{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Winter Storm Fern Flops, ERCOT Grid Survives & IEA's $15 Trillion Oil Mistake |  BDE 01.29.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/19bb1c1d\"></iframe>","width":"100%","height":180,"duration":2670,"description":"Winter Storm Fern exposed the grid's contradictions, New England burned 40% oil for power while sitting 300 miles from the Marcellus Shale, ERCOT's batteries sat idle during $2,000/MWh spikes, and solar panels disappeared under snow. Meanwhile, the IEA quietly restored their realistic demand forecasts after five years of transition fantasy, revealing a $15 trillion underinvestment hole. Toby Rice reminded everyone what actual energy leadership looks like by getting wells back online in a hard hat instead of pontificating from Davos.Click here to watch a video of this episode.You're Not Getting Another Corporate Job (Here's the Bypass) | Unrigged 001https://youtu.be/l9Afd5ZsoFw?si=Gu8-y7S-S0MxfpJl00:00 - Grading Winter Storm Fern's impact across regions00:27 - Texas holds steady while Tennessee takes the hit01:30 - Ice driving disasters make great Instagram content03:26 - Trucks on ice: the overconfidence problem04:33 - Casino trips and Livingston's reputation05:27 - New England burns 40% oil during peak demand06:25 - Marcellus Shale produces 28 BCF/day but can't reach Boston07:40 - The hypocrisy of Massachusetts energy lectures09:29 - Still importing LNG into Boston after 22 years10:28 - Tennessee outages hit harder than expected12:00 - Why batteries didn't discharge during price spikes14:16 - Cold weather physics limits battery performance16:05 - ERCOT as the world's biggest Rube Goldberg machine17:32 - Tax subsidies create grid dysfunction18:16 - Snow coverage kills solar instantly19:22 - 95 gigawatts of renewables vs 85 gigawatt peak demand20:27 - ERCOT's unique generation philosophy21:37 - 10 BCF/day of gas production offline from freeze22:47 - Toby Rice gets wells back online in the field23:39 - IEA's five-year detour from reality26:14 - $15 trillion underinvestment hole in upstream spending27:58 - Shale revolution changed exploration economics30:27 - Exploration skills at historically low capacity32:05 - Why supermajors can't compete in unconventional33:28...","thumbnail_url":"https://img.transistorcdn.com/iy6jIYchYeWUZ4i3KMDwG--bihbqsPBgMZtYTL4T32g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81NTQ3/MzlhMzY1MzgyZDM4/NTZiMjQwNTg0YmNj/NDZiZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}