# Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26

Page: https://stenobird.com/podcast/big-digital-energy-5494476/year-in-review-wti-whiplash-eia-vs-texas-data-venezuela-shock-bde-01-09-26
Text version: https://stenobird.com/podcast/big-digital-energy-5494476/year-in-review-wti-whiplash-eia-vs-texas-data-venezuela-shock-bde-01-09-26.md
Podcast: [Big Digital Energy](https://stenobird.com/podcast/big-digital-energy-5494476)
Published: 2026-01-10T13:00:00+00:00
Episode link: https://bde.collide.io/episodes/901e4557-4709-4ebd-a595-ed45d27e6f58
Audio file: https://media.transistor.fm/a13e49e0/09a3b9aa.mp3
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Duration seconds: 4082

## Resource

Oil prices, gas at the pump, Venezuela headlines, and a brutally honest scorecard on markets, politics, and global conflict all collide as Chuck and Mark walk through what actually mattered this year. From WTI whiplash and frack spread confusion to Trump’s energy strategy, midterm math, and why narratives keep beating fundamentals, this one feels like a whiteboard session that got a little too real. 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 New year banter and market mood 02:00 WTI and gasoline reality check 05:00 Frac spreads, rigs, and production confusion 10:30 Venezuela headlines vs fundamentals 16:00 Energy stocks and discipline 19:00 Grading the administration 25:00 Immigration, wars, and geopolitics 39:00 Tariffs, trade, and supply chains 47:00 Energy transition reality check 53:00 2026 oil and gas predictions 59:00 Midterms outlook and wrap-up https://twitter.com/collide_io 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/digitalwildcatters.bsky.social https://www.linkedin.com/company/collide-digital-wildcatters

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## Transcript

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