Economics and Geopolitics

The PetroNerds Podcast

Recorded on July 31, 2024 and June 21, 2024

https://www.youtube.com/watch?v=NH0nk-Is4cU

Episode 112 of the PetroNerds podcast is the keynote address Trisha Curtis gave to AAPL, the American Association of Professional Landmen (Trisha still calls it Petroleum). This is an absolutely jam-packed energy-dense podcast filled with intel to get you up to speed on oil prices, the economy, geopolitics, and war.

Trisha dives into the push and pull on oil prices, what is driving prices up or holding prices up, what is pressuring prices down or keeping a lid on prices, geopolitics and hot wars, inflation and the consumer, the relationship between Iran, Russia, North Korea, and China and continued attacks in the Red Sea and their impact on the global economy and oil prices.

She gets into the changing political landscape in Europe and across the world, China’s lack of economic growth, China’s production of green tech, the poor understanding of oil and gas, and lack of market coverage of oil and gas, a very anti-domestic oil and gas Administration in America, a slowdown in consumer spending and the economy and the Fed, black swans, the health of the US consumer, and high prices and inflation pressuring the consumer, not interest rates.

She covers the Biden Admin on energy policies and SPR, Chinese EV exports, Chinese oil demand and stockpiling, weapons flows from Iran and North Korea to Russia, and non ESG friendly green tech from China. And last but not least she takes a dive into US shale and the resiliency of production with less rigs and longer laterals despite regulatory headwinds and consolidation.

Listen on Itunes