Qatar LNG Wiped Out, $200 Oil in Asia & Iran's Endgame | BDE 03.20.26

Chuck and Mark are back and wasting no time getting into it. Qatar's LNG infrastructure is heavily damaged, a Red Sea refinery just got hit, and oil markets are absorbing a shock that the IEA apparently never saw coming (surprise). The guys break down regime adjustment vs. regime change, what a prolonged Strait of Hormuz disruption could mean for a global recession, and why gas prices matter more politically than anyone wants to admit. Then somehow they land on Mean Joe Green, Chuck Norris, and Astros opening day.

Click here to watch a video of this episode.

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Click here to view the episode transcript.

0:00 - Intro and catching up
2:00 - Iran conflict and energy infrastructure strikes
5:00 - Qatar LNG damage and supply disruption
10:00 - Regime change vs. regime adjustment
12:00 - Oil price predictions and IEA criticism
14:00 - Europe energy security concerns
17:30 - Strait of Hormuz and recession risk
18:30 - Gas prices and US political reality
23:30 - US military effectiveness
25:00 - RIP Mean Joe Green and Chuck Norris
28:00 - Astros opening day and the WBC
32:30 - Wrap up

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