{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Trump Blinks on Iran, Cushing Hits Tank Bottoms & Warren's Big Oil Shakedown | BDE 06.23.26","html":"","width":"100%","height":180,"duration":3120,"description":"Cushing is scraping tank bottoms, the SPR is back at 1980s lows, and somehow there is room to argue about soccer, the World Cup, and the audacity of parking your car at the Buc-ee's pump. Kirk and Mark break down the new Iran MOU and what the Strait of Hormuz standoff means for crude, why production keeps slipping while exports surge, and the recycled windfall profits tax playbook out of Warren and Whitehouse. It lands on the SpaceX IPO and the builder versus blame mindset worth chewing on.\nClick here to watch a video of this episode.\n\n00:00  Cold open and weekend banter\n02:35  Soccer, baseball, and the MLB labor cliff\n05:38  The Iran MOU and the Hormuz standoff\n12:14  Iran vs the Venezuela playbook\n14:48  Cushing at tank bottoms\n17:21  Physical vs financial and the SPR draw\n22:15  Production, rigs, and capital discipline\n25:55  Heavy crude and headlines vs reality\n27:20  The Buc-ee's debate\n32:19  Warren, Whitehouse, and the windfall profits tax\n38:23  Attention spans and the state of discourse\n41:31  The SpaceX IPO and the builder vs blame mindset\n45:27  Rockets, methane, and ESG scores\n48:18  US Open at Shinnecock and the wrap\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}