{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Lee Raymond Dies, Oil's Pavlovian \"Deal\" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26","html":"","width":"100%","height":180,"duration":2778,"description":"Lee Raymond gets his due first, the Exxon legend who turned the Valdez disaster into a safety overhaul and still holds the record for oil's biggest merger. Then it's whether the Iran deal is real or another oil market head fake, why trading houses like Gunvor are buying gas wells instead of pipelines, and the data center that paid fifty five million just to get its power line built four months early. Waha gas math, flaring pain, and a questionable David Lee Roth show close it out.\nClick here to watch a video of this episode.\n\n00:00   Remembering Lee Raymond\n04:58   The Bonneville and the triplets\n06:40   Moving Exxon from Manhattan to Texas\n08:08   The 357 million dollar retirement fight\n10:13   Is the Iran deal real\n16:01   Oil markets and the Trump deal tracker\n17:52   Trading houses buying gas assets\n21:22   The Enron playbook returns\n23:49   Credit capital moves into gas\n25:56   Gas to power and selling electrons\n31:08   Waha gas below zero and flaring\n33:55   Pipeline egress and the BTU problem\n37:04   The 55 million dollar Twinkle Line\n40:55   David Lee Roth and learning to Claude code\nhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://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}