The PetroNerds Podcast

Episode 36 of the PetroNerds podcast is an incredibly detailed 1 hour and 17 min recording on all things Russia with expert Tatiana Mitrova.  Tatiana is well known for her knowledge and expertise of Russian oil and gas production and exports. We talk about Russian oil and gas production volumes, the ability for Russia to produce at a lower fiscal breakeven than many other major producing countries...

Happy New Year and welcome back to the PetroNerds podcast and the first recording of 2022. It is January 10th, 2022 and in this episode of the PetroNerds podcast, Trisha chats with Mark Rossana about Russia, China, Kazakhstan, Xinjiang, energy prices, and European and US inflation. This is another special episode, making up for lost time, an hour of conversation with Mark Rossano, and a 20-minute...

Happy New Year and welcome back to the PetroNerds podcast. In this episode, Trisha Curtis, host of the PetroNerds podcast nerds out with Dan Pickering of Pickering Energy Partners. This is a special 1-hour 17-minute podcast. Trisha and Dan cover everything from oil prices, market sentiment, inflation, decarbonization, ESG, and investor pressure. They talk about oil prices, the role of market senti...

https://youtu.be/yDBn4NzJDxE Trisha Curtis and David Ramsden Wood, known to many as DRW, spend 57 minutes discussing energy, inflation, policies, and the US economy in episode 33 of the PetroNerds podcast.  Trisha and David dive into the US economy and energy market and discuss several significant events that have taken place over the past couple of weeks, including US Energy Secretary Granho...

https://youtu.be/TqKpoyP-Gjk Episode 32 of the PetroNerds podcast is the second half of the double-header with Mark Rossano. This is a continuation of the conversation on China and the global energy crisis.  In this podcast, Trisha and Mark talk about how inflation and the global energy crisis are interwoven and what the risks are to global economic growth and energy prices. This is a gr...

https://youtu.be/d0_-iZTqNSA In episode 31, Trisha Curtis and Mark Rossano, CEO of C6 Capital, go into a double-header with part two of their nerdy convo.  This is a 45-minute conversation on everything from China to economic growth to the global energy crisis.  China’s recent miss on GDP for the third quarter is discussed along with coal, hydro, and wind power, and much much more. ...

https://www.youtube.com/watch?v=hWrUzzOocsk In episode 30 of the PetroNerds podcast, Trisha Curtis sits down with Mark Rossana, CEO of C6 Capital and fellow macro nerd.  Mark and Trisha talk about the US rig count, the US DUC count, and the US frac spread count. They get into the weeds and nuances of the rig count, the drawdown in DUCs (drilled but uncompleted wells), and frac fleets. They discuss...

https://youtu.be/r9hL5LwwZDQ In this special episode on the global energy crisis, Trisha Curtis takes you through the global energy markets to explain how this rise in energy prices happened and why it matters.  This episode starts with oil prices and OPEC Plus and their decision to maintain output increases of 400,000 bd on October 4, 2021.  From there, Trisha dives into the global ener...

https://youtu.be/dP7tAaTfu54?si=BMFIbnPNF-kynr0n In this very special 1.5 hour-long podcast, Trisha Curtis sits down with the CEO of Liberty Oilfield Services, Chris Wright, and nerds out on everything from the global oil market to frac sand. This was a live event at Liberty Oilfield Services, put on by the Denver Petroleum Club. Trisha and Chris talk about Liberty’s ESG report on energy poverty,...

https://youtu.be/g4QHaCT95L4 In episode 27 of the PetroNerds podcast, Trisha Curtis sits down with Yogashri (Yoshi) Pradhan, Senior Reservoir Engineer at Endeavor Energy Resources to discuss the biggest industry trends, themes, and takeaways from the recent SPE workshop on unconventional completions.  Low-cost diagnostics, including the use of vertical wells, pressure gauges, and tracers were...

https://youtu.be/VQWBc6uPy08 In this episode of the PetroNerds podcast, Trisha Curtis speaks with Ben Cook of BP Capital. They discuss a range of issues surrounding investing in oil and gas and hydrocarbons and renewables. They talk about investing in oil equities, the nature of the market, the generalist investor, how operators are going to win back investors, ESG, trends and themes in Q2 2021 ea...

https://youtu.be/6lxLGoLOF60 In this episode of the PetroNerds podcast, your host Trisha Curtis, CEO of PetroNerds, takes you on a 47-minute whirlwind tour of the oil market, oil prices, the International Energy Agency (IEA) and OPEC’s monthly market reports, inflation, the White House Press Briefing on August 11th, 2021 on inflation and OPEC, the US Consumer Price Index (CPI), and China’s coal-fi...

https://youtu.be/4QEKkBIOP64 Trisha Curtis and Ethan Bellamy bounce around global issues covering Norway, China, the US, and OPEC. Trisha In this special, one hour plus edition of the PetroNerds podcast, Trisha Curtis and Ethan Bellamy sit down with Justin Kringstad, the director of the North Dakota Pipeline Authority, to cover everything Williston Basin, Bakken, and North Dakota.  They talk inven...

https://youtu.be/yKp-hfkrAks Trisha Curtis and Ethan Bellamy bounce around global issues covering Norway, China, the US, and OPEC. Trisha continues to see the $65 to $75 price band for WTI Crude oil as most likely. Near month futures prices at the time of the podcast were $72 oil and $4 gas, both healthy figures for an industry that keeps adding rigs and frac spreads w-o-w. Looking ahead, the US w...

https://youtu.be/nwvB9QBa-Do In Episode 22, Trisha Curtis and Ethan Bellamy discuss crude oil prices and the backslide to $66 as the market digests two negatives: the increased baseline allocation to the United Arab Emirates within OPEC and fears of the delta variant of COVID-19 reducing demand. Trisha sees WTI crude as appropriately priced in a band of $65 to $75, while Ethan sees further short-r...

https://youtu.be/KlOO9q5n9-M In episode 21 of the PetroNerds podcast, Trisha Curtis and Ethan Bellamy get into the weeds on the Saudi and UAE production volumes and disputes in the latest OPEC Plus meeting or non meeting debacle.  They talk about oil prices and the risks to the upside and downside as well as activity in the US and what is happening with US oil demand.  They conclude with...

https://youtu.be/htWPxEGNDRw In this episode, Trisha and Ethan review oil and gas market activity, the case for $100 oil, Trisha’s recent field trip to Midland, Texas, and the Liberty Oilfield Services (LBRT) investor day. The podcast covers the evolution of well economics as sand move from outside the basin to in-basin and now looks to be heading to local sand mining. At Liberty, “Happy Valley” e...

https://youtu.be/fS3I3YzWkNs In episode 19 of the PetroNerds podcast, your host Trisha Curtis, CEO of PetroNerds, and cohost Ethan Bellamy get into the very hot topics of ExxonMobil’s board seat debacle with activist investor group Engine No.1, Biden’s doubleheader Executive Orders on climate change, and the Dakota Access pipeline decision in favor of Energy Transfer and DAPL.  Trisha and Eth...

https://youtu.be/37JV-509Mrc In episode 18 of the PetroNerds podcast, Trisha Curtis comes out swinging on OPEC, Iran, and inflation. This is an episode you do not want to miss. Trisha and Ethan discuss OPEC’s latest moves, rising oil prices in the context of rising inflation, and the role of the US dollar. They also discuss Iran and Saudi Arabia’s behavior and supply and demand in oil....

https://youtu.be/C3kykoLT8lE In episode 17 of the PetroNerds podcast, your host Trisha Curtis and cohost Ethan Bellamy discuss the implications for removing sanctions on Iran and the impact it could have on the oil market and is having on the oil market and talk about the very controversial International Energy Agency (IEA) report which called for all investment in fossil fuels to stop immediately...

https://youtu.be/4u21CIAO4yc In episode 16 of the PetroNerds podcast Trisha Curtis and Ethan Bellamy discuss the market trends and themes taking place in the US upstream space, specifically the Permian Basin. They review the earnings calls of EOG Resources, Pioneer Natural Resources, Diamondback Energy, and Liberty Oilfield Services and put it all into a digestible market context and outlook. Whil...

https://youtu.be/qz8gSMh2tnc In episode 15 of the PetroNerds podcast, Trisha Curtis and Ethan Bellamy discuss the current status of the Colonial pipeline (which had not resumed operations at the time) and get into oil prices, the US dollar, and all things inflation and Fed moves or lack thereof.

https://youtu.be/30sc0Lp4M9s Trisha Curtis and Ethan Bellamy come out swinging in the second part of this windy and nerdy two parter. They get into the color and commentary in BP’s Q1 2021 earnings call and the major themes discussed including EV charging stations in the UK and Europe, offshore wind, and BP’s move from an IOC to an IEC. And then Trisha and Ethan bring this two-part episode full ci...

https://youtu.be/fHoY82nP5Jg Episode 13 of the PetroNerds podcast is part 1 of a nerdy two parter on oil prices, oil demand outlooks, US oil demand, OPEC plus, Biden’s recent policy moves, and the Senate hearing on the suspension of oil and gas leasing on Federal Land, pending review.  This episode covers a lot of ground and is very timely.  You are not going to want to miss it.  St...

https://youtu.be/oIeCf40xZbU In episode 12 of the PetroNerds podcast, Trisha Curtis sits down with Louis Baltimore of Hyliion trucking. Trisha and Louis talk about natural gas combined with battery technology in the trucking space and what types of solutions Hyliion has to offer the market. This is the first interview/discussion with a guest on the PetroNerds podcast. Trisha and Louis get into dis...