Recorded March 25, 2026, and February 26, 2026

Episode 153 of the PetroNerds podcast is a heavy-hitting, energy-dense podcast packed with intel and data in every second. Trisha Curtis, CEO and host of the PetroNerds podcast, walks listeners and viewers through a timely and thorough presentation on the State of Energy, covering topics from Iran and Russia to China and US shale.

Trisha covers the gauntlet in a deep dive presentation given on February 26th, 2026, just two days before the war in Iran. Trisha discusses Iran’s oil production and how little geopolitical risk is priced into oil at $65 a barrel. She gets into Chinese oil demand and the Chinese economy, the importance of oil, getting energy right, and the role of coal and natural gas in power generation and electricity prices.

She talks about the rise in electricity prices, the corresponding rise in wind and solar power, and the decline in cheap baseload power from coal. She discusses Chinese coal demand and the importance of energy in war and conflict. And Trisha introduces this podcast with a fresh update on oil prices, oil flows, and the war in Iran.

This talk and presentation were sponsored by First Turn Capital and Liberty Energy. The presentation was hosted by the Denver Energy Network and the Women in Oil and Gas Association at Liberty Energy’s office in Denver, Colorado. 

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