Recorded on May 12, 2022
Episode 48 is a true PetroNerds special. Want to see PetroNerds in action? Actually giving a client presentation? Listeners of the PetroNerds podcast get to hear and see this fun fast paced 40 minute talk, soup to nuts, on the global economy and global oil market. This was an actual recorded presentation given to a public E&P on May 12th, 2022.
Trisha Curtis walks you through the global oil market, recession risks and realities, inflation, the impact of high oil prices and high inflation on the economy and oil demand, the food and energy crisis, what is happening in the US economy and housing market, the entrenched war in Ukraine and the impact this is having on Europe’s economy and the global food crisis, Trisha’s contrarian and real world views on ESG, US oil and gas activity and the impact of ESG and investor pressure on public operators, their oil production, and the current energy crisis, and why this all matters for oil demand, oil prices, and your business. On May 12th, 2022 WTI was $106.13, Brent $107.45, Henry Hub 7.74, and Dutch TTF $/MMBtu $32.62.