Episode Details

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 a products led market. Hormuz sits at day 176 with transits down 86 percent, Buc-ee's makes more on beaver nuggets than it does on diesel, and the SPR is now a strategic suggestion. Then there is AI flaring, the case that token burn on drifting bots is the same waste as burning gas you already paid to produce.

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0:00:00 Bessent doesn't understand the oil spike
0:02:34 Macro guys versus the physical traders
0:05:26 The 102 dollar crack spread
0:08:29 What it actually costs at the pump
0:10:25 A strategic suggestion, not a reserve
0:15:48 Hormuz, day 176
0:20:05 Who runs short on diesel this winter
0:22:55 Australia emptied the whole clip
0:29:55 Phillips 66, Elliott, and Streamline 66
0:33:27 Structural or cyclical
0:38:24 AI flaring and the token burn problem
0:46:52 Bots, drift, and Grok running all night
0:49:05 Amazon builds an island in Pennsylvania
0:53:44 ERCOT's December audit math
0:57:18 A weekend in Telluride
0:58:43 Remembering Frank Beard

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