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Big Digital Energy

Business & Economics Podcasts

Weekly news in energy covering oil and gas and cleantech.

Location:

United States

Description:

Weekly news in energy covering oil and gas and cleantech.

Language:

English


Episodes
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Warren Buffett, Elon Musk, AI for Geothermal, EV charging | 05.07.24 BDE

5/5/2024
Find us here👇🏼 https://digitalwildcatters.com/ https://www.instagram.com/digitalwildcatters/ https://twitter.com/DWildcatters https://www.tiktok.com/@digitalwildcatters https://www.facebook.com/digitalwildcatters 0:00 Introduction to Personal and Professional Discussions 0:40 Energy Tech Event Planning and Industry Insights 1:26 Upcoming Energy Tech Night and Growth Transition to AI Company 2:13 Team Dynamics and Personal Anecdotes 2:49 Discussion on Mergers and Acquisitions in the Energy Sector 4:53 Importance of Board Meetings and Corporate Decisions 5:13 Berkshire Hathaway Annual Meeting and Warren Buffett's Energy Investments 6:04 Buffett's Views on Energy and Corporate Strategy 7:19 Future of Energy Production and Transmission Requirements 9:04 Apple's Stock Strategy and Leadership in Technology 10:20 Geothermal Energy Innovations and Startup Funding 14:15 Historical Challenges with New Technologies in Oil and Gas 17:19 Testing New Technologies in Practical Field Conditions 19:37 Updates on Electric Vehicle (EV) Infrastructure and Market Challenges 25:26 Market Dynamics and Consumer Choices in the EV Industry 29:04 Recent Developments in Electric Vehicle Market and Brand Dynamics 32:15 Quick News Update on Middle East Situation and Closing Remarks

Duration:00:33:18

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FTC to approve Pioneer Exxon deal, but...

5/3/2024
Find us here👇🏼 https://digitalwildcatters.com/ https://www.instagram.com/digitalwildcatters/ https://twitter.com/DWildcatters https://www.tiktok.com/@digitalwildcatters https://www.facebook.com/digitalwildcatters

Duration:00:05:41

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Self driving cars, transmission line protests, Permian Basin deteriorating | BDE 04.30.24

4/30/2024
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 Find us here👇🏼 https://digitalwildcatters.com/ https://www.instagram.com/digitalwildcatters/ https://twitter.com/DWildcatters https://www.tiktok.com/@digitalwildcatters https://www.facebook.com/digitalwildcatters

Duration:00:47:42

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Big Digital Nuclear, Tesla Cybertruck recall, used EVs, leasing costs | BDE 04.23.24

4/23/2024
Find us here👇🏼 https://digitalwildcatters.com/ https://www.instagram.com/digitalwildcatters/ https://twitter.com/DWildcatters https://www.tiktok.com/@digitalwildcatters https://www.facebook.com/digitalwildcatters Guest⚛ https://twitter.com/BobKoonce 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...

Duration:00:49:58

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Solar eclipse, Nuclear energy, pipeline developments | BDE 04.10.24

4/10/2024
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

Duration:00:46:40

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Guyana's President own BBC, Baltimore bridge collapse, western hypocrisy | BDE 04.02.24

4/2/2024
Find us here👇🏼 https://digitalwildcatters.com/ https://www.instagram.com/digitalwildcatters/ https://twitter.com/DWildcatters https://www.tiktok.com/@digitalwildcatters https://www.facebook.com/digitalwildcatters Steam Power video: https://twitter.com/BrianRoemmele/status/1774679520882343981 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

Duration:00:47:42

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Empower 2024, Ceraweek, Immigration, Political Corruption | BDE 24.03.26

3/26/2024
Find us here👇🏼 https://digitalwildcatters.com/ https://www.instagram.com/digitalwildcatters/ https://twitter.com/DWildcatters https://www.tiktok.com/@digitalwildcatters https://www.facebook.com/digitalwildcatters 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

Duration:00:50:51

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Boeing & Twitter sucks, Saudi Aramco CEO, Exxon vs. Hess and Chevron | BDE 03.19.24

3/19/2024
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

Duration:00:40:06

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Google Controversy, Humanoid Robots, Iran Elections & OPEC | BDE 03.05.24

3/5/2024
https://twitter.com/DWildcatters https://twitter.com/FracSlap https://twitter.com/nimblephatty https://twitter.com/kirkcoburn https://twitter.com/wmarkmeyer 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

Duration:00:51:54

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Electric Chinese Ferrari’s, Cracking down on Mining, LNG Mania | BDE 02.26.24

2/27/2024
https://twitter.com/DWildcatters https://twitter.com/FracSlap https://twitter.com/nimblephatty https://twitter.com/kirkcoburn https://twitter.com/wmarkmeyer 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

Duration:00:59:45

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Oil Market Transactions, John Arnold Joins Meta, Winning An Election From Jail | BDE 02.20.24

2/20/2024
00:00:00:00 Introduction and Talent Announcement 00:00:24:05 Presidential Trivia and Historical Insights 00:01:21:10 Discussion on Past Presidents and Lifespans 00:01:51:25 Diamondback and Endeavor Analysis 00:02:43:27 Oil and Natural Gas Market Dynamics 00:03:34:27 Diamondback's Acquisition Strategy 00:04:26:10 Comparative Analysis of Oil Market Transactions 00:05:20:08 Public Company Valuations and Investment Metrics 00:06:53:25 Impact of European Energy Strategies 00:07:57:01 The Future of BP and Shell in the Energy Transition 00:08:56:22 Discussion on the Permian Basin and Natural Gas Prices 00:10:06:07 Reflections on the Diamondback and Endeavor Deal 00:11:09:19 Future of Energy: Oil, Gas, and Exploration Trends 00:12:17:11 Trading Operations and European Major's Strategies 00:13:25:07 Discussing Energy Prices and Investment Strategies 00:16:22:09 Evaluating Trading Operations and Their Impact 00:17:38:27 Exploring Natural Gas Markets and Pricing 00:20:21:17 The Significance of Energy Deals in Market Valuation 00:22;51;11 The Future of Energy Production and Market Strategies 00:25;39;09 Digital Transformation and AI in the Energy Sector 00:26;41;17 Discussion on Global Election Impacts and Cybersecurity 00:33;34;26 Insights into AI's Role in Political Campaigns and Elections 00:37;17;02 Reflecting on Energy Security and Global Politics 00:43;58;04 The Role of Social Media and AI in Shaping Public Opinion 00:47;24;19 Addressing Challenges in the Energy Sector and Future Outlooks 00:53;56;10 Discussion on AI, Energy Demands, and Electoral Politics 01:00;59;12 Exploring Political Dynamics in Pakistan and AI Innovations 01:07;00;21 Final Thoughts on Energy Policy, Technology, and Global Elections 01:13;42;02 Reflections and Future Implications for Energy and Politics

Duration:01:26:41

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Endeavor & Diamondback, NAPE, Midland Texas, Taiwan Election | BDE 02.13.24

2/13/2024
00:00:00 - Kicking Off Without Mark 00:01:50 - Midland's Sentiments on Acquisitions 00:02:13 - Diamondback's Big Move for Midland 00:03:43 - The Deal's Financials Unpacked 00:04:22 - Acquisition Strategies and Economic Impacts 00:05:44 - Eyeing the Market's Reaction 00:07:18 - The Legend of Autry and Big Dog Drilling 00:09:07 - Digital Wildcatters and the Digital Dude Debate 00:11:34 - From Field to Digital: Navigating New Territories 00:12:16 - Speculations and Strategic Moves in the Oil Industry 00:15:13 - The Marketing Genius Behind One World Petroleum 00:17:02 - The Oil Community: A Blend of Humility and Grandeur 00:18:01 - Entertainment and Auditions: A Glimpse into Personal Pursuits 00:20:03 - Weather Woes and the Impact on Energy Events 00:22:21 - The Evolution of Industry Gatherings 00:26:35 - Debating the Economics of Energy Transition 00:29:06 - Corporate Social Responsibility and the Fashion Industry 00:31:11 - The Politics and Economics of Carbon Taxing 00:39:24 - Global Politics and Energy: The Taiwan Election

Duration:00:47:45

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NAPE, Drones, Wars, and Oil: A New Era, Elections and Energy | BDE 02.06.24

2/6/2024
00;00;00;00 - Kicking Off with NAPE Shenanigans 00;01;06;28 - Diving Into Silicon Valley Vibes 00;01;28;26 - Tackling the Energy Sector's Latest 00;04;11;08 - Oil Prices: Predictions and Ponderings 00;07;26;24 - Drones, Wars, and Oil: A New Era 00;10;18;21 - A Nostalgic Look at Energy and Wars Past 00;13;24;20 - Election Year Energies and Expectations 00;15;55;19 - Tech's Big Role in Tomorrow's Energy 00;17;35;14 - Around the World: Elections and Energy 00;25;21;14 - Wrapping Up and Gearing Up for NAPE

Duration:00:33:23

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NFL, Crude Shorts, Louvre Vandalism, EV Bus Fails | BDE 01.29.24

1/30/2024

Duration:00:42:06

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Texas Freeze 2024, Exxon drama, Davos Highlights | BDE 24.01.23.24

1/23/2024
[00:00:00] Back with Eminem Jokes! [00:00:23] Super Bowl Hype and Cultural Gaps [00:00:46] Storm Stories and Power Grid Talk [00:01:45] Renewables Debate and Twitter Battles [00:02:08] Breaking Down the Energy Mix During the Storm [00:03:06] Freezing Problems and Smart Solutions [00:04:01] Local Energy Politics and Quirks [00:05:08] Global Energy Scenes and Big Picture Stuff [00:06:24] Energy Market Moves and Future Bets [00:07:19] Cool Energy Projects and Innovations [00:08:15] Deep Dive into Energy Market Dynamics [00:09:37] Energy Data: Truth vs Bias [00:10:36] Exploring the World for Energy [00:12:06] Predicting the Energy Future [00:14:52] Tech and Treasure Hunts in Energy [00:16:27] Where's the Money in Energy? [00:18:12] What's Next in Energy Tech? [00:19:27] Energy Giants: Strategies and Moves [00:21:33] Exxon Drama [00:24:41] Shareholders Stirring the Pot in Energy Companies [00:27:46] Global Energy Decisions: What's Next? [00:30:55] Davos Highlights and Energy Talks [00:33:36] US energy & Donald Trump [00:37:47] World's Energy Security and Big Decisions [00:41:46] Global Votes and Energy Impacts [00:44:12] Farewell Tribute and end of show talk

Duration:00:50:29

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“Peak Cheap Oil is a Myth”, natural gas VS weather, oil & gas protests | BDE 01.09.24

1/9/2024
00:00 BDE is a renowned intellectual academic-approved show 03:50 “Peak Cheap Oil is a Myth” 17:25 Chuck & Kayne Anderson 19:34 natural gas VS weather 25:37 Italy VS native americans 31:19 pointless oil & gas protests 33:16 Port Arthur field trip? 39:23 germany & france 41:36 northeast heating oil & Jones Act 46:34 Mark’s final words 48:36 outro

Duration:00:50:08

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BP pauses Red Sea shipments, COP28 & fossil fuels, Gas imports from Russia? | BDE 12.19.23

12/19/2023
00:00 Sports talk 03:38 BP pauses Red Sea shipments 10:05 Goldman Trims 2024 Brent Crude Oil Forecast 13:31 COP28 & fossil fuels 18:25 tripling renewables 22:31 Gas imports from Russia? 29:30 $800m investment to Octopus Energy 34:02 Guyana–Venezuela territorial dispute 37:05 the effects of seismic surveys on marine organisms 42:31 Fury Resources & H2S 48:19 Christmas break & after show talk

Duration:00:51:24

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Oxy to Acquire CrownRock, Guyana–Venezuela crisis, COP28 recap | BDE 12.12.23

12/12/2023
00:00 sports talk 02:18 Occidental to Acquire CrownRock 10:54 Permian and future of Oil 14:56 Guyana–Venezuela crisis 25:06 COP28 recap 32:03 EVs are going to get more expensive 35:38 Tesla’s autopilot is taking lives

Duration:00:45:25

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Politics distracts progress, COP28 & OPEC | BDE 12.05.23

12/5/2023
00:00 Decarbonization and electric 07:15 COP28 & OPEC 35:16 Chuck big mad 38:02 University of Texas makes the playoffs

Duration:00:50:23

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John Arnold Tweet, IEA & COP28, Postponed OPEC meeting | BDE 11.28.23

11/28/2023
00:00 John Arnold Tweet 12:20 Adding to John Arnold’s list 26:23 Collin gets deep 27:27 IEA & COP28 37:42 Postponed OPEC meeting 43:05 canadians…

Duration:00:46:00