Chuck Yates Got A Job

Chuck, Matt, Gates, and Boar got together to unpack “Landman” Season 2, Episode 2, and it turned into the perfect mix of oilfield therapy session and comedy hour, calling out the ridiculous drilling logic, roasting Cooper’s disastrous money moves, and laughing through the show’s dramatic family moments. They riff on everything from cartoon-level oilfield economics to cartel side hustles and legal chaos, plus one absolutely unhinged analogy comparing modern extraction to a Whataburger milkshake. And of course, the infamous “sins of the father” moment sparks plenty of debate. If you’re into oil and gas or just love watching a good TV meltdown get dissected by people who actually know the industry, this breakdown hits the spot.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.ioClick here to view the episode transcript. https://twitter.com/nimblephattyhttps://twitter.com/LandmanLifehttps://twitter.com/NewsFinOilhttps://twitter.com/Landmannery00:00 - Intro00:24 - Cooper's Character Analysis02:12 - Opening Montage Breakdown04:00 - Cooper’s Financial Situation Explained07:53 - Breakfast Burritos Scene Discussion08:41 - Man Camp Insights10:53 - Tommy vs The DJ Showdown13:18 - Demi Moore's Cameo14:01 - Rebecca's Role in the Episode19:58 - Cooper's Deal Unpacked27:50 - Best Relationship Advice from the Show29:10 - Episode Recap and Highlights29:48 - Final Thoughts on the Episode34:30 - Thanksgiving Reflections36:00 - Oil District Overviewhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Canisius and Bill dug into the whole on-prem vs cloud debate through the lens of AI, pointing out that massive compute needs and generative models pretty much force serious work into the cloud, with most operators moving to a hybrid setup rather than pure on-prem or multi-cloud. They spent a lot of time on trust, encryption, and data ownership, stressing that customer data stays isolated, is not used to train models unless you opt in, and that Microsoft’s job is to be the secure, scalable platform while companies like Collide handle the oil and gas specific workflows and “last mile” value. They also hit on why “we already have Azure and Copilot” is not the same as having a purpose-built solution, why a single-cloud plus good governance usually beats juggling multiple hyperscalers, and closed with a look ahead to a world where agents manage other agents and AI is wired into everyday work across legal, operations, and the field.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.ioClick here to view the episode transcript. https://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Continental Resources’ John Argo sat down with us to talk about how AI can materially improve safety and performance in the oilfield, starting with the Lifesaver Initiative, a collaboration between multiple operators and workover companies to use AI and shared incident data to surface well- and job-specific risks before crews ever step on location. Drawing on his own path from first-generation oilfield kid to leading Continental’s Williston Basin, John connected the dots between the shale revolution (where U.S. production wildly outperformed every forecast), our still-low recovery factors (often under 20%), and the massive upside in using AI to capture tribal knowledge, diagnose problems faster, and turn scattered data into actionable frontline insight. He closed by tying it back to the culture that built Continental in the first place, embodied by Harold Hamm mapping wells at night from library logs and made the case that AI is the next big lever for the same mindset: more energy, safer operations, and better use of the resources we already have.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.ioClick here to view the episode transcript. https://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Aurian Norouzi from Kraken Oil and Nick Smart from Collide break down how Kraken is using AI to replace some of the most time-draining midstream and commercial workflows, from digging through gas contracts to analyzing acreage dedications. They walk through real examples like automating North Dakota stripper-well filings, speeding up third-party forecasting with GIS data, and mapping contract dedications directly in Collide. A quick look at how AI is cutting manual work, reducing friction, and helping teams move way 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.ioClick here to view the episode transcript. https://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Michael and Buck broke down how well search and automated regulatory workflows are already helping small, lean production teams move faster. Instead of digging through PDFs, Buck can pull a full well history in seconds, and he sees the next big win as using AI for diagnostics, spotting trends, suggesting likely issues, and helping pumpers focus on what actually matters. They also talked about the huge amount of tribal knowledge stuck in people’s heads and how tools like transcripts and voice-to-text can finally capture it so newer hands aren’t starting from scratch.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.ioClick here to view the episode transcript. https://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

John and Bobby broke down how RAG actually works and why the real battle isn’t the LLM, it’s the chaos sitting in PDFs, Excel files, post-job reports, random folder structures, and handwritten scans. They showed how extraction, chunking, and embeddings fall apart when data is messy, and why clean structure, good metadata, and consistent organization matter way more than people want to admit. They also hit on how tools like MCP and text-to-SQL let AI pull from WellView, production systems, and databases in one place, instead of everyone living in 20 different apps. The takeaway was simple: AI gets powerful fast when the data is ready, but if the inputs are junk, you’ll just get faster junk back.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.ioClick here to view the episode transcript. https://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Todd broke down how we’re actually getting real ROI out of AI instead of chasing buzzwords, starting with the simple idea that domain expertise and clear value beats any hype cycle. He walked through the three places AI moves the needle G&A, capital, and risk and safety showing how agents can take over the daily grind like SCADA alert triage, revenue statements, AFEs, regulatory filings, and even capturing tribal knowledge before it walks out the door. He explained how Collide sits above systems like Quorum, WellView, SCADA, and accounting so teams can query everything in one place and see how a single well status change ripples across leases, contracts, and compliance. Regulatory use cases are exploding W-10s, injectors, flaring permits, methane reporting and mapping is becoming a key layer using tools like Mapbox. On the non-op side, the team is already extracting revenue statements and AFEs, pushing data into Aries and accounting, and setting up real ROI analysis for OBO partners. The takeaway start small, prove the value, then expand into a stack of agents that quietly take on the busywork so teams can focus on decisions that matter.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.ioClick here to view the episode transcript. https://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Demi Moore storms into *Landman* Season 2 like she owns the place, instantly shaking up the oil patch with a leadership style that’s equal parts steel and swagger. The tension snaps from the jump, boardrooms turning into battlegrounds, wildcatters taking big swings, and Cooper somehow leveling up in the most unexpected way. Tommy’s playing his own dangerous game, Sam Elliott shows up with that signature gravitas that makes every family moment hit harder, and the whole season moves with this “anything can happen” energy. It’s messy, bold, and addictive in the best way, with twists and dialogue sharp enough to cut through pipe.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.ioClick here to view the episode transcript. https://twitter.com/nimblephattyhttps://twitter.com/LandmanLifehttps://twitter.com/NewsFinOilhttps://twitter.com/LandmanneryCHAPTERS:00:00 - Intro00:40 - Demi Moore’s Speech08:02 - Cooper’s Well16:14 - TCU19:35 - Demi Moore Insights21:36 - Sam Elliott's Journey23:55 - Sam Elliott’s Sunset Reflection26:25 - The Last Scene Analysis31:04 - Closing Thoughts32:52 - Final Thoughtshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

AI is shaking up oil and gas in all the best ways, and Todd Bush from Collide breaks it down like few can. He and Chuck dive into how automation is tackling tedious processes, think regulatory filings like W-10s and G-10s, and how AI is streamlining data extraction for mineral revenue statements. Todd shows off Collide’s enterprise AI system in action, revealing how it saves time, slashes costs, and helps operators make smarter, faster calls in the field. It’s a wild look at how machine learning is making oil and gas operations not just more efficient, but safer and a hell of a lot cooler.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.ioClick here to view the episode transcript. 00:00 - Intro00:58 - How Todd and Chuck Met05:04 - Lessons from Selling AI Software09:42 - Selling Outcomes in AI14:05 - Automation of G10s and W10s17:00 - AI-Generated W10s Demo20:55 - No Human Involvement Required23:00 - Revenue Statement Extraction Demo27:25 - Where Does AI Stop?27:58 - Future of the AI Industry32:18 - AI as an Enhancement Tool32:50 - Automating Workflows for Strategic Time33:07 - Outrohttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Real-time frac data isn’t some future concept, it’s here, and it’s changing the way completions get done. Chuck Yates sat down with folks from ProFrac and Seismos to break down how AI, automation, and acoustic sensing are turning traditional fracking on its head. Matt Wilks and Panos Adamopoulos talk about ProPilot 2.0 and how closed-loop fracturing is giving operators instant feedback to fine-tune every stage. Then Larry Carroll and Steven Bourgoyne take it further, showing how machine learning and data-driven workflows are pushing completions toward adaptive, even autonomous, operations. From cutting costs to squeezing every drop of performance, this one’s a look at how the oilfield is starting to feel a lot more like sci-fi.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.ioClick here to view the episode transcript. 0:00 Introduction and On-Site Experience0:43 Frac Automation Evolution: From ProPilot to Real-Time Adaptation2:07 Seismos Partnership: Real-Time Subsurface Data and Closed Loop Fracturing5:05 Cost Savings vs Well Performance: What Real-Time Data Enables7:10 Breaking Down Engineering Silos with Real-Time Collaboration10:06 Supervised vs Unsupervised Closed Loop: Control and Customization14:01 Role of AI in Frac Operations and Data Management16:11 Case Study: Equipment Optimization and Millions Saved18:26 Adaptive Systems: AI + Physics-Based Measurement in Action20:49 Human Expertise in an AI World: Replacing or Enhancing?23:16 How the ProFrac–Seismos Partnership Came Together25:32 Looking Ahead: Fully Autonomous Fields and Future Inventory29:35 Frac Performance Measurement: Defining Good vs Bad33:11 Customer Collaboration: Building Prescriptive Completions Together36:40 Isolating Variables: Why Controlled Change Matters40:13 Real-World Results: Cost and Performance Improvements42:31 Future Roadmap: More Intelligent, Automated, Efficient Fracs45:33 Refracs and Unlocking More Value from Existing Wells47:07 Overcoming Customer Risk Aversion to Innovation49:06 True Partnerships: EMPs and Service Companies Working Together51:24 Rethinking Tribal Knowledge: AI as a Force Multiplier53:48 Final Thoughts and Closing Remarkshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

This episode is packed with big-picture energy talk and some seriously nerdy (but fun) data breakdowns. John Kalfayan from collide. and Chuck start with what’s really happening in oil and gas today before shifting into the challenges of putting AI to work in the field. From there, things get deep: contract dedications, what RAG actually means, how data chunking works, and the never-ending battle with duplicate info. We also weigh the costs of storage, querying, and running models, plus the tradeoffs between RAG and foundational models. If you’ve ever wondered about vector databases, data strategy, or just why we have a rant about sand, it’s all here. By the end, we hit on the human side too: education, privacy, and making sure the right people can access the right data.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.ioClick here to view the episode transcript. 00:00 - Intro01:51 - Oil and Gas Industry Insights06:34 - AI Deployment Challenges09:12 - Contract Dedications Explained10:32 - Understanding RAG12:52 - What is RAG in Data Management13:43 - Data Chunking Techniques17:17 - Cost Considerations in Data18:03 - RAG vs Foundational Models19:21 - Vectorized Databases Overview23:47 - Managing Duplicate Data26:28 - Data Strategy Considerations28:24 - Sand Rant31:32 - Identifying Gaps in Data33:10 - The Cost of Storage33:56 - Effective Data Querying35:50 - AI Education and Awareness37:53 - Privacy Concerns with Language Models40:54 - Data Access and Availabilityhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

AI isn’t just a buzzword here, it’s reshaping how oil and gas gets work done. Collin McLelland breaks down what he’s building at collide, from tackling the nightmare of legacy systems to creating smarter, vertical AI tools that actually fit the industry. He and Chuck swap stories on why community and knowledge sharing matter as much as tech itself, how AI speeds up decisions and cleans up workflows, and what the future of jobs in energy might look like when machines and people work side by side. It’s equal parts practical advice, behind-the-scenes insight, and a good dose of Chuck’s trademark humor.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.ioClick here to view the episode transcript. 00:00 - What is Collide02:28 - The Catalyst for Collide04:26 - What is RAG08:56 - Collide vs. Clyde AI12:40 - Community Over Everything14:55 - Colin’s Wall Spacing Story17:05 - Collide Community19:57 - Clyde AI Enterprise Software24:34 - AI in Oil and Gas Today28:20 - AI: Correlations vs. Causations30:28 - AI and Questioning Techniques32:40 - Value of AI: Search and Correlations35:10 - What AI Can Do for You Today35:55 - What’s Next for Canopy37:08 - Future of Work Insights41:40 - Extracting Tribal Knowledge46:14 - Market Size of AI in O&G49:25 - Chuck Got a Jobhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Cemvita is taking microbes and turning them into an entirely new playbook for energy and manufacturing. Chuck sat down with CEO Moji Karimi and BioWell’s Paul Palmer to talk about how biology, AI, and genomics are teaming up to replace petrochemicals with bio-based alternatives. We’re talking everything from sustainable aviation fuel to biofertilizers to underground biorefineries that sound like science fiction but are already in motion. Along the way, they unpack how biomanufacturing could clean up supply chains, cut waste, and unlock new energy sources, all while building a circular bioeconomy that makes sustainability actually scalable. If you’ve ever wondered what the future looks like when bugs beat barrels, this one’s for you.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.ioClick here to view the episode transcript. 00:00 - Intro00:32 - What is Zymergen02:37 - Real World Examples of Biomanufacturing05:52 - AI in Biomanufacturing Acceleration08:44 - Economics of Biomanufacturing14:04 - Company Overview and Operations18:19 - Microbiology Benefits in Oil and Gas23:47 - Contacting Doug26:10 - Current Biomanufacturing Market Size28:53 - Biodegradable Product Innovations30:30 - Nature-Inspired Technologies33:14 - Environmental Impact of Biomanufacturing38:00 - Future Trends in Biomanufacturing39:31 - What's Next for You40:50 - Bipartisan Support for Biomanufacturing43:15 - Contact Informationhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Why can’t the energy industry simply ‘Drill Baby Drill’ anymore? Chuck Yates and guest Roe Patterson, Managing Partner at Marauder Capital, break it all down in this insightful episode of the Chuck Yates Needs A Job Podcast. From falling rig counts and oil market challenges to the impact of government policies and the evolving role of natural gas, they explore why the industry is shifting gears. Roe shares invaluable insights into production constraints, technological advancements like AI, and the critical importance of balancing energy independence with global demand. Packed with humor, personal stories, and hard-hitting industry truths, this episode is a must-watch for anyone interested in the future of energy. Don’t miss this candid conversation about what it takes to navigate the complexities of today’s energy landscape.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.ioClick here to view the episode transcript. 00:00 - Intro02:49 - Current state of the oil and gas industry09:42 - Revitalizing the US oil industry16:26 - Role of DOE in supporting oil and gas18:30 - Power grid stress and energy reliability21:01 - Navigating the energy transition22:35 - Executive orders vs. legislative impact29:30 - Hindsight on the shale revolution30:40 - Future game-changing technologies in energy35:13 - AI's global impact on industries36:50 - Significance of natural gas in energy42:23 - Humorous oilfield anecdotes45:56 - Light-hearted stories from the industry47:30 - Klaus and father's offshore drilling tales51:15 - Success and its perception in business54:07 - Wisdom passed down from mentors54:51 - The perspective of experience in the industry58:40 - Learning valuable lessons from failure1:02:34 - Quizzing industry leaders during due diligence1:04:15 - Evaluating a management team effectively1:08:18 - Building a reputation in the oil industry1:10:50 - The importance of decisiveness in leadership1:12:18 - Wrapping Up the discussionhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Office flings, awkward disclosures, and dating policies gone sideways, Janell Zeug, Founder & CEO of P3 HR Solutions, unpacks the real stories that made HR sweat, including the infamous Coldplay incident. This episode is full of the kind of workplace drama that forces companies to rewrite the handbook, plus a look at how AI is creeping into HR decisions (for better or worse). We get into how different generations clash (and connect) at work, and what it actually takes to build a team that’s engaged, ethical, and not secretly dating in the breakroom.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.ioClick here to view the episode transcript. 00:00 - Intro00:22 - Coldplay Scandal05:39 - AI Impact on Workforce11:32 - AI Applications in Oilfield14:02 - HR Policies for AI Integration18:18 - Innovation in Oil and Gas Industry26:00 - HR Challenges in Woke Era28:00 - Woke Movement's Impact on HR31:43 - Current Pitfalls in Business35:44 - Advice for Aspiring CEOs39:17 - Next Episode Preview43:48 - Contact Informationhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.instagram.com/collide.io/https://www.facebook.com/collide.io/https://www.linkedin.com/company/collide-digital-wildcattershttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.social

Nuclear is back, baby! But there’s a catch: the world is hungry for uranium, and we're running short. Turns out, countries like China, India, and Saudi Arabia aren’t waiting around—they’re ramping up reactors faster than you can say "energy crisis." Small Modular Reactors (think mini but mighty) could totally flip the script on how we power cities, AI data centers, and your neighborhood coffee shop. Our guest knows the ins and outs of uranium investments, the weird logistics of mining, and why nuclear might just be the unsung hero of clean energy, controversial, sure, but impossible to ignore.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.ioClick here to view the episode transcript. 00:00 - Intro02:06 - What is Uranium: Basics and Importance07:04 - Uranium Production Today: Current Trends08:00 - Uranium Enrichment: Process and Techniques12:39 - Uranium Market: Analysis and Insights17:27 - Cost Inflation: Impact on Uranium Industry20:51 - Talent Drain: Challenges in the Sector23:08 - Nuclear Energy Demand: Future Projections27:07 - Small Modular Reactors (SMRs): Innovations in Nuclear31:50 - Uranium’s Role in the Energy Sector: Key Contributions37:48 - Uranium’s Role in the Military: Strategic Importance40:13 - How to Invest in Uranium: Tips and Strategies47:50 - Who Should Call You: Networking in the Industry48:35 - What About the Solar Panels: Comparing Energy Sources50:20 - What About the Nat Gas Guys: Industry Comparisons51:18 - Eric’s Final Thoughts: Closing Insightshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Family offices are rolling into the energy game in a big way, and Chuck sits down with a couple of guys who’ve been right in the thick of it. We’re talking old-money families, London power players, and some seriously savvy strategies, like continuation vehicles, that are flipping the script on traditional deals. Keith and Brad from Stephens Inc. break it all down: what’s drawing these investors to oil and gas (hint: it’s not just the money), why Europe’s cash is flowing stateside, and how the secondary basins are getting their glow-up. If you’ve ever wondered who’s behind the curtain in today’s biggest mineral and royalty plays, this one peels it back.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.ioClick here to view the episode transcript. 00:00 - Intro00:52 - Raising Money from Family Offices06:26 - FIRPTA Explained08:26 - Continuation Vehicles Overview19:08 - MAP Royalty Insights21:54 - Continuation Vehicle vs Going Public25:50 - Continuation Vehicle Process Explained28:30 - Family Office VDR Process31:08 - Timeline for Continuation Vehicles36:05 - Criteria for Mercury Call41:00 - Family Office Equity Strategies45:58 - A&D Market Trends49:10 - Scott Sheffield's Ranch Overview49:44 - Outrohttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcattersStephens’ Investment Banking Department personnel participated in this podcast solelyfor informational purposes. It is not a solicitation of any retail customer, it is not asolicitation, recommendation or offer to buy or sell any security and it does not provideinformation on which an investment decision to purchase or sell any securities could bebased. It does not purport to be a complete description of the securities, markets ordevelopments referred to in this podcast. Stephens has not independently verified anyinformation discussed in this podcast and does not guarantee that it is accurate orcomplete. No representation or warranty, express or implied, is made as to the accuracy,completeness, or correctness of any such information. To the full extent permitted bylaw, neither Stephens nor any other person accepts any liability whatsoever for anydirect, or indirect or consequential loss or damage arising from any use of theinformation discussed in this podcast. No subsequent publication or distribution of thispodcast shall mean or imply that any such information remains current at any time afterthe date the podcast was recorded. Stephens does not undertake to advise you of anychanges in any such information. Additional information is available upon request.Please assume that Stephens or its employees or affiliates at any time may hold long orshort positions in any of the securities mentioned, may sell or buy any such securities,may make a market in any such securities and may have conducted underwritings orprovided other investment banking services involving any of such securities.The views and opinions expressed in this podcast are those of the speaker, or theperson(s) to whom such view or opinion is attributed, and do not necessarily reflect theopinions of Stephens or any other person or entity. Any expressions of opinion orforward-looking statements included in this podcast are based on information availableon the date the podcast was recorded, speak only as of such date and are subject tochange without notice. No assurance can be given that any of such opinions orstatements will prove correct.Nothing in this podcast should be viewed as accounting, tax, regulatory or legal advice;please contact your professional accounting, tax, regulatory or legal advisors for suchadvice.“Stephens” (the company brand name) is a leading family-owned investment firm thatincludes Stephens Inc. (member NYSE/SIPC), Stephens Investment ManagementGroup, LLC, Stephens Insurance, LLC, Stephens Capital Partners LLC and StephensEurope Limited (Registered office: 12 Arthur Street, London, EC4R 9AB, Registerednumber 8817024), which is authorised and regulated by the Financial Conduct Authority.© 2025 Stephens

Energy deals are popping off left and right, and it’s shaking up the whole industry, so I grabbed a few friends who know the game better than anyone to talk shop. We broke down why all these mergers keep happening, how creative insurance strategies are giving companies more wiggle room, and where natural gas fits into this ever-changing picture. Plus, we got into some juicy topics like why AI is suddenly the hottest hire in energy, the real story behind ESG investing (hint: it might not be what you think), and even how big tech might soon be cozying up with natural gas. From sovereign wealth fund moves to the secrets of disciplined investing, we’re spilling all the inside tea on energy’s biggest shakeups.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.ioClick here to view the episode transcript. 00:00 - Intro00:37 - M&A in Energy Sector02:48 - Insurance in M&A Transactions14:02 - Insurance Overview16:02 - Future Predictions21:00 - Natural Gas Market Insights21:20 - Impact of Middle Eastern Investment22:20 - Insurable Risks in Energy23:14 - Political Risk Insurance Explained25:08 - Gas Supply Insurance Strategies28:52 - Guest Introduction: Steve33:00 - AI's Impact on Industry35:48 - Current State of AI Technology38:28 - Closing Thoughtshttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

She went from pre-med dreams to rocks and rigs and didn’t stop climbing. Nikki’s path took her from being the first in her family to graduate college to running the Ralph Lowe Energy Institute at TCU, with stops along the way in oilfields, private equity boardrooms, and global energy hubs. This episode is full of stories about pivoting careers, saying yes to wild opportunities, and mentoring the next wave of energy pros. She’s big on merging business sense with technical chops, tackling water issues, and rethinking how universities plug into the energy world. If you care about the future of hydrocarbons, AI in the patch, or what Texas energy looks like next, this one hits.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.ioClick here to view the episode transcript. 00:00 - Crystal's Athletic Director Steal05:36 - Journey to TCU08:56 - Crystal's Entry into Oil and Gas11:01 - Chuck's Best Plains Exploration Story13:15 - Chuck's Best Pogo Story17:04 - Firewheel Energy Overview20:38 - Atlas Resource Partners Insights21:03 - Career Path in Energy23:35 - Total Energy Company Discussion28:34 - Energy Mix Explained32:43 - Importance of Petroleum in Energy34:15 - Offshore Oil Spills Impact36:10 - Energy Industry Marketing Strategies38:36 - Burning Hydrocarbons vs Wood43:54 - TCU Experience Recap46:38 - Role of the Energy Institute49:20 - Carbon and Emissions Credits Explained52:00 - Energy MBAs Overview56:30 - Engaging Kids in Energy59:03 - Contacting Dr. Rafiee1:05:42 - Closing Remarks1:06:00 - Energy MBA Discussion1:07:10 - AI's Role in Energy1:07:25 - Outrohttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

Think emission credits are just for tree huggers and big corporations? Think again, there’s serious money on the table, and most folks in oil and gas, manufacturing, or even landfill operations don’t even realize it. We're talking \$300K-a-ton kind of money. This episode pulls back the curtain on how emission reduction credits actually work and why so many small and mid-sized businesses are missing out on a goldmine sitting right under their noses. From shutting down old gear to investing in cleaner tech, there's a legit way to make money just by playing smart with emissions. It’s a no-BS look at how the system works, where the real value is, and how a little planning can pay off big time.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.ioClick here to view the episode transcript. 00:00 - Mike's back02:47 - Emission Reduction Credits Explained12:35 - Areas Qualifying for ERCs16:36 - ERC Buyers: Who Can Purchase?17:20 - Future Considerations for ERCs19:57 - Calculating Emissions: A Guide21:30 - Air Permits: Who Needs Them?22:28 - Transferring Environmental Credits24:08 - Lending Against Environmental Credits26:52 - Future of Environmental Credit Programs28:25 - Compliance Deadlines & Offset Ratios34:25 - Renewable Fuels Overview38:30 - Individuals Purchasing Renewable Natural Gas46:18 - Contacting Mike Taylor49:54 - Outrohttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters