{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Permian Gas Goes Negative, Brent Tops $100, UAE Dumps OPEC & LIV Golf Implodes | BDE 05.01.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/7bb870fd\"></iframe>","width":"100%","height":180,"duration":2781,"description":"Petroleum inventories are screaming lower, the SPR is down under 400 million barrels, and gas prices are creeping up just in time to sour the midterms. The guys break down the UAE walking away from OPEC+, Saudi PIF pulling the plug on LIV Golf, the brewing knife fight between AI data centers and the petrochemical industry over Gulf Coast gas turbines, and Permian gas trading at less than nothing. Plus a salute to David Allan Coe.\n00:00   SPR draws and screaming inventory declines\n03:00   Gas prices and the run-up to summer driving season\n04:30   Valero Port Arthur refinery still bleeding diesel and jet\n05:30   Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal\n07:30   Kirk on the war, chokepoints, and food price spillover\n11:00   UAE walks away from OPEC+\n16:50   Saudi PIF defunds LIV Golf\n19:30   The painful path back for LIV defectors\n22:30   Cracks in Saudi's regional grip\n23:30   Mary Barra still betting GM on EVs, and the hybrid case\n27:00   What implodes next, NATO and the EU on the list\n28:20   A wild idea, privatize the Strait of Hormuz\n31:15   Big Tech's $750B data center CapEx party\n33:40   The knife fight, AI versus petrochem for gas turbines\n41:30   Brent over $100 while Permian gas trades negative\n43:30   In memoriam, David Allan Coe\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}