EOG just made a bold move in the UAE, locking down a massive 900,000-acre exploration deal that could change the energy game. We're breaking down how this huge partnership is shaking things up, from US energy diplomacy to Middle East investments, and what it means for the future of unconventional oil and gas. We’re talking tech transfer in the UAE, the shifting dynamics of oil prices, and how AI, data centers, and demand growth are reshaping the whole market. It’s a mix of real-world stories, big-picture insights, and a little humor to keep things interesting. This one's packed with juicy takes for anyone in or curious about the energy biz.

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00:00 - Catching up with Mark and Chuck
05:37 - Guess who's back, back again
06:22 - EOG's UAE Deal Analysis
12:52 - Qatar’s $400M 747 Investment
18:16 - Trump’s Next OPEC+ Strategy
22:00 - US Energy Imports and GDP
28:29 - Texas Energy Fund Overview
32:55 - Rate Base vs Deregulated Energy Markets
40:03 - Looking for Love in Energy
43:03 - Eisenhower’s Vision for Nuclear Energy
50:07 - Wrapping Up

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