{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Diesel Cracks Hit $102, Hormuz Day 176 & Token Burn Is Just AI Flaring | BDE 08.24.26","html":"","width":"100%","height":180,"duration":3585,"description":"Diesel cracks just hit 102 dollars a barrel while the Treasury Secretary says he does not understand why oil spiked, which tells you everything about a products led market. Hormuz sits at day 176 with transits down 86 percent, Buc-ee's makes more on beaver nuggets than it does on diesel, and the SPR is now a strategic suggestion. Then there is AI flaring, the case that token burn on drifting bots is the same waste as burning gas you already paid to produce.\nClick here to watch a video of this episode.\n\n0:00:00 Bessent doesn't understand the oil spike\n0:02:34 Macro guys versus the physical traders\n0:05:26 The 102 dollar crack spread\n0:08:29 What it actually costs at the pump\n0:10:25 A strategic suggestion, not a reserve\n0:15:48 Hormuz, day 176\n0:20:05 Who runs short on diesel this winter\n0:22:55 Australia emptied the whole clip\n0:29:55 Phillips 66, Elliott, and Streamline 66\n0:33:27 Structural or cyclical\n0:38:24 AI flaring and the token burn problem\n0:46:52 Bots, drift, and Grok running all night\n0:49:05 Amazon builds an island in Pennsylvania\n0:53:44 ERCOT's December audit math\n0:57:18 A weekend in Telluride\n0:58:43 Remembering Frank Beard\nhttps://twitter.com/collide_ai\nhttps://www.tiktok.com/@collide.io\nhttps://www.facebook.com/collide.io\nhttps://www.instagram.com/collide.io\nhttps://www.youtube.com/@collide_io\nhttps://bsky.app/profile/collide-ai.bsky.social\nhttps://www.linkedin.com/company/collideai","thumbnail_url":"https://img.transistorcdn.com/iy6jIYchYeWUZ4i3KMDwG--bihbqsPBgMZtYTL4T32g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81NTQ3/MzlhMzY1MzgyZDM4/NTZiMjQwNTg0YmNj/NDZiZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}