$100 Oil & Drillers Still Won't Drill, Fertilizer Crash & Harold Hamm's Bet | BDE 03.31.26

Oil markets are under siege and Kirk and Mark aren't sugarcoating it. From the Iran supply shock draining global inventories to the fertilizer fallout quietly heading for your grocery bill this fall, no topic is off limits. They also break down why US producers aren't just drilling on command, the capital discipline story behind the rig count, and Continental Resources' Mercury Pecos Power project proving Harold Hamm still runs circles around everyone. Chuck's latest blog: https://collide.io/old-man-coffee/18-months-ai-s-coming-divide-haves-vs-have-nots-and-it-s-already-ugly 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 Welcome and Mark's big news 02:07 Iran supply shock and global oil markets 10:20 US producers and the drilling pressure debate 20:17 Fertilizer prices and food supply fallout 22:38 Energy policy critics and the IEA 29:52 EU energy vulnerability 31:02 Retail gas prices and demand destruction 37:31 Continental and Mercury's Pecos Power project 45:08 ERCOT opportunity and molecule-to-megawatt plays 47:31 Wrap up https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai