Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26

Brent is back at $108 after the latest peace deal fell apart, physical traders are cashing in on the Brent to WTI spread, and the forward strip says the market still is not worried. A floated US diesel export ban draws pushback, Texas opens its highways to dyed diesel, and the case for letting the industry build refineries. Plus BP eyeing a return to US shale, 101 GW of behind the meter gas capacity, rising rates and data center finance, and viewer questions on AI economics.

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00:00 Brent at 108 and Hormuz whipsaw

04:56 A new energy world order

10:08 Diesel export ban backlash

14:41 Texas opens up dyed diesel

16:16 Congress takes on college sports

18:10 Let the industry build refineries