Big Digital Energy co-host | Energy lifer | O&G macro, tech/AI, BTM power | Recovering PM/analyst | Baseball & music obsessed
On-Deck Circle
Joined June 2012
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EQT Swallows Range, Rocket Fuel Is Just Gas & SpaceX Wants the Beach | BDE 10.27.26 teapawt.org/i/broadcasts/1qKDzWZqN…
W. Mark Meyer retweeted
this will be a good one
teapawt.org/i/broadcasts/2ybrZAJeq…
Iran Mines Hormuz, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26 teapawt.org/i/broadcasts/1nJOLQypD…
They’ve all been really good. This one is both great and sobering.
ps @nimblephatty - An Old Man Coffee paywall could buy the plane back in a heartbeat.
W. Mark Meyer retweeted
Trump’s deal-making instinct assumes everyone has a price. But the Houthi conflict isn’t transactional. It’s religious. You can’t negotiate with eschatology.
Saudi doesn’t have a choice here. When cruise missiles are hitting your airports and killing your airline captain, you punch back hard. That’s not strategy. That’s survival.
Today’s BDE Live: why Washington keeps misreading the Middle East, and what it means for oil.
🎥 Full show 👇teapawt.org/collide_ai/status/2110…
#Saudi #Trump #Oil @wmarkmeyer @collide_ai @FracSlap @nimblephatty
Saudi Arabia is under fire as Houthi strikes on the Riyadh and Abha airports push the war into civil aviation, and several oil CEOs skip the WPC Energy Congress next door. Aramco's Amin Nasser warns from London that global inventories are scarily thin and could take two years to refill once Hormuz reopens. Then Trump's Russian diesel deal, the Treasury license behind it, and whether Russia can deliver, plus why behind-the-meter gas for data centers keeps growing.
teapawt.org/i/broadcasts/1dKrPrBWM…
BDE Live 10.13.26 - What’s a WAGNER? Used an old, reliable go-to source to answer a listener’s what-if question about potential Brent risk premium due to a Houthi strike on Ras Tanura.
@nimblephatty @kirkcoburn @collide_ai
Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26 teapawt.org/i/broadcasts/1wxWjlzLy…
Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26 teapawt.org/i/broadcasts/1XxygweVV…
W. Mark Meyer retweeted
One line stuck with me: "just because you've been doing it wrong for 40 years doesn't make it right."
We've gotten very good at frac'ing faster. We haven't gotten much better at getting oil out of the ground. Drill times have dropped from 30 days to under a week. We run simul-fracs, zipper-fracs, and quick-connect manifolds, and we frac 50+ stages. Even so, most horizontal wells still recover only 5–10% of oil in place.
On our latest collide. Community Call, John Kalfayan sat down with John Ely and Jon Harper from Ely and Associates Corp - Global Hydraulic Fracturing Expertise to talk about the next big gain: recovery engineering, meaning better completion design rather than faster operations. Between them they have decades of frac experience, from Halliburton field engineering to designing jobs in vertical wells, crosslinked gels, and today's shale plays.
app.collide.io/content/b9px5…
Oil Hits $100 Again, Diesel Export Ban Fight & BTM Power Goes Big | BDE 09.29.26 teapawt.org/i/broadcasts/1qKDzWyqn…
W. Mark Meyer retweeted
Hit me up for tickets to the YDC Roast of Scott Sheffield on Nov 12th….a don’t miss event
Saudi Cuts Europe Off, Congress Wants a Diesel Export Ban & Pakistan Rations | BDE 09.22.26 teapawt.org/i/broadcasts/1aKbdEpee…
