Lee Raymond Dies, Oil's Pavlovian "Deal" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26

Lee Raymond Dies, Oil's Pavlovian "Deal" Swoon & Gunvor's $300M Enron Sequel | BDE 06.12.26

From Big Digital Energy by collide.

June 15, 2026 · 46 min · Episode 201

About this episode

The episode discusses the legacy of Lee Raymond, the implications of the Iran deal on oil markets, and the strategies of trading houses like Gunvor in the current energy landscape.

Lee Raymond gets his due first, the Exxon legend who turned the Valdez disaster into a safety overhaul and still holds the record for oil's biggest merger. Then it's whether the Iran deal is real or another oil market head fake, why trading houses like Gunvor are buying gas wells instead of pipelines, and the data center that paid fifty five million just to get its power line built four months early. Waha gas math, flaring pain, and a questionable David Lee Roth show close it out. 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 Remembering Lee Raymond 04:58 The Bonneville and the triplets 06:40 Moving Exxon from Manhattan to Texas 08:08 The 357 million dollar retirement fight 10:13 Is the Iran deal real 16:01 Oil markets and the Trump deal tracker 17:52 Trading houses buying gas assets 21:22 The Enron playbook returns 23:49 Credit capital moves into gas 25:56 Gas…

More episodes of Big Digital Energy

Explore listener stats, chart rankings, contacts and more on the Big Digital Energy podcast page.