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

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