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  • EOG just made a bold move in the UAE, locking down a massive 900,000-acre exploration deal that could change the energy game. We're breaking down how this huge partnership is shaking things up, from US energy diplomacy to Middle East investments, and what it means for the future of unconventional oil and gas. We’re talking tech transfer in the UAE, the shifting dynamics of oil prices, and how AI, data centers, and demand growth are reshaping the whole market. It’s a mix of real-world stories, big-picture insights, and a little humor to keep things interesting. This one's packed with juicy takes for anyone in or curious about the energy biz.

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    00:00 - Catching up with Mark and Chuck
    05:37 - Guess who's back, back again
    06:22 - EOG's UAE Deal Analysis
    12:52 - Qatar’s $400M 747 Investment
    18:16 - Trump’s Next OPEC+ Strategy
    22:00 - US Energy Imports and GDP
    28:29 - Texas Energy Fund Overview
    32:55 - Rate Base vs Deregulated Energy Markets
    40:03 - Looking for Love in Energy
    43:03 - Eisenhower’s Vision for Nuclear Energy
    50:07 - Wrapping Up

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  • We're talking tech and how it's totally shaking up the oil and gas world. From AI to game-changing software, and with moves from giants like Shell, BP, and ExxonMobil, we break down the trends and challenges that are reshaping the energy game. Digital Wildcatters is leading the charge on oilfield innovations, while Shell and BP’s strategies are giving us a glimpse into what’s next for the industry. We also dive into U.S. trade talks and how they’re sending ripples through global energy, the evolution of American shale, and the shift towards more automated drilling rigs. It's all about striking the right balance between efficiency, innovation, and what the market demands, plus we throw in some humor while we’re at it. Whether you’re a seasoned vet in the field or just curious about energy’s future, we’ve got the good stuff for you.

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    00:00 - Intro
    02:44 - Shell and BP: Energy Strategies
    19:04 - US-China Trade War Update: Economic Impact
    21:47 - Matt's 3 Points on the Trade War: Key Insights
    24:47 - Oil Industry Requests from Trump Administration
    31:53 - Government Support for Oil Industry: Recommendations
    38:30 - Diamondback’s Earnings Release: Financial Overview
    41:40 - Oil Market Rebound Point: Future Predictions
    45:15 - US Shale’s Lost Vitality: Industry Challenges
    46:40 - What's Next for Oil: Market Outlook
    47:40 - Sign-off

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  • Spain hit 100% renewables and then the lights went out. We’re unpacking what actually happened when the grid went sideways and why it rippled into Portugal and France. From the weird culprit (hello, atmospheric vibration?) to why renewables alone might not cut it, we’re talking inertia, batteries, nuclear, and what all this means for grids everywhere. We even throw in ERCOT, Canada’s energy politics, and how the U.S. grid compares to Europe’s. It’s part physics lesson, part real talk about the tradeoffs in building a future-proof energy system.

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    00:00 - Intro
    00:58 - Spain’s Blackout: Energy Crisis
    05:29 - ERCOT’s Energy Storage: Innovations and Challenges
    11:15 - Debating the Grid’s Future: Energy Policy Discussion
    15:04 - UK Election Results: Impact on Energy Policy
    16:37 - Canadian Election Results: Energy Policy Implications
    23:47 - Ukraine: Mineral Deals and Energy Resources
    27:39 - We Have No Leverage Over Putin: Energy Geopolitics
    34:51 - Carbon Capture and Storage (CCUS): Technology and Future
    40:49 - Wrapping Up: Key Takeaways

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  • Empire Wind just hit the brakes, and we’re breaking down why. From tangled-up environmental red tape to sky-high project costs, this offshore wind giant in New York is facing a major pause that’s sending shockwaves through the energy world. We’re talking rare earth minerals, China’s export power moves, and whether the U.S. is already peaking on oil production. Oh, and Chuck’s got a story or two from the World Oil Man’s Poker Tournament, because what’s an energy convo without a little Vegas flair?

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    00:00 - Intro
    03:05 - Vineyard Wind Construction Halted: Renewable Energy, Offshore Wind, Project Delay
    11:15 - China Threatens Rare Earth Export Ban: Rare Earth Metals, Trade Tensions, China Policy
    16:53 - The US Needs to Dominate Critical Industries: Industrial Strategy, Economic Growth, Global Competitiveness
    23:43 - US Oil Production is Like an LA Weatherman: Oil Market, Production Trends, Economic Forecast
    34:01 - Josh Young: 2012 Oil Peak: Oil Industry, Peak Production, Historical Trends
    38:55 - What Did We Learn: Key Takeaways, Insights, Discussion Summary
    41:20 - How to Space: Energy Planning, Infrastructure, Spatial Strategy

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  • Collide just pulled off a $5M seed raise and yeah, it’s kind of a big deal. We’re talking about a crew that started out making podcasts and is now building AI tools that are shaking up the energy world. From Mercury Ventures to some serious oil and gas backers, the investment is rolling in. We unpack what this means for automation, the inefficiencies AI might finally kill off, and all the juicy stuff, OPEC updates, oil price predictions, tariffs, geopolitics, and where U.S. production could be headed. Oh, and we finally broke in the new studio, so you’ll get a few behind-the-scenes laughs and a glimpse at our most ridiculous announcement video yet.

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    00:00 - Intro
    00:54 - Collide. Seed Round Funding
    03:21 - Oil Prices Trends and Analysis
    08:58 - Impact of Tariffs on Energy Sector
    13:18 - US-China Relations in Energy Market
    15:46 - Russia-Ukraine Ceasefire Updates
    20:06 - Future Predictions in Energy Industry
    28:05 - Canadian Federalism and Permitting Reform
    33:00 - Mubadala and Cheniere Joint Venture Insights
    38:16 - Career Reflections at Run Energy

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  • We’re unpacking how influencers and shifting media landscapes are reshaping sports and energy, breaking down the latest headlines on Rory McIlroy, media monopolies, and even some classic Larry Bird smack talk. On the geopolitical front, we’re diving into US airstrikes in Iran, Trump’s latest call with Putin, and the ongoing Israel-Gaza conflict. Oh, and for the history buffs, we’ve got fresh insights on the JFK assassination, because somehow, there’s always more to uncover.

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    00:00 - MARC Conference Promo
    00:59 - Rory McIlroy Article Analysis
    03:30 - Media Monopolies Impact
    05:10 - Rory McIlroy and Media Coverage
    07:20 - Larry Bird Smack Talk Highlights
    09:45 - US Airstrikes in Iran Discussion
    13:44 - Trump and Putin Call Insights
    19:00 - Israel-Gaza Conflict Overview
    21:30 - Space Relations with Russia
    23:53 - JFK Assassination Insights
    28:23 - New Information on JFK Assassination
    33:23 - Upcoming Guest: Colin Grabow
    34:50 - Show Outro

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  • AI is shaking up the energy world, and we’re here for it. Fresh off the MARC (Minerals and Royalties Conference), we’re unpacking the biggest shifts in energy, how AI is changing the game, why the IEA suddenly has a different tune on global energy policies, and what natural gas and EV adoption mean for US energy independence. We’ll also get into the geopolitical chess match of sanctions and strategies, plus how energy ties into national security and tech. As always, expect sharp insights, a few hot takes, and plenty of laughs along the way.

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    00:00 - CERAWeek Recap 2023
    04:58 - IEA Insights on Energy
    12:21 - Starting Over in Energy Transition
    13:44 - EIA Natural Gas Price Forecast 2023
    18:02 - ADNOC Investment in US Data Centers
    22:29 - Iranian Sanctions Impact on Energy
    27:40 - Bloomberg: Unspontaneous Combustion Explained
    32:40 - Material Science and Supply Chain Challenges
    36:20 - Trump’s Influence on Electric Vehicles
    38:50 - Best Cybertruck Wrap Job Showcase
    40:22 - Episode Wrap-Up and Key Takeaways

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  • OPEC just shook up the energy world again, rolling back 2.2 million barrels per day of production cuts, and the ripple effects are huge. Will oil prices climb? Can U.S. shale keep up, or are we looking at a new reality for American production? We’re breaking down what this means for global supply, market stability, and the geopolitical chess game playing out from Saudi Arabia to Venezuela. Plus, the latest on LNG, trade wars, and whether energy independence is still a thing or just a nice idea. From drilling rigs to big moves by Chevron and ExxonMobil, we’re covering all the angles, because let’s be real, this industry never sits still.

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    00:00 - OPEC+ Production Increases
    04:33 - Ukraine Russia News Update
    09:36 - Zelensky Peace Proposal
    19:04 - Anduril IVAS Contract Details
    21:16 - China's Shipbuilding Industry
    21:40 - Ukraine Taiwan Relations
    24:25 - Venezuela Economic Situation
    28:15 - Trade Tariffs Discussion
    34:14 - Overview of Key Topics
    37:54 - State of the Union Predictions
    44:30 - Show Conclusion and Wrap-Up

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  • Tennessee is making big moves in tech, and the Colossus XAI facility is proof, housing the world's most powerful supercomputer in a mind-blowing 750,000-square-foot space (and growing). This beast runs on 300 megawatts and is set to scale past a million chips, making it a game-changer for AI and computing. But that’s just the start, we’re also talking about energy efficiency breakthroughs, why Tennessee’s business-friendly setup is a magnet for projects like this, and the wild speed of its construction (122 days!). Plus, a look at private equity shaking things up in the Permian, BP rethinking renewables, and somehow, the carnivore diet debate sneaks into the mix. If you like tech, energy, or just seeing how industries collide in unexpected ways, this one's got plenty to chew on.

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    00:00 - Catching up with Kirk
    04:09 - Sky News Future of Media
    08:56 - Diamondback Energy Acquisition
    17:34 - BP Capital Markets Day Insights
    23:00 - BP and Shell Comparison
    27:06 - ANGI Overview
    32:28 - IPCC Climate Report
    37:13 - Final Thoughts Discussion
    41:24 - Thanks for Joining Us

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  • Big things are happening in the oilfield—literally. We’re talking about a 42-mile, all-electric conveyor belt hauling frac sand across the Delaware Basin, cutting out thousands of truckloads and making operations safer, cleaner, and more efficient. Bud Brigham and his team just dropped $400 million on this beast, moving 13 million pounds of sand annually and changing the game for shale drilling. We’re breaking down why this could be the future of frac logistics, what it means for rigs and automation, and how it stacks up against traditional sand hauling. Plus, a look at the latest energy headlines—OPEC moves, US policy shifts, and what’s shaking up oil markets, from Chevron to ExxonMobil.

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    00:00 - Mark’s Back
    01:32 - OPEC+ Meeting
    04:14 - Mexican Tariffs
    07:34 - Tariffs and Trade Policy
    11:15 - USMCA Update
    14:15 - Trump vs. Mexico: Who Won?
    15:27 - UK Energy Crisis
    24:30 - Bud Brigham's Conveyor Belt Innovation
    28:34 - Upcoming Events
    29:38 - Mavs Trade Analysis
    34:18 - Super Bowl Highlights
    36:40 - Officer of the Year Recognition

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  • Can China really outpace OpenAI? From shaking up the energy world—think Chevron, Exxon, and even Bitcoin mining—to sparking debates on power demands and national security, this one’s got layers. Plus, we’re unpacking how these AI advancements could flip the script for data centers, LNG exports, and even the future of American shale. Oh, and let’s not forget the FTC drama over those big oil mergers—it’s all connected. Is this a real game-changer or just more noise? Let’s untangle it.

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    00:00 - Intro
    01:09 - What is Deep6
    04:59 - Reality of Deep6
    09:10 - Trump's Executive Orders
    14:44 - DeepSequestration and Energy Projects
    16:35 - History Rhymes: Lessons Learned
    20:40 - Growth of AI Investment
    22:00 - Trump's Influence on Bitcoin Cycle
    23:50 - Bitcoin Overview
    26:35 - Energy Sector Insights
    29:35 - Expectations from the Administration
    31:30 - Regulation Final Thoughts
    34:30 - Scott Sheffield Discussion
    40:15 - Lina Khan and the FTC Insights
    46:03 - FTC Ruling on Scott Sheffield
    49:20 - Wrap-Up with Ryan
    49:39 - Thanks for Joining
    49:44 - Like the Show?

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  • Curious about how Bitcoin mining is reshaping global energy? We dive into its critical role in national security with energy expert Lisa Hough. From Africa's innovative operations to major US energy deals, discover why Bitcoin infrastructure is becoming as crucial as oil reserves in historic wars. We explore explosive growth in Bitcoin ETFs, groundbreaking mining tech in remote areas, and why energy giants are getting into crypto. Learn how stranded natural gas could fuel America's digital future and why domestic mining matters for security. Lisa shares insights from her visits to African mines, highlighting the US need for robust power generation. Whether you're into energy, crypto, or national defense, this episode uncovers why Bitcoin's energy impact is game-changing.

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    00:00 - intro
    01:21 - Bitcoin ETFs, cryptocurrency investments
    05:48 - Africa Bitcoin Conference, blockchain events
    09:44 - Gridless Bitcoin Mining, sustainable energy
    14:01 - Energy companies and Bitcoin mining, industry challenges
    18:01 - E&Ps and Bitcoin mining, land management
    23:11 - Energy companies embracing Bitcoin mining, market trends
    26:40 - Tax incentives for Bitcoin mining, financial benefits
    27:50 - Bitcoin's potential portfolio allocation, investment strategy
    32:10 - Political climate reversal, regulatory impacts
    33:55 - Elon Musk vs. Jack Dorsey, tech leaders debate
    41:57 - Constellation's Calpine acquisition, corporate strategies
    46:00 - Expensive energy transition, cost implications
    52:30 - Biden's rumored executive orders, policy analysis
    57:29 - Protecting ourselves in the digital age, cybersecurity
    59:30 - How to find Lisa, guest information

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  • What happens when Trump shakes up energy policy in 2025, Trudeau steps down in Canada, and investor sentiment trumps regulations in shaping oil production? It’s a wild ride through the energy world this week as we untangle the latest twists and turns in North America’s energy landscape—like Biden’s offshore drilling ban and some surprisingly clever energy transport moves in Colorado. We’re talking market shocks, political drama, and the ripple effects on pipelines, production, and global relations. Whether you’re here for the insights or the chaos, this one’s packed with predictions and perspectives on where the energy game is heading.

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    00:00 - Intro
    00:40 - Trudeau Resigns Liberal Party Leadership
    12:30 - Biden Offshore Drilling Ban Explained
    19:25 - Innovative Battery-by-Rail Concept
    22:14 - Coal vs. Batteries: Energy Density Comparison
    25:58 - Importance of Incremental Energy Costs
    29:28 - Predictions for 2025 Energy Trends
    33:00 - Titans, Texans, Oilers
    35:50 - Landman Episode 9 Recap

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  • Exxon just dropped a bombshell: they’re building a 1.5-gigawatt natural gas power plant—complete with 90% carbon capture—to fuel data centers, and it’s shaking up the tech and energy worlds alike. This bold move brings Big Oil and Silicon Valley closer than ever, and we’re peeling back the curtain on what it all means. From the tech partnerships in the works to the national security angles and even the mysterious drones buzzing around, there’s a lot to unpack. Think power plants, AI, and a whole new kind of energy play—it’s not just the future; it’s happening right now.

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    00:00 - Travel Sucks
    02:48 - Exxon's Strategic Move
    09:35 - Meta's Controversial Decision
    14:09 - Drones in Modern Warfare
    19:50 - Engaging with Adversaries
    24:34 - Holiday Season Insights
    26:28 - Future Predictions
    31:55 - Recycling Financial Resources
    32:30 - Energy Sector vs Venture Capital
    33:20 - Digital Wildcatters Forecast
    34:54 - Holiday Greetings and Reflections

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  • James Kostohyrz argues there’s a real chance that Israel and Iran are going to war. Like bombs and missiles. Real war. If so, what’s Iran’s first move? Shut down the Strait of Hormuz and immediately block 20% of the world’s oil production. Oh crap. What would that mean for oil prices? It’s a scary yet possible scenario we are facing. Horrifying with huge ramifications for oil prices. James argues it’s not priced into today’s crude prices.

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    00:00 - Intro
    01:52 - How Anas Makes Money
    03:09 - Geopolitical Risk and Oil Prices
    07:10 - Impact of Middle East War on Oil Prices
    11:29 - Iran's Blockade of the Strait of Hormuz
    17:59 - Iran's Economy and Potential Regime Change
    27:46 - Public Executions in Iran
    28:40 - Israel's Regime Change Policy
    29:40 - Likelihood of Regime Change in Iran
    32:53 - US Shale Revolution Insights
    34:00 - Overconfidence in US Shale Production
    36:20 - Asymmetric Risk/Reward in Energy Sector
    40:00 - Market Strategies for Investors
    43:53 - Israeli Perspectives on Regional Issues
    51:54 - Trump Administration's Potential Actions
    58:05 - Scenarios for War Outcomes
    1:00:50 - Potential Peace Deal Scenarios
    1:02:44 - Iran's Nuclear Program and Israeli Strategy
    1:05:50 - Trump’s Iran Policy and Diplomacy Prospects
    1:10:05 - Israel's Threat from Iran's Proxies
    1:11:02 - Ukraine's Role in the Conflict
    1:19:10 - Market Apathy Towards Geopolitical Risks
    1:20:17 - Contact Information for Teddy
    1:21:10 - Recent Changes in Israel
    1:23:06 - October 7, 2022 Events

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  • Oil and gas are having a moment, blending old-school grit with new-school tech, and we’re here for it. From the cultural buzz around "Landman" to how energy jobs are shaking off old stereotypes, we're unpacking the human stories behind the rigs and the data fueling tomorrow’s grids. Whether it’s Silicon Valley meeting the Permian Basin or roughnecks embracing automation, the energy world is rewriting its playbook, and it’s wild to watch. Dive into grid economics, tech’s takeover in the oil patch, and what it all means for the people making it happen.

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    00:00 - Intro
    01:55 - Aggies
    04:17 - Landmen
    06:28 - BDE (Big Data Engineering)
    08:32 - DOE Loan Programs Office
    12:02 - Sailing Adventures
    14:20 - Landman Insights
    16:36 - COP26 Climate Conference
    19:10 - The Good Hand Experience
    23:30 - Grateful Reflections
    26:04 - Grateful for Our Country
    28:03 - Wrapping Up Discussion
    28:42 - Mark’s Cowboys Road Win Gratitude

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  • When a fracking trailblazer and science advocate heads to Washington, you know the energy world is buzzing. This week, we're talking about how Chris Wright, the CEO of Liberty Energy, could shake up U.S. energy policy with his mix of gritty industry experience and no-nonsense pragmatism. From transforming the Barnett Shale to his vision for balancing environmental responsibility with human progress, Wright’s story is anything but ordinary. We’ll also unpack what his nomination says about the direction of American energy leadership, the challenges of modernizing the grid, and what COP29’s finance week could mean for global energy projects. It's a candid look at how technical know-how might finally bring some real-world solutions to Washington’s energy puzzle.

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    00:00 - Intro
    01:03 - Chris Wright Energy Secretary Nomination
    12:15 - Department of the Interior & National Energy Council
    23:56 - COP29 Climate Conference
    25:36 - Foreign Aid in Energy Policy
    29:25 - Joe Rogan Discussion
    31:58 - Last Week's Guest Preview

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  • We're talking about one of the best trades ever made: swapping out Kirk to bring on the legendary Dave Purcell! Dave's done it all—from leading development at Apache to diving into some seriously big ventures. We'll get into his wild ride through the oilfield, hitting everything from hydraulic fracking to global capital strategies, and he’s got insider takes on OPEC moves, the latest in U.S. drilling, and where American Shale might be headed. If you want the scoop on drilling rigs, roughneck life, and how automation is changing the game with giants like Chevron and ExxonMobil, this one's for you!

    Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.

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    00:00 - Guest Intro - Dave Pursell
    02:14 - Industry Events and Trends
    03:58 - Remembrance Day Observance
    04:42 - Dave’s Insights on OPEC
    06:32 - OPEC's Strategic Considerations
    09:54 - Addressing Iran's Influence
    12:52 - Campaign Theme: Drill, Baby, Drill
    18:09 - Historical Lessons in Energy
    23:54 - Future of Oil and Gas Industry
    26:55 - Role of an Energy Czar
    32:00 - Highlights from COP 29
    42:56 - Diamondback's Off-Grid Power Initiatives
    45:14 - Increasing GOR in the Permian Basin
    47:28 - Bridging the Power Gap to Nuclear
    50:50 - Texas A&M's Role in Nuclear Energy
    53:40 - Final Thoughts and Reflections

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  • Mark and Chuck talk 2024 US Elections LIVE as the results come in.

    Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.

    Click here to view the episode transcript.
  • Energy and politics are colliding in a big way, and we’re breaking it all down, no fluff, just the real impact. From the wild swings in energy investments to what upcoming elections mean for drilling, EV mandates, and U.S. energy independence, we’re cutting through the noise. What’s the deal with executive actions on American shale? How do policies shape oilfield automation and drilling incentives? And why is energy at the center of every political debate right now? Whether you're in the industry or just trying to make sense of it all, this conversation hits on the issues that matter most.

    Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.

    Click here to watch a video of this episode.
    Click here to view the episode transcript.

    00:00 - Intro
    01:25 - Environmental Policy 2025
    06:37 - Energy Policy and Election Impact
    14:25 - ERCOT vs. EPA Regulations
    18:45 - Media Endorsements Analysis
    25:52 - Voting Preparation: Energy Policy
    31:00 - Electric Vehicle Mandates
    33:44 - Election Security Concerns
    41:04 - Voter ID Laws
    42:20 - Election Predictions and Insights
    46:35 - Matt’s Pen: Key Takeaways
    49:15 - Wrapping Up the Discussion

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