Trump calls the Venezuela concession the biggest oil deal in world history, so Chuck Yates and Kirk Coburn pull it apart with Mark Meyer out of the room. Whether heavy Venezuelan crude can ever land in the SPR, why a hundred year lease looks a lot like the concession that became BP, and what PDVSA has to be paid to cooperate. Plus Druckenmiller calling out his old Soros desk mate Scott Bessent on Treasury buybacks, ranking the super majors, and 40 trillion in debt.
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00:00 Houston Food Dives Without Mark 04:55 Trump's Venezuela Oil Deal 07:17 Defending Trump on the SPR 11:12 PDVSA Royalties and Ohio Shale 14:48 Would You Take the Meeting 19:14 Persia, BP and the Hundred Year Warning 24:21 National Oil Companies and Real Operators 25:49 Conoco Claims and CEO Changes 27:48 Tim Cook, Apple and AI CapEx 31:53 Ranking the Super Majors 36:34 Bessent Versus Druckenmiller 40:40 Oil Talked Down and AI Editorials 42:49 Where the First Opportunity Lands 46:03 Lightning Round 48:35 Forty Trillion in Debt 52:13 Tier Lists and Shout Outs
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