{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2f0691b1\"></iframe>","width":"100%","height":180,"duration":2596,"description":"Kirk, Chuck, and Mark reunite on the Big Digital Energy Show to dissect the week's chaos - from natural gas spiking 75% in five days while Waha trades negative, to Trump's Davos windmill rant and the mainstream media's Greenland invasion hysteria. They break down why Harold Hamm's decision to shut down Continental's drilling makes perfect economic sense at $70 oil, debate whether 50% well-level returns ever translated to actual corporate performance, and explain how OPEC's Amine Nasser is signaling that global spare capacity is actually lower than the 2.5% he's publicly claiming. Plus, the crew explores how AI-native workflows are creating trillion-dollar opportunities by capturing decision-making data that Excel spreadsheets and Salesforce never could, all while Kirk dodges the incoming Dallas ice storm from his parents' house.\nClick here to watch a video of this episode.\n\nCody Jinks & Ward Davis - Full Interview | Late August Sessions Ep. 1\nhttps://youtu.be/p2qmKBTrWLU?si=t5q3HXo8-bp9cU7x\n\n00:00 Winter storm forecast and natural gas price spike\n04:36 Waha pricing chaos and infrastructure bottlenecks\n07:49 Trump's Davos speech and windmill comments\n15:16 Military action in Greenland media hysteria explained\n19:00 UK turning North Sea into museum of regret\n21:14 China's climate strategy and green technology positioning\n26:20 Harold Hamm shuts down Continental drilling completely\n31:14 Well-level returns versus corporate performance disconnect\n35:15 Aramco CEO on global spare capacity concerns\n40:07 AI-native software capturing workflow data\nhttps://twitter.com/collide_io\nhttps://www.tiktok.com/@collide.io\nhttps://www.facebook.com/collide.io\nhttps://www.instagram.com/collide.io\nhttps://www.youtube.com/@collide_io\nhttps://bsky.app/profile/digitalwildcatters.bsky.social\nhttps://www.linkedin.com/company/collide-digital-wildcatters","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}