Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26

Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill chatter on DoD lands, the voodoo science of reserves accounting, exec comp tied to flaring mitigation, and where Anthropic fits in the gigascale power buildout. Click here to watch a video of this episode.Join the conversation shaping the future of energy.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.ioClick here to view the episode transcript. 00:00 - Cold open and Chuck on assignment01:15 - Iran headlines and crude's air pocket04:35 - The Trump and Xi summit ahead07:00 - SPR refill ideas and DoD lands13:00 - The voodoo science of reserves21:00 - Goldman, BP and the reserve replacement game25:00 - Exec comp and flaring mitigation30:00 - AI tooling and grid intermittency38:00 - Anthropic and the speed to power race46:30 - An engineering project, not a science fair53:30 - Wraphttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai