Big Digital Energy

The Persian Gulf just became a live fire zone and crude is barely flinching. What does that tell you about where oil markets really stand? David Pursell, EVP Planning Reserves and Fundamentals at Apache Corporation, joins Kirk and Mark to break down the US strikes on Iran, why this is nothing like Operation Midnight Hammer, what OPEC is actually capable of producing, how strategic reserves are everyone's insurance policy, and whether the real story here is regime change, not barrels.

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0:00 US strikes on Iran and initial oil market reaction
2:50 Shipping disruptions and Strait of Hormuz concerns
5:30 Weeks not days and the case for regime change
7:26 Who actually cares and global market impact
11:35 Iranian oil on tankers and strategic reserves
14:54 OPEC production increases and spare capacity questions
18:48 Strait of Hormuz as a chokepoint
21:03 The regime change problem and keeping the lights on
29:19 Sunni-Shia dynamics and what comes next
34:14 Structurally bearish factors and why the market yawns
41:50 US oil demand growth and fundamentals check
44:04 The IEA critique corner

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Hawk Dunlap, 2026 Republican candidate for Texas Railroad Commission, pulls no punches on zombie wells, produced water injection, and why carbon capture is a taxpayer funded scam. From 27 years of international well control across 100 countries to excavating 150 leaking wells on a Texas ranch, Hawk brings the kind of boots on the ground credibility this conversation demands. The primary is March 3rd.

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0:00 - Intro and Hawk Dunlap origin story
4:46 - Well Control Management and international career
8:19 - The Container Ranch and zombie wells
13:43 - Excavating 150 wells and what they found
18:20 - Litigation, Railroad Commission, and accountability
27:18 - Produced water injection as the defining issue
28:53 - Water recycling and the orphan well fund
36:21 - Orphan well plugging program problems
45:01 - Carbon capture and why Hawk opposes it
56:28 - Railroad Commission name change
1:01:11 - AI and risk assessment for orphan wells
1:12:21 - Campaign trail and closing thoughts

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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 fiberglass recycling site turned wind turbine blade graveyard, and Elon Musk's plan to put AI data centers in space powered by solar panels. They debate whether the space data center concept is real or just Musk messing with software guys, discuss BP suspending share buybacks to reduce debt after their energy transition distraction, and reflect on Expand Energy leaving Oklahoma City nearly a decade after Aubrey McClendon's death, marking the end of an era for the company he built.

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00:00 - Welcome and first concert stories
02:11 - Chevron West Texas ranch settlement
08:27 - Environmental litigation implications
11:12 - Wind turbine blade graveyard lawsuit
17:23 - Green energy waste problem
19:02 - Elon Musk's space AI data centers
24:24 - Building data centers in space
27:35 - Earth's electricity limitations
30:55 - Space compute infrastructure race
33:16 - BP suspends share buybacks
37:38 - Expand Energy leaving Oklahoma City
41:19 - Houston's oil and gas consolidation

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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.

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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

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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.

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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

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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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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

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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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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

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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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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

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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.

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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

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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.

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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

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