The PetroNerds Podcast

The PetroNerds Podcast
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Unconventional Thinking for an Uncertain World

  1. DEC 18

    Russia, Risk, and Oil Prices

    Recorded December 16th, 2025 https://youtu.be/degkp8Ba9OA Episode 147 of the PetroNerds podcast is a PetroNerdy Christmas special.  Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast is joined by Jason Isaac, Founder of the American Energy Institute.  Trisha and Jason cover the world, from US electricity and coal to Venezuela to Russia and Ukraine.  Trisha talks about the economy and the sell off in oil prices and natural gas prices being overdone and the geopolitical realities still in the market, including the US seizing Venezuelan crude tankers and the ongoing Russian war in Ukraine.  Jason and Trisha talk about the economy, unemployment rising to 4.6 percent, the labor market, the Paris Climate Accords, and Ford's announcement to write down EVs and focus on hybrid and more affordable pickups.  Trisha talks about China and the coal fired power generation in China and how exactly this stacks up to US power generation.  Trisha and Jason spend time talking about rising electricity prices, Californians being behind on their electric bills, aggressive green policies in states which has led to rising electricity prices, and the need for education and policy changes in power generation.  Trisha wants coal for Christmas.  She wants coal in her stocking and more coal fired power generation in the grid, not less.  She talks about natural gas production, natural gas prices, and rising LNG exports.  Trisha and Jason talk about the energy policies of the Trump Administration and the work Chris Wright is doing, his "I love coal" comments at the newly renamed National Laboratory of the Rockies (formerly National Renewable Energy Laboratory).  Trisha Curtis is the American Energy Institute's economist.  Her article in Daily Signal on "Rising Electricity Prices Started Well Before AI" can be found here: https://www.dailysignal.com/2025/11/18/rising-electricity-prices-started-well-before-ai/. And Trisha's latest interview on Steve Gruber's Real America's Voice can be found here: https://rumble.com/v731tow-trisha-curtis-pipelines-lng-and-americas-power-bills.html and https://www.youtube.com/watch?v=i6il0x4zwJ4.

    58 min

  2. DEC 4

    Russia, Risk, and Oil Prices

    Recorded December 2, 2025 and October 29, 2025 https://youtu.be/QH34eUeoIAo Episode 146 of the PetroNerds podcast is another heavy-hitting, energy-dense PetroNerds episode to get you caught up on oil and geopolitics. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, begins this episode with a fresh PetroNerdy update on the market covering Russia and Ukraine, the U.S. meeting with Putin in Russia, Japan–China tensions, U.S. oil production at 13.84 mbd, natural gas prices nearing $5/mcf, and the Fed. The body of this podcast is Trisha's keynote address in Houston on October 29th, 2025, at Whitley Penn's “Fueling the Future” conference. The keynote panel is moderated by Amanda Beabout, Audit Partner at Whitley Penn. This is a timely and prudent discussion covering the gauntlet. Trisha gets into the state of oil prices and the pessimism surrounding oil prices throughout 2025, Trump in South Korea and his upcoming meeting with Xi, China and rare earths, oil on the water, Saudi Arabia and OPEC Plus, and geopolitical risk. Amanda asks Trisha about her recent opinion piece, “Winning Against China Means Winning on Energy.” Trisha explains that China is a modern coal power, but the U.S. has more natural gas, oil, and coal than any nation on earth. She talks about U.S. oil production, natural gas production, productivity and longer laterals, and “Drill Baby Drill.” Amanda also asks Trisha to discuss AI as well as the government shutdown. Trisha talks about China and the U.S. with regard to AI and power generation, and the Fed and the lack of economic data during the government shutdown. She gets into risks in the market and mentions groupthink and cognitive dissonance in the oil and gas industry, risks that the U.S. will produce more than the industry thinks, lack of appreciation of risk with regard to China, and fears surrounding AI. The keynote address closes with audience questions covering nuclear power, Venezuela, Africa, underinvestment in oil, LNG, U.S. shale, and power and electricity. This is not a podcast you’re going to want to miss. Please share it with your friends and colleagues. You can reach out to PetroNerds directly on the PetroNerds website here. You can also find Trisha's latest opinion piece in the Daily Signal, “Rising Electricity Prices Started Well Before AI.” And if you want more from PetroNerds, sign up here.

    1h 26m

  3. NOV 20

    Oil Negativity, Geopolitics, and Power

    Recorded November 17th 2025 and October 16th, 2025 https://youtu.be/wwjALnq6FAQ Episode 145 of the PetroNerds podcast is another deep dive conversation with Trisha Curtis on the state of oil prices, natural gas and AI, electricity prices, geopolitics, OPEC Plus and Saudi Arabia, and Russia and China.  This is Trisha Curtis’ keynote address to Whitley Penn’s Fueling the Future Dallas, Texas conference on October 16th, 2025.  Trisha is joined by the moderator of the fireside chat, Buffie Campbell, Director at Whitley Penn.  Before this keynote, Trisha provides PetroNerds listeners with a fresh market update recorded on November 17th, 2025 covering the recent rise in natural gas prices and LNG exports, oil prices, Japan and China rift, and the Fed. The keynote address and conversation starts with the negativity surrounding oil prices and state of the market, why oil prices keep trading lower, US oil production vs. sentiment and risks in the auto market and the US and global economy.  Trisha talks about the poor understanding of China’s economy and oil demand, oil on the water, ceasefire in Gaza, and Trump's potential meeting with Putin, peak shale vs. plateau shale, and $67/barrel WTI average for 2025.  Buffie asks Trisha about policies and “Drill Baby Drill” and Trisha discusses rigs, lateral lengths, horsepower, and efficiencies. She talks about the Administration’s desire for low oil prices, AI and infrastructure needs and electricity prices, and says “we do not have a problem with natural gas supply, we have a problem getting it into the grid.”  Trisha discusses electricity prices in the US vs. the rest of the world, specifically China and Germany.  She gets into OPEC Plus production increases and Saudi Arabia, whether they understand US shale, Iraq and Iran, and sanctioning Russia.  She talks about how US oil production gives the US incredible geopolitical opportunity and flexibility.  Buffie asks Trisha about geopolitics and China and Trisha discusses Indian and Chinese purchases of Russian crude, China and rare earth minerals, risks and lessons from Russia, US vs. China refining capacity, and refining rare earths.    Buffie asks Trisha about AI and job layoffs and the oil and gas industry layoffs.  Trisha explains how important it is to develop infrastructure for natural gas from the wellhead to end consumption, the hype around AI and power demand, and the hotness of the midstream.  In Q&A Trisha talks about wind and solar, coal, access to energy and human rights abuses, refining margins, and national security.

    1h 21m

  4. NOV 7

    Oil Prices, China, and the Economy

    Recorded November 4th, 2025 and September 17th, 2025 https://www.youtube.com/watch?v=mbpQoAp0AUc Episode 144 of the PetroNerds podcast is another heavy hitting PetroNerdy special. The body of this podcast is Trisha Curtis' talk to the Fort Worth Chamber of Commerce on September 17th, 2025. Trisha introduces this podcast with a fresh market update covering OPEC Plus' recent output increase, the Xi and Trump meeting, China and the US, geopolitics, the Fed, and the consumer. In this presentation and talk Trisha takes listeners through the oil market and the economy and begins the presentation and talk with oil prices and the health of the economy, the move to $65 oil on the back of Ukrainian strikes on Russian refineries, Putin and Russia's drone incursions into European airspace, and Xi Jinping's SCO meeting with North Korea, India, and Russia, and China's military parade. Trisha talks about natural gas prices and the natural gas outlook and AI demand and power generation, US vs. China and the AI race, and OPEC Plus and Saudi output and market share. She gets into oil prices and the sentiment of the oil industry, crude oil inventories, explaining tariffs and what they mean and why, tariffs on India and China, Chinese crude oil stockpiling, and China's support of Russia. Trisha further dives into tariffs being about China and competition with China, the US manufacturing industrial base, manufacturing and the role of power generation. She gets into the rig count, longer laterals, the efficiency of the service sector and the resilient output of US shale, LNG exports and prices, global LNG market, US natural gas prices and residential natural gas prices, EIA nat gas price spike projections, and electricity prices. She talks about global coal consumption, Chinese coal consumption, global electricity, Chinese electricity, and Chinese oil and gas consumption and their economy. The last 15 minutes are filled with excellent questions from the audience including peak oil, coal and electricity prices, and oil and natural gas prices projections. Trisha Curtis' interview on Real America's Voice Steve Guber Show Trisha Curtis' opinion piece in the Daily Caller, "Winning Against China Means Winning on Energy"

    1h 37m

  5. OCT 24

    Oil Prices and Geopolitical Risk

    Recorded on October 22, 2025 and September 17, 2025 https://youtu.be/hpm6NEPvsKQ Episode 143 of the PetroNerds podcast is an exceptionally timely and heavy hitting podcast focusing on oil prices and geopolitical risk. Trisha Curtis, CEO of PetroNerds, spends time in the introduction of this podcast walking listeners through the recent drop and rebound in oil prices, driven by sanctions placed on Russia. She gets listeners up to speed on geopolitics and oil price dynamics, Ukrainian strikes on Russia, and US China negotiations. The body of the podcast is the keynote address Trisha Curtis gave in Fort Worth at Whitley Penn's Fueling the Future conference. She is joined on stage by the moderator of the fireside chat, Haley Mitchell, Senior Audit Manager at Whitley Penn. Haley is PetroNerds podcast listener and she comes prepared with a series of questions for Trisha. This keynote address covers everything from oil prices and the shale patch to China. Trisha gets into the state of oil prices, US production levels, Russian refineries getting attacked, and the status of the Russian war in Ukraine. She dives into US shale patch nuances, service companies and thin margins and blank space, what $60 oil means for the economy, what is happening with the Fed and inflation and interest rates and continued inflation, and her concerns about goosing inflation with lowering interest rates. Trisha further discusses tariffs and revenue, the US economy, health of the global economy and China's economy, and she connects it back to oil prices. She talks about China's economy, deflation and actual Chinese oil demand, US electricity prices. Europe and their energy prices and commitments to NATO, US natural gas prices, natural gas demand, LNG, and AI. She touches on electricity and power purchase agreements and so called "cheap" wind and solar driving up electricity prices, the role of coal and need for coal in the US, coal as the enabler of natural gas, China's role in Russia's war, Chinese stockpiling, understanding markets and risk and oil trading, and nuclear energy. Trisha closes the keynote with some great questions from the audience on natural gas prices, electricity prices, and holding up US production levels. And she does this all in less than one hour. Trisha Curtis' oped in the Daily Caller, "Winning Against China Means Winning on Energy," can be found here: https://dailycaller.com/2025/10/19/opinion-winning-against-china-means-winning-on-energy-trisha-curtis/. And please reach out to PetroNerds and Trisha directly on the "Contact Us" page. Listen on Itunes

    1h 21m

  6. OCT 10

    "Peak Shale" and China

    Recorded on October 10, 2025 and September 8, 2025 https://youtu.be/fXaYfXJ4-hk Episode 142 of the PetroNerds podcast is an energy dense mic drop special with Trisha Curtis and Stuart Turley. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is a guest on Stuart Turley's Energy News Beat podcast. Stuart is also the CEO of Sandstone Group. This is a heavy hitting podcast covering "peak shale" and "peak Permian," OPEC, Russia's war in Ukraine, China, and rising electricity prices in the US. Before this podcast starts, Trisha takes the time to introduce the episode and explain to listeners what is happening with rare earth export restrictions from China, Trump's Truth Social response, and the market fallout. In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC’s bluff, China’s global energy influence, rising electricity costs, the EU’s energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don’t miss it. I had an absolute blast visiting with Trisha, and she is truly a national treasure. Very much like Meredith Angwin is to nuclear, Trisha is to oil and gas. I really appreciate her taking the time to stop by the podcast. Connect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/ and on her website: https://petronerds.com/ Topics Covered: Is the Permian peaking or just getting started? Why U.S. oil & gas output keeps defying forecasts OPEC’s spare capacity myth and Saudi strategy How China weaponizes energy and manufacturing The U.S. refining edge (and why it’s at risk) Colorado, California, and the cost of bad energy policy Europe’s energy collapse & reindustrialization threats Why power generation = national security The truth about LNG, coal, and blackout risk Listen on Itunes

    1h 30m

  7. SEP 26

    China, $65 Oil, the UN and DC

    Recorded on September 25, 2025 and September 3, 2025 https://youtu.be/UEIspTABMmo Episode 141 of the PetroNerds podcast is an energy dense, hot off the press, Washington, DC special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, gives a complete market update on oil prices at $65 a barrel, the war in Ukraine, and Trump's speech at the UN. She covers the latest in geopolitics and her recent travels across the country. The podcast is a Washington, DC studio recorded conversation with Trisha Curtis and Jason Isaac. Jason is the President of the American Energy Institute. Trisha is also the economist for the American Energy Institute. In this conversion Trisha and Jason get into the role of the UN in climate, China and China's energy use and China's direct competition with the US, the policies coming out of the Department of Energy and the EPA, power generation and electricity prices, and why it is so important for the US to harness and embrace its incredible US oil and natural gas resources. This is a heavy hitting special recorded in an awesome studio so please watch, listen, and share with your colleagues and friends. And please reach out to PetroNerds directly at petronerds.com. https://petronerds.com/contact/ Listen on Itunes

    1h 9m

  8. SEP 14

    Oil Price Drivers, Geopolitics, and the Economy

    Recorded on September 11, 2025 and August 28, 2025 https://youtu.be/Z2sqvKk7bCo Episode 140 of the PetroNerds podcast is another energy dense, hot off the press, keynote address that Trisha Curtis recently gave in Midland, Texas. Trisha introduces this podcast with a fresh market update on oil prices, the Fed, escalating geopolitical risk with Russian drones entering Poland, and increasing drone and missile attacks on Ukraine. In this podcast Trisha Curtis, CEO of PetroNerds, sits down with Breanna Oakley, Tax Partner at Whitley Penn, at the Midland Petroleum Club for a keynote address and fireside chat kicking off Whitley Penn's Fuel of the Future conference series. Breanna asks Trisha a series of questions from oil and natural gas prices to what is happening with the Federal Reserve and interest rates? Trisha gets into the drivers of oil prices, global supply and demand, US shale production, "peak shale," natural gas prices, and the excitement around AI. Trisha further dives into geopolitics, OPEC production and Saudi production increases, and Russia's war in Ukraine. Breanna also asks Trisha about the economy and Trisha dives into the health of the US consumer, the Fed, interest rates, and China. Trisha also talks about the Permian Basin specifically, how folks are feeling with prices in the low $60s, and what this means for drilling and completion activity. Listen on Itunes

    1h 11m
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4
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44 Ratings

About

Unconventional Thinking for an Uncertain World

Information

  • Creator
    The PetroNerds Podcast
  • Years Active
    2021 - 2025
  • Episodes
    160
  • Rating
    Clean
  • Copyright
    © 642523
  • Show Website
    The PetroNerds Podcast

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