Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26
Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From there it spirals into why a 141 year old Ohio brick maker got hammered by its power bill, how data centers are quietly rewiring the grid and hollowing out small towns, and whether big oil earnings are about to spark another round of Washington theater.
read Old Man Coffee
https://collide.io/old-man-coffee/old-man-coffee-the-2am-ledger
Click here to watch a video of this episode.
00:00 Concerts and catching up
04:12 Iran and the 20% tanker toll
09:08 Drones and asymmetric warfare
11:31 Houthis, Saudis, and the spillover
19:26 Midterms and the energy fallout
23:31 An Ohio brick maker gets crushed
24:40 PJM capacity charges and data centers
32:37 The Walmart effect on small towns
39:08 Q2 oil and gas earnings incoming
42:03 Remembering Lindsey Graham
https://twitter.com/collide_ai
read Old Man Coffee
https://collide.io/old-man-coffee/old-man-coffee-the-2am-ledger
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 Concerts and catching up
04:12 Iran and the 20% tanker toll
09:08 Drones and asymmetric warfare
11:31 Houthis, Saudis, and the spillover
19:26 Midterms and the energy fallout
23:31 An Ohio brick maker gets crushed
24:40 PJM capacity charges and data centers
32:37 The Walmart effect on small towns
39:08 Q2 oil and gas earnings incoming
42:03 Remembering Lindsey Graham
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