# Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26

Page: https://stenobird.com/podcast/big-digital-energy-5494476/trump-s-32m-hormuz-toll-houthis-break-truce-oil-nears-90-bde-07-14-26
Text version: https://stenobird.com/podcast/big-digital-energy-5494476/trump-s-32m-hormuz-toll-houthis-break-truce-oil-nears-90-bde-07-14-26.md
Podcast: [Big Digital Energy](https://stenobird.com/podcast/big-digital-energy-5494476)
Published: 2026-07-15T16:21:25+00:00
Episode link: https://bde.collide.io/episodes/trumps-32m-hormuz-toll-houthis-break-truce-oil-nears-90-bde-07-14-26
Audio file: https://media.transistor.fm/79fb466f/796a6197.mp3
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Duration seconds: 3132

## Resource

Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From there it spirals into why a 141 year old Ohio brick maker got hammered by its power bill, how data centers are quietly rewiring the grid and hollowing out small towns, and whether big oil earnings are about to spark another round of Washington theater. read Old Man Coffee https://collide.io/old-man-coffee/old-man-coffee-the-2am-ledger 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 Concerts and catching up 04:12 Iran and the 20% tanker toll 09:08 Drones and asymmetric warfare 11:31 Houthis, Saudis, and the spillover 19:26 Midterms and the energy fallout 23:31 An Ohio brick maker gets crushed 24:40 PJM capacity charges and data centers 32:37 The Walmart effect on small towns 39:08 Q2 oil and gas earnings incoming 42:03 Remembering Lindsey Graham 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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