Episode Details

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, bigger than the price of crude itself. Kirk, Chuck, and Mark get into why nobody will build a refinery, how FedEx surcharges quietly lock in higher prices, and whether Meta and Entergy are about to hand Louisiana ratepayers a very long bill. Plus live questions from the Collide audience and a heartfelt sendoff for OJ Brigance.

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

04:31 Hormuz deadline passes with no deal

08:43 Blaming the IEA for tight refining

12:16 Diesel crack spread hits a record

18:02 Fuel surcharges and the inflation ratchet

24:21 Meta, Entergy, and ten new gas plants

29:06 The case for behind the meter power

31:42 Capacity offline and the water question

37:29 Why nobody is building a refinery

41:50 OPEC unwind and closing tributes

https://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