معلومات عن هذا البودكاست 🔗
Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.
المضيفون:
تردد التحديث:
weekly
متوسط طول الصوت:
44 minutes
الإنجليزية
الولايات المتحدة
220 حلقة
منذ 21 سبتمبر، 2021
episodic
أحدث حلقة 🔗
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…
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الحلقات السابقة 🔗
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-electr…
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 …
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 …
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…
Brent is back at $108 after the latest peace deal fell apart, physical traders are cashing in on the Brent to WTI spread, and the forward strip says the market still is not worried. A floated US diesel export ban draws pushback, Texas opens its highways to dyed diesel, and the case for letting the …
Saudi Aramco told at least two European term refiners they get zero crude in October, and all three Saudi export routes are impaired at once. Tim Burchett wants a diesel export ban, six EU countries want a windfall tax on oil profits, and Chuck pitches a Big Inch style plan to build Gulf Coast refi…
Distillate inventories are scraping bottom right as winter shows up. Maine heating oil is already past 5.30 a gallon, the Exxon Joliet refinery went down on a utility failure, and Irving's Saint John plant is out 75 days. European gas ran from 23 to nearly 30 per MMBtu while the EU quietly cut its …
Chevron is the only super major stepping into Venezuela, committing 7 billion across two JVs and targeting 600,000 barrels a day by 2031, while Exxon still calls the country uninvestable. Citadel keeps bidding on physical shale oil after Paloma and losing Wildfire to Magnolia. Energy Secretary Chri…
Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what PDVSA …
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