US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26

Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the knowledge stuck in your employees' heads may be your best data, and what Collide is doing to capture it.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.ioClick here to view the episode transcript. 00:00 Iran strikes and a ceasefire coming apart03:39 Should the US be the world's enforcer06:59 Seizing an oil island and shale's quiet flex08:21 A Saving Private Ryan soccer detour10:09 SPR draws and where oil sits12:00 Russia's diesel ban and refineries under drones15:25 Diesel, inflation, and the midterm math18:43 Four supply shocks, three continents19:51 Cheap drones rewriting warfare21:20 Alex Karp on AI models eating their customers28:28 Who's really king of IP theft30:15 Tribal knowledge as the real data goldminehttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai