Big Digital Energy

Episódios

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  Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26 05.08.2026 1h 3min

  Trump wants the oil majors to hand their profits back to the public, and the crew has opinions. From taco trade whiplash in the Strait of Hormuz to Chevron reinventing itself as an infrastructure landlord through the Microsoft Kilby deal, this Collide roundtable unpacks windfall tax theater, BP fleeing a 78 percent North Sea tax bill, and the hidden demand destruction quietly showing up at Applebee's. Plus bling, beaver nuggets, and a heartfelt close.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.ioClick here to view the episode transcript. 0:00:00 Van Halen reunion energy0:00:53 Trump's tacos, tantrums, and the Strait0:06:37 Windfall tax outrage and the margin math0:14:49 Chevron's Kilby bet: oil company turns landlord0:25:38 Refiners printing money and demand destruction at Applebee's0:32:36 BP bails on the North Sea, eyes Houston0:38:11 Darren Woods vs Brussels on methane rules0:47:34 Bling, Bucky's, and beaver nugget economics0:53:29 Landman cameo dreams and West Texas0:56:22 Mark's reflection and a Collide thank-youhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26 28.07.2026 38min

  Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is not buying it, and the receipts go all the way back to Greenspan. Then it is deal season, with Magnolia grabbing Wildfire and Matador stacking up two more, all cash and no leverage. Plus SLB is quietly building a billion dollar data center business with Liberty, and somebody deserves a raise for selling that one.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.ioClick here to view the episode transcript. 00:00 A rough start00:43 The 2028 gas shortage call04:46 Why the shortage never shows up06:16 Lessons from 200110:04 The reserves nobody modeled14:16 Permian gas and LNG contracts17:49 Deal season: Magnolia and Matador19:19 Why private equity is selling23:28 What the deals are really worth30:32 SLB and the Liberty alliance36:36 Jones Act next weekhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26 21.07.2026 44min

  A listener named gopher27 fired back with Bastiat, Krugman, and Thomas Jefferson, and what followed might be the sharpest debate this show has had in two years. From whether Walmart really guts a small town to Middle East escalation rattling crude, a hurricane aiming at the refining corridor, and the messy fight over data centers, water, and farmland, the guys chase it all down.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.ioClick here to view the episode transcript. 00:00  gopher27 vs Kirk: Walmart, corruption, and local dollars07:28  Middle East escalation and the market shrug13:10  Trump, a Beatles hoax, and a pipeline theory15:27  Hurricane season meets the refining corridor19:09  The Jones Act and record exports23:05  Data centers vs farmland by the numbers34:18  New York's moratorium and local pushback36:39  Project Kilby, brackish water, and cooling42:57  Almond milk math and signoffhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26 15.07.2026 52min

  Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From there it spirals into why a 141 year old Ohio brick maker got hammered by its power bill, how data centers are quietly rewiring the grid and hollowing out small towns, and whether big oil earnings are about to spark another round of Washington theater.read Old Man Coffeehttps://collide.io/old-man-coffee/old-man-coffee-the-2am-ledgerClick 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.ioClick here to view the episode transcript. 00:00  Concerts and catching up04:12  Iran and the 20% tanker toll09:08  Drones and asymmetric warfare11:31  Houthis, Saudis, and the spillover19:26  Midterms and the energy fallout23:31  An Ohio brick maker gets crushed24:40  PJM capacity charges and data centers32:37  The Walmart effect on small towns39:08  Q2 oil and gas earnings incoming42:03  Remembering Lindsey Grahamhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26 09.07.2026 33min

  Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the knowledge stuck in your employees' heads may be your best data, and what Collide is doing to capture it.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.ioClick here to view the episode transcript. 00:00 Iran strikes and a ceasefire coming apart03:39 Should the US be the world's enforcer06:59 Seizing an oil island and shale's quiet flex08:21 A Saving Private Ryan soccer detour10:09 SPR draws and where oil sits12:00 Russia's diesel ban and refineries under drones15:25 Diesel, inflation, and the midterm math18:43 Four supply shocks, three continents19:51 Cheap drones rewriting warfare21:20 Alex Karp on AI models eating their customers28:28 Who's really king of IP theft30:15 Tribal knowledge as the real data goldminehttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Trump's Big Oil Witch Hunt, $58 Cracks Spike & California's Refinery Graveyard | BDE 07.03.26 03.07.2026 1h 2min

  Gasoline creeps past four bucks and everyone reaches for the same villain, but the real story lives in the refining margin, not the gas station down the street. Arjun Murti of Veriten joins Mark Meyer for a holiday-weekend conversation on why big oil doesn't set your pump price, how refining flipped from the worst business in energy to the best, what California's shrinking refinery count really signals, and the Lee Raymond mindset that still shapes how smart operators ride the cycle.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.ioClick here to view the episode transcript. 00:00 Welcome and Arjun's background02:55 Remembering Lee Raymond10:09 Trump, gas prices, and the price gouging myth18:17 When energy policy actually got it right24:09 How refining went from worst business to best28:21 Barriers to entry and the safety tightrope32:47 California's refining wall36:01 The Jones Act and shipbuilding38:09 Environmental policy vs climate crisis43:22 Ethanol, RINs, and ag politics46:35 Capitalism, shale, and the LNG boom49:45 What comes next for the upstream53:40 Oil prices and the Big Tech double standard57:48 Adapting to 2026 and the road aheadhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26 23.06.2026 52min

  Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of parking your car at the Buc-ee's pump. Kirk and Mark break down the new Iran MOU and what the Strait of Hormuz standoff means for crude, why production keeps slipping while exports surge, and the recycled windfall profits tax playbook out of Warren and Whitehouse. It lands on the SpaceX IPO and the builder versus blame mindset worth chewing on.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.ioClick here to view the episode transcript. 00:00  Cold open and weekend banter02:35  Soccer, baseball, and the MLB labor cliff05:38  The Iran MOU and the Hormuz standoff12:14  Iran vs the Venezuela playbook14:48  Cushing at tank bottoms17:21  Physical vs financial and the SPR draw22:15  Production, rigs, and capital discipline25:55  Heavy crude and headlines vs reality27:20  The Buc-ee's debate32:19  Warren, Whitehouse, and the windfall profits tax38:23  Attention spans and the state of discourse41:31  The SpaceX IPO and the builder vs blame mindset45:27  Rockets, methane, and ESG scores48:18  US Open at Shinnecock and the wraphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Lee Raymond Dies, Oil's Pavlovian "Deal" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26 15.06.2026 46min

  Lee Raymond gets his due first, the Exxon legend who turned the Valdez disaster into a safety overhaul and still holds the record for oil's biggest merger. Then it's whether the Iran deal is real or another oil market head fake, why trading houses like Gunvor are buying gas wells instead of pipelines, and the data center that paid fifty five million just to get its power line built four months early. Waha gas math, flaring pain, and a questionable David Lee Roth show close it out.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.ioClick here to view the episode transcript. 00:00   Remembering Lee Raymond04:58   The Bonneville and the triplets06:40   Moving Exxon from Manhattan to Texas08:08   The 357 million dollar retirement fight10:13   Is the Iran deal real16:01   Oil markets and the Trump deal tracker17:52   Trading houses buying gas assets21:22   The Enron playbook returns23:49   Credit capital moves into gas25:56   Gas to power and selling electrons31:08   Waha gas below zero and flaring33:55   Pipeline egress and the BTU problem37:04   The 55 million dollar Twinkle Line40:55   David Lee Roth and learning to Claude codehttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Paxton vs Talarico Goes Nuclear, ERCOT Chokes Data Centers & BP Burns Its Boss | BDE 05.28.26 28.05.2026 48min

  BP just fired its chairman after eight months, and that somehow is not even the wildest thing this week. The Texas Senate race opens with Ken Paxton and James Talarico already swinging, vegan campaign ads and all. ERCOT's interconnection queue is buried under 410 gigawatts of data center dreams at a 1.5 percent approval rate, so off grid gas starts looking real. Plus a quant trading lab built with Claude, Cushing draws getting tight, the shaky Iran ceasefire, and a Wuhan study with some nerve.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.ioClick here to view the episode transcript. 00:00 - Texas Senate race kicks off, Paxton vs Talarico08:22 - Welcome and a little name dropping09:38 - Summer mode and baseball season10:46 - Building a trading lab with Claude15:02 - ERCOT's data center interconnection logjam25:52 - BP fires another one at the top33:45 - Iran strikes and the shaky ceasefire37:40 - SPR and Cushing draws getting tight43:44 - Iran's pollution plume and a Wuhan studyhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26 22.05.2026 47min

  Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude Code licenses, NextEra swallowed Dominion for $67 billion, Devon dropped $2.6B on a Delaware lease sale, and XAI is running 46 turbines without federal permits. Physics keeps showing up uninvited.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.ioClick here to view the episode transcript. 00:00 Nantucket, baseball, and barehanded line drives01:38 Venezuela back in play and Exxon's un-investable reversal10:31 SPR draws, tank bottoms, and summer driving season16:33 Sparkling water inflation check17:03 Microsoft cancels Claude Code and the AI energy bill22:22 Strait of Hormuz, insurers, and Iran's slow rebuild24:33 Devon spends $2.6 billion on a BLM lease sale27:17 Delaware Basin economics and Taylor Sheridan as an oil man33:07 NextEra buys Dominion in a $67 billion deal37:14 Nantucket property taxes and the ratepayer problem40:07 XAI's 46 turbines, the EPA, and Colossus 244:30 Texas vs Massachusetts taxes and Memorial Day sign-offhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Reacting to Joe Rogan's Deranged Oil Take, Climate Doomsday Dies & Claude Mead Caged | BDE 05.14.26 14.05.2026 40min

  Gas hits $7.90 a gallon in LA and Joe Rogan blames Big Oil, so Chuck and Mark grab the mic to set the record straight on California's fuel island, refinery shutdowns, and why nationalizing oil sounds great until you actually think about it. From there it's the death of climate model RCP 8.5, Anthropic's Claude Mead and the Glass Wing trusted partner group, EIA's call for higher residential power bills, and Geraldo Rivera's wild plan for the Strait of Hormuz.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.ioClick here to view the episode transcript. 00:00 Rogan's gas price rant and California's fuel island08:25 Nationalize oil? The shale revolution counterargument13:13 John Fogerty backstage and the stolen guitar16:33 Climate models, RCP 8.5, and a PSA about your PSA26:25 Claude Mead, Glass Wing, and OpenAI's Daybreak30:51 EIA outlook and rising residential power bills34:27 Geraldo, the Strait of Hormuz, and the Zapruder filmhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26 07.05.2026 54min

  Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill chatter on DoD lands, the voodoo science of reserves accounting, exec comp tied to flaring mitigation, and where Anthropic fits in the gigascale power buildout. 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.ioClick here to view the episode transcript. 00:00 - Cold open and Chuck on assignment01:15 - Iran headlines and crude's air pocket04:35 - The Trump and Xi summit ahead07:00 - SPR refill ideas and DoD lands13:00 - The voodoo science of reserves21:00 - Goldman, BP and the reserve replacement game25:00 - Exec comp and flaring mitigation30:00 - AI tooling and grid intermittency38:00 - Anthropic and the speed to power race46:30 - An engineering project, not a science fair53:30 - Wraphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26 01.05.2026 46min

  Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and the petrochemical industry over Gulf Coast gas turbines, and Permian gas trading at less than nothing. Plus a salute to David Allan Coe.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.ioClick here to view the episode transcript. 00:00   SPR draws and screaming inventory declines03:00   Gas prices and the run-up to summer driving season04:30   Valero Port Arthur refinery still bleeding diesel and jet05:30   Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal07:30   Kirk on the war, chokepoints, and food price spillover11:00   UAE walks away from OPEC+16:50   Saudi PIF defunds LIV Golf19:30   The painful path back for LIV defectors22:30   Cracks in Saudi's regional grip23:30   Mary Barra still betting GM on EVs, and the hybrid case27:00   What implodes next, NATO and the EU on the list28:20   A wild idea, privatize the Strait of Hormuz31:15   Big Tech's $750B data center CapEx party33:40   The knife fight, AI versus petrochem for gas turbines41:30   Brent over $100 while Permian gas trades negative43:30   In memoriam, David Allan Coehttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26 24.04.2026 50min

  Chuck and Mark rip through a week where the White House hauled oil and gas execs in for a drill baby pretty please moment, and capital discipline still isn't bending for $100 oil. They pick apart Trump's energy executive order and its cycle time problem, flag EOG quietly locking up Madison County's Buda play, unpack Paul Sankey on Heathrow jet fuel and Australia's refining collapse, then close with Rick Perry's push to legitimize ibogaine treatment for addiction and PTSD.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.ioClick here to view the episode transcript. 00:00 Tex-Mex talk and black hoodies04:16 Drill baby pretty please13:14 Industry messaging and the greedy myth18:49 Trump's energy executive order25:22 Budagate and EOG in Madison County26:30 Sankey on Heathrow and Australia30:46 Blame game politics and gasoline sticker shock37:17 Rick Perry's push for ibogainehttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Iran Talks Collapse, $100 Oil Rips & Ro Khanna's Windfall Tax Disaster | BDE 04.14.26 14.04.2026 50min

  Chuck's back, freshly upgraded to co-founder, and Kirk and Mark have plenty to catch up on. This week the guys dig into the Iran nuclear standoff, JD Vance's Islamabad trip, what $100 oil actually means for US producers, Ro Khanna's windfall profits tax proposal, the case for moving BP to Houston, and a proper sendoff for Astros legend Phil Garner.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.ioClick here to view the episode transcript. 00:00 - Chuck returns as co-founder03:30 - Iran, Strait of Hormuz, and nuclear talks09:00 - US oil production and export capacity23:40 - Windfall profits tax debate30:30 - Tesla, autonomous driving, and gas prices32:30 - OJ Simpson and Fox News tangent38:35 - BP, activists, and the case for Houston46:00 - Remembering Phil Garnerhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  $100 Oil & Drillers Still Won't Drill, Fertilizer Crash & Harold Hamm's Bet | BDE 03.31.26 31.03.2026 48min

  Oil markets are under siege and Kirk and Mark aren't sugarcoating it. From the Iran supply shock draining global inventories to the fertilizer fallout quietly heading for your grocery bill this fall, no topic is off limits. They also break down why US producers aren't just drilling on command, the capital discipline story behind the rig count, and Continental Resources' Mercury Pecos Power project proving Harold Hamm still runs circles around everyone.Chuck's latest blog:https://collide.io/old-man-coffee/18-months-ai-s-coming-divide-haves-vs-have-nots-and-it-s-already-uglyClick 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.ioClick here to view the episode transcript. 00:00 Welcome and Mark's big news02:07 Iran supply shock and global oil markets10:20 US producers and the drilling pressure debate20:17 Fertilizer prices and food supply fallout22:38 Energy policy critics and the IEA29:52 EU energy vulnerability31:02 Retail gas prices and demand destruction37:31 Continental and Mercury's Pecos Power project45:08 ERCOT opportunity and molecule-to-megawatt plays47:31 Wrap uphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Big Tech's Dirty Energy Secret, Avatar's O&G Shark Tank & The AI Divide | BDE 03.27.26 27.03.2026 50min

  Kevin Krausert, CEO and Co-Founder of Avatar Innovations Inc., brings a story that starts with a vegan roughneck and ends with a venture studio that's quietly changing how oil and gas companies innovate from the inside out. Chuck and Kevin get into the Avatar model, some clever bets that actually paid off, the coolest ideas that flopped, and why Kevin thinks AI early adopters in energy are about to leave everyone else in the dust.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.ioClick here to view the episode transcript. 00:00 - Vegan Roughneck Origins03:16 - Big Tech's Energy Wake-Up Call07:14 - What Avatar Innovations Actually Is08:33 - How the Program Works11:10 - Bragging Rights: Production Optimization Win14:25 - Turning Oilfield Emissions Into Beer CO215:13 - Smart Grid Splice Monitoring Tech18:26 - How to Get Into the Avatar Program22:00 - AI-Optimizing Condensate Stabilizers24:05 - The Shale Revolution and Suspending Convention27:14 - Who Drives Innovation in Oil and Gas30:03 - AI as the Single Source of Truth35:38 - Building AI Sandboxes for the Oilfield38:09 - Open CLAW and Observations from Nvidia GTC39:51 - What a VC Legend Taught Chuck About Markets42:04 - The Best Ideas That Didn't Work45:58 - Know Your Loss Point Before You Start49:30 - How to Connect With Kevin and Avatarhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Qatar LNG Wiped Out, $200 Oil in Asia & Iran's Endgame | BDE 03.20.26 20.03.2026 33min

  Chuck and Mark are back and wasting no time getting into it. Qatar's LNG infrastructure is heavily damaged, a Red Sea refinery just got hit, and oil markets are absorbing a shock that the IEA apparently never saw coming (surprise). The guys break down regime adjustment vs. regime change, what a prolonged Strait of Hormuz disruption could mean for a global recession, and why gas prices matter more politically than anyone wants to admit. Then somehow they land on Mean Joe Green, Chuck Norris, and Astros opening day.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.ioClick here to view the episode transcript. 0:00 - Intro and catching up2:00 - Iran conflict and energy infrastructure strikes5:00 - Qatar LNG damage and supply disruption10:00 - Regime change vs. regime adjustment12:00 - Oil price predictions and IEA criticism14:00 - Europe energy security concerns17:30 - Strait of Hormuz and recession risk18:30 - Gas prices and US political reality23:30 - US military effectiveness25:00 - RIP Mean Joe Green and Chuck Norris28:00 - Astros opening day and the WBC32:30 - Wrap uphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  "Robinhood for Oil & Gas": Tokenized Energy, Blockchain Deals & Permian Access | BDE 03.17.26 17.03.2026 55min

  Oil and gas deals have always been a handshake-and-know-the-right-guy kind of business, but Tokenized Energy is changing that. Chip Simmons and Adrian Macias, co-founders of Tokenized Energy, along with Tim Pawul, President of Minerals and Royalties Authority LLC, join Chuck to break down how blockchain is turning exclusive oil and gas investments into something anyone can access from their phone for as little as 500 bucks. 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.ioClick here to view the episode transcript. 0:00 - Intro and what Tokenized Energy actually does3:01 - Breaking down the barriers to oil and gas investing6:00 - Inside the platform: data rooms, deal structure, and SPVs9:05 - Building your own personal oil and gas portfolio10:11 - Deals on the platform and how they launched12:23 - Buyer minimums, price setting, and the CarMax model14:07 - How sellers get assets on the platform17:14 - Early beta results and what surprised them21:34 - Chuck's soapbox: making oil and gas sexy again25:37 - 5-year vision: stablecoins, yield tokens, and secondary markets31:44 - Why the US is behind on tokenization adoption38:17 - WTI tokens, commodity-backed digital assets, and optionality46:19 - Overcoming the "vaporware crypto" misconception49:09 - Robinhood for oil and gas and where digital investing is heading52:50 - How to access the platform and get in touchhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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  Iran Goes Hot, Oil Spikes & Sells Off, IEA Eyes the SPR | BDE 03.09.26 10.03.2026 43min

  Oil prices swung wild overnight and the BD War Chronicles rolls on. David Pursell joins Kirk and Mark to break down the SPR numbers, the Jones Act waiver, and why the IEA's emergency reserve is starting to look more like a price cap than a crisis tool. They also get into Iran's mosaic defense, Strait of Hormuz shipping chaos, and why reservoir damage fears are mostly noise.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.ioClick here to view the episode transcript. 0:00 Oil prices and SPR breakdown7:00 IEA history and emergency reserve mission creep10:00 Iran conflict update and Khamenei succession17:00 Mosaic defense and Strait of Hormuz22:00 Floating storage and curtailments25:00 US crude exports and diesel prices29:00 Reservoir damage myths debunked35:00 Market predictions and wrap uphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai