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.

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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 regional grip
23:30 Mary Barra still betting GM on EVs, and the hybrid case
27:00 What implodes next, NATO and the EU on the list
28:20 A wild idea, privatize the Strait of Hormuz
31:15 Big Tech's $750B data center CapEx party
33:40 The knife fight, AI versus petrochem for gas turbines
41:30 Brent over $100 while Permian gas trades negative
43:30 In memoriam, David Allan Coe

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