Chuck Yates Got A Job

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Why Oil Companies Leave So Much Money Downhole

July 10, 2026

Everybody chases the drill bit, but the real money can hide in wells that have produced for years. D.J. Snyder left drilling and completions to chase what nobody wanted to touch: production. His company Vannevar builds downhole tools that squeeze more oil out of wells already in the ground, using a marginal gains mindset borrowed from F1 and the Tour de France. Chuck gets into frac plugs, pumper routes, why nobody shuts in a well to fix it, and how AI could give operators one source of truth....

The Best Oil Investment Most People Don’t Understand

June 30, 2026

You can own the dirt under someone's ranch without ever setting foot on it and still collect a check every month while an oil company does all the work. Karl Brensike of Harvest Mineral & Royalty Partners calls minerals the single greatest asset class on the planet, and he makes a pretty convincing case for it. Chuck digs into how regular folks can finally get a piece, why people really decide to sell, and the apple pie scheme that squeezed a million bucks out of Chevron.Click here to wat...

The Stablecoin Backed by Real Barrels of Oil

June 25, 2026

What if you could stash a barrel of oil in a digital bank account and drop it in your kid's Christmas stocking? That's the wild idea Wil Harris of Energy Substantiation is chasing, building the stablecoin of oil. He breaks down how WTI coins work, why nobody had ever banked a barrel before, and Chuck puts on his critical investor hat to try and blow the whole thing up.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where ...