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Big Digital Energy

Big Digital Energy

By: collide.
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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 Politics & Government
Episodes
  • EQT Swallows Range, Rocket Fuel Is Just Gas & SpaceX Wants the Beach | BDE 10.27.26

    EQT Swallows Range, Rocket Fuel Is Just Gas & SpaceX Wants the Beach | BDE 10.27.26
    27 Oct 2026

    EQT takes out Range Resources and crowns itself the natural gas champion, while Ovintiv buys its way back into the Montney with Logan Energy. An AI lab's S-1 flags behind-the-meter gas risk, SpaceX builds its own pipelines and hires a gas trader, and Amped Energy Solutions bets big on an all-electric frac fleet. Plus the fight over a possible Boca Chica State Park sale, mediators racing to Tehran before the midterms, diesel politics, and Exxon and Chevron earnings on deck.

    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 Old Man Coffee Goes to LA
    02:47 EQT Takes Out Range
    08:54 Ovintiv Heads Back to Canada
    16:47 AI and Natural Gas Risk
    21:21 Behind the Meter Debate
    26:05 Texas Data Center Permits
    28:22 Rocket Fuel Is Just Gas
    36:09 Amped Electric Frac Fleet
    39:37 Permian GORs and Gas Supply
    41:25 Boca Chica State Park Sale
    48:43 Tehran Diplomacy Scramble
    53:21 Diesel and the Midterms
    57:38 Exxon and Chevron Earnings
    58:40 Next Week and Sign Off

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    1 hr
  • Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26

    Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26
    20 Oct 2026

    Brent whipsaws on Pakistan mediation hopes while the back of the curve sits in the 60s, which makes 2027 capital planning a mess for producers. New West Texas zones, the Barnett-Woodford, foreign money chasing US LNG, and a call for $250 oil against the peak demand crowd. Trump and Zelenskyy fight over diesel and refinery strikes, Europe enters winter short on gas, California weighs refinery restarts, Finland halts Google, and Venture Global buys its spot in the turbine line.

    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 Chuck Meets Andre Agassi
    06:01 Brent Whipsaws on Mediation
    09:36 Backwardation and 2027 Capex
    11:28 New West Texas Plays
    13:45 Foreign Money Into US LNG
    18:55 The 250 Dollar Oil Call
    24:15 China EVs and Oil Demand
    27:56 Chuck's Gold Price Call
    30:01 Join the Collide Community
    32:33 Trump vs Zelenskyy on Diesel
    39:44 Europe's Thin Gas Winter
    42:54 Longhorns Playoff Hopes
    44:58 California Refinery Restarts
    49:17 Finland Halts Google
    54:04 Texas Permit Pause
    56:42 Venture Global's Turbine Play

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    1 hr and 3 min
  • Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26

    Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26
    13 Oct 2026

    Houthi strikes on the Riyadh and Abha airports push the Saudi conflict into civil aviation as the WPC Congress opens next door, and Aramco's Amin Nasser warns inventories could take two years to refill. Is Saudi talking its book? Then Trump's Russian diesel deal and whose barrels it takes, whether behind-the-meter gas is really a loophole as data center moratoriums hit Texas and Memphis, and why rising Permian gas-oil ratios make Waha pricing matter more.

    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 Texas OU Fallout
    04:48 Houthis Hit Saudi Airports
    07:49 Nasser's Inventory Alarm
    12:22 Saudi Risk Viewer Questions
    17:46 Trump Iran and the Saudis
    23:23 OPEC vs US Shale
    26:58 Trump's Russian Diesel Deal
    32:15 Refining Capacity Crunch
    33:50 Diesel Outlook From Collide
    38:17 Behind the Meter Build Out
    44:58 One Energy Story
    46:56 Permian Gas Keeps Growing
    50:49 Is BTM a Loophole
    54:41 Moratoriums Trump and Waha

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    1 hr
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