$100 Oil & Drillers Still Won't Drill, Fertilizer Crash & Harold Hamm's Bet | BDE 03.31.26
About this episode
Kirk and Mark discuss the challenges facing oil markets, including the Iran supply shock and the implications for fertilizer prices and US drilling practices.
Oil markets are under siege and Kirk and Mark aren't sugarcoating it. From the Iran supply shock draining global inventories to the fertilizer fallout quietly heading for your grocery bill this fall, no topic is off limits. They also break down why US producers aren't just drilling on command, the capital discipline story behind the rig count, and Continental Resources' Mercury Pecos Power project proving Harold Hamm still runs circles around everyone. Chuck's latest blog: https://collide.io/old-man-coffee/18-months-ai-s-coming-divide-haves-vs-have-nots-and-it-s-already-ugly Click here to watch a video of this episode. Join the conversation shaping the future of energy. Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward. Apply today at collide.io Click here to view the episode transcript. 00:00 Welcome and Mark's big news 02:07 Iran supply shock and global oil markets 10:20 US producers and the drilling pressure debate 20:17 Fertilizer prices and food supply fallout 22:38 Energy policy critics and the IEA 29:52 EU energy vulnerability…
People in this episode
Hosts: Kirk, Mark
Mentioned in this episode
Organizations: Continental Resources, IEA
Places: Iran, EU, ERCOT
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