Episode
US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26
- Podcast
- Big Digital Energy
- Published
- Jul 9, 2026
- Duration seconds
- 2013
- Processing state
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Summary
Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the knowledge stuck in your employees' heads may be your best data, and what Collide is doing to capture it. 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 Iran strikes and a ceasefire coming apart 03:39 Should the US be the world's enforcer 06:59 Seizing an oil island and shale's quiet flex 08:21 A Saving Private Ryan soccer detour 10:09 SPR draws and where oil sits 12:00 Russia's diesel ban and refineries under drones 15:25 Diesel, inflation, and the midterm math 18:43 Four supply shocks, three continents 19:51 Cheap drones rewriting warfare 21:20 Alex Karp on AI models eating their customers 28:28 Who's really king of IP theft 30:15 Tribal knowledge as the real data goldmine 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