Trump at Davos, Natural Gas Spike & Continental Energy Halts Drilling | 01.23.26

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.

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Click here to view the episode transcript.

Cody Jinks & Ward Davis - Full Interview | Late August Sessions Ep. 1

https://youtu.be/p2qmKBTrWLU?si=t5q3HXo8-bp9cU7x

00:00 Winter storm forecast and natural gas price spike
04:36 Waha pricing chaos and infrastructure bottlenecks
07:49 Trump's Davos speech and windmill comments
15:16 Military action in Greenland media hysteria explained
19:00 UK turning North Sea into museum of regret
21:14 China's climate strategy and green technology positioning
26:20 Harold Hamm shuts down Continental drilling completely
31:14 Well-level returns versus corporate performance disconnect
35:15 Aramco CEO on global spare capacity concerns
40:07 AI-native software capturing workflow data

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