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  • Crude is down, Trump & Putin, EPA CO2 repeal, Enverus sale | BDE 08.11.25
    2025/08/12

    Orsted’s massive $9.5 billion rights offering has the wind power world buzzing and not in the way they’d like. Chuck and Mark unpack how the company got here, from ballooning costs and tangled supply chains to rising interest rates that make financing a nightmare. They look at why the Danish government is stepping in with a taxpayer-backed bailout, what it means for big-ticket projects like Sunrise Wind off Long Island, and how turbine lifespan concerns add another layer of risk. It’s a no-fluff look at the collision of green energy ambitions with political, financial, and regulatory reality and why this moment could reshape the future of wind power.

    Click here to watch a video of this episode.


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    00:00 - Ørsted Rights Offering
    09:28 - Oil Prices Trends
    20:29 - Ukraine Conflict Update
    23:57 - Economic Sanctions Impact
    24:37 - Offshore Brazil Developments
    26:39 - EPA CO2 Endangerment Finding Explained
    34:10 - Career Playbook: Oil and Gas Industry
    37:20 - Maintaining Expertise in AI Era
    46:17 - Enverus Acquisition for $6.5B
    49:08 - Blackstone Acquisition Insights
    51:19 - RS Energy Overview
    55:05 - Farewell and Closing Remarks

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    57 分
  • BP hits their biggest oil discovery in a decade | BDE 08.06.25
    2025/08/06

    BP just hit what might be their biggest oil discovery in a decade, and it’s turning heads. We’re talking about a massive hydrocarbon column in Brazil’s Santos Basin, promising structure, but also some tricky CO2 and infrastructure questions that could slow things down. We unpack what this means for BP’s game plan going forward, especially as they try to thread the needle between growth and transition. And if you're into energy market shakeups, this one’s worth your radar. Plus, a little teaser: we’re hosting a live session Monday to talk through all the hot headlines and answer your questions in real time.

    Click here to watch a video of this episode.


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    00:00 - Intro
    01:08 - BP oil discovery
    11:05 - Music talk

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    16 分
  • wind farm drama, EU trade, Palisades nuclear plant, Baker Hughes acquisition | BDE 07.30.25
    2025/07/31

    Dead whales, wind farms, and Nantucket drama, what's really happening off the South Shore? From plummeting property values to environmental consequences like fiberglass debris and whale deaths, we break down the chaos surrounding the controversial wind farms. Dive into the heated debates between local residents, the Nantucket select board, and Vineyard Wind, the company behind this turbulent project. Is this clean energy venture worth the cost, or is it a colossal mistake? Tune in for a no-holds-barred discussion on energy policy, environmental impact, and the unintended consequences of industrializing pristine marine environments. Don’t miss this wild ride through politics, property, and power!

    Click here to watch a video of this episode.

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    00:00 - Intro
    00:27 - Nantucket Sound Offshore Wind Farm
    05:51 - Trump’s Scottish Golf Course
    09:51 - Vineyard Wind 1 Update
    13:50 - US-EU Trade Deal
    20:35 - Sanctions on Russia
    25:34 - Palisades Nuclear Facility Restart
    28:35 - Streamlining Nuclear Permitting
    36:18 - Baker Hughes Acquires Chart Industries
    39:21 - Bill Gates’ Hydrogen Superyacht Investment
    40:57 - What Would You Do If You Were a Billionaire?
    44:11 - In Memoriam
    47:55 - Have a Great Week

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    49 分
  • CA's refining crisis, PJM capacity, China's $167B dam | BDE 07.25.25
    2025/07/25

    California’s losing refineries, the East Coast grid is running tight, and everyone’s asking, can distributed power actually save the day? In this episode, I break down what’s shaking up the U.S. energy scene, from gasoline price shocks and a shrinking shale rig count to the strain on PJM’s capacity market. We also take a look at how China’s massive hydro play fits into the global picture, and where companies like Chevron and ExxonMobil are betting on automation. If you care about grid resilience, oilfield shifts, or the future of local energy generation, this one packs it all in.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    00:00 - Intro
    00:15 - California Refinery Crisis
    08:40 - PJM Capacity Auction Insights
    18:46 - China’s Motuo Hydro Project Overview
    22:14 - Oil Production Challenges for Have-Nots
    26:05 - Need for Energy Subsidies
    26:57 - Tribute to Ozzy Osbourne
    28:41 - Conclusion and Wrap-Up

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    30 分
  • Trump's $90 billion energy plan, Texas pipelines, Chris Wright, Jeffrey Epstein | BDE 07.18.25
    2025/07/17

    Everyone’s talking about AI like it’s all GPUs and algorithms, but the real story? It’s energy. In this video, we break down how the U.S. is quietly turning its energy dominance into an AI advantage. We’re talking big moves from Pennsylvania to Texas, natural gas, nuclear, and renewables coming together to fuel the AI arms race. We get into the details on the Homer City Giga Campus, why EQT and ExxonMobil are making strategic bets on shale, and how forgotten gas like Waha could be the secret weapon for powering tomorrow’s data centers. This is about more than tech, it’s a full-blown national strategy. If AI is the new Manhattan Project, America’s energy muscle might just be its most powerful asset.

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    Click here to watch a video of this episode.
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    00:00 - Intro
    01:21 - Pennsylvania Energy Innovation Summit
    11:35 - Exploration & Production Sector Update
    14:39 - Texas Pipeline Developments
    23:15 - Chris Wright Industry Update
    27:27 - SPR Zinc Contamination Issues
    30:55 - Upstream vs Downstream Dynamics
    35:35 - Shell's Market Appeal
    39:20 - Epstein Case Overview
    45:40 - Matt Benassi Insights
    48:40 - Notable List Discussion
    49:22 - Media Coverage of Epstein Case
    51:33 - Conclusion and Wrap-Up

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    53 分
  • the horrifying Texas floods | BDE 07.10.25
    2025/07/10

    St. Peter's Episcopal Church Flood Relief Fund:
    https://www.stpeterskerrville.com/give

    Kerr County Flood Relief Fund:
    https://cftexashillcountry.fcsuite.com/erp/donate/create/fund?funit_id=4201

    The Texas floods hit hard, and this episode gets real about what that looked like on the ground. We talk about the heartbreaking moments, the lives forever changed, and the absolute guts shown by folks who stepped up when it mattered most, like camp counselors risking it all to save kids. It’s a raw and personal look at what those camps along the Guadalupe mean to so many of us, and how this community showed up with grit and grace in the face of tragedy.

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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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    00:00 - Intro
    02:41 - Texas Floods: Impact and Response
    03:45 - Unique Aspects of the Area
    05:48 - Surreal News Coverage
    07:59 - Impact of Camps on Community
    10:49 - Camp Drop-Off Memories
    12:55 - The Yates Girl Connection
    13:08 - Camp Counselors' Heroism
    17:05 - Avoiding Political Discussions
    20:30 - Jonathan McComb's Story
    23:58 - How to Donate
    25:15 - No Magic Solutions
    25:50 - Concluding Thoughts
    26:50 - Supporting Those in Need
    27:25 - Search and Recovery Efforts
    29:30 - Personal Messages of Support

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    31 分
  • The Truth Behind the Big Beautiful Energy Bill | BDE 07.03.25
    2025/07/03

    The Big Beautiful Energy Bill just passed and let’s just say it’s not all sunshine and wind turbines. We’re unpacking what’s really going on here: why some renewables are suddenly less loved, how oil and gas somehow walked away smiling, and what Alaska had to do with any of it. There’s tax talk (don’t worry, we make it make sense), political chess moves, and a look at what this means for companies like Chevron and Exxon. Oh, and we didn’t forget about nuclear (especially the bite-sized kind) or how AI is creeping into your energy grid. If you’ve got questions about the future of natural gas, energy markets, or what this bill means for your lights staying on—this one’s for you.

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    00:00 - Intro
    00:38 - Big Beautiful Bill: Key Provisions
    11:23 - Elon vs. Yellen: Economic Growth Insights
    21:05 - Mexico Oil Production Trends
    22:44 - EIA 914 vs. High Frequency Data Analysis
    28:38 - World's Largest Data Center
    32:39 - Equity Payments for Nuclear Energy
    35:29 - Future Outlook: Let's Wait and See
    40:21 - ERCOT: Wind and Solar Preferences
    43:14 - Texas Off-Grid Energy Solutions
    47:10 - DOE Loan Program Overview
    49:20 - Government Funding Opportunities
    53:13 - Conclusion and Goodbye

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    55 分
  • Israel vs Iran: What's Next for Energy Markets?
    2025/06/16

    The Israel-Iran conflict is shaking up the global energy landscape, and the effects are being felt from crude oil prices to gas supplies. Tensions are rising, with everything from potential strikes on nuclear sites to the threat of oilfield infrastructure being caught in the crossfire. We’re talking about the risks to key spots like the Strait of Hormuz, how OPEC is reacting to the situation, and how American shale production could play a big part in keeping things stable. It's a high-stakes game where energy security is on the line, and we’re looking at what could happen if things escalate, whether through direct retaliation or proxy moves. We’ve got you covered on how this all could shake out and what it means for the future of energy markets.

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    00:00 - Israel Strikes Iran
    07:29 - Oil Market Reaction
    17:27 - Conflict Resolution Strategies
    26:56 - US Oil Production Trends
    31:10 - Regime Change Motivations in Iran
    35:00 - US Energy Policy and Electric Vehicle Mandate
    38:50 - Israel and Hamas Conflict Analysis

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    42 分