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Big Digital Energy: Daily Summaries Delivered
by collide.
Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago1h 4m
Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26
Distillate inventories are scraping bottom right as winter shows up. Maine heating oil is already past 5.30 a gallon, the Exxon Joliet refinery went down on a utility failure, and Irving's Saint John plant is out 75 days. European gas ran from 23 to nearly 30 per MMBtu while the EU quietly cut its storage target, and Chevron's Mike Wirth says the buffers are gone. Plus Ukraine keeps hitting Russian refineries, AI CEOs ask Washington for a leash, and the quietest hurricane season since 1950.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 Chuckless Birthday Edition1:10 Sark Manning And AI Slop5:50 UT Photo Goes Viral9:01 Diesel And Distillate Crunch14:32 The Pipelines That Died17:38 Nantucket Drought Loans20:09 Europe Scrambles For Gas22:46 Hormuz Mines And Deals28:07 Ukraine Hits Russian Refineries31:04 AI CEOs Want Regulation36:07 Token Burn And AI Flaring39:16 EPA Rescinds Power Rules41:05 Quietest Hurricane Season43:24 Wirth Says Buffers Gone47:12 Where The Amateur Line Went53:24 Listener Questions On Refining59:58 Jacob Jumps Inhttps://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
- 1 weeks ago57 min
Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26
Chevron is the only super major stepping into Venezuela, committing 7 billion across two JVs and targeting 600,000 barrels a day by 2031, while Exxon still calls the country uninvestable. Citadel keeps bidding on physical shale oil after Paloma and losing Wildfire to Magnolia. Energy Secretary Chris Wright says a nuclear deal with Iran may never happen. Plus Paul Ryan on the Overton window, 40 trillion in debt, diesel doing the real damage and the permitting reform that died with Manchin.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 Mark is back00:55 Paul Ryan and the Overton window03:39 Trump versus the Fed05:48 Diesel is the real problem08:49 Seven months and counting10:57 Rhino politics and what comes next15:11 Chevron bets seven billion on Venezuela19:00 Nobody else wants Venezuela22:31 Guyana as the better bet25:26 What actually changed in Caracas30:17 No nuclear deal with Iran36:29 Safer but at what cost39:14 The permitting reform that never came43:05 Citadel hunts shale oil46:51 Hedging as the real edge50:58 Builders sell traders buy55:27 Remembering September 11https://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
- 2 weeks ago56 min
Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26
Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what PDVSA has to be paid to cooperate. Plus Druckenmiller calling out his old Soros desk mate Scott Bessent on Treasury buybacks, ranking the super majors, and 40 trillion in debt.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 Houston Food Dives Without Mark04:55 Trump's Venezuela Oil Deal07:17 Defending Trump on the SPR11:12 PDVSA Royalties and Ohio Shale14:48 Would You Take the Meeting19:14 Persia, BP and the Hundred Year Warning24:21 National Oil Companies and Real Operators25:49 Conoco Claims and CEO Changes27:48 Tim Cook, Apple and AI CapEx31:53 Ranking the Super Majors36:34 Bessent Versus Druckenmiller40:40 Oil Talked Down and AI Editorials42:49 Where the First Opportunity Lands46:03 Lightning Round48:35 Forty Trillion in Debt52:13 Tier Lists and Shout Outshttps://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
- 3 weeks ago1h 5m
U.S. Energy In A Changing Global Market with Sean Maher
Energy markets are shaped by more than a headline price. In this Community Call, Sean Maher, VP of IR and Chief Economist at Phillips 66, joins us for a macro-level conversation on the forces moving today’s energy landscape.They’ll cover the uncertainty in the market, where refined products fit in, why American infrastructure matters, and how the U.S. connects to the rest of the world.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 Sean Maher and Phillips 660:02:15 Diesel Cracks and Margin Outlook0:05:12 Damage to Russian Refining0:09:15 Demand Resilience and Turnarounds0:13:10 AI Inside the Plants0:19:37 Gasoline Versus Diesel Demand0:24:36 El Nino and Distillate Inventories0:26:19 Global Demand and Record Exports0:30:16 Value of US Infrastructure0:33:17 Cost of Building New Capacity0:36:00 Global South Priced Out0:38:58 Fractionation and Permian NGLs0:43:55 Export Dock Capacity0:46:03 Canadian Egress and WCS Diffs0:50:17 Venezuela Versus Canadian Heavy0:53:35 Energy Sector Rerating1:02:10 Why Energy Education Matters1:04:39 Bonnies Basketball 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
- 3 weeks ago59 min
Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26
Diesel cracks just hit 102 dollars a barrel while the Treasury Secretary says he does not understand why oil spiked, which tells you everything about a products led market. Hormuz sits at day 176 with transits down 86 percent, Buc-ee's makes more on beaver nuggets than it does on diesel, and the SPR is now a strategic suggestion. Then there is AI flaring, the case that token burn on drifting bots is the same waste as burning gas you already paid to produce.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 Bessent doesn't understand the oil spike0:02:34 Macro guys versus the physical traders0:05:26 The 102 dollar crack spread0:08:29 What it actually costs at the pump0:10:25 A strategic suggestion, not a reserve0:15:48 Hormuz, day 1760:20:05 Who runs short on diesel this winter0:22:55 Australia emptied the whole clip0:29:55 Phillips 66, Elliott, and Streamline 660:33:27 Structural or cyclical0:38:24 AI flaring and the token burn problem0:46:52 Bots, drift, and Grok running all night0:49:05 Amazon builds an island in Pennsylvania0:53:44 ERCOT's December audit math0:57:18 A weekend in Telluride0:58:43 Remembering Frank Beardhttps://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
- Aug 19, 202648 min
Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26
The sixty day clock on the Islamabad MOU ran out and nobody blinked, so Hormuz is still a coin flip and the diesel crack just printed 102 dollars, bigger than the price of crude itself. Kirk, Chuck, and Mark get into why nobody will build a refinery, how FedEx surcharges quietly lock in higher prices, and whether Meta and Entergy are about to hand Louisiana ratepayers a very long bill. Plus live questions from the Collide audience and a heartfelt sendoff for OJ Brigance.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 Flock of Seagulls and concert stories04:31 Hormuz deadline passes with no deal08:43 Blaming the IEA for tight refining12:16 Diesel crack spread hits a record18:02 Fuel surcharges and the inflation ratchet24:21 Meta, Entergy, and ten new gas plants29:06 The case for behind the meter power31:42 Capacity offline and the water question37:29 Why nobody is building a refinery41:50 OPEC unwind and closing tributeshttps://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
- Aug 14, 202641 min
Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26
EOG drilled two wells in the UAE that look suspiciously like the Eagle Ford, and Chuck has a theory about why. From there it's Amazon dropping a 7.6 gigawatt private gas plant on a West Texas ranch, Vivek Ramaswamy flipping the script on Ohio data centers, and a cattle rancher whose herd is spooked by the noise. Power demand is rewriting land use and politics at the same time, and we are here for 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 Catching up 01:12 EOG's UAE wells 03:04 Chuck's theory on the rock 04:43 Who captures the value 10:07 The copycats are coming 11:52 Amazon's West Texas gas plant 14:14 Behind the meter is the grid now 17:45 A prediction about Ercot 19:38 Gas leaving the pipelines 21:13 Eminent domain and interconnects 24:40 Ferc and crossing state lines 26:13 Ramaswamy's Ohio data center plan 29:25 The rancher pushback 31:16 Costs, jobs, and tax abatements 35:14 Fermi America and the nuclear question 39:20 Wrapping up https://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
- Aug 5, 20261h 3m
Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26
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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