Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26
Distillate inventories are scraping bottom right as winter shows up. Maine heating oil is already past 5.30 a gallon, the Exxon Joliet refinery went down on a utility failure, and Irving's Saint John plant is out 75 days. European gas ran from 23 to nearly 30 per MMBtu while the EU quietly cut its storage target, and Chevron's Mike Wirth says the buffers are gone. Plus Ukraine keeps hitting Russian refineries, AI CEOs ask Washington for a leash, and the quietest hurricane season since 1950.
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00:00 Chuckless Birthday Edition
1:10 Sark Manning And AI Slop
5:50 UT Photo Goes Viral
9:01 Diesel And Distillate Crunch
14:32 The Pipelines That Died
17:38 Nantucket Drought Loans
20:09 Europe Scrambles For Gas
22:46 Hormuz Mines And Deals
28:07 Ukraine Hits Russian Refineries
31:04 AI CEOs Want Regulation
36:07 Token Burn And AI Flaring
39:16 EPA Rescinds Power Rules
41:05 Quietest Hurricane Season
43:24 Wirth Says Buffers Gone
47:12 Where The Amateur Line Went
53:24 Listener Questions On Refining
59:58 Jacob Jumps In
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Click here to watch a video of this episode.
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Apply today at collide.io
00:00 Chuckless Birthday Edition
1:10 Sark Manning And AI Slop
5:50 UT Photo Goes Viral
9:01 Diesel And Distillate Crunch
14:32 The Pipelines That Died
17:38 Nantucket Drought Loans
20:09 Europe Scrambles For Gas
22:46 Hormuz Mines And Deals
28:07 Ukraine Hits Russian Refineries
31:04 AI CEOs Want Regulation
36:07 Token Burn And AI Flaring
39:16 EPA Rescinds Power Rules
41:05 Quietest Hurricane Season
43:24 Wirth Says Buffers Gone
47:12 Where The Amateur Line Went
53:24 Listener Questions On Refining
59:58 Jacob Jumps In
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