Episode Details

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 merger. Then it's whether the Iran deal is real or another oil market head fake, why trading houses like Gunvor are buying gas wells instead of pipelines, and the data center that paid fifty five million just to get its power line built four months early. Waha gas math, flaring pain, and a questionable David Lee Roth show close it out.

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00:00   Remembering Lee Raymond
04:58   The Bonneville and the triplets
06:40   Moving Exxon from Manhattan to Texas
08:08   The 357 million dollar retirement fight
10:13   Is the Iran deal real
16:01   Oil markets and the Trump deal tracker
17:52   Trading houses buying gas assets
21:22   The Enron playbook returns
23:49   Credit capital moves into gas
25:56   Gas to power and selling electrons
31:08   Waha gas below zero and flaring
33:55   Pipeline egress and the BTU problem
37:04   The 55 million dollar Twinkle Line
40:55   David Lee Roth and learning to Claude code

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