{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26","html":"","width":"100%","height":180,"duration":3359,"description":"Brent is back at $108 after the latest peace deal fell apart, physical traders are cashing in on the Brent to WTI spread, and the forward strip says the market still is not worried. A floated US diesel export ban draws pushback, Texas opens its highways to dyed diesel, and the case for letting the industry build refineries. Plus BP eyeing a return to US shale, 101 GW of behind the meter gas capacity, rising rates and data center finance, and viewer questions on AI economics.\nClick here to watch a video of this episode.\n00:00 Brent at 108 and Hormuz whipsaw\n04:56 A new energy world order\n10:08 Diesel export ban backlash\n14:41 Texas opens up dyed diesel\n16:16 Congress takes on college sports\n18:10 Let the industry build refineries\n21:29 BP comes back to shale\n25:57 Behind the meter power boom\n27:33 AI labs and data center money\n31:28 AI debt and AI burnout\n34:01 How Chuck became a cofounder\n35:52 Data centers and rising rates\n39:40 Touring the house remodel\n44:36 Viewer questions on AI economics\n51:12 Farmland versus data centers\n53:00 Data center rules and energy costs\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}