{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/4747a0a3\"></iframe>","width":"100%","height":180,"duration":3395,"description":"Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what PDVSA has to be paid to cooperate. Plus Druckenmiller calling out his old Soros desk mate Scott Bessent on Treasury buybacks, ranking the super majors, and 40 trillion in debt.\nClick here to watch a video of this episode.\n00:00 Houston Food Dives Without Mark\n04:55 Trump's Venezuela Oil Deal\n07:17 Defending Trump on the SPR\n11:12 PDVSA Royalties and Ohio Shale\n14:48 Would You Take the Meeting\n19:14 Persia, BP and the Hundred Year Warning\n24:21 National Oil Companies and Real Operators\n25:49 Conoco Claims and CEO Changes\n27:48 Tim Cook, Apple and AI CapEx\n31:53 Ranking the Super Majors\n36:34 Bessent Versus Druckenmiller\n40:40 Oil Talked Down and AI Editorials\n42:49 Where the First Opportunity Lands\n46:03 Lightning Round\n48:35 Forty Trillion in Debt\n52:13 Tier Lists and Shout Outs\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}