Big Digital Energy

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

collide. — Tue, 14 Apr 2026 08:45:17 -0700

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.

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00:00 - Chuck returns as co-founder
03:30 - Iran, Strait of Hormuz, and nuclear talks
09:00 - US oil production and export capacity
23:40 - Windfall profits tax debate
30:30 - Tesla, autonomous driving, and gas prices
32:30 - OJ Simpson and Fox News tangent
38:35 - BP, activists, and the case for Houston
46:00 - Remembering Phil Garner

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

collide. — Tue, 31 Mar 2026 10:53:30 -0700

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

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00:00 Welcome and Mark's big news
02:07 Iran supply shock and global oil markets
10:20 US producers and the drilling pressure debate
20:17 Fertilizer prices and food supply fallout
22:38 Energy policy critics and the IEA
29:52 EU energy vulnerability
31:02 Retail gas prices and demand destruction
37:31 Continental and Mercury's Pecos Power project
45:08 ERCOT opportunity and molecule-to-megawatt plays
47:31 Wrap up

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

collide. — Fri, 27 Mar 2026 12:25:40 -0700

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.

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00:00 - Vegan Roughneck Origins
03:16 - Big Tech's Energy Wake-Up Call
07:14 - What Avatar Innovations Actually Is
08:33 - How the Program Works
11:10 - Bragging Rights: Production Optimization Win
14:25 - Turning Oilfield Emissions Into Beer CO2
15:13 - Smart Grid Splice Monitoring Tech
18:26 - How to Get Into the Avatar Program
22:00 - AI-Optimizing Condensate Stabilizers
24:05 - The Shale Revolution and Suspending Convention
27:14 - Who Drives Innovation in Oil and Gas
30:03 - AI as the Single Source of Truth
35:38 - Building AI Sandboxes for the Oilfield
38:09 - Open CLAW and Observations from Nvidia GTC
39:51 - What a VC Legend Taught Chuck About Markets
42:04 - The Best Ideas That Didn't Work
45:58 - Know Your Loss Point Before You Start
49:30 - How to Connect With Kevin and Avatar

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

collide. — Fri, 20 Mar 2026 16:16:11 -0700

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.

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0:00 - Intro and catching up
2:00 - Iran conflict and energy infrastructure strikes
5:00 - Qatar LNG damage and supply disruption
10:00 - Regime change vs. regime adjustment
12:00 - Oil price predictions and IEA criticism
14:00 - Europe energy security concerns
17:30 - Strait of Hormuz and recession risk
18:30 - Gas prices and US political reality
23:30 - US military effectiveness
25:00 - RIP Mean Joe Green and Chuck Norris
28:00 - Astros opening day and the WBC
32:30 - Wrap up

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"Robinhood for Oil & Gas": Tokenized Energy, Blockchain Deals & Permian Access | BDE 03.17.26

collide. — Tue, 17 Mar 2026 05:00:00 -0700

Oil and gas deals have always been a handshake-and-know-the-right-guy kind of business, but Tokenized Energy is changing that. Chip Simmons and Adrian Macias, co-founders of Tokenized Energy, along with Tim Pawul, President of Minerals and Royalties Authority LLC, join Chuck to break down how blockchain is turning exclusive oil and gas investments into something anyone can access from their phone for as little as 500 bucks.

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0:00 - Intro and what Tokenized Energy actually does
3:01 - Breaking down the barriers to oil and gas investing
6:00 - Inside the platform: data rooms, deal structure, and SPVs
9:05 - Building your own personal oil and gas portfolio
10:11 - Deals on the platform and how they launched
12:23 - Buyer minimums, price setting, and the CarMax model
14:07 - How sellers get assets on the platform
17:14 - Early beta results and what surprised them
21:34 - Chuck's soapbox: making oil and gas sexy again
25:37 - 5-year vision: stablecoins, yield tokens, and secondary markets
31:44 - Why the US is behind on tokenization adoption
38:17 - WTI tokens, commodity-backed digital assets, and optionality
46:19 - Overcoming the "vaporware crypto" misconception
49:09 - Robinhood for oil and gas and where digital investing is heading
52:50 - How to access the platform and get in touch

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

collide. — Tue, 10 Mar 2026 05:00:00 -0700

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.

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0:00 Oil prices and SPR breakdown
7:00 IEA history and emergency reserve mission creep
10:00 Iran conflict update and Khamenei succession
17:00 Mosaic defense and Strait of Hormuz
22:00 Floating storage and curtailments
25:00 US crude exports and diesel prices
29:00 Reservoir damage myths debunked
35:00 Market predictions and wrap up

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

collide. — Tue, 03 Mar 2026 10:40:57 -0800

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.

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0:00 US strikes on Iran and initial oil market reaction
2:50 Shipping disruptions and Strait of Hormuz concerns
5:30 Weeks not days and the case for regime change
7:26 Who actually cares and global market impact
11:35 Iranian oil on tankers and strategic reserves
14:54 OPEC production increases and spare capacity questions
18:48 Strait of Hormuz as a chokepoint
21:03 The regime change problem and keeping the lights on
29:19 Sunni-Shia dynamics and what comes next
34:14 Structurally bearish factors and why the market yawns
41:50 US oil demand growth and fundamentals check
44:04 The IEA critique corner

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

collide. — Mon, 23 Feb 2026 10:03:48 -0800

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.

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0:00 - Intro and Hawk Dunlap origin story
4:46 - Well Control Management and international career
8:19 - The Container Ranch and zombie wells
13:43 - Excavating 150 wells and what they found
18:20 - Litigation, Railroad Commission, and accountability
27:18 - Produced water injection as the defining issue
28:53 - Water recycling and the orphan well fund
36:21 - Orphan well plugging program problems
45:01 - Carbon capture and why Hawk opposes it
56:28 - Railroad Commission name change
1:01:11 - AI and risk assessment for orphan wells
1:12:21 - Campaign trail and closing thoughts

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

collide. — Fri, 13 Feb 2026 10:13:24 -0800

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.

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00:00 - Welcome and first concert stories
02:11 - Chevron West Texas ranch settlement
08:27 - Environmental litigation implications
11:12 - Wind turbine blade graveyard lawsuit
17:23 - Green energy waste problem
19:02 - Elon Musk's space AI data centers
24:24 - Building data centers in space
27:35 - Earth's electricity limitations
30:55 - Space compute infrastructure race
33:16 - BP suspends share buybacks
37:38 - Expand Energy leaving Oklahoma City
41:19 - Houston's oil and gas consolidation

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

collide. — Fri, 06 Feb 2026 09:38:36 -0800

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.

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00:00 - Goldman's Jersey City building and Connecticut commuters
01:36 - Collide's IRR triples with software sales
03:19 - Why retail AI can't handle deep energy verticals
05:50 - Devon-Coterra merger breaks: $58B Delaware play
08:29 - $1B in synergies means AI replaces people
11:03 - No-premium stock mergers finally catch on
13:19 - Panther to WPX to Devon Delaware journey
15:11 - Oklahoma builds energy companies Houston acquires
17:12 - Grok's brutal take on the merger
20:15 - Scale drives cost of capital advantages
22:13 - Data center cancellations spike from 6 to 25
25:23 - Microsoft's Azure growth disappoints Wall Street
27:18 - Why AI compute costs become investor concerns
29:20 - Collide builds Spindletop for on-prem processing
31:40 - Data centers pivot from urban to distributed models
33:40 - PJM cancellations expose grid reliability crisis
36:31 - Trade policy lightning round begins
39:14 - US shipbuilding can't compete with China's 300x capacity
41:37 - Rubio builds OPEC for critical minerals

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Winter Storm Fern Flops, ERCOT Grid Survives & IEA's $15 Trillion Oil Mistake | BDE 01.29.26

collide. — Thu, 29 Jan 2026 05:00:00 -0800

Winter Storm Fern exposed the grid's contradictions, New England burned 40% oil for power while sitting 300 miles from the Marcellus Shale, ERCOT's batteries sat idle during $2,000/MWh spikes, and solar panels disappeared under snow. Meanwhile, the IEA quietly restored their realistic demand forecasts after five years of transition fantasy, revealing a $15 trillion underinvestment hole. Toby Rice reminded everyone what actual energy leadership looks like by getting wells back online in a hard hat instead of pontificating from Davos.

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You're Not Getting Another Corporate Job (Here's the Bypass) | Unrigged 001
https://youtu.be/l9Afd5ZsoFw?si=Gu8-y7S-S0MxfpJl

00:00 - Grading Winter Storm Fern's impact across regions
00:27 - Texas holds steady while Tennessee takes the hit
01:30 - Ice driving disasters make great Instagram content
03:26 - Trucks on ice: the overconfidence problem
04:33 - Casino trips and Livingston's reputation
05:27 - New England burns 40% oil during peak demand
06:25 - Marcellus Shale produces 28 BCF/day but can't reach Boston
07:40 - The hypocrisy of Massachusetts energy lectures
09:29 - Still importing LNG into Boston after 22 years
10:28 - Tennessee outages hit harder than expected
12:00 - Why batteries didn't discharge during price spikes
14:16 - Cold weather physics limits battery performance
16:05 - ERCOT as the world's biggest Rube Goldberg machine
17:32 - Tax subsidies create grid dysfunction
18:16 - Snow coverage kills solar instantly
19:22 - 95 gigawatts of renewables vs 85 gigawatt peak demand
20:27 - ERCOT's unique generation philosophy
21:37 - 10 BCF/day of gas production offline from freeze
22:47 - Toby Rice gets wells back online in the field
23:39 - IEA's five-year detour from reality
26:14 - $15 trillion underinvestment hole in upstream spending
27:58 - Shale revolution changed exploration economics
30:27 - Exploration skills at historically low capacity
32:05 - Why supermajors can't compete in unconventional
33:28 - Shell's struggles in Argentina and Eagle Ford
35:13 - Nothing cures prices like prices
36:32 - Europe's transition policies cause real damage
38:28 - IEA leadership needs radical overhaul
39:42 - Software sales and oil company workflows
41:27 - Corvette shopping and career transitions

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Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26

collide. — Fri, 23 Jan 2026 10:46:52 -0800

Kirk, Chuck, and Mark reunite on the Big Digital Energy Show to dissect the week's chaos - from natural gas spiking 75% in five days while Waha trades negative, to Trump's Davos windmill rant and the mainstream media's Greenland invasion hysteria. They break down why Harold Hamm's decision to shut down Continental's drilling makes perfect economic sense at $70 oil, debate whether 50% well-level returns ever translated to actual corporate performance, and explain how OPEC's Amine Nasser is signaling that global spare capacity is actually lower than the 2.5% he's publicly claiming. Plus, the crew explores how AI-native workflows are creating trillion-dollar opportunities by capturing decision-making data that Excel spreadsheets and Salesforce never could, all while Kirk dodges the incoming Dallas ice storm from his parents' house.

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Cody Jinks & Ward Davis - Full Interview | Late August Sessions Ep. 1

https://youtu.be/p2qmKBTrWLU?si=t5q3HXo8-bp9cU7x

00:00 Winter storm forecast and natural gas price spike
04:36 Waha pricing chaos and infrastructure bottlenecks
07:49 Trump's Davos speech and windmill comments
15:16 Military action in Greenland media hysteria explained
19:00 UK turning North Sea into museum of regret
21:14 China's climate strategy and green technology positioning
26:20 Harold Hamm shuts down Continental drilling completely
31:14 Well-level returns versus corporate performance disconnect
35:15 Aramco CEO on global spare capacity concerns
40:07 AI-native software capturing workflow data

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Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26

collide. — Mon, 19 Jan 2026 05:00:00 -0800

Venezuela’s “open for business” moment gets a reality check, plus a wild Chavez-in-Houston story that tells you everything you need to know. Mark and David Pursell unpack why Exxon and friends are hesitant, what the EIA gets right and wrong, why the forward curve is the real lie detector, how Iran risk actually moves barrels, BP’s renewable hangover, and Tesla casually speed-running a lithium refinery in Texas.

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00:00 Tech hiccups and setup
01:00 Chavez Houston story
05:00 Trump press conference and Venezuela hype
08:00 Why Venezuela isn’t investable
14:30 EIA outlook and US production
19:00 Rigs, frac spreads, and revisions
22:00 Backwardation vs contango
27:00 Iran supply risk
30:30 Condensate and power constraints
38:30 Geopolitical risk premiums
40:30 BP write-downs and strategy shifts
46:30 Energy transition reality check
53:30 Tesla lithium refinery in Texas
56:30 Data centers and power scramble
01:01:30 Wrap-up and outlook

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Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26

collide. — Wed, 14 Jan 2026 13:18:11 -0800

Landman day rates have basically been stuck in neutral since 2000, and Kyle Reynolds of RBG Permian walks Chuck through why that’s turning into a real problem as the field vets age out. Along the way they hit what AAPL actually does, why records still aren’t fully digital, how AI is speeding up title work without replacing judgment, and why NAPE is quietly turning into a marketplace for way more than just oil and gas.

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00:00 Oscars cold open and grim stats tease
01:00 AAPL basics and what it actually does
03:20 The field landman shortage and aging workforce
05:10 Day rates vs inflation and the ROI argument
06:05 Why tech hasn’t removed courthouse work
12:15 Speeding up drill readiness with better pay and tools
15:30 AI in land work, productivity, and replacement fears
20:00 Why humans still need the rules to break them
26:00 Data centers, minerals, and land becoming the bottleneck
33:20 NAPE dates, format changes, and what’s new
36:20 Hubs: bitcoin, minerals, rare earths, offshore, data centers
39:05 Energy is really electrons now
41:10 Paying for quality and avoiding expensive cleanup later

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Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26

collide. — Sat, 10 Jan 2026 05:00:00 -0800

Oil prices, gas at the pump, Venezuela headlines, and a brutally honest scorecard on markets, politics, and global conflict all collide as Chuck and Mark walk through what actually mattered this year. From WTI whiplash and frack spread confusion to Trump’s energy strategy, midterm math, and why narratives keep beating fundamentals, this one feels like a whiteboard session that got a little too real.

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00:00 New year banter and market mood
02:00 WTI and gasoline reality check
05:00 Frac spreads, rigs, and production confusion
10:30 Venezuela headlines vs fundamentals
16:00 Energy stocks and discipline
19:00 Grading the administration
25:00 Immigration, wars, and geopolitics
39:00 Tariffs, trade, and supply chains
47:00 Energy transition reality check
53:00 2026 oil and gas predictions
59:00 Midterms outlook and wrap-up

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Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25

collide. — Fri, 09 Jan 2026 05:00:00 -0800

Headlines love tossing around Venezuela’s “303 billion barrels” like it’s a magic switch, but the reality is messy, expensive, and slow. Mark and David Pursell, Adjunct Professor of Petroleum Engineering, walk through why heavy oil, busted infrastructure, and shaky politics make this a long-cycle rebuild, not a drill-and-chill moment, plus what to watch in markets when the story sounds too easy.

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00:00 Intro and why Venezuela is everywhere
02:10 David’s Venezuela background and PDVSA history
07:40 Why production is hard to restart
09:20 Reserves vs resources and the heavy oil problem
12:45 Refining limits and why Canada filled the gap
16:05 Capital, contracts, and what companies actually watch
24:45 Guyana, Argentina, and above-ground risk
29:00 Inventories, OPEC, and where the “surplus” is hiding
37:15 What to watch over the next 18 months
50:10 Saudi data story and why numbers get political
55:20 Teaching, capstone, and wrapping up

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Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25

collide. — Wed, 24 Dec 2025 05:00:00 -0800

Trading rigs and rock samples for spreadsheets and shareholder battles, Mark Viviano, CFA from Kimmeridge walks through how he stumbled into energy investing, why shale rewired valuation thinking, and how the sector managed to grow like crazy while lighting free cash flow on fire. The convo hits consolidation, why big institutions mostly hide in the top names, and why activism plus a technical bench might be the only way to get boards to move faster.

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00:00 Safe harbor and why this convo exists
01:15 Mark’s path into investing
03:05 Building credentials and breaking into research
05:16 Landing on the energy team
08:03 Conventional to shale and valuation shifts
13:18 The negative free cash flow era
16:29 Why energy shrank inside the S&P
17:24 Too many public E&Ps and consolidation
20:18 Institutions hug the biggest names
23:06 Expertise drain and small caps struggle
28:54 Leaving Wellington and joining Kimmeridge
32:03 Why activism matters in energy
37:05 Timing the move into 2020
40:10 How activism fits the sector today
47:57 Portfolio quality over top down labels
57:39 Gas, power, and AI data center demand
01:01:11 New revenue streams and the next cycle

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Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail

collide. — Tue, 23 Dec 2025 05:00:00 -0800

Collide AI 2025 Wrapped Part 1 turns into a real talk on why forward deployed engineers win where AI pilots stall, with Michael Cortez, John, and Nick Smart swapping war stories from completions, geophysics, and the startup trenches while they map out how Collide Enterprise moves past basic chat tools into search plus workflows that actually hold up in the real world.

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00:00 Setup and intros
00:45 Michael’s path and joining Collide
01:59 Nick’s background and role shift
03:08 Collide Enterprise vs community
04:16 Search, RAG, and workflow evolution
06:31 Why out of the box AI falls short
08:41 Time savings and real work focus
11:39 Single source of truth vision
13:16 Small teams scaling bigger assets
17:18 AI adoption vs past tech hype
19:26 Digital transformation missing link
20:20 Why FDEs make pilots work
23:36 Biggest learnings this year
31:52 What’s next in 2026
38:57 Bold predictions for 3 to 5 years
47:37 Fine tuned models teaser and wrap

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2025 Community Year In Review: How Collide Evolved This Year (And What's Next)

collide. — Tue, 23 Dec 2025 05:00:00 -0800

Collide basically did its own Spotify Wrapped and the punchline is simple: the community doubled, the conversations got more technical, and the team got way clearer on what Collide is now and where it’s headed. Crystal, Todd, Jacob, and Sydney walk through 2025 stats, why events evolved, how Energy 101 came back, what university partnerships unlocked, why Collider AI took a pause, and the platform upgrades and community goals lined up for 2026.

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00:00 Collide Wrapped setup
00:24 Why an energy specific platform works
01:29 LinkedIn fatigue and the Collide vision
02:55 Community calls and Power Hours
03:33 Member growth stats
04:26 2025 output highlights
05:04 Events evolved and ETN sunset
09:38 What members missed most
10:28 Energy 101 comeback
13:24 University partnerships
18:56 Student field trip recap
21:49 Talent pipeline and students
25:24 Collider AI update
29:31 Gamification and Dog House
33:02 Platform UX roadmap
33:48 2026 goals and favorite moments
42:02 Wrap and thanks

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Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production

collide. — Tue, 23 Dec 2025 05:00:00 -0800

Catching yourself rereading last year’s VC emails while you’re back in Silicon Valley is a pretty good way to realize how wild the last 12 months have been. Colin, Chuck, Canisius, and Todd break down how Collide AI is turning fast POCs into real production workflows, why change management is the actual moat, and how a stacked forward deployed team plus community driven distribution is setting up 2026 to be the year everything scales.

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00:00 Product market fit jokes and kickoff
00:28 VC email flashback and velocity
01:29 Forward deployed model and AI first mindset
02:18 Sam Texas and AI coding shift
04:04 What AI first actually means
06:18 Not just podcast bros anymore
07:00 AI breaks silos across the business
08:21 Doglegs example and incentives
09:57 Change management is the advantage
10:18 Client story and regulatory filings win
12:42 Selling outcomes not hype
13:36 Building the FTE team and faster delivery
16:24 AI strategy as workflow ROI first
18:26 Grok as a thought partner and GPU cluster
20:15 Shale revolution mindset parallel
22:29 Recruiting, software DNA, and stacked team
26:16 Content and community as a recruiting engine
29:11 Distribution flywheel in the real world
30:22 Team distribution vs product debate
32:32 2026 is the scaling year
34:02 Community platform finally clicking
36:09 Building the community platform the hard way
39:20 Scaling clients, POCs, and production
41:09 Why mom and pops matter
41:55 Energy demand tailwinds and macro impact
44:44 One word answer for next year: scale
45:20 POC to production cycle time focus
47:12 Scaling tech, sales, and financing
49:45 Moving at AI speed story
50:14 Raising capital and building serious software
52:56 Collide as the operator layer vision
54:02 Gratitude and community over everything

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Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25

collide. — Thu, 18 Dec 2025 23:24:28 -0800

Studio one glow up and the gang is officially back as Kirk Coburn, Chuck Yates, and Mark Meyer trade Texas football and tamale truths, then jump into Ford’s EV write down, BP’s CEO shuffle and what it signals, a quick tour of PE continuation funds around Ascent, and Trump turning up pressure on Venezuela before sliding into holiday stories and band lore.

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00:00 Studio one return and catching up
02:05 Nantucket, offshore wind, and moving to Dallas
11:20 Ford EV impairment and the pivot back
21:05 BP CEO exit and Meg O’Neill incoming
32:10 Ascent bid and continuation fund basics
39:57 Venezuela pressure and oil angle
45:28 Holiday stories and Christmas rituals
50:57 Rice band legends and sign off

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Can One Governor Candidate Rewrite Alaska’s Energy Future?

collide. — Tue, 02 Dec 2025 09:38:17 -0800

Adam Crum brings some serious Alaska energy, literally and figuratively, as he sits down with Chuck to talk about where the state’s headed and how he thinks it can get there. He opens up about everything from playing football at Northwestern to steering Alaska through COVID, all the way to why he thinks the state’s future depends on smarter energy development, fixing outdated policies like the Jones Act, and protecting the culture that makes Alaska, well… Alaska. It’s a mix of big ideas, real talk, and a few stories you probably haven’t heard before, all centered around what it takes to lead and build a sustainable path forward for the Last Frontier.

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00:00 - Intro
01:00 - Alaska Governor Candidacy Motivation
04:50 - Journey to Northwestern University
09:57 - College Football Experience
11:49 - Early Career Path
18:04 - Current Professional Role
22:46 - COVID-19 Challenges
25:54 - Effectiveness of COVID Regulations
29:54 - Ranked-Choice Voting in Alaska
33:19 - Overview of Alaska's Energy Industry
37:02 - Energy Policy Discussion
38:40 - Impact of the Jones Act
48:40 - Outro
49:50 - Connecting with Adam Online

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DOE's $1B Nuke Bet, China’s Coal Loop, & Al Gore’s COP Circus | 11.21.25

collide. — Fri, 21 Nov 2025 12:10:18 -0800

Chuck and Mark crank up the camp as they riff on the Landman season two premiere, bouncing from the show’s oil-patch chaos to the real-world energy circus. They torch the DOE Loan Programs Office’s messy reputation while breaking down its latest billion-dollar moves, like the $1B revival of Three Mile Island for Microsoft and AEP’s $1.6B transmission upgrade, along with its surprisingly strong 3.3% default rate and Tesla’s quick 2013 repayment. Then it’s off to China, where a coal-to-liquids boom big enough to replace 1.3 million barrels a day pairs with thorium molten-salt reactors and plans for a 200-MW nuclear-powered mega-ship by 2035, all signaling Beijing’s trademark long-game dominance. And in peak absurdity, ManBearPig strolls into COP30 as media fawns over Al Gore’s “climate rockstar” entrance, even as new studies warn of a potential Gulf Stream collapse that could freeze Europe like Arctic Canada. All the chaos, all the laughs, all the BDE energy.

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00:00 - Intro
02:43 - DOE LPO Funding
12:15 - China Energy Policies
19:59 - Energy Tariffs Impact
23:15 - Thorium Molten Salt Reactors
26:17 - Closing the Energy Loop
28:17 - Al Gore COP26 Speech
34:14 - MIT Gulf Stream Collapse
36:00 - Episode Wrap-Up

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Congress Chaos, FAA Close Call & COP30’s Amazon Irony | BDE 11.15.25

collide. — Sat, 15 Nov 2025 15:19:41 -0800

COP30’s giving big “save the trees… after we bulldoze them” energy, and Kirk and Mark are all over it. They roast the idea of hosting a climate conference in the Amazon while clearing land for roads, hotels, and runways, right as private jets zip overhead and new drilling permits get stamped. It’s peak irony, wrapped in green branding. They unpack the politics, the money, the energy realities no one onstage wants to mention, and why these climate summits keep feeling more like PR tours than solutions. Sharp takes, spicy commentary, and a whole lot of uncomfortable truth about what “going green” really looks like when the cameras are rolling.

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00:00 - How are you
01:17 - FAA Shutdown News
07:13 - Sanctions Update in Energy Sector
11:16 - Shell vs BG Venture Global Analysis
13:58 - COP26 Climate Conference Highlights
21:56 - IEA World Energy Outlook 2022 Insights
36:28 - College Football Roundup
40:00 - Last Minute Energy Update
40:31 - Wrapping Up Discussion
41:38 - Goodbye and Closing Remarks

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The Sable vs. Coastal Commission Showdown, Explained | BDE 11.04.25

collide. — Tue, 04 Nov 2025 05:00:00 -0800

California’s energy situation is getting messy, and the story behind it isn’t what most people think. Mark sits down with Mike Umbro, founder of Californians for Energy & Science, to break down how policy decisions, refinery shutdowns, and halted oil production are reshaping the state’s entire energy mix. They dig into why geothermal isn’t the quick fix it’s made out to be, how rising energy costs and job losses are hitting local communities, and the surprising environmental fallout from natural oil seeps along the coast. It’s a raw, honest look at what happens when politics and energy collide, straight from someone who’s been in the trenches.

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00:00 - Intro
03:58 - California Oil and Gas Industry Overview
06:38 - Santa Barbara Channel Environmental Issues
09:10 - California Energy Commission Hearings
18:40 - Offshore Oil Exploration in California
19:30 - Sable Offshore Energy Insights
23:50 - SB 237 and Coastal Commission Impacts
26:30 - Restarting Sycamore's Significance for California
29:55 - Environmental Benefits of Responsible Oil Production
40:44 - Economic Consequences of Inaction
43:43 - SYU Crude and Import Displacement
49:00 - Final Thoughts on Energy Policy
51:29 - Outro

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Gates Backpedals on Climate, Trump’s China “Win,” & US Hits Russia’s Oil Giants | BDE 10.31.25

collide. — Mon, 03 Nov 2025 13:13:14 -0800

Bill Gates’ latest climate pivot is stirring things up, and the guys are all over it. Kirk, Chuck, and Mark break down why Gates is stepping away from the emissions-only mindset and putting people back at the center of the climate conversation, think healthcare, infrastructure, and everyday quality of life. From the ripple effects across the energy world to Big Tech’s growing influence, they don’t hold back. The crew also tackles U.S.-China trade tensions, Russian oil sanctions, and how AI could shake up the future of energy. It’s a sharp, funny, and surprisingly optimistic take on one of the biggest climate conversations happening right now.

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00:00 - Halloween Shenanigans
03:20 - Bill Gates Emissions Priority
09:02 - Oil Prices Increase Since 2015
21:00 - US-China Trade Talks Update
24:10 - Jensen Huang on US-China Trade
27:39 - Russia Oil Sanctions Impact
32:52 - Final Thoughts Before We Go
46:24 - Kirk's Surrender Video Insights
51:00 - Mark's Final Thoughts
54:05 - Weekend Wishes and Closing Remarks

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Sable Offshore Stalled, BP’s ICC Win, Oil Glut or Tightness?, Waha $0 Gas | BDE 10.18.25

collide. — Sat, 18 Oct 2025 10:36:52 -0700

California’s energy mess is heating up, and Kirk and Mark aren’t holding back. They’re calling out what happens when regulators, like the California Coastal Commission, start flexing too hard, leaving companies like Sable Offshore tangled in lawsuits over something as basic as fixing old oil platforms near Santa Barbara. Between the fallout from the 2015 pipeline spill, shrinking refining capacity, and a growing dependence on imported crude, California’s energy future looks messy at best. The guys dig into whether regulation is protecting the environment or just strangling innovation and property rights. And because no episode’s complete without a few curveballs, they also weigh in on Phil Mickelson’s surprise energy takes, Venture Global’s LNG drama, and the weirdly booming-yet-bloated Permian gas market. It’s sharp, fiery, and full of big-picture takes on how policy, money, and power collide in the energy world.

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00:00 - Intro
01:25 - California Offshore Oil & Gas Industry
08:12 - Trump and Drug Trafficking Boats
09:11 - California Gas Prices Analysis
11:18 - Emergencies and Property Rights Erosion
14:08 - BP Arbitration Victory over Venture Global
19:15 - Waha Price Fluctuations Explained
28:50 - Energy Information Forum Highlights
31:51 - Forecasting vs. Energy Planning Strategies
37:27 - Golf in the Energy Sector
41:00 - LIV Golf Financial Overview
43:19 - Weather Impact on Energy Markets
44:23 - Thanks for Tuning In

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Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09

collide. — Thu, 09 Oct 2025 05:00:00 -0700

Oil at $500? Yeah, not happening, at least not anytime soon. Kirk, Chuck, and Mark unpack the hype around that wild prediction and explain what’s actually driving oil markets right now. Between OPEC’s chess moves, shifting U.S. production, and global demand swings, there’s plenty to keep traders guessing. They also get into the ripple effects of renewables, how countries are juggling sustainability with economic reality, and a few curveballs, like the MEG Energy deal, that have everyone talking. It’s a smart, unfiltered look at where the energy world’s really headed.

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00:00 - Chuck’s Medical Emergency
02:34 - Show Intro and Overview
06:28 - OPEC+ Surprise Announcement
08:41 - Trump’s Peace Plan and Oil Markets
17:54 - Future of Renewables in Energy
21:15 - Investing in Energy Technology
22:37 - China’s Energy Strategy and Impact
25:00 - Knowledge Gaps in Energy Sector
27:30 - Costs of Bad Energy Policy
30:25 - Addressing Grid Challenges
36:31 - Ambler Mining Road Discussion
39:08 - Finger of the Week Highlight
45:50 - Show Closing Remarks

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Revolutionizing Fracking with Real-Time Data | BDE 10.08.25

collide. — Wed, 08 Oct 2025 05:00:00 -0700

Real-time frac data isn’t some future concept, it’s here, and it’s changing the way completions get done. Chuck Yates sat down with folks from ProFrac and Seismos to break down how AI, automation, and acoustic sensing are turning traditional fracking on its head. Matt Wilks and Panos Adamopoulos talk about ProPilot 2.0 and how closed-loop fracturing is giving operators instant feedback to fine-tune every stage. Then Larry Carroll and Steven Bourgoyne take it further, showing how machine learning and data-driven workflows are pushing completions toward adaptive, even autonomous, operations. From cutting costs to squeezing every drop of performance, this one’s a look at how the oilfield is starting to feel a lot more like sci-fi.

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0:00 Introduction and On-Site Experience
0:43 Frac Automation Evolution: From ProPilot to Real-Time Adaptation
2:07 Seismos Partnership: Real-Time Subsurface Data and Closed Loop Fracturing
5:05 Cost Savings vs Well Performance: What Real-Time Data Enables
7:10 Breaking Down Engineering Silos with Real-Time Collaboration
10:06 Supervised vs Unsupervised Closed Loop: Control and Customization
14:01 Role of AI in Frac Operations and Data Management
16:11 Case Study: Equipment Optimization and Millions Saved
18:26 Adaptive Systems: AI + Physics-Based Measurement in Action
20:49 Human Expertise in an AI World: Replacing or Enhancing?
23:16 How the ProFrac–Seismos Partnership Came Together
25:32 Looking Ahead: Fully Autonomous Fields and Future Inventory
29:35 Frac Performance Measurement: Defining Good vs Bad
33:11 Customer Collaboration: Building Prescriptive Completions Together
36:40 Isolating Variables: Why Controlled Change Matters
40:13 Real-World Results: Cost and Performance Improvements
42:31 Future Roadmap: More Intelligent, Automated, Efficient Fracs
45:33 Refracs and Unlocking More Value from Existing Wells
47:07 Overcoming Customer Risk Aversion to Innovation
49:06 True Partnerships: EMPs and Service Companies Working Together
51:24 Rethinking Tribal Knowledge: AI as a Force Multiplier
53:48 Final Thoughts and Closing Remarks

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Trump’s bold take on climate week, Another BP walkback, solar plant shutdown | BDE 09.26.25

collide. — Fri, 26 Sep 2025 11:28:39 -0700

Trump’s Climate Week speech was anything but subtle, and the Big Digital Energy crew had plenty to say about it. Kirk, Chuck, and Mark break down his unapologetic shots at global green agendas, the messy reality of rushing energy transitions, and what it all means for regular people facing rising energy costs. They don’t shy away from calling out China and India’s emissions role, questioning high-profile renewable failures like the Mojave solar plant, and unpacking the politics of energy independence. It’s a mix of sharp analysis, fiery takes, and plenty of laughs, the kind of conversation where climate policy, energy security, and everyday impact all collide in classic Big Digital Energy fashion.

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00:00 - Intro
01:39 - Trump's UN Speech Highlights
05:38 - China's Emissions Reduction Pledge
11:56 - Rick Perry's LinkedIn Insights
17:25 - BP’s Energy Market Outlook
22:47 - Matt's 2018 Electric Vehicle Speech
26:16 - Ivanpah Solar Facility Closure
28:30 - Left Coast Offshore Wind: Environmental Impact
37:03 - Innovative Giant Kites for Energy
40:25 - Jake's Two-Week Bender
41:50 - Ryder Cup Overview
43:58 - Final Hot Take Discussion

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Elon Musk data centers, IEA's credibility, Jimmy Kimmel and Charlie Kirk aftermath | BDE 09.20.25

collide. — Sat, 20 Sep 2025 07:00:00 -0700

Musk is once again moving faster than the rulebook can keep up. The guys dig into his latest play, Colossus AI data centers, and how he’s flipping old infrastructure into giga-scale operations at a pace that makes regulators look like they’re standing still. From Tennessee to Mississippi, it’s a masterclass in sidestepping red tape while pushing the future of energy and tech forward. Kirk, Chuck, and Mark break it all down with sharp takes on what this means for digital infrastructure, the energy transition, and the frustrating grind of government oversight, all with the usual mix of big-picture insight and no-BS commentary.

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00:00 - Intro
01:17 - Texas A&M President Resigns, Leadership Changes
03:52 - Elon Musk's Colossus II, Innovation and Technology
12:33 - RBN's Power Market Predictions, Energy Trends
21:29 - IEA Acknowledges Depletion, Energy Resources
24:30 - Guest: Elon Musk, Special Interview
26:50 - Jimmy Kimmel’s Cancellation, Entertainment News
31:50 - George Abirone and the Oxford Union, Academic Discussion
36:15 - Proportionality of Consequences, Ethics and Impact
40:31 - Final Thoughts, Wrap-Up Discussion

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The Assassination That Shook Free Speech | BDE 09.12.25

collide. — Fri, 12 Sep 2025 12:01:12 -0700

The shooting of Charlie Kirk has shaken the political and cultural world, raising hard questions about free speech, safety, and what it means to debate ideas in a time this divided. We talk about Kirk’s legacy, whether you agreed with him or not, as someone who pushed for open dialogue and challenged people to treat opponents as humans instead of enemies. From the ripple effects across podcasting and media, to the impact on energy policy, academic freedom, and how we argue about politics, this conversation digs into what feels like a turning point for free expression in America.

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00:00 - Charlie Kirk assassination
07:15 - Energy Climate Assessment
13:08 - Energy Endangerment Finding
16:23 - Violence in Public Discourse
22:03 - Policy Damage from Cancel Culture
27:18 - Global Oil and Gas Demand
27:45 - Underinvestment in Exploration
29:34 - Rights to Improve Living Standards
32:35 - Silencing Debate Consequences
34:24 - Current Events in the US
37:45 - Physics as a Solution
39:50 - Omnivore Diet Discussion
41:50 - Texas A&M Controversy
47:12 - Closing Thoughts

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EQT LNG deal, MA offshore wind, Norway's export dilemma, Shell cancels SAF project | BDE 09.05.25

collide. — Fri, 05 Sep 2025 15:51:47 -0700

Norway’s energy playbook has basically turned the country into Europe’s oversized extension cord, but the trade-offs are starting to sting at home. Kirk, Chuck, and Mark get into how Norway’s hydro power and subsea cables made it a powerhouse exporter while leaving its own citizens facing higher electricity bills. They call out how exports are essentially propping up bad energy bets from countries like Germany and the UK, then draw some sharp parallels back to U.S. policy, think EQT’s LNG push and the roadblocks baked into regulation. Along the way, they touch on offshore wind, sustainable aviation fuel, and the bigger picture of global energy dynamics, raising the question: how do you balance smart economics with keeping the lights on at home?

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00:00 - Intro
03:11 - EQT LNG Deal with NextDecade
10:42 - US Government Involvement in LNG
14:37 - Norway Energy Developments
22:07 - Shell SAF Plant in Rotterdam
24:30 - Exxon European Petrochemical Investments
27:45 - Economic Feasibility of Sustainable Aviation Fuel

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NOV & Well Data Labs Are Changing the Game in Fracking | BDE 09.01.25

collide. — Mon, 01 Sep 2025 05:00:00 -0700

Forget the old way of running frac jobs, this one’s all about what happens when real-time data meets smart analytics. NOV is pulling in live completions data and turning it into clear visuals, while Well Data Labs layers on AI-powered insights that let operators tweak things like friction reducers on the fly. Chuck sat down with Eric Zenero from Well Data Labs and Kayla Scherer from NOV to talk through how this partnership is reshaping fracking, making it faster, smarter, and more efficient. From cutting through messy frac job data to getting real ROI out of predictive analytics, this conversation shows why good data isn’t just useful in oil and gas, it’s the whole game.

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00:00 - Breaking News in Energy
00:22 - NOV and Well Data Labs Partnership Insights
04:56 - Use Case: Friction Reducer Applications
08:09 - Use Case: Stage Variance Tool Explained
09:35 - AI Innovations in Oil and Gas Industry
17:44 - Behind the Scenes: How the Deal Went Down
20:31 - Getting Started with Well Data Labs
21:50 - Cost Analysis and ROI Considerations
27:35 - Data Sharing Best Practices
32:50 - Contact Information for Eric and Kayla

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ExxonMobil in Trinidad, Presidio goes public, AI data centers, Putin & Zelensk | BDE 08.22.25

collide. — Fri, 22 Aug 2025 05:00:00 -0700

Exxon’s latest play in Trinidad and Tobago is a big one, 2,700 square miles of offshore exploration rights that could reshape energy in the Western Hemisphere. Chuck and Mark break it all down: why this territory matters, how seismic programs are setting the stage for massive discoveries, and what it could mean geopolitically as deepwater exploration heats up. Along the way, they get into industry trends, SPACs, policy shake-ups, and even share some personal stories that keep the conversation grounded. It’s a mix of big-picture strategy and boots-on-the-ground perspective on why projects like this matter for the future of energy.

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00:00 - ExxonMobil Trinidad and Tobago Exploration
06:57 - Presidio SPAC Public Offering
15:28 - NYT vs. Trump Admin vs. IEA Analysis
21:49 - Largest AI Data Center Project Update
24:46 - Trump, Putin, and Zelensky Admins Discussion
33:26 - Positive DOE Energy Numbers
34:40 - The Tragedy of War
36:00 - Weekend with Jewel
39:20 - Music Plug

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Crude is down, Trump & Putin, EPA CO2 repeal, Enverus sale | BDE 08.11.25

collide. — Tue, 12 Aug 2025 09:54:14 -0700

Orsted’s massive $9.5 billion rights offering has the wind power world buzzing and not in the way they’d like. Chuck and Mark unpack how the company got here, from ballooning costs and tangled supply chains to rising interest rates that make financing a nightmare. They look at why the Danish government is stepping in with a taxpayer-backed bailout, what it means for big-ticket projects like Sunrise Wind off Long Island, and how turbine lifespan concerns add another layer of risk. It’s a no-fluff look at the collision of green energy ambitions with political, financial, and regulatory reality and why this moment could reshape the future of wind power.

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00:00 - Ørsted Rights Offering
09:28 - Oil Prices Trends
20:29 - Ukraine Conflict Update
23:57 - Economic Sanctions Impact
24:37 - Offshore Brazil Developments
26:39 - EPA CO2 Endangerment Finding Explained
34:10 - Career Playbook: Oil and Gas Industry
37:20 - Maintaining Expertise in AI Era
46:17 - Enverus Acquisition for $6.5B
49:08 - Blackstone Acquisition Insights
51:19 - RS Energy Overview
55:05 - Farewell and Closing Remarks

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BP hits their biggest oil discovery in a decade | BDE 08.06.25

collide. — Wed, 06 Aug 2025 15:13:30 -0700

BP just hit what might be their biggest oil discovery in a decade, and it’s turning heads. We’re talking about a massive hydrocarbon column in Brazil’s Santos Basin, promising structure, but also some tricky CO2 and infrastructure questions that could slow things down. We unpack what this means for BP’s game plan going forward, especially as they try to thread the needle between growth and transition. And if you're into energy market shakeups, this one’s worth your radar. Plus, a little teaser: we’re hosting a live session Monday to talk through all the hot headlines and answer your questions in real time.

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00:00 - Intro
01:08 - BP oil discovery
11:05 - Music talk

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wind farm drama, EU trade, Palisades nuclear plant, Baker Hughes acquisition | BDE 07.30.25

collide. — Wed, 30 Jul 2025 17:00:00 -0700

Dead whales, wind farms, and Nantucket drama, what's really happening off the South Shore? From plummeting property values to environmental consequences like fiberglass debris and whale deaths, we break down the chaos surrounding the controversial wind farms. Dive into the heated debates between local residents, the Nantucket select board, and Vineyard Wind, the company behind this turbulent project. Is this clean energy venture worth the cost, or is it a colossal mistake? Tune in for a no-holds-barred discussion on energy policy, environmental impact, and the unintended consequences of industrializing pristine marine environments. Don’t miss this wild ride through politics, property, and power!

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00:00 - Intro
00:27 - Nantucket Sound Offshore Wind Farm
05:51 - Trump’s Scottish Golf Course
09:51 - Vineyard Wind 1 Update
13:50 - US-EU Trade Deal
20:35 - Sanctions on Russia
25:34 - Palisades Nuclear Facility Restart
28:35 - Streamlining Nuclear Permitting
36:18 - Baker Hughes Acquires Chart Industries
39:21 - Bill Gates’ Hydrogen Superyacht Investment
40:57 - What Would You Do If You Were a Billionaire?
44:11 - In Memoriam
47:55 - Have a Great Week

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CA's refining crisis, PJM capacity, China's $167B dam | BDE 07.25.25

collide. — Fri, 25 Jul 2025 11:12:52 -0700

California’s losing refineries, the East Coast grid is running tight, and everyone’s asking, can distributed power actually save the day? In this episode, I break down what’s shaking up the U.S. energy scene, from gasoline price shocks and a shrinking shale rig count to the strain on PJM’s capacity market. We also take a look at how China’s massive hydro play fits into the global picture, and where companies like Chevron and ExxonMobil are betting on automation. If you care about grid resilience, oilfield shifts, or the future of local energy generation, this one packs it all in.

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00:00 - Intro
00:15 - California Refinery Crisis
08:40 - PJM Capacity Auction Insights
18:46 - China’s Motuo Hydro Project Overview
22:14 - Oil Production Challenges for Have-Nots
26:05 - Need for Energy Subsidies
26:57 - Tribute to Ozzy Osbourne
28:41 - Conclusion and Wrap-Up

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Trump's $90 billion energy plan, Texas pipelines, Chris Wright, Jeffrey Epstein | BDE 07.18.25

collide. — Thu, 17 Jul 2025 15:51:13 -0700

Everyone’s talking about AI like it’s all GPUs and algorithms, but the real story? It’s energy. In this video, we break down how the U.S. is quietly turning its energy dominance into an AI advantage. We’re talking big moves from Pennsylvania to Texas, natural gas, nuclear, and renewables coming together to fuel the AI arms race. We get into the details on the Homer City Giga Campus, why EQT and ExxonMobil are making strategic bets on shale, and how forgotten gas like Waha could be the secret weapon for powering tomorrow’s data centers. This is about more than tech, it’s a full-blown national strategy. If AI is the new Manhattan Project, America’s energy muscle might just be its most powerful asset.

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00:00 - Intro
01:21 - Pennsylvania Energy Innovation Summit
11:35 - Exploration & Production Sector Update
14:39 - Texas Pipeline Developments
23:15 - Chris Wright Industry Update
27:27 - SPR Zinc Contamination Issues
30:55 - Upstream vs Downstream Dynamics
35:35 - Shell's Market Appeal
39:20 - Epstein Case Overview
45:40 - Matt Benassi Insights
48:40 - Notable List Discussion
49:22 - Media Coverage of Epstein Case
51:33 - Conclusion and Wrap-Up

the horrifying Texas floods | BDE 07.10.25

collide. — Thu, 10 Jul 2025 05:00:00 -0700

The Texas floods hit hard, and this episode gets real about what that looked like on the ground. We talk about the heartbreaking moments, the lives forever changed, and the absolute guts shown by folks who stepped up when it mattered most, like camp counselors risking it all to save kids. It’s a raw and personal look at what those camps along the Guadalupe mean to so many of us, and how this community showed up with grit and grace in the face of tragedy.

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00:00 - Intro
02:41 - Texas Floods: Impact and Response
03:45 - Unique Aspects of the Area
05:48 - Surreal News Coverage
07:59 - Impact of Camps on Community
10:49 - Camp Drop-Off Memories
12:55 - The Yates Girl Connection
13:08 - Camp Counselors' Heroism
17:05 - Avoiding Political Discussions
20:30 - Jonathan McComb's Story
23:58 - How to Donate
25:15 - No Magic Solutions
25:50 - Concluding Thoughts
26:50 - Supporting Those in Need
27:25 - Search and Recovery Efforts
29:30 - Personal Messages of Support

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The Truth Behind the Big Beautiful Energy Bill | BDE 07.03.25

collide. — Thu, 03 Jul 2025 05:00:00 -0700

The Big Beautiful Energy Bill just passed and let’s just say it’s not all sunshine and wind turbines. We’re unpacking what’s really going on here: why some renewables are suddenly less loved, how oil and gas somehow walked away smiling, and what Alaska had to do with any of it. There’s tax talk (don’t worry, we make it make sense), political chess moves, and a look at what this means for companies like Chevron and Exxon. Oh, and we didn’t forget about nuclear (especially the bite-sized kind) or how AI is creeping into your energy grid. If you’ve got questions about the future of natural gas, energy markets, or what this bill means for your lights staying on—this one’s for you.

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00:00 - Intro
00:38 - Big Beautiful Bill: Key Provisions
11:23 - Elon vs. Yellen: Economic Growth Insights
21:05 - Mexico Oil Production Trends
22:44 - EIA 914 vs. High Frequency Data Analysis
28:38 - World's Largest Data Center
32:39 - Equity Payments for Nuclear Energy
35:29 - Future Outlook: Let's Wait and See
40:21 - ERCOT: Wind and Solar Preferences
43:14 - Texas Off-Grid Energy Solutions
47:10 - DOE Loan Program Overview
49:20 - Government Funding Opportunities
53:13 - Conclusion and Goodbye

Israel vs Iran: What's Next for Energy Markets? | BDE 06.16.25

collide. — Mon, 16 Jun 2025 07:34:22 -0700

The Israel-Iran conflict is shaking up the global energy landscape, and the effects are being felt from crude oil prices to gas supplies. Tensions are rising, with everything from potential strikes on nuclear sites to the threat of oilfield infrastructure being caught in the crossfire. We’re talking about the risks to key spots like the Strait of Hormuz, how OPEC is reacting to the situation, and how American shale production could play a big part in keeping things stable. It's a high-stakes game where energy security is on the line, and we’re looking at what could happen if things escalate, whether through direct retaliation or proxy moves. We’ve got you covered on how this all could shake out and what it means for the future of energy markets.

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00:00 - Israel Strikes Iran
07:29 - Oil Market Reaction
17:27 - Conflict Resolution Strategies
26:56 - US Oil Production Trends
31:10 - Regime Change Motivations in Iran
35:00 - US Energy Policy and Electric Vehicle Mandate
38:50 - Israel and Hamas Conflict Analysis

Trump vs Musk, TX SB-6 - ERCOT, Revisiting Nuke Costs | 25.06.07 BDE

collide. — Mon, 09 Jun 2025 05:00:00 -0700

Things are heating up in the world of Trump vs. Musk, as the two giants clash over EV incentives and oil and gas subsidies, do they even exist? Over in Texas, SB-6 is set to give ERCOT the power to pull the plug on massive data centers, cutting down on residential blackouts and shifting some grid responsibility onto developers. But what does that mean for backup power economics? And then there’s nuclear energy, why’s it costing us so much more than countries like France and India? As always, we’re breaking down the latest in policy, politics, and everything in between, with plenty of news, stats, and a little bit of BDE flair.

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00:00 - Intro
01:25 - Reagan's D-Day Speech Analysis
07:42 - Elon Musk vs. Donald Trump Debate
18:57 - Texas Senate Bill 6 Overview
30:45 - Nuclear Power Costs Explained
33:51 - Energy Industry Demands
39:45 - Elon Musk's Political Reality
44:40 - Directing Elon's Frustration
46:50 - Closing Remarks
47:14 - Upcoming Power Hour Preview
47:53 - Goodbye

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EOG UAE announcement, Trump's Middle East, Texas Energy Fund | BDE 05.23.25

collide. — Thu, 22 May 2025 21:49:01 -0700

EOG just made a bold move in the UAE, locking down a massive 900,000-acre exploration deal that could change the energy game. We're breaking down how this huge partnership is shaking things up, from US energy diplomacy to Middle East investments, and what it means for the future of unconventional oil and gas. We’re talking tech transfer in the UAE, the shifting dynamics of oil prices, and how AI, data centers, and demand growth are reshaping the whole market. It’s a mix of real-world stories, big-picture insights, and a little humor to keep things interesting. This one's packed with juicy takes for anyone in or curious about the energy biz.

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00:00 - Catching up with Mark and Chuck
05:37 - Guess who's back, back again
06:22 - EOG's UAE Deal Analysis
12:52 - Qatar’s $400M 747 Investment
18:16 - Trump’s Next OPEC+ Strategy
22:00 - US Energy Imports and GDP
28:29 - Texas Energy Fund Overview
32:55 - Rate Base vs Deregulated Energy Markets
40:03 - Looking for Love in Energy
43:03 - Eisenhower’s Vision for Nuclear Energy
50:07 - Wrapping Up

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Shell and BP Acquisition Rumors? BDE 05.12.25

collide. — Mon, 12 May 2025 14:31:14 -0700

We're talking tech and how it's totally shaking up the oil and gas world. From AI to game-changing software, and with moves from giants like Shell, BP, and ExxonMobil, we break down the trends and challenges that are reshaping the energy game. Digital Wildcatters is leading the charge on oilfield innovations, while Shell and BP’s strategies are giving us a glimpse into what’s next for the industry. We also dive into U.S. trade talks and how they’re sending ripples through global energy, the evolution of American shale, and the shift towards more automated drilling rigs. It's all about striking the right balance between efficiency, innovation, and what the market demands, plus we throw in some humor while we’re at it. Whether you’re a seasoned vet in the field or just curious about energy’s future, we’ve got the good stuff for you.

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00:00 - Intro
02:44 - Shell and BP: Energy Strategies
19:04 - US-China Trade War Update: Economic Impact
21:47 - Matt's 3 Points on the Trade War: Key Insights
24:47 - Oil Industry Requests from Trump Administration
31:53 - Government Support for Oil Industry: Recommendations
38:30 - Diamondback’s Earnings Release: Financial Overview
41:40 - Oil Market Rebound Point: Future Predictions
45:15 - US Shale’s Lost Vitality: Industry Challenges
46:40 - What's Next for Oil: Market Outlook
47:40 - Sign-off

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Spain blackout, US & Ukraine, CCUS headwinds, Majors in Guyana | BDE 05.02.25

collide. — Fri, 02 May 2025 14:02:42 -0700

Spain hit 100% renewables and then the lights went out. We’re unpacking what actually happened when the grid went sideways and why it rippled into Portugal and France. From the weird culprit (hello, atmospheric vibration?) to why renewables alone might not cut it, we’re talking inertia, batteries, nuclear, and what all this means for grids everywhere. We even throw in ERCOT, Canada’s energy politics, and how the U.S. grid compares to Europe’s. It’s part physics lesson, part real talk about the tradeoffs in building a future-proof energy system.

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00:00 - Intro
00:58 - Spain’s Blackout: Energy Crisis
05:29 - ERCOT’s Energy Storage: Innovations and Challenges
11:15 - Debating the Grid’s Future: Energy Policy Discussion
15:04 - UK Election Results: Impact on Energy Policy
16:37 - Canadian Election Results: Energy Policy Implications
23:47 - Ukraine: Mineral Deals and Energy Resources
27:39 - We Have No Leverage Over Putin: Energy Geopolitics
34:51 - Carbon Capture and Storage (CCUS): Technology and Future
40:49 - Wrapping Up: Key Takeaways

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Trump halts Empire Wind, China ceases exports, crude production plateauing | BDE 04.22.25

collide. — Tue, 22 Apr 2025 09:57:41 -0700

Empire Wind just hit the brakes, and we’re breaking down why. From tangled-up environmental red tape to sky-high project costs, this offshore wind giant in New York is facing a major pause that’s sending shockwaves through the energy world. We’re talking rare earth minerals, China’s export power moves, and whether the U.S. is already peaking on oil production. Oh, and Chuck’s got a story or two from the World Oil Man’s Poker Tournament, because what’s an energy convo without a little Vegas flair?

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00:00 - Intro
03:05 - Vineyard Wind Construction Halted: Renewable Energy, Offshore Wind, Project Delay
11:15 - China Threatens Rare Earth Export Ban: Rare Earth Metals, Trade Tensions, China Policy
16:53 - The US Needs to Dominate Critical Industries: Industrial Strategy, Economic Growth, Global Competitiveness
23:43 - US Oil Production is Like an LA Weatherman: Oil Market, Production Trends, Economic Forecast
34:01 - Josh Young: 2012 Oil Peak: Oil Industry, Peak Production, Historical Trends
38:55 - What Did We Learn: Key Takeaways, Insights, Discussion Summary
41:20 - How to Space: Energy Planning, Infrastructure, Spatial Strategy

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Trump Tariffs, Canadian Federalism, Mubadala | BDE 04.20.25

collide. — Mon, 21 Apr 2025 05:00:00 -0700

Collide just pulled off a $5M seed raise and yeah, it’s kind of a big deal. We’re talking about a crew that started out making podcasts and is now building AI tools that are shaking up the energy world. From Mercury Ventures to some serious oil and gas backers, the investment is rolling in. We unpack what this means for automation, the inefficiencies AI might finally kill off, and all the juicy stuff, OPEC updates, oil price predictions, tariffs, geopolitics, and where U.S. production could be headed. Oh, and we finally broke in the new studio, so you’ll get a few behind-the-scenes laughs and a glimpse at our most ridiculous announcement video yet.

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00:00 - Intro
00:54 - Collide. Seed Round Funding
03:21 - Oil Prices Trends and Analysis
08:58 - Impact of Tariffs on Energy Sector
13:18 - US-China Relations in Energy Market
15:46 - Russia-Ukraine Ceasefire Updates
20:06 - Future Predictions in Energy Industry
28:05 - Canadian Federalism and Permitting Reform
33:00 - Mubadala and Cheniere Joint Venture Insights
38:16 - Career Reflections at Run Energy

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Trump & Putin, Houthis, Israel strikes, JFK files released | BDE 03.20.25

collide. — Thu, 20 Mar 2025 08:22:05 -0700

We’re unpacking how influencers and shifting media landscapes are reshaping sports and energy, breaking down the latest headlines on Rory McIlroy, media monopolies, and even some classic Larry Bird smack talk. On the geopolitical front, we’re diving into US airstrikes in Iran, Trump’s latest call with Putin, and the ongoing Israel-Gaza conflict. Oh, and for the history buffs, we’ve got fresh insights on the JFK assassination, because somehow, there’s always more to uncover.

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00:00 - MARC Conference Promo
00:59 - Rory McIlroy Article Analysis
03:30 - Media Monopolies Impact
05:10 - Rory McIlroy and Media Coverage
07:20 - Larry Bird Smack Talk Highlights
09:45 - US Airstrikes in Iran Discussion
13:44 - Trump and Putin Call Insights
19:00 - Israel-Gaza Conflict Overview
21:30 - Space Relations with Russia
23:53 - JFK Assassination Insights
28:23 - New Information on JFK Assassination
33:23 - Upcoming Guest: Colin Grabow
34:50 - Show Outro

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CERAWeek Highlights, Iranian sanctions, Trump & Tesla | BDE 03.12.25

collide. — Wed, 12 Mar 2025 14:44:28 -0700

AI is shaking up the energy world, and we’re here for it. Fresh off the MARC (Minerals and Royalties Conference), we’re unpacking the biggest shifts in energy, how AI is changing the game, why the IEA suddenly has a different tune on global energy policies, and what natural gas and EV adoption mean for US energy independence. We’ll also get into the geopolitical chess match of sanctions and strategies, plus how energy ties into national security and tech. As always, expect sharp insights, a few hot takes, and plenty of laughs along the way.

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00:00 - CERAWeek Recap 2023
04:58 - IEA Insights on Energy
12:21 - Starting Over in Energy Transition
13:44 - EIA Natural Gas Price Forecast 2023
18:02 - ADNOC Investment in US Data Centers
22:29 - Iranian Sanctions Impact on Energy
27:40 - Bloomberg: Unspontaneous Combustion Explained
32:40 - Material Science and Supply Chain Challenges
36:20 - Trump’s Influence on Electric Vehicles
38:50 - Best Cybertruck Wrap Job Showcase
40:22 - Episode Wrap-Up and Key Takeaways

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Trump's Oil Impact, OPEC, Zelensky Peace Proposal | BDE 03.05.25

collide. — Wed, 05 Mar 2025 06:54:11 -0800

OPEC just shook up the energy world again, rolling back 2.2 million barrels per day of production cuts, and the ripple effects are huge. Will oil prices climb? Can U.S. shale keep up, or are we looking at a new reality for American production? We’re breaking down what this means for global supply, market stability, and the geopolitical chess game playing out from Saudi Arabia to Venezuela. Plus, the latest on LNG, trade wars, and whether energy independence is still a thing or just a nice idea. From drilling rigs to big moves by Chevron and ExxonMobil, we’re covering all the angles, because let’s be real, this industry never sits still.

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00:00 - OPEC+ Production Increases
04:33 - Ukraine Russia News Update
09:36 - Zelensky Peace Proposal
19:04 - Anduril IVAS Contract Details
21:16 - China's Shipbuilding Industry
21:40 - Ukraine Taiwan Relations
24:25 - Venezuela Economic Situation
28:15 - Trade Tariffs Discussion
34:14 - Overview of Key Topics
37:54 - State of the Union Predictions
44:30 - Show Conclusion and Wrap-Up

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Carnivore diet, Diamondback acquisition, Texas Energy Fund, BP scrap renewables | BDE 02.24.25

collide. — Mon, 24 Feb 2025 12:26:15 -0800

Tennessee is making big moves in tech, and the Colossus XAI facility is proof, housing the world's most powerful supercomputer in a mind-blowing 750,000-square-foot space (and growing). This beast runs on 300 megawatts and is set to scale past a million chips, making it a game-changer for AI and computing. But that’s just the start, we’re also talking about energy efficiency breakthroughs, why Tennessee’s business-friendly setup is a magnet for projects like this, and the wild speed of its construction (122 days!). Plus, a look at private equity shaking things up in the Permian, BP rethinking renewables, and somehow, the carnivore diet debate sneaks into the mix. If you like tech, energy, or just seeing how industries collide in unexpected ways, this one's got plenty to chew on.

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00:00 - Catching up with Kirk
04:09 - Sky News Future of Media
08:56 - Diamondback Energy Acquisition
17:34 - BP Capital Markets Day Insights
23:00 - BP and Shell Comparison
27:06 - ANGI Overview
32:28 - IPCC Climate Report
37:13 - Final Thoughts Discussion
41:24 - Thanks for Joining Us

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Trump’s tariffs, 42-Mile conveyor belt, UK dodge gas storage crisis | BDE 02.04.25

collide. — Tue, 04 Feb 2025 05:00:00 -0800

Big things are happening in the oilfield, literally. We’re talking about a 42-mile, all-electric conveyor belt hauling frac sand across the Delaware Basin, cutting out thousands of truckloads and making operations safer, cleaner, and more efficient. Bud Brigham and his team just dropped $400 million on this beast, moving 13 million pounds of sand annually and changing the game for shale drilling. We’re breaking down why this could be the future of frac logistics, what it means for rigs and automation, and how it stacks up against traditional sand hauling. Plus, a look at the latest energy headlines, OPEC moves, US policy shifts, and what’s shaking up oil markets, from Chevron to ExxonMobil.

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00:00 - Mark’s Back
01:32 - OPEC+ Meeting
04:14 - Mexican Tariffs
07:34 - Tariffs and Trade Policy
11:15 - USMCA Update
14:15 - Trump vs. Mexico: Who Won?
15:27 - UK Energy Crisis
24:30 - Bud Brigham's Conveyor Belt Innovation
28:34 - Upcoming Events
29:38 - Mavs Trade Analysis
34:18 - Super Bowl Highlights
36:40 - Officer of the Year Recognition

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Trump executive orders, Scott Sheffield , can China beat OpenAI? | BDE 01.28.25

collide. — Tue, 28 Jan 2025 05:00:00 -0800

Can China really outpace OpenAI? From shaking up the energy world, think Chevron, Exxon, and even Bitcoin mining, to sparking debates on power demands and national security, this one’s got layers. Plus, we’re unpacking how these AI advancements could flip the script for data centers, LNG exports, and even the future of American shale. Oh, and let’s not forget the FTC drama over those big oil mergers, it’s all connected. Is this a real game-changer or just more noise? Let’s untangle it.

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00:00 - Intro
01:09 - What is Deep6
04:59 - Reality of Deep6
09:10 - Trump's Executive Orders
14:44 - DeepSequestration and Energy Projects
16:35 - History Rhymes: Lessons Learned
20:40 - Growth of AI Investment
22:00 - Trump's Influence on Bitcoin Cycle
23:50 - Bitcoin Overview
26:35 - Energy Sector Insights
29:35 - Expectations from the Administration
31:30 - Regulation Final Thoughts
34:30 - Scott Sheffield Discussion
40:15 - Lina Khan and the FTC Insights
46:03 - FTC Ruling on Scott Sheffield
49:20 - Wrap-Up with Ryan
49:39 - Thanks for Joining
49:44 - Like the Show?

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Bitcoin Miners Are America's Secret Weapon | BDE 01.13.25

collide. — Tue, 14 Jan 2025 11:07:33 -0800

Curious about how Bitcoin mining is reshaping global energy? We dive into its critical role in national security with energy expert Lisa Hough. From Africa's innovative operations to major US energy deals, discover why Bitcoin infrastructure is becoming as crucial as oil reserves in historic wars. We explore explosive growth in Bitcoin ETFs, groundbreaking mining tech in remote areas, and why energy giants are getting into crypto. Learn how stranded natural gas could fuel America's digital future and why domestic mining matters for security. Lisa shares insights from her visits to African mines, highlighting the US need for robust power generation. Whether you're into energy, crypto, or national defense, this episode uncovers why Bitcoin's energy impact is game-changing.

Click here to view the episode transcript.

00:00 - intro
01:21 - Bitcoin ETFs, cryptocurrency investments
05:48 - Africa Bitcoin Conference, blockchain events
09:44 - Gridless Bitcoin Mining, sustainable energy
14:01 - Energy companies and Bitcoin mining, industry challenges
18:01 - E&Ps and Bitcoin mining, land management
23:11 - Energy companies embracing Bitcoin mining, market trends
26:40 - Tax incentives for Bitcoin mining, financial benefits
27:50 - Bitcoin's potential portfolio allocation, investment strategy
32:10 - Political climate reversal, regulatory impacts
33:55 - Elon Musk vs. Jack Dorsey, tech leaders debate
41:57 - Constellation's Calpine acquisition, corporate strategies
46:00 - Expensive energy transition, cost implications
52:30 - Biden's rumored executive orders, policy analysis
57:29 - Protecting ourselves in the digital age, cybersecurity
59:30 - How to find Lisa, guest information

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Trudeau resigns, Biden offshore drilling ban, Colorado's battery trains | BDE 01.06.25

collide. — Mon, 06 Jan 2025 13:45:21 -0800

What happens when Trump shakes up energy policy in 2025, Trudeau steps down in Canada, and investor sentiment trumps regulations in shaping oil production? It’s a wild ride through the energy world this week as we untangle the latest twists and turns in North America’s energy landscape, like Biden’s offshore drilling ban and some surprisingly clever energy transport moves in Colorado. We’re talking market shocks, political drama, and the ripple effects on pipelines, production, and global relations. Whether you’re here for the insights or the chaos, this one’s packed with predictions and perspectives on where the energy game is heading.

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00:00 - Intro
00:40 - Trudeau Resigns Liberal Party Leadership
12:30 - Biden Offshore Drilling Ban Explained
19:25 - Innovative Battery-by-Rail Concept
22:14 - Coal vs. Batteries: Energy Density Comparison
25:58 - Importance of Incremental Energy Costs
29:28 - Predictions for 2025 Energy Trends
33:00 - Titans, Texans, Oilers
35:50 - Landman Episode 9 Recap

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Exxon's Bold Move into Data Center Power & Meta's Controversial Decision | BDE 12.13.24

collide. — Fri, 13 Dec 2024 05:00:00 -0800

Exxon just dropped a bombshell: they’re building a 1.5-gigawatt natural gas power plant, complete with 90% carbon capture, to fuel data centers, and it’s shaking up the tech and energy worlds alike. This bold move brings Big Oil and Silicon Valley closer than ever, and we’re peeling back the curtain on what it all means. From the tech partnerships in the works to the national security angles and even the mysterious drones buzzing around, there’s a lot to unpack. Think power plants, AI, and a whole new kind of energy play, it’s not just the future; it’s happening right now.

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00:00 - Travel Sucks
02:48 - Exxon's Strategic Move
09:35 - Meta's Controversial Decision
14:09 - Drones in Modern Warfare
19:50 - Engaging with Adversaries
24:34 - Holiday Season Insights
26:28 - Future Predictions
31:55 - Recycling Financial Resources
32:30 - Energy Sector vs Venture Capital
33:20 - Digital Wildcatters Forecast
34:54 - Holiday Greetings and Reflections

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Crude Tensions: the Missing Israel - Iran Risk Premium

collide. — Fri, 06 Dec 2024 05:00:00 -0800

James Kostohyrz argues there’s a real chance that Israel and Iran are going to war. Like bombs and missiles. Real war. If so, what’s Iran’s first move? Shut down the Strait of Hormuz and immediately block 20% of the world’s oil production. Oh crap. What would that mean for oil prices? It’s a scary yet possible scenario we are facing. Horrifying with huge ramifications for oil prices. James argues it’s not priced into today’s crude prices.

00:00 - Intro
01:52 - How Anas Makes Money
03:09 - Geopolitical Risk and Oil Prices
07:10 - Impact of Middle East War on Oil Prices
11:29 - Iran's Blockade of the Strait of Hormuz
17:59 - Iran's Economy and Potential Regime Change
27:46 - Public Executions in Iran
28:40 - Israel's Regime Change Policy
29:40 - Likelihood of Regime Change in Iran
32:53 - US Shale Revolution Insights
34:00 - Overconfidence in US Shale Production
36:20 - Asymmetric Risk/Reward in Energy Sector
40:00 - Market Strategies for Investors
43:53 - Israeli Perspectives on Regional Issues
51:54 - Trump Administration's Potential Actions
58:05 - Scenarios for War Outcomes
1:00:50 - Potential Peace Deal Scenarios
1:02:44 - Iran's Nuclear Program and Israeli Strategy
1:05:50 - Trump’s Iran Policy and Diplomacy Prospects
1:10:05 - Israel's Threat from Iran's Proxies
1:11:02 - Ukraine's Role in the Conflict
1:19:10 - Market Apathy Towards Geopolitical Risks
1:20:17 - Contact Information for Teddy
1:21:10 - Recent Changes in Israel
1:23:06 - October 7, 2022 Events

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Landman TV Series is Changing Energy's Image | BDE 11.26.24

collide. — Tue, 26 Nov 2024 09:30:26 -0800

Oil and gas are having a moment, blending old-school grit with new-school tech, and we’re here for it. From the cultural buzz around "Landman" to how energy jobs are shaking off old stereotypes, we're unpacking the human stories behind the rigs and the data fueling tomorrow’s grids. Whether it’s Silicon Valley meeting the Permian Basin or roughnecks embracing automation, the energy world is rewriting its playbook, and it’s wild to watch. Dive into grid economics, tech’s takeover in the oil patch, and what it all means for the people making it happen.

Click here to view the episode transcript.

00:00 - Intro
01:55 - Aggies
04:17 - Landmen
06:28 - BDE (Big Data Engineering)
08:32 - DOE Loan Programs Office
12:02 - Sailing Adventures
14:20 - Landman Insights
16:36 - COP26 Climate Conference
19:10 - The Good Hand Experience
23:30 - Grateful Reflections
26:04 - Grateful for Our Country
28:03 - Wrapping Up Discussion
28:42 - Mark’s Cowboys Road Win Gratitude

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Chris Wright Energy Secretary, COP29 Finance Week, Burgum's Energy Council | BDE 11.21.24

collide. — Thu, 21 Nov 2024 11:03:23 -0800

When a fracking trailblazer and science advocate heads to Washington, you know the energy world is buzzing. This week, we're talking about how Chris Wright, the CEO of Liberty Energy, could shake up U.S. energy policy with his mix of gritty industry experience and no-nonsense pragmatism. From transforming the Barnett Shale to his vision for balancing environmental responsibility with human progress, Wright’s story is anything but ordinary. We’ll also unpack what his nomination says about the direction of American energy leadership, the challenges of modernizing the grid, and what COP29’s finance week could mean for global energy projects. It's a candid look at how technical know-how might finally bring some real-world solutions to Washington’s energy puzzle.

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00:00 - Intro
01:03 - Chris Wright Energy Secretary Nomination
12:15 - Department of the Interior & National Energy Council
23:56 - COP29 Climate Conference
25:36 - Foreign Aid in Energy Policy
29:25 - Joe Rogan Discussion
31:58 - Last Week's Guest Preview

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Post Election: Crude oil, OPEC+ and Energy Czars, COP 29, Diamondback | BDE 11.11.24

collide. — Mon, 11 Nov 2024 15:25:14 -0800

We're talking about one of the best trades ever made: swapping out Kirk to bring on the legendary Dave Purcell! Dave's done it all, from leading development at Apache to diving into some seriously big ventures. We'll get into his wild ride through the oilfield, hitting everything from hydraulic fracking to global capital strategies, and he’s got insider takes on OPEC moves, the latest in U.S. drilling, and where American Shale might be headed. If you want the scoop on drilling rigs, roughneck life, and how automation is changing the game with giants like Chevron and ExxonMobil, this one's for you!

Click here to view the episode transcript.

00:00 - Guest Intro - Dave Pursell
02:14 - Industry Events and Trends
03:58 - Remembrance Day Observance
04:42 - Dave’s Insights on OPEC
06:32 - OPEC's Strategic Considerations
09:54 - Addressing Iran's Influence
12:52 - Campaign Theme: Drill, Baby, Drill
18:09 - Historical Lessons in Energy
23:54 - Future of Oil and Gas Industry
26:55 - Role of an Energy Czar
32:00 - Highlights from COP 29
42:56 - Diamondback's Off-Grid Power Initiatives
45:14 - Increasing GOR in the Permian Basin
47:28 - Bridging the Power Gap to Nuclear
50:50 - Texas A&M's Role in Nuclear Energy
53:40 - Final Thoughts and Reflections

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2024 US Elections LIVE | BDE 11.05.24

collide. — Wed, 06 Nov 2024 07:09:56 -0800

Mark and Chuck talk 2024 US Elections LIVE as the results come in.

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Election Predictions, Voting Security Concerns & Energy Policy | BDE 10.29.24

collide. — Tue, 29 Oct 2024 14:50:01 -0700

Energy and politics are colliding in a big way, and we’re breaking it all down, no fluff, just the real impact. From the wild swings in energy investments to what upcoming elections mean for drilling, EV mandates, and U.S. energy independence, we’re cutting through the noise. What’s the deal with executive actions on American shale? How do policies shape oilfield automation and drilling incentives? And why is energy at the center of every political debate right now? Whether you're in the industry or just trying to make sense of it all, this conversation hits on the issues that matter most.

Click here to view the episode transcript.

00:00 - Intro
01:25 - Environmental Policy 2025
06:37 - Energy Policy and Election Impact
14:25 - ERCOT vs. EPA Regulations
18:45 - Media Endorsements Analysis
25:52 - Voting Preparation: Energy Policy
31:00 - Electric Vehicle Mandates
33:44 - Election Security Concerns
41:04 - Voter ID Laws
42:20 - Election Predictions and Insights
46:35 - Matt’s Pen: Key Takeaways
49:15 - Wrapping Up the Discussion

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Three Mile Island's Revival, ERCOT, Taiwan's Energy Crisis, BRICS Expansion | BDE 10.25.24

collide. — Fri, 25 Oct 2024 13:28:56 -0700

Plans to transform Three Mile Island into a cutting-edge data center hub, powered by a mix of classic analog tech and modern upgrades. It covers Microsoft’s partnership with Constellation, the challenges involved, and how this project could impact energy solutions for companies like Google and Amazon. Plus, it highlights the importance of analog systems in protecting against digital threats.

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00:00 - Intro
01:24 - Three Mile Island Update
07:35 - Peter Lake Interview
19:37 - BRICS Summit Insights
24:30 - Economic Realignment Trends
27:00 - Taiwan's Energy Vulnerability Issues
32:25 - Energy Security in Manufacturing
37:15 - Finger of the Week
38:56 - Brian Cashman Stories

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Google nuclear reactor deal, Nigerian grid collapse, Peak Resources launches IPO | BDE 10.15.24

collide. — Tue, 15 Oct 2024 13:25:19 -0700

Peak Resources is making a bold play with its IPO, but is it a power move or a gamble in today’s shaky market? We’re breaking down what’s really going on, from Jack Vaughn and Yorktown’s backing to the tough road ahead in Wyoming’s regulatory maze. Why now, with valuations at rock bottom? What does Janney Montgomery’s involvement say about investor appetite? And how does Peak stack up against recent IPOs like Tamboran? We’ll also get into the bigger picture OPEC+, global oil demand, geopolitical wildcards like Iran, and how natural gas and next-gen nuclear tech are shaping the energy landscape.

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00:00 - Intro
00:35 - Peak Resources IPO
05:13 - IEA Report
10:24 - Nigeria Grid Collapse
16:29 - Singapore Energy Strategies
25:51 - Malaysia Energy Developments
26:10 - Google Power Purchase for AI
28:10 - Elon Musk as Secretary of Energy?
29:50 - Trump Win Impact on Energy Industry
33:10 - Harris Win Impact on Energy Industry
33:48 - Vanderbilt Update

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Hurricane Milton, BP's Big Oil Pivot, Texas Power Crisis, Iran's Oil Market | BDE 10.07.24

collide. — Mon, 07 Oct 2024 15:03:43 -0700

Scott Tinker is going live for an AMA, and it’s your chance to throw him your toughest questions on energy, climate, and everything in between. He’s bringing insights from his PBS show, acclaimed Switch documentaries, and years of experience in the industry. We’ll cover the latest on hurricanes and climate debates, the ever-shifting balance between oil and renewables, and what ExxonMobil, Chevron, and BP’s moves mean for the future. Plus, a no-BS take on natural gas, drilling, and the real challenges of keeping energy reliable. Don’t miss this chance to hear from one of the sharpest minds in the game.

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00:00 - Intro
02:04 - Weatherman Chris Martz on Hurricane Michael
11:19 - Netanyahu's Next Moves
22:35 - BP's Shift Back to Oil
25:20 - Interview with Terry
27:22 - BP's Challenging Transition
33:26 - EIA OTM Power Demand Report Analysis
37:18 - Timeline for New Baseload Power
40:20 - Off-Grid Power Solutions
46:00 - Additional Factors to Consider
49:50 - Simplifying the Energy Market
50:30 - Natural Gas Insights
52:25 - Offshore Wind Update

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Middle East Conflict, Helene Floods, Oil Market Shifts, Wind Auction Shelved | BDE 10.01.24

collide. — Tue, 01 Oct 2024 16:07:21 -0700

How does a wind project go from $62 million to a jaw-dropping $102 million? We’re digging into the hidden costs, legal battles, and grid stability issues that are reshaping the economics of renewable energy. From SPP’s fight with a Wyoming wind farm to the harsh realities of inflation and base load requirements, this isn’t the clean-cut green energy story you usually hear. We’ll also break down oil production trends, geopolitical energy shifts, and why offshore wind projects keep running into roadblocks. Featuring insights from Mark Orsano of C6 Capital, this is one conversation you don’t want to miss.

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00:00 - Intro
03:29 - NC Floods, Natural Disasters, Climate Impact
10:17 - 1927 Mississippi River Flood, Historical Floods, Disaster Management
16:19 - Mark Rossano on Oil, Energy Markets, Oil Industry Insights
16:53 - Matt and Mark Rossano on China and the Economy, China Economic Trends, Global Economy
21:44 - What Does This Mean for OPEC+, OPEC Strategies, Oil Production
25:35 - China’s Economy, Economic Growth, Trade Relations
33:05 - US Oil Supply, Energy Supply Chain, Oil Market Dynamics
35:08 - Middle East Peace, Geopolitical Issues, Regional Stability
38:36 - Where Could This Go Wrong, Risk Assessment, Future Predictions
44:00 - Does the US Election Matter, Political Impact, Election Analysis
47:51 - Reagan Showing Gaddafi His House, Historical Relations, Political History
48:19 - How Deep Are the Bunkers, Military Strategy, National Security
49:03 - Offshore Wind, Renewable Energy, Sustainable Solutions
52:36 - Quality Control Failures, Industry Standards, Manufacturing Issues
57:06 - Hurdle Rates, Investment Analysis, Financial Metrics
59:25 - Colin’s Tribute to Scott Gale, Remembrance, Personal Tribute

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CA suing XOM over plastics, WTI breaches $72, hydrogen controversy | BDE 09.24.24

collide. — Tue, 24 Sep 2024 11:48:24 -0700

Oil prices are all over the place, and it’s not just about supply and demand anymore. China’s latest fiscal moves, rate cuts, stimulus, and construction demand are sending ripples through global markets, while hurricanes in the Gulf and geopolitical tensions add even more volatility. We’ll break down why traditional market fundamentals aren’t telling the full story, how ExxonMobil’s latest legal battles fit into the bigger picture, and what energy permitting challenges and big tech’s growing influence mean for the future of oil and gas. Whether you’re watching drilling rigs, American shale, or the push for renewables, this one’s got something for you.

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00:00 - OIL: What's going on
01:17 - China: What's going on
02:55 - Hurricane Helene Update
05:19 - Middle East: What's going on
07:45 - Exxon: What's going on
10:18 - Climate Week Overview
21:25 - Highlights from Climate Week
22:38 - Leapfrogging Energy Policy Explained
24:40 - COP28 and the UN Climate Agenda
27:37 - USFacts.org Insights
31:36 - USFacts.org Training Program Details
36:23 - Preview of Next Week’s CYNEnergy
37:46 - Have We Eclipsed CYNEnergy Yet?
38:20 - RFK Jr and Olivia Nuzzi Discussion

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Gastech Houston, BP's Surprise Shift, Crude Prices, Donald Trump | BDE 09.20.24

collide. — Sat, 21 Sep 2024 07:00:00 -0700

AI is hungry for power, and natural gas is stepping up to the plate but can it keep up? As data centers expand at breakneck speed, we’re breaking down how natural gas is fueling the AI revolution, why tech giants like Microsoft and Oracle are partnering with energy companies, and what the future holds for power solutions. From crude oil markets and renewables to energy storage and modular reactors, we’re covering the major shifts shaping the industry. With Gastech setting the stage for global energy debates and policy shifts in play, the big question remains: can natural gas stay competitive in an AI-driven world?

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00:00 - Chuck Yates Needs a Job
02:05 - Nimble Fatty
04:07 - Dave Grohl
07:19 - Crude Update
11:44 - GasTech Innovations
12:38 - Sarah Week Insights
15:23 - Selling Electrons Explained
20:44 - BP Selling Wind Assets Strategy
26:36 - Trump’s Second Assassination Attempt
27:44 - Politics of Personal Destruction
35:55 - Dealer’s Choice Discussion
38:06 - Preview of Next Week's Topics
39:26 - Thanks for Watching

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Trump Harris Debate, OPEC & Oil Market Predictions, UK Riots | BDE 09.12.24

collide. — Thu, 12 Sep 2024 10:24:30 -0700

Energy policies are reshaping oil and gas in ways you might not expect. OPEC is tweaking its forecasts, but U.S. shale is booming anyway so what does that mean for global markets? We’re diving into the latest shifts, from pipeline bottlenecks and LNG exports to how giants like Chevron, ExxonMobil, and Pioneer are adapting. Political moves like the Inflation Reduction Act are also changing the game, raising big questions about the future of infrastructure, renewables, and energy security. Whether you’re deep in the industry or just watching from the sidelines, this one’s got plenty to unpack.

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00:00 - Intro
04:47 - Oil Market Overview
13:43 - Factors Driving US Oil Demand
20:19 - Future Projections for Oil Prices
23:57 - Recap of Last Night's Debate
25:34 - Role of Demeanor in Political Debates
26:30 - Immigration Policy Discussion
31:00 - Offshore Wind Energy Potential
41:10 - Election Impact on Energy Industry
44:10 - Chuck's Prostate Health
45:36 - 9/11 Reflections
46:40 - Summary and Closing Remarks

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The Surprising Future of U.S. Oil Production, Nuclear Powered Data Centers | BDE 08.27.24

collide. — Wed, 28 Aug 2024 05:00:00 -0700

Nuclear energy is getting a major upgrade by going deep underground. Deep bore reactors could be the future, promising safer, cheaper, and more efficient nuclear power with built-in natural containment. But that’s just one piece of the energy puzzle. We’re also unpacking how micro-reactors could power off-grid data centers, why U.S. shale keeps growing despite fewer rigs, and what energy giants like Chevron and ExxonMobil are doing to stay ahead. Plus, we break down OPEC’s latest moves, global demand shifts, and the big-picture trends shaping the future of industrial power. If you're into energy innovation, this one’s got plenty to chew on.

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00:00 - Intro
00:39 - Oil Prices Explained: Why is Oil at $70?
04:19 - US Oil Production: Can It Be Increased Rapidly?
06:27 - Long-Term Supply and Demand: Energy Market Insights
19:57 - Data Centers and Energy Grid: An Overview
24:10 - Small Modular Reactors: Energy Solutions for Data Centers
28:19 - Visionary Energy: Future of Sustainable Power
32:08 - Politics: Energy Policy and Its Impact
36:37 - Informed Voting: Understanding Energy Issues
40:30 - Tribute to James

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NY Climate Superfund, UK’s Offshore Gamble, US Transmission Lines, DNC Predictions | BDE 08.19.24

collide. — Mon, 19 Aug 2024 15:05:31 -0700

Mark’s back from North Carolina NASCAR museum, Charlotte Knights games, the works—and we’re jumping straight into the energy debates heating up the industry. From New York’s Climate Change Superfund targeting oil giants like ExxonMobil to the UK’s push for state-owned offshore wind, there’s plenty to unpack (with a few soapbox moments along the way). We’re also talking about the legacy of Autry Stephens, the wild days of *Black Gold*, and what’s next for LNG exports and federal permitting. If you like your energy news with a side of sharp takes and a little humor, you’re in the right place.

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00:00 - Intro
01:12 - Autry Stephens Obituary
05:29 - New York Climate Change Legislation
14:08 - UK Offshore Wind Company Initiative
22:27 - John Arnold Grain Belt Express Insights
34:40 - Kamala Harris Energy Policy Overview
37:02 - Rent Control and Price Regulation
39:35 - DNC Future Predictions
41:18 - Israel-Hamas Ceasefire Energy Impact
43:29 - House Report on Biden Corruption Timing

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NYC Recap, OPEC's Surprising Cut, Argentina's President | BDE 08.12.24

collide. — Mon, 12 Aug 2024 14:43:46 -0700

Can air conditioning actually make us more productive? Turns out, it’s not just about staying cool it’s about driving innovation, boosting efficiency, and even influencing economic growth. From an indie hacker in Bali to the energy demands of booming economies, we’re connecting the dots between temperature, productivity, and GDP. Why does energy use skyrocket in the most productive regions? How does cooling tech shape the way we work and live? And what does this mean for the future of global energy demand? If you’ve ever cranked the AC to stay focused, you’re going to want to hear this one.

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00:00 - Intro
04:06 - OPEC Demand Forecasts
06:31 - Jonathan Farber Interview Preview
09:52 - Food Porn Trends
11:20 - Energy Prices Overview
11:48 - GDP Per Capita vs Temperature Analysis
15:45 - Argentina's President Update
19:32 - Closing Remarks

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Chevron's Big Move, Middle East Crisis, Kamala Harris | 08.05.24 BDE

collide. — Mon, 05 Aug 2024 15:28:33 -0700

00:00 - Intro
01:06 - JFK Assassination Update
05:18 - Chevron Relocation to Houston
08:38 - Middle East Political Update
10:58 - Gaza Tunnel Network Discovery
12:18 - Political Developments
17:58 - Political Analysis
23:40 - Economic Recession Insights
25:45 - Chuck's Market Observations
27:48 - Stock Market Trends
31:52 - Where's Kirk?

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Trump's infrastructure, Venezuela election, Lithium battery fires, Nantucket update | BDE 07.29.24

collide. — Mon, 29 Jul 2024 14:14:25 -0700

Is the future of energy all about drilling for oil or digging for minerals? Chuck, Mark, and special guest Avery Plank from Third Coast tackle the Drill Baby Drill vs. Dig Baby Dig debate, breaking down what shifting energy policies mean for the industry. From the 2024 election’s impact on infrastructure to Venezuela’s oil struggles and the challenges of offshore wind and lithium batteries, we’re covering it all. Plus, we get into why natural gas remains the unsung hero of renewables and how refining bottlenecks are shaping global markets. Whether you’re tracking Chevron and ExxonMobil’s next moves or just trying to make sense of energy politics, this one’s got something for you.

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00:00 - Intro
00:28 - Collide Sidetrack
06:01 - Trump Infrastructure News
13:27 - Venezuela Election Update
23:23 - Lithium Battery Fire I-15
28:20 - Nantucket Wind Turbine Incident
34:30 - No Duh Land Discussion
44:41 - Fingers of the Week Highlights
49:03 - Southwest Airlines Boarding Changes
53:20 - Thanks for Watching

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Biden's Exit Shakes Up Energy Policy, Woodside's $900M Gamble | BDE 07.22.24

collide. — Mon, 22 Jul 2024 13:30:49 -0700

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00:00 - Intro
01:07 - Woodside Buys Tellurian
08:03 - US Critical Minerals Cycle Time
14:13 - Historical Context of Presidents Not Running for Re-Election
22:05 - Politics: DNC Rule Changes
23:33 - Energy in Politics: Trump's "Drill Baby Drill"
26:30 - Democratic Primary's Impact on Energy Policy
30:37 - Joe Manchin for President
32:05 - Next Secretary of Energy Predictions
37:05 - Biden's Reelection Announcement
39:50 - US Energy Policy Leadership
43:55 - Show Summary
48:30 - Tiger Woods vs. Colin Montgomerie

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Chevron Doctrine, FTC, J.D. Vance & Trump, CenterPoint | BDE 07.16.24

collide. — Tue, 16 Jul 2024 15:19:03 -0700

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00:00 - Intro
00:20 - Chevron Deference and Loper v. NMF Case
11:37 - Loper v. NMF and Future of Administrative Law
14:07 - Impact on EPA Regulations
21:48 - Impact on FTC Regulations
25:46 - Implications for Energy Sector
30:38 - Trump's VP Pick
34:58 - JD Vance as Trump's VP Pick
43:44 - Lawsuit Against CenterPoint
44:35 - Wrapping Up

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CenterPoint & Beryl, Trump Rally Chaos, CNN, Secret Service | BDE 07.15.24

collide. — Mon, 15 Jul 2024 14:41:20 -0700

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00:00 - Catching up
02:30 - Energy Tech Night
04:45 - European Energy Tour
09:30 - Feeling akin to people around the world
15:37 - CenterPoint’s Union Issues
20:00 - Burying Power Lines
22:31 - PUCT Texas Commissioners
25:55 - Gas Shortage
28:40 - Rate Base
32:17 - Communications
34:55 - Matt’s Power Outage
39:58 - Doomberg Special
42:48 - Post-Debate Headlines
47:58 - Media Responsibility
50:37 - Trump’s Speech
51:18 - Secret Service
59:18 - Protests/Riots
1:00:10 - What does kangaroo taste like

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Climate protests, Endangered species, ERCOT, College World Series | BDE 06.24.24

collide. — Mon, 24 Jun 2024 16:02:54 -0700

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0:00 - Muhammad Ali
6:11 - Heat waves and climate change
10:20 - Historical rig counts
13:11 - Climate protests and Greta Thunberg
20:00 - Endangered species act and the dunes sagebrush lizard
23:42 - Protecting the whales
28:00 - EU Adds Another Sanction
33:00 - ERCOT’s Reserve Margin and Storage
41:00 - College World Series
46:10 - People are leaving Austin
48:00 - Catch
49:28 - Have a great 4th of July

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Formula 1, IEA report, the Ugly Truth about EVs, Mexico elections | BDE 06.17.24

collide. — Mon, 17 Jun 2024 14:08:59 -0700

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0:00 - Chuck’s new hair
1:25 - LIV update
7:47 - Formula 1 going green
18:17 - Will EVs take over the world
22:04 - EVs are pieces of [__
27:24 - Big Tech is going to buy nukes
32:38 - Mexico
42:05 - Energy Tech Night OKC

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Noble & Diamond Offshore, India's Election Shakeup, Texas Stock Exchange | BDE 06.10.24

collide. — Mon, 10 Jun 2024 17:06:51 -0700

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0:00 - Intro
1:26 - Diamond Offshore Acquired
4:22 - Texas Exchange
11:16 - India Elections
13:07 - India Election Results
18:17 - Environmental Policy Implications of India’s Election Results
20:09 - Major Sources of Air Pollution in India
24:24 - EU Election Results
26:20 - IEA Report on Energy Spending
33:00 - Colocation Data Centers
38:19 - Transportation - Planes, Trains, and Automobiles
43:59 - D-Day
49:41 - D-Day Special Edition
51:07 - Energy Tech Night in OKC

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Scott Sheffield, Exxon, Google’s AI is Broken | BDE 05.28.24

collide. — Mon, 27 May 2024 18:00:00 -0700

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0:00 - Intro
6:07 - Scott Sheffield's Response to the FTC
13:14 - Exxon vs Guyana
16:48 - Reality Show: Darren Woods vs Mike Worth
21:44 - Saudi Arabia is Running Out of Money
23:05 - Nitrogen in LNG
27:49 - Google’s AI is Broken
30:00 - What’s Collide Doing That’s So Special
37:54 - EV Charging Stations
41:00 - Zachry Bankruptcy and Golden Pass
46:50 - Rockefeller vs Exxon
51:00 - What Are You Doing This Summer
54:27 - Golf

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OpenAI, Houston tornado, Iran president helicopter crash, Virginia hyperscale | BDE 05.20.24

collide. — Mon, 20 May 2024 18:00:00 -0700

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0:00 - Intro
1:00 - Chuck's Party
9:42 - Iran's President Dies in Helicopter Crash
14:20 - Virginia’s Data Center Dominance
19:26 - Data Center Energy Consumption Pushback
21:54 - Language Models and Coding
24:51 - OpenAI Resignations
27:34 - Future of AI
32:33 - India Election

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Vermont climate change law, Darren Woods, Shell & BP valuation | BDE 05.13.24

collide. — Mon, 13 May 2024 18:00:00 -0700

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00:00 - Show intro
02:31 - CalPers considering voting against Darren Woods
10:00 - Collusion accusations in the US shale industry
18:22 - Vermont’s New Climate Change Law
22:47 - Will European Energy Companies Relist in the US
30:44 - Will BP and Shell move to the US
32:18 - Narwhal Energy vs Shell in Alaska
40:33 - Macrons energy awakening

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Warren Buffett, Elon Musk, AI for Geothermal, EV charging | 05.07.24 BDE

collide. — Sun, 05 May 2024 05:00:00 -0700

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0:00 Introduction to Personal and Professional Discussions
0:40 Energy Tech Event Planning and Industry Insights
1:26 Upcoming Energy Tech Night and Growth Transition to AI Company
2:13 Team Dynamics and Personal Anecdotes
2:49 Discussion on Mergers and Acquisitions in the Energy Sector
4:53 Importance of Board Meetings and Corporate Decisions
5:13 Berkshire Hathaway Annual Meeting and Warren Buffett's Energy Investments
6:04 Buffett's Views on Energy and Corporate Strategy
7:19 Future of Energy Production and Transmission Requirements
9:04 Apple's Stock Strategy and Leadership in Technology
10:20 Geothermal Energy Innovations and Startup Funding
14:15 Historical Challenges with New Technologies in Oil and Gas
17:19 Testing New Technologies in Practical Field Conditions
19:37 Updates on Electric Vehicle (EV) Infrastructure and Market Challenges
25:26 Market Dynamics and Consumer Choices in the EV Industry
29:04 Recent Developments in Electric Vehicle Market and Brand Dynamics
32:15 Quick News Update on Middle East Situation and Closing Remarks

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FTC to approve Pioneer Exxon deal, but...

collide. — Fri, 03 May 2024 06:42:37 -0700

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Self driving cars, transmission line protests, Permian Basin deteriorating | BDE 04.30.24

collide. — Tue, 30 Apr 2024 05:00:00 -0700

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0:00 Introduction and Initial Discussion
0:23 Tesla's Self-Driving Features and Safety Concerns
2:02 Trust in Machine vs. Human Drivers
4:18 Challenges and Future of Self-Driving Cars
7:32 Scaling of EV Charging Infrastructure and Technologies
11:01 EV Charging Business Models and Consumer Experience
15:26 Mining Industry Dynamics and Environmental Impacts
20:10 Regulatory and Environmental Challenges in Energy Projects
24:03 Environmental Activism's Impact on Different Energy Sectors
27:53 Historical and Future Challenges in Oil and Gas Industry
35:22 Community Involvement and Future Initiatives in Water Management
38:19 Political Influences on Energy Policies and Market Dynamics
41:14 European Energy Strategy and LNG's Role
44:20 Energy Company Strategies and Market Dynamics
47:34 Conclusion and Future Events

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Big Digital Nuclear, Tesla Cybertruck recall, used EVs, leasing costs | BDE 04.23.24

collide. — Tue, 23 Apr 2024 05:00:00 -0700

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0:00 Introduction to Earth Day Celebration and Guest Introduction
0:21 Guest's Background and Consulting Work
0:39 Preferences in Pizza Styles
0:55 Guest’s Naval Background and Submarine Command
1:11 Guest’s Academic and Career Path in Nuclear Engineering
1:30 Experiences and Stories from Navy Life
1:51 Curiosity About Nuclear Submarine Controls
2:11 Learning About Electrolysis and Nuclear Submarines
2:33 Family Connections in Nuclear Submarines
2:54 Work Schedule and Lifestyle on Submarines
3:15 Use of Technology in Oil and Gas Companies
3:33 Discussion on Nuclear Energy and Data Centers
3:52 Details on a New eSIM Solution and Earth Day Celebrations
4:21 Perspectives on Smart Technology and Data Centers
4:42 Energy Demands in High-Performance Computing
5:12 Discussion on Nuclear Energy and Natural Gas
5:34 Historical Context of Nuclear Submarine Technology
5:52 Advantages of Small Modular Reactors
6:09 Shift in Nuclear Industry Post-Fukushima
6:32 Transition to Natural Gas and Role of AI in Nuclear Technology
7:19 Regulatory Challenges in Nuclear Energy
7:36 NRC Licensing and Regulatory Burdens
7:56 Influence of Tech Industry on Energy Policies
8:14 Discussion on Regulatory Frameworks in Energy Sector
8:37 Challenges in Bringing Small Modular Reactors to Market
9:15 Comparisons Between Energy Sources and Regulatory Impacts
10:05 The Role of Regulatory Bodies in Energy Infrastructure
10:30 Discussion on NRC's Influence and Political Inertia
11:27 The Role of AI in Energy and Potential Changes in Nuclear Regulation
12:15 Cost and Impact of Nuclear Submarines
13:15 Energy Output and Fleet Size of Nuclear Submarines
13:34 Realities of Nuclear Submarine Costs Compared to Drill Ships
14:16 Discussion on Offshore Platforms and Energy Costs
15:13 The Influence of AI on Energy Sector Economics
15:55 Potential for Bitcoin Mining to Drive Energy Demand
16:16 Discussion on High-Performance Computing and Energy Demand
17:13 Innovative Approaches in Space Energy Technologies
18:23 Investment Trends in Energy and Discussion on High-Grade Heat
19:16 Safety and Rigor in Nuclear Submarine Operations
20:23 Discussion on Fusion Energy and Technological Progress
21:43 The Role of AI in Advancing Material Sciences and Energy
22:25 Potential Investments in Fusion Technology
23:25 Future Discussions on Computing and Energy
24:34 Social Media and Tech Influence on Energy Knowledge
25:16 Evolution of Energy Production Technologies
26:11 Discussion on Distributed Power and Market Dynamics
27:18 Global Oil Discoveries and Their Impact on Energy Markets
28:07 Big Tech's Strategy in the Semiconductor and Energy Sectors
29:11 Discussion on Tesla and Electric Vehicle Market Dynamics
30:13 Viability and Challenges of Small Modular Reactors in Vehicles
31:10 Market Dynamics in the Electric Vehicle Sector
32:06 Challenges with Electric Vehicle Charging Infrastructure
33:23 Future of Autonomous Vehicle Technology and Charging Networks
34:07 Recent Developments in Energy Policy and Regulation
35:17 Federal Actions on Energy Leasing and Environmental Policies
36:13 Infrastructure and Mineral Exploration in North America
37:22 Political and Economic Implications of Energy Policies
38:35 Samsung's Investment in Semiconductor Manufacturing in Texas
39:41 Local Reactions to Infrastructure Developments in Austin
40:24 Discussion on Energy Needs and Industrial Capacity
41:00 Size and Logistics of Transporting Submarines
42:25 The Role of Nuclear Submarines in Modern Warfare
43:06 Personal Experiences and Anecdotes from Submarine Service
44:14 Recent Oil Discoveries and Their Implications
45:42 The Continuing Importance of Oil in Global Energy Markets
47:02 Public Perception and Regulation of Oil Drilling in Urban Areas
48:09 Recap of Energy Technology Night and Upcoming Events
49:40 Conclusion and Thanks to Guests and Listeners

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Solar eclipse, Nuclear energy, pipeline developments | BDE 04.10.24

collide. — Wed, 10 Apr 2024 05:00:00 -0700

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0:00 Introduction and Reflections on BDE's Download Record

0:30 Recap of World Series of Poker and Oil Industry Vibes in Vegas

0:59 Recovery from Vegas and Unresponsiveness

1:24 Speculations on Chuck Yates' Whereabouts and Eclipse Talk

1:46 Funny Eclipse Activities and Preparations in Texas

2:07 Hotel Pricing Surge During Eclipse Viewing in Texas

3:18 Eclipse Visibility Issues and Recurrence Frequency

3:44 Eclipse-Related Events and Traffic Fatalities

5:10 Hank Aaron's Home Run Record Anniversary and Baseball Trivia

6:29 Reflections on Hank Aaron's Achievement Amidst Racial Tensions

7:09 Baseball Season Opening and Milo Hamilton's Commentary on Hank Aaron

8:01 Discovery of Venus de Milo and Marketing in Art

8:38 Discussion on Nuclear Facility Reboot in Michigan

9:57 Comparing Nuclear and Solar Energy Contributions

10:28 Challenges with NRC Approvals for New Nuclear Technologies

11:55 Experience with High Reliability Operations in Nuclear Submarines

12:37 Safety and Reliability in Nuclear Navy vs. Civilian Nuclear Power

13:06 Radiation Exposure Limits and Nuclear Safety Comparisons

14:04 Diamondback's Interest in Micro Nuclear Reactors for Oil Fields

15:28 Minimal Damage from Nuclear Accidents and Japan's Nuclear Restart

17:07 France's Nuclear Energy Export Impact on European Renewable Energy

18:08 Amazon's Interest in Nuclear Power for Data Centers

19:13 US Oil Production Trends and Predictions

20:24 IEA's Reporting Discrepancies and Potential Plateau in US Oil Production

22:07 Adjustments to US Oil Production Data and Implications

23:51 Permian Basin's Role in Global Oil Supply

24:15 Historical Growth and Technology Advances in US Oil Production

25:47 Global Oil Production Trends Excluding Major Producers

26:25 The Impact of 2020 Production Shut-ins on Reservoir Performance

27:31 Reservoir Management Practices and Production Optimization

29:35 Debate on Peak Oil Theory and Price Dependency of Oil Production

33:30 Discussion on Scope 3 Emissions and Legal Challenges for Shell

37:15 The Potential Positive Impact of Scope 3 Emissions Awareness

38:11 Pipeline Developments in the Permian Basin

41:03 Misattributing Earthquake Causes to Climate Change

43:13 Kuwait Parliament Elections and Government Structure

45:27 Political Stability and Progressive Governance in Kuwait

46:17 Closing Remarks and Invitations for Feedback

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Guyana's President own BBC, Baltimore bridge collapse, western hypocrisy | BDE 04.02.24

collide. — Tue, 02 Apr 2024 05:00:00 -0700

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Steam Power video:
https://twitter.com/BrianRoemmele/status/1774679520882343981

0:00 Introduction and Overview
0:30 Bitcoin Mining and High-Performance Computing Discussion
1:01 Energy Asset Value Extraction Insights from Empower Conference
1:22 Legitimacy of Bitcoin Mining as Infrastructure
1:37 Bitcoin Miners and AI Space Exploration
1:57 Dilemma of Replacing Mining Equipment for AI Compatibility
2:19 Future of Bitcoin and GPU Mining in Energy Sector
2:45 AI's Demand for Capacity and the Potential of Stranded Energy
3:06 Flexibility and Dispatchability of Bitcoin Mining
3:40 Future of GPU Clusters and Load Distribution Innovations
4:05 Exploring New Technologies for Load Management
4:37 Vision for Self-Reliant AI Computing Infrastructure
5:19 Recap of Empower Conference Insights
5:38 Importance of Continuing Empower Events
6:22 Amalgamated Sludge's Innovative Mining Operation
7:01 Potential of High-Performance Computing Growth
7:29 Empower Conference Presentation Highlights
7:54 Financial Comparison of Traditional Energy vs. Bitcoin Mining
8:19 Neuralink's First Human Patient Experience
9:11 Early Adopters of Technology: Gamers and Bitcoin Users
9:51 Privacy Concerns with Worldcoin's Proof of Personhood
10:06 Neuralink's Potential Impact on Human Evolution
10:31 AI and Humanoid Robots Discussion
10:53 Energy Market Update and Crude Oil Analysis
11:44 Impact of Ukraine-Russia Conflict on Energy Markets
12:32 EIA's Forecast on US Oil Production Growth
13:31 Oil Production and Refining Capacity Concerns
14:21 Political Risks in Energy Markets During Election Year
15:03 Speculations on Future Crude Oil Prices
16:25 Transportation and Supply Chain Disruptions
17:14 Infrastructure Challenges and Emergency Response
18:23 Guyana's President Defends Oil Production Plans
19:16 BBC Interview Highlights Guyana's Environmental Contributions
20:46 Guyana's Forest Carbon Sink and Western Hypocrisy
22:02 Guyana's Preservation of Biodiversity and Economic Prosperity
23:37 Guyana's Role in Global Energy and Environmental Context
24:25 Discussion on Carbon Credits and Environmental Value
25:19 Guyana vs. Western Countries' Environmental Policies
26:31 Future Directions for Guyana's Energy Sector
27:23 Respecting Sovereign Nations' Rights to Resource Development
28:09 Guyana's Stand Against Condescending Western Attitudes
29:01 The Impact of Technology and Best Practices in Energy Development
30:06 Guyana's Leadership in Sustainable Resource Management
31:04 Potential Collaborations and Media Attention on Guyana
32:00 Sweden's Wind Power Industry Challenges
33:04 Financial Struggles of Sweden's Largest Wind Farm
34:14 Discussion on Sustainable Energy Solutions and Challenges
35:26 Historical Energy Systems and Innovations
36:08 Potential for Distributed Energy Resources Development
37:22 Digital Wildcatters at the Texas Children's Houston Open
38:29 Insights and Predictions for the Energy Industry from Golf Event Discussions
39:51 Automation and AI's Role in the Future of Drilling Operations
41:10 Technological Advancements in the Oil and Gas Industry
42:23 Helicopter Safety and Operations in the Offshore Industry
43:11 Experience with Helicopter Escape Procedures
44:14 Airline Fuel Management Practices and Environmental Impact
45:22 Discussion on Efficiency and Safety in Transportation
46:43 Innovations in Personal Flying Devices and Their Potential
47:37 Closing Remarks and Invitation to Crawfish Boil Event

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Empower 2024, Ceraweek, Immigration, Political Corruption | BDE 24.03.26

collide. — Tue, 26 Mar 2024 05:00:00 -0700

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0:00 Introduction and Opening Remarks
0:24 Golf Tournament Discussion and Team Achievements
1:09 Upcoming Power Event and Ticketing Humor
1:36 Future Content Plans and Audience Engagement
1:58 Viral Video of Immigrants and Social Media Reaction
2:49 Highlighting the Crazy Traffic and Immigrant Situation
3:06 Humor and Legal Observations on Transportation
3:27 Personal Anecdotes and Social Commentary
4:04 Discussion on Immigration and Biden Administration Policies
5:00 Personal Stories from the Border and Humanitarian Concerns
6:05 Political Commentary on Immigration Strategies
7:00 Suggestions for Political Tactics and Historical Examples
8:15 Discussion on the Complexity of Immigration and Historical Precedents
9:14 Empathy for Immigrants and the Need for Legal Reforms
10:02 Concerns About Illegal Activities and Human Trafficking
11:24 Encounters with Human Trafficking and Cartel Activities
12:08 Security Risks at the Border and Smuggling Incidents
13:20 Ceraweek Discussion and Energy Transition Commentary
14:29 Industry Leaders on the Challenges of Net Zero Transition
15:25 External and Internal Opposition to Energy Transition Plans
16:28 Insights on Global Energy Needs and the Role of Developing Countries
17:27 Bill Gates' Remarks on the Energy Transition and Houston's Role
18:19 Exclusive Interview Insights from Chevron CEO
20:25 Discussion on Subsidies and Long-Term Investment Strategies
22:06 Critical View on Dependency on Subsidies for Business Models
23:21 The Need for Stable Government Policies for Business Planning
24:17 Considerations on Data Center Development and Energy Demand
25:36 Discussion on Power Capacity and Local Government Actions
26:30 Ceraweek Fashion Report and Personal Stories
27:49 Impact of Sewing Machines on Environment and Clothing Industry
30:09 Evolution of Technology and its Impact on Society
31:01 Neuralink Development and Its Potential for Human Evolution
33:14 Future Prospects of Human-AI Integration
34:22 Discussion on Thermal Batteries and Energy Storage Innovations
37:11 Upcoming Elections in Slovakia and Senegal
38:15 Parliamentary Elections in India and Political Corruption Discussion
50:38 Conclusion and Farewell

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Boeing & Twitter sucks, Saudi Aramco CEO, Exxon vs. Hess and Chevron | BDE 03.19.24

collide. — Tue, 19 Mar 2024 05:00:00 -0700

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0:00 Introduction and Spring Break Stories

0:20 London and Amsterdam Adventures: Traffic Surprises

0:37 Bicycle Culture in Amsterdam

0:55 Bike Theft and Canal Dredging in Amsterdam

1:19 Travel Experiences and European Lifestyle

1:33 Renewable Energy Observations in Europe

2:00 Reflecting on the 100th Episode and Podcast Evolution

2:22 Nostalgia and Changes in Podcast Format

2:42 Missing Co-hosts and the Importance of Numbers in Discussions

3:18 Ceraweek and Saudi Aramco CEO's Remarks on Oil Investment

4:13 Energy Transition Debate and Saudi Aramco's Position

4:42 Political Messaging and Energy Policies

5:00 Middle Eastern Diplomacy and Unusual Bonding over Video Games

5:59 Exxon vs. Hess and Chevron: Legal Disputes over Oil Deals

6:20 The Legal and Strategic Aspects of Oil Industry Mergers

7:16 Historical Context of Joint Operating Agreements

8:27 Exxon's Public Stance on Not Acquiring Hess

9:03 Discussion on the Importance of Clean Energy Investment

10:35 The Cost of Clean Energy and Consumer Willingness to Pay

11:12 Pricing Clean Gasoline and Airlines' Carbon Credits

12:00 Boeing Whistleblower Conspiracy

12:24 Public Statements on Personal Safety

12:44 Toby Rice and EQT's Acquisition Strategy

13:34 Natural Gas Demand, Storage, and Hedging Strategies

14:04 The Evolution of Hedging in the Energy Industry

14:52 Investor Preferences for Direct Commodity Exposure

15:13 Oil and Gas Investments as Part of a Diversified Portfolio

16:53 Real Estate Commission Controversies and the Value of Agents

18:28 Impact of Technology on Real Estate and Job Market

19:15 The Role of Online Platforms in Real Estate

20:16 Innovative Investment Strategies and Legal Challenges

21:09 Discussion on Government Corruption and Political Elections

22:09 Marathon Digital's Acquisition of a Bitcoin Mining Facility

23:13 Consolidation in the Bitcoin Mining Industry

24:23 Discussion on Twitter's Search Functionality and Information Access

25:46 The Importance of Search Functionality in Social Platforms

27:06 Critique of Government Interference in Social Media

29:00 The Impact of the Internet on Global Politics and Information Exchange

31:15 Observations on International Elections and Political Trends

34:26 The Influence of Western Culture on Global Political Shifts

37:58 The Role of Information Access in Shaping Societal Beliefs

39:10 Announcements: Empower Event and New Version of Collide

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Google Controversy, Humanoid Robots, Iran Elections & OPEC | BDE 03.05.24

collide. — Tue, 05 Mar 2024 12:00:00 -0800

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0:00 Introduction and Weekly BTC Update

0:23 Merchandise and Midland Trip Recap

1:03 Weather Changes and Journey to Midland

1:27 Impacts of Fires on Oil Leases

2:09 Observations on Fire Speed and Containment

2:28 Midland Accommodations and Arrest Experiences

3:06 Potential Road Show in Midland and Texas

4:14 Catching Up on Energy News After Midland

4:35 Revisiting Nicknames and Anecdotes

4:59 Introducing "Shaq Slap" Nickname

5:28 OPEC's Decision and Global Oil Dynamics

6:00 UAE's Capacity and Internal OPEC Agitations

7:10 Presidential Campaign and Oil Prices

7:36 US Oil Stock Increase and Global Dynamics

8:21 Saudi Arabia's Production and Economic Reform

9:04 Historical Rig Count Discussion and Excess Capacity

9:35 The Importance of $100 Oil for Saudi Economic Plans

10:21 Remembering Previous Discussions and The Einstein Quote

11:02 Reevaluating Oil and Gas Norms Post-COVID

12:33 The Impact of Shutting In Shale Wells

13:24 Benefits of Shutting In Wells and Reservoir Health

14:22 Theoretical Discussions on Reservoir Management

15:01 Changing Work Habits and Its Effect on Energy Demand

15:18 Virtual Court Speed Improvements During COVID

16:20 Josh Boone's Insight on Natural Gas Market Dynamics

17:32 AQ T's Production Curtailment Announcement

18:12 Strategic vs. Tactical Decisions in Gas Production

19:06 Collusion and Production Strategy in the US Market

20:25 Reasons Behind Continued Production Despite Low Prices

21:18 Investor Reactions to Production Decisions

22:00 Comparing OPEC's Strategy with Independent Producers

22:24 Discussing Optimal Capital Structure for Upstream Exploration

23:04 The Shale Revolution and Its Impact on Production Strategy

24:13 Banking and Financing Challenges in the Shale Industry

25:13 Market Leadership and Strategic Production Cuts

26:06 Impact of Humanoid Robots on Energy Consumption

27:01 FairVote Energy's Geothermal Advancements and Funding

28:28 Potential Discussion on Geothermal Energy

29:28 Figur's Humanoid Robot Funding and Competition with Tesla

30:02 Comparison of Humanoid Robots to Human Labor

31:22 Energy Demand Projections Considering Technological Advances

32:16 Personal Anecdotes and Insights on Technology and Energy

33:58 The Evolution of Nvidia from GPUs to AI Leadership

35:11 The Future of Energy Demand and Technological Development

36:17 Iran's Parliamentary Elections and Political Dynamics

37:06 Global Emissions Trends and Renewable Energy Discussions

38:39 Debating the Efficiency of Wood Pellets as Renewable Energy

39:56 The Absurdity of Shipping Wood Pellets Across the Ocean

41:20 Parenting Tactics and Disciplinary Measures

42:24 The Irony of Classifying Wood Pellets as Green Energy

43:10 Initial Thoughts on the Movie Dune and Its Premise

44:28 Historical Context of Iran Pre- and Post-Revolution

45:25 Implications of Iran's Parliamentary Election Results

46:29 Discussion on Google's Image Generator Controversy

47:51 Analysis of Google's Corporate Culture and Challenges

49:07 Awarding Google the "Finger of the Week" for Controversies

50:42 Closing Remarks and Upcoming Events

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Electric Chinese Ferrari’s, Cracking down on Mining, LNG Mania | BDE 02.26.24

collide. — Tue, 27 Feb 2024 05:00:00 -0800

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0:00 Introduction to BTV Weekly Coverage

0:30 Feedback and Pre-Episode Summary

0:51 Chuck Yates Needs a Job Podcast Mention

1:11 Feedback on Last Week's Show

1:30 Discussion on Show's Content Density

1:50 Listener Feedback on Fluff Content

2:12 Military Symbolism and Mining Movie Discussion

2:33 Pop Culture and Mining Movies

2:57 Court and EnterPlus Merger Discussion

4:22 Historical Perspective on Mergers

4:46 M&A Market Commentary

5:13 Reflections on Past M&A Deals

5:35 Bakken Formation and Oil Production

6:02 Origin Story of Bakken's Development

6:25 Initial Successes in Oil Production

7:02 Bakken's Impact on Industry

7:27 Williston Basin and Mining Methods

7:47 Board Experience with Ian Dundas

8:14 Pump Jack Video Discussion

9:14 Podcast Location Suggestions

9:56 Alan Gilmer's Invitations

10:17 Mining and Market Consolidation

11:01 Bakken's Future and Investment Opportunities

11:38 Interest in Bitcoin Mining

12:16 Power Conference and Bitcoin Mining

13:05 Discussion on Gas Utilization for Bitcoin Mining

13:29 Internet Requirements for Bitcoin Mining

14:32 Importance of Connectivity for Mining

14:56 Transition Back to Main Topics

15:16 Mining Investments by Elliot and Others

16:11 Global Mining Capacity and Market Comparison

17:23 Investment Opportunities in Mining

18:18 Apple's Market Cap and Industry Impact

19:07 Mining's Role in Energy Transition

20:11 Material Costs in EV Manufacturing

21:01 Adjustments in EV Sales Targets

22:16 EV Adoption and Market Observations

23:16 Internal Combustion Engine Efficiency

24:57 Challenges and Predictions for EV Market

26:23 Personal Experience with Tesla

27:04 Future of EV Adoption and Technology

28:15 Tesla's Market Position and Competitors

29:43 BYD's New Luxury Car Announcement

31:17 Discussion on Luxury EV Brands

31:38 Toll Brothers land sale to a data center developer

32:49 Real estate dynamics and data center demand

33:50 Toll Brothers' unexpected offer from a data center developer

34:40 Importance of data center location and infrastructure

35:15 Challenges with cooling and water usage in data centers

36:10 Disclosure of land purchase details

37:26 ASICs for artificial intelligence and energy efficiency

38:18 Data centers' water usage and environmental impact

39:22 US Department of Energy's notice to bitcoin miners

40:13 Local opposition to infrastructure development

41:16 Drilling operations and neighbor relations

42:26 Global natural gas market dynamics

43:19 Pakistan and Iran's pipeline construction

44:33 LNG export capacity and market share

45:53 LNG capacity expansion by Qatar

47:33 Future prospects for LNG market

48:21 Discussion on market share and long-term contracts

49:45 Perspective on coal energy

50:58 Personal anecdote about coal industry discussion

51:45 Highlighting global coal dependency

53:12 Renewable energy versus natural gas and coal

54:20 The extensive pipeline infrastructure in the US

55:28 Overview of elections in Indonesia

57:34 Indonesian election results and controversies

58:33 Indonesian policy towards China and the US

59:00 Closing remarks and acknowledgments

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Oil Market Transactions, John Arnold Joins Meta, Winning An Election From Jail | BDE 02.20.24

collide. — Tue, 20 Feb 2024 05:00:00 -0800

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Endeavor & Diamondback, NAPE, Midland Texas, Taiwan Election | BDE 02.13.24

collide. — Tue, 13 Feb 2024 05:00:00 -0800

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00:00:00 - Kicking Off Without Mark

00:01:50 - Midland's Sentiments on Acquisitions

00:02:13 - Diamondback's Big Move for Midland

00:03:43 - The Deal's Financials Unpacked

00:04:22 - Acquisition Strategies and Economic Impacts

00:05:44 - Eyeing the Market's Reaction

00:07:18 - The Legend of Autry and Big Dog Drilling

00:09:07 - Digital Wildcatters and the Digital Dude Debate

00:11:34 - From Field to Digital: Navigating New Territories

00:12:16 - Speculations and Strategic Moves in the Oil Industry

00:15:13 - The Marketing Genius Behind One World Petroleum

00:17:02 - The Oil Community: A Blend of Humility and Grandeur

00:18:01 - Entertainment and Auditions: A Glimpse into Personal Pursuits

00:20:03 - Weather Woes and the Impact on Energy Events

00:22:21 - The Evolution of Industry Gatherings

00:26:35 - Debating the Economics of Energy Transition

00:29:06 - Corporate Social Responsibility and the Fashion Industry

00:31:11 - The Politics and Economics of Carbon Taxing

00:39:24 - Global Politics and Energy: The Taiwan Election

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NAPE, Drones, Wars, and Oil: A New Era, Elections and Energy | BDE 02.06.24

collide. — Tue, 06 Feb 2024 05:00:00 -0800

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NFL, Crude Shorts, Louvre Vandalism, EV Bus Fails | BDE 01.29.24

collide. — Tue, 30 Jan 2024 05:00:00 -0800

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Texas Freeze 2024, Exxon drama, Davos Highlights | BDE 24.01.23.24

collide. — Tue, 23 Jan 2024 05:00:00 -0800

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“Peak Cheap Oil is a Myth”, natural gas VS weather, oil & gas protests | BDE 01.09.24

collide. — Tue, 09 Jan 2024 05:00:00 -0800

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00:00 BDE is a renowned intellectual academic-approved show

03:50 “Peak Cheap Oil is a Myth”

17:25 Chuck & Kayne Anderson

19:34 natural gas VS weather

25:37 Italy VS native americans

31:19 pointless oil & gas protests

33:16 Port Arthur field trip?

39:23 germany & france

41:36 northeast heating oil & Jones Act

46:34 Mark’s final words

48:36 Outro

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BP pauses Red Sea shipments, COP28 & fossil fuels, Gas imports from Russia? | BDE 12.19.23

collide. — Tue, 19 Dec 2023 09:00:00 -0800

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00:00 Sports talk

03:38 BP pauses Red Sea shipments

10:05 Goldman Trims 2024 Brent Crude Oil Forecast

13:31 COP28 & fossil fuels

18:25 tripling renewables

22:31 Gas imports from Russia?

29:30 $800m investment to Octopus Energy

34:02 Guyana–Venezuela territorial dispute

37:05 the effects of seismic surveys on marine organisms

42:31 Fury Resources & H2S

48:19 Christmas break & after show talk

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Oxy to Acquire CrownRock, Guyana–Venezuela crisis, COP28 recap | BDE 12.12.23

collide. — Tue, 12 Dec 2023 09:00:00 -0800

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00:00 sports talk
02:18 Occidental to Acquire CrownRock
10:54 Permian and future of Oil
14:56 Guyana–Venezuela crisis
25:06 COP28 recap
32:03 EVs are going to get more expensive
35:38 Tesla’s autopilot is taking lives

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Politics distracts progress, COP28 & OPEC | BDE 12.05.23

collide. — Tue, 05 Dec 2023 05:00:00 -0800

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00:00 Decarbonization and electric
07:15 COP28 & OPEC
35:16 Chuck big mad
38:02 University of Texas makes the playoffs

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John Arnold Tweet, IEA & COP28, Postponed OPEC meeting | BDE 11.28.23

collide. — Tue, 28 Nov 2023 05:00:00 -0800

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00:00 John Arnold Tweet

12:20 Adding to John Arnold’s list

26:23 Collin gets deep

27:27 IEA & COP28

37:42 Postponed OPEC meeting

43:05 canadians…

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Open AI drama, GM's Cruise CEO resigns, Argentina’s new libertarian president | BDE 11.21.23

collide. — Tue, 21 Nov 2023 05:00:00 -0800

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00:00 Open AI drama
23:38 GM's Cruise CEO Kyle Vogt resigns
28:35 Biden-Harris earmark $169M for Electric Heat Pump Manufacturing
34:20 Argentina’s new libertarian president
38:30 the basin water problem
41:21 JFK assassination anniversary

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NuScale and backers pull the plug, we went to Exxon’s campus, Direct air capture | BDE 11.14.23

collide. — Tue, 14 Nov 2023 05:00:00 -0800

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00:00 we went to Exxon’s campus

05:15 Exxon starts mining lithium

09:03 CO2 Capture

10:45 Collide Pro

12:12 Who's best fit to extract?

19:19 NuScale and backers pull the plug

27:44 Big tech is driving energy infrastructure

32:00 Power generation problem

36:16 Shell immersion cooling

37:18 Nuclear in the US?

44:01 Direct air capture

53:52 Carbon credit grifts

55:11 Texas A&M

57:20 Man grabs Greta Thunberg's mic

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Black market gas in Panama, Pipeline construction gone to 0, real life GTA Houston | BDE 11.07.23

collide. — Tue, 07 Nov 2023 05:00:00 -0800

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00:00 Acquisition rumors

03:12 Fuze recap

04:03 EV douche bags

06:31 18-wheeler high speed chase in Houston

12:34 Oil predictions and Collide Pro

15:48 Black market gasoline in Panama

24:21 T. Boone Pickens

26:17 Pipeline construction has gone to zero

31:57 UK & North Sea drilling

35:03 What's Shell up to?

40:38 David Lee Roth

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Chevron acquire Hess $53 billion, ExxonMobil & Pioneer, Venezuela | BDE 10.24.23

collide. — Tue, 24 Oct 2023 05:00:00 -0700

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00:00 Texas sports talk

05:18 YDC Roast recap

07:28 Chevron acquire Hess $53 billion

19:41 epic morning routine

20:53 ExxonMobil & Pioneer

24:35 130 companies to ditch fossil fuels

27:36 Venezuela sanctions easing

33:05 Citgo auction

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ExxonMobil's & Pioneer $60 Billion deal, German vs French nuclear quarrel, Israel | BDE 10.16.23

collide. — Tue, 17 Oct 2023 05:00:00 -0700

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00:00 Intro
01:31 Crude and the Middle East
07:50 West Texas Intermediate
09:57 oil predictions
15:00 ExxonMobil's & Pioneer $60 Billion deal
30:04 gas price logistics
34:57 ExxonMobil's Pioneer acreage map
36:38 German vs French nuclear quarrel
46:17 local renewable woodchips

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Ford F-150 Lightning canceled, Las Vegas Sphere, Wael Sawan worries Shell employees | BDE 10.03.23

collide. — Tue, 03 Oct 2023 05:00:00 -0700

Click here to view the episode transcript.

00:00 Chuck gets daughter addicted to gambling
02:01 FUZE 2023!
05:05 Wael Sawan worries Shell employees
14:11 "it's all about costs"
19:18 Ford F-150 Lightning canceled?
24:46 reflecting on net zero emissions and EVs
32:30 Las Vegas Sphere
37:23 coal plant capacity is up?
41:05 The Art of War
42:38 MLB American League West drama

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Armenia & Azerbaijan, UK combustion ban pushed back, Manufacturing in the US | BDE 09.26.23

collide. — Tue, 26 Sep 2023 05:00:00 -0700

Click here to view the episode transcript.

00:00 New Elon Musk book, by Walter Isaacson
03:45 Matt Berry & Fantasy Football
07:41 crude update
10:25 Armenia & Azerbaijan
19:17 UK combustion ban pushed back
27:46 Manufacturing still exist in the US?
41:00 Midland getting an upgrade

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Robert F. Kennedy Jr. Curbing Plastics Pollution, Oil Prices Climbing to $100? | BDE 09.19.23

collide. — Tue, 19 Sep 2023 04:38:33 -0700

Click here to view the episode transcript.

00:00 Chuck's Birthday Party

02:02 Apple Net-Zero commercial

04:10 Dinosaurs & asteroids

07:52 the Roman Empire

11:04 peak oil

20:47 methane & co2 breaking down & whales

23:29 more whales 🐳

29:27 Chevron CEO Mike Wirth says oil prices climbing to $100

32:44 Robert F. Kennedy Jr.

33:56 curbing plastics pollution

43:20 end of show talk

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Chat GPT is drinking all the water, 9/11, G20 criticized by climate groups, Al Gore | BDE 09.12.23

collide. — Tue, 12 Sep 2023 04:03:53 -0700

Click here to view the episode transcript.

00:00 Where were you for 9/11
07:00 G20 criticized by climate groups
11:37 Al Gore
22:10 Chat GPT is drinking all the water
30:09 Why are so many great artists from Lubbock?
31:42 Top 5 country music songs of all time?

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Greece Wildfires, Aramco in trouble, Growing tensions for EV dealers, ADER in Texas | BDE 02.29.23

collide. — Tue, 29 Aug 2023 02:11:58 -0700

Click here to view the episode transcript.

00:00 Intro
01:58 Upstream Stocks
07:55 Saudi Aramco is being investigated
11:34 ESG Metrics
16:04 Southwest Airlines
20:20 Greece Wildfires
27:23 Growing tensions for EV dealers
41:24 Copper & gold in Alaska's Bristol Bay
44:51 Aggregate Distributed Energy Resources (ADER) in Texas
51:51 Finger of the week

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Hurricane Hilary, IRA Anniversary, Permian Resources $4.5B Deal, Driverless Car Crash | BDE 08.22.23

collide. — Tue, 22 Aug 2023 04:00:00 -0700

Click here to view the episode transcript.

00:00 Intro
03:28 Inflation Reduction Act anniversary
06:32 IRA predictions
09:24 Permian Resources x Earthstone $4.5B Deal
15:29 Oregon & Utah Mandated Gps Trackers in EVs
20:06 Cruise Driverless Car Crash
25:08 VinFast x Black Spade $27B Merger
31:33 OXY buys carbon air capture tech firm for $1.1B
38:52 climate change
42:10 Hurricane/Tropical Cyclone Hilary
44:19 finger of the week
44:58 Marc Andreessen, San Francisco & Nashville

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Maui wildfires, Elon Musk, EV supply & demand | BDE 08.15.23

collide. — Tue, 15 Aug 2023 01:28:02 -0700

Click here to view the episode transcript.

00:00 Intro
06:30 China
12:26 Elon Musk says we need more electricity
17:43 Denver
19:00 EV supply & demand
24:00 Maui wildfires
31:51 finger of the week

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Oil Hits $83, France Goes Nuclear, Engineering Enrollments Drop | BDE 08.07.23

collide. — Mon, 07 Aug 2023 18:41:39 -0700

Click here to view the episode transcript.

2:15 - Oil prices hit $83/barrel on big inventory drawdown
5:30 - France passes pro-nuclear energy bill
8:45 - Reducing ship sulfur emissions warms oceans by reducing cloud cover
12:30 - Petroleum engineering enrollments are down 50% from peak
18:45 - Tesla CFO Zachary Kirkhorn retiring after 4 years
21:15 - Goldman Sachs' Jeff Curry retiring after 27 years

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Silicon Valley & Fracking, Wind is Dead? Bank's Carbon Footprint? | BDE 08.01.23

collide. — Mon, 31 Jul 2023 22:05:02 -0700

00:00 Intro
03:13 rig count update
06:00 oil prices, Exxon & Chevron
10:25 U.S. Energy Information Administration
12:28 price predictions?
15:46 German environmental movements
21:26 UK conservative party
24:08 Chuck's European experience with energy
26:42 wind is dead now?
30:30 banks measure their carbon footprint?
41:37 Silicon Valley and Fracking
47:04 Outro

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Renewables, the Grid, Blackouts, Brian Harman | BDE 07.24.23

collide. — Mon, 24 Jul 2023 21:46:16 -0700

00:00 Intro
01:18 The world and energy
05:02 The impact for renewable technologies
12:50 Energy supply and the grid
17:17 Conserving energy and blackouts
22:08 Old dudes getting paid
26:10 golf talk and Brian Harman
29:02 abandoned wells
33:52 Outro

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Derek Brower, the grid, Everybody's traveling, Renewable fuels | BDE 07.11.23

collide. — Mon, 10 Jul 2023 18:01:58 -0700

00:00 Intro
02:05 Rig count report
07:49 Everybody's traveling
11:45 Derek Brower on energy
22:39 The grid
24:57 Renewable fuels
30:13 Economy crisis in US & Europe
35:15 George Bush Intercontinental Airport

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Matthew Orr, Eurasia Analyst at RANE, on Ukraine-Russia War | BDE 06.27.23

collide. — Tue, 27 Jun 2023 04:19:17 -0700

00:00 Intro
00:34 Matthew Orr, Eurasia Analyst at RANE
02:44 Russia Ukraine rundown
08:48 The beginning of the end for putin?
13:00 Putin's response?
15:04 Russia's people & economy
21:40 Russia's place in the global alliance
35:24 Russian oil production
45:13 Putin's mental health
51:51 Russia Ukraine predictions?

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Joe Rogan, Shell, Norway, IEA energy predictions | BDE 06.19.23

collide. — Mon, 19 Jun 2023 19:55:11 -0700

00:00 Intro
01:53 Norway Energy sustainability
12:20 IEA energy predictions
20:31 Let's get rid of kids
22:29 Shell update
26:29 Joe Rogan
38:44 Stevie Nicks

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Saudi & LIV Golf, Wael Sawan, Canadian Wildfires, climate change or arson? | BDE 06.12.23

collide. — Tue, 13 Jun 2023 15:40:12 -0700

00:00 Intro
01:32 SPR Releases
03:10 Saudi & LIV Golf
15:06 Let Exxon back into Dow Jones?
17:20 ESG Investor Sentiment
20:47 Wael Sawan & Shell
28:48 Oil & Gas Marketing
30:54 Canadian Wildfires, climate change or arson?
42:13 RIP SBA

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Saudi pledges big oil cuts, Rig counts plummeting, Texas is GOATED | BDE 06.05.23

collide. — Mon, 05 Jun 2023 21:28:48 -0700

00:00 Intro
02:18 OPEC - Saudi pledges big oil cuts
09:15 Rig counts plummeting
14:56 Exxon climate resolutions
22:53 Texas is GOATED
51:40 Outro

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G7, Chevron Bets Big on PDC, Exxon lithium drilling in Arkansas | BDE 05.23.23

collide. — Mon, 22 May 2023 22:54:49 -0700

00:00 U.S. Senior Open
04:13 Chevron Bets Big on PDC
16:39 Exxon lithium drilling in Arkansas
23:32 Glass, Lewis & Co.
26:48 G7
31:29 Graduation
32:40 Terminal E

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ONEOK to Acquire Magellan, Barclays East Africa Pipeline, Biggest players in EVs | BDE 05.16.23

collide. — Tue, 16 May 2023 02:10:00 -0700

00:00 Intro
01:30 Mothers Day
05:10 ONEOK to Acquire Magellan
24:35 Barclays East Africa Pipeline
33:05 ISS & Glass Lewis
34:28 Biggest players in EVs
43:30 Nigerian Monk
45:06 Greece Energy
51:00 Outro

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Lithium Valley, Permian Basin, King Charles III | BDE | 05.08.23

collide. — Mon, 08 May 2023 21:06:43 -0700

00:00 Intro
00:29 Vegas Recap
03:23 US majors trading 2x to Europe
13:52 Lithium Valley in California
21:47 Permian Basin Boom & Bust
31:36 Coronation of Charles III
33:20 Italy & Energy
39:54 Finger of the week suggestions?
42:10 Kathryn A. Mikells
42:49 Outro

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Petro-masculinity, Oxy's carbon capture project, California’s solar “duck curve” | BDE 05.02.23

collide. — Tue, 02 May 2023 11:44:30 -0700

00:00 Intro
01:21 Exxon VS Apple
05:26 Europe Protectors
06:37 Bashing EVs
07:48 Scott Sheffield to retire
11:54 Oxy's carbon capture project
22:38 Ai & ChatGPT
25:43 Chinese Ai
27:25 Russian sanctions
31:02 East African Pipeline
36:22 California’s solar “duck curve”
45:27 Petro-masculinity
58:23 We’re all gonna die
59:48 Outro

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Tucker Carlson, Supreme Court rebuffs Exxon, Earth Day | BDE 04.25.23

collide. — Tue, 25 Apr 2023 05:41:40 -0700

00:00 Tucker Carlson
01:04 Supreme Court rebuffs Exxon
07:40 Earth Day
15:17 China makin long-term moves
17:14 Chile to nationalize lithium industry
22:36 Greenhouse Gases from Power Plants
28:57 Germany facts
33:03 Energy Demand from AI
34:16 Let's talk about Spain
39:46 Finger of the Week
42:00 Outro

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49th G7 summit, O'Leary's $14 Billion Refinery, Finland nuclear reactor | BDE 04.17.23

collide. — Mon, 17 Apr 2023 21:06:38 -0700

00:00 Intro
01:42 Record level of global demand
07:25 Europe's most powerful nuclear reactor
10:17 G7 Accelerating growth of renewables
18:59 O'Leary's $14 Billion Refinery
23:07 Sussing out the UK & Europe
37:48 Outro

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France & China, OPEC's Cuts, The Masters, Pioneer & Exxon | BDE 04.11.23

collide. — Tue, 11 Apr 2023 00:11:31 -0700

00:00 Intro
01:21 OPEC's Cuts
12:13 Chad walks into your office
15:28 Pioneer & Exxon
29:36 France seeks China's help on Ukraine
38:10 Europe Rundown
48:22 The Masters
50:28 Outro

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Saudi Arabia Cuts Oil Production, EOY Oil Prices, Ovintiv, Germany | BDE 04.04.23

collide. — Tue, 04 Apr 2023 04:50:27 -0700

00:00 Intro
00:50 Saudi Arabia Cuts Oil Production
07:27 Are we moving into demand-driven oil?
13:53 EOY Oil Prices?
15:19 Ovintiv acquire $4.3 billion in assets from EnCap
19:27 How does Germany contribute to energy?

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Banking Update, Refining Capacity, Chubb Corp, Malaysia Flight 370 | BDE 03.28.23

collide. — Tue, 28 Mar 2023 00:04:47 -0700

00:00 Intro
00:46 Banking Update
08:41 Ramco & China
14:07 Refining Capacity
18:09 Chubb Corp Insurance
22:12 North Africa
24:37 Malaysia Flight 370
39:57 Finger of the Week
30:47 Outro

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Silicon Valley Bank, Bank Run | BDE 03.20.23

collide. — Tue, 21 Mar 2023 03:00:00 -0700

00:00 Intro
00:59 Silicon Valley Bank
14:44 Bank Run
20:18 How Do Banks Affect Energy?
27:52 What Would You Do?
39:10 Finger of the Week
41:50 Outro

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Data is the New Oil, Empower 2023, CERAWeek | BDE 03.08.23

collide. — Tue, 14 Mar 2023 05:00:00 -0700

00:00 Intro
00:20 CERAWeek
06:26 Basins & Reserves
11:26 Data is the New Oil
15:10 IRA & Tax Credits
16:43 Finger of the Week
17:58 Outro

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Apple Solves Clean Energy, Pioneer Rumor, Ford F-150 Lightning, Climate Change | BDE 02.27.23

collide. — Tue, 28 Feb 2023 04:46:08 -0800

00:00 Intro
01:54 Pioneer Natural Resources Rumor
08:57 Public Companies Earnings Releases
11:35 Ford F-150 Lightning
20:21 Ethanol VS Gas
22:46 Climate Change
34:21 Rig Count Down
37:01 Apple Solves Clean Energy
42:32 Less Emissions in 2022
43:33 Energy Policy Draft
46:09 Finger of the Week
48:30 Outro

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Ohio Train Derailments, Devon Energy & DOE Report | BDE 02.21.23

collide. — Tue, 21 Feb 2023 17:08:36 -0800

00:00 Intro
04:05 Devon Energy & DOE Report
08:33 Ohio Train Derailments
16:37 Abu Dhabi to Sell 4% of Natural Gas Business in IPO
22:00 Mexico Signs Decree to Nationalize Lithium Deposits
29:34 Finger of the Week

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Nord Stream Pipeline Conspiracy, UFO's, Aliens & Balloons, Shell Lawsuit | BDE 02.14.23

collide. — Tue, 14 Feb 2023 09:44:46 -0800

00:00 Intro
02:22 Nord Stream Pipeline Conspiracy
14:11 UFOs, Aliens & Balloons
22:05 Energy Retailers
28:57 Shell Lawsuit
33:30 Oil & Gas
40:09 Houston Astros
43:20 Outro

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Gas Stoves, BP Makes $28 Billion, Majors Turning to Renewables | BDE | 02.07.23

collide. — Wed, 08 Feb 2023 03:08:23 -0800

00:00 Intro
02:14 BP Makes $28 Billion
05:20 BP Reports
07:57 Majors Turning to Renewables
11:11 Blame the Tech Companies
12:34 Share Buybacks
17:52 Eugene, OR All-Electric by 2035
20:00 Gas Stoves
23:05 Europe Energy
28:00 Quality of Life
30:52 Spending on R&D
33:11 NAPE Recap
36:04 Aaron Rodgers
37:48 Outro

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Is Oil Having a Comeback? BP Report, Chevron Buyback | BDE 01.31.23

collide. — Wed, 01 Feb 2023 07:11:11 -0800

The BP annual report, Exxon earnings, Chevron's buy back, and the finger of the week.

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BDE 01.24.23

collide. — Wed, 25 Jan 2023 08:30:28 -0800

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Renewables Failing, Hunter Biden, Tesla Drop Prices, Exxon Spends $2 Billion | BDE 1.17.23

collide. — Tue, 17 Jan 2023 10:53:05 -0800

Chuck Yates, Kirk Coburn, and Mark Meyer chat about Exxon refining add in Beaumont, mining horrors, Tesla's sale slash, Konstantin Kisin's speech, a ridiculous take on Biden stealing classified documents, and of course finger of the week.

00:00 Intro
01:00 Exxon $2 Billion Oil Refinery Expansion
03:03 Global Shipping Activity Dropping
06:00 Renewables Are Not Cutting It
23:27 Tesla Drop Prices
28:08 Hunter Biden
33:08 Selena Is Better Than Taylor Swift
37:52 Outro

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Fake Clouds Solve Global Warming, Natural Gas Prices, Chinese & Taliban | BDE 01.10.23

collide. — Tue, 10 Jan 2023 11:29:25 -0800

Collin's return from his recurring prostate injury did not mess up the mojo. He, Kirk Coburn, Mark Meyer, and Chuck Yates chatted about the recent natural gas collapse, warm weather saving Europe, banning natural gas stove tops, start-up dumping stuff in the air to save the climate, the Afghan-China oil deal, and of course, finger of the week.

00:00 Intro
00:42 Natural Gas Prices Are Coming Down
06:40 Is Europe Screwed?
08:33 More Natural Gas
23:33 Gas Refrigerators
25:59 Chinese Signs Deal With Taliban
31:18 Fake Clouds Solve Global Warming
41:27 No Tailgating at College Football Championship
45:48 Outro

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The 2022 Energy Year End Review | BDE 1.3.23

collide. — Tue, 03 Jan 2023 11:43:31 -0800

We chatted the Russian-UKraine War, the Inflation Reduction Act, oil price roller coaster, MuskTwitter take over, Europes continued crisis, predictions, and of course the finger of the week.

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DOE Fusion Breakthrough, United Spends $43 Billion, China & Saudi Arabia | BDE 12.13.22

collide. — Tue, 13 Dec 2022 11:24:09 -0800

Your weekly dose of energy news with Chuck Yates and Collin McLelland, and special guests this week: Kirk Coburn and Mark Meyer.

00:00 Intro
02:38 DOE Fusion Breakthrough
12:46 United Spends $43 Billion on 100 Planes
14:01 China Travel Tracking
19:55 China & Saudi Arabia
23:23 Oil & Gas Finances
35:20 Mike Leach Dies at 61
39:23 Outro

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North Carolina Power Outage Attack, BP Ends It, Los Angeles Bans Oil | BDE 12.6.22

collide. — Tue, 06 Dec 2022 09:54:00 -0800

00:00 Intro
01:35 North Carolina Power Outage Attack
13:26 BP Ending Its 70-Year-Old Statistical Review
14:55 Los Angeles Bans Oil & Gas Drilling
23:47 Wind Turbines & Whales
26:14 AI & Crypto
30:08 The Price of Water
37:50 Indonesia Bans Sex Outside Marriage
39:45 Outro

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Twitter Mayhem, Facebook Data Collecting, Oil Prices | BDE 11.29.22

collide. — Wed, 30 Nov 2022 09:15:20 -0800

00:00 Intro
01:56 Oil Prices
13:45 Twitter Mayhem
28:48 Facebook Data Collecting
32:00 Energy Density
43:50 Harold Hamm
46:37 Outro

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Elections W's & L's, Joe Manchin, FTX-Ukraine Money Laundering Rumors | BDE 11.15.22

collide. — Tue, 15 Nov 2022 12:05:06 -0800

00:00 Intro
00:50 Elections & Politics
15:50 Joe Manchin
17:40 GOP Taking the House?
24:48 FTX-Ukraine Money Laundering Rumors
31:23 Investors
33:15 Election Winners & Losers
40:05 FIFA World Cup 2022
40:42 Trump Predictions
42:00 Outro

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Election Day, Oxy, EOG Expands, Cheniere, Joe Biden | BDE 11.08.22

collide. — Wed, 09 Nov 2022 07:45:06 -0800

00:00 Intro
2:32 Election Day & Politics
13:06 Oxy Carbon Capture Plans
18:32 EOG Expands into Utica Shale
25:55 Oil & Gas Tech
28:52 Cheniere to Supply LNG
32:52 Joe Biden
38:02 Outro

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Biden's Call for a windfall profits tax, Elon's take over of Twitter, The diesel "drought", Can trees and whales save the climate, FUZE wrap-up, Finger of the week | BDE 11.1.22

collide. — Wed, 02 Nov 2022 09:10:05 -0700

We break down Biden’s call for a windfall profits tax, Elon Musk’s takeover of Twitter, the so-called diesel “drought,” whether trees and whales can really save the climate, wrap things up with Fuze, and finish with our finger of the week.

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BDE 10.04.22

collide. — Tue, 01 Nov 2022 09:43:05 -0700

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Everything is going to shit, NORD Stream Leak, Germans Nationalize Uniper, Economic Petroleum Reserve, and Stogner Endorses Warford| BDE 09.27.22

collide. — Tue, 27 Sep 2022 10:31:45 -0700

Everything is going to shit, NORD Stream Leak, Germans Nationalize Uniper, Economic Petroleum Reserve, and Stogner Endorses Warford.

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Ukraine & Russia, US Rail Strike, Inflation Reduction Act | BDE 9.13.22

collide. — Wed, 14 Sep 2022 08:05:55 -0700

00:00 Intro
01:04 Ukraine & Russia
08:17 US Rail Strike
13:55 Inflation Reduction Act
24:29 IRA for Manufacturers
30:24 Animal Rebellion
34:08 Outro

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OPEC Cap 🧢, Russia Nord Stream Leak, EQT Acquisition of Tug Hill | BDE 9.06.22

collide. — Tue, 06 Sep 2022 09:58:00 -0700

00:00 Intro
01:05 OPEC Cap 🧢
07:38 Russia Nord Stream Leak
13:37 EQT Acquisition of Tug Hill
17:45 Sitio & Brigham to Merge
19:20 Random
20:47 Fuze Conference
23:14 Karl Richard Bechert
26:29 Outro

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Elon says MOAR Oil, IRA Encourages Manufacturing, and SPR Down to 1984 Levels | BDE 08.30.22

collide. — Tue, 30 Aug 2022 12:48:31 -0700

Elon says MOAR Oil, IRA encourages manufacturing, SPR down to 1984 levels, & Secretary of Energy to refiners "do this or else".

00:00 Intro
01:06 Refineries & Refined Products
08:48 Inflation Reduction Act Update
15:50 Lithium Extraction
18:05 Elon says MOAR Oil
22:54 Fuze
23:44 SPR Down to 1984 Levels
25:36 California Bans Sales of Gas Cars After 2035
28:47 Vince Neil, Mötley Crüe
30:38 Outro

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Saudis Threaten Cuts, UT Endowment Chasing Down Harvard, Fervo's Fundraise, & Buffet's Oxy Bet | BDE 08.23.22

collide. — Tue, 23 Aug 2022 10:51:37 -0700

We cover Saudi Arabia threatening production cuts, the UT endowment chasing down Harvard, Fervo Energy’s latest fundraise, and Warren Buffett’s growing bet on Occidental Petroleum.

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China, Iran & USA Oil, The Inflation Reduction Act & EV Tax Credits | BDE 8.16.22

collide. — Tue, 16 Aug 2022 09:49:22 -0700

00:00 Intro
01:01 China, Iran & USA Oil
07:22 Energy & The Economy
11:34 The Inflation Reduction Act & EV Tax Credits
23:14 More EV Talk
33:38 The Beatles
36:46 Outro

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Inflation Reduction Act, Renewables & Texas Grid, Oil & Gas Demand | BDE 8.9.22

collide. — Wed, 10 Aug 2022 10:30:16 -0700

00:00 Intro
04:12 Inflation Reduction Act
06:41 Renewables & Texas Grid
15:05 Oil & Gas Demand
21:44 Devon Acquires Validus Energy
25:15 Outro

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ERCOT, Renewables, Cheniere Energy, Oil & Gas Stocks, TikTok | BDE 7.12.22

collide. — Tue, 12 Jul 2022 09:26:38 -0700

00:00 Intro
01:19 ERCOT Struggling
15:52 Cheniere Energy
22:09 Oil & Gas Stocks
28:48 TikTok
36:34 Outro

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Chord Energy, Ring/Stronghold, Coal Enfuego, Drive Time Demand | BDE 7.5.22

collide. — Thu, 07 Jul 2022 07:58:21 -0700

00:00 Intro
00:40 Whiting & Oasis Combine
03:24 Ring Energy Acquires Stronghold
05:50 Coal Export All Time High
10:55 Traffic Congestion
15:31 Chuck Went To New Orleans
20:55 Joe Biden
27:20 Outro

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Russia, Nuclear Twitter, French Bull Dog Black Market | BDE: 6.28.22

collide. — Fri, 01 Jul 2022 07:43:53 -0700

00:00 Intro
01:59 Oil & Gas
15:20 Russia, China & India
17:06 White House & Politicians
20:44 Nuclear Twitter
26:40 French Bull Dog Black Market
30:06 Outro

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Mexican Border, DCP Midstream Expands, Harold Hamm | BDE 6.21.22

collide. — Wed, 22 Jun 2022 12:51:25 -0700

00:00 Countdown
02:34 Intro
03:14 Mexican Border
07:34 DCP Midstream Expands
08:03 Targa to Buy Lucid Energy
14:22 Harold Hamm
19:12 Oil Refineries
27:10 Chevron, Cummins & Walmart on Renewable Natural Gas
34:30 Oil Supply & Demand
39:48 Joe Biden
42:30 Outro

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LIV Golf, Big Tech VS Big Oil, Harold Hamm Continental | BDE 6.14.22

collide. — Wed, 15 Jun 2022 12:38:25 -0700

Your weekly dose of energy news with Collin McLelland and Chuck Yates: LIV Golf, Big Tech VS Big Oil, EV Startups Bankruptcy, Petroleo Brasileiro VS XOI, Harold Hamm Continental, The EU Votes, Devon Buys RimRock $865 Million, and Gina McCarthy.

00:00 Intro
00:58 LIV Golf
06:53 Big Tech VS Big Oil
13:17 EV Startups Bankruptcy
16:28 Petroleo Brasileiro VS XOI
19:20 Harold Hamm Continental
22:35 The EU Votes
25:38 Devon Buys RimRock $865 Million
38:14 Gina McCarthy
44:15 Outro

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Joe Biden, Renewables Pros & Cons, Kazakhstan | BDE 6.7.22

collide. — Tue, 07 Jun 2022 10:00:00 -0700

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
00:37 John Arnold
07:17 Joe Biden
14:11 Renewables Pros & Cons
19:02 Oil & Gas Tech
22:43 Renewables Pros & Cons Again
24:32 Kazakhstan
28:11 Digital Wildcatters
30:19 Outro

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Do we need to ‘Accept’ the ‘Pain’ of Global Transition? | BDE 5.24.22

collide. — Tue, 24 May 2022 10:00:00 -0700

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:25 Centennial & Colgate $7bn Deal
08:58 Oil & Gas Tech Financing
22:48 Kjerstin Braathen
25:05 Eldon Katz
26:54 Outro

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Macron Wins Reelection, Airline Traffic, Elon Buys Twitter | BDE: April 26th, 2022

collide. — Tue, 26 Apr 2022 10:00:00 -0700

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
00:39 Macron Wins Reelection
02:38 Airline Traffic
05:15 Elon Buys Twitter
10:00 Oil Property Bids
13:23 Ari Melber MSNBC
15:12 Outro

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Price on Natural Gas, EV Battery Shortage, Elon Musk Twitter | BDE: April 19th, 2022

collide. — Tue, 19 Apr 2022 08:00:00 -0700

Your weekly dose of energy news with Collin McLelland and Chuck Yates: Price on Natural Gas, EV Battery Shortage, Masks Mandate Lifted, Elon Musk Twitter, Meghan Hays

00:00 Intro
02:50 Price on Natural Gas
13:06 EV Battery Shortage
17:40 Masks Mandate Lifted
21:21 Elon Musk Twitter
22:37 Meghan Hays
25:08 Outro

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Shell Blames Oil, NextEra Eagle Killers, Jan Schakowsky | BDE: April 12th, 2022

collide. — Tue, 12 Apr 2022 08:00:00 -0700

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:00 Shell Blames Oil
09:32 NextEra Eagle Killers
16:35 Leader in Wind Power Production
21:15 Air Travel Oil Demand
25:45 Collin Backyard Mining
28:02 Representative Jan Schakowsky
29:50 Outro

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Biden Barrels, Elon Twitter, Empower Recap | BDE: April 5th, 2022

collide. — Tue, 05 Apr 2022 12:00:00 -0700

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:50 Biden Barrels
13:10 Elon Twitter
21:47 Empower Recap
28:15 EOG Conspiracy
31:35 Car Boot Scavenger
35:19 Outro

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Russian Oil, Windfall Profits Tax, Warren Buffett Oxy | BDE: March 22nd, 2022

collide. — Tue, 22 Mar 2022 08:00:00 -0700

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:14 Russian Oil
10:23 Windfall Profits Tax
17:56 Warren Buffett Oxy
26:44 Bloomberg Opinion
29:52 Outro

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Joe Biden, Gas Prices, Oil Criticism, Oasis & Whiting Merge | BDE: March 8th, 2022

collide. — Tue, 08 Mar 2022 08:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
00:29 Joe Biden
04:54 Nickle & Oil Prices
18:30 Oil & Gas Criticism
32:22 Oasis & Whiting Merge
37:04 Farman Salmanov
39:03 Outro

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Russia Invades Ukraine, Chevron Buys Renewable Energy Group, Haters | BDE: March 1st, 2022

collide. — Tue, 01 Mar 2022 08:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
00:38 Russia Invades Ukraine
10:52 Chevron Buys Renewable Energy Group
16:52 PDC Energy & Great Western Petroleum
20:22 EQT Watt Fuel Cells
26:10 Haters
31:00 Outro

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Russia & Ukraine, FERC, Capital Discipline | BDE: February 22nd, 2022 with Jeff Davies

collide. — Tue, 22 Feb 2022 08:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:09 Russia & Ukraine
09:36 Federal Energy Regulatory Commission
19:36 Capital Discipline
27:03 Leslie Haines
28:56 San Antonio Express-News
32:44 Outro

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Russia-Ukraine, Bitcoin Mining, Justin Trudeau | BDE: February 15th, 2022

collide. — Tue, 15 Feb 2022 08:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:21 Russia-Ukraine
6:02 Geothermal Energy
16:16 Rig Count
19:30 Bitcoin Mining
24:07 Justin Trudeau
28:12 Outro

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New Jersey, Tequila Overtakes Vodka, Stephanie Thacker | BDE: February 8th, 2022 with: Brad Olsen

collide. — Tue, 08 Feb 2022 08:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:22 Brad Olsen on Energy Market
22:38 New Jersey COVID
25:18 Tequila Overtakes Vodka
27:00 Stephanie Thacker
30:08 Outro

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Stock Market Wild Day, Chesapeake to Buy Chief, Serbia Lithium Protests | BDE: January 25th, 2022

collide. — Tue, 25 Jan 2022 08:00:00 -0800

00:00 Intro
01:36 Stock Market Wild Day
07:47 Quantum Energy Partners
14:19 Euro Nuclear Power
19:35 Chesapeake to Buy Chief
24:18 Serbia Lithium Protests
28:13 The 180's
31:54 Outro

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Microsoft Buys Activision, Energys On Fire, MLK Day | BDE: January 18th, 2022

collide. — Tue, 18 Jan 2022 08:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:00 Mineral Merger
06:18 Microsoft Buys Activision
14:48 Energys On Fire
19:43 MLK Day
21:51 The Northeast
26:34 Outro

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Nawitas, Kazakstan, EOG Growth, & PE Shenanigans | BDE: January 11th, 2022

collide. — Tue, 11 Jan 2022 08:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
01:14 Nawitas
04:55 Kazakstan
09:37 EOG Growth
12:19 PE Shenanigans
18:50 OVO Energy
22:13 Outro

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COVID, Energy is #1 & Holmes, Milton, at Nikola | BDE: January 4th, 2022

collide. — Tue, 04 Jan 2022 08:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
00:24 Omicron
09:03 Energy Sector is #1
19:07 Oil Prices
31:30 Finger of the Week

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Man of the Year, Bonus Season, and Merger Mania | BDE: December 14th, 2021

collide. — Tue, 14 Dec 2021 09:00:00 -0800

Your weekly dose of energy news with Collin McLelland and Chuck Yates.

00:00 Intro
00:18 Elon is Person of the Year
08:40 Jeffery Hildebrand
13:45 EnCap Merges
22:07 Alpha VS Beta
27:02 Gavin Newsom
29:32 Outro

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Crypto Crisis, OPEC Shrugs, Commonwealth Fusion | BDE Show 12.07.21

collide. — Tue, 07 Dec 2021 09:00:00 -0800

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
00:20 Crypto Crisis
05:15 Biden Petroleum Reserve
09:29 Commonwealth Fusion Raises $1.8 Billion
15:16 Erlend Olson
19:59 Europe Natural Gas Prices
23:30 Bob Dole
25:55 Elizabeth Warren...again
30:46 Outro

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Tesla Drops, Omicron Hits Europe, Bitcoin Mania | BDE Show 11.30.21

collide. — Tue, 30 Nov 2021 10:00:00 -0800

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
01:00 Omicron Moronic
07:06 Bitcoin Mining Mania
16:14 Jack Dorsey Steps Down
20:14 What the Hell
22:56 Nissan Shows Future EV Concepts
25:15 The Underappreciated Story of the Week
28:21 Finger of the Week
30:33: Outro

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WTI Spot Price, OBJ Bitcoin Salary, Dogger Unprofitable | BDE Show 11.23.21

collide. — Tue, 23 Nov 2021 10:00:00 -0800

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
00:50 WTI Spot Price
07:12 80 Million Acres Auctioned For Oil & Gas Drilling
10:34 Exxon Starts Sale Process for Barnett Shale Assets
14:34 Dogger Bank Unprofitable' for Equinor
15:55 OBJ Bitcoin Salary
21:48 Warren Price Gouging Bill
25:26 Outro

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Elon Trolls, Veterans Day, OFS Miss Earnings | BDE Show 11.30.21

collide. — Tue, 16 Nov 2021 10:00:00 -0800

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
00:26 OFS Miss Earnings
05:05 Mineral & Royalties
08:25 Elon Trolls
14:44 Middle East Increases Rigs
18:53 Veterans Day
20:21 Outro

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Elon Tesla Stock, Permian Basin Purchase, Climate Change Conference | BDE Show 11.09.21

collide. — Tue, 09 Nov 2021 10:00:00 -0800

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
00:58 Elon Tesla Stock
10:38 Permian Basin Purchase
16:40 Climate Change Conference
22:14 Kansas Governor Against Vaccine Mandates
29:50 Resist Line 3
31:18 Outro

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Tesla Worth 1 Trillion, Exxon Carbon Capture, #BeagleGate | BDE Show 10.26.21

collide. — Tue, 26 Oct 2021 10:00:00 -0700

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
00:40 Tesla Worth 1 Trillion
08:22 Exxon Carbon Capture
11:45 Altus Midstream Merge
23:26 Steve Toon
24:06 #BeagleGate
26:00 Outro

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Southwest Shutdown, Chesapeake New CEO, Ed Markey | BDE Show 10.12.21

collide. — Tue, 12 Oct 2021 10:00:00 -0700

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
00:34 Southwest Shutdown
05:50 Oil Prices
11:35 Chesapeake New CEO
24:12 Azul Resources
28:02 Ed Markey on Natural Gas
30:29 Outro

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California Pipeline Leak, Europe's Energy Prices Soar, WTI Crude Oil Prices | BDE Show 10.05.21

collide. — Tue, 05 Oct 2021 10:00:00 -0700

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
00:59 CA Pipeline Leak
09:13 Europe's Energy Prices Soar
16:40 WTI Crude Oil Prices
32:46 Outro

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Natural Gas Prices, Norway Net Zero, James Jampel | BDE Show 09.28.21

collide. — Tue, 28 Sep 2021 10:00:00 -0700

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Intro
05:32 Natural Gas Prices
09:30 Norway Net Zero
15:10 Blue Bear Capital
18:28 Lithium Extracting
22:00 James Jampel
24:40 Diamondback Energy
30:33 Magnolia
40:26 Outro

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ConocoPhillips, China: Evergrande, Harold Hamm | BDE Show 09.21.21

collide. — Tue, 21 Sep 2021 10:00:00 -0700

The week in energy for people who think daily notes suck and Jim Cramer doesn't know shit with Collin McLelland and Chuck Yates.

00:00 Technical Difficulties
05:12 Intro
05:32 ConocoPhillips
08:04 Warwick Investment Group
09:34 Harold Hamm
12:16 Kayne Anderson
13:10 Michael Wirth
16:24 Kerry Morgan
18:29 China: Evergrande
22:03 ???
23:14 Jim Cramer
25:58 Joe Biden
29:24 Outro

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