April 15 2026 | Ep 400
Sponsored by NavVis – Laser Scanning Solutions & Digital Twin Technology First oil gushes out of North Sea project https://www.offshore-energy.biz/first-oil-gushes-out-of-north-sea-project/ U.S. oil slips below $100 as Trump demands reopening of Strait of Hormuz https://www.cnbc.com/2026/04/10/oil-price-wti-brent-saudi-pipeline-attack-middle-east-war.html ‘Weeks, if not months’: Strait of Hormuz tanker traffic won’t normalize anytime soon https://www.cnbc.com/2026/04/09/tankers-return-to-hormuz-ceasefire-disruption-to-last-weeks.html Delta CEO says airline will ‘meaningfully’ cut growth plans, sees $300 million boost from its refinery https://www.cnbc.com/2026/04/08/delta-air-lines-q1-2026-earnings.html Vance Flies Out After Talks With Iran Fail, Saudis Restore Pipeline https://www.asiafinancial.com/vance-flies-out-after-talks-with-iran-fail-saudis-restore-pipeline Asian Fuel Importers Look to Saudi Ports Amid Hormuz Uncertainty https://www.asiafinancial.com/asian-fuel-importers-look-to-saudi-ports-amid-hormuz-uncertainty Iran war raises demand for U.S. fuel, boosting Gulf Coast refining margins https://www.bicmagazine.com/industry/refining-petrochem/iran-war-raises-demand-for-us-fuel/ Gulf Coast refiners and chemical plants adapt strategies as markets reset https://www.bicmagazine.com/industry/refining-petrochem/gulf-coast-refiners-chemical-plants-adapt-strategies-markets-reset/ Hexagon to Buy Baker Hughes’ Waygate for $1.45 Billion https://financialpost.com/pmn/business-pmn/hexagon-to-buy-baker-hughes-waygate-for-1-45-billion Microsoft, Chevron sign $7B Texas AI data center power deal https://www.bicmagazine.com/industry/powergen/microsoft-chevron-7b-ai-power-deal-texas/ Ten workers suffer injuries as fire breaks out at Asian offshore oil platform https://www.offshore-energy.biz/ten-workers-suffer-injuries-as-fire-breaks-out-at-asian-offshore-oil-platform/ Oxy employees support Hunger Action Month with meal donations https://www.bicmagazine.com/industry/philanthropy-community/oxy-employees-support-hunger-action-month-with-meal-donations/ —– REVIEW Dear Mark & Paige, Well….where to start! I’ve been one of your early followers. In fairness while I may not always agree with what you say, I do respect the options you share. That said show #399 saw you stepping far outside what would be considered credible. It’s time that this behaviour was called out. If you want true credibility & respect in countries where oil & gas is important (no somewhere like Hong Kong, really doesn’t count) then you need to be less of a fan boy for the current US administration. Please focus upon the oil & gas industry & take a balanced approach since some of the impressionable minds who listen to you may take away a flawed understanding. I recognise your service (thank you for your service) but to go so far as to present the Trump administration as the following is misguided:- Strategic – this is not a war since Congress has not approved of this military activity. What was stopping the President from seeking Congress approval – perhaps there are events domestically that he needs attention shifting from? This is nog strategic thinking. Forward planning- Blind Freddie could have told you Iran would close the Straits of Hormuz. They have been preparing for this since 1979 & learned many lessons during the Iran-Iraq war. Where was the US strategic thinking here – did this leave the Pentagon with the experienced & knowledgeable senior staff that have been dismissed by this Administration? Where are the voices guiding the President or is it a case of too many “yes men” unable / unwilling to present counter perspectives? Geniuses – to describe lifting sanctions on Iranian oil “just to help the world” in this manner is surely an over reach. This act is a reaction by a President that is remarkably bullish and yet still thin skinned when prices that his actions caused to rise unnecessarily begin to affect his popularity. Militarily astute – frankly a frat boy app