Turbulence – Oil and Geopolitics
Description
Recorded on Nov 8, 2023 and Oct 12, 2023
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio">
https://www.youtube.com/watch?v=GMt6YgDcA2U
</figure>
Episode 97 of the PetroNerds podcast is your must listen to economic and energy podcast and round the world geopolitical tour. This is Trisha Curtis’ talk and presentation to the Denver Association of Petroleum Landmen on October 12th, 2023.
Trisha walks listeners through the war in Gaza and the geopolitical dynamics in the Middle East, Europe, Russia, and China. She talks about China’s role in the energy transition and how China competes. She talks about oil prices in the context of this volatility and what is happening in the US and global economy. She concludes by talking about US shale, production, the merger and acquisition environment, and how bullish she is on the potential of the rock.