The PetroNerds Podcast

https://youtu.be/CiVuLuppS0I Trisha Curtis and Ethan Bellamy take it into overdrive with a dense and timely podcast covering everything from DAPL to Iran. They discuss IEA’s oil demand increase, oil prices, US efficiency gains, the merits of hedging, the potential nuclear deal with Iran, Iran’s uranium enrichment, and what it means if Iran adds barrels to the market. They get into two recent Bloom...

https://youtu.be/acQ6om9uc6k In episode 10 of the PetroNerds podcast, Trisha and Ethan continue the discussion of the Permian Basin’s rising rig count, oil prices, and spare OPEC Plus capacity. They also begin what is sure to be a more lengthy discussion on Biden’s Infrastructure Plan and associated Tax Plan, what Trisha calls unfair comparisons to China, and go through the Department of Interior’...

https://youtu.be/-WYoqehIpDs In the 9th episode of the PetroNerds podcast, Trisha Curtis and Ethan Bellamy talk about the rise in the US rig count, OPEC Plus adding barrels to the market, the role of the Saudis in these moves, oil demand and oil supply, oil demand growth in the US, China importing 1 mbd from Iran, and the trouble with Indian and Chinese coal consumption and CO2 emissions.

https://youtu.be/-WYoqehIpDs In Episode 8, part two of the St. Paddy’s day doubleheader, Trisha and Ethan crush on Chevron (CVX) and the company’s approach to the energy transition and short cycle economics, pick apart China’s five-year plan, and analyze the Biden administration’s foreign policy moves. Trisha smacks Ethan during the show – a standard feature of this healthy podcast relationship fr...

https://youtu.be/B98nURAjVCo Trisha Curtis and Ethan Bellamy bring you a special two part St. Patrick’s Day special diving into hot oil prices, inflation, OPEC Plus compliance, and a real discussion and attempt to help listeners define and better understand the term “energy transition” and give it some actual context. Episode 7 is part 1 of this not to be missed discussion on what the energy trans...

https://youtu.be/rIZD_icKX-A This is a timely and must listen to episode of the PetroNerds podcast. This is one of the first Digital Wildcatter podcast mashups. Trisha Curtis shares the stage with the first guest co-host of the podcast, Robert Norton. Robert is filling in for Ethan Bellamy this week and is another midstream expert and economist. Trisha and Robert discuss all things related to weat...

https://youtu.be/2C7GrcnV8U0 In this episode of the PetroNerds podcast, Trisha and Ethan discuss the rise in oil prices, the launching of the PetroNerds podcast, the launch and rebranding of the PetroNerds website, the Executive Order on Tackling Climate Change and the impact it will have on existing permits in New Mexico. This podcast brings the heat and is a must listen to episode. Trisha goes t...

https://youtu.be/GGjYMBahKeA This is the must listen to episode on the major moves by the Biden administration within hours of taking office. The cancelation of the Keystone XL pipeline and Order No. 3395 by the acting Secretary of Interior suspending permits to drill oil and gas wells on Federal Land as well as Indian Land have massive and lasting market implications. Trisha and Ethan get into th...

https://youtu.be/_7_JK-JjZuA Trisha Curtis and Ethan Bellamy dissect the OPEC Plus meeting the first week of January and the surprise 1 mbd cut by the Saudis, and Trisha explains her more nuanced views on how the Russians and the Saudis are viewing near term demand and oil prices. WTI is $52 and Brent is $55.  Ethan and Trisha get nerdy on European oil companies ENI and BP. Trisha talks about...

https://youtu.be/NZrt2-V_XNE Trisha Curtis and Ethan Bellamy continue to dive into the oil market and discuss why oil prices are rising in the face of renewed COVID related shutdowns, rising Libyan output, and muted demand outlooks released by the IEA and OPEC in mid-December. WTI sits at $49 and Brent at $52. Trisha talks about the increased number of operators in the Permian Basin and many small...

https://youtu.be/ngEVv8sekJM In the first episode and official reboot of the PetroNerds podcast (thank you Digital Wildcatters), Trisha Curtis and Ethan Bellamy address the global oil market, the US oil market, COVID, and the role of $50 oil in detail. Trisha dives into the importance of $50 oil and why it is a magic number for shale, Saudi Arabia, and Russia. She also discusses the impact of a li...

In this episode of the PetroNerds Podcast, Trisha Curtis discusses the ins and outs of Colorado’s controversial ballot measure, Proposition 112 (Increased Setback Requirement for Oil and Natural Gas Development), and provides some background on the current state of oil and gas production in Colorado. Show notes: Maps of the increased setback and “vulnerable” areas off limits to f...

In this episode of the PetroNerds Podcast, Trisha Curtis dives into the Powder River Basin (PRB). She discusses the basin’s operators, reservoirs, productivity, and outlook. This episode covers several themes and highlights from Q4 2017 earnings calls.       Subscribe to the PetroNerds Podcast in iTunes and TuneIn.   Carry On by  The New Valleys  has been m...

As we approach the release of Q4 2017 earnings for independent US oil and gas companies, Trisha Curtis reflects on Q3 earnings comments from Continental Resources CEO Harold Hamm and Centennial Resource Development CEO Mark Papa.  Her discussion examines CEO forecasts for Q4 related to profitability, productivity, and macroeconomics, creating benchmarks for us to assess not only the accuracy...

In this month’s podcast, Trisha Curtis discusses crude oil prices hitting $60 dollars per barrel, the longevity of the much ballyhooed rebalance, supply and demand fundamentals, OPEC activity (accord or discord?), Saudi refined products, as well as GOR concerns in the shale sector and service company Q3 earnings calls (Schlumberger, Halliburton, Baker Hughes – GE). Subscribe to the Pet...

In this episode of The PetroNerds Podcast, Trisha Curtis discusses free cash flow concerns surrounding the US shale industry and comparisons to mainstream but cash flow negative tech companies.  This conversation explores differences in business models, pricing, intellectual property development, and buy-in costs.  Trisha also introduces PetroNerds’ new HedgeAware platform and cove...

In Episode 6 of the PetroNerds podcast, Trisha Curtis discusses the burgeoning frenzy for 100 mesh frac sand, the shift to finer grain sand, rising prices, and the research that seeks to explain the relationship between finer sands and increased productivity.   Carry On by The New Valleys  has been modified and is licensed under an  Attribution License . 

In Episode 5 of the PetroNerds podcast, Trisha Curtis discusses her recent trip to Riyadh, Saudi Arabia and her presentation there before the IEF (International Energy Forum), Saudi Aramco’s IPO and some of its challenges, how shale resiliency is causing disarray in OPEC, and Keystone, DAPL, and activity levels in the Williston Basin. Carry On by The New Valleys  has been modified...

Episode 4 of the PetroNerds Podcast tackles two Permian-centric acquisitions: ExxonMobil’s purchase of Bass and Noble’s purchase of Clayton Williams.  Host Trisha Curtis discusses these deals, Permian well productivity, and some potential headwinds for new Permian entrants, including high acreage acquisition costs, constrained capital budgets in a low price environment,...

In Episode 3 of the PetroNerds Podcast, Trisha discusses OPEC’s November production cut deal, the rapid growth of America’s drilling rig count, and associated water production costs and issues in the shale patch. The PetroNerds Podcast – Free Episode 3 Slides The PetroNerds Podcast – Free Episode 3 Slides Carry On by The New Valleys  has been modified and is licensed under an...

In Episode 2 of the PetroNerds Podcast, Trisha discusses the recent activity of several Bakken, Anadarko Basin and Permian Basin players (Continental Resources, Oasis Petroleum, Pioneer Natural Resources, and EOG Resources) and how that activity fits within their recent earnings calls. The PetroNerds Podcast – Free Episode 2 Slides (Note: the full slide deck to this podcast can only be acces...

Welcome to the inaugural PetroNerds Podcast with PetroNerds co-founder Trisha Curtis. This is the first in a series of monthly energy market podcasts 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,...