Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26
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Year-in-Review: WTI Whiplash, EIA vs Texas Data & Venezuela Shock | BDE 01.09.26
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Oil prices, gas at the pump, Venezuela headlines, and a brutally honest scorecard on markets, politics, and global conflict all collide as Chuck and Mark walk through what actually mattered this year. From WTI whiplash and frack spread confusion to Trump’s energy strategy, midterm math, and why narratives keep beating fundamentals, this one feels like a whiteboard session that got a little too real.
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00:00 New year banter and market mood
02:00 WTI and gasoline reality check
05:00 Frac spreads, rigs, and production confusion
10:30 Venezuela headlines vs fundamentals
16:00 Energy stocks and discipline
19:00 Grading the administration
25:00 Immigration, wars, and geopolitics
39:00 Tariffs, trade, and supply chains
47:00 Energy transition reality check
53:00 2026 oil and gas predictions
59:00 Midterms outlook and wrap-up
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