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  • Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26

    Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26
    2026/09/01

    Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what PDVSA has to be paid to cooperate. Plus Druckenmiller calling out his old Soros desk mate Scott Bessent on Treasury buybacks, ranking the super majors, and 40 trillion in debt.

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    00:00 Houston Food Dives Without Mark
    04:55 Trump's Venezuela Oil Deal
    07:17 Defending Trump on the SPR
    11:12 PDVSA Royalties and Ohio Shale
    14:48 Would You Take the Meeting
    19:14 Persia, BP and the Hundred Year Warning
    24:21 National Oil Companies and Real Operators
    25:49 Conoco Claims and CEO Changes
    27:48 Tim Cook, Apple and AI CapEx
    31:53 Ranking the Super Majors
    36:34 Bessent Versus Druckenmiller
    40:40 Oil Talked Down and AI Editorials
    42:49 Where the First Opportunity Lands
    46:03 Lightning Round
    48:35 Forty Trillion in Debt
    52:13 Tier Lists and Shout Outs

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    57 分
  • U.S. Energy In A Changing Global Market with Sean Maher

    U.S. Energy In A Changing Global Market with Sean Maher
    2026/08/26

    ​Energy markets are shaped by more than a headline price. In this Community Call, Sean Maher, VP of IR and Chief Economist at Phillips 66, joins us for a macro-level conversation on the forces moving today’s energy landscape.
    They’ll cover the uncertainty in the market, where refined products fit in, why American infrastructure matters, and how the U.S. connects to the rest of the world.

    Click here to watch a video of this episode.

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    00:00 Sean Maher and Phillips 66
    0:02:15 Diesel Cracks and Margin Outlook
    0:05:12 Damage to Russian Refining
    0:09:15 Demand Resilience and Turnarounds
    0:13:10 AI Inside the Plants
    0:19:37 Gasoline Versus Diesel Demand
    0:24:36 El Nino and Distillate Inventories
    0:26:19 Global Demand and Record Exports
    0:30:16 Value of US Infrastructure
    0:33:17 Cost of Building New Capacity
    0:36:00 Global South Priced Out
    0:38:58 Fractionation and Permian NGLs
    0:43:55 Export Dock Capacity
    0:46:03 Canadian Egress and WCS Diffs
    0:50:17 Venezuela Versus Canadian Heavy
    0:53:35 Energy Sector Rerating
    1:02:10 Why Energy Education Matters
    1:04:39 Bonnies Basketball Sign Off

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    1 時間 6 分
  • Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26

    Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26
    2026/08/25

    Diesel cracks just hit 102 dollars a barrel while the Treasury Secretary says he does not understand why oil spiked, which tells you everything about a products led market. Hormuz sits at day 176 with transits down 86 percent, Buc-ee's makes more on beaver nuggets than it does on diesel, and the SPR is now a strategic suggestion. Then there is AI flaring, the case that token burn on drifting bots is the same waste as burning gas you already paid to produce.

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    0:00:00 Bessent doesn't understand the oil spike
    0:02:34 Macro guys versus the physical traders
    0:05:26 The 102 dollar crack spread
    0:08:29 What it actually costs at the pump
    0:10:25 A strategic suggestion, not a reserve
    0:15:48 Hormuz, day 176
    0:20:05 Who runs short on diesel this winter
    0:22:55 Australia emptied the whole clip
    0:29:55 Phillips 66, Elliott, and Streamline 66
    0:33:27 Structural or cyclical
    0:38:24 AI flaring and the token burn problem
    0:46:52 Bots, drift, and Grok running all night
    0:49:05 Amazon builds an island in Pennsylvania
    0:53:44 ERCOT's December audit math
    0:57:18 A weekend in Telluride
    0:58:43 Remembering Frank Beard

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    1 時間
  • Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26

    Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26
    2026/08/19

    The sixty day clock on the Islamabad MOU ran out and nobody blinked, so Hormuz is still a coin flip and the diesel crack just printed 102 dollars, bigger than the price of crude itself. Kirk, Chuck, and Mark get into why nobody will build a refinery, how FedEx surcharges quietly lock in higher prices, and whether Meta and Entergy are about to hand Louisiana ratepayers a very long bill. Plus live questions from the Collide audience and a heartfelt sendoff for OJ Brigance.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    00:00 Flock of Seagulls and concert stories

    04:31 Hormuz deadline passes with no deal

    08:43 Blaming the IEA for tight refining

    12:16 Diesel crack spread hits a record

    18:02 Fuel surcharges and the inflation ratchet

    24:21 Meta, Entergy, and ten new gas plants

    29:06 The case for behind the meter power

    31:42 Capacity offline and the water question

    37:29 Why nobody is building a refinery

    41:50 OPEC unwind and closing tributes


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    49 分
  • Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26

    Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26
    2026/08/14

    EOG drilled two wells in the UAE that look suspiciously like the Eagle Ford, and Chuck has a theory about why. From there it's Amazon dropping a 7.6 gigawatt private gas plant on a West Texas ranch, Vivek Ramaswamy flipping the script on Ohio data centers, and a cattle rancher whose herd is spooked by the noise. Power demand is rewriting land use and politics at the same time, and we are here for it.

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    Click here to view the episode transcript.

    00:00 Catching up
    01:12 EOG's UAE wells
    03:04 Chuck's theory on the rock
    04:43 Who captures the value
    10:07 The copycats are coming
    11:52 Amazon's West Texas gas plant
    14:14 Behind the meter is the grid now
    17:45 A prediction about Ercot
    19:38 Gas leaving the pipelines
    21:13 Eminent domain and interconnects
    24:40 Ferc and crossing state lines
    26:13 Ramaswamy's Ohio data center plan
    29:25 The rancher pushback
    31:16 Costs, jobs, and tax abatements
    35:14 Fermi America and the nuclear question
    39:20 Wrapping up

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    41 分
  • Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26

    Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26
    2026/08/05

    Trump wants the oil majors to hand their profits back to the public, and the crew has opinions. From taco trade whiplash in the Strait of Hormuz to Chevron reinventing itself as an infrastructure landlord through the Microsoft Kilby deal, this Collide roundtable unpacks windfall tax theater, BP fleeing a 78 percent North Sea tax bill, and the hidden demand destruction quietly showing up at Applebee's. Plus bling, beaver nuggets, and a heartfelt close.

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    Click here to view the episode transcript.

    0:00:00 Van Halen reunion energy
    0:00:53 Trump's tacos, tantrums, and the Strait
    0:06:37 Windfall tax outrage and the margin math
    0:14:49 Chevron's Kilby bet: oil company turns landlord
    0:25:38 Refiners printing money and demand destruction at Applebee's
    0:32:36 BP bails on the North Sea, eyes Houston
    0:38:11 Darren Woods vs Brussels on methane rules
    0:47:34 Bling, Bucky's, and beaver nugget economics
    0:53:29 Landman cameo dreams and West Texas
    0:56:22 Mark's reflection and a Collide thank-you

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    1 時間 3 分
  • Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26

    Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26
    2026/07/28

    Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is not buying it, and the receipts go all the way back to Greenspan. Then it is deal season, with Magnolia grabbing Wildfire and Matador stacking up two more, all cash and no leverage. Plus SLB is quietly building a billion dollar data center business with Liberty, and somebody deserves a raise for selling that one.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    00:00 A rough start
    00:43 The 2028 gas shortage call
    04:46 Why the shortage never shows up
    06:16 Lessons from 2001
    10:04 The reserves nobody modeled
    14:16 Permian gas and LNG contracts
    17:49 Deal season: Magnolia and Matador
    19:19 Why private equity is selling
    23:28 What the deals are really worth
    30:32 SLB and the Liberty alliance
    36:36 Jones Act next week

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    39 分
  • Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26

    Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26
    2026/07/21

    A listener named gopher27 fired back with Bastiat, Krugman, and Thomas Jefferson, and what followed might be the sharpest debate this show has had in two years. From whether Walmart really guts a small town to Middle East escalation rattling crude, a hurricane aiming at the refining corridor, and the messy fight over data centers, water, and farmland, the guys chase it all down.

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    Click here to view the episode transcript.

    00:00 gopher27 vs Kirk: Walmart, corruption, and local dollars
    07:28 Middle East escalation and the market shrug
    13:10 Trump, a Beatles hoax, and a pipeline theory
    15:27 Hurricane season meets the refining corridor
    19:09 The Jones Act and record exports
    23:05 Data centers vs farmland by the numbers
    34:18 New York's moratorium and local pushback
    36:39 Project Kilby, brackish water, and cooling
    42:57 Almond milk math and signoff

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    44 分