Recorded on April 24, 2025 and March 18, 2025
Episode 130 of the PetroNerds podcast is the show stopping jam packed talk Trisha Curtis gave at the Houston Producers Forum on March 18th, 2025. Do not worry, she gets you up to speed on oil prices with a short introduction to this heavy hitting talk. Trisha discusses oil prices being oversold and the 10 year yield in the introduction.
At the Houston Producers Forum talk Trisha covers oil prices and what is driving oil prices, geopolitical volatility, natural gas prices, Chris Wright’s leadership in Washington, CERA week capitulation and “peak shale” talk, coal, wind and solar power, China, the IEA and Fatih Birol, tariffs and the de minimis rule, Mexico and Vietnam, the Chinese economy and global oil demand, inflation and the weakened consumer, DeepSeek, and Chinese industrial electricity consumption.
Trisha further covers geopolitics including Iran, Russia, Ukraine, and China, economic uncertainty and tariffs, and the health of the consumer, energy is everything, and US oil and gas production dominance. And yes, she does this all in 40 minutes.
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