Big Digital Energy

Iran says it won't sign until all seven of its demands are met, yet crude still dumped on deal chatter and Goldman's new Brent call just caught up to the screen. On Election Day the crew sizes up Talarico vs. Paxton, the Railroad Commission race, betting odds vs. polls, and the data center fight in the governor's race. Plus produced water, Valero restarting the old LyondellBasell refinery, xAI's trailer turbines headed to court, and Exxon and Chevron revenue stacked up against Apple. 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 Cowboys and Arch Manning 04:26 Election Day kickoff 05:23 Oil stuck in Iran deal limbo 08:38 Goldman and the price takers 16:20 Midterms and the blue wave 18:26 Talarico vs Paxton 27:05 The Railroad Commission race 33:40 Governor race and data centers 39:54 Produced water problem 42:38 Data center neighbors and transmission 46:42 Valero revives a dead refinery 49:38 xAI turbines on trailers 55:25 Grid lag and a right to power 58:11 Big oil vs Applehttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.instagram.com/collide.io/ https://www.facebook.com/collide.io/ https://www.linkedin.com/company/collideai

EQT takes out Range Resources and crowns itself the natural gas champion, while Ovintiv buys its way back into the Montney with Logan Energy. An AI lab's S-1 flags behind-the-meter gas risk, SpaceX builds its own pipelines and hires a gas trader, and Amped Energy Solutions bets big on an all-electric frac fleet. Plus the fight over a possible Boca Chica State Park sale, mediators racing to Tehran before the midterms, diesel politics, and Exxon and Chevron earnings on deck. 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 Old Man Coffee Goes to LA 02:47 EQT Takes Out Range 08:54 Ovintiv Heads Back to Canada 16:47 AI and Natural Gas Risk 21:21 Behind the Meter Debate 26:05 Texas Data Center Permits 28:22 Rocket Fuel Is Just Gas 36:09 Amped Electric Frac Fleet 39:37 Permian GORs and Gas Supply 41:25 Boca Chica State Park Sale 48:43 Tehran Diplomacy Scramble 53:21 Diesel and the Midterms 57:38 Exxon and Chevron Earnings 58:40 Next Week and Sign Offhttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

Brent whipsaws on Pakistan mediation hopes while the back of the curve sits in the 60s, which makes 2027 capital planning a mess for producers. New West Texas zones, the Barnett-Woodford, foreign money chasing US LNG, and a call for $250 oil against the peak demand crowd. Trump and Zelenskyy fight over diesel and refinery strikes, Europe enters winter short on gas, California weighs refinery restarts, Finland halts Google, and Venture Global buys its spot in the turbine line. 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 Chuck Meets Andre Agassi 06:01 Brent Whipsaws on Mediation 09:36 Backwardation and 2027 Capex 11:28 New West Texas Plays 13:45 Foreign Money Into US LNG 18:55 The 250 Dollar Oil Call 24:15 China EVs and Oil Demand 27:56 Chuck's Gold Price Call 30:01 Join the Collide Community 32:33 Trump vs Zelenskyy on Diesel 39:44 Europe's Thin Gas Winter 42:54 Longhorns Playoff Hopes 44:58 California Refinery Restarts 49:17 Finland Halts Google 54:04 Texas Permit Pause 56:42 Venture Global's Turbine Playhttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

Houthi strikes on the Riyadh and Abha airports push the Saudi conflict into civil aviation as the WPC Congress opens next door, and Aramco's Amin Nasser warns inventories could take two years to refill. Is Saudi talking its book? Then Trump's Russian diesel deal and whose barrels it takes, whether behind-the-meter gas is really a loophole as data center moratoriums hit Texas and Memphis, and why rising Permian gas-oil ratios make Waha pricing matter more. 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 Texas OU Fallout 04:48 Houthis Hit Saudi Airports 07:49 Nasser's Inventory Alarm 12:22 Saudi Risk Viewer Questions 17:46 Trump Iran and the Saudis 23:23 OPEC vs US Shale 26:58 Trump's Russian Diesel Deal 32:15 Refining Capacity Crunch 33:50 Diesel Outlook From Collide 38:17 Behind the Meter Build Out 44:58 One Energy Story 46:56 Permian Gas Keeps Growing 50:49 Is BTM a Loophole 54:41 Moratoriums Trump and Wahahttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

Europe blinks on diesel after the export ban threat, and the guys argue whether it was the art of the deal or a walk-back, plus why Republicans should force a vote on building refineries. Then trucking bankruptcies and why they might be a good thing, how Delta's Trainer refinery went from punchline to hedge and whether it's time to sell, Saudi Arabia's push to retake Bab al-Mandeb after a secret Camp David meeting, and the Supreme Court hearing Suncor and ExxonMobil v. Boulder. 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 Remembering Eddie Van Halen 02:36 Rice Stadium Sells Its Name 07:47 Diesel Ban Threat and Europe 12:37 Build More Refineries 17:26 Pump Prices and the Midterms 22:44 Energy's Storytelling Problem 23:53 Trucking Bankruptcies Mount 28:07 Why Bankruptcies Might Help 30:23 JB Hunt IPO Stories 33:49 Delta's Refinery Bet 41:48 Saudis, Houthis and Camp David 47:35 SCOTUS Takes Up Boulder 50:29 Chuck's Crocs Countersuit 53:17 Boulder Culture Checkhttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai