Elon Musk vs Texas’ New Governor, Voters Ban Data Centers & Gas Prices Sink the GOP | BDE 11.10.26

No ad campaign beats $4 gas, and the midterms proved it. Elon threatens to pull Tesla and SpaceX out of Texas as the governor-elect floats rate freezes and union-built data centers, while voters reject local data center projects across the country and a Texas rancher makes the case that it's a P&L problem, not NIMBY. Plus why nobody builds refineries anymore, subpoenas over laws in Washington, the Nvidia CEO headlines, and how long the Hormuz workout really takes.

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

00:00 Chuck's Nashville Detour
03:22 Gas Prices Decided the Midterms
13:21 Hinojosa vs Elon Musk
15:35 Compute Is the New Gasoline
19:24 Why Nobody Builds Refineries
27:02 What Abbott Does Before January
31:08 Hinojosa's Data Center Rules
35:18 Subpoenas Not Laws
37:41 The Jensen Huang Headlines
44:39 Iran and the Hormuz Workout
47:24 Biggest Election Loser
50:29 Windfall Taxes and Oil CEOs
54:53 Lame Duck Permitting
56:40 Scott Gale Documentary

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
Elon Musk vs Texas’ New Governor, Voters Ban Data Centers & Gas Prices Sink the GOP | BDE 11.10.26