Iran Kills US Troops, Houthis Blockade the Red Sea & Oil Shrugs | BDE 07.21.26
A listener named gopher27 fired back with Bastiat, Krugman, and Thomas Jefferson, and what followed might be the sharpest debate this show has had in two years. From whether Walmart really guts a small town to Middle East escalation rattling crude, a hurricane aiming at the refining corridor, and the messy fight over data centers, water, and farmland, the guys chase it all down.
Click here to watch a video of this episode.
00:00 gopher27 vs Kirk: Walmart, corruption, and local dollars
07:28 Middle East escalation and the market shrug
13:10 Trump, a Beatles hoax, and a pipeline theory
15:27 Hurricane season meets the refining corridor
19:09 The Jones Act and record exports
23:05 Data centers vs farmland by the numbers
34:18 New York's moratorium and local pushback
36:39 Project Kilby, brackish water, and cooling
42:57 Almond milk math and signoff
https://twitter.com/collide_ai
Click here to watch a video of this episode.
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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 gopher27 vs Kirk: Walmart, corruption, and local dollars
07:28 Middle East escalation and the market shrug
13:10 Trump, a Beatles hoax, and a pipeline theory
15:27 Hurricane season meets the refining corridor
19:09 The Jones Act and record exports
23:05 Data centers vs farmland by the numbers
34:18 New York's moratorium and local pushback
36:39 Project Kilby, brackish water, and cooling
42:57 Almond milk math and signoff
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