PODCAST · news
Big Digital Energy
by collide.
Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.
Episodes
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Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26
Brent whipsaws on Pakistan mediation hopes while the back of the curve sits in the 60s, which makes 2027 capital planning a mess for producers. New West Texas zones, the Barnett-Woodford, foreign money chasing US LNG, and a call for $250 oil against the peak demand crowd. Trump and Zelenskyy…
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Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26
Houthi strikes on the Riyadh and Abha airports push the Saudi conflict into civil aviation as the WPC Congress opens next door, and Aramco's Amin Nasser warns inventories could take two years to refill. Is Saudi talking its book? Then Trump's Russian diesel deal and whose barrels it takes…
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Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26
Europe blinks on diesel after the export ban threat, and the guys argue whether it was the art of the deal or a walk-back, plus why Republicans should force a vote on building refineries. Then trucking bankruptcies and why they might be a good thing, how Delta's Trainer refinery went from…
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Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26
Brent is back at $108 after the latest peace deal fell apart, physical traders are cashing in on the Brent to WTI spread, and the forward strip says the market still is not worried. A floated US diesel export ban draws pushback, Texas opens its highways to dyed diesel, and the case for letting…
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Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26
Saudi Aramco told at least two European term refiners they get zero crude in October, and all three Saudi export routes are impaired at once. Tim Burchett wants a diesel export ban, six EU countries want a windfall tax on oil profits, and Chuck pitches a Big Inch style plan to build Gulf Coast...
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Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26
Distillate inventories are scraping bottom right as winter shows up. Maine heating oil is already past 5.30 a gallon, the Exxon Joliet refinery went down on a utility failure, and Irving's Saint John plant is out 75 days. European gas ran from 23 to nearly 30 per MMBtu while the EU quietly cut…
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Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26
Chevron is the only super major stepping into Venezuela, committing 7 billion across two JVs and targeting 600,000 barrels a day by 2031, while Exxon still calls the country uninvestable. Citadel keeps bidding on physical shale oil after Paloma and losing Wildfire to Magnolia. Energy Secretary...
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Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26
Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what…
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U.S. Energy In A Changing Global Market with Sean Maher
Energy markets are shaped by more than a headline price. In this Community Call, Sean Maher, VP of IR and Chief Economist at Phillips 66, joins us for a macro-level conversation on the forces moving today’s energy landscape. They’ll cover the uncertainty in the market, where refined products fit...
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Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26
Diesel cracks just hit 102 dollars a barrel while the Treasury Secretary says he does not understand why oil spiked, which tells you everything about a products led market. Hormuz sits at day 176 with transits down 86 percent, Buc-ee's makes more on beaver nuggets than it does on diesel, and the...
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Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26
The sixty day clock on the Islamabad MOU ran out and nobody blinked, so Hormuz is still a coin flip and the diesel crack just printed 102 dollars, bigger than the price of crude itself. Kirk, Chuck, and Mark get into why nobody will build a refinery, how FedEx surcharges quietly lock in higher...
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Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26
EOG drilled two wells in the UAE that look suspiciously like the Eagle Ford, and Chuck has a theory about why. From there it's Amazon dropping a 7.6 gigawatt private gas plant on a West Texas ranch, Vivek Ramaswamy flipping the script on Ohio data centers, and a cattle rancher whose herd is…
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Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26
Trump wants the oil majors to hand their profits back to the public, and the crew has opinions. From taco trade whiplash in the Strait of Hormuz to Chevron reinventing itself as an infrastructure landlord through the Microsoft Kilby deal, this Collide roundtable unpacks windfall tax theater, BP...
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Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26
Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is not buying it, and the receipts go all the way back to Greenspan. Then it is deal season, with Magnolia grabbing Wildfire and Matador stacking up…
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Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26
A listener named gopher27 fired back with Bastiat, Krugman, and Thomas Jefferson, and what followed might be the sharpest debate this show has had in two years. From whether Walmart really guts a small town to Middle East escalation rattling crude, a hurricane aiming at the refining corridor, and...
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Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26
Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From there it spirals into why a 141 year old Ohio brick maker got hammered by its power bill, how data centers are quietly...
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US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26
Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into...
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Trump's Big Oil Witch Hunt, $58 Cracks Spike & California's Refinery Graveyard | BDE 07.03.26
Gasoline creeps past four bucks and everyone reaches for the same villain, but the real story lives in the refining margin, not the gas station down the street. Arjun Murti of Veriten joins Mark Meyer for a holiday-weekend conversation on why big oil doesn't set your pump price, how refining...
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Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26
Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of parking your car at the Buc-ee's pump. Kirk and Mark break down the new Iran MOU and what the Strait of Hormuz standoff means for crude, why...
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Lee Raymond Dies, Oil's Pavlovian "Deal" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26
Lee Raymond gets his due first, the Exxon legend who turned the Valdez disaster into a safety overhaul and still holds the record for oil's biggest merger. Then it's whether the Iran deal is real or another oil market head fake, why trading houses like Gunvor are buying gas wells instead of...
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Paxton vs Talarico Goes Nuclear, ERCOT Chokes Data Centers & BP Burns Its Boss | BDE 05.28.26
BP just fired its chairman after eight months, and that somehow is not even the wildest thing this week. The Texas Senate race opens with Ken Paxton and James Talarico already swinging, vegan campaign ads and all. ERCOT's interconnection queue is buried under 410 gigawatts of data center dreams…
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Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26
Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude...
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Reacting to Joe Rogan's Deranged Oil Take, Climate Doomsday Dies & Claude Mead Caged | BDE 05.14.26
Gas hits $7.90 a gallon in LA and Joe Rogan blames Big Oil, so Chuck and Mark grab the mic to set the record straight on California's fuel island, refinery shutdowns, and why nationalizing oil sounds great until you actually think about it. From there it's the death of climate model RCP 8.5,...
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Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26
Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill...
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Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26
Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and...
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Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26
Chuck and Mark rip through a week where the White House hauled oil and gas execs in for a drill baby pretty please moment, and capital discipline still isn't bending for $100 oil. They pick apart Trump's energy executive order and its cycle time problem, flag EOG quietly locking up Madison…
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Iran Talks Collapse, $100 Oil Rips & Ro Khanna's Windfall Tax Disaster | BDE 04.14.26
Chuck's back, freshly upgraded to co-founder, and Kirk and Mark have plenty to catch up on. This week the guys dig into the Iran nuclear standoff, JD Vance's Islamabad trip, what $100 oil actually means for US producers, Ro Khanna's windfall profits tax proposal, the case for moving BP to…
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$100 Oil & Drillers Still Won't Drill, Fertilizer Crash & Harold Hamm's Bet | BDE 03.31.26
Oil markets are under siege and Kirk and Mark aren't sugarcoating it. From the Iran supply shock draining global inventories to the fertilizer fallout quietly heading for your grocery bill this fall, no topic is off limits. They also break down why US producers aren't just drilling on command…
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Big Tech's Dirty Energy Secret, Avatar's O&G Shark Tank & The AI Divide | BDE 03.27.26
Kevin Krausert, CEO and Co-Founder of Avatar Innovations Inc., brings a story that starts with a vegan roughneck and ends with a venture studio that's quietly changing how oil and gas companies innovate from the inside out. Chuck and Kevin get into the Avatar model, some clever bets that actually...
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Qatar LNG Wiped Out, $200 Oil in Asia & Iran's Endgame | BDE 03.20.26
Chuck and Mark are back and wasting no time getting into it. Qatar's LNG infrastructure is heavily damaged, a Red Sea refinery just got hit, and oil markets are absorbing a shock that the IEA apparently never saw coming (surprise). The guys break down regime adjustment vs. regime change, what a...
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"Robinhood for Oil & Gas": Tokenized Energy, Blockchain Deals & Permian Access | BDE 03.17.26
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...
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Iran Goes Hot, Oil Spikes & Sells Off, IEA Eyes the SPR | BDE 03.09.26
Oil prices swung wild overnight and the BD War Chronicles rolls on. David Pursell joins Kirk and Mark to break down the SPR numbers, the Jones Act waiver, and why the IEA's emergency reserve is starting to look more like a price cap than a crisis tool. They also get into Iran's mosaic defense,...
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US Bombs Iran, Oil Barely Flinches, OPEC Ramps & the Regime Change Gamble | BDE 03.03.26
The Persian Gulf just became a live fire zone and crude is barely flinching. What does that tell you about where oil markets really stand? David Pursell, EVP Planning Reserves and Fundamentals at Apache Corporation, joins Kirk and Mark to break down the US strikes on Iran, why this is nothing…
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Texas Railroad Commission Candidate on Zombie Wells, Injection Crisis & CCS Scam | 02.23.26
Hawk Dunlap, 2026 Republican candidate for Texas Railroad Commission, pulls no punches on zombie wells, produced water injection, and why carbon capture is a taxpayer funded scam. From 27 years of international well control across 100 countries to excavating 150 leaking wells on a Texas ranch…
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Chevron Buys Texas Ranch to Dodge Lawsuit, Wind Blade Graveyards & Musk's Space AI | BDE 02.13.26
Kirk, Chuck, and Mark cover Chevron's settlement to buy a West Texas ranch rather than face trial over decades of alleged pollution, Ken Paxton's lawsuit against a fiberglass recycling site turned wind turbine blade graveyard, and Elon Musk's plan to put AI data centers in space powered by solar...
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Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26
Kirk Coburn, Mark Meyer, and Chuck Yates tackle Devon's $58 billion merger with Coterra—a Delaware Basin land grab with Marcellus as an afterthought. They break down why scale matters when your cost of capital beats everyone else's, why Oklahoma keeps building great companies Houston eventually...
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Winter Storm Fern Flops, ERCOT Grid Survives & IEA's $15 Trillion Oil Mistake | BDE 01.29.26
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...
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Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26
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…
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Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26
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…
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Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26
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...
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Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26
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...
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Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25
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...
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Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25
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...
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Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail
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...
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2025 Community Year In Review: How Collide Evolved This Year (And What's Next)
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…
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Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production
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...
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Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25
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...
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Can One Governor Candidate Rewrite Alaska’s Energy Future?
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...
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DOE's $1B Nuke Bet, China’s Coal Loop, & Al Gore’s COP Circus | 11.21.25
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...
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Congress Chaos, FAA Close Call & COP30’s Amazon Irony | BDE 11.15.25
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.…
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Frequently Asked Questions
How many episodes does Big Digital Energy have?
Big Digital Energy currently has 216 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Big Digital Energy about?
Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.
How often does Big Digital Energy release new episodes?
Big Digital Energy publishes regularly with 216 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Big Digital Energy?
You can listen to Big Digital Energy on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Big Digital Energy?
Big Digital Energy is created and hosted by collide..
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