Podcast Episodes
Back to SearchDiesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26
Episode 211
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…
2 hours ago
Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26
Episode 210
The sixty day clock on the Islamabad MOU ran out and nobody blinked, so Hormuz is still a coin flip and the diesel crack just printed 102 dollars, bi…
6 days, 20 hours ago
Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26
Episode 209
EOG drilled two wells in the UAE that look suspiciously like the Eagle Ford, and Chuck has a theory about why. From there it's Amazon dropping a 7.6 …
1 week, 4 days ago
Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26
Episode 208
Trump wants the oil majors to hand their profits back to the public, and the crew has opinions. From taco trade whiplash in the Strait of Hormuz to C…
2 weeks, 6 days ago
Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26
Episode 207
Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is…
4 weeks ago
Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26
Episode 206
A listener named gopher27 fired back with Bastiat, Krugman, and Thomas Jefferson, and what followed might be the sharpest debate this show has had in…
1 month ago
Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26
Episode 205
Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps runnin…
1 month, 1 week ago
US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26
Episode 204
Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through …
1 month, 2 weeks ago
Trump's Big Oil Witch Hunt, $58 Cracks Spike & California's Refinery Graveyard | BDE 07.03.26
Episode 203
Gasoline creeps past four bucks and everyone reaches for the same villain, but the real story lives in the refining margin, not the gas station down …
1 month, 3 weeks ago
Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26
Episode 202
Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of …
2 months ago