• Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09
    Oct 9 2025

    Oil at $500? Yeah, not happening, at least not anytime soon. Kirk, Chuck, and Mark unpack the hype around that wild prediction and explain what’s actually driving oil markets right now. Between OPEC’s chess moves, shifting U.S. production, and global demand swings, there’s plenty to keep traders guessing. They also get into the ripple effects of renewables, how countries are juggling sustainability with economic reality, and a few curveballs, like the MEG Energy deal, that have everyone talking. It’s a smart, unfiltered look at where the energy world’s really headed.

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    00:00 - Chuck’s Medical Emergency
    02:34 - Show Intro and Overview
    06:28 - OPEC+ Surprise Announcement
    08:41 - Trump’s Peace Plan and Oil Markets
    17:54 - Future of Renewables in Energy
    21:15 - Investing in Energy Technology
    22:37 - China’s Energy Strategy and Impact
    25:00 - Knowledge Gaps in Energy Sector
    27:30 - Costs of Bad Energy Policy
    30:25 - Addressing Grid Challenges
    36:31 - Ambler Mining Road Discussion
    39:08 - Finger of the Week Highlight
    45:50 - Show Closing Remarks

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    47 mins
  • Revolutionizing Fracking with Real-Time Data | BDE 10.08.25
    Oct 8 2025

    Real-time frac data isn’t some future concept, it’s here, and it’s changing the way completions get done. Chuck Yates sat down with folks from ProFrac and Seismos to break down how AI, automation, and acoustic sensing are turning traditional fracking on its head. Matt Wilks and Panos Adamopoulos talk about ProPilot 2.0 and how closed-loop fracturing is giving operators instant feedback to fine-tune every stage. Then Larry Carroll and Steven Bourgoyne take it further, showing how machine learning and data-driven workflows are pushing completions toward adaptive, even autonomous, operations. From cutting costs to squeezing every drop of performance, this one’s a look at how the oilfield is starting to feel a lot more like sci-fi.

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    0:00 Introduction and On-Site Experience
    0:43 Frac Automation Evolution: From ProPilot to Real-Time Adaptation
    2:07 Seismos Partnership: Real-Time Subsurface Data and Closed Loop Fracturing
    5:05 Cost Savings vs Well Performance: What Real-Time Data Enables
    7:10 Breaking Down Engineering Silos with Real-Time Collaboration
    10:06 Supervised vs Unsupervised Closed Loop: Control and Customization
    14:01 Role of AI in Frac Operations and Data Management
    16:11 Case Study: Equipment Optimization and Millions Saved
    18:26 Adaptive Systems: AI + Physics-Based Measurement in Action
    20:49 Human Expertise in an AI World: Replacing or Enhancing?
    23:16 How the ProFrac–Seismos Partnership Came Together
    25:32 Looking Ahead: Fully Autonomous Fields and Future Inventory
    29:35 Frac Performance Measurement: Defining Good vs Bad
    33:11 Customer Collaboration: Building Prescriptive Completions Together
    36:40 Isolating Variables: Why Controlled Change Matters
    40:13 Real-World Results: Cost and Performance Improvements
    42:31 Future Roadmap: More Intelligent, Automated, Efficient Fracs
    45:33 Refracs and Unlocking More Value from Existing Wells
    47:07 Overcoming Customer Risk Aversion to Innovation
    49:06 True Partnerships: EMPs and Service Companies Working Together
    51:24 Rethinking Tribal Knowledge: AI as a Force Multiplier
    53:48 Final Thoughts and Closing Remarks

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    55 mins
  • Trump’s bold take on climate week, Another BP walkback, solar plant shutdown | BDE 09.26.25
    Sep 26 2025

    Trump’s Climate Week speech was anything but subtle, and the Big Digital Energy crew had plenty to say about it. Kirk, Chuck, and Mark break down his unapologetic shots at global green agendas, the messy reality of rushing energy transitions, and what it all means for regular people facing rising energy costs. They don’t shy away from calling out China and India’s emissions role, questioning high-profile renewable failures like the Mojave solar plant, and unpacking the politics of energy independence. It’s a mix of sharp analysis, fiery takes, and plenty of laughs, the kind of conversation where climate policy, energy security, and everyday impact all collide in classic Big Digital Energy fashion.

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    00:00 - Intro
    01:39 - Trump's UN Speech Highlights
    05:38 - China's Emissions Reduction Pledge
    11:56 - Rick Perry's LinkedIn Insights
    17:25 - BP’s Energy Market Outlook
    22:47 - Matt's 2018 Electric Vehicle Speech
    26:16 - Ivanpah Solar Facility Closure
    28:30 - Left Coast Offshore Wind: Environmental Impact
    37:03 - Innovative Giant Kites for Energy
    40:25 - Jake's Two-Week Bender
    41:50 - Ryder Cup Overview
    43:58 - Final Hot Take Discussion

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    46 mins
  • Elon Musk data centers, IEA's credibility, Jimmy Kimmel and Charlie Kirk aftermath | BDE 09.20.25
    Sep 20 2025

    Musk is once again moving faster than the rulebook can keep up. The guys dig into his latest play, Colossus AI data centers, and how he’s flipping old infrastructure into giga-scale operations at a pace that makes regulators look like they’re standing still. From Tennessee to Mississippi, it’s a masterclass in sidestepping red tape while pushing the future of energy and tech forward. Kirk, Chuck, and Mark break it all down with sharp takes on what this means for digital infrastructure, the energy transition, and the frustrating grind of government oversight, all with the usual mix of big-picture insight and no-BS commentary.

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    00:00 - Intro
    01:17 - Texas A&M President Resigns, Leadership Changes
    03:52 - Elon Musk's Colossus II, Innovation and Technology
    12:33 - RBN's Power Market Predictions, Energy Trends
    21:29 - IEA Acknowledges Depletion, Energy Resources
    24:30 - Guest: Elon Musk, Special Interview
    26:50 - Jimmy Kimmel’s Cancellation, Entertainment News
    31:50 - George Abirone and the Oxford Union, Academic Discussion
    36:15 - Proportionality of Consequences, Ethics and Impact
    40:31 - Final Thoughts, Wrap-Up Discussion

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    47 mins
  • The Assassination That Shook Free Speech | BDE 09.12.25
    Sep 12 2025

    The shooting of Charlie Kirk has shaken the political and cultural world, raising hard questions about free speech, safety, and what it means to debate ideas in a time this divided. We talk about Kirk’s legacy, whether you agreed with him or not, as someone who pushed for open dialogue and challenged people to treat opponents as humans instead of enemies. From the ripple effects across podcasting and media, to the impact on energy policy, academic freedom, and how we argue about politics, this conversation digs into what feels like a turning point for free expression in America.

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    00:00 - Charlie Kirk assassination
    07:15 - Energy Climate Assessment
    13:08 - Energy Endangerment Finding
    16:23 - Violence in Public Discourse
    22:03 - Policy Damage from Cancel Culture
    27:18 - Global Oil and Gas Demand
    27:45 - Underinvestment in Exploration
    29:34 - Rights to Improve Living Standards
    32:35 - Silencing Debate Consequences
    34:24 - Current Events in the US
    37:45 - Physics as a Solution
    39:50 - Omnivore Diet Discussion
    41:50 - Texas A&M Controversy
    47:12 - Closing Thoughts

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    48 mins
  • EQT LNG deal, MA offshore wind, Norway's export dilemma, Shell cancels SAF project | BDE 09.05.25
    Sep 5 2025

    Norway’s energy playbook has basically turned the country into Europe’s oversized extension cord, but the trade-offs are starting to sting at home. Kirk, Chuck, and Mark get into how Norway’s hydro power and subsea cables made it a powerhouse exporter while leaving its own citizens facing higher electricity bills. They call out how exports are essentially propping up bad energy bets from countries like Germany and the UK, then draw some sharp parallels back to U.S. policy, think EQT’s LNG push and the roadblocks baked into regulation. Along the way, they touch on offshore wind, sustainable aviation fuel, and the bigger picture of global energy dynamics, raising the question: how do you balance smart economics with keeping the lights on at home?

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    00:00 - Intro
    03:11 - EQT LNG Deal with NextDecade
    10:42 - US Government Involvement in LNG
    14:37 - Norway Energy Developments
    22:07 - Shell SAF Plant in Rotterdam
    24:30 - Exxon European Petrochemical Investments
    27:45 - Economic Feasibility of Sustainable Aviation Fuel

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    35 mins
  • NOV & Well Data Labs Are Changing the Game in Fracking | BDE 09.01.25
    Sep 1 2025

    Forget the old way of running frac jobs, this one’s all about what happens when real-time data meets smart analytics. NOV is pulling in live completions data and turning it into clear visuals, while Well Data Labs layers on AI-powered insights that let operators tweak things like friction reducers on the fly. Chuck sat down with Eric Zenero from Well Data Labs and Kayla Scherer from NOV to talk through how this partnership is reshaping fracking, making it faster, smarter, and more efficient. From cutting through messy frac job data to getting real ROI out of predictive analytics, this conversation shows why good data isn’t just useful in oil and gas, it’s the whole game.

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    00:00 - Breaking News in Energy
    00:22 - NOV and Well Data Labs Partnership Insights
    04:56 - Use Case: Friction Reducer Applications
    08:09 - Use Case: Stage Variance Tool Explained
    09:35 - AI Innovations in Oil and Gas Industry
    17:44 - Behind the Scenes: How the Deal Went Down
    20:31 - Getting Started with Well Data Labs
    21:50 - Cost Analysis and ROI Considerations
    27:35 - Data Sharing Best Practices
    32:50 - Contact Information for Eric and Kayla

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    34 mins
  • ExxonMobil in Trinidad, Presidio goes public, AI data centers, Putin & Zelensk | BDE 08.22.25
    Aug 22 2025

    Exxon’s latest play in Trinidad and Tobago is a big one, 2,700 square miles of offshore exploration rights that could reshape energy in the Western Hemisphere. Chuck and Mark break it all down: why this territory matters, how seismic programs are setting the stage for massive discoveries, and what it could mean geopolitically as deepwater exploration heats up. Along the way, they get into industry trends, SPACs, policy shake-ups, and even share some personal stories that keep the conversation grounded. It’s a mix of big-picture strategy and boots-on-the-ground perspective on why projects like this matter for the future of energy.

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    00:00 - ExxonMobil Trinidad and Tobago Exploration
    06:57 - Presidio SPAC Public Offering
    15:28 - NYT vs. Trump Admin vs. IEA Analysis
    21:49 - Largest AI Data Center Project Update
    24:46 - Trump, Putin, and Zelensky Admins Discussion
    33:26 - Positive DOE Energy Numbers
    34:40 - The Tragedy of War
    36:00 - Weekend with Jewel
    39:20 - Music Plug

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    42 mins