Podcast Episodes
Back to SearchUS 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 …
6 hours 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 …
6 days, 12 hours 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 weeks, 2 days ago
Lee Raymond Dies, Oil's Pavlovian "Deal" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26
Episode 201
Lee Raymond gets his due first, the Exxon legend who turned the Valdez disaster into a safety overhaul and still holds the record for oil's biggest m…
3 weeks, 3 days ago
Paxton vs Talarico Goes Nuclear, ERCOT Chokes Data Centers & BP Burns Its Boss | BDE 05.28.26
Episode 200
BP just fired its chairman after eight months, and that somehow is not even the wildest thing this week. The Texas Senate race opens with Ken Paxton …
1 month, 1 week ago
Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26
Episode 199
Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exx…
1 month, 2 weeks ago
Reacting to Joe Rogan's Deranged Oil Take, Climate Doomsday Dies & Claude Mead Caged | BDE 05.14.26
Episode 198
Gas hits $7.90 a gallon in LA and Joe Rogan blames Big Oil, so Chuck and Mark grab the mic to set the record straight on California's fuel island, re…
1 month, 3 weeks ago
Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26
Episode 197
Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed…
2 months ago
Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26
Episode 196
Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterm…
2 months, 1 week ago
Trump Begs Shale to Drill, Heathrow Jet Fuel Hell & EOG Cracks the Buda | BDE 04.24.26
Episode 195
Chuck and Mark rip through a week where the White House hauled oil and gas execs in for a drill baby pretty please moment, and capital discipline sti…
2 months, 2 weeks ago