Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26
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Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26
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Chuck and Mark rip through a week where the White House hauled oil and gas execs in for a drill baby pretty please moment, and capital discipline still isn't bending for $100 oil. They pick apart Trump's energy executive order and its cycle time problem, flag EOG quietly locking up Madison County's Buda play, unpack Paul Sankey on Heathrow jet fuel and Australia's refining collapse, then close with Rick Perry's push to legitimize ibogaine treatment for addiction and PTSD.
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Click here to view the episode transcript.
00:00 Tex-Mex talk and black hoodies
04:16 Drill baby pretty please
13:14 Industry messaging and the greedy myth
18:49 Trump's energy executive order
25:22 Budagate and EOG in Madison County
26:30 Sankey on Heathrow and Australia
30:46 Blame game politics and gasoline sticker shock
37:17 Rick Perry's push for ibogaine
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