Afleveringen
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Recorded on October 30, 2024
https://www.youtube.com/watch?v=w4XY972tpoM
Episode 119 of the PetroNerds podcast is a US election PetroNerdy special focussed on the impacts to US energy from this consequential Presidential election. Trisha Curtis, CEO of PetroNerds, is joined by Jason Issac from the American Energy Institute and former Texas representative.
This fun election special tries to get into the politics and policies while keeping it relatively entertaining. This podcast is politically focussed but it is not light on passion or data. Trisha does a fliparro where she hands off the moderating and interview to Jason and becomes the guest on her own podcast. Jason asks Trisha a series of questions from her interview with BBC to domestic policy impacts of the US election and foreign policy.
The goal of this podcast was to try and dispel some of the bias Trisha sees on market coverage with regards to energy, the economy, and the election. Trisha and Jason talk about policy impacts to US oil and natural gas as well as electricity prices, Iran and China. They talk about Harris' flip flopping on fracing, what fracing actually is, and how a Harris Administration will be much harsher on oil and gas than the Biden Administration and how Harris' domestic energy policies will be a continuation of his policies and much worse.
Trisha gets into inflation, lowering energy costs and electricity bills for the US consumer, and how to make the US consumer and US manufacturing competitive again. They discuss all of this and a lot more!
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Recorded on October 23, 2024 and October 2, 2024
https://www.youtube.com/watch?v=2RHqkhvyXb8
Episode 118 of the PetroNerds podcast is part two of the politics, ESG, and climate special with Paul Tice, NYU Stern Professor, investor, and fellow at the National Center for Energy Analytics.
Trisha Curtis starts this podcast with a complete rip of the current volatility in US and global markets, oil prices, the US election, comments by Paul Tudor Jones on CNBC on debt and economic crises, the Harris team's comments on not enabling US oil and gas and fracking, Baker Hughes' CEO comments on the role of natural gas as a "transition fuel" and a "destination fuel," and Trisha's contentious interview with the BBC on their Rare Earth program. Trisha Curtis on BBC https://www.bbc.co.uk/sounds/play/m00244x3
The conversation continues with Paul Tice and Trisha Curtis asks Paul a series of questions on ESG and ESG vs. DEI. Paul talks about companies and climate science and a lack of push back and leadership across the board. They get into regulations, the Paris Climate Accord, SDG rules, and Trisha gets into primary energy consumption in the OECD vs the non OECD. They talk about regulations and politics and fracking bans and the reality of a Harris Administration vs. Trump. Paul says we need to educate the public and use the legal system to push back. Trisha talks about politics, the election, and how the oil and gas industry may not be able to come back from another four years of this. Paul talks about the use of setbacks and other limitations to ban fracking without banning fracking. Paul and Trisha talk about US production, policies against the oil and gas industry, the resiliency of US oil production, and the industry's need to get real on politics.
Paul says ESG allows the developing world to produce oil and gas while strangling the developed world and the West from producing oil and gas. He talks about the need to challenge the underlying premise of climate. Trisha asks Paul about the proponents of ESG and how it is distorting and impacting business and Paul dispels that ESG is not helpful for financial performance. Paul says oil and gas has to be more outspoken but also more selective in their investors. Paul Tice says "anyone who wants to talk about ESG metrics is not a real investor."
Paul closes the podcast by saying there are ways to turn the tide with politicians and business leaders getting over the fear factor and pushing back on ESG and climate. There is soo much in this jam packed mic drop podcast you are not going to want to miss it folks. Share this PetroNerdy PetroNerds special with your friends and colleagues.
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Zijn er afleveringen die ontbreken?
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Recorded on October 2, 2024
https://www.youtube.com/watch?v=sD98lhCYUcg
Episode 117 of the PetroNerds podcast is part one of a two-part PetroNerds special on the state of ESG policies and climate politics with Paul Tice. Trisha Curtis, CEO of PetroNerds, is joined by guest Paul Tice, author, NYU Stern Professor, and Fellow at the National Center for Energy Analytics. If you have been looking for a substantive podcast that gets into the politics of ESG and the current election, this is it. Trisha and Paul cover the gauntlet of issues surrounding investing and ESG (Environmental, Social, and Governance), and politics in the energy space, with the thread being Paul's new book, The Race to Zero: How ESG Investing Will Crater the Global Financial System.
In part one, Trisha and Paul cover the SEC rule on climate, and Paul explains the outsized role of weather and transition risks, along with the increase in lawsuits against oil and gas that the SEC admits will happen. He gets into the incredible pressure on the oil and gas industry and what the 806-page SEC rule on climate actually does and is intended to do. They talk about the Fed, climate, and politics, and Trisha asks Paul where we are in the ESG timeline spectrum or stage. Paul says we are in the end stage or the enforcement stage of the Paris Agreements and the UN Sustainable Development Goals, which have not actually been fully ratified by both branches of the U.S. Congress.
Trisha asks Paul to get into manufacturing and utilities and the "transition risk" and the impact of this SEC rule on climate on these industries, their need for energy, and their ability to make things. They talk about the ability of U.S. companies to compete, with Trisha referencing Germany and the fact that half of their auto manufacturing capacity is currently idle. Paul gets into intermittent power, higher prices, less reliable power, outsourcing manufacturing, and companies having to get their own power with an "every man for himself" approach because they cannot rely on the grid.
Paul takes on politics here, explaining that these green climate policies are being pushed through by undemocratic means, largely by the left and the Democratic Party. Trisha and Paul close part one of this two-part PetroNerds special by talking about the themes of the book and whether oil and gas do better under a Democrat or Republican. The old thinking that oil does better under a Democrat needs to be reassessed in the age of aggressive ESG and climate policies.
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Recorded on September 18, 2024
https://www.youtube.com/watch?v=Ayp_blmDYMI
Episode 116 of the PetroNerds podcast is a compact heavy hitting PetroNerds special focussed on explaining the role of traditional fuels in the economy and the reality of power generation and CO2 emissions in the US and China. This is Trisha Curtis' talk at the Dry Fork power plant in Gillette, Wyoming on September 18th, 2024 to state legislators from across the US who were visiting Wyoming's energy facilities on behalf of the Wyoming Energy Authority.
Trisha walks legislators through the actual data of US oil and gas production, US oil and gas prices, the dramatic rise in electricity prices, the incredible decrease in US CO2 emissions, and the dramatic growth in Chinese CO2 emissions. Trisha explains that China not only has 1/3 of global power generation, they also have more coal fired power generation than the US has total power generation. And Chinese CO2 emissions and global CO2 emissions are rising as the US and states like Colorado look to aggressively decarbonize and decommission reliable baseload power generation from coal and natural gas.
Trisha does this all in 15 minutes. This is a fast paced heavy hitting podcast that you are going to listen to more than once and share with all of your peers. Trisha gave this presentation and talk as the CEO of PetroNerds and the economist for the American Energy Institute. She introduces this podcast with a brief introduction to discuss the decline in oil prices, the interest rate cut by the Federal Reserve, and China's stimulus efforts which are not helping oil prices.
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Recorded on September 11, 2024 and July 12, 2024
https://www.youtube.com/watch?v=Xl09qODB9vg
Episode 115 of the PetroNerds podcast is another jam-packed PetroNerds special you are going to listen to, relisten to, and share. This is the keynote address that Trisha Curtis gave to IPANM, the Independent Petroleum Association of New Mexico in Albuquerque, New Mexico on July 12th, 2024.
This podcast is front-loaded with an energy-dense PetroNerdy market update covering everything from the softness and deterioration in oil prices, the Fed and inflation, weakness in the Chinese economy, lack of attention on geopolitics, and updates on the war in Ukraine, elections in the US, and Chinese power generation stats and CO2 emissions and much more!
In this keynote address and talk Trisha covers the current state of the Biden Administration, global elections, US oil production, the health of the US economy and the consumer, inflation and the non recession, the non-ESG friendly energy transition, whack-a-mole CO2 emissions, the real problems with China, Russia, Iran, the war in the Middle East, Houthi attacks on ships in the Red Sea, Chinese CO2 emissions and exports of cheap green tech, the resilience of US shale, and everything in between.
Make sure to check out the article Trisha Curtis published with Real Clear Energy as the Economist for the American Energy Institute: "America's Energy Success has Nothing to do with the Biden Harris Administration" https://www.realclearenergy.org/articles/2024/09/03/americas_energy_success_has_nothing_to_do_with_the_biden-harris_administration_1055870.html and the US shale paper Trisha Curtis did for the Oxford Institute for Energy Studies that was published in their September 2024 Forum Journal. The paper is called "US Shale Oil - Relentlessly Resident" https://petronerds.com/wp-content/uploads/2024/09/US-Shale-Oil-Resiliency-PetroNerds-Trisha-Curtis-September-2024.pdf
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Recorded on August 16, 2024
https://youtu.be/1z8gu8-Iz0g
In episode 114 of the PetroNerds podcast, Trisha Curtis, CEO of PetroNerds, is joined by Chris Brown, VP of Policy and Research at the Common Sense Institute, to discuss the recent report Trisha co-authored on Colorado's declining energy competitiveness.
Energy is not just a sector of the economy; it is the sector upon which all businesses rely. Colorado, along with the rest of the US, has witnessed a dramatic escalation in electricity and natural gas prices, despite natural gas prices being near all-time lows, below $/mcf, for multiple months this year.
In this podcast, Trisha and Chris discuss the main themes of this report, including the rising electricity and natural gas prices in Colorado, which are making the state less competitive from an energy cost standpoint. They also discuss where electricity is coming from in Colorado and the direct correlation between rising electricity costs and the increase of wind power into the grid.
Finally, they talk about Colorado's CO2 emissions, which account for less than 0.3 percent of global emissions, and how Colorado shutting down coal-fired power plants is actually enabling higher CO2 emission growth out of China, increasing the cost of electricity and power generation in Colorado, decreasing grid reliability, and reducing the affordability of energy in the state.
The data is damning and alarming, and folks in Colorado need to be reaching out to the PUC, Xcel, and their local representatives, demanding a halt to more wind and solar power being added to the grid at the expense of the Colorado consumer, taxpayer, and household. The report, along with all the detailed charts and analysis, can be found here: https://commonsenseinstituteco.org/wp-content/uploads/2024/07/CSI-Report-CO-Energy-Competitiveness.pdf.
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Recorded on August 14, 2024
https://www.youtube.com/watch?v=q8g3O48Z4Z8
Episode 113 of the PetroNerds podcast is a must listen to episode to get you caught up on everything happening in the economy, oil prices, geopolitics, and escalation globally in hot wars.
Trying to figure out why oil prices seem to want to go down even when wars in the Middle East and Europe continue to escalate? Saw the sell-off a couple of weeks ago when oil prices dropped to $72? Trisha Curtis has you covered. Trisha walks listeners through current oil prices and recent volatility, what is happening with Iran, the US, and Israel, and Ukraine's penetration into Russia.
She spends the first half of the podcast diving into the economy, the freshly dropped CPI/inflation print, jobs cuts at Cisco and Intel, the Federal Reserve, unemployment ratcheting up to 4.3 percent, and interest rates. She pivots into geopolitics by talking about oil and why oil prices or real oil prices less the geopolitical risk premium are probably lower.
She covers the IEA and OPEC monthly reports released this week as well as housing and refinancing of mortgages in the US, and the biggest trends in the market right now including weakness in the US consumer and a slowing China. She also talks about the Chinese economy and breaks down some of the figures inside the US inflation read and much more. This is your one-stop shop folks! And lastly Trisha talks about recent podcasts, forthcoming podcasts, and upcoming public speaking engagements.
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Recorded on July 31, 2024 and June 21, 2024
https://www.youtube.com/watch?v=NH0nk-Is4cU
Episode 112 of the PetroNerds podcast is the keynote address Trisha Curtis gave to AAPL, the American Association of Professional Landmen (Trisha still calls it Petroleum). This is an absolutely jam-packed energy-dense podcast filled with intel to get you up to speed on oil prices, the economy, geopolitics, and war.
Trisha dives into the push and pull on oil prices, what is driving prices up or holding prices up, what is pressuring prices down or keeping a lid on prices, geopolitics and hot wars, inflation and the consumer, the relationship between Iran, Russia, North Korea, and China and continued attacks in the Red Sea and their impact on the global economy and oil prices.
She gets into the changing political landscape in Europe and across the world, China's lack of economic growth, China's production of green tech, the poor understanding of oil and gas, and lack of market coverage of oil and gas, a very anti-domestic oil and gas Administration in America, a slowdown in consumer spending and the economy and the Fed, black swans, the health of the US consumer, and high prices and inflation pressuring the consumer, not interest rates.
She covers the Biden Admin on energy policies and SPR, Chinese EV exports, Chinese oil demand and stockpiling, weapons flows from Iran and North Korea to Russia, and non ESG friendly green tech from China. And last but not least she takes a dive into US shale and the resiliency of production with less rigs and longer laterals despite regulatory headwinds and consolidation.
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Recorded on July 16, 2024 and May 17, 2024
https://www.youtube.com/watch?v=pCOVcVkzWrI
Episode 111 of the PetroNerds podcast is a true PetroNerds special. This is a recorded webinar with the Liquid Energy Pipeline Association (LEPA) hosted by Andy Black, President of LEPA and Tad True, VP of Bridger Pipeline, part of True Companies.
Andy Black and Tad True ask Trisha Curtis a series of market related questions ranging from the macro and oil prices to price differentials and the blowouts seen in the early days of the Bakken shale boom. Tad talks about when he met Trisha, around 2012, and what was happening in the market at the time and asks Trisha to reflect and weigh in.
If you have been wanting to hear about markets and midstream, this is the podcast you have been waiting for. Andy Black starts the webinar off by asking Trisha about the state of the oil market and the drivers in oil prices and Tad True gets Trisha in the weeds on crude flows, the history and evolution of US shale, and the major price differentials and blowouts seen in the Bakken in North Dakota and West Texas Intermediate in Cushing, Oklahoma. Trisha and Tad look back at the massive price differentials between WTI and Brent at the time and the rapid growth in crude by rail.
This is an awesome and incredible conversation you are not going to want to miss folks. Please like it, review it, and share it with your friends and colleagues.
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Recorded on June 19, 2024
https://www.youtube.com/watch?v=K0iAFs4wde4
Episode 110 of the PetroNerds podcast is a heavy hitting intel dense podcast on everything you need to know about the health of the US economy, the health of the US consumer, inflation, the Federal reserve, interest rates, and how it is all impacting oil prices.
Trisha Curtis walks listeners through the US economy and explains how the consumer is being tapped out by high prices and how inflation, not interest rates, are actually driving down inflation to a degree. She explains the impact of high prices on the consumer and what is happening with supposed interest rate cuts, the stock market, and unemployment and jobs. She gets into the type of jobs being added and why the economy and the consumer is not that healthy. She talks about the Consumer Sentiment Survey from Michigan and how it relates to the problems the Biden Administration is having on convincing the US populace that the economy is good and healthy.
Trisha talks about employment and job gains and the types of jobs being added and the lack of high paying jobs being added in the economy. Trisha gets into the Houthi attacks in the Red Sea and the impact on goods prices, fuel cost. containers, and shipping times. Trisha talks about the Strategic Petroleum Reserve (SPR) and oil prices and why the Biden Administration will likely tap the SPR again and lower oil prices before the election.
Trisha gets into the "non recession recession" and where the jobs gains are, where they are not, and the fact that a lot of job gains are being filled with immigration. She discusses the impact of immigration on GDP and inflation and housing. She closes this jam-packed PetroNerds podcast by talking about oil prices, risk, the macro, and what is driving oil prices up and down. She covers geopolitics and gets into Russia, North Korea, Iran, and China, Iran and the Houthis, and the push and pull on oil prices. She squeezes in some commentary on US oil production, less rigs, and longer laterals, and Russian and Saudi production and spare capacity.
This is an absolutely intelligence packed podcast that you are going to listen to and re-listen to, like, and share with your colleagues and friends.
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Recorded on May 16, 2024
https://www.youtube.com/watch?v=t5g0953nCVI
Episode 109 of the PetroNerds podcast is a discussion on energy and energy policy with former Texas representative Jason Isaac. He joins Trisha Curtis in discussing the state of energy and energy policy in the US and the world. They talk about US electricity prices and natural gas prices, the US economy and inflation, energy transition, US oil and gas production, and China.
They also discuss the new think tank led by Mark Mills, the National Center for Energy Analytics (NCEA), where Trisha Curtis is now a Senior Fellow. Jason is the founder of the American Energy Institute and a Senior Fellow at the Texas Public Policy Foundation. This is the first of many energy policy discussions Trisha will be having in the coming months.
Trisha Curtis and Jason Isaac also wrote an op-ed together on Biden's SPR moves and energy policy, which can be viewed here: https://www.washingtontimes.com/news/2024/may/20/cost-of-biden-draining-our-strategic-petroleum-res/
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Recorded on April 30, 2024
https://www.youtube.com/watch?v=b8BtHLEkfCQ
Episode 108 of the PetroNerds podcast is another PetroNerds special. Trisha Curtis, CEO of PetroNerds, is joined by guest Sam Shiverick, CEO of Buckhorn Production. Buckhorn is a production company that purchased unconventional horizontal wells from an operator in New Mexico in the Permian Basin in 2020. This is an incredible conversation that highlights the longevity and future of US shale. Buckhorn is literally breathing new life into older unconventional assets and increasing output and showing just how profitable it can be.
Sam explains the history behind Buckhorn and his background in oil and gas and then Trisha and Sam get into the market dynamics and how Buckhorn is differentiated with a lower cost structure and much lower risk profile as it is not drilling and completing wells. They discuss the business model, older wells, methane, ESG, refracs, and a lot more.
This is Sam Shiverick's first podcast. He is an incredible guest and PetroNerds cannot wait to have him back on the podcast.
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Recorded on May 1, 2024
https://www.youtube.com/watch?v=lvrIWJeT6Kc
Episode 107 of the PetroNerds podcast is a complete rip and review of the US economy, inflation, a weakening consumer, the Federal Reserve and interest rates, the Chinese economy, and oil prices and oil demand. Trisha Curtis, host of the PetroNerds podcast and CEO of PetroNerds, walks listeners through Chairman of the Federal Reserve Jerome Powell's speech on May 1st and the reality of inflation not being appreciated by the dovish Fed.
She goes through the poor earnings of stocks from Starbucks to McDonald's, all based on declining sales on the back of inflation and a tapped out consumer. The impacts this has to oil demand and oil prices are very real, but ongoing hot wars, the Houthis continued attacks to ships in the Red Sea and Indian Ocean, Chinese tensions in the South China Sea, and Russia's continued barrage against Ukraine are all keeping prices elevated.
Trisha closes the podcast with a number of newsworthy items including US production coming back above 13 mbd in February 2024, US CO2 emissions declining on the back of US natural gas, and much more. This is a jam packed podcast you are going to want to listen to twice and share with everyone you know!
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Recorded on April 18, 2024
https://www.youtube.com/watch?v=9sa4TS6Vxhc
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.
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Recorded on April 5, 2024
https://www.youtube.com/watch?v=Kpt86pq3xL0&feature=youtu.be
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.
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Recorded on March 15, 2024
https://www.youtube.com/watch?v=YlDrxbUnaJg
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
Report: https://commonsenseinstituteco.org/impact-of-sb24-159/
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Recorded on March 6, 2024
https://www.youtube.com/watch?v=0f_c_nmZ_mM
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.
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https://www.youtube.com/watch?v=Xos0wbkPsLU
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!
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Recorded on February 2, 2024
https://www.youtube.com/watch?v=XN-IvGpMn18
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.
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Recorded on January 17, 2024 and November 9, 2023
https://www.youtube.com/watch?v=UF1wa6P2Hc4
Episode 100 of the PetroNerds podcast is your heavy hitting one stop shop for everything you need to know in energy and the economy in 2024. Trisha Curtis, CEO of PetroNerds, front loads this episode with a complete recap of oil prices, China's economy, and the state of geopolitics in 2024.
This podcast is the panel discussion Trisha Curtis did with Daniel Seaver, VP of Midstream at Fundare Resources, Chris Atherton, CEO of EnergyNet, and Andrew Haney, President of Nickel Road Operating. This was done at the Denver Earth Resources Library Rockies Expo. This conversation is a deep dive covering everything from oil prices and the macro environment to the state of acquisitions, consolidations, and M&A in oil and gas.
These experts cover operating in the Rockies, the outlook for geopolitics, the state of the regulatory environment, deals and valuations, acreage tiers, ESG, recession risk, the Fed, and much more. This is a must listen to and must share episode folks!
Listen on Itunes - Laat meer zien
