Big Digital Energy

0:03 my catty wampus. Mike, I was about to say, Jacob, you've got to leave that in catty wampus catty wampus. First time I think that's been said on BDE. Everybody, welcome to BDE and this week only

0:19 Chuck Yates needs a job. I'm going to push this podcast out on both channels and believe it or not, I mean, all the time we've been doing this, I still bump into people that they're like, Oh,

0:32 you do BDE2? or they go, Oh, you have another one besides BDE. So just took some time. What does that say? I'm a shitty marketer. I'm lazy. So anyway, those of you who are fans of big digital

0:48 energy with me calling Kirk and Mark, I also do another podcast called Chuck Yates needs a job and it is generally has a guest on it. Some investigative reporting everyone wants in a while. Usually

1:02 as a guest, it's usually a long format, think kind of Rogan style with a guest, about 75, 80 of the time I'm doing energy, and the rest is kind of whatever pops up. Did a Kennedy assassination

1:17 podcast one time, had a religious studies professor on. We talked about the supernatural and the occult. And for fans of Chuck Yates needs a job, me, Mark, usually Kirk, usually Colin, talk

1:34 about the weekly summary of the energy business, and we say it's for people that think Jim Kramer sucks. So, didn't Kirk have the cast party for his new golf

1:48 reality, golf influencers reality show? I think they're filming this week, and I don't know when the party is, but I noticed we didn't get invited. I think it was Sunday night. Was it Sunday

1:58 night? Oh, let's let's talk about parties and invites for we to meet your matters. There was a great tweet. There was a great tweet. It was an epic tweet. So happy birthday. Oh, well, thank

2:10 you. Thank you. Yeah. Happy birthday, Kirk. So last week, Colin tweeted out. Nimble Fatty just told me that Jules throwing him a birthday party on Saturday. Dude leads a different life than me.

2:26 And she did. My dear friend, Jules, we went, Lauren, I went to tell you, I went to the blues and brews festival, saw Gary Clark, Jr. on Friday night. Anyway, it was great. And we had a

2:38 dinner party on, on a Saturday night, and that Jules hosted. And anyway, she, she, she brought violence that night. She, she took Colin's tweet and retweeted it saying, if only you had smoked

2:55 the pound, you might have been invited. So it's just great. She does. That may be the tipping point. I thought his follow-up the next morning was cool, that he was in a dream state about Joel

3:07 tweeting something about him. So you saw Gary Clark. Saw Gary Clark Jr, guys. So good, he's so cool. Yeah. He did

3:15 a, it's been, I think, two or three months ago, he did a podcast with Rogan and just what a great story and just. Jake, 'cause he's an Austin guy. Yeah, he's an Austin guy If you've never seen

3:29 him or heard him, he's absolutely, absolutely worth listening to. Yeah, so he got on the radar screen for me with the Foo Fighters Sonic Highways thing and you know how they went to eight

3:44 different cities, recorded a song in each city and made the HBO series about it. He played with them when they did Austin and that's kind of where he popped up And I think on that tour, he opened

3:58 up for him because 'cause I saw that tour three times, I think, and saw Gary Clark Jr. three times. He's great. Your boy Grohl was a bit in the news here over the past few weeks. You're a TMZ

4:11 guy, why don't you recap us on that? Well, Dave Grohl made an announcement on social media that he has fathered a child, a daughter, outside of his marriage, and he's gonna be a really good

4:25 father and he's gonna beg his wife and his existing daughters for forgiveness. Rockstar behavior. Rockstar behavior. Supposedly not uncommon for Mr. Grohl. Also cost him his first marriage as

4:42 well, so.

4:44 I'm surprised we didn't see you on TMZ this week. They haven't called recently. It's been a year and a half since they had me on. I don't know if I messed up saying something - I but, don't know

4:56 if that's an ABC show, but we just got ABC back on. And all of it's affiliates back on direct TV. They were in one of those. Oh, the specs now. 'Cause yeah, it went dark right at the start of

5:08 college football season. Yeah, I was actually gonna figure out how to get rid of direct TV.

5:15 And I've literally had it since the day it came out. Yeah, I've had it for over 20 years. Yeah. Yeah. And always loved it, but not having ESPN just kind of, if you don't have live sports,

5:28 that's all TV's left for.

5:31 So how was Jewel? She was good. She was good. She's been out on tour with Melissa Etheridge. And she's got a cool art project that she's working on. And I don't know if we're allowed to talk

5:44 about that. So I'll keep the details to you. She has teased about it on social media. Okay. Very intrigued by what's going on. Yeah, no, it's multi-faceted, multi-talented, multi-genre.

5:55 And what was really cool when we were there Saturday morning, we had a video conference call with the International Space Station. It was so cool because one of the astronauts up there had taken

6:11 Jules' meditation class and kind of become friends with Jules and said, Hey, would you like to talk to the space station? I bet your son would love for me to show around. And so anyway, Jules, I

6:25 come in here, sat in front of a computer screen. It was all I could do to not ask the question, How do you poop? I really was fascinated by that, but I was on my best behavior. Next time you see

6:36 her teller you have a friend that spent a significant amount of time in Homer, Alaska. Oh, there you go. I've been. I went up there and checked out. Check it out. A lot of eagles around Homer.

6:49 Yeah, especially. Yeah, and it's pretty cool Well, it was fascinating too because. Uh, we, when we got there, her brothers were playing in a bar and, uh, so anyway, maybe I had too much

7:03 vodka that night. No, walked out at two in the morning and it was still sunlight and I would just, I swore off vodka for a year. I was like, Oh my God, this is crazy, but yeah, it's gorgeous.

7:15 I empathize. It's gorgeous up there. So anyway, all right. What's up in the news? Well, as we have the past couple of weeks, just because of the volatility in crude and related equities markets,

7:28 I thought it would be good to revisit one more time. We are because basically I said last week that crude was fairly priced and that it was headed down. So what's happened last week? This is more

7:42 about, I think, good insight into what's going on by someone who spends a lot of time commenting and following crude, commenting on and following crude markets That's a nice Rory Johnson.

7:56 Yeah, he does the crude chronicles on substacks. So if you're not aware of his work, highly recommend it. But, you know, we're gonna attach a couple of

8:04 tweets from the

8:07 last few days where, you know, basically reinforcing the position that we've talked about at a high level, which is fundamentals don't matter here. We're going through a reset. And if you look at

8:19 what happened several days ago and crude TI dropped below 66, you've got competing record levels of

8:30 speculative short position in the paper market. So we always have these kind of bounce moments now, crude trading north of 71. It's up about 8 equities as defined by the XOP ETF or up 6 You know,

8:50 some of the stocks in that index on the MP side had reached their. contemporary lows from three years ago. So, fundamentals don't matter until they matter. And we're going through kind of the

9:04 natural

9:07 catharsis here as it relates to the spec positioning in the contracts. And so, also what's driving the bus is what we're anticipating here in

9:20 just over 3 12 hours. Yeah, we're at 10. Is the Fed decision? Yeah. And the baseline's what, 25 basis points, but there's speculation it could get a 50. Yeah. And, you know, we've, I

9:35 haven't paid close attention to the other economic data points. It seems like we're seeing things like confidence come in, marginally stronger China, still a demand worry, et cetera. But

9:46 inflation's down to 2 12. Unemployment's up to four, so there's at

9:51 least some softening Crude crudes off a little bit. this morning. So it'll be interesting to watch it after two o'clock Eastern, two o'clock Eastern,

10:02 so

10:04 hopefully we won't have to talk about crude next week. Yeah, yeah, you know, the interesting thing. So I'm gonna say it was like four or five months ago, but it was probably a year, just kind

10:14 of how the mind works that I had Rory on the podcast. And one of the things he said that was pretty interesting is we keep talking about returning to pre-COVID. And he kept saying I'm not sure

10:31 that's the right thing to do because a lot has changed because of COVID, you know, different working situations. And so figuring out what quote unquote the new normal is, he says actually going to

10:45 take us a while. So I've seen him echo that theme in tweets kind of over the last, you know, year or so, just like, you know, just Airline travel is up after COVID. Doesn't mean we go back to

10:60 2019. We're just gonna have to sort through and slog through and figure out how to do more. Right, it's 2019, the proper baseline. Yeah, yeah. So, although I did see a few days ago that Amazon

11:12 has issued a return to work five days a week directive. Yeah. I've heard that actually what they're doing with that is they're hoping that the people that don't wanna come back from work at home

11:26 quit. And this is the way they kind of clear out some employees. And it's likely those are the employees they don't wanna have. So, organic attrition and then we've got AI in robots. Exactly,

11:41 yeah, exactly. So, it'll be interesting to see. So, this was crazy. Yesterday I went to lunch with some guys that I'd met in Australia when I was over there this summer. really good dudes,

11:56 they had come to the energy club of the Northern Territory, the kind of party that they had where I spoke and then Brian Sheffield spoke, I'd met the guys there and they said, hey, we're coming

12:10 over to Houston for this gas tech conference. And I don't know, when the guy emailed me like a month ago, I don't know that I'd ever heard of gas tech. And so it's crazy, you look it up, there's

12:22 supposed like 50, 000 people running around, George R. Brown, 5, 000 delegates.

12:30 Every CEO of any gas-related company is in town at the meeting. This is like a really big deal, and I don't know anything about it. And Josh Young was doing Twitter play-by-play yesterday. He did.

12:43 Well, he went to some scientific demonstration on LNG. Yeah, it was cool. Yeah, it was cool literally put water on top of LNG and drink the water because they won't mix. Now, I'm not sure I'm

12:55 going to do that, but so, so I

12:60 agree with you. A gas tech seems to have flown under the radar, which is a bit surprising, particularly in Houston. I've never been. I was perfectly aware of it, but this one feels like kind of

13:14 Sarah Week dynamic. Yeah, the global, the global conference time, the, the marquee event in, in Houston is always in the spring and it's always Sarah Week Where you see a lot of international

13:27 participation in attendance and speaking. Um, this one, I think I looked on Reuters energy news yesterday. The headlines had four or five of the top headlines were things related to panel

13:41 discussions and what CEOs were saying, uh, particularly about, uh, about L and G. Yeah, particularly the band. I saw a couple of the, yeah, the pause, the Biden pause and Biden pause So,

13:53 and so what I think is. is evident here and just plowing through some of that reporting is

14:05 we're from an executive standpoint, you know, the pro-LNG constituency is playing offense here a little bit more. And that may just be a function of, you know, just what we've seen in a bit of a

14:21 shift in the overall kind of oil and gas battle with renewables and the climate opposition. But one thing that was notable and one thing that Mike Wirth referenced and talked about the Biden-Poz Ryan

14:41 Lance was also one of the main speakers as well, Conoco Phillips Chairman and CEO, is I've viewed as much more explicit. reference to what's happening and going to happen with power and AI and

14:58 gases roll in that. So, you know, it's shown up as a hammer in this debate and it's one data point meaning gas tech, but I do think there's a much higher profile messaging out there around what's,

15:18 you know, what's going on both domestically and then thinking about internationally with natural gas. Well, I sent out a tweet last week and Paul Clark, I don't know if you followed Paul on, and

15:31 I don't even know, I don't know that I've ever met Paul in my life, not even sure his background, but we got going and I hope he's okay with me saying this. I'm sure he will be. We got going in

15:41 direct messages about it. And my tweet was basically, natural gas guys are just going to miss out if they're not talking directly to the tech companies. with, Hey guys, here are your electrons.

15:57 And Paul came back and was saying things like,

16:02 saying things like, It's really hard to generate electricity. Companies can't do it. And my response back was, Well, they have to,

16:11 you know? It's just, you know, and whether that's partnering with power generation companies, you know, the word on the street is a couple of the large natural gas guys, the Hillcork being one

16:23 of them, are starting to hire those old IPP guys, the independent power producing guys, to start figuring this out. All right, how do we sell electrons? 'Cause I really do think, you know, we

16:35 just keep seeing headlines every day of, and I think the headline last week was, was it, who, which tech company got three nukes permitted? I forget. Oracle. Oracle, yeah So yeah, and the

16:51 devil in the details there is. no location specified in that there's a whole set of local hurdles, local and state hurdles and community hurdles that they're going to have to clear, which then

17:05 points back to, you know, there's always a landmine out there

17:12 beyond the fundamental permit approval that deals with the messy issues that, you know, we've talked about in the context of the mansion, Barasso, energy permitting reform act. We've got to get

17:26 these roadblocks out of the way. Otherwise, we're looking at, and I think Dan tweeted in response to something that you talked about, you know, eight years, do they have the time is, you know,

17:37 are they going to miss the bus? Well, if you can get a gigawatt, I don't care if it's a collection of small modular reactors or a utility scale facility. If you can get one done in eight years.

17:50 That's going to be an all-time record. the US. Although I still and

17:56 I don't have any evidence of this. So this may just be my 10 fall hat. We keep looking at permitting and building and all this through the lens of we're energy companies. And I don't need to remind

18:10 the audience that people hate us, you know, and they don't want us permitting this type of stuff. And they fight against us. I don't know if big tech is going to have those issues. One, big tech

18:22 can walk into Washington and kind of give them whatever they want. And in effect, get whatever they want. Number two, say what you want about Silicon Valley, they have money to throw at stuff.

18:33 And they usually do things really quickly. So and there's more political affinity, which is yeah, really. No, that's connected to all that or that's that's the result of all that. That's the

18:44 guts of it. So I think when you when you start looking at timetables and permitting and all that you have to say. What if the favorite sun walks in and not the bastard child

18:56 walks in to see how, so it'll be interesting to see how it plays out, but I really do think if you're in the natural gas business, you need to figure out how to sell electrons and you need to go

19:08 straight talk to Silicon Valley. You need to sit down with Microsoft, Oracle, et cetera, and say, guys, we have this solution today. It's cheap. We've got enough natural gas in the United

19:19 States It's going to be cheap for a long time. I mean, we all know how the crack dealer works, right? He gives the crack away for free, gets you hooked, and then you're there forever. That's

19:32 what the natural gas guys need to be doing. They all just seem to think that, well, the utilities are going to supply the power and they're going to need more natural gas stuff. Dominion's already

19:44 telling data centers, no, and that's going to happen elsewhere. Yeah, and we talked about what's going on in Pennsylvania about the

19:56 tug of war between what's on grid and off grid related to the nuclear facility that Amazon is partnering with in its data center there that they recently purchased. So being able to

20:15 build out independently is I think going to be part and parcel. In other words, am I exposing the grid rate payers? I never call them customers. The grid rate payers, particularly the residential,

20:32 just the average citizen. What kind of vulnerability does this pose if we've got a hybrid where there's some grid and some off grid? Yeah, one other thing that's sort of related to this. is a

20:49 Tesla in their Q2 release. And I don't know if it's press conference or just in a release, or

20:60 whether Musk was tweeting about it, but basically I think it was 94

21:07 gigawatts, hour per hour, or whatever, battery storage that they sold, which was

21:16 up 2X from the first quarter And that's the home stuff and the utility scale stuff. I forget what they call it, like megapower or something. But anyway, I

21:27 mean, I think we in Houston - Megapower. Megapower or something. Cara. Megapower, whatever it is. But

21:36 yeah, but I mean, I got a good look at getting batteries or a generator. Somebody in your family has one. Oh, no. Dad. That's very, back during Yuri, you were the beneficiary. I was

21:49 the, I was very interested in it. Charles is forward thinking, the power wall, I remember. Exactly, my inheritance. There is, I think one related story. I think you centered around in the

21:58 group thread, but

22:01 it was out last week that CHIP startup or AI startup,

22:06 GROQ, has partnered with Ramco to build a giant data center in Saudi And I think that is conceptually a model of what we ought to be doing in the US is going straight to the partnership whereby,

22:28 this is I would assume very heavily oriented toward commercialization and capturing value out of the kingdom's vast gas reserves, which have not been exploited and developed at the same. level and

22:45 rate as we've seen over the last 75 years on crude oil. In fact, it's well known that during peak summer periods that the Saudis burn crude for power generation, they're looking to mitigate that.

22:59 That's not related to this. But it is an example of exploiting the opportunity that's presented by AI and data centers. And I don't think we're going to have the political inertia that we've got

23:15 around this issue as it relates to direct generation of gas generating

23:23 power for these increasingly large data centers. Yeah, no. But the bottom line is tech knows they need power, and they're going to choose. And so if you're a natty guy, go talk to the end user

23:40 So

23:42 What else do we have on a run a show?

23:46 We've got This was out last week. We've got BP looking to sell or announcing a sale of its onshore US wind business which Currently constitutes 10 projects

24:03 at about 13 gigawatts combined Siding the same you know factors inflation supply chain materials inflation The like but the official when you've lost BP

24:17 Well, the official the official comment was misalignment of business with future growth strategies But they made it clear and we've attached a piece from Zacks that Featuring the pivot were more

24:36 aligned

24:38 with Taking on full ownership

24:42 of a European solar company called LightSource. So I don't know what their interest is in LightSource, but they are pivoting from US. onshore wind to European solar.

24:55 Yeah, right. Which is, you know, after taking - As a frying pan into the fire. Well, after taking massive impairments

25:05 on things like UK offshore wind. Right At least hold that I think to the

25:13 tune of600 million. I, you know, I think moves like this are necessary, but trying to thread the needle from a perception standpoint is problematic for a company that's lagged its peers primarily

25:29 because it has, you know, it

25:34 was a bit ready fire aim on shifting the portfolio in capital allocation a few years ago to go hard after. things that ultimately ended up biting them and certainly has contributed heavily to their

25:49 discounted valuation, the underperformance of stock. Well, and I wonder, does this also, you always assume that who's ever selling you something knows way more about the asset than you do, right?

26:02 I mean, that's due diligence. But I wonder if it also says future CapEx, displayed replacements, et cetera, are gonna be caught more costly than even accepted by the market right now,

26:21 recognizing increased prices, et cetera. It's the old, these assets are better in someone else's hands. Yeah. That was part of the commentary.

26:33 So,

26:36 oh,

26:38 anything happened last weekend? weekend. Besides your birthday. Besides my birthday. You know, this is like crazy in that we've had two assassination, or we had the second assassination attempt

26:52 on Trump. Supposedly this morning, there's a long island rally tonight for Donald Trump, and they just stopped a car that had explosives in it. I mean. Is it a box of pagers? Yeah, that's crazy.

27:09 Unreal. Yeah I mean, I don't know how I feel about that just because of the indiscriminate nature. I mean, a kid could have had the pager, you know. So I worry about that. But just, I mean,

27:26 if you can take the morality out of it and just the ability to actually think that up, do that and execute is just the stuff of like a movie script never know how they do it. Yeah. No, it was,

27:44 but back to the Trump chronicles. Yeah, I

27:50 found it interesting that

27:54 the kind of hyper politics, the personal aspect of this, the insults and the politics of personal destruction really didn't take much of a pause. And I would say that's true on both sides. It's

28:06 kind of reacting and making sure and may have something to do with the fact that we're approaching the end of the runway as it relates to the election. And so not a day to lose.

28:20 But it's, you know, things like, I think a general theme on the Harris side is and the media is Trump brought it on himself. You know, it's really his rhetoric that has motivated this type of

28:36 kooky behavior. His words cause this, not mine. But then with every opportunity to be magnanimous

28:46 on the heels of Taylor Swift endorsement of Kamala Harris, we get this all caps tweet or I don't know if it's on truth or in screenshot it and and repeated on on Twitter, but in all caps, I hate

29:01 Taylor Swift Yeah, I could see

29:06 either not commenting or, you know, having admiration for someone who's built an incredible franchise, you know, I don't pay much attention to what I profile people who aren't informed on the

29:27 issues or when they say things, they kind of show themselves. But what's the, you know, what is the.

29:40 what is the opportunity there to maybe

29:47 rhetorically

29:49 be a bit

29:53 more considerate? Does that make sense? Well, and I don't - I mean, if you've got that generation or that fan base, which is massive

30:03 in

30:05 any part of the undecided camp, why not,

30:11 or even peripherally to that, you don't, I think her

30:16 most staunch supporters are probably gonna fall in line and vote her endorsement, and won't think about it any deeper than that, and that's fine, but - Well, you know, it's the whole thing, he

30:29 can't help himself. The data's actually showing that the endorsement helped him more than it helped Harris. The thing I come back to with Trump is,

30:45 I saw him on the view and I don't know what year, but let's call it 13 or 14. It was before he announced that he was running for president. He came on, Barbara Walters introduced him as my very

30:58 good friend Donald Trump. He said all the same policy things he's saying today, but he was flirting with the women and they just loved him And it's like, if he could find it in his self to give us

31:14 45 days of charming magnanimous Trump, I think he'd win 60-40. I really do. I mean, it's like, and I get it. I mean, he's in fairness to him. I mean, they took500 million because a judge said

31:30 that Marlago is worth18 million. I mean, gosh, everybody in the planet would buy that for18 million.

31:38 I get that he's been beat up. And I mean, he's had people shoot at him and the like, but it's just like, if he could just be magnanimous for

31:49 45 days, he'd win going away. I did see him talking about, I don't forget where he was last night, but he was talking, I think it was in Flint, Michigan. He took a moment to acknowledge that

32:04 both President Biden and Vice President

32:07 Harris had called him, and it was just a very, very nice, very, very nice.

32:13 So, you know, back to the campaign trail immediately. I just, it's just become so bizarre, and I'm not gonna say that we've gotten past the most bizarre. You know, hopefully there's nothing

32:30 more like what you just alluded to with the

32:34 Cardinal Rally with explosives type of behavior, but I guess cynically nothing would surprise me. Yeah, it was shocking to find out this weekend that there's a different standard of care for a

32:51 candidate versus the existing president of the United States. I mean, you know, I think that's, I think that - And I don't know if that was just something that was said in the moment to kind of

33:02 cover up for the fact that maybe the Secret Service hadn't done its job Properly, but - I've been around two situations where

33:14 there've been events. One was a wedding at the Houstonian when HW. was still president and he and Barbara decided to have dinner and it was a nightmare, both to get in and out and even just move

33:30 around the hotel. And then with a former president, when we had Um. 43 as a keynote speaker,

33:43 and I got a little bit inside all that because I moderated the discussion back in 2017.

33:51 It struck me comparing and contrasting those two experiences with being close to the Secret Service Advanced Team, all of that. It was a very different intensity, if that makes sense So the former

34:09 president, it was Lesson Towns. Yeah, he's got it. And I don't know what his day-to-day is like, but around quasi-public events like that, yeah, I mean, they were present and there's probably

34:23 a lot of stuff that I didn't see. I just think that what I experienced and it was many years before that experience with 43 for a sitting president, There's, yeah, there's.

34:38 Naturally, a lot more. You just think it should be threat level driven. You know, and I mean, the fact he was already shot at once, I mean, and Iran's out there saying that they're trying to

34:52 execute him because of the terrorists he took out. I mean, you would think they'd have their A-game on

35:01 'cause you would think a current president would have a higher threat level than a former president But yeah,

35:09 it just, the one thing, and I hate to be this cynical and all, but I mean, there's some evidence for this. I mean, Biden did not give secret service protection to RFK Jr. And that to me is just

35:25 given what his family's gone through. You don't even have to like the Kennedys, but given what they've gone through, I mean, that guy should be protected They gave it to him when Trump got shot.

35:38 And when he dropped out of the race, they've taken it away. Can we attribute that to incompetence of the analysis? I guess we have to do it. As you said, in

35:51 the last time we discussed it, it's getting harder to do. Yeah. It just really is. I'm going to throw you a dealer's choice. All right. What's going on with the Diddy situation? What'd you take?

36:04 That's so creepy I mean, it's just. You heard the city of New York ask for their key back. Did they? Yeah. But I mean, that's just so creepy. I mean, what is it about? You're further inside

36:15 that world, not the creepy part. Yeah, I was about to

36:24 say thanks, dude. But you photobomb plenty of. Yeah, it's just so weird that I mean, and you know, I think it comes down to, you know. powerful person, you can kind of do whatever you want,

36:40 but I mean, filming all of it, using it to extort people. That's crazy. The, I

36:49 don't even know what to say about it. I had heard that he's incarcerated at the same facility in New York as word, Epstein was ill. Let's let's have the cameras rolling this time to I predict that

37:04 you'll make a TMZ experience soon. Oh, there we go. Perfect. TMZ, if you watch, which I'm sure they do. Oh, yeah. I'm sure they're watching video. Chuck's got, Chuck's got time on his

37:15 calendar this week availability. Happy to the, I still want, you know, one of the things I need to do is revamp Chuck Gates needs a, needs a job somehow. And I'm, I was wondering do I travel

37:27 kind of like Anthony Bourdain did go out to the field, stuff like that. That'd be fun. It'd be a lot of work on Jacob to edit it.

37:37 But One of the ideas too would be TMZ energy. You know, let's, let's go. When somebody's walking out of the petroleum club, you know, ah, we've got, you know, Doug Brooks walking out, you

37:49 know, Doug, what's the latest on this? That would be, I think that would be fun for a while. We ought to at least do one episode of that where we famous people in the energy business catch them

38:01 on camera while they're at the airport walking out of our restaurant

38:08 Anything else? I think that's a, well, hopefully next week we've got

38:15 Colin and Kirk back. Yeah, guys that are actually doing work for a living. And I am recording three Chuck Yates needs a job the rest of this week. Paul Clark's actually, we're gonna do it online

38:30 and just pick up where our direct messages were going. And then I've got a young engineer who's coming in Friday morning who wanted me to read his resume and help think through the job stuff. And I

38:46 said, only if we do it on air. So it's almost gonna be a job interview, me prepping him. We'll see how that goes. That'll be fun. And then who else is coming in?

38:59 Oh, I've got another algae guy that's gonna save the world by producing algae because it

39:12 can convert CO2 into oxygen. So we'll do that Friday afternoon. So I'll have three in the upper and we won't have to do this.

39:24 All right, good to see you Mark. Thanks everybody for tuning in. Go subscribe to both BDE and Chuck Yates needs a job You got enough time to watch both weekly. Uh, leave us comments, reach out

39:38 on Twitter, collide, uh, et cetera.