Big Digital Energy

Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26

Kirk Coburn, Mark Meyer, and Chuck Yates tackle Devon's $58 billion merger with Coterra—a Delaware Basin land grab with Marcellus as an afterthought. They break down why scale matters when your cost of capital beats everyone else's, why Oklahoma keeps building great companies Houston eventually swallows, and why data center cancellations reveal America's infrastructure crisis. The real insight? PJM's grid failures prove you can't bolt 21st century AI demand onto 20th century infrastructure with 19th century permitting. Plus: Trump's trade flurry, China's mineral monopoly, and why we have 2 icebreakers while Russia has 54. 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 [http://collide.io/] Click here to view the episode transcript. [https://share.transistor.fm/s/10f88972/transcript] 00:00 - Goldman's Jersey City building and Connecticut commuters 01:36 - Collide's IRR triples with software sales 03:19 - Why retail AI can't handle deep energy verticals 05:50 - Devon-Coterra merger breaks: $58B Delaware play 08:29 - $1B in synergies means AI replaces people 11:03 - No-premium stock mergers finally catch on 13:19 - Panther to WPX to Devon Delaware journey 15:11 - Oklahoma builds energy companies Houston acquires 17:12 - Grok's brutal take on the merger 20:15 - Scale drives cost of capital advantages 22:13 - Data center cancellations spike from 6 to 25 25:23 - Microsoft's Azure growth disappoints Wall Street 27:18 - Why AI compute costs become investor concerns 29:20 - Collide builds Spindletop for on-prem processing 31:40 - Data centers pivot from urban to distributed models 33:40 - PJM cancellations expose grid reliability crisis 36:31 - Trade policy lightning round begins 39:14 - US shipbuilding can't compete with China's 300x capacity 41:37 - Rubio builds OPEC for critical minerals https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

Winter Storm Fern Flops, ERCOT Grid Survives & IEA's $15 Trillion Oil Mistake | BDE 01.29.26

Winter Storm Fern exposed the grid's contradictions, New England burned 40% oil for power while sitting 300 miles from the Marcellus Shale, ERCOT's batteries sat idle during $2,000/MWh spikes, and solar panels disappeared under snow. Meanwhile, the IEA quietly restored their realistic demand forecasts after five years of transition fantasy, revealing a $15 trillion underinvestment hole. Toby Rice reminded everyone what actual energy leadership looks like by getting wells back online in a hard hat instead of pontificating from Davos. Click here to watch a video of this episode. [https://app.collide.io/content/ehSqQQh] 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 [http://collide.io/] Click here to view the episode transcript. [https://share.transistor.fm/s/19bb1c1d/transcript] You're Not Getting Another Corporate Job (Here's the Bypass) | Unrigged 001 https://youtu.be/l9Afd5ZsoFw?si=Gu8-y7S-S0MxfpJl 00:00 - Grading Winter Storm Fern's impact across regions 00:27 - Texas holds steady while Tennessee takes the hit 01:30 - Ice driving disasters make great Instagram content 03:26 - Trucks on ice: the overconfidence problem 04:33 - Casino trips and Livingston's reputation 05:27 - New England burns 40% oil during peak demand 06:25 - Marcellus Shale produces 28 BCF/day but can't reach Boston 07:40 - The hypocrisy of Massachusetts energy lectures 09:29 - Still importing LNG into Boston after 22 years 10:28 - Tennessee outages hit harder than expected 12:00 - Why batteries didn't discharge during price spikes 14:16 - Cold weather physics limits battery performance 16:05 - ERCOT as the world's biggest Rube Goldberg machine 17:32 - Tax subsidies create grid dysfunction 18:16 - Snow coverage kills solar instantly 19:22 - 95 gigawatts of renewables vs 85 gigawatt peak demand 20:27 - ERCOT's unique generation philosophy 21:37 - 10 BCF/day of gas production offline from freeze 22:47 - Toby Rice gets wells back online in the field 23:39 - IEA's five-year detour from reality 26:14 - $15 trillion underinvestment hole in upstream spending 27:58 - Shale revolution changed exploration economics 30:27 - Exploration skills at historically low capacity 32:05 - Why supermajors can't compete in unconventional 33:28 - Shell's struggles in Argentina and Eagle Ford 35:13 - Nothing cures prices like prices 36:32 - Europe's transition policies cause real damage 38:28 - IEA leadership needs radical overhaul 39:42 - Software sales and oil company workflows 41:27 - Corvette shopping and career transitions https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26

Kirk, Chuck, and Mark reunite on the Big Digital Energy Show to dissect the week's chaos - from natural gas spiking 75% in five days while Waha trades negative, to Trump's Davos windmill rant and the mainstream media's Greenland invasion hysteria. They break down why Harold Hamm's decision to shut down Continental's drilling makes perfect economic sense at $70 oil, debate whether 50% well-level returns ever translated to actual corporate performance, and explain how OPEC's Amine Nasser is signaling that global spare capacity is actually lower than the 2.5% he's publicly claiming. Plus, the crew explores how AI-native workflows are creating trillion-dollar opportunities by capturing decision-making data that Excel spreadsheets and Salesforce never could, all while Kirk dodges the incoming Dallas ice storm from his parents' house. Click here to watch a video of this episode. [https://app.collide.io/content/TnW9FoE] 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 [http://collide.io/] Click here to view the episode transcript. [https://share.transistor.fm/s/2f0691b1/transcript] Cody Jinks & Ward Davis - Full Interview | Late August Sessions Ep. 1 https://youtu.be/p2qmKBTrWLU?si=t5q3HXo8-bp9cU7x [https://youtu.be/p2qmKBTrWLU?si=t5q3HXo8-bp9cU7x] 00:00 Winter storm forecast and natural gas price spike 04:36 Waha pricing chaos and infrastructure bottlenecks 07:49 Trump's Davos speech and windmill comments 15:16 Military action in Greenland media hysteria explained 19:00 UK turning North Sea into museum of regret 21:14 China's climate strategy and green technology positioning 26:20 Harold Hamm shuts down Continental drilling completely 31:14 Well-level returns versus corporate performance disconnect 35:15 Aramco CEO on global spare capacity concerns 40:07 AI-native software capturing workflow data https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26

Venezuela’s “open for business” moment gets a reality check, plus a wild Chavez-in-Houston story that tells you everything you need to know. Mark and David Pursell unpack why Exxon and friends are hesitant, what the EIA gets right and wrong, why the forward curve is the real lie detector, how Iran risk actually moves barrels, BP’s renewable hangover, and Tesla casually speed-running a lithium refinery in Texas. Click here to watch a video of this episode. [https://app.collide.io/content/Av5Brrr] 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 [http://collide.io/] Click here to view the episode transcript. [https://share.transistor.fm/s/44fabab3/transcript] 00:00 Tech hiccups and setup 01:00 Chavez Houston story 05:00 Trump press conference and Venezuela hype 08:00 Why Venezuela isn’t investable 14:30 EIA outlook and US production 19:00 Rigs, frac spreads, and revisions 22:00 Backwardation vs contango 27:00 Iran supply risk 30:30 Condensate and power constraints 38:30 Geopolitical risk premiums 40:30 BP write-downs and strategy shifts 46:30 Energy transition reality check 53:30 Tesla lithium refinery in Texas 56:30 Data centers and power scramble 01:01:30 Wrap-up and outlook https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26

Landman day rates have basically been stuck in neutral since 2000, and Kyle Reynolds of RBG Permian walks Chuck through why that’s turning into a real problem as the field vets age out. Along the way they hit what AAPL actually does, why records still aren’t fully digital, how AI is speeding up title work without replacing judgment, and why NAPE is quietly turning into a marketplace for way more than just oil and gas. Click here to watch a video of this episode. [https://app.collide.io/content/UNGVNMs] 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 [http://collide.io/] Click here to view the episode transcript. [https://share.transistor.fm/s/3609950a/transcript] 00:00 Oscars cold open and grim stats tease 01:00 AAPL basics and what it actually does 03:20 The field landman shortage and aging workforce 05:10 Day rates vs inflation and the ROI argument 06:05 Why tech hasn’t removed courthouse work 12:15 Speeding up drill readiness with better pay and tools 15:30 AI in land work, productivity, and replacement fears 20:00 Why humans still need the rules to break them 26:00 Data centers, minerals, and land becoming the bottleneck 33:20 NAPE dates, format changes, and what’s new 36:20 Hubs: bitcoin, minerals, rare earths, offshore, data centers 39:05 Energy is really electrons now 41:10 Paying for quality and avoiding expensive cleanup later https://twitter.com/collide_io https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters