OPEC Plus, US Oil, and Chinese Solar in Xinjiang

In episode 21 of the PetroNerds podcast, Trisha Curtis and Ethan Bellamy get into the weeds on the Saudi and UAE production volumes and disputes in the latest OPEC Plus meeting or non meeting debacle.  They talk about oil prices and the risks to the upside and downside as well as activity in the US and what is happening with US oil demand.  They conclude with an impressive analytical link between Chinese human right abuses and forced labor issues in the province of Xinjiang, Chinese solar panels, and well known names from the Exxon and Engine No. 1 ordeal, Vanguard, State Street, and Blackrock.  (Correction: Trisha said “Stay Street” in the podcast and meant “State Street”) This is a must listen to episode folks! The link to the South China Morning Post article can be found here.

Trisha will be speaking at DUG on Tuesday, July 13th, check out the agenda here.


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Talking China and European LNG with Tellurian

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.
They also discuss the three major LNG hubs in Europe, the import capacity, and the nuances of floating vessels. There is a dense discussion on China with regards to the war in Ukraine, China and Russia ties, energy security, and the rise of renewable and coal-fired capacity generation in tandem. This is a high, but energy-dense PetroNerds podcast you are not going to want to miss.

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