All Episodes
Displaying 1 - 20 of 183 in total
Chevron Buys Texas Ranch to Dodge Lawsuit, Wind Blade Graveyards & Musk's Space AI | BDE 02.13.26
Kirk, Chuck, and Mark cover Chevron's settlement to buy a West Texas ranch rather than face trial over decades of alleged pollution, Ken Paxton's lawsuit against a fib...
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 w...
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 ...
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 Tru...
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 unp...
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 f...
Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26
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 ...
Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25
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, Adjunc...
Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25
Trading rigs and rock samples for spreadsheets and shareholder battles, Mark Viviano, CFA from Kimmeridge walks through how he stumbled into energy investing, why shal...
Collide AI 2025 Wrapped Part 1: Why Forward Deployed Engineers Ship When AI Pilots Fail
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 w...
2025 Community Year In Review: How Collide Evolved This Year (And What's Next)
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...
Collide AI 2025 Wrapped Part 2: Scaling AI From Proof of Concept to Production
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, Chu...
Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25
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 d...
Can One Governor Candidate Rewrite Alaska’s Energy Future?
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...
DOE's $1B Nuke Bet, China’s Coal Loop, & Al Gore’s COP Circus | 11.21.25
Chuck and Mark crank up the camp as they riff on the Landman season two premiere, bouncing from the show’s oil-patch chaos to the real-world energy circus. They torch ...
Congress Chaos, FAA Close Call & COP30’s Amazon Irony | BDE 11.15.25
COP30’s giving big “save the trees… after we bulldoze them” energy, and Kirk and Mark are all over it. They roast the idea of hosting a climate conference in the Amazo...
The Sable vs. Coastal Commission Showdown, Explained | BDE 11.04.25
California’s energy situation is getting messy, and the story behind it isn’t what most people think. Mark sits down with Mike Umbro, founder of Californians for Energ...
Gates Backpedals on Climate, Trump’s China “Win,” & US Hits Russia’s Oil Giants | BDE 10.31.25
Bill Gates’ latest climate pivot is stirring things up, and the guys are all over it. Kirk, Chuck, and Mark break down why Gates is stepping away from the emissions-on...
Sable Offshore Stalled, BP’s ICC Win, Oil Glut or Tightness?, Waha $0 Gas | BDE 10.18.25
California’s energy mess is heating up, and Kirk and Mark aren’t holding back. They’re calling out what happens when regulators, like the California Coastal Commission...
Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09
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 ...