Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26
Chevron is the only super major stepping into Venezuela, committing 7 billion across two JVs and targeting 600,000 barrels a day by 2031, while Exxon still calls the country uninvestable. Citadel keeps bidding on physical shale oil after Paloma and losing Wildfire to Magnolia. Energy Secretary Chris Wright says a nuclear deal with Iran may never happen. Plus Paul Ryan on the Overton window, 40 trillion in debt, diesel doing the real damage and the permitting reform that died with Manchin.
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00:00 Mark is back
00:55 Paul Ryan and the Overton window
03:39 Trump versus the Fed
05:48 Diesel is the real problem
08:49 Seven months and counting
10:57 Rhino politics and what comes next
15:11 Chevron bets seven billion on Venezuela
19:00 Nobody else wants Venezuela
22:31 Guyana as the better bet
25:26 What actually changed in Caracas
30:17 No nuclear deal with Iran
36:29 Safer but at what cost
39:14 The permitting reform that never came
43:05 Citadel hunts shale oil
46:51 Hedging as the real edge
50:58 Builders sell traders buy
55:27 Remembering September 11
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Click here to watch a video of this episode.
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Apply today at collide.io
00:00 Mark is back
00:55 Paul Ryan and the Overton window
03:39 Trump versus the Fed
05:48 Diesel is the real problem
08:49 Seven months and counting
10:57 Rhino politics and what comes next
15:11 Chevron bets seven billion on Venezuela
19:00 Nobody else wants Venezuela
22:31 Guyana as the better bet
25:26 What actually changed in Caracas
30:17 No nuclear deal with Iran
36:29 Safer but at what cost
39:14 The permitting reform that never came
43:05 Citadel hunts shale oil
46:51 Hedging as the real edge
50:58 Builders sell traders buy
55:27 Remembering September 11
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
