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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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Big Digital Energy