Trump’s Iran Deal Talk Sinks Oil, Talarico vs. Paxton & Elon’s xAI Turbines in Court | BDE 11.03.26

Iran says it won't sign until all seven of its demands are met, yet crude still dumped on deal chatter and Goldman's new Brent call just caught up to the screen. On Election Day the crew sizes up Talarico vs. Paxton, the Railroad Commission race, betting odds vs. polls, and the data center fight in the governor's race. Plus produced water, Valero restarting the old LyondellBasell refinery, xAI's trailer turbines headed to court, and Exxon and Chevron revenue stacked up against Apple. 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 Cowboys and Arch Manning 04:26 Election Day kickoff 05:23 Oil stuck in Iran deal limbo 08:38 Goldman and the price takers 16:20 Midterms and the blue wave 18:26 Talarico vs Paxton 27:05 The Railroad Commission race 33:40 Governor race and data centers 39:54 Produced water problem 42:38 Data center neighbors and transmission 46:42 Valero revives a dead refinery 49:38 xAI turbines on trailers 55:25 Grid lag and a right to power 58:11 Big oil vs Applehttps://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.instagram.com/collide.io/ https://www.facebook.com/collide.io/ https://www.linkedin.com/company/collideai