Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26
Houthi strikes on the Riyadh and Abha airports push the Saudi conflict into civil aviation as the WPC Congress opens next door, and Aramco's Amin Nasser warns inventories could take two years to refill. Is Saudi talking its book? Then Trump's Russian diesel deal and whose barrels it takes, whether behind-the-meter gas is really a loophole as data center moratoriums hit Texas and Memphis, and why rising Permian gas-oil ratios make Waha pricing matter more.
Click here to watch a video of this episode.
00:00 Texas OU Fallout
04:48 Houthis Hit Saudi Airports
07:49 Nasser's Inventory Alarm
12:22 Saudi Risk Viewer Questions
17:46 Trump Iran and the Saudis
23:23 OPEC vs US Shale
26:58 Trump's Russian Diesel Deal
32:15 Refining Capacity Crunch
33:50 Diesel Outlook From Collide
38:17 Behind the Meter Build Out
44:58 One Energy Story
46:56 Permian Gas Keeps Growing
50:49 Is BTM a Loophole
54:41 Moratoriums Trump and Waha
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
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
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 Texas OU Fallout
04:48 Houthis Hit Saudi Airports
07:49 Nasser's Inventory Alarm
12:22 Saudi Risk Viewer Questions
17:46 Trump Iran and the Saudis
23:23 OPEC vs US Shale
26:58 Trump's Russian Diesel Deal
32:15 Refining Capacity Crunch
33:50 Diesel Outlook From Collide
38:17 Behind the Meter Build Out
44:58 One Energy Story
46:56 Permian Gas Keeps Growing
50:49 Is BTM a Loophole
54:41 Moratoriums Trump and Waha
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
