Épisodes

  • Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26

    Europe Folds on Diesel, Big Oil Goes to SCOTUS & Truckers Go Broke | BDE 10.06.26
    Oct 6 2026

    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.

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    00:00 Remembering Eddie Van Halen
    02:36 Rice Stadium Sells Its Name
    07:47 Diesel Ban Threat and Europe
    12:37 Build More Refineries
    17:26 Pump Prices and the Midterms
    22:44 Energy's Storytelling Problem
    23:53 Trucking Bankruptcies Mount
    28:07 Why Bankruptcies Might Help
    30:23 JB Hunt IPO Stories
    33:49 Delta's Refinery Bet
    41:48 Saudis, Houthis and Camp David
    47:35 SCOTUS Takes Up Boulder
    50:29 Chuck's Crocs Countersuit
    53:17 Boulder Culture Check

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    57 min
  • Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26

    Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26
    Sep 29 2026

    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.

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    00:00 Brent at 108 and Hormuz whipsaw
    04:56 A new energy world order
    10:08 Diesel export ban backlash
    14:41 Texas opens up dyed diesel
    16:16 Congress takes on college sports
    18:10 Let the industry build refineries
    21:29 BP comes back to shale
    25:57 Behind the meter power boom
    27:33 AI labs and data center money
    31:28 AI debt and AI burnout
    34:01 How Chuck became a cofounder
    35:52 Data centers and rising rates
    39:40 Touring the house remodel
    44:36 Viewer questions on AI economics
    51:12 Farmland versus data centers
    53:00 Data center rules and energy costs

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    56 min
  • Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26

    Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26
    Sep 22 2026

    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.

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    00:00 Chuck's New Haircut
    02:28 Burchett Wants an Export Ban
    05:23 Saudi Cuts Europe Off
    09:53 Germany's Energy Own Goal
    15:47 EU Windfall Profits Tax
    18:00 Chuck's Big Inch Plan
    23:57 Pakistan Rations Fuel
    28:11 AI Tokens and Data Centers
    32:48 DeepSeek Undercuts Everyone
    34:49 Abbott Freezes Texas Permits
    40:58 Winning the AI Race
    44:30 Airlines and Recession Risk
    47:43 Which Models Collide Uses
    49:25 Taco Bell Closer

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    50 min
  • Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26

    Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26
    Sep 16 2026

    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.

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    00:00 Chuckless Birthday Edition
    1:10 Sark Manning And AI Slop
    5:50 UT Photo Goes Viral
    9:01 Diesel And Distillate Crunch
    14:32 The Pipelines That Died
    17:38 Nantucket Drought Loans
    20:09 Europe Scrambles For Gas
    22:46 Hormuz Mines And Deals
    28:07 Ukraine Hits Russian Refineries
    31:04 AI CEOs Want Regulation
    36:07 Token Burn And AI Flaring
    39:16 EPA Rescinds Power Rules
    41:05 Quietest Hurricane Season
    43:24 Wirth Says Buffers Gone
    47:12 Where The Amateur Line Went
    53:24 Listener Questions On Refining
    59:58 Jacob Jumps In

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    1 h et 4 min
  • Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26

    Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26
    Sep 8 2026

    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.

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    00:00 Mark is back
    00:55 Paul Ryan and the Overton window
    03:39 Trump versus the Fed
    05:48 Diesel is the real problem
    08:49 Seven months and counting
    10:57 Rhino politics and what comes next
    15:11 Chevron bets seven billion on Venezuela
    19:00 Nobody else wants Venezuela
    22:31 Guyana as the better bet
    25:26 What actually changed in Caracas
    30:17 No nuclear deal with Iran
    36:29 Safer but at what cost
    39:14 The permitting reform that never came
    43:05 Citadel hunts shale oil
    46:51 Hedging as the real edge
    50:58 Builders sell traders buy
    55:27 Remembering September 11

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    57 min
  • 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
    Sep 1 2026

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

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

    ​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.

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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 h et 6 min
  • 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
    Aug 25 2026

    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 h