Chevron is the only super major stepping into Venezuela, committing 7 billion across two JVs and targeting 600,000 barrels a day by 2031, while Exxon still calls the country uninvestable. Citadel keeps bidding on physical shale oil after Paloma and losing Wildfire to Magnolia. Energy Secretary Chris Wright says a nuclear deal with Iran may never happen. Plus Paul Ryan on the Overton window, 40 trillion in debt, diesel doing the real damage and the permitting reform that died with Manchin.
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
00:00 Mark is back 00:55 Paul Ryan and the Overton window 03:39 Trump versus the Fed 05:48 Diesel is the real problem 08:49 Seven months and counting 10:57 Rhino politics and what comes next 15:11 Chevron bets seven billion on Venezuela 19:00 Nobody else wants Venezuela 22:31 Guyana as the better bet 25:26 What actually changed in Caracas 30:17 No nuclear deal with Iran 36:29 Safer but at what cost 39:14 The permitting reform that never came 43:05 Citadel hunts shale oil 46:51 Hedging as the real edge 50:58 Builders sell traders buy 55:27 Remembering September 11
Podden och tillhörande omslagsbild på den här sidan tillhör
collide.. Innehållet i podden är skapat av collide. och inte av,
eller tillsammans med, Poddtoppen.
