Episodes

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

    Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26
    Feb 6 2026

    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


    Click here to view the episode 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
    Show More Show Less
    44 mins
  • Winter Storm Fern Flops, ERCOT Grid Survives & IEA's $15 Trillion Oil Mistake | BDE 01.29.26

    Winter Storm Fern Flops, ERCOT Grid Survives & IEA's $15 Trillion Oil Mistake | BDE 01.29.26
    Jan 29 2026

    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.

    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


    Click here to view the episode 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
    Show More Show Less
    45 mins
  • Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26

    Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26
    Jan 23 2026

    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.

    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


    Click here to view the episode transcript.

    Cody Jinks & Ward Davis - Full Interview | Late August Sessions Ep. 1

    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
    Show More Show Less
    44 mins
  • Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26

    Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26
    Jan 19 2026

    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.

    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


    Click here to view the episode 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
    Show More Show Less
    1 hr and 3 mins
  • Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26

    Landman Pay Stagnates, AI Hits the Field, & NAPE Signals a Bigger Energy Shift | 01.14.26
    Jan 14 2026

    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.

    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


    Click here to view the episode 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
    Show More Show Less
    44 mins
  • Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26

    Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26
    Jan 10 2026

    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.

    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.io


    Click here to view the episode transcript.

    00:00 New year banter and market mood
    02:00 WTI and gasoline reality check
    05:00 Frac spreads, rigs, and production confusion
    10:30 Venezuela headlines vs fundamentals
    16:00 Energy stocks and discipline
    19:00 Grading the administration
    25:00 Immigration, wars, and geopolitics
    39:00 Tariffs, trade, and supply chains
    47:00 Energy transition reality check
    53:00 2026 oil and gas predictions
    59:00 Midterms outlook and wrap-up

    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
    Show More Show Less
    1 hr and 9 mins
  • Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25

    Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25
    Jan 9 2026

    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.

    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.io


    Click here to view the episode transcript.

    00:00 Intro and why Venezuela is everywhere
    02:10 David’s Venezuela background and PDVSA history
    07:40 Why production is hard to restart
    09:20 Reserves vs resources and the heavy oil problem
    12:45 Refining limits and why Canada filled the gap
    16:05 Capital, contracts, and what companies actually watch
    24:45 Guyana, Argentina, and above-ground risk
    29:00 Inventories, OPEC, and where the “surplus” is hiding
    37:15 What to watch over the next 18 months
    50:10 Saudi data story and why numbers get political
    55:20 Teaching, capstone, and wrapping up

    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
    Show More Show Less
    1 hr
  • Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25

    Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25
    Dec 24 2025

    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.

    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.io


    Click here to view the episode transcript.

    00:00 Safe harbor and why this convo exists
    01:15 Mark’s path into investing
    03:05 Building credentials and breaking into research
    05:16 Landing on the energy team
    08:03 Conventional to shale and valuation shifts
    13:18 The negative free cash flow era
    16:29 Why energy shrank inside the S&P
    17:24 Too many public E&Ps and consolidation
    20:18 Institutions hug the biggest names
    23:06 Expertise drain and small caps struggle
    28:54 Leaving Wellington and joining Kimmeridge
    32:03 Why activism matters in energy
    37:05 Timing the move into 2020
    40:10 How activism fits the sector today
    47:57 Portfolio quality over top down labels
    57:39 Gas, power, and AI data center demand
    01:01:11 New revenue streams and the next cycle

    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
    Show More Show Less
    1 hr and 7 mins