{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Chevron Bets 7 Billion on Venezuela, Citadel Hunts Shale Oil & No Iran Deal | BDE 09.08.26","html":"","width":"100%","height":180,"duration":3449,"description":"Chevron is the only super major stepping into Venezuela, committing 7 billion across two JVs and targeting 600,000 barrels a day by 2031, while Exxon still calls the country uninvestable. Citadel keeps bidding on physical shale oil after Paloma and losing Wildfire to Magnolia. Energy Secretary Chris Wright says a nuclear deal with Iran may never happen. Plus Paul Ryan on the Overton window, 40 trillion in debt, diesel doing the real damage and the permitting reform that died with Manchin.\nClick here to watch a video of this episode.\n00:00 Mark is back\n00:55 Paul Ryan and the Overton window\n03:39 Trump versus the Fed\n05:48 Diesel is the real problem\n08:49 Seven months and counting\n10:57 Rhino politics and what comes next\n15:11 Chevron bets seven billion on Venezuela\n19:00 Nobody else wants Venezuela\n22:31 Guyana as the better bet\n25:26 What actually changed in Caracas\n30:17 No nuclear deal with Iran\n36:29 Safer but at what cost\n39:14 The permitting reform that never came\n43:05 Citadel hunts shale oil\n46:51 Hedging as the real edge\n50:58 Builders sell traders buy\n55:27 Remembering September 11\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}