Heating Oil Hits 5.50, Europe Gas Panic & The Buffers Are Gone | BDE 09.15.26

Distillate inventories are scraping bottom right as winter shows up. Maine heating oil is already past 5.30 a gallon, the Exxon Joliet refinery went down on a utility failure, and Irving's Saint John plant is out 75 days. European gas ran from 23 to nearly 30 per MMBtu while the EU quietly cut its storage target, and Chevron's Mike Wirth says the buffers are gone. Plus Ukraine keeps hitting Russian refineries, AI CEOs ask Washington for a leash, and the quietest hurricane season since 1950.

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00:00 Chuckless Birthday Edition

1:10 Sark Manning And AI Slop

5:50 UT Photo Goes Viral

9:01 Diesel And Distillate Crunch

14:32 The Pipelines That Died

17:38 Nantucket Drought Loans