Big Digital Energy

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 Fallout 04:48 Houthis Hit Saudi Airports 07:49 Nasser's Inventory Alarm 12:22 Saudi Risk Viewer Questions 17:46 Trump Iran and the Saudis 23:23 OPEC vs US Shale 26:58 Trump's Russian Diesel Deal 32:15 Refining Capacity Crunch 33:50 Diesel Outlook From Collide 38:17 Behind the Meter Build Out 44:58 One Energy Story 46:56 Permian Gas Keeps Growing 50:49 Is BTM a Loophole 54:41 Moratoriums Trump and Wahahttps://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

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 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 Checkhttps://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

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 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 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 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 Closerhttps://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

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 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 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