US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26

US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26

From Big Digital Energy by collide.

July 9, 2026 · 34 min · Episode 204

About this episode

The episode discusses multiple energy supply shocks and their impact on global markets, featuring insights from Palantir CEO Alex Karp on AI and data management.

Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the knowledge stuck in your employees' heads may be your best data, and what Collide is doing to capture it. 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 Iran strikes and a ceasefire coming apart 03:39 Should the US be the world's enforcer 06:59 Seizing an oil island and shale's quiet flex 08:21 A Saving Private Ryan soccer detour 10:09 SPR draws and where oil sits 12:00 Russia's diesel ban and refineries under drones 15:25 Diesel, inflation, and the midterm math 18:43 Four supply…

More episodes of Big Digital Energy

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