『Big Digital Energy』のカバーアート

Big Digital Energy

Big Digital Energy

著者： collide.
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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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  • Texas Railroad Commission Candidate on Zombie Wells, Injection Crisis & CCS Scam | 02.23.26

    Texas Railroad Commission Candidate on Zombie Wells, Injection Crisis & CCS Scam | 02.23.26
    2026/02/23

    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.io


    Click here to view the episode transcript.

    0:00 - Intro and Hawk Dunlap origin story
    4:46 - Well Control Management and international career
    8:19 - The Container Ranch and zombie wells
    13:43 - Excavating 150 wells and what they found
    18:20 - Litigation, Railroad Commission, and accountability
    27:18 - Produced water injection as the defining issue
    28:53 - Water recycling and the orphan well fund
    36:21 - Orphan well plugging program problems
    45:01 - Carbon capture and why Hawk opposes it
    56:28 - Railroad Commission name change
    1:01:11 - AI and risk assessment for orphan wells
    1:12:21 - Campaign trail and closing thoughts

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    1 時間 17 分
  • Chevron Buys Texas Ranch to Dodge Lawsuit, Wind Blade Graveyards & Musk's Space AI | BDE 02.13.26

    Chevron Buys Texas Ranch to Dodge Lawsuit, Wind Blade Graveyards & Musk's Space AI | BDE 02.13.26
    2026/02/13

    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.

    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 first concert stories
    02:11 - Chevron West Texas ranch settlement
    08:27 - Environmental litigation implications
    11:12 - Wind turbine blade graveyard lawsuit
    17:23 - Green energy waste problem
    19:02 - Elon Musk's space AI data centers
    24:24 - Building data centers in space
    27:35 - Earth's electricity limitations
    30:55 - Space compute infrastructure race
    33:16 - BP suspends share buybacks
    37:38 - Expand Energy leaving Oklahoma City
    41:19 - Houston's oil and gas consolidation

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    44 分
  • Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26

    Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26
    2026/02/06

    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.

    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 - Goldman's Jersey City building and Connecticut commuters
    01:36 - Collide's IRR triples with software sales
    03:19 - Why retail AI can't handle deep energy verticals
    05:50 - Devon-Coterra merger breaks: $58B Delaware play
    08:29 - $1B in synergies means AI replaces people
    11:03 - No-premium stock mergers finally catch on
    13:19 - Panther to WPX to Devon Delaware journey
    15:11 - Oklahoma builds energy companies Houston acquires
    17:12 - Grok's brutal take on the merger
    20:15 - Scale drives cost of capital advantages
    22:13 - Data center cancellations spike from 6 to 25
    25:23 - Microsoft's Azure growth disappoints Wall Street
    27:18 - Why AI compute costs become investor concerns
    29:20 - Collide builds Spindletop for on-prem processing
    31:40 - Data centers pivot from urban to distributed models
    33:40 - PJM cancellations expose grid reliability crisis
    36:31 - Trade policy lightning round begins
    39:14 - US shipbuilding can't compete with China's 300x capacity
    41:37 - Rubio builds OPEC for critical minerals

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    44 分
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