Trump Steals Warren's Windfall Tax, Chevron Becomes Microsoft's Landlord | BDE 08.04.26

Trump wants the oil majors to hand their profits back to the public, and the crew has opinions. From taco trade whiplash in the Strait of Hormuz to Chevron reinventing itself as an infrastructure landlord through the Microsoft Kilby deal, this Collide roundtable unpacks windfall tax theater, BP fleeing a 78 percent North Sea tax bill, and the hidden demand destruction quietly showing up at Applebee's. Plus bling, beaver nuggets, and a heartfelt close.
Click 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.io

Click here to view the episode transcript.

0:00:00 Van Halen reunion energy
0:00:53 Trump's tacos, tantrums, and the Strait
0:06:37 Windfall tax outrage and the margin math
0:14:49 Chevron's Kilby bet: oil company turns landlord
0:25:38 Refiners printing money and demand destruction at Applebee's
0:32:36 BP bails on the North Sea, eyes Houston
0:38:11 Darren Woods vs Brussels on methane rules
0:47:34 Bling, Bucky's, and beaver nugget economics
0:53:29 Landman cameo dreams and West Texas
0:56:22 Mark's reflection and a Collide thank-youhttps://twitter.com/collide_ai
https://www.tiktok.com/@collide.io
https://www.facebook.com/collide.io
https://www.instagram.com/collide.io
https://www.youtube.com/@collide_io
https://bsky.app/profile/collide-ai.bsky.social
https://www.linkedin.com/company/collideai