Sable Offshore Stalled, BP’s ICC Win, Oil Glut or Tightness?, Waha $0 Gas | BDE 10.18.25

California’s energy mess is heating up, and Kirk and Mark aren’t holding back. They’re calling out what happens when regulators, like the California Coastal Commission, start flexing too hard, leaving companies like Sable Offshore tangled in lawsuits over something as basic as fixing old oil platforms near Santa Barbara. Between the fallout from the 2015 pipeline spill, shrinking refining capacity, and a growing dependence on imported crude, California’s energy future looks messy at best. The guys dig into whether regulation is protecting the environment or just strangling innovation and property rights. And because no episode’s complete without a few curveballs, they also weigh in on Phil Mickelson’s surprise energy takes, Venture Global’s LNG drama, and the weirdly booming-yet-bloated Permian gas market. It’s sharp, fiery, and full of big-picture takes on how policy, money, and power collide in the energy world.

Click here to watch a video of this episode.

Join the conversation shaping the future of energy.
Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
Apply today at collide.io

Click here to view the episode transcript.

00:00 - Intro
01:25 - California Offshore Oil & Gas Industry
08:12 - Trump and Drug Trafficking Boats
09:11 - California Gas Prices Analysis
11:18 - Emergencies and Property Rights Erosion
14:08 - BP Arbitration Victory over Venture Global
19:15 - Waha Price Fluctuations Explained
28:50 - Energy Information Forum Highlights
31:51 - Forecasting vs. Energy Planning Strategies
37:27 - Golf in the Energy Sector
41:00 - LIV Golf Financial Overview
43:19 - Weather Impact on Energy Markets
44:23 - Thanks for Tuning In

https://twitter.com/collide_io

https://www.tiktok.com/@collide.io

https://www.facebook.com/collide.io

https://www.instagram.com/collide.io

https://www.youtube.com/@collide_io

https://bsky.app/profile/digitalwildcatters.bsky.social

https://www.linkedin.com/company/collide-digital-wildcatters