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Big Digital Energy

Big Digital Energy

Hosted by collide.

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Episodes

205

Latest episode

Aug 2026

Language

EN

About the show

Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.

Listen to episodes

60 recent
August 14, 2026Episode 20941 min

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 spooked by the noise. Power demand is rewriting land use and politics at the same time, and we are here for it.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 Catching up 01:12 EOG's UAE wells 03:04 Chuck's theory on the rock 04:43 Who captures the value 10:07 The copycats are coming 11:52 Amazon's West Texas gas plant 14:14 Behind the meter is the grid now 17:45 A prediction about Ercot 19:38 Gas leaving the pipelines 21:13 Eminent domain and interconnects 24:40 Ferc and crossing state lines 26:13 Ramaswamy's Ohio data center plan 29:25 The rancher pushback 31:16 Costs, jobs, and tax abatements 35:14 Fermi America and the nuclear question 39:20 Wrapping up https://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

August 5, 2026Episode 2081 hr 3 min

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 fleeing a 78 percent North Sea tax bill, and the hidden demand destruction quietly showing up at Applebee's. Plus bling, beaver nuggets, and a heartfelt close.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. 0:00:00 Van Halen reunion energy0:00:53 Trump's tacos, tantrums, and the Strait0:06:37 Windfall tax outrage and the margin math0:14:49 Chevron's Kilby bet: oil company turns landlord0:25:38 Refiners printing money and demand destruction at Applebee's0:32:36 BP bails on the North Sea, eyes Houston0:38:11 Darren Woods vs Brussels on methane rules0:47:34 Bling, Bucky's, and beaver nugget economics0:53:29 Landman cameo dreams and West Texas0:56:22 Mark's reflection and a Collide thank-youhttps://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

July 28, 2026Episode 20738 min

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 two more, all cash and no leverage. Plus SLB is quietly building a billion dollar data center business with Liberty, and somebody deserves a raise for selling that one.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 A rough start00:43 The 2028 gas shortage call04:46 Why the shortage never shows up06:16 Lessons from 200110:04 The reserves nobody modeled14:16 Permian gas and LNG contracts17:49 Deal season: Magnolia and Matador19:19 Why private equity is selling23:28 What the deals are really worth30:32 SLB and the Liberty alliance36:36 Jones Act next weekhttps://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

July 21, 2026Episode 20644 min

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 the messy fight over data centers, water, and farmland, the guys chase it all down.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  gopher27 vs Kirk: Walmart, corruption, and local dollars07:28  Middle East escalation and the market shrug13:10  Trump, a Beatles hoax, and a pipeline theory15:27  Hurricane season meets the refining corridor19:09  The Jones Act and record exports23:05  Data centers vs farmland by the numbers34:18  New York's moratorium and local pushback36:39  Project Kilby, brackish water, and cooling42:57  Almond milk math and signoffhttps://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

July 15, 2026Episode 20552 min

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 rewiring the grid and hollowing out small towns, and whether big oil earnings are about to spark another round of Washington theater.read Old Man Coffeehttps://collide.io/old-man-coffee/old-man-coffee-the-2am-ledgerClick 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  Concerts and catching up04:12  Iran and the 20% tanker toll09:08  Drones and asymmetric warfare11:31  Houthis, Saudis, and the spillover19:26  Midterms and the energy fallout23:31  An Ohio brick maker gets crushed24:40  PJM capacity charges and data centers32:37  The Walmart effect on small towns39:08  Q2 oil and gas earnings incoming42:03  Remembering Lindsey Grahamhttps://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

July 9, 2026Episode 20433 min

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 Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the knowledge stuck in your employees' heads may be your best data, and what Collide is doing to capture it.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 Iran strikes and a ceasefire coming apart03:39 Should the US be the world's enforcer06:59 Seizing an oil island and shale's quiet flex08:21 A Saving Private Ryan soccer detour10:09 SPR draws and where oil sits12:00 Russia's diesel ban and refineries under drones15:25 Diesel, inflation, and the midterm math18:43 Four supply shocks, three continents19:51 Cheap drones rewriting warfare21:20 Alex Karp on AI models eating their customers28:28 Who's really king of IP theft30:15 Tribal knowledge as the real data goldminehttps://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

July 3, 2026Episode 2031 hr 2 min

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 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

June 23, 2026Episode 20252 min

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 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

June 15, 2026Episode 20146 min

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 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

May 29, 2026Episode 20048 min

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 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

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