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Big Digital Energy

Chuck Yates, Mark Meyer, Kirk Coburncollide.io
Weekly news in energy covering oil and gas and cleantech.
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Episodes

Trump's $90 billion energy plan, Texas pipelines, Chris Wright, Jeffrey Epstein | BDE 07.18.25

Everyone’s talking about AI like it’s all GPUs and algorithms, but the real story? It’s energy. In this video, we break down how the U.S. is quietly turning its energy dominance into an AI advantage. We’re talking big moves from Pennsylvania to Texas, natural gas, nuclear, and renewables coming together to fuel the AI arms race. We get into the details on the Homer City Giga Campus, why EQT and ExxonMobil are making strategic bets on shale, and how forgotten gas like Waha could be the secret wea...

Jul 17, 202553 minEp. 154

the horrifying Texas floods | BDE 07.10.25

St. Peter's Episcopal Church Flood Relief Fund: https://www.stpeterskerrville.com/give Kerr County Flood Relief Fund: https://cftexashillcountry.fcsuite.com/erp/donate/create/fund?funit_id=4201 The Texas floods hit hard, and this episode gets real about what that looked like on the ground. We talk about the heartbreaking moments, the lives forever changed, and the absolute guts shown by folks who stepped up when it mattered most, like camp counselors risking it all to save kids. It’s a raw and p...

Jul 10, 202530 minEp. 153

The Truth Behind the Big Beautiful Energy Bill | BDE 07.03.25

The Big Beautiful Energy Bill just passed and let’s just say it’s not all sunshine and wind turbines. We’re unpacking what’s really going on here: why some renewables are suddenly less loved, how oil and gas somehow walked away smiling, and what Alaska had to do with any of it. There’s tax talk (don’t worry, we make it make sense), political chess moves, and a look at what this means for companies like Chevron and Exxon. Oh, and we didn’t forget about nuclear (especially the bite-sized kind) or ...

Jul 03, 202554 minEp. 152

Israel vs Iran: What's Next for Energy Markets?

The Israel-Iran conflict is shaking up the global energy landscape, and the effects are being felt from crude oil prices to gas supplies. Tensions are rising, with everything from potential strikes on nuclear sites to the threat of oilfield infrastructure being caught in the crossfire. We’re talking about the risks to key spots like the Strait of Hormuz, how OPEC is reacting to the situation, and how American shale production could play a big part in keeping things stable. It's a high-stakes gam...

Jun 16, 202541 minEp. 151

Trump vs Musk, TX SB-6 - ERCOT, Revisiting Nuke Costs | 25.06.07 BDE

Things are heating up in the world of Trump vs. Musk, as the two giants clash over EV incentives and oil and gas subsidies, do they even exist? Over in Texas, SB-6 is set to give ERCOT the power to pull the plug on massive data centers, cutting down on residential blackouts and shifting some grid responsibility onto developers. But what does that mean for backup power economics? And then there’s nuclear energy, why’s it costing us so much more than countries like France and India? As always, we’...

Jun 09, 202549 minEp. 150

EOG UAE announcement, Trump's Middle East, Texas Energy Fund | BDE 05.23.25

EOG just made a bold move in the UAE, locking down a massive 900,000-acre exploration deal that could change the energy game. We're breaking down how this huge partnership is shaking things up, from US energy diplomacy to Middle East investments, and what it means for the future of unconventional oil and gas. We’re talking tech transfer in the UAE, the shifting dynamics of oil prices, and how AI, data centers, and demand growth are reshaping the whole market. It’s a mix of real-world stories, bi...

May 23, 202553 minEp. 149

Shell and BP Acquisition Rumors? BDE 05.12.25

We're talking tech and how it's totally shaking up the oil and gas world. From AI to game-changing software, and with moves from giants like Shell, BP, and ExxonMobil, we break down the trends and challenges that are reshaping the energy game. Digital Wildcatters is leading the charge on oilfield innovations, while Shell and BP’s strategies are giving us a glimpse into what’s next for the industry. We also dive into U.S. trade talks and how they’re sending ripples through global energy, the evol...

May 12, 202549 minEp. 148

Spain blackout, US & Ukraine, CCUS headwinds, Majors in Guyana | BDE 05.02.25

Spain hit 100% renewables and then the lights went out. We’re unpacking what actually happened when the grid went sideways and why it rippled into Portugal and France. From the weird culprit (hello, atmospheric vibration?) to why renewables alone might not cut it, we’re talking inertia, batteries, nuclear, and what all this means for grids everywhere. We even throw in ERCOT, Canada’s energy politics, and how the U.S. grid compares to Europe’s. It’s part physics lesson, part real talk about the t...

May 02, 202544 minEp. 147

Trump halts Empire Wind, China ceases exports, crude production plateauing | BDE 04.22.25

Empire Wind just hit the brakes, and we’re breaking down why. From tangled-up environmental red tape to sky-high project costs, this offshore wind giant in New York is facing a major pause that’s sending shockwaves through the energy world. We’re talking rare earth minerals, China’s export power moves, and whether the U.S. is already peaking on oil production. Oh, and Chuck’s got a story or two from the World Oil Man’s Poker Tournament, because what’s an energy convo without a little Vegas flair...

Apr 22, 202546 minEp. 146

Trump Tariffs, Canadian Federalism, Mubadala | BDE 04.20.25

Collide just pulled off a $5M seed raise and yeah, it’s kind of a big deal. We’re talking about a crew that started out making podcasts and is now building AI tools that are shaking up the energy world. From Mercury Ventures to some serious oil and gas backers, the investment is rolling in. We unpack what this means for automation, the inefficiencies AI might finally kill off, and all the juicy stuff, OPEC updates, oil price predictions, tariffs, geopolitics, and where U.S. production could be h...

Apr 21, 202549 minEp. 145

Trump & Putin, Houthis, Israel strikes, JFK files released | BDE 03.20.25

We’re unpacking how influencers and shifting media landscapes are reshaping sports and energy, breaking down the latest headlines on Rory McIlroy, media monopolies, and even some classic Larry Bird smack talk. On the geopolitical front, we’re diving into US airstrikes in Iran, Trump’s latest call with Putin, and the ongoing Israel-Gaza conflict. Oh, and for the history buffs, we’ve got fresh insights on the JFK assassination, because somehow, there’s always more to uncover. Digital Wildcatters b...

Mar 20, 202535 minEp. 144

CERAWeek Highlights, Iranian sanctions, Trump & Tesla | BDE 03.12.25

AI is shaking up the energy world, and we’re here for it. Fresh off the MARC (Minerals and Royalties Conference), we’re unpacking the biggest shifts in energy, how AI is changing the game, why the IEA suddenly has a different tune on global energy policies, and what natural gas and EV adoption mean for US energy independence. We’ll also get into the geopolitical chess match of sanctions and strategies, plus how energy ties into national security and tech. As always, expect sharp insights, a few ...

Mar 12, 202541 minEp. 143

Trump's Oil Impact, OPEC, Zelensky Peace Proposal | BDE 03.05.25

OPEC just shook up the energy world again, rolling back 2.2 million barrels per day of production cuts, and the ripple effects are huge. Will oil prices climb? Can U.S. shale keep up, or are we looking at a new reality for American production? We’re breaking down what this means for global supply, market stability, and the geopolitical chess game playing out from Saudi Arabia to Venezuela. Plus, the latest on LNG, trade wars, and whether energy independence is still a thing or just a nice idea. ...

Mar 05, 202545 minEp. 142

Carnivore diet, Diamondback acquisition, Texas Energy Fund, BP scrap renewables | BDE 02.24.25

Tennessee is making big moves in tech, and the Colossus XAI facility is proof, housing the world's most powerful supercomputer in a mind-blowing 750,000-square-foot space (and growing). This beast runs on 300 megawatts and is set to scale past a million chips, making it a game-changer for AI and computing. But that’s just the start, we’re also talking about energy efficiency breakthroughs, why Tennessee’s business-friendly setup is a magnet for projects like this, and the wild speed of its const...

Feb 24, 202542 minEp. 141

Trump’s tariffs, 42-Mile conveyor belt, UK dodge gas storage crisis | BDE 02.04.25

Big things are happening in the oilfield—literally. We’re talking about a 42-mile, all-electric conveyor belt hauling frac sand across the Delaware Basin, cutting out thousands of truckloads and making operations safer, cleaner, and more efficient. Bud Brigham and his team just dropped $400 million on this beast, moving 13 million pounds of sand annually and changing the game for shale drilling. We’re breaking down why this could be the future of frac logistics, what it means for rigs and automa...

Feb 04, 202538 minEp. 140

Trump executive orders, Scott Sheffield , can China beat OpenAI? | BDE 01.28.25

Can China really outpace OpenAI? From shaking up the energy world—think Chevron, Exxon, and even Bitcoin mining—to sparking debates on power demands and national security, this one’s got layers. Plus, we’re unpacking how these AI advancements could flip the script for data centers, LNG exports, and even the future of American shale. Oh, and let’s not forget the FTC drama over those big oil mergers—it’s all connected. Is this a real game-changer or just more noise? Let’s untangle it. Digital Wild...

Jan 28, 202551 minEp. 139

Bitcoin Miners Are America's Secret Weapon | BDE 01.13.25

Curious about how Bitcoin mining is reshaping global energy? We dive into its critical role in national security with energy expert Lisa Hough. From Africa's innovative operations to major US energy deals, discover why Bitcoin infrastructure is becoming as crucial as oil reserves in historic wars. We explore explosive growth in Bitcoin ETFs, groundbreaking mining tech in remote areas, and why energy giants are getting into crypto. Learn how stranded natural gas could fuel America's digital futur...

Jan 14, 20251 hr 1 minEp. 138

Trudeau resigns, Biden offshore drilling ban, Colorado's battery trains | BDE 01.06.25

What happens when Trump shakes up energy policy in 2025, Trudeau steps down in Canada, and investor sentiment trumps regulations in shaping oil production? It’s a wild ride through the energy world this week as we untangle the latest twists and turns in North America’s energy landscape—like Biden’s offshore drilling ban and some surprisingly clever energy transport moves in Colorado. We’re talking market shocks, political drama, and the ripple effects on pipelines, production, and global relatio...

Jan 06, 202538 minEp. 137

Exxon's Bold Move into Data Center Power & Meta's Controversial Decision | BDE 12.13.24

Exxon just dropped a bombshell: they’re building a 1.5-gigawatt natural gas power plant—complete with 90% carbon capture—to fuel data centers, and it’s shaking up the tech and energy worlds alike. This bold move brings Big Oil and Silicon Valley closer than ever, and we’re peeling back the curtain on what it all means. From the tech partnerships in the works to the national security angles and even the mysterious drones buzzing around, there’s a lot to unpack. Think power plants, AI, and a whole...

Dec 13, 202436 minEp. 136

Crude Tensions: the Missing Israel - Iran Risk Premium

James Kostohyrz argues there’s a real chance that Israel and Iran are going to war. Like bombs and missiles. Real war. If so, what’s Iran’s first move? Shut down the Strait of Hormuz and immediately block 20% of the world’s oil production. Oh crap. What would that mean for oil prices? It’s a scary yet possible scenario we are facing. Horrifying with huge ramifications for oil prices. James argues it’s not priced into today’s crude prices. Digital Wildcatters brings the energy community together ...

Dec 06, 20241 hr 26 minEp. 135

Landman TV Series is Changing Energy's Image | BDE 11.26.24

Oil and gas are having a moment, blending old-school grit with new-school tech, and we’re here for it. From the cultural buzz around "Landman" to how energy jobs are shaking off old stereotypes, we're unpacking the human stories behind the rigs and the data fueling tomorrow’s grids. Whether it’s Silicon Valley meeting the Permian Basin or roughnecks embracing automation, the energy world is rewriting its playbook, and it’s wild to watch. Dive into grid economics, tech’s takeover in the oil patch...

Nov 26, 202431 minEp. 134

Chris Wright Energy Secretary, COP29 Finance Week, Burgum's Energy Council | BDE 11.21.24

When a fracking trailblazer and science advocate heads to Washington, you know the energy world is buzzing. This week, we're talking about how Chris Wright, the CEO of Liberty Energy, could shake up U.S. energy policy with his mix of gritty industry experience and no-nonsense pragmatism. From transforming the Barnett Shale to his vision for balancing environmental responsibility with human progress, Wright’s story is anything but ordinary. We’ll also unpack what his nomination says about the dir...

Nov 21, 202434 minEp. 133

Post Election: Crude oil, OPEC+ and Energy Czars, COP 29, Diamondback | BDE 11.11.24

We're talking about one of the best trades ever made: swapping out Kirk to bring on the legendary Dave Purcell! Dave's done it all—from leading development at Apache to diving into some seriously big ventures. We'll get into his wild ride through the oilfield, hitting everything from hydraulic fracking to global capital strategies, and he’s got insider takes on OPEC moves, the latest in U.S. drilling, and where American Shale might be headed. If you want the scoop on drilling rigs, roughneck lif...

Nov 11, 202457 minEp. 132

2024 US Elections LIVE | BDE 11.05.24

Mark and Chuck talk 2024 US Elections LIVE as the results come in. Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io . Engage with experts, level up your career, and ask Collide AI your toughest technical questions. Click here to view the episode transcript....

Nov 06, 202452 minEp. 131

Election Predictions, Voting Security Concerns & Energy Policy | BDE 10.29.24

Energy and politics are colliding in a big way, and we’re breaking it all down, no fluff, just the real impact. From the wild swings in energy investments to what upcoming elections mean for drilling, EV mandates, and U.S. energy independence, we’re cutting through the noise. What’s the deal with executive actions on American shale? How do policies shape oilfield automation and drilling incentives? And why is energy at the center of every political debate right now? Whether you're in the industr...

Oct 29, 202450 minEp. 130

Three Mile Island's Revival, ERCOT, Taiwan's Energy Crisis, BRICS Expansion | BDE 10.25.24

Plans to transform Three Mile Island into a cutting-edge data center hub, powered by a mix of classic analog tech and modern upgrades. It covers Microsoft’s partnership with Constellation, the challenges involved, and how this project could impact energy solutions for companies like Google and Amazon. Plus, it highlights the importance of analog systems in protecting against digital threats. Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerf...

Oct 25, 202440 minEp. 129

Google nuclear reactor deal, Nigerian grid collapse, Peak Resources launches IPO | BDE 10.15.24

Peak Resources is making a bold play with its IPO, but is it a power move or a gamble in today’s shaky market? We’re breaking down what’s really going on, from Jack Vaughn and Yorktown’s backing to the tough road ahead in Wyoming’s regulatory maze. Why now, with valuations at rock bottom? What does Janney Montgomery’s involvement say about investor appetite? And how does Peak stack up against recent IPOs like Tamboran? We’ll also get into the bigger picture OPEC+, global oil demand, geopolitical...

Oct 15, 202435 minEp. 128

Hurricane Milton, BP's Big Oil Pivot, Texas Power Crisis, Iran's Oil Market | BDE 10.07.24

Scott Tinker is going live for an AMA, and it’s your chance to throw him your toughest questions on energy, climate, and everything in between. He’s bringing insights from his PBS show, acclaimed Switch documentaries, and years of experience in the industry. We’ll cover the latest on hurricanes and climate debates, the ever-shifting balance between oil and renewables, and what ExxonMobil, Chevron, and BP’s moves mean for the future. Plus, a no-BS take on natural gas, drilling, and the real chall...

Oct 07, 202455 minEp. 127

Middle East Conflict, Helene Floods, Oil Market Shifts, Wind Auction Shelved | BDE 10.01.24

How does a wind project go from $62 million to a jaw-dropping $102 million? We’re digging into the hidden costs, legal battles, and grid stability issues that are reshaping the economics of renewable energy. From SPP’s fight with a Wyoming wind farm to the harsh realities of inflation and base load requirements, this isn’t the clean-cut green energy story you usually hear. We’ll also break down oil production trends, geopolitical energy shifts, and why offshore wind projects keep running into ro...

Oct 01, 20241 hr 4 minEp. 126

CA suing XOM over plastics, WTI breaches $72, hydrogen controversy | BDE 09.24.24

Oil prices are all over the place, and it’s not just about supply and demand anymore. China’s latest fiscal moves, rate cuts, stimulus, and construction demand are sending ripples through global markets, while hurricanes in the Gulf and geopolitical tensions add even more volatility. We’ll break down why traditional market fundamentals aren’t telling the full story, how ExxonMobil’s latest legal battles fit into the bigger picture, and what energy permitting challenges and big tech’s growing inf...

Sep 24, 202443 minEp. 125
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