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  • The Assassination That Shook Free Speech | BDE 09.12.25
    2025/09/12

    The shooting of Charlie Kirk has shaken the political and cultural world, raising hard questions about free speech, safety, and what it means to debate ideas in a time this divided. We talk about Kirk’s legacy, whether you agreed with him or not, as someone who pushed for open dialogue and challenged people to treat opponents as humans instead of enemies. From the ripple effects across podcasting and media, to the impact on energy policy, academic freedom, and how we argue about politics, this conversation digs into what feels like a turning point for free expression in America.

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    00:00 - Charlie Kirk assassination
    07:15 - Energy Climate Assessment
    13:08 - Energy Endangerment Finding
    16:23 - Violence in Public Discourse
    22:03 - Policy Damage from Cancel Culture
    27:18 - Global Oil and Gas Demand
    27:45 - Underinvestment in Exploration
    29:34 - Rights to Improve Living Standards
    32:35 - Silencing Debate Consequences
    34:24 - Current Events in the US
    37:45 - Physics as a Solution
    39:50 - Omnivore Diet Discussion
    41:50 - Texas A&M Controversy
    47:12 - Closing Thoughts

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    48 分
  • EQT LNG deal, MA offshore wind, Norway's export dilemma, Shell cancels SAF project | BDE 09.05.25
    2025/09/05

    Norway’s energy playbook has basically turned the country into Europe’s oversized extension cord, but the trade-offs are starting to sting at home. Kirk, Chuck, and Mark get into how Norway’s hydro power and subsea cables made it a powerhouse exporter while leaving its own citizens facing higher electricity bills. They call out how exports are essentially propping up bad energy bets from countries like Germany and the UK, then draw some sharp parallels back to U.S. policy, think EQT’s LNG push and the roadblocks baked into regulation. Along the way, they touch on offshore wind, sustainable aviation fuel, and the bigger picture of global energy dynamics, raising the question: how do you balance smart economics with keeping the lights on at home?

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    00:00 - Intro
    03:11 - EQT LNG Deal with NextDecade
    10:42 - US Government Involvement in LNG
    14:37 - Norway Energy Developments
    22:07 - Shell SAF Plant in Rotterdam
    24:30 - Exxon European Petrochemical Investments
    27:45 - Economic Feasibility of Sustainable Aviation Fuel

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    35 分
  • NOV & Well Data Labs Are Changing the Game in Fracking | BDE 08.26.25
    2025/09/01

    Forget the old way of running frac jobs, this one’s all about what happens when real-time data meets smart analytics. NOV is pulling in live completions data and turning it into clear visuals, while Well Data Labs layers on AI-powered insights that let operators tweak things like friction reducers on the fly. Chuck sat down with Eric Zenero from Well Data Labs and Kayla Scherer from NOV to talk through how this partnership is reshaping fracking, making it faster, smarter, and more efficient. From cutting through messy frac job data to getting real ROI out of predictive analytics, this conversation shows why good data isn’t just useful in oil and gas, it’s the whole game.

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    00:00 - Breaking News in Energy
    00:22 - NOV and Well Data Labs Partnership Insights
    04:56 - Use Case: Friction Reducer Applications
    08:09 - Use Case: Stage Variance Tool Explained
    09:35 - AI Innovations in Oil and Gas Industry
    17:44 - Behind the Scenes: How the Deal Went Down
    20:31 - Getting Started with Well Data Labs
    21:50 - Cost Analysis and ROI Considerations
    27:35 - Data Sharing Best Practices
    32:50 - Contact Information for Eric and Kayla

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    34 分
  • ExxonMobil in Trinidad, Presidio goes public, AI data centers, Putin & Zelensk | BDE 08.22.25
    2025/08/22

    Exxon’s latest play in Trinidad and Tobago is a big one, 2,700 square miles of offshore exploration rights that could reshape energy in the Western Hemisphere. Chuck and Mark break it all down: why this territory matters, how seismic programs are setting the stage for massive discoveries, and what it could mean geopolitically as deepwater exploration heats up. Along the way, they get into industry trends, SPACs, policy shake-ups, and even share some personal stories that keep the conversation grounded. It’s a mix of big-picture strategy and boots-on-the-ground perspective on why projects like this matter for the future of energy.

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    00:00 - ExxonMobil Trinidad and Tobago Exploration
    06:57 - Presidio SPAC Public Offering
    15:28 - NYT vs. Trump Admin vs. IEA Analysis
    21:49 - Largest AI Data Center Project Update
    24:46 - Trump, Putin, and Zelensky Admins Discussion
    33:26 - Positive DOE Energy Numbers
    34:40 - The Tragedy of War
    36:00 - Weekend with Jewel
    39:20 - Music Plug

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    42 分
  • Crude is down, Trump & Putin, EPA CO2 repeal, Enverus sale | BDE 08.11.25
    2025/08/12

    Orsted’s massive $9.5 billion rights offering has the wind power world buzzing and not in the way they’d like. Chuck and Mark unpack how the company got here, from ballooning costs and tangled supply chains to rising interest rates that make financing a nightmare. They look at why the Danish government is stepping in with a taxpayer-backed bailout, what it means for big-ticket projects like Sunrise Wind off Long Island, and how turbine lifespan concerns add another layer of risk. It’s a no-fluff look at the collision of green energy ambitions with political, financial, and regulatory reality and why this moment could reshape the future of wind power.

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    00:00 - Ørsted Rights Offering
    09:28 - Oil Prices Trends
    20:29 - Ukraine Conflict Update
    23:57 - Economic Sanctions Impact
    24:37 - Offshore Brazil Developments
    26:39 - EPA CO2 Endangerment Finding Explained
    34:10 - Career Playbook: Oil and Gas Industry
    37:20 - Maintaining Expertise in AI Era
    46:17 - Enverus Acquisition for $6.5B
    49:08 - Blackstone Acquisition Insights
    51:19 - RS Energy Overview
    55:05 - Farewell and Closing Remarks

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    57 分
  • BP hits their biggest oil discovery in a decade | BDE 08.06.25
    2025/08/06

    BP just hit what might be their biggest oil discovery in a decade, and it’s turning heads. We’re talking about a massive hydrocarbon column in Brazil’s Santos Basin, promising structure, but also some tricky CO2 and infrastructure questions that could slow things down. We unpack what this means for BP’s game plan going forward, especially as they try to thread the needle between growth and transition. And if you're into energy market shakeups, this one’s worth your radar. Plus, a little teaser: we’re hosting a live session Monday to talk through all the hot headlines and answer your questions in real time.

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    00:00 - Intro
    01:08 - BP oil discovery
    11:05 - Music talk

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    16 分
  • wind farm drama, EU trade, Palisades nuclear plant, Baker Hughes acquisition | BDE 07.30.25
    2025/07/31

    Dead whales, wind farms, and Nantucket drama, what's really happening off the South Shore? From plummeting property values to environmental consequences like fiberglass debris and whale deaths, we break down the chaos surrounding the controversial wind farms. Dive into the heated debates between local residents, the Nantucket select board, and Vineyard Wind, the company behind this turbulent project. Is this clean energy venture worth the cost, or is it a colossal mistake? Tune in for a no-holds-barred discussion on energy policy, environmental impact, and the unintended consequences of industrializing pristine marine environments. Don’t miss this wild ride through politics, property, and power!

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    00:00 - Intro
    00:27 - Nantucket Sound Offshore Wind Farm
    05:51 - Trump’s Scottish Golf Course
    09:51 - Vineyard Wind 1 Update
    13:50 - US-EU Trade Deal
    20:35 - Sanctions on Russia
    25:34 - Palisades Nuclear Facility Restart
    28:35 - Streamlining Nuclear Permitting
    36:18 - Baker Hughes Acquires Chart Industries
    39:21 - Bill Gates’ Hydrogen Superyacht Investment
    40:57 - What Would You Do If You Were a Billionaire?
    44:11 - In Memoriam
    47:55 - Have a Great Week

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    49 分
  • CA's refining crisis, PJM capacity, China's $167B dam | BDE 07.25.25
    2025/07/25

    California’s losing refineries, the East Coast grid is running tight, and everyone’s asking, can distributed power actually save the day? In this episode, I break down what’s shaking up the U.S. energy scene, from gasoline price shocks and a shrinking shale rig count to the strain on PJM’s capacity market. We also take a look at how China’s massive hydro play fits into the global picture, and where companies like Chevron and ExxonMobil are betting on automation. If you care about grid resilience, oilfield shifts, or the future of local energy generation, this one packs it all in.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    00:00 - Intro
    00:15 - California Refinery Crisis
    08:40 - PJM Capacity Auction Insights
    18:46 - China’s Motuo Hydro Project Overview
    22:14 - Oil Production Challenges for Have-Nots
    26:05 - Need for Energy Subsidies
    26:57 - Tribute to Ozzy Osbourne
    28:41 - Conclusion and Wrap-Up

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    30 分