{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Trump vs Exxon on Venezuela, Chevron’s Caution, & Conoco’s $6–$12B Problem | BDE 01.19.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/44fabab3\"></iframe>","width":"100%","height":180,"duration":3740,"description":"Venezuela’s “open for business” moment gets a reality check, plus a wild Chavez-in-Houston story that tells you everything you need to know. Mark and David Pursell unpack why Exxon and friends are hesitant, what the EIA gets right and wrong, why the forward curve is the real lie detector, how Iran risk actually moves barrels, BP’s renewable hangover, and Tesla casually speed-running a lithium refinery in Texas.\nClick here to watch a video of this episode.\n\n00:00 Tech hiccups and setup\n01:00 Chavez Houston story\n05:00 Trump press conference and Venezuela hype\n08:00 Why Venezuela isn’t investable\n14:30 EIA outlook and US production\n19:00 Rigs, frac spreads, and revisions\n22:00 Backwardation vs contango\n27:00 Iran supply risk\n30:30 Condensate and power constraints\n38:30 Geopolitical risk premiums\n40:30 BP write-downs and strategy shifts\n46:30 Energy transition reality check\n53:30 Tesla lithium refinery in Texas\n56:30 Data centers and power scramble\n01:01:30 Wrap-up and outlook\nhttps://twitter.com/collide_io\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/digitalwildcatters.bsky.social\nhttps://www.linkedin.com/company/collide-digital-wildcatters","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}