Distillate inventories are scraping bottom right as winter shows up. Maine heating oil is already past 5.30 a gallon, the Exxon Joliet refinery went down on a utility failure, and Irving's Saint John plant is out 75 days. European gas ran from 23 to nearly 30 per MMBtu while the EU quietly cut its storage target, and Chevron's Mike Wirth says the buffers are gone. Plus Ukraine keeps hitting Russian refineries, AI CEOs ask Washington for a leash, and the quietest hurricane season since 1950.
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00:00 Chuckless Birthday Edition 1:10 Sark Manning And AI Slop 5:50 UT Photo Goes Viral 9:01 Diesel And Distillate Crunch 14:32 The Pipelines That Died 17:38 Nantucket Drought Loans 20:09 Europe Scrambles For Gas 22:46 Hormuz Mines And Deals 28:07 Ukraine Hits Russian Refineries 31:04 AI CEOs Want Regulation 36:07 Token Burn And AI Flaring 39:16 EPA Rescinds Power Rules 41:05 Quietest Hurricane Season 43:24 Wirth Says Buffers Gone 47:12 Where The Amateur Line Went 53:24 Listener Questions On Refining 59:58 Jacob Jumps In
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