The PetroNerds Podcast

The PetroNerds Podcast

Unconventional Thinking for an Uncertain World

  1. 1D AGO

    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 fracing 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
  2. 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
  3. 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
  4. 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
  5. 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
4
out of 5
45 Ratings

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Unconventional Thinking for an Uncertain World

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