About this episode

The episode discusses recent developments in the energy sector, including Microsoft's cancellation of Claude Code, NextEra's acquisition of Dominion, and the implications of Venezuela's changing investment status.

Venezuela is suddenly back on the table after being branded un-investable, and the tone shift has Mark and Kirk picking apart who blinked and why Exxon's posture lines up with Chevron's quiet move next door. Summer driving season is squeezing crude inventories, Microsoft pulled the plug on Claude Code licenses, NextEra swallowed Dominion for $67 billion, Devon dropped $2.6B on a Delaware lease sale, and XAI is running 46 turbines without federal permits. Physics keeps showing up uninvited. 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 Nantucket, baseball, and barehanded line drives 01:38 Venezuela back in play and Exxon's un-investable reversal 10:31 SPR draws, tank bottoms, and summer driving season 16:33 Sparkling water inflation check 17:03 Microsoft cancels Claude Code and the AI energy bill 22:22 Strait of Hormuz, insurers, and Iran's slow rebuild 24:33…

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