『Big Digital Energy』のカバーアート

Big Digital Energy

Big Digital Energy

著者： collide.
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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.2025 Digital Wildcatters, Inc 政治・政府
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  • Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26

    Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26
    2026/09/01

    Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what PDVSA has to be paid to cooperate. Plus Druckenmiller calling out his old Soros desk mate Scott Bessent on Treasury buybacks, ranking the super majors, and 40 trillion in debt.

    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 Houston Food Dives Without Mark
    04:55 Trump's Venezuela Oil Deal
    07:17 Defending Trump on the SPR
    11:12 PDVSA Royalties and Ohio Shale
    14:48 Would You Take the Meeting
    19:14 Persia, BP and the Hundred Year Warning
    24:21 National Oil Companies and Real Operators
    25:49 Conoco Claims and CEO Changes
    27:48 Tim Cook, Apple and AI CapEx
    31:53 Ranking the Super Majors
    36:34 Bessent Versus Druckenmiller
    40:40 Oil Talked Down and AI Editorials
    42:49 Where the First Opportunity Lands
    46:03 Lightning Round
    48:35 Forty Trillion in Debt
    52:13 Tier Lists and Shout Outs

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    57 分
  • U.S. Energy In A Changing Global Market with Sean Maher

    U.S. Energy In A Changing Global Market with Sean Maher
    2026/08/26

    ​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

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    1 時間 6 分
  • Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26

    Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26
    2026/08/25

    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

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    1 時間
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