws on Mediation09:36 Backwardation and 2027 Capex11:28 New West Texas Plays13:45 Foreign Money Into US LNG18:55 The 250 Dollar Oil Call24:15 China EVs and Oil Demand27:56 Chuck's Gold Price Call30:01 Join the Collide Community32:33 Trump vs Zelenskyy on Diesel39:44 Europe's Thin Gas Winter42:54 Longhorns Playoff Hopes44:58 California Refinery Restarts49:17 Finland Halts Google54:04 Texas Permit Pause56:42 Venture Global's Turbine Playhttps://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. Oct 13

    Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26

    Houthi strikes on the Riyadh and Abha airports push the Saudi conflict into civil aviation as the WPC Congress opens next door, and Aramco's Amin Nasser warns inventories could take two years to refill. Is Saudi talking its book? Then Trump's Russian diesel deal and whose barrels it takes, whether behind-the-meter gas is really a loophole as data center moratoriums hit Texas and Memphis, and why rising Permian gas-oil ratios make Waha pricing matter more. 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 OU Fallout04:48 Houthis Hit Saudi Airports07:49 Nasser's Inventory Alarm12:22 Saudi Risk Viewer Questions17:46 Trump Iran and the Saudis23:23 OPEC vs US Shale26:58 Trump's Russian Diesel Deal32:15 Refining Capacity Crunch33:50 Diesel Outlook From Collide38:17 Behind the Meter Build Out44:58 One Energy Story46:56 Permian Gas Keeps Growing50:49 Is BTM a Loophole54:41 Moratoriums Trump and Wahahttps://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

  4. Oct 6

    Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26

    Europe blinks on diesel after the export ban threat, and the guys argue whether it was the art of the deal or a walk-back, plus why Republicans should force a vote on building refineries. Then trucking bankruptcies and why they might be a good thing, how Delta's Trainer refinery went from punchline to hedge and whether it's time to sell, Saudi Arabia's push to retake Bab al-Mandeb after a secret Camp David meeting, and the Supreme Court hearing Suncor and ExxonMobil v. Boulder. 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 Eddie Van Halen02:36 Rice Stadium Sells Its Name07:47 Diesel Ban Threat and Europe12:37 Build More Refineries17:26 Pump Prices and the Midterms22:44 Energy's Storytelling Problem23:53 Trucking Bankruptcies Mount28:07 Why Bankruptcies Might Help30:23 JB Hunt IPO Stories33:49 Delta's Refinery Bet41:48 Saudis, Houthis and Camp David47:35 SCOTUS Takes Up Boulder50:29 Chuck's Crocs Countersuit53:17 Boulder Culture Checkhttps://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

  5. Sep 29

    Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26

    Brent is back at $108 after the latest peace deal fell apart, physical traders are cashing in on the Brent to WTI spread, and the forward strip says the market still is not worried. A floated US diesel export ban draws pushback, Texas opens its highways to dyed diesel, and the case for letting the industry build refineries. Plus BP eyeing a return to US shale, 101 GW of behind the meter gas capacity, rising rates and data center finance, and viewer questions on AI economics. 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 Brent at 108 and Hormuz whipsaw04:56 A new energy world order10:08 Diesel export ban backlash14:41 Texas opens up dyed diesel16:16 Congress takes on college sports18:10 Let the industry build refineries21:29 BP comes back to shale25:57 Behind the meter power boom27:33 AI labs and data center money31:28 AI debt and AI burnout34:01 How Chuck became a cofounder35:52 Data centers and rising rates39:40 Touring the house remodel44:36 Viewer questions on AI economics51:12 Farmland versus data centers53:00 Data center rules and energy costshttps://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. Sep 22

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

    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 Haircut02:28 Burchett Wants an Export Ban05:23 Saudi Cuts Europe Off09:53 Germany's Energy Own Goal15:47 EU Windfall Profits Tax18:00 Chuck's Big Inch Plan23:57 Pakistan Rations Fuel28:11 AI Tokens and Data Centers32:48 DeepSeek Undercuts Everyone34:49 Abbott Freezes Texas Permits40:58 Winning the AI Race44:30 Airlines and Recession Risk47:43 Which Models Collide Uses49:25 Taco Bell Closerhttps://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. Sep 16

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

    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 Edition1:10 Sark Manning And AI Slop5:50 UT Photo Goes Viral9:01 Diesel And Distillate Crunch14:32 The Pipelines That Died17:38 Nantucket Drought Loans20:09 Europe Scrambles For Gas22:46 Hormuz Mines And Deals28:07 Ukraine Hits Russian Refineries31:04 AI CEOs Want Regulation36:07 Token Burn And AI Flaring39:16 EPA Rescinds Power Rules41:05 Quietest Hurricane Season43:24 Wirth Says Buffers Gone47:12 Where The Amateur Line Went53:24 Listener Questions On Refining59:58 Jacob Jumps Inhttps://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. Sep 8

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

    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 back00:55 Paul Ryan and the Overton window03:39 Trump versus the Fed05:48 Diesel is the real problem08:49 Seven months and counting10:57 Rhino politics and what comes next15:11 Chevron bets seven billion on Venezuela19:00 Nobody else wants Venezuela22:31 Guyana as the better bet25:26 What actually changed in Caracas30:17 No nuclear deal with Iran36:29 Safer but at what cost39:14 The permitting reform that never came43:05 Citadel hunts shale oil46:51 Hedging as the real edge50:58 Builders sell traders buy55:27 Remembering September 11https://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

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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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