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.

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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.

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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.

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Winter Storm Fern exposed the grid's contradictions, New England burned 40% oil for power while sitting 300 miles from the Marcellus Shale, ERCOT's batteries sat idle during $2,000/MWh spikes, and solar panels disappeared under snow. Meanwhile, the IEA quietly restored their realistic demand forecasts after five years of transition fantasy, revealing a $15 trillion underinvestment hole. Toby Rice reminded everyone what actual energy leadership looks like by getting wells back online in a hard hat instead of pontificating from Davos.

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00:00 - Grading Winter Storm Fern's impact across regions
00:27 - Texas holds steady while Tennessee takes the hit
01:30 - Ice driving disasters make great Instagram content
03:26 - Trucks on ice: the overconfidence problem
04:33 - Casino trips and Livingston's reputation
05:27 - New England burns 40% oil during peak demand
06:25 - Marcellus Shale produces 28 BCF/day but can't reach Boston
07:40 - The hypocrisy of Massachusetts energy lectures
09:29 - Still importing LNG into Boston after 22 years
10:28 - Tennessee outages hit harder than expected
12:00 - Why batteries didn't discharge during price spikes
14:16 - Cold weather physics limits battery performance
16:05 - ERCOT as the world's biggest Rube Goldberg machine
17:32 - Tax subsidies create grid dysfunction
18:16 - Snow coverage kills solar instantly
19:22 - 95 gigawatts of renewables vs 85 gigawatt peak demand
20:27 - ERCOT's unique generation philosophy
21:37 - 10 BCF/day of gas production offline from freeze
22:47 - Toby Rice gets wells back online in the field
23:39 - IEA's five-year detour from reality
26:14 - $15 trillion underinvestment hole in upstream spending
27:58 - Shale revolution changed exploration economics
30:27 - Exploration skills at historically low capacity
32:05 - Why supermajors can't compete in unconventional
33:28 - Shell's struggles in Argentina and Eagle Ford
35:13 - Nothing cures prices like prices
36:32 - Europe's transition policies cause real damage
38:28 - IEA leadership needs radical overhaul
39:42 - Software sales and oil company workflows
41:27 - Corvette shopping and career transitions

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Kirk, Chuck, and Mark reunite on the Big Digital Energy Show to dissect the week's chaos - from natural gas spiking 75% in five days while Waha trades negative, to Trump's Davos windmill rant and the mainstream media's Greenland invasion hysteria. They break down why Harold Hamm's decision to shut down Continental's drilling makes perfect economic sense at $70 oil, debate whether 50% well-level returns ever translated to actual corporate performance, and explain how OPEC's Amine Nasser is signaling that global spare capacity is actually lower than the 2.5% he's publicly claiming. Plus, the crew explores how AI-native workflows are creating trillion-dollar opportunities by capturing decision-making data that Excel spreadsheets and Salesforce never could, all while Kirk dodges the incoming Dallas ice storm from his parents' house.

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https://youtu.be/p2qmKBTrWLU?si=t5q3HXo8-bp9cU7x

00:00 Winter storm forecast and natural gas price spike
04:36 Waha pricing chaos and infrastructure bottlenecks
07:49 Trump's Davos speech and windmill comments
15:16 Military action in Greenland media hysteria explained
19:00 UK turning North Sea into museum of regret
21:14 China's climate strategy and green technology positioning
26:20 Harold Hamm shuts down Continental drilling completely
31:14 Well-level returns versus corporate performance disconnect
35:15 Aramco CEO on global spare capacity concerns
40:07 AI-native software capturing workflow data

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Venezuela’s “open for business” moment gets a reality check, plus a wild Chavez-in-Houston story that tells you everything you need to know. Mark and David Pursell unpack why Exxon and friends are hesitant, what the EIA gets right and wrong, why the forward curve is the real lie detector, how Iran risk actually moves barrels, BP’s renewable hangover, and Tesla casually speed-running a lithium refinery in Texas.

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Landman day rates have basically been stuck in neutral since 2000, and Kyle Reynolds of RBG Permian walks Chuck through why that’s turning into a real problem as the field vets age out. Along the way they hit what AAPL actually does, why records still aren’t fully digital, how AI is speeding up title work without replacing judgment, and why NAPE is quietly turning into a marketplace for way more than just oil and gas.

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Oil prices, gas at the pump, Venezuela headlines, and a brutally honest scorecard on markets, politics, and global conflict all collide as Chuck and Mark walk through what actually mattered this year. From WTI whiplash and frack spread confusion to Trump’s energy strategy, midterm math, and why narratives keep beating fundamentals, this one feels like a whiteboard session that got a little too real.

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