Microsoft Kills Claude Code, Tank Bottoms Loom & NextEra's $67B Dominion Grab | BDE 05.22.26

Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude Code licenses, NextEra swallowed Dominion for $67 billion, Devon dropped $2.6B on a Delaware lease sale, and XAI is running 46 turbines without federal permits. Physics keeps showing up uninvited.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 Nantucket, baseball, and barehanded line drives01:38 Venezuela back in play and Exxon's un-investable reversal10:31 SPR draws, tank bottoms, and summer driving season16:33 Sparkling water inflation check17:03 Microsoft cancels Claude Code and the AI energy bill22:22 Strait of Hormuz, insurers, and Iran's slow rebuild24:33 Devon spends $2.6 billion on a BLM lease sale27:17 Delaware Basin economics and Taylor Sheridan as an oil man33:07 NextEra buys Dominion in a $67 billion deal37:14 Nantucket property taxes and the ratepayer problem40:07 XAI's 46 turbines, the EPA, and Colossus 244:30 Texas vs Massachusetts taxes and Memorial Day sign-offhttps://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