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Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.2025 Digital Wildcatters, Inc Politique et gouvernement
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  • US Bombs Iran, Oil Barely Flinches, OPEC Ramps & the Regime Change Gamble | BDE 03.03.26
    Mar 3 2026

    The Persian Gulf just became a live fire zone and crude is barely flinching. What does that tell you about where oil markets really stand? David Pursell, EVP Planning Reserves and Fundamentals at Apache Corporation, joins Kirk and Mark to break down the US strikes on Iran, why this is nothing like Operation Midnight Hammer, what OPEC is actually capable of producing, how strategic reserves are everyone's insurance policy, and whether the real story here is regime change, not barrels.

    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.io


    Click here to view the episode transcript.

    0:00 US strikes on Iran and initial oil market reaction
    2:50 Shipping disruptions and Strait of Hormuz concerns
    5:30 Weeks not days and the case for regime change
    7:26 Who actually cares and global market impact
    11:35 Iranian oil on tankers and strategic reserves
    14:54 OPEC production increases and spare capacity questions
    18:48 Strait of Hormuz as a chokepoint
    21:03 The regime change problem and keeping the lights on
    29:19 Sunni-Shia dynamics and what comes next
    34:14 Structurally bearish factors and why the market yawns
    41:50 US oil demand growth and fundamentals check
    44:04 The IEA critique corner

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    49 min
  • Texas Railroad Commission Candidate on Zombie Wells, Injection Crisis & CCS Scam | 02.23.26
    Feb 23 2026

    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.

    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.io


    Click here to view the episode transcript.

    0:00 - Intro and Hawk Dunlap origin story
    4:46 - Well Control Management and international career
    8:19 - The Container Ranch and zombie wells
    13:43 - Excavating 150 wells and what they found
    18:20 - Litigation, Railroad Commission, and accountability
    27:18 - Produced water injection as the defining issue
    28:53 - Water recycling and the orphan well fund
    36:21 - Orphan well plugging program problems
    45:01 - Carbon capture and why Hawk opposes it
    56:28 - Railroad Commission name change
    1:01:11 - AI and risk assessment for orphan wells
    1:12:21 - Campaign trail and closing thoughts

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    1 h et 17 min
  • Chevron Buys Texas Ranch to Dodge Lawsuit, Wind Blade Graveyards & Musk's Space AI | BDE 02.13.26
    Feb 13 2026

    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.

    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.io


    Click here to view the episode transcript.

    00:00 - Welcome and first concert stories
    02:11 - Chevron West Texas ranch settlement
    08:27 - Environmental litigation implications
    11:12 - Wind turbine blade graveyard lawsuit
    17:23 - Green energy waste problem
    19:02 - Elon Musk's space AI data centers
    24:24 - Building data centers in space
    27:35 - Earth's electricity limitations
    30:55 - Space compute infrastructure race
    33:16 - BP suspends share buybacks
    37:38 - Expand Energy leaving Oklahoma City
    41:19 - Houston's oil and gas consolidation

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    44 min
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