{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Hormuz Deadline Expires, Diesel Crack Tops $102, Meta Wants 10 Gas Plants | BDE 08.18.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2bfdeaae\"></iframe>","width":"100%","height":180,"duration":2930,"description":"The sixty day clock on the Islamabad MOU ran out and nobody blinked, so Hormuz is still a coin flip and the diesel crack just printed 102 dollars, bigger than the price of crude itself. Kirk, Chuck, and Mark get into why nobody will build a refinery, how FedEx surcharges quietly lock in higher prices, and whether Meta and Entergy are about to hand Louisiana ratepayers a very long bill. Plus live questions from the Collide audience and a heartfelt sendoff for OJ Brigance.\nClick here to watch a video of this episode.\n00:00 Flock of Seagulls and concert stories\n04:31 Hormuz deadline passes with no deal\n08:43 Blaming the IEA for tight refining\n12:16 Diesel crack spread hits a record\n18:02 Fuel surcharges and the inflation ratchet\n24:21 Meta, Entergy, and ten new gas plants\n29:06 The case for behind the meter power\n31:42 Capacity offline and the water question\n37:29 Why nobody is building a refinery\n41:50 OPEC unwind and closing tributes\n\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}