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Big Digital Energy

Big Digital Energy

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Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.2025 Digital Wildcatters, Inc Política y Gobierno
Episodios
  • Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26

    Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26
    Jan 10 2026

    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.

    Click here to watch a video of this episode.

    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


    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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    1 h y 9 m
  • Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25

    Can Venezuela Replace the Permian? Not a Spigot + What to Watch Next | BDE 01.09.25
    Jan 9 2026

    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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    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


    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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    1 h
  • Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25

    Public E&P Is Broken, Cambridge Activism, & Why Energy Stocks Stay Unloved | BDE 12.24.25
    Dec 24 2025

    Trading rigs and rock samples for spreadsheets and shareholder battles, Mark Viviano, CFA from Kimmeridge walks through how he stumbled into energy investing, why shale rewired valuation thinking, and how the sector managed to grow like crazy while lighting free cash flow on fire. The convo hits consolidation, why big institutions mostly hide in the top names, and why activism plus a technical bench might be the only way to get boards to move faster.

    Click here to watch a video of this episode.


    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 view the episode transcript.

    00:00 Safe harbor and why this convo exists
    01:15 Mark’s path into investing
    03:05 Building credentials and breaking into research
    05:16 Landing on the energy team
    08:03 Conventional to shale and valuation shifts
    13:18 The negative free cash flow era
    16:29 Why energy shrank inside the S&P
    17:24 Too many public E&Ps and consolidation
    20:18 Institutions hug the biggest names
    23:06 Expertise drain and small caps struggle
    28:54 Leaving Wellington and joining Kimmeridge
    32:03 Why activism matters in energy
    37:05 Timing the move into 2020
    40:10 How activism fits the sector today
    47:57 Portfolio quality over top down labels
    57:39 Gas, power, and AI data center demand
    01:01:11 New revenue streams and the next cycle

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    1 h y 7 m
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