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autor: collide.
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EQT Swallows Range, Rocket Fuel Is Just Gas & SpaceX Wants the Beach…
EQT Swallows Range, Rocket Fuel Is Just Gas & SpaceX Wants the Beach…
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Welcome to Big Digital Energy with Chuck Yates, Mark Meyer and Kirk Coburn. Weekly news in energy covering oil and gas and cleantech.
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- EQT Swallows Range, Rocket Fuel Is Just Gas & SpaceX Wants the Beach | BDE 10.27.26 · 1 godz. 0 min · Odcinek 221EQT takes out Range Resources and crowns itself the natural gas champion, while Ovintiv buys its way back into the Montney with Logan Energy. An AI lab's S-1 flags…
- Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26 · 1 godz. 2 min · Odcinek 220Brent 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…
- Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26 · 1 godz. 0 min · Odcinek 219Houthi 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…
- Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26 · 57 min · Odcinek 218Europe 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…
- Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26 · 56 min · Odcinek 217Brent 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…
- Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26 · 50 min · Odcinek 216Saudi 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…
- Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26 · 1 godz. 4 min · Odcinek 215Distillate 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…
- Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26 · 57 min · Odcinek 214Chevron 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…
- Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26 · 57 min · Odcinek 213Trump 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…
- U.S. Energy In A Changing Global Market with Sean Maher · 1 godz. 5 min · Odcinek 212Energy 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…
- Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26 · 60 min · Odcinek 211Diesel 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 Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26 · 49 min · Odcinek 210The 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…
- Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26 · 41 min · Odcinek 209EOG 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…
- Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26 · 1 godz. 3 min · Odcinek 208Trump 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…
- Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26 · 39 min · Odcinek 207Somebody 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…
- Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26 · 44 min · Odcinek 206A 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…
- Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26 · 52 min · Odcinek 205Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From…
- US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26 · 34 min · Odcinek 204Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's…
- Trump's Big Oil Witch Hunt, $58 Cracks Spike & California's Refinery Graveyard | BDE 07.03.26 · 1 godz. 2 min · Odcinek 203Gasoline creeps past four bucks and everyone reaches for the same villain, but the real story lives in the refining margin, not the gas station down the street. Arjun Murti of…
- Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26 · 52 min · Odcinek 202Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of parking your car at the…
