Venezuela Crude for the SPR, Bessent vs Druckenmiller & Oil Talked Down | BDE 09.01.26

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.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 Houston Food Dives Without Mark04:55 Trump's Venezuela Oil Deal07:17 Defending Trump on the SPR11:12 PDVSA Royalties and Ohio Shale14:48 Would You Take the Meeting19:14 Persia, BP and the Hundred Year Warning24:21 National Oil Companies and Real Operators25:49 Conoco Claims and CEO Changes27:48 Tim Cook, Apple and AI CapEx31:53 Ranking the Super Majors36:34 Bessent Versus Druckenmiller40:40 Oil Talked Down and AI Editorials42:49 Where the First Opportunity Lands46:03 Lightning Round48:35 Forty Trillion in Debt52:13 Tier Lists and Shout Outshttps://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