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.

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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

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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.

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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.

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