# Iran Goes Hot, Oil Spikes & Sells Off, IEA Eyes the SPR | BDE 03.09.26

Page: https://stenobird.com/podcast/big-digital-energy-5494476/iran-goes-hot-oil-spikes-sells-off-iea-eyes-the-spr-bde-03-09-26
Text version: https://stenobird.com/podcast/big-digital-energy-5494476/iran-goes-hot-oil-spikes-sells-off-iea-eyes-the-spr-bde-03-09-26.md
Podcast: [Big Digital Energy](https://stenobird.com/podcast/big-digital-energy-5494476)
Published: 2026-03-10T12:00:00+00:00
Episode link: https://bde.collide.io/episodes/iran-goes-hot-oil-spikes-sells-off-iea-eyes-the-spr-bde-03-09-26
Audio file: https://media.transistor.fm/669bc98b/4ad1569f.mp3
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Duration seconds: 2626

## Resource

Oil prices swung wild overnight and the BD War Chronicles rolls on. David Pursell joins Kirk and Mark to break down the SPR numbers, the Jones Act waiver, and why the IEA's emergency reserve is starting to look more like a price cap than a crisis tool. They also get into Iran's mosaic defense, Strait of Hormuz shipping chaos, and why reservoir damage fears are mostly noise. 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.io Click here to view the episode transcript. 0:00 Oil prices and SPR breakdown 7:00 IEA history and emergency reserve mission creep 10:00 Iran conflict update and Khamenei succession 17:00 Mosaic defense and Strait of Hormuz 22:00 Floating storage and curtailments 25:00 US crude exports and diesel prices 29:00 Reservoir damage myths debunked 35:00 Market predictions and wrap up 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

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## Transcript

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