About this episode

The episode discusses the decline in petroleum inventories, the UAE's departure from OPEC+, and the implications for the energy market.

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. 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 SPR draws and screaming inventory declines 03:00 Gas prices and the run-up to summer driving season 04:30 Valero Port Arthur refinery still bleeding diesel and jet 05:30 Sub-billion M&A is rocking, Shell-ARC headlines the corporate deal 07:30 Kirk on the war, chokepoints, and food price spillover 11:00 UAE walks away from OPEC+ 16:50 Saudi PIF defunds LIV Golf 19:30 The painful path back for LIV defectors 22:30 Cracks in Saudi's…

Topics covered

• energy market trends
• OPEC dynamics
• petrochemical industry
• gas prices
• LIV Golf
• AI and energy
• M&A activity

Keywords

• Permian gas
• Brent oil
• UAE OPEC
• LIV Golf
• gas prices
• petrochemical industry
• AI data centers
• energy trends

Mentioned in this episode

Organizations: OPEC+, Saudi PIF, LIV Golf, Valero, GM, NATO, EU, Shell-ARC

Books & works: David Allan Coe

Places: UAE, Saudi, Gulf Coast, Strait of Hormuz

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