CA's refining crisis, PJM capacity, China's $167B dam | BDE 07.25.25

25/07/2025 29 min Episodio 155
CA's refining crisis, PJM capacity, China's $167B dam | BDE 07.25.25

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Episode Synopsis


California’s losing refineries, the East Coast grid is running tight, and everyone’s asking, can distributed power actually save the day? In this episode, I break down what’s shaking up the U.S. energy scene, from gasoline price shocks and a shrinking shale rig count to the strain on PJM’s capacity market. We also take a look at how China’s massive hydro play fits into the global picture, and where companies like Chevron and ExxonMobil are betting on automation. If you care about grid resilience, oilfield shifts, or the future of local energy generation, this one packs it all in.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.ioClick here to view the episode transcript.
00:00 - Intro00:15 - California Refinery Crisis08:40 - PJM Capacity Auction Insights18:46 - China’s Motuo Hydro Project Overview22:14 - Oil Production Challenges for Have-Nots26:05 - Need for Energy Subsidies26:57 - Tribute to Ozzy Osbourne28:41 - Conclusion and Wrap-Uphttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters

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