The PetroNerds Podcast

The PetroNerds Podcast
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Unconventional Thinking for an Uncertain World

  1. May 23

    Frac, U.S. Shale Resilience, and the Future of Energy with Leen Weijers

    https://youtu.be/50CmjzaZzHM Recorded: Friday, May 22, 2026, and Tuesday, March 17, 2026 In Episode 157 of the PetroNerds Podcast, Trisha Curtis, host of the PetroNerds podcast and CEO of PetroNerds, sits down with Leen Weijers, former Senior VP of Engineering at Liberty Energy and one of the most respected minds in hydraulic fracturing, for an in-depth technical discussion on hydraulic fracturing, U.S. shale resilience, natural gas, and the future of energy production. Recorded during a period of elevated geopolitical tensions and rising oil prices, the conversation examines the operational and technological forces that continue to drive American energy production forward. With oil prices near $96 per barrel and Brent crude surpassing $100, Trisha and Leen step back from short-term market headlines to focus on the engineering innovations reshaping the shale patch. From frac fleets and longer laterals to proppant logistics, simulfracs, natural gas-powered equipment, distributed power generation, and geothermal lessons for shale recovery, the episode explores why U.S. shale continues to outperform expectations. Why U.S. Shale Continues to Surprise the Market One of the central themes of the episode is the continued resilience of U.S. shale production. While many analysts have repeatedly predicted shale production slowdowns or peaks, Leen explains that the flexibility of the U.S. frac industry allows operators to respond rapidly to changing price signals and market conditions. Importantly, both Trisha and Leen emphasize that traditional indicators like rig counts and frac fleet totals no longer tell the full story. Today’s frac crews are significantly larger, more efficient, and more productive than they were just a decade ago. Operational improvements such as: Longer laterals Higher-intensity completions Improved perforation cluster efficiency Better well spacing strategies Simulfrac operations Enhanced proppant logistics Faster pumping rates Better frac distribution have allowed operators to continue increasing production despite fewer rigs and fewer frac fleets. Efficiency Gains Are Outpacing Reservoir Challenges The conversation also addresses some of the real challenges facing unconventional oil and gas development, including: Parent-child well relationships Lower reservoir pressure Infill drilling complications Potential declines in productivity per foot in certain regions Despite these challenges, Leen explains that engineering innovation and operational execution continue to offset many of the headwinds facing the industry. The discussion highlights how the shale industry has effectively turned efficiency gains into a competitive advantage, enabling the U.S. to approach nearly 14 million barrels per day of crude oil production. Natural Gas Is Reshaping the Future of Frac Operations A major portion of the episode focuses on the growing role of natural gas in frac operations and power generation. Leen discusses Liberty Energy’s DigiFrac and DigiPrime technologies and explains how the industry is steadily moving away from diesel-powered systems toward natural gas-powered frac fleets. The conversation also explores how oilfield power technology is increasingly being adapted for mobile and distributed power applications, including support for rapidly growing AI and data center energy demand. Trisha and Leen also discuss: LNG export growth Reliability challenges with wind and solar Distributed power generation Propane and NGLs in global development Energy poverty and energy abundance Nuclear power Geothermal innovation and its lessons for shale recovery Looking Ahead The episode closes with a broader discussion about the future of energy development and the importance of maintaining reliable, scalable, and affordable energy systems. As the energy landscape evolves, Trisha and Leen argue that innovation within the shale patch continues to position the United States as one of the world’s most resilient and adaptable energy producers. For listeners interested in the technical side of oil and gas, hydraulic fracturing, energy infrastructure, and the future of global energy markets, Episode 157 offers an exceptionally detailed and insightful conversation.

    1h 31m

  2. May 9

    America’s Oil Dominance: Iran, China, and the Future of Energy

    https://youtu.be/d566d0YSwq8 Recorded on April 8th, 2026 PetroNerds is honored to be hosted by John Papola in episode 156 of the PetroNerds podcast.  In this crossover podcast, PetroNerds CEO and energy economist Trisha Curtis joins John Papola on Dad Saves America in Austin, Texas, for a deep-dive conversation on the oil and natural gas industry, the global energy market, American energy dominance, and how geopolitical shocks — Iran and the Strait of Hormuz — affect prices at the pump.  Trisha breaks down the numbers behind global oil and gas demand, including why the world produces and consumes roughly 100 million barrels of oil per day, why the United States is the largest crude oil producer in the world, and why America’s energy position has reshaped global markets. Trisha frames oil as central to transportation and explains that when global production and consumption become unbalanced, prices move; she also notes that the U.S. is the world’s largest crude oil producer by a wide margin.  Trisha explains why oil and gas remain central to modern life, how fracking transformed U.S. energy production, what policymakers get wrong about renewables and subsidies, and why energy security is inseparable from economic growth, national security, and global power. Energy is not just another sector of the economy. It is the foundation for transportation, manufacturing, electricity, national security, and the modern standard of living. This episode is a practical energy primer for anyone who wants to understand why oil and gas still matter, why energy abundance is a strategic advantage, and why utopian thinking cannot replace physics, infrastructure, markets, or security. The views expressed in this episode are Trisha Curtis’ own and do not reflect the views of the Department of Energy or the United States Government. John Papola has hosted many experts in the studio, including Jonathan Haidt, Dr. Drew, Michael Shellenberger, Bret Weinstein, Vivek Ramaswamy, and Adam Carolla. Topics covered: Oil and gas in everyday life Global oil demand and the 100-million-barrel-per-day market The relationship between GDP growth and energy consumption Why coal still matters Natural gas safety and infrastructure Energy density and transportation costs Food production, fertilizer, and ethanol The reality behind “drill baby drill” Fracing and the shale revolution California’s oil policy Renewables, physics, and grid reliability Oil subsidies, inflation, and consumer prices Competition and monopoly claims in oil Iran, China, and the Strait of Hormuz Middle East stability and energy security Why utopian energy policy fails in the real world Learn more about PetroNerds: https://petronerds.com/ Watch PetroNerds on YouTube: https://youtube.com/@petronerds633 Follow Trisha Curtis on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/ Follow Trisha Curtis on X: https://x.com/TrishaJCoffee?s=20 Dad Saves America YouTube Episode Page: https://www.youtube.com/watch?v=BNFGie73VwM Dad Saves America episode page: https://www.dadsavesamerica.com/p/iran-china-and-the-war-for-oil-dominance Visit Dad Saves America: https://www.dadsavesamerica.com/

    2h 43m

  3. Apr 24

    Iran, Russia, China, and Energy Security

    https://youtu.be/AAQKYuRbaj8 Recorded April 10, 2026 Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, welcomes Tatiana Mitrova back to discuss the geopolitical shocks reshaping global energy markets. Just days into the Iran ceasefire, they unpack why the latest crisis is better understood as a logistical shock than a traditional oil shock, how drone warfare is changing energy infrastructure risk, why Russia’s economy has proven more resilient than many expected, and how China is building an energy strategy centered on security, redundancy, and leverage. Tatiana brings a systems-level view to the conversation, explaining how large energy systems behave under pressure, how markets adapt under stress, and why the world is underestimating the long-term consequences of today’s conflicts. From the Strait of Hormuz to Russian oil production, from the war in Ukraine to China’s stockpiling and trading strategy, this episode connects the dots between geopolitics, logistics, military technology, and energy market structure. This episode is a masterclass in thinking beyond simple supply-and-demand narratives. It shows how energy markets are shaped not just by barrels and molecules, but by logistics, chokepoints, insurance, military technology, infrastructure resilience, and state capacity. For anyone trying to understand oil, gas, Russia, China, or the next phase of energy security, this conversation offers a deeper framework for what comes next. Tatiana Mitrova is a Global Fellow at Columbia University’s Center on Global Energy Policy and one of the leading experts on Russian energy, energy security, and geopolitical risk. Her work focuses on energy economics, infrastructure, chokepoints, and how complex systems behave under stress. In this episode: Why the Iran crisis is “not actually an oil shock,” but a logistical shock What the market is missing about the Strait of Hormuz, insurance, and shipping risk How shadow fleets, workarounds, and parallel trading systems keep oil moving under stress Why drones have fundamentally changed infrastructure security and energy geopolitics What sanctions have and have not done to Russia’s economy and oil sector Why Russia’s production has remained resilient, even as flexibility declines How the war in Ukraine has turned into a costly war of attrition Why Europe is already living in a hybrid-war environment How China is using this moment to strengthen energy security and strategic optionality What energy markets can learn from “systems under stress”

    1h 53m

  4. Apr 10

    Wyoming Energy with Tyler Lindholm

    https://youtu.be/lLw1PhhXCEw Recorded March 16, 2026 In this episode of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds, speaks with Tyler Lindholm, former Wyoming state representative and current Wyoming State Director for Americans for Prosperity. They break down why Wyoming holds a major advantage in affordable, reliable energy and why the state needs to shift from defense to offense. They discuss why Wyoming sits in a uniquely strong position in U.S. energy, especially as oil markets tighten, electricity demand rises, and policymakers push permitting reform back to the center of the national conversation.  The conversation covers Wyoming oil production, natural gas, coal, utility control, rare earth minerals, education funding, and the policy contrast between Wyoming and Colorado. Tyler explains why Wyoming has played defense for too long and why the state now needs to lead with confidence on energy, infrastructure, and investment. A major focus of the episode is coal-fired power generation, including the potential for a new Dry Fork coal plant near Gillette. Trisha and Tyler also explore why reliable low-cost electricity matters for industry, manufacturing, data centers, AI, and national security. In This Episode Wyoming’s current oil and gas position High oil prices create an opening for Wyoming producers Federal land access, bonding pools, and BLM barriers Why permitting reform matters across energy and infrastructure Wyoming’s coalbed methane boom Why coal still matters for reliability and affordability The potential new Dry Fork coal-fired power plant How out-of-state utilities influence Wyoming power policy Third-party generation, data centers, and industrial growth Rare earth minerals, refining, and national security Why Wyoming should compete more aggressively with Colorado Key Takeaways Wyoming has the resources, location, and power cost advantage to become a bigger energy and industrial leader. Permitting reform is not a niche policy issue. It affects oil, gas, coal, transmission, broadband, mining, and every major infrastructure built in the West. Coal remains a strategic asset for grid reliability, industrial growth, and national security. Wyoming’s ability to shape its own energy future remains limited when out-of-state utilities control major generation decisions. Rare earth development and domestic processing deserve much more urgency. Guest Tyler Lindholm is a former Wyoming state representative, fifth-generation rancher, military veteran, and current Wyoming State Director for Americans for Prosperity.

    1h 9m

  5. Mar 27

    State of Energy: War, Risk, and Geopolitics

    https://youtu.be/YNwOi5XyfbQ?si=IJ8gUgADuwjV6RtG 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.  Please reach out to PetroNerds directly at www.petronerds.com.

    1h 36m

  6. Mar 13

    War and $100 Oil

    https://youtu.be/7CWU0Yyht6Q Recorded March 12, 2026 Episode 152 of the PetroNerds podcast is a one hour deep dive on the war in Iran, $100 oil prices, and the events that have taken place in the Middle East since February 28, 2026.  Trisha Curtis, CEO of PetroNeds and host of the PetroNerds podcast, is joined by Jason Isaac, President of the American Energy Institute.  Jason asks Trisha why the market did not appropriately price in geopolitical risk before the war, especially with the atrocities and executions in Iran.  Trisha walks listeners through the war in Iran and Iran’s attacks on its Middle East neighbors, the effective closure of the Strait of Hormuz, shut-in barrels in the Middle East, and the impact on near-term oil prices.  Trisha and Jason discuss the importance of US oil production, energy security and maintaining US energy dominance in oil, natural gas, and coal.  They also discuss Europe’s exposure to the Middle East and rising oil and natural gas prices.  Trisha discusses the chaos within Iranian leadership and whether or not the new leader is actually leading.  Click to read the article and opinion piece referenced by Trisha Curtis, “The United States Must Maintain Oil Investment Amid Global Instability.” Trisha Curtis is also the Chief Economist of the American Energy Institute.

    1h 3m

  7. Feb 27

    Iran, US Shale, and Oxford Oil Day

    https://youtu.be/YtMJzZvo9MA Recorded February 26, 2026 and November 7, 2025 Episode 151 of the PetroNerds podcast is an Oxford special.  Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, gives a 20 minute introduction on the state of the oil market, Trump’s State of the Union, tariffs, geopolitics and Iran. This body of this podcast is Trisha’s talk and presentation to the Oxford Institute for Energy Studies’ Oxford Oil Day.  Trisha walks listeners through the resiliency in US shale production and why it has continued to grind higher despite lower oil prices, a lower rig count, and fewer wells being drilled.  This is a heavy hitting podcast you are going to want to listen to, relisten to, and share with your colleagues and friends.  Please reach out to PetroNerds directly at petronerds.com.

    58 min

  8. Feb 13

    Rockies, Risk, and Geopolitics

    Recorded February 11, 2026, and November 5, 2025 https://youtu.be/3B23i_w-5ig Episode 150 of the PetroNerds podcast is a true PetroNerds special.  This 150th PetroNerds podcast is celebrated with a fresh market introduction covering oil prices hitting $65 a barrel on February 11th, 2026.  Trisha Curtis, CEO of PetroNerds, gets into the oil price moves, US and Iran negotiations, China’s increased purchases of Russian crude oil, and rising US natural gas production in November 2025.  The body of the podcast is the panel discussion Trisha Curtis organized and moderated at the Denver Earth Resources Library on November 5th, 2025 when oil prices were $60 a barrel.  The panel discussion included Nathan Anderson with the North Dakota Department of Mineral Resources, Tad True with True Companies and Bridger Pipeline, and Joe DeDominic with Anschutz Exploration.  All three executives bring a wealth of knowledge from their respective companies and oil plays.  Trisha covers $60 oil and “peak shale” with all panelists.  Trisha gets into the weeds on North Dakota and the Bakken with Nathan and asks Nathan to talk about the sustainability of production, the interest by private equity, and how much there is left to drill in the prolific Williston Basin.  She asks Joe to talk about Anschutz’s position in the Powder River Basin in Wyoming as well as the Uinta in Utah.  Joe talks about their lower well costs and how they are positioning themselves at $60 oil.  Trisha and Tad discuss the midstream side of the business, and Tad’s experience in North Dakota, the Uinta, and the Powder.

    1h 20m
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4
out of 5
45 Ratings

About

Unconventional Thinking for an Uncertain World

Information

  • Creator
    The PetroNerds Podcast
  • Years Active
    2021 - 2026
  • Episodes
    170
  • Rating
    Clean
  • Copyright
    © 642523
  • Show Website
    The PetroNerds Podcast

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