Episode
Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26
- Podcast
- Big Digital Energy
- Published
- Jun 23, 2026
- Duration seconds
- 3120
- Processing state
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Summary
Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of parking your car at the Buc-ee's pump. Kirk and Mark break down the new Iran MOU and what the Strait of Hormuz standoff means for crude, why production keeps slipping while exports surge, and the recycled windfall profits tax playbook out of Warren and Whitehouse. It lands on the SpaceX IPO and the builder versus blame mindset worth chewing on. 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.io Click here to view the episode transcript. 00:00 Cold open and weekend banter 02:35 Soccer, baseball, and the MLB labor cliff 05:38 The Iran MOU and the Hormuz standoff 12:14 Iran vs the Venezuela playbook 14:48 Cushing at tank bottoms 17:21 Physical vs financial and the SPR draw 22:15 Production, rigs, and capital discipline 25:55 Heavy crude and headlines vs reality 27:20 The Buc-ee's debate 32:19 Warren, Whitehouse, and the windfall profits tax 38:23 Attention spans and the state of discourse 41:31 The SpaceX IPO and the builder vs blame mindset 45:27 Rockets, methane, and ESG scores 48:18 US Open at Shinnecock and the wrap 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