EQT Swallows Range, Rocket Fuel Is Just Gas & SpaceX Wants the Beach | BDE 10.27.26
EQT takes out Range Resources and crowns itself the natural gas champion, while Ovintiv buys its way back into the Montney with Logan Energy. An AI lab's S-1 flags behind-the-meter gas risk, SpaceX builds its own pipelines and hires a gas trader, and Amped Energy Solutions bets big on an all-electric frac fleet. Plus the fight over a possible Boca Chica State Park sale, mediators racing to Tehran before the midterms, diesel politics, and Exxon and Chevron earnings on deck.
00:00 Old Man Coffee Goes to LA
02:47 EQT Takes Out Range
08:54 Ovintiv Heads Back to Canada
16:47 AI and Natural Gas Risk
21:21 Behind the Meter Debate
26:05 Texas Data Center Permits
28:22 Rocket Fuel Is Just Gas
36:09 Amped Electric Frac Fleet
39:37 Permian GORs and Gas Supply
41:25 Boca Chica State Park Sale
48:43 Tehran Diplomacy Scramble
53:21 Diesel and the Midterms
57:38 Exxon and Chevron Earnings
58:40 Next Week and Sign Off
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00:00 Old Man Coffee Goes to LA
02:47 EQT Takes Out Range
08:54 Ovintiv Heads Back to Canada
16:47 AI and Natural Gas Risk
21:21 Behind the Meter Debate
26:05 Texas Data Center Permits
28:22 Rocket Fuel Is Just Gas
36:09 Amped Electric Frac Fleet
39:37 Permian GORs and Gas Supply
41:25 Boca Chica State Park Sale
48:43 Tehran Diplomacy Scramble
53:21 Diesel and the Midterms
57:38 Exxon and Chevron Earnings
58:40 Next Week and Sign Off
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
