エピソード

  • The Sable vs. Coastal Commission Showdown, Explained | BDE 11.04.25
    2025/11/04

    California’s energy situation is getting messy, and the story behind it isn’t what most people think. Mark sits down with Mike Umbro, founder of Californians for Energy & Science, to break down how policy decisions, refinery shutdowns, and halted oil production are reshaping the state’s entire energy mix. They dig into why geothermal isn’t the quick fix it’s made out to be, how rising energy costs and job losses are hitting local communities, and the surprising environmental fallout from natural oil seeps along the coast. It’s a raw, honest look at what happens when politics and energy collide, straight from someone who’s been in the trenches.

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    00:00 - Intro
    03:58 - California Oil and Gas Industry Overview
    06:38 - Santa Barbara Channel Environmental Issues
    09:10 - California Energy Commission Hearings
    18:40 - Offshore Oil Exploration in California
    19:30 - Sable Offshore Energy Insights
    23:50 - SB 237 and Coastal Commission Impacts
    26:30 - Restarting Sycamore's Significance for California
    29:55 - Environmental Benefits of Responsible Oil Production
    40:44 - Economic Consequences of Inaction
    43:43 - SYU Crude and Import Displacement
    49:00 - Final Thoughts on Energy Policy
    51:29 - Outro

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    53 分
  • Gates Backpedals on Climate, Trump’s China “Win,” & US Hits Russia’s Oil Giants | BDE 10.31.25
    2025/11/03

    Bill Gates’ latest climate pivot is stirring things up, and the guys are all over it. Kirk, Chuck, and Mark break down why Gates is stepping away from the emissions-only mindset and putting people back at the center of the climate conversation, think healthcare, infrastructure, and everyday quality of life. From the ripple effects across the energy world to Big Tech’s growing influence, they don’t hold back. The crew also tackles U.S.-China trade tensions, Russian oil sanctions, and how AI could shake up the future of energy. It’s a sharp, funny, and surprisingly optimistic take on one of the biggest climate conversations happening right now.

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    00:00 - Halloween Shenanigans
    03:20 - Bill Gates Emissions Priority
    09:02 - Oil Prices Increase Since 2015
    21:00 - US-China Trade Talks Update
    24:10 - Jensen Huang on US-China Trade
    27:39 - Russia Oil Sanctions Impact
    32:52 - Final Thoughts Before We Go
    46:24 - Kirk's Surrender Video Insights
    51:00 - Mark's Final Thoughts
    54:05 - Weekend Wishes and Closing Remarks

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    55 分
  • Sable v California, BP Wins ICC, Oil Glut Debate, & Waha Gas Goes Negative | BDE 10.18.25
    2025/10/18

    California’s energy mess is heating up, and Kirk and Mark aren’t holding back. They’re calling out what happens when regulators, like the California Coastal Commission, start flexing too hard, leaving companies like Sable Offshore tangled in lawsuits over something as basic as fixing old oil platforms near Santa Barbara. Between the fallout from the 2015 pipeline spill, shrinking refining capacity, and a growing dependence on imported crude, California’s energy future looks messy at best. The guys dig into whether regulation is protecting the environment or just strangling innovation and property rights. And because no episode’s complete without a few curveballs, they also weigh in on Phil Mickelson’s surprise energy takes, Venture Global’s LNG drama, and the weirdly booming-yet-bloated Permian gas market. It’s sharp, fiery, and full of big-picture takes on how policy, money, and power collide in the energy world.

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    00:00 - Intro
    01:25 - California Offshore Oil & Gas Industry
    08:12 - Trump and Drug Trafficking Boats
    09:11 - California Gas Prices Analysis
    11:18 - Emergencies and Property Rights Erosion
    14:08 - BP Arbitration Victory over Venture Global
    19:15 - Waha Price Fluctuations Explained
    28:50 - Energy Information Forum Highlights
    31:51 - Forecasting vs. Energy Planning Strategies
    37:27 - Golf in the Energy Sector
    41:00 - LIV Golf Financial Overview
    43:19 - Weather Impact on Energy Markets
    44:23 - Thanks for Tuning In

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    47 分
  • Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09
    2025/10/09

    Oil at $500? Yeah, not happening, at least not anytime soon. Kirk, Chuck, and Mark unpack the hype around that wild prediction and explain what’s actually driving oil markets right now. Between OPEC’s chess moves, shifting U.S. production, and global demand swings, there’s plenty to keep traders guessing. They also get into the ripple effects of renewables, how countries are juggling sustainability with economic reality, and a few curveballs, like the MEG Energy deal, that have everyone talking. It’s a smart, unfiltered look at where the energy world’s really headed.

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    00:00 - Chuck’s Medical Emergency
    02:34 - Show Intro and Overview
    06:28 - OPEC+ Surprise Announcement
    08:41 - Trump’s Peace Plan and Oil Markets
    17:54 - Future of Renewables in Energy
    21:15 - Investing in Energy Technology
    22:37 - China’s Energy Strategy and Impact
    25:00 - Knowledge Gaps in Energy Sector
    27:30 - Costs of Bad Energy Policy
    30:25 - Addressing Grid Challenges
    36:31 - Ambler Mining Road Discussion
    39:08 - Finger of the Week Highlight
    45:50 - Show Closing Remarks

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    47 分
  • Revolutionizing Fracking with Real-Time Data | BDE 10.08.25
    2025/10/08

    Real-time frac data isn’t some future concept, it’s here, and it’s changing the way completions get done. Chuck Yates sat down with folks from ProFrac and Seismos to break down how AI, automation, and acoustic sensing are turning traditional fracking on its head. Matt Wilks and Panos Adamopoulos talk about ProPilot 2.0 and how closed-loop fracturing is giving operators instant feedback to fine-tune every stage. Then Larry Carroll and Steven Bourgoyne take it further, showing how machine learning and data-driven workflows are pushing completions toward adaptive, even autonomous, operations. From cutting costs to squeezing every drop of performance, this one’s a look at how the oilfield is starting to feel a lot more like sci-fi.

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    Click here to view the episode transcript.

    0:00 Introduction and On-Site Experience
    0:43 Frac Automation Evolution: From ProPilot to Real-Time Adaptation
    2:07 Seismos Partnership: Real-Time Subsurface Data and Closed Loop Fracturing
    5:05 Cost Savings vs Well Performance: What Real-Time Data Enables
    7:10 Breaking Down Engineering Silos with Real-Time Collaboration
    10:06 Supervised vs Unsupervised Closed Loop: Control and Customization
    14:01 Role of AI in Frac Operations and Data Management
    16:11 Case Study: Equipment Optimization and Millions Saved
    18:26 Adaptive Systems: AI + Physics-Based Measurement in Action
    20:49 Human Expertise in an AI World: Replacing or Enhancing?
    23:16 How the ProFrac–Seismos Partnership Came Together
    25:32 Looking Ahead: Fully Autonomous Fields and Future Inventory
    29:35 Frac Performance Measurement: Defining Good vs Bad
    33:11 Customer Collaboration: Building Prescriptive Completions Together
    36:40 Isolating Variables: Why Controlled Change Matters
    40:13 Real-World Results: Cost and Performance Improvements
    42:31 Future Roadmap: More Intelligent, Automated, Efficient Fracs
    45:33 Refracs and Unlocking More Value from Existing Wells
    47:07 Overcoming Customer Risk Aversion to Innovation
    49:06 True Partnerships: EMPs and Service Companies Working Together
    51:24 Rethinking Tribal Knowledge: AI as a Force Multiplier
    53:48 Final Thoughts and Closing Remarks

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    55 分
  • Trump’s bold take on climate week, Another BP walkback, solar plant shutdown | BDE 09.26.25
    2025/09/26

    Trump’s Climate Week speech was anything but subtle, and the Big Digital Energy crew had plenty to say about it. Kirk, Chuck, and Mark break down his unapologetic shots at global green agendas, the messy reality of rushing energy transitions, and what it all means for regular people facing rising energy costs. They don’t shy away from calling out China and India’s emissions role, questioning high-profile renewable failures like the Mojave solar plant, and unpacking the politics of energy independence. It’s a mix of sharp analysis, fiery takes, and plenty of laughs, the kind of conversation where climate policy, energy security, and everyday impact all collide in classic Big Digital Energy fashion.

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    00:00 - Intro
    01:39 - Trump's UN Speech Highlights
    05:38 - China's Emissions Reduction Pledge
    11:56 - Rick Perry's LinkedIn Insights
    17:25 - BP’s Energy Market Outlook
    22:47 - Matt's 2018 Electric Vehicle Speech
    26:16 - Ivanpah Solar Facility Closure
    28:30 - Left Coast Offshore Wind: Environmental Impact
    37:03 - Innovative Giant Kites for Energy
    40:25 - Jake's Two-Week Bender
    41:50 - Ryder Cup Overview
    43:58 - Final Hot Take Discussion

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    46 分
  • Elon Musk data centers, IEA's credibility, Jimmy Kimmel and Charlie Kirk aftermath | BDE 09.20.25
    2025/09/20

    Musk is once again moving faster than the rulebook can keep up. The guys dig into his latest play, Colossus AI data centers, and how he’s flipping old infrastructure into giga-scale operations at a pace that makes regulators look like they’re standing still. From Tennessee to Mississippi, it’s a masterclass in sidestepping red tape while pushing the future of energy and tech forward. Kirk, Chuck, and Mark break it all down with sharp takes on what this means for digital infrastructure, the energy transition, and the frustrating grind of government oversight, all with the usual mix of big-picture insight and no-BS commentary.

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    Click here to view the episode transcript.

    00:00 - Intro
    01:17 - Texas A&M President Resigns, Leadership Changes
    03:52 - Elon Musk's Colossus II, Innovation and Technology
    12:33 - RBN's Power Market Predictions, Energy Trends
    21:29 - IEA Acknowledges Depletion, Energy Resources
    24:30 - Guest: Elon Musk, Special Interview
    26:50 - Jimmy Kimmel’s Cancellation, Entertainment News
    31:50 - George Abirone and the Oxford Union, Academic Discussion
    36:15 - Proportionality of Consequences, Ethics and Impact
    40:31 - Final Thoughts, Wrap-Up Discussion

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    47 分
  • 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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    Click here to view the episode transcript.

    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