Amazon Builds a 7.6GW Gas Grid, EOG Strikes UAE Shale | BDE 08.14.26

EOG drilled two wells in the UAE that look suspiciously like the Eagle Ford, and Chuck has a theory about why. From there it's Amazon dropping a 7.6 gigawatt private gas plant on a West Texas ranch, Vivek Ramaswamy flipping the script on Ohio data centers, and a cattle rancher whose herd is spooked by the noise. Power demand is rewriting land use and politics at the same time, and we are here for it.

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00:00 Catching up

01:12 EOG's UAE wells

03:04 Chuck's theory on the rock

04:43 Who captures the value

10:07 The copycats are coming

11:52 Amazon's West Texas gas plant