Big Digital Energy

Middle East Conflict, Helene Floods, Oil Market Shifts, Wind Auction Shelved | BDE 10.01.24


Listen Later

How does a wind project go from $62 million to a jaw-dropping $102 million? We’re digging into the hidden costs, legal battles, and grid stability issues that are reshaping the economics of renewable energy. From SPP’s fight with a Wyoming wind farm to the harsh realities of inflation and base load requirements, this isn’t the clean-cut green energy story you usually hear. We’ll also break down oil production trends, geopolitical energy shifts, and why offshore wind projects keep running into roadblocks. Featuring insights from Mark Orsano of C6 Capital, this is one conversation you don’t want to miss.

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 watch a video of this episode.
Click here to view the episode transcript.

00:00 - Intro
03:29 - NC Floods, Natural Disasters, Climate Impact
10:17 - 1927 Mississippi River Flood, Historical Floods, Disaster Management
16:19 - Mark Rossano on Oil, Energy Markets, Oil Industry Insights
16:53 - Matt and Mark Rossano on China and the Economy, China Economic Trends, Global Economy
21:44 - What Does This Mean for OPEC+, OPEC Strategies, Oil Production
25:35 - China’s Economy, Economic Growth, Trade Relations
33:05 - US Oil Supply, Energy Supply Chain, Oil Market Dynamics
35:08 - Middle East Peace, Geopolitical Issues, Regional Stability
38:36 - Where Could This Go Wrong, Risk Assessment, Future Predictions
44:00 - Does the US Election Matter, Political Impact, Election Analysis
47:51 - Reagan Showing Gaddafi His House, Historical Relations, Political History
48:19 - How Deep Are the Bunkers, Military Strategy, National Security
49:03 - Offshore Wind, Renewable Energy, Sustainable Solutions
52:36 - Quality Control Failures, Industry Standards, Manufacturing Issues
57:06 - Hurdle Rates, Investment Analysis, Financial Metrics
59:25 - Colin’s Tribute to Scott Gale, Remembrance, Personal Tribute

https://www.instagram.com/digitalwildcatters/
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

...more
View all episodesView all episodes
Download on the App Store

Big Digital EnergyBy collide.

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

14 ratings


More shows like Big Digital Energy

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,070 Listeners

Oil and Gas This Week by Mark LaCour & Paige Wilson

Oil and Gas This Week

538 Listeners

Currents by Norton Rose Fulbright

Currents

125 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

799 Listeners

Oil and Gas Startups Podcast by collide.

Oil and Gas Startups Podcast

259 Listeners

POWERS by Chris Powers

POWERS

501 Listeners

My First Million by Hubspot Media

My First Million

2,651 Listeners

Excess Returns by Excess Returns

Excess Returns

89 Listeners

The Trevor Rose Podcast by Mr. Rose

The Trevor Rose Podcast

15 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,912 Listeners

What The Funk? by collide.

What The Funk?

84 Listeners

The HC Commodities Podcast by Paul Chapman, HC Group

The HC Commodities Podcast

150 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

436 Listeners

Chuck Yates Got A Job by collide.

Chuck Yates Got A Job

112 Listeners

Catalyst with Shayle Kann by Latitude Media

Catalyst with Shayle Kann

266 Listeners

Moneywise by Hampton

Moneywise

654 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

473 Listeners

Energy Tech Startups by collide.

Energy Tech Startups

3 Listeners

Energy Bytes by collide.

Energy Bytes

4 Listeners

Energy 101: We Ask The Dumb Questions So You Don't Have To by collide.

Energy 101: We Ask The Dumb Questions So You Don't Have To

4 Listeners

Energizing Bitcoin & Ai by Justin Ballard & Jake Corley

Energizing Bitcoin & Ai

14 Listeners