Big Digital Energy

By collide.

Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.... more

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How many episodes does Big Digital Energy have?

The podcast currently has 197 episodes available.

Big Digital Energy episodes:

May 03, 2024 FTC to approve Pioneer Exxon deal, but...

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7min
April 30, 2024 Self driving cars, transmission line protests, Permian Basin deteriorating | BDE 04.30.24

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0:00 Introduction and Initial Discussion
0:23 Tesla's Self-Driving Features and Safety Concerns
2:02 Trust in Machine vs. Human Drivers
4:18 Challenges and Future of Self-Driving Cars
7:32 Scaling of EV Charging Infrastructure and Technologies
11:01 EV Charging Business Models and Consumer Experience
15:26 Mining Industry Dynamics and Environmental Impacts
20:10 Regulatory and Environmental Challenges in Energy Projects
24:03 Environmental Activism's Impact on Different Energy Sectors
27:53 Historical and Future Challenges in Oil and Gas Industry
35:22 Community Involvement and Future Initiatives in Water Management
38:19 Political Influences on Energy Policies and Market Dynamics
41:14 European Energy Strategy and LNG's Role
44:20 Energy Company Strategies and Market Dynamics
47:34 Conclusion and Future Events
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49min
April 23, 2024 Big Digital Nuclear, Tesla Cybertruck recall, used EVs, leasing costs | BDE 04.23.24

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0:00 Introduction to Earth Day Celebration and Guest Introduction
0:21 Guest's Background and Consulting Work
0:39 Preferences in Pizza Styles
0:55 Guest’s Naval Background and Submarine Command
1:11 Guest’s Academic and Career Path in Nuclear Engineering
1:30 Experiences and Stories from Navy Life
1:51 Curiosity About Nuclear Submarine Controls
2:11 Learning About Electrolysis and Nuclear Submarines
2:33 Family Connections in Nuclear Submarines
2:54 Work Schedule and Lifestyle on Submarines
3:15 Use of Technology in Oil and Gas Companies
3:33 Discussion on Nuclear Energy and Data Centers
3:52 Details on a New eSIM Solution and Earth Day Celebrations
4:21 Perspectives on Smart Technology and Data Centers
4:42 Energy Demands in High-Performance Computing
5:12 Discussion on Nuclear Energy and Natural Gas
5:34 Historical Context of Nuclear Submarine Technology
5:52 Advantages of Small Modular Reactors
6:09 Shift in Nuclear Industry Post-Fukushima
6:32 Transition to Natural Gas and Role of AI in Nuclear Technology
7:19 Regulatory Challenges in Nuclear Energy
7:36 NRC Licensing and Regulatory Burdens
7:56 Influence of Tech Industry on Energy Policies
8:14 Discussion on Regulatory Frameworks in Energy Sector
8:37 Challenges in Bringing Small Modular Reactors to Market
9:15 Comparisons Between Energy Sources and Regulatory Impacts
10:05 The Role of Regulatory Bodies in Energy Infrastructure
10:30 Discussion on NRC's Influence and Political Inertia
11:27 The Role of AI in Energy and Potential Changes in Nuclear Regulation
12:15 Cost and Impact of Nuclear Submarines
13:15 Energy Output and Fleet Size of Nuclear Submarines
13:34 Realities of Nuclear Submarine Costs Compared to Drill Ships
14:16 Discussion on Offshore Platforms and Energy Costs
15:13 The Influence of AI on Energy Sector Economics
15:55 Potential for Bitcoin Mining to Drive Energy Demand
16:16 Discussion on High-Performance Computing and Energy Demand
17:13 Innovative Approaches in Space Energy Technologies
18:23 Investment Trends in Energy and Discussion on High-Grade Heat
19:16 Safety and Rigor in Nuclear Submarine Operations
20:23 Discussion on Fusion Energy and Technological Progress
21:43 The Role of AI in Advancing Material Sciences and Energy
22:25 Potential Investments in Fusion Technology
23:25 Future Discussions on Computing and Energy
24:34 Social Media and Tech Influence on Energy Knowledge
25:16 Evolution of Energy Production Technologies
26:11 Discussion on Distributed Power and Market Dynamics
27:18 Global Oil Discoveries and Their Impact on Energy Markets
28:07 Big Tech's Strategy in the Semiconductor and Energy Sectors
29:11 Discussion on Tesla and Electric Vehicle Market Dynamics
30:13 Viability and Challenges of Small Modular Reactors in Vehicles
31:10 Market Dynamics in the Electric Vehicle Sector
32:06 Challenges with Electric Vehicle Charging Infrastructure
33:23 Future of Autonomous Vehicle Technology and Charging Networks
34:07 Recent Developments in Energy Policy and Regulation
35:17 Federal Actions on Energy Leasing and Environmental Policies
36:13 Infrastructure and Mineral Exploration in North America
37:22 Political and Economic Implications of Energy Policies
38:35 Samsung's Investment in Semiconductor Manufacturing in Texas
39:41 Local Reactions to Infrastructure Developments in Austin
40:24 Discussion on Energy Needs and Industrial Capacity
41:00 Size and Logistics of Transporting Submarines
42:25 The Role of Nuclear Submarines in Modern Warfare
43:06 Personal Experiences and Anecdotes from Submarine Service
44:14 Recent Oil Discoveries and Their Implications
45:42 The Continuing Importance of Oil in Global Energy Markets
47:02 Public Perception and Regulation of Oil Drilling in Urban Areas
48:09 Recap of Energy Technology Night and Upcoming Events
49:40 Conclusion and Thanks to Guests and Listeners
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52min
April 10, 2024 Solar eclipse, Nuclear energy, pipeline developments | BDE 04.10.24

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0:00 Introduction and Reflections on BDE's Download Record
0:30 Recap of World Series of Poker and Oil Industry Vibes in Vegas
0:59 Recovery from Vegas and Unresponsiveness
1:24 Speculations on Chuck Yates' Whereabouts and Eclipse Talk
1:46 Funny Eclipse Activities and Preparations in Texas
2:07 Hotel Pricing Surge During Eclipse Viewing in Texas
3:18 Eclipse Visibility Issues and Recurrence Frequency
3:44 Eclipse-Related Events and Traffic Fatalities
5:10 Hank Aaron's Home Run Record Anniversary and Baseball Trivia
6:29 Reflections on Hank Aaron's Achievement Amidst Racial Tensions
7:09 Baseball Season Opening and Milo Hamilton's Commentary on Hank Aaron
8:01 Discovery of Venus de Milo and Marketing in Art
8:38 Discussion on Nuclear Facility Reboot in Michigan
9:57 Comparing Nuclear and Solar Energy Contributions
10:28 Challenges with NRC Approvals for New Nuclear Technologies
11:55 Experience with High Reliability Operations in Nuclear Submarines
12:37 Safety and Reliability in Nuclear Navy vs. Civilian Nuclear Power
13:06 Radiation Exposure Limits and Nuclear Safety Comparisons
14:04 Diamondback's Interest in Micro Nuclear Reactors for Oil Fields
15:28 Minimal Damage from Nuclear Accidents and Japan's Nuclear Restart
17:07 France's Nuclear Energy Export Impact on European Renewable Energy
18:08 Amazon's Interest in Nuclear Power for Data Centers
19:13 US Oil Production Trends and Predictions
20:24 IEA's Reporting Discrepancies and Potential Plateau in US Oil Production
22:07 Adjustments to US Oil Production Data and Implications
23:51 Permian Basin's Role in Global Oil Supply
24:15 Historical Growth and Technology Advances in US Oil Production
25:47 Global Oil Production Trends Excluding Major Producers
26:25 The Impact of 2020 Production Shut-ins on Reservoir Performance
27:31 Reservoir Management Practices and Production Optimization
29:35 Debate on Peak Oil Theory and Price Dependency of Oil Production
33:30 Discussion on Scope 3 Emissions and Legal Challenges for Shell
37:15 The Potential Positive Impact of Scope 3 Emissions Awareness
38:11 Pipeline Developments in the Permian Basin
41:03 Misattributing Earthquake Causes to Climate Change
43:13 Kuwait Parliament Elections and Government Structure
45:27 Political Stability and Progressive Governance in Kuwait
46:17 Closing Remarks and Invitations for Feedback

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48min
April 02, 2024 Guyana's President own BBC, Baltimore bridge collapse, western hypocrisy | BDE 04.02.24

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Steam Power video:
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0:00 Introduction and Overview
0:30 Bitcoin Mining and High-Performance Computing Discussion
1:01 Energy Asset Value Extraction Insights from Empower Conference
1:22 Legitimacy of Bitcoin Mining as Infrastructure
1:37 Bitcoin Miners and AI Space Exploration
1:57 Dilemma of Replacing Mining Equipment for AI Compatibility
2:19 Future of Bitcoin and GPU Mining in Energy Sector
2:45 AI's Demand for Capacity and the Potential of Stranded Energy
3:06 Flexibility and Dispatchability of Bitcoin Mining
3:40 Future of GPU Clusters and Load Distribution Innovations
4:05 Exploring New Technologies for Load Management
4:37 Vision for Self-Reliant AI Computing Infrastructure
5:19 Recap of Empower Conference Insights
5:38 Importance of Continuing Empower Events
6:22 Amalgamated Sludge's Innovative Mining Operation
7:01 Potential of High-Performance Computing Growth
7:29 Empower Conference Presentation Highlights
7:54 Financial Comparison of Traditional Energy vs. Bitcoin Mining
8:19 Neuralink's First Human Patient Experience
9:11 Early Adopters of Technology: Gamers and Bitcoin Users
9:51 Privacy Concerns with Worldcoin's Proof of Personhood
10:06 Neuralink's Potential Impact on Human Evolution
10:31 AI and Humanoid Robots Discussion
10:53 Energy Market Update and Crude Oil Analysis
11:44 Impact of Ukraine-Russia Conflict on Energy Markets
12:32 EIA's Forecast on US Oil Production Growth
13:31 Oil Production and Refining Capacity Concerns
14:21 Political Risks in Energy Markets During Election Year
15:03 Speculations on Future Crude Oil Prices
16:25 Transportation and Supply Chain Disruptions
17:14 Infrastructure Challenges and Emergency Response
18:23 Guyana's President Defends Oil Production Plans
19:16 BBC Interview Highlights Guyana's Environmental Contributions
20:46 Guyana's Forest Carbon Sink and Western Hypocrisy
22:02 Guyana's Preservation of Biodiversity and Economic Prosperity
23:37 Guyana's Role in Global Energy and Environmental Context
24:25 Discussion on Carbon Credits and Environmental Value
25:19 Guyana vs. Western Countries' Environmental Policies
26:31 Future Directions for Guyana's Energy Sector
27:23 Respecting Sovereign Nations' Rights to Resource Development
28:09 Guyana's Stand Against Condescending Western Attitudes
29:01 The Impact of Technology and Best Practices in Energy Development
30:06 Guyana's Leadership in Sustainable Resource Management
31:04 Potential Collaborations and Media Attention on Guyana
32:00 Sweden's Wind Power Industry Challenges
33:04 Financial Struggles of Sweden's Largest Wind Farm
34:14 Discussion on Sustainable Energy Solutions and Challenges
35:26 Historical Energy Systems and Innovations
36:08 Potential for Distributed Energy Resources Development
37:22 Digital Wildcatters at the Texas Children's Houston Open
38:29 Insights and Predictions for the Energy Industry from Golf Event Discussions
39:51 Automation and AI's Role in the Future of Drilling Operations
41:10 Technological Advancements in the Oil and Gas Industry
42:23 Helicopter Safety and Operations in the Offshore Industry
43:11 Experience with Helicopter Escape Procedures
44:14 Airline Fuel Management Practices and Environmental Impact
45:22 Discussion on Efficiency and Safety in Transportation
46:43 Innovations in Personal Flying Devices and Their Potential
47:37 Closing Remarks and Invitation to Crawfish Boil Event
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49min
March 26, 2024 Empower 2024, Ceraweek, Immigration, Political Corruption | BDE 24.03.26

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0:00 Introduction and Opening Remarks
0:24 Golf Tournament Discussion and Team Achievements
1:09 Upcoming Power Event and Ticketing Humor
1:36 Future Content Plans and Audience Engagement
1:58 Viral Video of Immigrants and Social Media Reaction
2:49 Highlighting the Crazy Traffic and Immigrant Situation
3:06 Humor and Legal Observations on Transportation
3:27 Personal Anecdotes and Social Commentary
4:04 Discussion on Immigration and Biden Administration Policies
5:00 Personal Stories from the Border and Humanitarian Concerns
6:05 Political Commentary on Immigration Strategies
7:00 Suggestions for Political Tactics and Historical Examples
8:15 Discussion on the Complexity of Immigration and Historical Precedents
9:14 Empathy for Immigrants and the Need for Legal Reforms
10:02 Concerns About Illegal Activities and Human Trafficking
11:24 Encounters with Human Trafficking and Cartel Activities
12:08 Security Risks at the Border and Smuggling Incidents
13:20 Ceraweek Discussion and Energy Transition Commentary
14:29 Industry Leaders on the Challenges of Net Zero Transition
15:25 External and Internal Opposition to Energy Transition Plans
16:28 Insights on Global Energy Needs and the Role of Developing Countries
17:27 Bill Gates' Remarks on the Energy Transition and Houston's Role
18:19 Exclusive Interview Insights from Chevron CEO
20:25 Discussion on Subsidies and Long-Term Investment Strategies
22:06 Critical View on Dependency on Subsidies for Business Models
23:21 The Need for Stable Government Policies for Business Planning
24:17 Considerations on Data Center Development and Energy Demand
25:36 Discussion on Power Capacity and Local Government Actions
26:30 Ceraweek Fashion Report and Personal Stories
27:49 Impact of Sewing Machines on Environment and Clothing Industry
30:09 Evolution of Technology and its Impact on Society
31:01 Neuralink Development and Its Potential for Human Evolution
33:14 Future Prospects of Human-AI Integration
34:22 Discussion on Thermal Batteries and Energy Storage Innovations
37:11 Upcoming Elections in Slovakia and Senegal
38:15 Parliamentary Elections in India and Political Corruption Discussion
50:38 Conclusion and Farewell
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52min
March 19, 2024 Boeing & Twitter sucks, Saudi Aramco CEO, Exxon vs. Hess and Chevron | BDE 03.19.24

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0:00 Introduction and Spring Break Stories
0:20 London and Amsterdam Adventures: Traffic Surprises
0:37 Bicycle Culture in Amsterdam
0:55 Bike Theft and Canal Dredging in Amsterdam
1:19 Travel Experiences and European Lifestyle
1:33 Renewable Energy Observations in Europe
2:00 Reflecting on the 100th Episode and Podcast Evolution
2:22 Nostalgia and Changes in Podcast Format
2:42 Missing Co-hosts and the Importance of Numbers in Discussions
3:18 Ceraweek and Saudi Aramco CEO's Remarks on Oil Investment
4:13 Energy Transition Debate and Saudi Aramco's Position
4:42 Political Messaging and Energy Policies
5:00 Middle Eastern Diplomacy and Unusual Bonding over Video Games
5:59 Exxon vs. Hess and Chevron: Legal Disputes over Oil Deals
6:20 The Legal and Strategic Aspects of Oil Industry Mergers
7:16 Historical Context of Joint Operating Agreements
8:27 Exxon's Public Stance on Not Acquiring Hess
9:03 Discussion on the Importance of Clean Energy Investment
10:35 The Cost of Clean Energy and Consumer Willingness to Pay
11:12 Pricing Clean Gasoline and Airlines' Carbon Credits
12:00 Boeing Whistleblower Conspiracy
12:24 Public Statements on Personal Safety
12:44 Toby Rice and EQT's Acquisition Strategy
13:34 Natural Gas Demand, Storage, and Hedging Strategies
14:04 The Evolution of Hedging in the Energy Industry
14:52 Investor Preferences for Direct Commodity Exposure
15:13 Oil and Gas Investments as Part of a Diversified Portfolio
16:53 Real Estate Commission Controversies and the Value of Agents
18:28 Impact of Technology on Real Estate and Job Market
19:15 The Role of Online Platforms in Real Estate
20:16 Innovative Investment Strategies and Legal Challenges
21:09 Discussion on Government Corruption and Political Elections
22:09 Marathon Digital's Acquisition of a Bitcoin Mining Facility
23:13 Consolidation in the Bitcoin Mining Industry
24:23 Discussion on Twitter's Search Functionality and Information Access
25:46 The Importance of Search Functionality in Social Platforms
27:06 Critique of Government Interference in Social Media
29:00 The Impact of the Internet on Global Politics and Information Exchange
31:15 Observations on International Elections and Political Trends
34:26 The Influence of Western Culture on Global Political Shifts
37:58 The Role of Information Access in Shaping Societal Beliefs
39:10 Announcements: Empower Event and New Version of Collide

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42min
March 05, 2024 Google Controversy, Humanoid Robots, Iran Elections & OPEC | BDE 03.05.24

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0:00 Introduction and Weekly BTC Update
0:23 Merchandise and Midland Trip Recap
1:03 Weather Changes and Journey to Midland
1:27 Impacts of Fires on Oil Leases
2:09 Observations on Fire Speed and Containment
2:28 Midland Accommodations and Arrest Experiences
3:06 Potential Road Show in Midland and Texas
4:14 Catching Up on Energy News After Midland
4:35 Revisiting Nicknames and Anecdotes
4:59 Introducing "Shaq Slap" Nickname
5:28 OPEC's Decision and Global Oil Dynamics
6:00 UAE's Capacity and Internal OPEC Agitations
7:10 Presidential Campaign and Oil Prices
7:36 US Oil Stock Increase and Global Dynamics
8:21 Saudi Arabia's Production and Economic Reform
9:04 Historical Rig Count Discussion and Excess Capacity
9:35 The Importance of $100 Oil for Saudi Economic Plans
10:21 Remembering Previous Discussions and The Einstein Quote
11:02 Reevaluating Oil and Gas Norms Post-COVID
12:33 The Impact of Shutting In Shale Wells
13:24 Benefits of Shutting In Wells and Reservoir Health
14:22 Theoretical Discussions on Reservoir Management
15:01 Changing Work Habits and Its Effect on Energy Demand
15:18 Virtual Court Speed Improvements During COVID
16:20 Josh Boone's Insight on Natural Gas Market Dynamics
17:32 AQ T's Production Curtailment Announcement
18:12 Strategic vs. Tactical Decisions in Gas Production
19:06 Collusion and Production Strategy in the US Market
20:25 Reasons Behind Continued Production Despite Low Prices
21:18 Investor Reactions to Production Decisions
22:00 Comparing OPEC's Strategy with Independent Producers
22:24 Discussing Optimal Capital Structure for Upstream Exploration
23:04 The Shale Revolution and Its Impact on Production Strategy
24:13 Banking and Financing Challenges in the Shale Industry
25:13 Market Leadership and Strategic Production Cuts
26:06 Impact of Humanoid Robots on Energy Consumption
27:01 FairVote Energy's Geothermal Advancements and Funding
28:28 Potential Discussion on Geothermal Energy
29:28 Figur's Humanoid Robot Funding and Competition with Tesla
30:02 Comparison of Humanoid Robots to Human Labor
31:22 Energy Demand Projections Considering Technological Advances
32:16 Personal Anecdotes and Insights on Technology and Energy
33:58 The Evolution of Nvidia from GPUs to AI Leadership
35:11 The Future of Energy Demand and Technological Development
36:17 Iran's Parliamentary Elections and Political Dynamics
37:06 Global Emissions Trends and Renewable Energy Discussions
38:39 Debating the Efficiency of Wood Pellets as Renewable Energy
39:56 The Absurdity of Shipping Wood Pellets Across the Ocean
41:20 Parenting Tactics and Disciplinary Measures
42:24 The Irony of Classifying Wood Pellets as Green Energy
43:10 Initial Thoughts on the Movie Dune and Its Premise
44:28 Historical Context of Iran Pre- and Post-Revolution
45:25 Implications of Iran's Parliamentary Election Results
46:29 Discussion on Google's Image Generator Controversy
47:51 Analysis of Google's Corporate Culture and Challenges
49:07 Awarding Google the "Finger of the Week" for Controversies
50:42 Closing Remarks and Upcoming Events

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53min
February 27, 2024 Electric Chinese Ferrari’s, Cracking down on Mining, LNG Mania | BDE 02.26.24

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Click here to view the episode transcript.

0:00 Introduction to BTV Weekly Coverage
0:30 Feedback and Pre-Episode Summary
0:51 Chuck Yates Needs a Job Podcast Mention
1:11 Feedback on Last Week's Show
1:30 Discussion on Show's Content Density
1:50 Listener Feedback on Fluff Content
2:12 Military Symbolism and Mining Movie Discussion
2:33 Pop Culture and Mining Movies
2:57 Court and EnterPlus Merger Discussion
4:22 Historical Perspective on Mergers
4:46 M&A Market Commentary
5:13 Reflections on Past M&A Deals
5:35 Bakken Formation and Oil Production
6:02 Origin Story of Bakken's Development
6:25 Initial Successes in Oil Production
7:02 Bakken's Impact on Industry
7:27 Williston Basin and Mining Methods
7:47 Board Experience with Ian Dundas
8:14 Pump Jack Video Discussion
9:14 Podcast Location Suggestions
9:56 Alan Gilmer's Invitations
10:17 Mining and Market Consolidation
11:01 Bakken's Future and Investment Opportunities
11:38 Interest in Bitcoin Mining
12:16 Power Conference and Bitcoin Mining
13:05 Discussion on Gas Utilization for Bitcoin Mining
13:29 Internet Requirements for Bitcoin Mining
14:32 Importance of Connectivity for Mining
14:56 Transition Back to Main Topics
15:16 Mining Investments by Elliot and Others
16:11 Global Mining Capacity and Market Comparison
17:23 Investment Opportunities in Mining
18:18 Apple's Market Cap and Industry Impact
19:07 Mining's Role in Energy Transition
20:11 Material Costs in EV Manufacturing
21:01 Adjustments in EV Sales Targets
22:16 EV Adoption and Market Observations
23:16 Internal Combustion Engine Efficiency
24:57 Challenges and Predictions for EV Market
26:23 Personal Experience with Tesla
27:04 Future of EV Adoption and Technology
28:15 Tesla's Market Position and Competitors
29:43 BYD's New Luxury Car Announcement
31:17 Discussion on Luxury EV Brands
31:38 Toll Brothers land sale to a data center developer
32:49 Real estate dynamics and data center demand
33:50 Toll Brothers' unexpected offer from a data center developer
34:40 Importance of data center location and infrastructure
35:15 Challenges with cooling and water usage in data centers
36:10 Disclosure of land purchase details
37:26 ASICs for artificial intelligence and energy efficiency
38:18 Data centers' water usage and environmental impact
39:22 US Department of Energy's notice to bitcoin miners
40:13 Local opposition to infrastructure development
41:16 Drilling operations and neighbor relations
42:26 Global natural gas market dynamics
43:19 Pakistan and Iran's pipeline construction
44:33 LNG export capacity and market share
45:53 LNG capacity expansion by Qatar
47:33 Future prospects for LNG market
48:21 Discussion on market share and long-term contracts
49:45 Perspective on coal energy
50:58 Personal anecdote about coal industry discussion
51:45 Highlighting global coal dependency
53:12 Renewable energy versus natural gas and coal
54:20 The extensive pipeline infrastructure in the US
55:28 Overview of elections in Indonesia
57:34 Indonesian election results and controversies
58:33 Indonesian policy towards China and the US
59:00 Closing remarks and acknowledgments

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1h 1min
February 20, 2024 Oil Market Transactions, John Arnold Joins Meta, Winning An Election From Jail | BDE 02.20.24

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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.
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1h 28min

FAQs about Big Digital Energy:

How many episodes does Big Digital Energy have?

The podcast currently has 197 episodes available.