Trump’s Iran Deal Talk Sinks Oil, Talarico vs. Paxton & Elon’s xAI Turbines in Court | BDE 11.03.26
Iran says it won't sign until all seven of its demands are met, yet crude still dumped on deal chatter and Goldman's new Brent call just caught up to the screen. On Election Day the crew sizes up Talarico vs. Paxton, the Railroad Commission race, betting odds vs. polls, and the data center fight in the governor's race. Plus produced water, Valero restarting the old LyondellBasell refinery, xAI's trailer turbines headed to court, and Exxon and Chevron revenue stacked up against Apple.
Click here to watch a video of this episode.
00:00 Cowboys and Arch Manning
04:26 Election Day kickoff
05:23 Oil stuck in Iran deal limbo
08:38 Goldman and the price takers
16:20 Midterms and the blue wave
18:26 Talarico vs Paxton
27:05 The Railroad Commission race
33:40 Governor race and data centers
39:54 Produced water problem
42:38 Data center neighbors and transmission
46:42 Valero revives a dead refinery
49:38 xAI turbines on trailers
55:25 Grid lag and a right to power
58:11 Big oil vs Apple
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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 Cowboys and Arch Manning
04:26 Election Day kickoff
05:23 Oil stuck in Iran deal limbo
08:38 Goldman and the price takers
16:20 Midterms and the blue wave
18:26 Talarico vs Paxton
27:05 The Railroad Commission race
33:40 Governor race and data centers
39:54 Produced water problem
42:38 Data center neighbors and transmission
46:42 Valero revives a dead refinery
49:38 xAI turbines on trailers
55:25 Grid lag and a right to power
58:11 Big oil vs Apple
https://twitter.com/collide_ai
https://www.tiktok.com/@collide.io
https://www.instagram.com/collide.io/
https://www.facebook.com/collide.io/
https://www.linkedin.com/company/collideai
