EPISODE · May 1, 2026 · 46 MIN
Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26
from Big Digital Energy · host collide.
Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and the petrochemical industry over Gulf Coast gas turbines, and Permian gas trading at less than nothing. Plus a salute to David Allan Coe.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 SPR draws and screaming inventory declines03:00 Gas prices and the run-up to summer driving season04:30 Valero Port Arthur refinery still bleeding diesel and jet05:30 Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal07:30 Kirk on the war, chokepoints, and food price spillover11:00 UAE walks away from OPEC+16:50 Saudi PIF defunds LIV Golf19:30 The painful path back for LIV defectors22:30 Cracks in Saudi's regional grip23:30 Mary Barra still betting GM on EVs, and the hybrid case27:00 What implodes next, NATO and the EU on the list28:20 A wild idea, privatize the Strait of Hormuz31:15 Big Tech's $750B data center CapEx party33:40 The knife fight, AI versus petrochem for gas turbines41:30 Brent over $100 while Permian gas trades negative43:30 In memoriam, David Allan Coehttps://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
What this episode covers
Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and the petrochemical industry over Gulf Coast gas turbines, and Permian gas trading at less than nothing. Plus a salute to David Allan Coe.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 SPR draws and screaming inventory declines03:00 Gas prices and the run-up to summer driving season04:30 Valero Port Arthur refinery still bleeding diesel and jet05:30 Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal07:30 Kirk on the war, chokepoints, and food price spillover11:00 UAE walks away from OPEC+16:50 Saudi PIF defunds LIV Golf19:30 The painful path back for LIV defectors22:30 Cracks in Saudi's regional grip23:30 Mary Barra still betting GM on EVs, and the hybrid case27:00 What implodes next, NATO and the EU on the list28:20 A wild idea, privatize the Strait of Hormuz31:15 Big Tech's $750B data center CapEx party33:40 The knife fight, AI versus petrochem for gas turbines41:30 Brent over $100 while Permian gas trades negative43:30 In memoriam, David Allan Coehttps://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
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Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26
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