US Bombs 90 Iran Targets, Oil Yawns, & Russia's Diesel Export Ban Detonates Crack Spreads | BDE 07.09.26

Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the knowledge stuck in your employees' heads may be your best data, and what Collide is doing to capture it.

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00:00 Iran strikes and a ceasefire coming apart

03:39 Should the US be the world's enforcer

06:59 Seizing an oil island and shale's quiet flex

08:21 A Saving Private Ryan soccer detour

10:09 SPR draws and where oil sits

12:00 Russia's diesel ban and refineries under drones