Show notes
Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From there it spirals into why a 141 year old Ohio brick maker got hammered by its power bill, how data centers are quietly rewiring the grid and hollowing out small towns, and whether big oil earnings are about to spark another round of Washington theater.read Old Man Coffeehttps://collide.io/old-man-coffee/old-man-coffee-the-2am-ledgerClick 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 Concerts and catching up04:12 Iran and the 20% tanker toll09:08 Drones and asymmetric warfare11:31 Houthis, Saudis, and the spillover19:26 Midterms and the energy fallout23:31 An Ohio brick maker gets crushed24:40 PJM capacity charges and data centers32:37 The Walmart effect on small towns39:08 Q2 oil and gas earnings incoming42:03 Remembering Lindsey Grahamhttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai