『Big Digital Energy』のカバーアート

Big Digital Energy

Big Digital Energy

著者: collide.
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.2025 Digital Wildcatters, Inc 政治・政府
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  • Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26
    2026/05/01

    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

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    47 分
  • Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26
    2026/04/24

    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

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    https://bsky.app/profile/collide-ai.bsky.social

    https://www.linkedin.com/company/collideai

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    52 分
  • Iran Talks Collapse, $100 Oil Rips & Ro Khanna's Windfall Tax Disaster | BDE 04.14.26
    2026/04/14

    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

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    https://bsky.app/profile/collide-ai.bsky.social

    https://www.linkedin.com/company/collideai

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    52 分
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