Iran Goes Hot, Oil Spikes & Sells Off, IEA Eyes the SPR | BDE 03.09.26

Oil prices swung wild overnight and the BD War Chronicles rolls on. David Pursell joins Kirk and Mark to break down the SPR numbers, the Jones Act waiver, and why the IEA's emergency reserve is starting to look more like a price cap than a crisis tool. They also get into Iran's mosaic defense, Strait of Hormuz shipping chaos, and why reservoir damage fears are mostly noise.

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Click here to view the episode transcript.

0:00 Oil prices and SPR breakdown
7:00 IEA history and emergency reserve mission creep
10:00 Iran conflict update and Khamenei succession
17:00 Mosaic defense and Strait of Hormuz
22:00 Floating storage and curtailments
25:00 US crude exports and diesel prices
29:00 Reservoir damage myths debunked
35:00 Market predictions and wrap up

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