Qatar LNG Wiped Out, $200 Oil in Asia & Iran's Endgame | BDE 03.20.26
Chuck and Mark are back and wasting no time getting into it. Qatar's LNG infrastructure is heavily damaged, a Red Sea refinery just got hit, and oil markets are absorbing a shock that the IEA apparently never saw coming (surprise). The guys break down regime adjustment vs. regime change, what a prolonged Strait of Hormuz disruption could mean for a global recession, and why gas prices matter more politically than anyone wants to admit. Then somehow they land on Mean Joe Green, Chuck Norris, and Astros opening day.
0:00 - Intro and catching up
2:00 - Iran conflict and energy infrastructure strikes
5:00 - Qatar LNG damage and supply disruption
10:00 - Regime change vs. regime adjustment
12:00 - Oil price predictions and IEA criticism
14:00 - Europe energy security concerns
17:30 - Strait of Hormuz and recession risk
18:30 - Gas prices and US political reality
23:30 - US military effectiveness
25:00 - RIP Mean Joe Green and Chuck Norris
28:00 - Astros opening day and the WBC
32:30 - Wrap up
https://twitter.com/collide_ai
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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
0:00 - Intro and catching up
2:00 - Iran conflict and energy infrastructure strikes
5:00 - Qatar LNG damage and supply disruption
10:00 - Regime change vs. regime adjustment
12:00 - Oil price predictions and IEA criticism
14:00 - Europe energy security concerns
17:30 - Strait of Hormuz and recession risk
18:30 - Gas prices and US political reality
23:30 - US military effectiveness
25:00 - RIP Mean Joe Green and Chuck Norris
28:00 - Astros opening day and the WBC
32:30 - Wrap up
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