Paxton vs Talarico Goes Nuclear, ERCOT Chokes Data Centers & BP Burns Its Boss | BDE 26.05.28
BP just fired its chairman after eight months, and that somehow is not even the wildest thing this week. The Texas Senate race opens with Ken Paxton and James Talarico already swinging, vegan campaign ads and all. ERCOT's interconnection queue is buried under 410 gigawatts of data center dreams at a 1.5 percent approval rate, so off grid gas starts looking real. Plus a quant trading lab built with Claude, Cushing draws getting tight, the shaky Iran ceasefire, and a Wuhan study with some nerve.
Click here to watch a video of this episode.
00:00 - Texas Senate race kicks off, Paxton vs Talarico
Click here to watch a video of this episode.
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00:00 - Texas Senate race kicks off, Paxton vs Talarico
08:22 - Welcome and a little name dropping
09:38 - Summer mode and baseball season
10:46 - Building a trading lab with Claude
15:02 - ERCOT's data center interconnection logjam
25:52 - BP fires another one at the top
33:45 - Iran strikes and the shaky ceasefire
37:40 - SPR and Cushing draws getting tight
43:44 - Iran's pollution plume and a Wuhan study
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