Iran, IEA ‘Net Zero by 2050 Report’, and Inflation

In episode 17 of the PetroNerds podcast, your host Trisha Curtis and cohost Ethan Bellamy discuss the implications for removing sanctions on Iran and the impact it could have on the oil market and is having on the oil market and talk about the very controversial International Energy Agency (IEA) report which called for all investment in fossil fuels to stop immediately.

Trisha and Ethan talk about the relationship between Iran, China and the US and how Iran is playing their cards. In addition to getting deeper into oil prices, inflation, and the macro, they get into IEA’s new flagship report which calls for all fossil fuel investment to stop if the world is to achieve net zero by 2015. The IEA Net Zero report can be found here: https://www.iea.org/reports/net-zero-by-2050

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Episode 44 is the second part of an incredible double-header with Renee Pirrong of Tellurian. In this episode, Trisha Curtis and Renee Pirrong continue their conversation on the global LNG market and get into the weeds on China’s natural gas dynamics and the increasing volumes of LNG flowing to China.
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