Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26
Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what PDVSA has to be paid to cooperate. Plus Druckenmiller calling out his old Soros desk mate Scott Bessent on Treasury buybacks, ranking the super majors, and 40 trillion in debt.
Click here to watch a video of this episode.
00:00 Houston Food Dives Without Mark
04:55 Trump's Venezuela Oil Deal
07:17 Defending Trump on the SPR
11:12 PDVSA Royalties and Ohio Shale
14:48 Would You Take the Meeting
19:14 Persia, BP and the Hundred Year Warning
24:21 National Oil Companies and Real Operators
25:49 Conoco Claims and CEO Changes
27:48 Tim Cook, Apple and AI CapEx
31:53 Ranking the Super Majors
36:34 Bessent Versus Druckenmiller
40:40 Oil Talked Down and AI Editorials
42:49 Where the First Opportunity Lands
46:03 Lightning Round
48:35 Forty Trillion in Debt
52:13 Tier Lists and Shout Outs
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Click here to watch a video of this episode.
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Apply today at collide.io
00:00 Houston Food Dives Without Mark
04:55 Trump's Venezuela Oil Deal
07:17 Defending Trump on the SPR
11:12 PDVSA Royalties and Ohio Shale
14:48 Would You Take the Meeting
19:14 Persia, BP and the Hundred Year Warning
24:21 National Oil Companies and Real Operators
25:49 Conoco Claims and CEO Changes
27:48 Tim Cook, Apple and AI CapEx
31:53 Ranking the Super Majors
36:34 Bessent Versus Druckenmiller
40:40 Oil Talked Down and AI Editorials
42:49 Where the First Opportunity Lands
46:03 Lightning Round
48:35 Forty Trillion in Debt
52:13 Tier Lists and Shout Outs
https://twitter.com/collide_ai
https://www.tiktok.com/@collide.io
https://www.facebook.com/collide.io
https://www.instagram.com/collide.io
https://www.youtube.com/@collide_io
https://bsky.app/profile/collide-ai.bsky.social
https://www.linkedin.com/company/collideai
