Big Digital Energy

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 flipped from the worst business in energy to the best, what California's shrinking refinery count really signals, and the Lee Raymond mindset that still shapes how smart operators ride the cycle.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Welcome and Arjun's background02:55 Remembering Lee Raymond10:09 Trump, gas prices, and the price gouging myth18:17 When energy policy actually got it right24:09 How refining went from worst business to best28:21 Barriers to entry and the safety tightrope32:47 California's refining wall36:01 The Jones Act and shipbuilding38:09 Environmental policy vs climate crisis43:22 Ethanol, RINs, and ag politics46:35 Capitalism, shale, and the LNG boom49:45 What comes next for the upstream53:40 Oil prices and the Big Tech double standard57:48 Adapting to 2026 and the road aheadhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of parking your car at the Buc-ee's pump. Kirk and Mark break down the new Iran MOU and what the Strait of Hormuz standoff means for crude, why production keeps slipping while exports surge, and the recycled windfall profits tax playbook out of Warren and Whitehouse. It lands on the SpaceX IPO and the builder versus blame mindset worth chewing on.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00  Cold open and weekend banter02:35  Soccer, baseball, and the MLB labor cliff05:38  The Iran MOU and the Hormuz standoff12:14  Iran vs the Venezuela playbook14:48  Cushing at tank bottoms17:21  Physical vs financial and the SPR draw22:15  Production, rigs, and capital discipline25:55  Heavy crude and headlines vs reality27:20  The Buc-ee's debate32:19  Warren, Whitehouse, and the windfall profits tax38:23  Attention spans and the state of discourse41:31  The SpaceX IPO and the builder vs blame mindset45:27  Rockets, methane, and ESG scores48:18  US Open at Shinnecock and the wraphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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 pipelines, and the data center that paid fifty five million just to get its power line built four months early. Waha gas math, flaring pain, and a questionable David Lee Roth show close it out.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00   Remembering Lee Raymond04:58   The Bonneville and the triplets06:40   Moving Exxon from Manhattan to Texas08:08   The 357 million dollar retirement fight10:13   Is the Iran deal real16:01   Oil markets and the Trump deal tracker17:52   Trading houses buying gas assets21:22   The Enron playbook returns23:49   Credit capital moves into gas25:56   Gas to power and selling electrons31:08   Waha gas below zero and flaring33:55   Pipeline egress and the BTU problem37:04   The 55 million dollar Twinkle Line40:55   David Lee Roth and learning to Claude codehttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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 at a 1.5 percent approval rate, so off grid gas starts looking real. Plus a quant trading lab built with Claude, Cushing draws getting tight, the shaky Iran ceasefire, and a Wuhan study with some nerve.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Texas Senate race kicks off, Paxton vs Talarico08:22 - Welcome and a little name dropping09:38 - Summer mode and baseball season10:46 - Building a trading lab with Claude15:02 - ERCOT's data center interconnection logjam25:52 - BP fires another one at the top33:45 - Iran strikes and the shaky ceasefire37:40 - SPR and Cushing draws getting tight43:44 - Iran's pollution plume and a Wuhan studyhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude Code licenses, NextEra swallowed Dominion for $67 billion, Devon dropped $2.6B on a Delaware lease sale, and XAI is running 46 turbines without federal permits. Physics keeps showing up uninvited.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Nantucket, baseball, and barehanded line drives01:38 Venezuela back in play and Exxon's un-investable reversal10:31 SPR draws, tank bottoms, and summer driving season16:33 Sparkling water inflation check17:03 Microsoft cancels Claude Code and the AI energy bill22:22 Strait of Hormuz, insurers, and Iran's slow rebuild24:33 Devon spends $2.6 billion on a BLM lease sale27:17 Delaware Basin economics and Taylor Sheridan as an oil man33:07 NextEra buys Dominion in a $67 billion deal37:14 Nantucket property taxes and the ratepayer problem40:07 XAI's 46 turbines, the EPA, and Colossus 244:30 Texas vs Massachusetts taxes and Memorial Day sign-offhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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, Anthropic's Claude Mead and the Glass Wing trusted partner group, EIA's call for higher residential power bills, and Geraldo Rivera's wild plan for the Strait of Hormuz.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Rogan's gas price rant and California's fuel island08:25 Nationalize oil? The shale revolution counterargument13:13 John Fogerty backstage and the stolen guitar16:33 Climate models, RCP 8.5, and a PSA about your PSA26:25 Claude Mead, Glass Wing, and OpenAI's Daybreak30:51 EIA outlook and rising residential power bills34:27 Geraldo, the Strait of Hormuz, and the Zapruder filmhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill chatter on DoD lands, the voodoo science of reserves accounting, exec comp tied to flaring mitigation, and where Anthropic fits in the gigascale power buildout. Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Cold open and Chuck on assignment01:15 - Iran headlines and crude's air pocket04:35 - The Trump and Xi summit ahead07:00 - SPR refill ideas and DoD lands13:00 - The voodoo science of reserves21:00 - Goldman, BP and the reserve replacement game25:00 - Exec comp and flaring mitigation30:00 - AI tooling and grid intermittency38:00 - Anthropic and the speed to power race46:30 - An engineering project, not a science fair53:30 - Wraphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and the petrochemical industry over Gulf Coast gas turbines, and Permian gas trading at less than nothing. Plus a salute to David Allan Coe.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00   SPR draws and screaming inventory declines03:00   Gas prices and the run-up to summer driving season04:30   Valero Port Arthur refinery still bleeding diesel and jet05:30   Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal07:30   Kirk on the war, chokepoints, and food price spillover11:00   UAE walks away from OPEC+16:50   Saudi PIF defunds LIV Golf19:30   The painful path back for LIV defectors22:30   Cracks in Saudi's regional grip23:30   Mary Barra still betting GM on EVs, and the hybrid case27:00   What implodes next, NATO and the EU on the list28:20   A wild idea, privatize the Strait of Hormuz31:15   Big Tech's $750B data center CapEx party33:40   The knife fight, AI versus petrochem for gas turbines41:30   Brent over $100 while Permian gas trades negative43:30   In memoriam, David Allan Coehttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Chuck and Mark rip through a week where the White House hauled oil and gas execs in for a drill baby pretty please moment, and capital discipline still isn't bending for $100 oil. They pick apart Trump's energy executive order and its cycle time problem, flag EOG quietly locking up Madison County's Buda play, unpack Paul Sankey on Heathrow jet fuel and Australia's refining collapse, then close with Rick Perry's push to legitimize ibogaine treatment for addiction and PTSD.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Tex-Mex talk and black hoodies04:16 Drill baby pretty please13:14 Industry messaging and the greedy myth18:49 Trump's energy executive order25:22 Budagate and EOG in Madison County26:30 Sankey on Heathrow and Australia30:46 Blame game politics and gasoline sticker shock37:17 Rick Perry's push for ibogainehttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Chuck's back, freshly upgraded to co-founder, and Kirk and Mark have plenty to catch up on. This week the guys dig into the Iran nuclear standoff, JD Vance's Islamabad trip, what $100 oil actually means for US producers, Ro Khanna's windfall profits tax proposal, the case for moving BP to Houston, and a proper sendoff for Astros legend Phil Garner.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Chuck returns as co-founder03:30 - Iran, Strait of Hormuz, and nuclear talks09:00 - US oil production and export capacity23:40 - Windfall profits tax debate30:30 - Tesla, autonomous driving, and gas prices32:30 - OJ Simpson and Fox News tangent38:35 - BP, activists, and the case for Houston46:00 - Remembering Phil Garnerhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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-uglyClick here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Welcome and Mark's big news02:07 Iran supply shock and global oil markets10:20 US producers and the drilling pressure debate20:17 Fertilizer prices and food supply fallout22:38 Energy policy critics and the IEA29:52 EU energy vulnerability31:02 Retail gas prices and demand destruction37:31 Continental and Mercury's Pecos Power project45:08 ERCOT opportunity and molecule-to-megawatt plays47:31 Wrap uphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Kevin Krausert, CEO and Co-Founder of Avatar Innovations Inc., brings a story that starts with a vegan roughneck and ends with a venture studio that's quietly changing how oil and gas companies innovate from the inside out. Chuck and Kevin get into the Avatar model, some clever bets that actually paid off, the coolest ideas that flopped, and why Kevin thinks AI early adopters in energy are about to leave everyone else in the dust.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Vegan Roughneck Origins03:16 - Big Tech's Energy Wake-Up Call07:14 - What Avatar Innovations Actually Is08:33 - How the Program Works11:10 - Bragging Rights: Production Optimization Win14:25 - Turning Oilfield Emissions Into Beer CO215:13 - Smart Grid Splice Monitoring Tech18:26 - How to Get Into the Avatar Program22:00 - AI-Optimizing Condensate Stabilizers24:05 - The Shale Revolution and Suspending Convention27:14 - Who Drives Innovation in Oil and Gas30:03 - AI as the Single Source of Truth35:38 - Building AI Sandboxes for the Oilfield38:09 - Open CLAW and Observations from Nvidia GTC39:51 - What a VC Legend Taught Chuck About Markets42:04 - The Best Ideas That Didn't Work45:58 - Know Your Loss Point Before You Start49:30 - How to Connect With Kevin and Avatarhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Chuck and Mark are back and wasting no time getting into it. Qatar's LNG infrastructure is heavily damaged, a Red Sea refinery just got hit, and oil markets are absorbing a shock that the IEA apparently never saw coming (surprise). The guys break down regime adjustment vs. regime change, what a prolonged Strait of Hormuz disruption could mean for a global recession, and why gas prices matter more politically than anyone wants to admit. Then somehow they land on Mean Joe Green, Chuck Norris, and Astros opening day.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 - Intro and catching up2:00 - Iran conflict and energy infrastructure strikes5:00 - Qatar LNG damage and supply disruption10:00 - Regime change vs. regime adjustment12:00 - Oil price predictions and IEA criticism14:00 - Europe energy security concerns17:30 - Strait of Hormuz and recession risk18:30 - Gas prices and US political reality23:30 - US military effectiveness25:00 - RIP Mean Joe Green and Chuck Norris28:00 - Astros opening day and the WBC32:30 - Wrap uphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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. Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 - Intro and what Tokenized Energy actually does3:01 - Breaking down the barriers to oil and gas investing6:00 - Inside the platform: data rooms, deal structure, and SPVs9:05 - Building your own personal oil and gas portfolio10:11 - Deals on the platform and how they launched12:23 - Buyer minimums, price setting, and the CarMax model14:07 - How sellers get assets on the platform17:14 - Early beta results and what surprised them21:34 - Chuck's soapbox: making oil and gas sexy again25:37 - 5-year vision: stablecoins, yield tokens, and secondary markets31:44 - Why the US is behind on tokenization adoption38:17 - WTI tokens, commodity-backed digital assets, and optionality46:19 - Overcoming the "vaporware crypto" misconception49:09 - Robinhood for oil and gas and where digital investing is heading52:50 - How to access the platform and get in touchhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Oil prices swung wild overnight and the BD War Chronicles rolls on. David Pursell joins Kirk and Mark to break down the SPR numbers, the Jones Act waiver, and why the IEA's emergency reserve is starting to look more like a price cap than a crisis tool. They also get into Iran's mosaic defense, Strait of Hormuz shipping chaos, and why reservoir damage fears are mostly noise.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 Oil prices and SPR breakdown7:00 IEA history and emergency reserve mission creep10:00 Iran conflict update and Khamenei succession17:00 Mosaic defense and Strait of Hormuz22:00 Floating storage and curtailments25:00 US crude exports and diesel prices29:00 Reservoir damage myths debunked35:00 Market predictions and wrap uphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

The Persian Gulf just became a live fire zone and crude is barely flinching. What does that tell you about where oil markets really stand? David Pursell, EVP Planning Reserves and Fundamentals at Apache Corporation, joins Kirk and Mark to break down the US strikes on Iran, why this is nothing like Operation Midnight Hammer, what OPEC is actually capable of producing, how strategic reserves are everyone's insurance policy, and whether the real story here is regime change, not barrels.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 US strikes on Iran and initial oil market reaction2:50 Shipping disruptions and Strait of Hormuz concerns5:30 Weeks not days and the case for regime change7:26 Who actually cares and global market impact11:35 Iranian oil on tankers and strategic reserves14:54 OPEC production increases and spare capacity questions18:48 Strait of Hormuz as a chokepoint21:03 The regime change problem and keeping the lights on29:19 Sunni-Shia dynamics and what comes next34:14 Structurally bearish factors and why the market yawns41:50 US oil demand growth and fundamentals check44:04 The IEA critique cornerhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Hawk Dunlap, 2026 Republican candidate for Texas Railroad Commission, pulls no punches on zombie wells, produced water injection, and why carbon capture is a taxpayer funded scam. From 27 years of international well control across 100 countries to excavating 150 leaking wells on a Texas ranch, Hawk brings the kind of boots on the ground credibility this conversation demands. The primary is March 3rd.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 - Intro and Hawk Dunlap origin story4:46 - Well Control Management and international career8:19 - The Container Ranch and zombie wells13:43 - Excavating 150 wells and what they found18:20 - Litigation, Railroad Commission, and accountability27:18 - Produced water injection as the defining issue28:53 - Water recycling and the orphan well fund36:21 - Orphan well plugging program problems45:01 - Carbon capture and why Hawk opposes it56:28 - Railroad Commission name change1:01:11 - AI and risk assessment for orphan wells1:12:21 - Campaign trail and closing thoughtshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Kirk, Chuck, and Mark cover Chevron's settlement to buy a West Texas ranch rather than face trial over decades of alleged pollution, Ken Paxton's lawsuit against a fiberglass recycling site turned wind turbine blade graveyard, and Elon Musk's plan to put AI data centers in space powered by solar panels. They debate whether the space data center concept is real or just Musk messing with software guys, discuss BP suspending share buybacks to reduce debt after their energy transition distraction, and reflect on Expand Energy leaving Oklahoma City nearly a decade after Aubrey McClendon's death, marking the end of an era for the company he built.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Welcome and first concert stories02:11 - Chevron West Texas ranch settlement08:27 - Environmental litigation implications11:12 - Wind turbine blade graveyard lawsuit17:23 - Green energy waste problem19:02 - Elon Musk's space AI data centers24:24 - Building data centers in space27:35 - Earth's electricity limitations30:55 - Space compute infrastructure race33:16 - BP suspends share buybacks37:38 - Expand Energy leaving Oklahoma City41:19 - Houston's oil and gas consolidationhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Kirk Coburn, Mark Meyer, and Chuck Yates tackle Devon's $58 billion merger with Coterra—a Delaware Basin land grab with Marcellus as an afterthought. They break down why scale matters when your cost of capital beats everyone else's, why Oklahoma keeps building great companies Houston eventually swallows, and why data center cancellations reveal America's infrastructure crisis. The real insight? PJM's grid failures prove you can't bolt 21st century AI demand onto 20th century infrastructure with 19th century permitting. Plus: Trump's trade flurry, China's mineral monopoly, and why we have 2 icebreakers while Russia has 54.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Goldman's Jersey City building and Connecticut commuters01:36 - Collide's IRR triples with software sales03:19 - Why retail AI can't handle deep energy verticals05:50 - Devon-Coterra merger breaks: $58B Delaware play08:29 - $1B in synergies means AI replaces people11:03 - No-premium stock mergers finally catch on13:19 - Panther to WPX to Devon Delaware journey15:11 - Oklahoma builds energy companies Houston acquires17:12 - Grok's brutal take on the merger20:15 - Scale drives cost of capital advantages22:13 - Data center cancellations spike from 6 to 2525:23 - Microsoft's Azure growth disappoints Wall Street27:18 - Why AI compute costs become investor concerns29:20 - Collide builds Spindletop for on-prem processing31:40 - Data centers pivot from urban to distributed models33:40 - PJM cancellations expose grid reliability crisis36:31 - Trade policy lightning round begins39:14 - US shipbuilding can't compete with China's 300x capacity41:37 - Rubio builds OPEC for critical mineralshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. You're Not Getting Another Corporate Job (Here's the Bypass) | Unrigged 001https://youtu.be/l9Afd5ZsoFw?si=Gu8-y7S-S0MxfpJl00:00 - Grading Winter Storm Fern's impact across regions00:27 - Texas holds steady while Tennessee takes the hit01:30 - Ice driving disasters make great Instagram content03:26 - Trucks on ice: the overconfidence problem04:33 - Casino trips and Livingston's reputation05:27 - New England burns 40% oil during peak demand06:25 - Marcellus Shale produces 28 BCF/day but can't reach Boston07:40 - The hypocrisy of Massachusetts energy lectures09:29 - Still importing LNG into Boston after 22 years10:28 - Tennessee outages hit harder than expected12:00 - Why batteries didn't discharge during price spikes14:16 - Cold weather physics limits battery performance16:05 - ERCOT as the world's biggest Rube Goldberg machine17:32 - Tax subsidies create grid dysfunction18:16 - Snow coverage kills solar instantly19:22 - 95 gigawatts of renewables vs 85 gigawatt peak demand20:27 - ERCOT's unique generation philosophy21:37 - 10 BCF/day of gas production offline from freeze22:47 - Toby Rice gets wells back online in the field23:39 - IEA's five-year detour from reality26:14 - $15 trillion underinvestment hole in upstream spending27:58 - Shale revolution changed exploration economics30:27 - Exploration skills at historically low capacity32:05 - Why supermajors can't compete in unconventional33:28 - Shell's struggles in Argentina and Eagle Ford35:13 - Nothing cures prices like prices36:32 - Europe's transition policies cause real damage38:28 - IEA leadership needs radical overhaul39:42 - Software sales and oil company workflows41:27 - Corvette shopping and career transitionshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. Cody Jinks & Ward Davis - Full Interview | Late August Sessions Ep. 1https://youtu.be/p2qmKBTrWLU?si=t5q3HXo8-bp9cU7x00:00 Winter storm forecast and natural gas price spike04:36 Waha pricing chaos and infrastructure bottlenecks07:49 Trump's Davos speech and windmill comments15:16 Military action in Greenland media hysteria explained19:00 UK turning North Sea into museum of regret21:14 China's climate strategy and green technology positioning26:20 Harold Hamm shuts down Continental drilling completely31:14 Well-level returns versus corporate performance disconnect35:15 Aramco CEO on global spare capacity concerns40:07 AI-native software capturing workflow datahttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Tech hiccups and setup01:00 Chavez Houston story05:00 Trump press conference and Venezuela hype08:00 Why Venezuela isn’t investable14:30 EIA outlook and US production19:00 Rigs, frac spreads, and revisions22:00 Backwardation vs contango27:00 Iran supply risk30:30 Condensate and power constraints38:30 Geopolitical risk premiums40:30 BP write-downs and strategy shifts46:30 Energy transition reality check53:30 Tesla lithium refinery in Texas56:30 Data centers and power scramble01:01:30 Wrap-up and outlookhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Oscars cold open and grim stats tease01:00 AAPL basics and what it actually does03:20 The field landman shortage and aging workforce05:10 Day rates vs inflation and the ROI argument06:05 Why tech hasn’t removed courthouse work12:15 Speeding up drill readiness with better pay and tools15:30 AI in land work, productivity, and replacement fears20:00 Why humans still need the rules to break them26:00 Data centers, minerals, and land becoming the bottleneck33:20 NAPE dates, format changes, and what’s new36:20 Hubs: bitcoin, minerals, rare earths, offshore, data centers39:05 Energy is really electrons now41:10 Paying for quality and avoiding expensive cleanup laterhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 New year banter and market mood02:00 WTI and gasoline reality check05:00 Frac spreads, rigs, and production confusion10:30 Venezuela headlines vs fundamentals16:00 Energy stocks and discipline19:00 Grading the administration25:00 Immigration, wars, and geopolitics39:00 Tariffs, trade, and supply chains47:00 Energy transition reality check53:00 2026 oil and gas predictions59:00 Midterms outlook and wrap-uphttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Intro and why Venezuela is everywhere02:10 David’s Venezuela background and PDVSA history07:40 Why production is hard to restart09:20 Reserves vs resources and the heavy oil problem12:45 Refining limits and why Canada filled the gap16:05 Capital, contracts, and what companies actually watch24:45 Guyana, Argentina, and above-ground risk29:00 Inventories, OPEC, and where the “surplus” is hiding37:15 What to watch over the next 18 months50:10 Saudi data story and why numbers get political55:20 Teaching, capstone, and wrapping uphttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Safe harbor and why this convo exists01:15 Mark’s path into investing03:05 Building credentials and breaking into research05:16 Landing on the energy team08:03 Conventional to shale and valuation shifts13:18 The negative free cash flow era16:29 Why energy shrank inside the S&P17:24 Too many public E&Ps and consolidation20:18 Institutions hug the biggest names23:06 Expertise drain and small caps struggle28:54 Leaving Wellington and joining Kimmeridge32:03 Why activism matters in energy37:05 Timing the move into 202040:10 How activism fits the sector today47:57 Portfolio quality over top down labels57:39 Gas, power, and AI data center demand01:01:11 New revenue streams and the next cyclehttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 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 wraphttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcattershttps://app.collide.io/content/RprbJAD 

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 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 thankshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Product market fit jokes and kickoff00:28 VC email flashback and velocity01:29 Forward deployed model and AI first mindset02:18 Sam Texas and AI coding shift04:04 What AI first actually means06:18 Not just podcast bros anymore07:00 AI breaks silos across the business08:21 Doglegs example and incentives09:57 Change management is the advantage10:18 Client story and regulatory filings win12:42 Selling outcomes not hype13:36 Building the FTE team and faster delivery16:24 AI strategy as workflow ROI first18:26 Grok as a thought partner and GPU cluster20:15 Shale revolution mindset parallel22:29 Recruiting, software DNA, and stacked team26:16 Content and community as a recruiting engine29:11 Distribution flywheel in the real world30:22 Team distribution vs product debate32:32 2026 is the scaling year34:02 Community platform finally clicking36:09 Building the community platform the hard way39:20 Scaling clients, POCs, and production41:09 Why mom and pops matter41:55 Energy demand tailwinds and macro impact44:44 One word answer for next year: scale45:20 POC to production cycle time focus47:12 Scaling tech, sales, and financing49:45 Moving at AI speed story50:14 Raising capital and building serious software52:56 Collide as the operator layer vision54:02 Gratitude and community over everythinghttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 Studio one return and catching up02:05 Nantucket, offshore wind, and moving to Dallas11:20 Ford EV impairment and the pivot back21:05 BP CEO exit and Meg O’Neill incoming32:10 Ascent bid and continuation fund basics39:57 Venezuela pressure and oil angle45:28 Holiday stories and Christmas rituals50:57 Rice band legends and sign offhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro01:00 - Alaska Governor Candidacy Motivation04:50 - Journey to Northwestern University09:57 - College Football Experience11:49 - Early Career Path18:04 - Current Professional Role22:46 - COVID-19 Challenges25:54 - Effectiveness of COVID Regulations29:54 - Ranked-Choice Voting in Alaska33:19 - Overview of Alaska's Energy Industry37:02 - Energy Policy Discussion38:40 - Impact of the Jones Act48:40 - Outro49:50 - Connecting with Adam Onlinehttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro02:43 - DOE LPO Funding12:15 - China Energy Policies19:59 - Energy Tariffs Impact23:15 - Thorium Molten Salt Reactors26:17 - Closing the Energy Loop28:17 - Al Gore COP26 Speech34:14 - MIT Gulf Stream Collapse36:00 - Episode Wrap-Uphttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - How are you01:17 - FAA Shutdown News07:13 - Sanctions Update in Energy Sector11:16 - Shell vs BG Venture Global Analysis13:58 - COP26 Climate Conference Highlights21:56 - IEA World Energy Outlook 2022 Insights36:28 - College Football Roundup40:00 - Last Minute Energy Update40:31 - Wrapping Up Discussion41:38 - Goodbye and Closing Remarkshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro03:58 - California Oil and Gas Industry Overview06:38 - Santa Barbara Channel Environmental Issues09:10 - California Energy Commission Hearings18:40 - Offshore Oil Exploration in California19:30 - Sable Offshore Energy Insights23:50 - SB 237 and Coastal Commission Impacts26:30 - Restarting Sycamore's Significance for California29:55 - Environmental Benefits of Responsible Oil Production40:44 - Economic Consequences of Inaction43:43 - SYU Crude and Import Displacement49:00 - Final Thoughts on Energy Policy51:29 - Outrohttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Halloween Shenanigans03:20 - Bill Gates Emissions Priority09:02 - Oil Prices Increase Since 201521:00 - US-China Trade Talks Update24:10 - Jensen Huang on US-China Trade27:39 - Russia Oil Sanctions Impact32:52 - Final Thoughts Before We Go46:24 - Kirk's Surrender Video Insights51:00 - Mark's Final Thoughts54:05 - Weekend Wishes and Closing Remarkshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcattershttps://app.collide.io/content/DDQWMBJ 

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro01:25 - California Offshore Oil & Gas Industry08:12 - Trump and Drug Trafficking Boats09:11 - California Gas Prices Analysis11:18 - Emergencies and Property Rights Erosion14:08 - BP Arbitration Victory over Venture Global19:15 - Waha Price Fluctuations Explained28:50 - Energy Information Forum Highlights31:51 - Forecasting vs. Energy Planning Strategies37:27 - Golf in the Energy Sector41:00 - LIV Golf Financial Overview43:19 - Weather Impact on Energy Markets44:23 - Thanks for Tuning Inhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Chuck’s Medical Emergency02:34 - Show Intro and Overview06:28 - OPEC+ Surprise Announcement08:41 - Trump’s Peace Plan and Oil Markets17:54 - Future of Renewables in Energy21:15 - Investing in Energy Technology22:37 - China’s Energy Strategy and Impact25:00 - Knowledge Gaps in Energy Sector27:30 - Costs of Bad Energy Policy30:25 - Addressing Grid Challenges36:31 - Ambler Mining Road Discussion39:08 - Finger of the Week Highlight45:50 - Show Closing Remarkshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 Introduction and On-Site Experience0:43 Frac Automation Evolution: From ProPilot to Real-Time Adaptation2:07 Seismos Partnership: Real-Time Subsurface Data and Closed Loop Fracturing5:05 Cost Savings vs Well Performance: What Real-Time Data Enables7:10 Breaking Down Engineering Silos with Real-Time Collaboration10:06 Supervised vs Unsupervised Closed Loop: Control and Customization14:01 Role of AI in Frac Operations and Data Management16:11 Case Study: Equipment Optimization and Millions Saved18:26 Adaptive Systems: AI + Physics-Based Measurement in Action20:49 Human Expertise in an AI World: Replacing or Enhancing?23:16 How the ProFrac–Seismos Partnership Came Together25:32 Looking Ahead: Fully Autonomous Fields and Future Inventory29:35 Frac Performance Measurement: Defining Good vs Bad33:11 Customer Collaboration: Building Prescriptive Completions Together36:40 Isolating Variables: Why Controlled Change Matters40:13 Real-World Results: Cost and Performance Improvements42:31 Future Roadmap: More Intelligent, Automated, Efficient Fracs45:33 Refracs and Unlocking More Value from Existing Wells47:07 Overcoming Customer Risk Aversion to Innovation49:06 True Partnerships: EMPs and Service Companies Working Together51:24 Rethinking Tribal Knowledge: AI as a Force Multiplier53:48 Final Thoughts and Closing Remarkshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro01:39 - Trump's UN Speech Highlights05:38 - China's Emissions Reduction Pledge11:56 - Rick Perry's LinkedIn Insights17:25 - BP’s Energy Market Outlook22:47 - Matt's 2018 Electric Vehicle Speech26:16 - Ivanpah Solar Facility Closure28:30 - Left Coast Offshore Wind: Environmental Impact37:03 - Innovative Giant Kites for Energy40:25 - Jake's Two-Week Bender41:50 - Ryder Cup Overview43:58 - Final Hot Take Discussionhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro01:17 - Texas A&M President Resigns, Leadership Changes03:52 - Elon Musk's Colossus II, Innovation and Technology12:33 - RBN's Power Market Predictions, Energy Trends21:29 - IEA Acknowledges Depletion, Energy Resources24:30 - Guest: Elon Musk, Special Interview26:50 - Jimmy Kimmel’s Cancellation, Entertainment News31:50 - George Abirone and the Oxford Union, Academic Discussion36:15 - Proportionality of Consequences, Ethics and Impact40:31 - Final Thoughts, Wrap-Up Discussionhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Charlie Kirk assassination07:15 - Energy Climate Assessment13:08 - Energy Endangerment Finding16:23 - Violence in Public Discourse22:03 - Policy Damage from Cancel Culture27:18 - Global Oil and Gas Demand27:45 - Underinvestment in Exploration29:34 - Rights to Improve Living Standards32:35 - Silencing Debate Consequences34:24 - Current Events in the US37:45 - Physics as a Solution39:50 - Omnivore Diet Discussion41:50 - Texas A&M Controversy47:12 - Closing Thoughtshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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?Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro03:11 - EQT LNG Deal with NextDecade10:42 - US Government Involvement in LNG14:37 - Norway Energy Developments22:07 - Shell SAF Plant in Rotterdam24:30 - Exxon European Petrochemical Investments27:45 - Economic Feasibility of Sustainable Aviation Fuelhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Breaking News in Energy00:22 - NOV and Well Data Labs Partnership Insights04:56 - Use Case: Friction Reducer Applications08:09 - Use Case: Stage Variance Tool Explained09:35 - AI Innovations in Oil and Gas Industry17:44 - Behind the Scenes: How the Deal Went Down20:31 - Getting Started with Well Data Labs21:50 - Cost Analysis and ROI Considerations27:35 - Data Sharing Best Practices32:50 - Contact Information for Eric and Kaylahttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.instagram.com/collide.io/https://www.facebook.com/collide.io/https://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - ExxonMobil Trinidad and Tobago Exploration06:57 - Presidio SPAC Public Offering15:28 - NYT vs. Trump Admin vs. IEA Analysis21:49 - Largest AI Data Center Project Update24:46 - Trump, Putin, and Zelensky Admins Discussion33:26 - Positive DOE Energy Numbers34:40 - The Tragedy of War36:00 - Weekend with Jewel39:20 - Music Plughttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Ørsted Rights Offering09:28 - Oil Prices Trends20:29 - Ukraine Conflict Update23:57 - Economic Sanctions Impact24:37 - Offshore Brazil Developments26:39 - EPA CO2 Endangerment Finding Explained34:10 - Career Playbook: Oil and Gas Industry37:20 - Maintaining Expertise in AI Era46:17 - Enverus Acquisition for $6.5B49:08 - Blackstone Acquisition Insights51:19 - RS Energy Overview55:05 - Farewell and Closing Remarkshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro01:08 - BP oil discovery11:05 - Music talkhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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!Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro00:27 - Nantucket Sound Offshore Wind Farm05:51 - Trump’s Scottish Golf Course09:51 - Vineyard Wind 1 Update13:50 - US-EU Trade Deal20:35 - Sanctions on Russia25:34 - Palisades Nuclear Facility Restart28:35 - Streamlining Nuclear Permitting36:18 - Baker Hughes Acquires Chart Industries39:21 - Bill Gates’ Hydrogen Superyacht Investment40:57 - What Would You Do If You Were a Billionaire?44:11 - In Memoriam47:55 - Have a Great Weekhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro00:15 - California Refinery Crisis08:40 - PJM Capacity Auction Insights18:46 - China’s Motuo Hydro Project Overview22:14 - Oil Production Challenges for Have-Nots26:05 - Need for Energy Subsidies26:57 - Tribute to Ozzy Osbourne28:41 - Conclusion and Wrap-Uphttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro01:21 - Pennsylvania Energy Innovation Summit11:35 - Exploration & Production Sector Update14:39 - Texas Pipeline Developments23:15 - Chris Wright Industry Update27:27 - SPR Zinc Contamination Issues30:55 - Upstream vs Downstream Dynamics35:35 - Shell's Market Appeal39:20 - Epstein Case Overview45:40 - Matt Benassi Insights48:40 - Notable List Discussion49:22 - Media Coverage of Epstein Case51:33 - Conclusion and Wrap-Uphttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.instagram.com/collide.io/https://www.facebook.com/collide.io/https://www.linkedin.com/company/collide-digital-wildcatters

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.St. Peter's Episcopal Church Flood Relief Fund:https://www.stpeterskerrville.com/giveKerr County Flood Relief Fund:https://cftexashillcountry.fcsuite.com/erp/donate/create/fund?funit_id=4201Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00 - Intro02:41 - Texas Floods: Impact and Response03:45 - Unique Aspects of the Area05:48 - Surreal News Coverage07:59 - Impact of Camps on Community10:49 - Camp Drop-Off Memories12:55 - The Yates Girl Connection13:08 - Camp Counselors' Heroism17:05 - Avoiding Political Discussions20:30 - Jonathan McComb's Story23:58 - How to Donate25:15 - No Magic Solutions25:50 - Concluding Thoughts26:50 - Supporting Those in Need27:25 - Search and Recovery Efforts29:30 - Personal Messages of Supporthttps://www.instagram.com/digitalwildcattershttps://www.tiktok.com/@digitalwildcattershttps://www.facebook.com/digitalwildcattershttps://www.linkedin.com/company/digitalwildcattershttps://twitter.com/DWildcattershttps://www.youtube.com/@digitalwildcatterspodcasts