Chuck Yates Needs A Job

Latest Episodes:

Bryan Sansbury of Aegis and Max Gagliardi formerly of Ancova May 28, 2024

Show notes

I wanted to hear about Bryan and Max’s recent merger so I had them on to tell me all about it. Bryan’s company Aegis is a leader in hedging advisory for commodities; Max’s company Ancova has a leading technology platform and strong marketing expertise in the physical markets. I’m always skeptical of deals that seem like perfect fits, tons of synergies, asset-less but people based businesses. But this merger seems to have really worked. Cool discussion on culture, fit and complementary skill sets. And of course, having Bryan and Max on, we geeked out on a lot of energy trends - nukes, AI, electricity demand, heck we even chatted about campus protests and the media. These guys are great.

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.io

Click here to watch a video of this episode.
Click here to view the episode transcript.
0:00 - Aegis and Ancova Merge
1:48 - Merging a People Business
6:48 - What Does Aegis Do Today
13:18 - Ideal E&P Company Size
15:29 - Financial Pitch to Customers
17:41 - Physical Pitch to Customers
19:54 - How ANCOVA is Different
23:53 - Power of Machine Learning
26:37 - What ANCOVA Does
27:00 - Nat Gas Producers Selling Electrons
31:18 - Nat Gas Key for AI
34:58 - How Nat Gas Producers Should Sell Electrons
39:10 - AI Applications
42:17 - Nuclear Energy Discussion
46:08 - Enverus Team Insights
51:37 - Matt's Quarterly Director Survey
56:20 - College Campus Protests
59:50 - Media Incentives
1:01:40 - Wrapping Up
1:03:25 - Cancel Culture
1:06:50 - Closing Thoughts
1:10:45 - Perception of Tech

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

Jag Gattu of UptimeAI Inc. on Chuck Yates Needs A Job May 21, 2024

Show notes

Jag Gattu, Founder & CEO of UptimeAI Inc., joins Chuck Yates in this episode of "Chuck Yates Needs a Job" to dive into the world of AI and its revolutionary impact on industrial operations. As Chuck fumbles with tech and tries to keep up, Jag explains how UptimeAI is stepping in to replace the expertise of seasoned industry pros, acting as a virtual expert to diagnose issues, improve efficiency, and make operations safer and more profitable. Jag shares insights into the broader societal impacts of AI and the future of startups like UptimeAI, while Chuck keeps the laughs coming with his humorous, tech-challenged perspective. Join them for a mix of laughs, insights, and a look at how AI is transforming heavy industries.

Click here to watch a video of this episode.
Click here to view the episode transcript.
0:00 - Intro
1:15 - What is Uptime AI
4:18 - What is AI
11:14 - Is AI Good or Bad
13:45 - What Rules Would You Make
16:39 - The Impact of AI on Democracy
20:22 - Why Did You Start UptimeAI
23:56 - The Great Crew Change
27:18 - The Next Level of Efficiency
31:55 - Looking at the Whole Picture
33:55 - Starting a Company
34:21 - Starting a Company During COVID
39:08 - Your First Sale
44:00 - How Did You Finance Your Business
47:35 - Advice for CEOs
51:47 - Who Should Call You
53:33 - How Much Does It Cost

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

Travis Boeker on Chuck Yates Needs A Job May 14, 2024

Show notes

I had Travis on the podcast and we just name dropped for an hour. Yeah, we talked a bunch of energy stuff - Halcon and the shale revolution, debt deals with Oak Tree, nuclear powering tech, hydrocarbons powering the developing world - but then we went through celebrity encounters - Justin Timberlake, Jeff Skilling, Michael Milken, Bret Michael, David Lee Roth. The only thing strange about this energy finance bro hash session was we weren’t wearing Pickering Energy vests.

Click here to watch a video of this episode.
Click here to view the episode transcript.
00:00 - Intro
00:40 - Chuck's Journey into Energy
04:40 - Highstar Energy Fund Overview
10:00 - Understanding the ESG Movement
12:39 - Podcast Publishing Insights
17:00 - Navigating Challenges During COVID
20:08 - Insights on Michael Milken
27:24 - Meeting Bret Michaels Experience
30:25 - Lessons from the Energy Industry
37:30 - Selling Off Energy Assets
38:20 - Coping with Job Loss
39:10 - Reflections on Past Decisions
43:45 - Monetizing Energy Ventures
49:10 - Future Energy Trends to Watch
53:45 - Addressing Poverty vs. Environmental Issues
57:25 - Energy Transition vs. Energy Addition Debate

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

The Future of Lithium with Daniel Layton and John Burba of IBAT May 07, 2024

Show notes

I wanted to learn more about lithium because this mineral is a big deal for batteries. Phones EVs everything needs lithium. So I had the guys from International Battery Metals on to talk lithium and their extraction methodology. Direct lithium extraction (DLE) is a thing, a real thing, even Exxon is doing it. Think about it, oil and gas guys, if you got waste water, why aren’t you extracting the lithium?

Click here to watch a video of this episode.
Click here to view the episode transcript.
00:00 - Intro
01:13 - How Lithium is Mined
09:16 - History of Lithium Mining
11:47 - Daniel's Invention of DLE
18:50 - Lithium Market Today
22:10 - Nationalities Controlling Lithium Market
23:30 - Solutions for Lithium Problem
25:00 - Time to Market
31:04 - E3’s Lithium Extraction Process
34:59 - Cost of Lithium Production
35:45 - Ideal Scenario for IBC Technology
41:20 - IBC Business Model Overview
42:05 - IBC First Commercial Plant Launch

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

Kathleen Kelley on Chuck Yates Needs a Job Apr 30, 2024

Show notes

Always cool getting to chat with Kathleen Kelley a/k/a the OPEC Whisperer. She’s doing some really cool charity stuff, volunteer led disaster relief with All Hands and Hearts. She also level sets us on oil prices - demand, supply, China, Middle East unrest.

Click here to watch a video of this episode.
Click here to view the episode transcript.
00:00 - All Hands and Hearts
01:25 - Petra Nemcova Happy Hearts Fund
05:22 - Long-term Impact of Natural Disasters
07:21 - Kathleen and Jess All Hands Involvement
13:06 - How to Help Natural Disaster Relief
16:54 - Oil Prices Analysis
23:56 - Geopolitical Premium Explained
25:24 - US Oil Production Adjustment Factors
29:08 - Post-COVID Economic Normalcy
31:50 - Permian Basin Productivity Gains
32:07 - Oil Market Overview
35:50 - Election Impact on Oil Prices

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

Kevin Searcy, Odessa’s School Bond Election Apr 23, 2024

Show notes

I had heard all about the Midland County school bond election last winter. $1.4 billion for new buildings, upgrading old ones, new technology. I didn’t realize that right next door the Ector County Independent School District had a similar election for $423 million that passed too. A large part of the proceeds will be used for the Career & Technical Education Center. CTE sounds totally dope - trains high school kids for real world stuff like welding, rig operations, electrical, roustabouting. Longtime active Odessa resident Kevin Searcy was kind enough to come on and walk me all through the ECISD’s initiatives.

Click here to watch a video of this episode.
Click here to view the episode transcript.
00:00 - Infrastructure in Midland-Odessa
01:58 - Odessa Bond
04:56 - Ratliff Stadium
06:46 - Career and Technical Education (CTE) Building
13:24 - Documenting the Energy Industry
15:02 - Impact of New CTE Facility on Community
20:04 - Bitcoin Mining in Odessa
23:24 - Economic Impact of Education
26:50 - Power Usage Growth Trends
28:55 - Drones in Education Applications
31:10 - How to Reach Kevin
37:00 - Where to Find Kevin

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

Are family offices really investing in oil and gas deals? Apr 16, 2024

Show notes

The head of Stephens Inc.’s Energy practice told me he’s got family offices investing in oil and gas. I cried “bull shit, that’s up there with UFOs, Bigfoot and pleasant ex-wives.” Keith doth protest so I had him, Brad Nelson and Evan Smith on to convince me otherwise. Cool discussion on family offices - how to find them, how they operate, how they view the energy world.

Click here to watch a video of this episode.
Click here to view the episode transcript.
00:00 - Intro
00:34 - Family Offices Investing in Oil and Gas
03:07 - New Deal with Brad and Evan
07:28 - Family Offices' Current Interest in Oil and Gas
12:33 - Raising Capital: Family Office vs Private Equity
17:31 - Governance in Family Office Investments
21:34 - Differences Between Family Offices and Private Equity
26:07 - Understanding MOIC vs IRR
27:05 - Family Offices and Inflation Concerns
28:55 - Desired Assets for Investment
31:21 - Tax Considerations for Non-US Investors
34:50 - Challenges and Concerns in Investments
38:13 - Overview of Stephens Inc
43:42 - Memorable Stephens Story
46:20 - Contacting the Stephens Team

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

How Bitcoin Mining is Bridging the Gap Between Tech and Energy Mar 10, 2024

Show notes

In this episode, Chuck Yates and experts from Digital Wildcatters explore the exciting intersection of energy and technology through Bitcoin mining. As energy companies increasingly adopt tech-driven strategies, this episode examines how high-performance computing and Bitcoin mining are reshaping the industry. Topics include EQT’s move to cut natural gas production due to low prices and consider Bitcoin mining as an alternative energy use, along with AWS’s $650 million data center purchase, signaling tech’s deeper dive into energy management. The conversation highlights Bitcoin mining’s evolution from niche activity to a powerful tool for managing flare gas and enhancing energy efficiency. Chuck and the team discuss how oil and gas companies are navigating the integration of Bitcoin mining, balancing infrastructure needs, maintenance, and regulatory factors, and leveraging it as a strategic asset for revenue, environmental compliance, and operational gains. Join us to learn how the convergence of energy and technology is opening new avenues for innovation, sustainability, and profitability.

Click here to watch a video of this episode.
Click here to view the episode transcript.

00:00 - Intro
01:30 - Amazon Acquires Data Center for $650M
04:30 - Energy Producers Paradigm Shift
08:40 - Analyzing Flared Gas Economics
11:36 - Bitcoin Miners Supporting Oil & Gas
14:00 - Impact of Early Bitcoin Mining on Industry
16:21 - Bitcoin Mining Business Models Explained
18:17 - Bitcoin Miners Supporting Oil & Gas
20:18 - Oil & Gas Companies as Tech Innovators
21:10 - Understanding Carbon Credits
22:05 - Bitcoin Mining and Clean Energy Benefits

https://www.instagram.com/digitalwildcatters

https://www.tiktok.com/@digitalwildcatters

https://www.facebook.com/digitalwildcatters

https://twitter.com/DWildcatters

Doug Kris, SVP Corporate Communications for Diversified Energy Company PLC Mar 06, 2024

Show notes

I didn’t know much about Diversified Energy and their approach to the oil and gas business and they operate more wells than anyone else in the US so I wanted Doug to come on and tell me all about it. Pretty cool stuff they’re doing to manage end of life issues for old producing wells. Plus some really cool finance stuff they’re doing - securitizing debt in the insurance markets to get higher advance rates, cheaper interest rates.

Click here to watch a video of this episode.
Click here to view the episode transcript.
00:00 - Intro
00:41 - Doug Lawler, CEO of Diversified Energy
01:34 - Doug’s Background and Experience
02:42 - Overview of Diversified Energy
07:58 - ABS Structures in Energy Sector
17:14 - ABS Market Trends for Energy
20:00 - Understanding Dividends in Energy
22:04 - Current Market Environment Analysis
23:37 - Asset Acquisition Strategies at Diversified
27:50 - Transforming P&A Liabilities into Assets
34:13 - Discussion: Is Carbon Energy Bad?
37:57 - ESG Considerations and Regulatory Impact
42:30 - Unique Oil and Gas Industry Stories
46:45 - Challenge Coin Significance
48:03 - Learn More About Diversified Energy

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

Mark Rossano of C6 Capital Feb 20, 2024

Show notes

Mark is one of the smartest guys I know so I had him on to explain to me what the hell is going on in the economy, the implications for the energy business and what his fund is looking at these days. Pretty fascinating opportunity in hydroelectricity. Mark is buying century old dams, modernizing and selling electricity into the grid. Cool way to play the demand for baseload power.

Click here to watch a video of this episode.
Click here to view the episode transcript.
00:00 - Intro
01:36 - Chuck's Audition for Mo
07:14 - Inflation and Stagflation Analysis
13:41 - Economic Outlook: How Does This All Shake Out
18:05 - Reviewing the Last 5 Years of Economic Trends
19:44 - Upside Surprises: What Could Surprise Us
23:24 - Travis and Tay: Potential Surprises Explained
24:15 - Debt Bubble: What Happens if It Pops
29:40 - Energy Sector Implications: What This Means
32:26 - Energy Efficiency Strategies and Insights
36:04 - Real Energy Conversation: Challenges and Solutions
37:32 - Accountability: Who Did It?
42:48 - Countering China: Strategies and Approaches
45:50 - Investing in Energy Infrastructure Opportunities
53:47 - Fund Focus: What Else Does the Fund Look At

https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected