Iran Trade "Syndicate," SPR Drops Below 400M, & Musk's Memphis AI Power Play | BDE 05.07.26

Kirk and Mark fly solo while Chuck takes a break, and there is plenty to chew on. Crude took a hit on Iran peace talk leaks, and a suspiciously timed 925 million dollar short has even Marjorie Taylor Greene calling out insider trading. From there it is the upcoming Trump and Xi summit, SPR refill chatter on DoD lands, the voodoo science of reserves accounting, exec comp tied to flaring mitigation, and where Anthropic fits in the gigascale power buildout.

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Click here to view the episode transcript.

00:00 - Cold open and Chuck on assignment
01:15 - Iran headlines and crude's air pocket
04:35 - The Trump and Xi summit ahead
07:00 - SPR refill ideas and DoD lands
13:00 - The voodoo science of reserves
21:00 - Goldman, BP and the reserve replacement game
25:00 - Exec comp and flaring mitigation
30:00 - AI tooling and grid intermittency
38:00 - Anthropic and the speed to power race
46:30 - An engineering project, not a science fair
53:30 - Wrap

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