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Devon-Coterra Mega Merger, Data Center Cancellations Spike & Rubio's Mineral OPEC | BDE 02.06.26
Episode 185
Friday, 6 February, 2026
Kirk Coburn, Mark Meyer, and Chuck Yates tackle Devon's $58 billion merger with Coterra—a Delaware Basin land grab with Marcellus as an afterthought. They break down why scale matters when your cost of capital beats everyone else's, why Oklahoma keeps building great companies Houston eventually swallows, and why data center cancellations reveal America's infrastructure crisis. The real insight? PJM's grid failures prove you can't bolt 21st century AI demand onto 20th century infrastructure with 19th century permitting. Plus: Trump's trade flurry, China's mineral monopoly, and why we have 2 icebreakers while Russia has 54.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 - Goldman's Jersey City building and Connecticut commuters01:36 - Collide's IRR triples with software sales03:19 - Why retail AI can't handle deep energy verticals05:50 - Devon-Coterra merger breaks: $58B Delaware play08:29 - $1B in synergies means AI replaces people11:03 - No-premium stock mergers finally catch on13:19 - Panther to WPX to Devon Delaware journey15:11 - Oklahoma builds energy companies Houston acquires17:12 - Grok's brutal take on the merger20:15 - Scale drives cost of capital advantages22:13 - Data center cancellations spike from 6 to 2525:23 - Microsoft's Azure growth disappoints Wall Street27:18 - Why AI compute costs become investor concerns29:20 - Collide builds Spindletop for on-prem processing31:40 - Data centers pivot from urban to distributed models33:40 - PJM cancellations expose grid reliability crisis36:31 - Trade policy lightning round begins39:14 - US shipbuilding can't compete with China's 300x capacity41:37 - Rubio builds OPEC for critical mineralshttps://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
