About this episode
Oil prices, gas at the pump, Venezuela headlines, and a brutally honest scorecard on markets, politics, and global conflict all collide as Chuck and Mark walk through what actually mattered this year. From WTI whiplash and frack spread confusion to Trump’s energy strategy, midterm math, and why narratives keep beating fundamentals, this one feels like a whiteboard session that got a little too real.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.ioClick here to view the episode transcript.
00:00 New year banter and market mood02:00 WTI and gasoline reality check05:00 Frac spreads, rigs, and production confusion10:30 Venezuela headlines vs fundamentals16:00 Energy stocks and discipline19:00 Grading the administration25:00 Immigration, wars, and geopolitics39:00 Tariffs, trade, and supply chains47:00 Energy transition reality check53:00 2026 oil and gas predictions59:00 Midterms outlook and wrap-uphttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters
