Recorded on March 7, 2025 and February 28, 2025
Episode 127 of the PetroNerds podcast is another energy dense and intel rich jam packed podcast on everything you need to know to get you caught up on the oil market and the economy. This podcast is the conversation between Jason Isaac, CEO of the American Energy Institute, and Trisha Curtis, CEO of PetroNerds, recorded as a livestream on February 28th, 2025.
Trisha introduces this podcast with a fresh market update talking about oscillating volatility, oil prices, the stock market, oil demand and tariff fears. She gets into the Federal Reserve’s comments on the economy and the fears and nervousness in the market. Trisha spends time talking about what is going on in the stock market, in the economy, and what is happening in oil prices with supply and demand. She talks about US production at 13.5 mbd, the rig count and private companies, OPEC production increases and the Saudi nod to Trump, Saudi and Russian production, Iran sanctions, Russia and Ukraine and additional peace deal meetings and the impact on oil prices and natural gas prices. Trisha also talks about Chris Wright’s comments on oil prices.
One of the biggest questions the industry is asking right now is “what price does Trump want for oil?” She also addresses the SPR and refilling the SPR and how that can be used to put a floor on oil prices. And yes, she does this all in 20 minutes.
The hour-long conversation between Trisha and Jason proceeds with more color and detail on all of the above and the latest economic trends in oil, natural gas, and coal, Federal energy policies, tariffs, the market, China, and the first 39 days of the Trump administration. Jason also gets into the state level.
This podcast is sponsored by Efficient Markets. Reach out to PetroNerds at https://petronerds.com/.
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