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Brent whipsaws on Pakistan mediation hopes while the back of the curve sits in the 60s, which makes 2027 capital planning a mess for producers. New West Texas zones, the Barnett-Woodford, foreign money chasing US LNG, and a call for $250 oil against the peak demand crowd. Trump and Zelenskyy fight over diesel and refinery strikes, Europe enters winter short on gas, California weighs refinery restarts, Finland halts Google, and Venture Global buys its spot in the turbine line. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00 Chuck Meets Andre Agassi06:01 Brent Whipsaws on Mediation09:36 Backwardation and 2027 Capex11:28 New West Texas Plays13:45 Foreign Money Into US LNG18:55 The 250 Dollar Oil Call24:15 China EVs and Oil Demand27:56 Chuck's Gold Price Call30:01 Join the Collide Community32:33 Trump vs Zelenskyy on Diesel39:44 Europe's Thin Gas Winter42:54 Longhorns Playoff Hopes44:58 California Refinery Restarts49:17 Finland Halts Google54:04 Texas Permit Pause56:42 Venture Global's Turbine Playhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Houthi strikes on the Riyadh and Abha airports push the Saudi conflict into civil aviation as the WPC Congress opens next door, and Aramco's Amin Nasser warns inventories could take two years to refill. Is Saudi talking its book? Then Trump's Russian diesel deal and whose barrels it takes, whether behind-the-meter gas is really a loophole as data center moratoriums hit Texas and Memphis, and why rising Permian gas-oil ratios make Waha pricing matter more. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00 Texas OU Fallout04:48 Houthis Hit Saudi Airports07:49 Nasser's Inventory Alarm12:22 Saudi Risk Viewer Questions17:46 Trump Iran and the Saudis23:23 OPEC vs US Shale26:58 Trump's Russian Diesel Deal32:15 Refining Capacity Crunch33:50 Diesel Outlook From Collide38:17 Behind the Meter Build Out44:58 One Energy Story46:56 Permian Gas Keeps Growing50:49 Is BTM a Loophole54:41 Moratoriums Trump and Wahahttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Europe blinks on diesel after the export ban threat, and the guys argue whether it was the art of the deal or a walk-back, plus why Republicans should force a vote on building refineries. Then trucking bankruptcies and why they might be a good thing, how Delta's Trainer refinery went from punchline to hedge and whether it's time to sell, Saudi Arabia's push to retake Bab al-Mandeb after a secret Camp David meeting, and the Supreme Court hearing Suncor and ExxonMobil v. Boulder. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00 Remembering Eddie Van Halen02:36 Rice Stadium Sells Its Name07:47 Diesel Ban Threat and Europe12:37 Build More Refineries17:26 Pump Prices and the Midterms22:44 Energy's Storytelling Problem23:53 Trucking Bankruptcies Mount28:07 Why Bankruptcies Might Help30:23 JB Hunt IPO Stories33:49 Delta's Refinery Bet41:48 Saudis, Houthis and Camp David47:35 SCOTUS Takes Up Boulder50:29 Chuck's Crocs Countersuit53:17 Boulder Culture Checkhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Brent is back at $108 after the latest peace deal fell apart, physical traders are cashing in on the Brent to WTI spread, and the forward strip says the market still is not worried. A floated US diesel export ban draws pushback, Texas opens its highways to dyed diesel, and the case for letting the industry build refineries. Plus BP eyeing a return to US shale, 101 GW of behind the meter gas capacity, rising rates and data center finance, and viewer questions on AI economics. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00 Brent at 108 and Hormuz whipsaw04:56 A new energy world order10:08 Diesel export ban backlash14:41 Texas opens up dyed diesel16:16 Congress takes on college sports18:10 Let the industry build refineries21:29 BP comes back to shale25:57 Behind the meter power boom27:33 AI labs and data center money31:28 AI debt and AI burnout34:01 How Chuck became a cofounder35:52 Data centers and rising rates39:40 Touring the house remodel44:36 Viewer questions on AI economics51:12 Farmland versus data centers53:00 Data center rules and energy costshttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

Saudi Aramco told at least two European term refiners they get zero crude in October, and all three Saudi export routes are impaired at once. Tim Burchett wants a diesel export ban, six EU countries want a windfall tax on oil profits, and Chuck pitches a Big Inch style plan to build Gulf Coast refineries under emergency powers. Plus Pakistan shutting markets at 9pm, Abbott freezing Texas data center permits, and an argument over behind the meter. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00 Chuck's New Haircut02:28 Burchett Wants an Export Ban05:23 Saudi Cuts Europe Off09:53 Germany's Energy Own Goal15:47 EU Windfall Profits Tax18:00 Chuck's Big Inch Plan23:57 Pakistan Rations Fuel28:11 AI Tokens and Data Centers32:48 DeepSeek Undercuts Everyone34:49 Abbott Freezes Texas Permits40:58 Winning the AI Race44:30 Airlines and Recession Risk47:43 Which Models Collide Uses49:25 Taco Bell Closerhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

Distillate inventories are scraping bottom right as winter shows up. Maine heating oil is already past 5.30 a gallon, the Exxon Joliet refinery went down on a utility failure, and Irving's Saint John plant is out 75 days. European gas ran from 23 to nearly 30 per MMBtu while the EU quietly cut its storage target, and Chevron's Mike Wirth says the buffers are gone. Plus Ukraine keeps hitting Russian refineries, AI CEOs ask Washington for a leash, and the quietest hurricane season since 1950. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00 Chuckless Birthday Edition1:10 Sark Manning And AI Slop5:50 UT Photo Goes Viral9:01 Diesel And Distillate Crunch14:32 The Pipelines That Died17:38 Nantucket Drought Loans20:09 Europe Scrambles For Gas22:46 Hormuz Mines And Deals28:07 Ukraine Hits Russian Refineries31:04 AI CEOs Want Regulation36:07 Token Burn And AI Flaring39:16 EPA Rescinds Power Rules41:05 Quietest Hurricane Season43:24 Wirth Says Buffers Gone47:12 Where The Amateur Line Went53:24 Listener Questions On Refining59:58 Jacob Jumps Inhttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

Chevron is the only super major stepping into Venezuela, committing 7 billion across two JVs and targeting 600,000 barrels a day by 2031, while Exxon still calls the country uninvestable. Citadel keeps bidding on physical shale oil after Paloma and losing Wildfire to Magnolia. Energy Secretary Chris Wright says a nuclear deal with Iran may never happen. Plus Paul Ryan on the Overton window, 40 trillion in debt, diesel doing the real damage and the permitting reform that died with Manchin. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00 Mark is back00:55 Paul Ryan and the Overton window03:39 Trump versus the Fed05:48 Diesel is the real problem08:49 Seven months and counting10:57 Rhino politics and what comes next15:11 Chevron bets seven billion on Venezuela19:00 Nobody else wants Venezuela22:31 Guyana as the better bet25:26 What actually changed in Caracas30:17 No nuclear deal with Iran36:29 Safer but at what cost39:14 The permitting reform that never came43:05 Citadel hunts shale oil46:51 Hedging as the real edge50:58 Builders sell traders buy55:27 Remembering September 11https://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00 Houston Food Dives Without Mark04:55 Trump's Venezuela Oil Deal07:17 Defending Trump on the SPR11:12 PDVSA Royalties and Ohio Shale14:48 Would You Take the Meeting19:14 Persia, BP and the Hundred Year Warning24:21 National Oil Companies and Real Operators25:49 Conoco Claims and CEO Changes27:48 Tim Cook, Apple and AI CapEx31:53 Ranking the Super Majors36:34 Bessent Versus Druckenmiller40:40 Oil Talked Down and AI Editorials42:49 Where the First Opportunity Lands46:03 Lightning Round48:35 Forty Trillion in Debt52:13 Tier Lists and Shout Outshttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

​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. 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.io Click here to view the episode transcript. 00:00 Sean Maher and Phillips 660:02:15 Diesel Cracks and Margin Outlook0:05:12 Damage to Russian Refining0:09:15 Demand Resilience and Turnarounds0:13:10 AI Inside the Plants0:19:37 Gasoline Versus Diesel Demand0:24:36 El Nino and Distillate Inventories0:26:19 Global Demand and Record Exports0:30:16 Value of US Infrastructure0:33:17 Cost of Building New Capacity0:36:00 Global South Priced Out0:38:58 Fractionation and Permian NGLs0:43:55 Export Dock Capacity0:46:03 Canadian Egress and WCS Diffs0:50:17 Venezuela Versus Canadian Heavy0:53:35 Energy Sector Rerating1:02:10 Why Energy Education Matters1:04:39 Bonnies Basketball Sign Offhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 0:00:00 Bessent doesn't understand the oil spike0:02:34 Macro guys versus the physical traders0:05:26 The 102 dollar crack spread0:08:29 What it actually costs at the pump0:10:25 A strategic suggestion, not a reserve0:15:48 Hormuz, day 1760:20:05 Who runs short on diesel this winter0:22:55 Australia emptied the whole clip0:29:55 Phillips 66, Elliott, and Streamline 660:33:27 Structural or cyclical0:38:24 AI flaring and the token burn problem0:46:52 Bots, drift, and Grok running all night0:49:05 Amazon builds an island in Pennsylvania0:53:44 ERCOT's December audit math0:57:18 A weekend in Telluride0:58:43 Remembering Frank Beardhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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. 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.io Click here to view the episode transcript. 00:00 Flock of Seagulls and concert stories04:31 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 https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

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. Click here to watch a video of this episode. 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.io 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 https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

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. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 0:00:00 Van Halen reunion energy0:00:53 Trump's tacos, tantrums, and the Strait0:06:37 Windfall tax outrage and the margin math0:14:49 Chevron's Kilby bet: oil company turns landlord0:25:38 Refiners printing money and demand destruction at Applebee's0:32:36 BP bails on the North Sea, eyes Houston0:38:11 Darren Woods vs Brussels on methane rules0:47:34 Bling, Bucky's, and beaver nugget economics0:53:29 Landman cameo dreams and West Texas0:56:22 Mark's reflection and a Collide thank-youhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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. 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.io Click here to view the episode transcript. 00:00 A rough start00:43 The 2028 gas shortage call04:46 Why the shortage never shows up06:16 Lessons from 200110:04 The reserves nobody modeled14:16 Permian gas and LNG contracts17:49 Deal season: Magnolia and Matador19:19 Why private equity is selling23:28 What the deals are really worth30:32 SLB and the Liberty alliance36:36 Jones Act next weekhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

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. Click here to watch a video of this episode. 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.io Click here to view the episode transcript. 00:00  gopher27 vs Kirk: Walmart, corruption, and local dollars07:28  Middle East escalation and the market shrug13:10  Trump, a Beatles hoax, and a pipeline theory15:27  Hurricane season meets the refining corridor19:09  The Jones Act and record exports23:05  Data centers vs farmland by the numbers34:18  New York's moratorium and local pushback36:39  Project Kilby, brackish water, and cooling42:57  Almond milk math and signoffhttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai