Big Digital Energy
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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Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26
<p>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.</p><p></p><p>Join the conversation shaping the future of energy.<br>Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. N...
Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26
<p>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.</p><p>Click here to watch a video of this episode.<br></p><p></p><p>Join the conversation shaping the future of ener...
Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26
<p>Oil prices, gas at the pump, Venezuela headlines, and a brutally honest scorecard on markets, politics, and global conflict all collide as Chuck and Mark walk through what actually mattered this year. From WTI whiplash and frack spread confusion to Trump’s energy strategy, midterm math, and why narratives keep beating fundamentals, this one feels like a whiteboard session that got a little too real.</p><p>Click here to watch a video of this episode.<br></p><p></p><p>Join the conversation shaping the future of energy.<br>Collide is the community where oil & gas professionals connect, sh...
Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25
<p>Headlines love tossing around Venezuela’s “303 billion barrels” like it’s a magic switch, but the reality is messy, expensive, and slow. Mark and David Pursell, Adjunct Professor of Petroleum Engineering, walk through why heavy oil, busted infrastructure, and shaky politics make this a long-cycle rebuild, not a drill-and-chill moment, plus what to watch in markets when the story sounds too easy.</p><p>Click here to watch a video of this episode.<br></p><p></p><p>Join the conversation shaping the future of energy.<br>Collide is the community where oil & gas professionals connect, share insights, and solve re...
Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25
<p>Trading rigs and rock samples for spreadsheets and shareholder battles, Mark Viviano, CFA from Kimmeridge walks through how he stumbled into energy investing, why shale rewired valuation thinking, and how the sector managed to grow like crazy while lighting free cash flow on fire. The convo hits consolidation, why big institutions mostly hide in the top names, and why activism plus a technical bench might be the only way to get boards to move faster.</p><p>Click here to watch a video of this episode.</p><p><br></p><p>Join the conversation shaping the future of energy.<...
2025 Community Year In Review: How Collide Evolved This Year (And What's Next)
<p>Collide basically did its own Spotify Wrapped and the punchline is simple: the community doubled, the conversations got more technical, and the team got way clearer on what Collide is now and where it’s headed. Crystal, Todd, Jacob, and Sydney walk through 2025 stats, why events evolved, how Energy 101 came back, what university partnerships unlocked, why Collider AI took a pause, and the platform upgrades and community goals lined up for 2026.</p><p>Click here to watch a video of this episode.</p><p><br></p><p>Join the conversation shaping the future of energy.<br>Collide is the co...
Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production
<p>Catching yourself rereading last year’s VC emails while you’re back in Silicon Valley is a pretty good way to realize how wild the last 12 months have been. Colin, Chuck, Canisius, and Todd break down how Collide AI is turning fast POCs into real production workflows, why change management is the actual moat, and how a stacked forward deployed team plus community driven distribution is setting up 2026 to be the year everything scales.</p><p>Click here to watch a video of this episode.<br></p><p></p><p>Join the conversation shaping the future of energy.<br>Coll...
Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail
<p>Collide AI 2025 Wrapped Part 1 turns into a real talk on why forward deployed engineers win where AI pilots stall, with Michael Cortez, John, and Nick Smart swapping war stories from completions, geophysics, and the startup trenches while they map out how Collide Enterprise moves past basic chat tools into search plus workflows that actually hold up in the real world.</p><p>Click here to watch a video of this episode.</p><p><br></p><p>Join the conversation shaping the future of energy.<br>Collide is the community where oil & gas professionals connect, share insights, and solve real-world...
Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25
<p>Studio one glow up and the gang is officially back as Kirk Coburn, Chuck Yates, and Mark Meyer trade Texas football and tamale truths, then jump into Ford’s EV write down, BP’s CEO shuffle and what it signals, a quick tour of PE continuation funds around Ascent, and Trump turning up pressure on Venezuela before sliding into holiday stories and band lore.</p><p>Click here to watch a video of this episode.</p><p><br></p><p>Join the conversation shaping the future of energy.<br>Collide is the community where oil & gas professionals connect, share insi...
Can One Governor Candidate Rewrite Alaska’s Energy Future?
<p>Adam Crum brings some serious Alaska energy, literally and figuratively, as he sits down with Chuck to talk about where the state’s headed and how he thinks it can get there. He opens up about everything from playing football at Northwestern to steering Alaska through COVID, all the way to why he thinks the state’s future depends on smarter energy development, fixing outdated policies like the Jones Act, and protecting the culture that makes Alaska, well… Alaska. It’s a mix of big ideas, real talk, and a few stories you probably haven’t heard before, all centered a...
