117 episodes

The PetroNerds Podcast with Trisha Curtis is a monthly, energy market podcast with a focus on oil and gas news and events. More than just a summary of headlines, the PetroNerds Podcast takes a deep analytical dive into topical energy market developments via a data-driven discussion of news, economics, companies, assets, well performance, and much more from the oilpatch. Discussions will touch on global energy markets and geopolitical events, US energy news, shale and tight oil + gas market developments, and policy issues. Trisha Curtis is a co-founder of PetroNerds, LLC. She was formerly the Director of Research, Upstream and Midstream, at the Energy Policy Research Foundation, Inc. Trisha is a research fellow at the Oxford Institute for Energy Studies (OIES) and a non-resident fellow at the Energy Policy Research Foundation, Inc. PetroNerds, LLC is a boutique energy analytics and advising firm based in Denver, CO. It provides a variety of products and services to help its clients better understand US energy markets, evaluate the performance and assets of US tight oil and gas producers, improve midstream and downstream market knowledge, and provide domestic and global policy context to ongoing events in the both US and abroad.

The PetroNerds Podcast The PetroNerds Podcast

    • Business
    • 4.1 • 36 Ratings

The PetroNerds Podcast with Trisha Curtis is a monthly, energy market podcast with a focus on oil and gas news and events. More than just a summary of headlines, the PetroNerds Podcast takes a deep analytical dive into topical energy market developments via a data-driven discussion of news, economics, companies, assets, well performance, and much more from the oilpatch. Discussions will touch on global energy markets and geopolitical events, US energy news, shale and tight oil + gas market developments, and policy issues. Trisha Curtis is a co-founder of PetroNerds, LLC. She was formerly the Director of Research, Upstream and Midstream, at the Energy Policy Research Foundation, Inc. Trisha is a research fellow at the Oxford Institute for Energy Studies (OIES) and a non-resident fellow at the Energy Policy Research Foundation, Inc. PetroNerds, LLC is a boutique energy analytics and advising firm based in Denver, CO. It provides a variety of products and services to help its clients better understand US energy markets, evaluate the performance and assets of US tight oil and gas producers, improve midstream and downstream market knowledge, and provide domestic and global policy context to ongoing events in the both US and abroad.

    War, Energy, and Politics

    War, Energy, and Politics

    Recorded on April 18, 2024



    Episode 106 of the PetroNerds podcast is your complete market update and round the world tour on what is happening in the oil market, energy, the global economy, and geopolitics. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, takes listeners from natural gas prices in the US to the Middle East and back again. This podcast dives into the drivers for oil prices, the war in the Middle East and the Iranian strikes on Israel, Russia's energy infrastructure targeting in Ukraine, OPEC spare capacity, US production of oil and natural gas, rising US electricity prices, stubborn US inflation, and the the lack of interest rates cuts by the US Federal Reserve.



    This is a podcast you are going to want to relisten to and share with your friends and colleagues. In 53 minutes Trisha covers what is driving oil prices, natural gas production in the US and natural gas prices, geopolitics and war and Iran's attack on Israel on April 13th, the SPR, global spare capacity, OPEC and Russian production vs. OPEC Plus targets, US production and lower US rig count and US activity, the complexity of high oil prices and low natural gas prices in the US, the Biden Administration's stance on Iran and their unwillingness to enforce sanctions on Iran crude exports to China, electricity inflation in the US and power demand, and the impact of politics and policies on oil and gas prices in the US. Trisha gets into power generation and natural gas explaining that half of US power generation is coming from natural gas.



    She talks about power generation and manufacturing, EVs and Hertz and the slowdown in sales and adoption of EVs, inflation and electricity prices and the $1.74 natural gas prices NOT being passed along to consumers, and Russian attacks on Ukraine and Ukraine's energy infrastructure and power generation. She discusses the Fed, interest rates, no interest rate cuts, inflation, housing prices and mortgage rates, new home sales being down and housing prices being up, the demand for electricity and power generation by chip companies and bets on AI, the geopolitical angst within the market, and Russia, Iran, and China ties.



    She closes the podcast by talking about the need for market intelligence and leadership in oil and gas, not just because it is the right thing to do, but because it is also the right thing to do for your shareholders. Trisha talks about politics and policies and raising energy IQ. She talks about the differences between Biden and Trump on oil and gas prices and infrastructure, regulations, and business.



    https://youtu.be/9sa4TS6Vxhc

    • 53 min
    $87 Oil, Geopolitics, and the Fed

    $87 Oil, Geopolitics, and the Fed

    Recorded on April 5, 2024



    Episode 105 of the PetroNerds podcast is a must listen to show stopper that you are going to want to share and listen to again. This PetroNerds podcast is a fresh market recap and dive on everything driving oil prices higher, including geopolitical tensions, the war in the Middle East, the Fed and rate volatility, inflation and concerns over sticky inflation, and China, Iran, and the less than ESG friendly energy transition.



    Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, walks listeners through the rise in oil prices, the rise in gold prices, and the rise in the 10 year yield curve and the relationship between the three. She gets into the current state of geopolitics and the risk premium finally coming into oil prices with regards to Israel and Iran. And she talks about the plethora of Fed commentary this week covering everything from rate hikes to rate cuts to rising immigration.



    She also talks about the US jobs report. The bulk of the podcast is the talk and presentation Trisha gave in Dallas, Texas to a group of investors at the CFA Investor Summit in November 2023. She chose to release this podcast now because of the geopolitical explanation in the talk with regard to the war in the Middle East, Fed comments, the atrocities committed in Gaza, and her discussion of China's role in the energy transition. This is fast talking, lippy, and a complete round the world conversation to investors.



    https://youtu.be/Kpt86pq3xL0

    • 1 hr 15 min
    Banning Oil and Gas in Colorado

    Banning Oil and Gas in Colorado

    Recorded on March 15, 2024



    Episode 104 of the PetroNerds podcast is a PetroNerds special focussing on the proposed bill and ban on oil and gas permits in Colorado by 2030, an effective ban on all new oil and gas drilling. Trisha Curtis is joined by guest Chris Brown, VP of Policy and Research at the Common Sense Institute (CSI). Trisha just joined CSI as an Energy Fellow and helped contribute to a very recent and timely report authored by Chris on Senate Bill 24-159 in Colorado.



    Trisha and Chris talk about the bill, the impact to jobs in Colorado, the severe impact to tax revenue in Colorado, the detrimental impact to the economy, the knock on impacts that cannot easily be captured through modeling, the fact that it will increase not decrease CO2 emissions, and broader policies and costs being paid for by Coloradans and Americans from poor energy policies. While this podcast is focussed on this proposed bill to ban oil and gas drilling and completion permits in Colorado in the name of reducing CO2 emissions, the discussion goes beyond Colorado and is a lesson for all states.



    Oil production in California declines steadily, thousands of barrels per day each and every month, due to onerous regulations and anti oil and gas policies in California, directly contributing to rising energy costs, brown outs, higher costs of living, higher gasoline and diesel prices, higher electricity prices, and severe energy insecurity. This is the same route and path Colorado is on. Colorado citizens, businesses, business leaders, and those in and outside of the oil and gas industry need to appreciate that the war on oil and gas is a war on energy security and energy reliability and it is not reducing Colorado or global CO2 emissions. Xcel is proposing another rate hike on natural gas despite natural gas prices being well below $2/mcf.



    Consumers are not reaping the benefits of low domestic US energy prices in their electricity bills because utility companies are passing along the expensive cost of unreliable so called renewables to their consumers. Electricity bills have risen dramatically in the past few years, directly contributing to rising and sticky inflation and higher costs for consumers. Xcel is directly asking for the rate hike to pay for more expensive renewables.



    Folks need to push back and demand fairer prices and greater consumption of natural gas and reliable energy in the utility pool.



    Denver Gazette Article: https://denvergazette.com/news/business/stopping-oil-drilling-would-be-an-economic-catastrophe/article_15aefc28-e253-11ee-9520-a3b919c953b7.html



    Resport: https://commonsenseinstituteco.org/impact-of-sb24-159/



    https://youtu.be/YlDrxbUnaJg

    • 55 min
    Nat Gas, US Shale, and Oxford Oil Day

    Nat Gas, US Shale, and Oxford Oil Day

    Recorded on March 6, 2024



    Episode 103 of the PetroNerds podcast is another heavy hitting PetroNerds special. This is Trisha Curtis’ talk and presentation on US shale production and activity at the Oxford Institute for Energy Studies’ Oil Day in Oxford, England on December 1st, 2023.



    Trisha front loads this episode with everything timely in the oil and gas market and global economy including Colorado’s potential ban on oil and gas drilling by 2030, Xcel’s proposed rate increase on natural gas to fund renewables, China’s economy and political party meetings, OPEC/Saudi’s extended voluntary oil production cut, Red Sea and Houthi ship attacks, and much more.



    Trisha’s Oil Day presentation walks listeners through US record production of 13.3 mbd and 128 Bcf/day of natural gas explaining the fundamentals of longer laterals, less rigs, less wells, rising output, oil prices, volatility, consolidation and M&A, and much more.



    https://youtu.be/0f_c_nmZ_mM

    • 51 min
    Geopolitical Risk

    Geopolitical Risk

    Episode 102 of the PetroNerds podcast is a jam packed deep dive on the geopolitical landscape, China, and US shale. Trisha Curtis takes listeners on a tour around the world, covering the Biden Xi meetings, the escalating war in the Middle East, and the ongoing war in Ukraine. She puts this in context of oil and gas, and broader energy market.



    This talk and presentation was the keynote speech Trisha gave to the Rocky Mountain GPA conference in Denver, Colorado on November 16. 2023. The title of this talk is Navigating Risk in a Game of Geopolitical Chess. Buckle up folks! This is a good one!



    https://youtu.be/Xos0wbkPsLU

    • 1 hr 3 min
    Biden LNG, the Fed, and Oil Price Volatility

    Biden LNG, the Fed, and Oil Price Volatility

    Recorded on February 2, 2024



    Episode 101 of the PetroNerds podcast is your complete market recap of everything that has taken place in oil and the global economy in the past two weeks. Trisha Curtis dives into the Biden Administration's pause on LNG export permit approvals and what that means for global natural gas markets, oil price volatility, and Jerome Powell's speech and the Fed rate decision.



    Trisha walks listeners through the rise and fall in oil prices and why the market is not appropriately pricing in geopolitical risk. She talks about the Fed's rate policy, Jerome Powell's speech, and how Fed rates and pricing are impacting oil prices and oil price volatility. Trisha dives into the Biden Administration's LNG export permit approval pause and talks about how political and completely ignorant and unintelligent this move really was.



    She discusses the Baker Hughes conference that took place this week, the rest of the world betting on natural gas, as well as the Saudi move to lower output capacity investment, BP activist investors wanting more oil not less, and Exxon's pushback to activist investors. This is an absolute show-stopper folks and not the podcast you want to miss!



    Please reach PetroNerds at petronerds.com and share the PetroNerds podcast with friends and colleagues.



    https://youtu.be/XN-IvGpMn18

    • 52 min

Customer Reviews

4.1 out of 5
36 Ratings

36 Ratings

Jmackenzie7 ,

Great guests (please let them talk)

Enjoy the show, fantastic guests but the host needs to allow them to contribute more to the discussion. Oftentimes the host dominates. Go back and listen to a few episodes and compare host speaking time vs. guest, you’ll see what I mean. I understand the passion but as someone well versed in the energy space I would prefer less of a description of what is happening in China, and more from the guest on negotiations between purchasers and LNG exporters. Or difficulties in getting projects off the ground, the competitive landscape, what are contracts looking like today vs 5 years ago etc.

Trisha's nice: isabelle ,

Excellent oil and gas podcast

This is one of the best podcasts I have listened to. It tells you about real world things like energy, china, and the economy. Totally recommend to listen to it if you are interested in that.

OPC_Liz ,

Excellent Podcast!

As an environmental scientist in the energy industry, I appreciate the detail and the open dialogue regarding current status and issues in the industry. Every episode is a treasure trove of helpful and thought-provoking information!

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