Qatar LNG Wiped Out, $200 Oil in Asia & Iran's Endgame | BDE 03.20.26

Chuck and Mark are back and wasting no time getting into it. Qatar's LNG infrastructure is heavily damaged, a Red Sea refinery just got hit, and oil markets are absorbing a shock that the IEA apparently never saw coming (surprise). The guys break down regime adjustment vs. regime change, what a prolonged Strait of Hormuz disruption could mean for a global recession, and why gas prices matter more politically than anyone wants to admit. Then somehow they land on Mean Joe Green, Chuck Norris, and Astros opening day. 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. 0:00 - Intro and catching up 2:00 - Iran conflict and energy infrastructure strikes 5:00 - Qatar LNG damage and supply disruption 10:00 - Regime change vs. regime adjustment 12:00 - Oil price predictions and IEA criticism 14:00 - Europe energy security concerns 17:30 - Strait of Hormuz and recession risk 18:30 - Gas prices and US political reality 23:30 - US military effectiveness 25:00 - RIP Mean Joe Green and Chuck Norris 28:00 - Astros opening day and the WBC 32:30 - 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