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

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#212
Wednesday · 1 hr 5 min
U.S. Energy In A Changing Global Market with Sean Maher
Energy markets are shaped by more than a headline price. In this Community Call, Sean Maher, VP of IR and Chief Economist at Phillips 66, joins us for a macro-level conversation on the forces moving today’s energy landscape. They’ll cover the uncertainty in the market, where refined products fit in, why American infrastructure matters, and how the U.S. connects to the rest of the 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.io Click here to view the episode transcript. 00:00 Sean Maher and Phillips 66 0:02:15 Diesel Cracks and Margin Outlook 0:05:12 Damage to Russian Refining 0:09:15 Demand Resilience and Turnarounds 0:13:10 AI Inside the Plants 0:19:37 Gasoline Versus Diesel Demand 0:24:36 El Nino and Distillate Inventories 0:26:19 Global Demand and Record Exports 0:30:16 Value of US Infrastructure 0:33:17 Cost of Building New Capacity 0:36:00 Global South Priced Out 0:38:58 Fractionation and Permian NGLs 0:43:55 Export Dock Capacity 0:46:03 Canadian Egress and WCS Diffs 0:50:17 Venezuela Versus Canadian Heavy 0:53:35 Energy Sector Rerating 1:02:10 Why Energy Education Matters 1:04:39 Bonnies Basketball Sign Off https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#211
Tuesday · 59 min
Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26
Diesel cracks just hit 102 dollars a barrel while the Treasury Secretary says he does not understand why oil spiked, which tells you everything about a products led market. Hormuz sits at day 176 with transits down 86 percent, Buc-ee's makes more on beaver nuggets than it does on diesel, and the SPR is now a strategic suggestion. Then there is AI flaring, the case that token burn on drifting bots is the same waste as burning gas you already paid to produce. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward. Apply today at collide.io Click here to view the episode transcript. 0:00:00 Bessent doesn't understand the oil spike 0:02:34 Macro guys versus the physical traders 0:05:26 The 102 dollar crack spread 0:08:29 What it actually costs at the pump 0:10:25 A strategic suggestion, not a reserve 0:15:48 Hormuz, day 176 0:20:05 Who runs short on diesel this winter 0:22:55 Australia emptied the whole clip 0:29:55 Phillips 66, Elliott, and Streamline 66 0:33:27 Structural or cyclical 0:38:24 AI flaring and the token burn problem 0:46:52 Bots, drift, and Grok running all night 0:49:05 Amazon builds an island in Pennsylvania 0:53:44 ERCOT's December audit math 0:57:18 A weekend in Telluride 0:58:43 Remembering Frank Beard https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#210
August 19 · 48 min
Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26
The sixty day clock on the Islamabad MOU ran out and nobody blinked, so Hormuz is still a coin flip and the diesel crack just printed 102 dollars, bigger than the price of crude itself. Kirk, Chuck, and Mark get into why nobody will build a refinery, how FedEx surcharges quietly lock in higher prices, and whether Meta and Entergy are about to hand Louisiana ratepayers a very long bill. Plus live questions from the Collide audience and a heartfelt sendoff for OJ Brigance. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward. Apply today at collide.io Click here to view the episode transcript. 00:00 Flock of Seagulls and concert stories 04:31 Hormuz deadline passes with no deal 08:43 Blaming the IEA for tight refining 12:16 Diesel crack spread hits a record 18:02 Fuel surcharges and the inflation ratchet 24:21 Meta, Entergy, and ten new gas plants 29:06 The case for behind the meter power 31:42 Capacity offline and the water question 37:29 Why nobody is building a refinery 41:50 OPEC unwind and closing tributes https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#209
August 14 · 41 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.io Click 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_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#208
August 5 · 1 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.io Click here to view the episode transcript. 0:00:00 Van Halen reunion energy 0:00:53 Trump's tacos, tantrums, and the Strait 0:06:37 Windfall tax outrage and the margin math 0:14:49 Chevron's Kilby bet: oil company turns landlord 0:25:38 Refiners printing money and demand destruction at Applebee's 0:32:36 BP bails on the North Sea, eyes Houston 0:38:11 Darren Woods vs Brussels on methane rules 0:47:34 Bling, Bucky's, and beaver nugget economics 0:53:29 Landman cameo dreams and West Texas 0:56:22 Mark's reflection and a Collide thank-you https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#207
July 28 · 38 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.io Click here to view the episode transcript. 00:00 A rough start 00:43 The 2028 gas shortage call 04:46 Why the shortage never shows up 06:16 Lessons from 2001 10:04 The reserves nobody modeled 14:16 Permian gas and LNG contracts 17:49 Deal season: Magnolia and Matador 19:19 Why private equity is selling 23:28 What the deals are really worth 30:32 SLB and the Liberty alliance 36:36 Jones Act next week https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#206
July 21 · 44 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.io Click here to view the episode transcript. 00:00 gopher27 vs Kirk: Walmart, corruption, and local dollars 07:28 Middle East escalation and the market shrug 13:10 Trump, a Beatles hoax, and a pipeline theory 15:27 Hurricane season meets the refining corridor 19:09 The Jones Act and record exports 23:05 Data centers vs farmland by the numbers 34:18 New York's moratorium and local pushback 36:39 Project Kilby, brackish water, and cooling 42:57 Almond milk math and signoff https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#205
July 15 · 52 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 Coffee https://collide.io/old-man-coffee/old-man-coffee-the-2am-ledger Click here to watch a video of this episode. Join the conversation shaping the future of energy. Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward. Apply today at collide.io Click here to view the episode transcript. 00:00 Concerts and catching up 04:12 Iran and the 20% tanker toll 09:08 Drones and asymmetric warfare 11:31 Houthis, Saudis, and the spillover 19:26 Midterms and the energy fallout 23:31 An Ohio brick maker gets crushed 24:40 PJM capacity charges and data centers 32:37 The Walmart effect on small towns 39:08 Q2 oil and gas earnings incoming 42:03 Remembering Lindsey Graham https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#204
July 9 · 33 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.io Click here to view the episode transcript. 00:00 Iran strikes and a ceasefire coming apart 03:39 Should the US be the world's enforcer 06:59 Seizing an oil island and shale's quiet flex 08:21 A Saving Private Ryan soccer detour 10:09 SPR draws and where oil sits 12:00 Russia's diesel ban and refineries under drones 15:25 Diesel, inflation, and the midterm math 18:43 Four supply shocks, three continents 19:51 Cheap drones rewriting warfare 21:20 Alex Karp on AI models eating their customers 28:28 Who's really king of IP theft 30:15 Tribal knowledge as the real data goldmine https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#203
July 3 · 1 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.io Click here to view the episode transcript. 00:00 Welcome and Arjun's background 02:55 Remembering Lee Raymond 10:09 Trump, gas prices, and the price gouging myth 18:17 When energy policy actually got it right 24:09 How refining went from worst business to best 28:21 Barriers to entry and the safety tightrope 32:47 California's refining wall 36:01 The Jones Act and shipbuilding 38:09 Environmental policy vs climate crisis 43:22 Ethanol, RINs, and ag politics 46:35 Capitalism, shale, and the LNG boom 49:45 What comes next for the upstream 53:40 Oil prices and the Big Tech double standard 57:48 Adapting to 2026 and the road ahead https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#202
June 23 · 52 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.io Click here to view the episode transcript. 00:00 Cold open and weekend banter 02:35 Soccer, baseball, and the MLB labor cliff 05:38 The Iran MOU and the Hormuz standoff 12:14 Iran vs the Venezuela playbook 14:48 Cushing at tank bottoms 17:21 Physical vs financial and the SPR draw 22:15 Production, rigs, and capital discipline 25:55 Heavy crude and headlines vs reality 27:20 The Buc-ee's debate 32:19 Warren, Whitehouse, and the windfall profits tax 38:23 Attention spans and the state of discourse 41:31 The SpaceX IPO and the builder vs blame mindset 45:27 Rockets, methane, and ESG scores 48:18 US Open at Shinnecock and the wrap https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#201
June 15 · 46 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.io Click here to view the episode transcript. 00:00 Remembering Lee Raymond 04:58 The Bonneville and the triplets 06:40 Moving Exxon from Manhattan to Texas 08:08 The 357 million dollar retirement fight 10:13 Is the Iran deal real 16:01 Oil markets and the Trump deal tracker 17:52 Trading houses buying gas assets 21:22 The Enron playbook returns 23:49 Credit capital moves into gas 25:56 Gas to power and selling electrons 31:08 Waha gas below zero and flaring 33:55 Pipeline egress and the BTU problem 37:04 The 55 million dollar Twinkle Line 40:55 David Lee Roth and learning to Claude code https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#200
May 29 · 48 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.io Click here to view the episode transcript. 00:00 - Texas Senate race kicks off, Paxton vs Talarico 08:22 - Welcome and a little name dropping 09:38 - Summer mode and baseball season 10:46 - Building a trading lab with Claude 15:02 - ERCOT's data center interconnection logjam 25:52 - BP fires another one at the top 33:45 - Iran strikes and the shaky ceasefire 37:40 - SPR and Cushing draws getting tight 43:44 - Iran's pollution plume and a Wuhan study https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#199
May 22 · 47 min
Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26
Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude 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.io Click here to view the episode transcript. 00:00 Nantucket, baseball, and barehanded line drives 01:38 Venezuela back in play and Exxon's un-investable reversal 10:31 SPR draws, tank bottoms, and summer driving season 16:33 Sparkling water inflation check 17:03 Microsoft cancels Claude Code and the AI energy bill 22:22 Strait of Hormuz, insurers, and Iran's slow rebuild 24:33 Devon spends $2.6 billion on a BLM lease sale 27:17 Delaware Basin economics and Taylor Sheridan as an oil man 33:07 NextEra buys Dominion in a $67 billion deal 37:14 Nantucket property taxes and the ratepayer problem 40:07 XAI's 46 turbines, the EPA, and Colossus 2 44:30 Texas vs Massachusetts taxes and Memorial Day sign-off https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#198
May 14 · 40 min
Reacting to Joe Rogan's Deranged Oil Take, Climate Doomsday Dies & Claude Mead Caged | BDE 05.14.26
Gas hits $7.90 a gallon in LA and Joe Rogan blames Big Oil, so Chuck and Mark grab the mic to set the record straight on California's fuel island, refinery shutdowns, and why nationalizing oil sounds great until you actually think about it. From there it's the death of climate model RCP 8.5, 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.io Click here to view the episode transcript. 00:00 Rogan's gas price rant and California's fuel island 08:25 Nationalize oil? The shale revolution counterargument 13:13 John Fogerty backstage and the stolen guitar 16:33 Climate models, RCP 8.5, and a PSA about your PSA 26:25 Claude Mead, Glass Wing, and OpenAI's Daybreak 30:51 EIA outlook and rising residential power bills 34:27 Geraldo, the Strait of Hormuz, and the Zapruder film https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#197
May 7 · 54 min
Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26
Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill 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.io Click here to view the episode transcript. 00:00 - Cold open and Chuck on assignment 01:15 - Iran headlines and crude's air pocket 04:35 - The Trump and Xi summit ahead 07:00 - SPR refill ideas and DoD lands 13:00 - The voodoo science of reserves 21:00 - Goldman, BP and the reserve replacement game 25:00 - Exec comp and flaring mitigation 30:00 - AI tooling and grid intermittency 38:00 - Anthropic and the speed to power race 46:30 - An engineering project, not a science fair 53:30 - Wrap https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#196
May 1 · 46 min
Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26
Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and 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.io Click here to view the episode transcript. 00:00 SPR draws and screaming inventory declines 03:00 Gas prices and the run-up to summer driving season 04:30 Valero Port Arthur refinery still bleeding diesel and jet 05:30 Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal 07:30 Kirk on the war, chokepoints, and food price spillover 11:00 UAE walks away from OPEC+ 16:50 Saudi PIF defunds LIV Golf 19:30 The painful path back for LIV defectors 22:30 Cracks in Saudi's regional grip 23:30 Mary Barra still betting GM on EVs, and the hybrid case 27:00 What implodes next, NATO and the EU on the list 28:20 A wild idea, privatize the Strait of Hormuz 31:15 Big Tech's $750B data center CapEx party 33:40 The knife fight, AI versus petrochem for gas turbines 41:30 Brent over $100 while Permian gas trades negative 43:30 In memoriam, David Allan Coe https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#195
April 24 · 50 min
Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26
Chuck and Mark rip through a week where the White House hauled oil and gas execs in for a drill baby pretty please moment, and capital discipline still isn't bending for $100 oil. They pick apart Trump's energy executive order and its cycle time problem, flag EOG quietly locking up Madison 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.io Click here to view the episode transcript. 00:00 Tex-Mex talk and black hoodies 04:16 Drill baby pretty please 13:14 Industry messaging and the greedy myth 18:49 Trump's energy executive order 25:22 Budagate and EOG in Madison County 26:30 Sankey on Heathrow and Australia 30:46 Blame game politics and gasoline sticker shock 37:17 Rick Perry's push for ibogaine https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#194
April 14 · 50 min
Iran Talks Collapse, $100 Oil Rips & Ro Khanna's Windfall Tax Disaster | BDE 04.14.26
Chuck's back, freshly upgraded to co-founder, and Kirk and Mark have plenty to catch up on. This week the guys dig into the Iran nuclear standoff, JD Vance's Islamabad trip, what $100 oil actually means for US producers, Ro Khanna's windfall profits tax proposal, the case for moving BP to 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.io Click here to view the episode transcript. 00:00 - Chuck returns as co-founder 03:30 - Iran, Strait of Hormuz, and nuclear talks 09:00 - US oil production and export capacity 23:40 - Windfall profits tax debate 30:30 - Tesla, autonomous driving, and gas prices 32:30 - OJ Simpson and Fox News tangent 38:35 - BP, activists, and the case for Houston 46:00 - Remembering Phil Garner https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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#193
March 31 · 48 min
$100 Oil & Drillers Still Won't Drill, Fertilizer Crash & Harold Hamm's Bet | BDE 03.31.26
Oil markets are under siege and Kirk and Mark aren't sugarcoating it. From the Iran supply shock draining global inventories to the fertilizer fallout quietly heading for your grocery bill this fall, no topic is off limits. They also break down why US producers aren't just drilling on command, the capital discipline story behind the rig count, and Continental Resources' Mercury Pecos Power project proving Harold Hamm still runs circles around everyone. Chuck's latest blog: https://collide.io/old-man-coffee/18-months-ai-s-coming-divide-haves-vs-have-nots-and-it-s-already-ugly Click here to watch a video of this episode. Join the conversation shaping the future of energy. Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward. Apply today at collide.io Click here to view the episode transcript. 00:00 Welcome and Mark's big news 02:07 Iran supply shock and global oil markets 10:20 US producers and the drilling pressure debate 20:17 Fertilizer prices and food supply fallout 22:38 Energy policy critics and the IEA 29:52 EU energy vulnerability 31:02 Retail gas prices and demand destruction 37:31 Continental and Mercury's Pecos Power project 45:08 ERCOT opportunity and molecule-to-megawatt plays 47:31 Wrap up https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai
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