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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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  • Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26

    Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26
    Oct 6 2026

    Europe blinks on diesel after the export ban threat, and the guys argue whether it was the art of the deal or a walk-back, plus why Republicans should force a vote on building refineries. Then trucking bankruptcies and why they might be a good thing, how Delta's Trainer refinery went from punchline to hedge and whether it's time to sell, Saudi Arabia's push to retake Bab al-Mandeb after a secret Camp David meeting, and the Supreme Court hearing Suncor and ExxonMobil v. Boulder.

    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



    00:00 Remembering Eddie Van Halen
    02:36 Rice Stadium Sells Its Name
    07:47 Diesel Ban Threat and Europe
    12:37 Build More Refineries
    17:26 Pump Prices and the Midterms
    22:44 Energy's Storytelling Problem
    23:53 Trucking Bankruptcies Mount
    28:07 Why Bankruptcies Might Help
    30:23 JB Hunt IPO Stories
    33:49 Delta's Refinery Bet
    41:48 Saudis, Houthis and Camp David
    47:35 SCOTUS Takes Up Boulder
    50:29 Chuck's Crocs Countersuit
    53:17 Boulder Culture Check

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    57 min
  • Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26

    Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26
    Sep 29 2026

    Brent is back at $108 after the latest peace deal fell apart, physical traders are cashing in on the Brent to WTI spread, and the forward strip says the market still is not worried. A floated US diesel export ban draws pushback, Texas opens its highways to dyed diesel, and the case for letting the industry build refineries. Plus BP eyeing a return to US shale, 101 GW of behind the meter gas capacity, rising rates and data center finance, and viewer questions on AI economics.

    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.

    00:00 Brent at 108 and Hormuz whipsaw
    04:56 A new energy world order
    10:08 Diesel export ban backlash
    14:41 Texas opens up dyed diesel
    16:16 Congress takes on college sports
    18:10 Let the industry build refineries
    21:29 BP comes back to shale
    25:57 Behind the meter power boom
    27:33 AI labs and data center money
    31:28 AI debt and AI burnout
    34:01 How Chuck became a cofounder
    35:52 Data centers and rising rates
    39:40 Touring the house remodel
    44:36 Viewer questions on AI economics
    51:12 Farmland versus data centers
    53:00 Data center rules and energy costs

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    56 min
  • Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26

    Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26
    Sep 22 2026

    Saudi Aramco told at least two European term refiners they get zero crude in October, and all three Saudi export routes are impaired at once. Tim Burchett wants a diesel export ban, six EU countries want a windfall tax on oil profits, and Chuck pitches a Big Inch style plan to build Gulf Coast refineries under emergency powers. Plus Pakistan shutting markets at 9pm, Abbott freezing Texas data center permits, and an argument over behind the meter.

    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 Chuck's New Haircut
    02:28 Burchett Wants an Export Ban
    05:23 Saudi Cuts Europe Off
    09:53 Germany's Energy Own Goal
    15:47 EU Windfall Profits Tax
    18:00 Chuck's Big Inch Plan
    23:57 Pakistan Rations Fuel
    28:11 AI Tokens and Data Centers
    32:48 DeepSeek Undercuts Everyone
    34:49 Abbott Freezes Texas Permits
    40:58 Winning the AI Race
    44:30 Airlines and Recession Risk
    47:43 Which Models Collide Uses
    49:25 Taco Bell Closer

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    50 min
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