$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

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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

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