Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26
Brent is back at $108 after the latest peace deal fell apart, physical traders are cashing in on the Brent to WTI spread, and the forward strip says the market still is not worried. A floated US diesel export ban draws pushback, Texas opens its highways to dyed diesel, and the case for letting the industry build refineries. Plus BP eyeing a return to US shale, 101 GW of behind the meter gas capacity, rising rates and data center finance, and viewer questions on AI economics.
00:00 Brent at 108 and Hormuz whipsaw
04:56 A new energy world order
10:08 Diesel export ban backlash
14:41 Texas opens up dyed diesel
16:16 Congress takes on college sports
18:10 Let the industry build refineries
21:29 BP comes back to shale
25:57 Behind the meter power boom
27:33 AI labs and data center money
31:28 AI debt and AI burnout
34:01 How Chuck became a cofounder
35:52 Data centers and rising rates
39:40 Touring the house remodel
44:36 Viewer questions on AI economics
51:12 Farmland versus data centers
53:00 Data center rules and energy costs
https://twitter.com/collide_ai
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Apply today at collide.io
00:00 Brent at 108 and Hormuz whipsaw
04:56 A new energy world order
10:08 Diesel export ban backlash
14:41 Texas opens up dyed diesel
16:16 Congress takes on college sports
18:10 Let the industry build refineries
21:29 BP comes back to shale
25:57 Behind the meter power boom
27:33 AI labs and data center money
31:28 AI debt and AI burnout
34:01 How Chuck became a cofounder
35:52 Data centers and rising rates
39:40 Touring the house remodel
44:36 Viewer questions on AI economics
51:12 Farmland versus data centers
53:00 Data center rules and energy costs
https://twitter.com/collide_ai
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