Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26
Brent whipsaws on Pakistan mediation hopes while the back of the curve sits in the 60s, which makes 2027 capital planning a mess for producers. New West Texas zones, the Barnett-Woodford, foreign money chasing US LNG, and a call for $250 oil against the peak demand crowd. Trump and Zelenskyy fight over diesel and refinery strikes, Europe enters winter short on gas, California weighs refinery restarts, Finland halts Google, and Venture Global buys its spot in the turbine line.
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00:00 Chuck Meets Andre Agassi
06:01 Brent Whipsaws on Mediation
09:36 Backwardation and 2027 Capex
11:28 New West Texas Plays
13:45 Foreign Money Into US LNG
18:55 The 250 Dollar Oil Call
24:15 China EVs and Oil Demand
27:56 Chuck's Gold Price Call
30:01 Join the Collide Community
32:33 Trump vs Zelenskyy on Diesel
39:44 Europe's Thin Gas Winter
42:54 Longhorns Playoff Hopes
44:58 California Refinery Restarts
49:17 Finland Halts Google
54:04 Texas Permit Pause
56:42 Venture Global's Turbine Play
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Click here to watch a video of this episode.
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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
00:00 Chuck Meets Andre Agassi
06:01 Brent Whipsaws on Mediation
09:36 Backwardation and 2027 Capex
11:28 New West Texas Plays
13:45 Foreign Money Into US LNG
18:55 The 250 Dollar Oil Call
24:15 China EVs and Oil Demand
27:56 Chuck's Gold Price Call
30:01 Join the Collide Community
32:33 Trump vs Zelenskyy on Diesel
39:44 Europe's Thin Gas Winter
42:54 Longhorns Playoff Hopes
44:58 California Refinery Restarts
49:17 Finland Halts Google
54:04 Texas Permit Pause
56:42 Venture Global's Turbine Play
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
