Recorded on Nov 8, 2023 and Oct 12, 2023 Episode 97 of the PetroNerds podcast is your must listen to economic and energy podcast and round the world geopolitical tour. This is Trisha Curtis' talk and presentation to the Denver Association of Petroleum Landmen on October 12th, 2023. Trisha walks listeners through the war in Gaza and the geopolitical dynamics in the Middle East, Europe, Russia, and China. She talks about China's role in the energy transition and how China competes. ...

Recorded on October 5, 2023 Episode 96 of the PetroNerds podcast is another heavy hitting podcast from PetroNerds with NYU Stern adjunct professor Paul Tice. He has 40 years of Wall Street experience and he talks with Trisha Curtis about the policies and complexities of "ESG" (environmental, social, and governance). This is an incredible discussion and Paul and Trisha Curtis do not hold back. Trisha asks Paul a myriad of questions related to ESG, the energy transition, public...

Recorded September 1st, 2023 Episode 95 of the PetroNerds podcast is a PetroNerds special with guest Chris Atherton, CEO of EnergyNet. At the time of recording oil prices were $85.96 and a month later oil prices are below that figure after seeing $93 and change and incredible volatility in the span of a week. Trisha Curtis asks Chris Atherton to walk listeners through the pre-Covid and post Covid periods of the industry and share what he has seen and how he views the market. He gets...

Recorded on September 18, 2023 Episode 94 for the PetroNerds podcast is an emergency recording on the sharp rise in oil prices and the extended Saudi "lollipop" cut of 1 mbd, helping to tighten supplies available on the market. Trisha Curtis takes listeners through the global oil market and global economy in this must listen to episode. WTI was $92.42, Brent $94.73, HH $2.73, and 30 year mortgages are between 7.5-8 percent on the day of recording. Traders and hedge funds who were...

Recorded on August 25, 2023 Episode 93 of the PetroNerds podcast is another special treat for listeners. Trisha Curtis is joined by first time guest Daniel Romito of Pickering Energy Partners. Dan and Trisha cover a range of topics focused around ESG and access to capital. Trisha pushes back on the notion that the ESG agenda is the way to move the needle. They start the podcast off by discussing politics, the state of the market and economy, fiscal spending, and Dan's covid move from...

Recorded on August 28, 2023 Episode 92 of the PetroNerds podcast is your roundtrip ticket across the globe, covering the US Fed Chair's speech at Jackson Hole, Wyoming on August 25th, 2023, US China tensions and talks, and China's continued economic backsliding. Trisha Curtis recaps the economic slowdown and economic fears in China, the BRICS meeting in South Africa, China's well touted BRI (Belt and Road Initiative), Saudi China ties, and what all this means for oil. She gets into...

Recorded on August 16, 2023 Episode 91 of the PetroNerds podcast is a must-listen podcast covering everything from oil prices to the property crisis in China and the health of the US consumer. Trisha Curtis walks listeners through what is happening in the global economy and why it matters for oil prices and takes a deep dive into China. She covers Chinese crude demand, China's real estate sector, and China's rising unemployment problem. She gets into commodity price weakness, US...

The 90th episode of the PetroNerds podcast is Trisha Curtis' sit down interview with Karl Rove, former Senior Advisor and Deputy Chief of Staff to George W. Bush. Karl Rove and Trisha Curtis spend time covering a wide range of topics on energy and politics. They discuss the current Biden Administration's anti domestic oil and gas stance, lack of knowledge in the White House, green energy ideology, and "John Podesta and the green energy mafia." Trisha brings up the meaty topics of...

Recorded on July 27, 2023 and June 9, 2023 Episode 89 of the PetroNerds podcast is Trisha Curtis' in-person interview and conversation with Harold Hamm, former CEO of Continental Resources and now current Chairman of the Board. Trisha and Harold cover the US shale patch, domestic politics, and the global outlook on oil prices. They get into the Bakken, the Powder River Basin, taking Continental private, the macro outlook, and much much more. This is a nerdy detail-oriented podcast that...

Recorded on July 12, 2023 and June 9, 2023 Episode 88 of the PetroNerds podcast is a rapid fire heaving hitting talk Trisha Curtis gave in Dallas, Texas at the Oklahoma Petroleum Alliance's Annual Meeting. Trisha was asked to give a keynote address covering commodity markets and everything happening in the US and worldwide in 30 minutes. She did it and the audience feedback was stellar. She covers everything from public vs. private operator nuances and behavior, unappreciated ESG...

Recorded on June 21, 2023 and May 25, 2023 Episode 87 of the PetroNerds podcast is part two of the incredible double header and two-part special with Liberty Energy's Director of R&D, Roy Aune. Before continuing this discussion on the evolution of frac and what differentiates Liberty's electric frac, Trisha provides listeners with a fresh market update, getting into the weeds on China and Biden, why some in the market are still bullish on oil in the second half of 2023, and the Fed and...

Recorded on June 12, 2023 and May 25, 2023 Episode 86 of the PetroNerds podcast is part one of an incredible two part special with Liberty Energy's Director of R&D, Roy Aune. Trisha Curtis sits down with Roy at Liberty's office to discuss the state of the frac market and the evolution of frac, the role of natural gas, Tier 2, Tier 4, Dual Fuel for Tier 2 and Tier 4, and the electric frac fleet. Roy talks about the trends of the market and where Liberty is going, the move towards...

Recorded on June 4, 2023 and May 2, 2023 Episode 85 of the PetroNerds podcast is your complete market update following the US debt ceiling deal, this weekend's OPEC meeting and the surprise 1 mbd cut by Saudi Arabia, and part 2 of Trisha Curtis' talk to the SPE (Society for Petroleum Engineers) Permian Basin chapter in Midland, Texas on May 2, 2023, "Crude Volatility: From US Shale to ESG to the War in Ukraine." The second half of this presentation covers inflation, the economy, the...

Recorded on May 22, 2023 and May 2, 2023 Episode 84 of the PetroNerds podcast is a soup to nuts market update taking you around the world and back to the USA. This presentation pushes the envelope, getting into industry groupthink and the need to rethink the investment thesis in oil and gas and move away from the energy transition narrative. This was Trisha Curtis' talk to the SPE (Society for Petroleum Engineers) Permian Basin chapter in Midland, Texas on May 2, 2023, "Crude...

Recorded on May 12, 2023 and April 18, 2023 Episode 83 of the PetroNerds podcast is Washington, DC special on US shale, investment, and energy security. This is a must listen to episode that crams a lot of intel and a lot of laughs into a short 30 minute presentation. Trisha discusses US shale production in the context of a unique and unprecedented regulatory evenoment and investor pressure surrounding the energy transition and ESG. She covers shale production, productivity, the...

Recorded on April 20, 2023 Episode 82 of the PetroNerds podcast is part two of the incredible double header with Daniel Seaver, VP of Midstream and Marketing, at Fundare Resources. Fundare is a private operator in Denver that is actively drilling in the DJ (Denver Julesburg) Basin in Colorado. The frank dialogue on the state of the industry, the trajectory of oil prices, and regulations and business dynamics in Colorado and beyond continues. Trisha and Daniel get into private...

Episode 81 of the PetroNerds podcast is part one of an incredible double header with Daniel Seaver, VP of Midstream and Marketing, at Fundare Resources. Fundare is a private operator in Denver that is actively drilling in the DJ (Denver Julesburg) Basin in Colorado. Trisha Curtis sits down with Daniel for an in depth and frank dialogue on the state of the industry, the trajectory of oil prices, and regulations and business dynamics in Colorado and beyond. Trisha and Daniel discuss the...

Recorded on April 17, 2023 In episode 80 of the PetroNerds podcast Trisha Curtis is joined by guest Ryan Keys, President and Co-Founder of Triple Crown Resources. Triple Crown Resources is a private operator located in the southern portion of the Midland Basin. Trisha and Ryan cover the micro to the macro. They discuss oil prices and the broader oil market and OPEC Plus cuts, the regulatory environment, M&A, the acquisition environment, and share buybacks. They get into methane,...

In episode 79 of the PetroNerds podcast Trisha Curtis is joined by guests, Andrew Parker and Dave Curtis, executives from SPL, a measurement, testing, and certification company in oil and gas. This is indeed a PetroNerdy podcast and Trisha is pleased to speak with another service company. Trisha, Andrew, and Dave talk about the measurement and certification side of the business, the trend and realities around operators measuring for environmental metrics, the market realities and...

Recorded on April 7. 2023 Buckle up for your world wind market tour with PetroNerds and the PetroNerds podcast. In episode 78 Trisha Curtis takes you through the oil market and the global economy, China, geopolitics, the energy transition and, JP Morgan's annual energy paper, the Fed, and the US economy. Trisha discusses the OPEC Plus cuts which have driven oil prices to over $81/barrel and the pickle the Federal Reserve finds themselves in with sticky and persistent inflation and a...

Recorded on March 30, 2023 In episode 77 of the PetroNerds podcast Trisha Curtis is joined by Mark Marmo, CEO of DeepWell Services. In this podcast Trisha and Mark talk about the US shale patch, oil and gas prices, inflation, risk, and the banking crisis. They discuss the labor market, supply chain tightness, China and Russia, and the steady increase in oilfield services activity from Latin America to the Middle East. https://youtu.be/kPeCxTH5nOI

Recorded on March 13, 2023 Episode 76 of the PetroNerds podcast is part two of the UK special with former UK Member of Parliament and current candidate, John Grogan. This conversation covers a range of topics from China and energy security to national security, geopolitics, the war in Ukraine, the alliance and support and funding for the war, and war fatigue. Trisha and John discuss British vs. European attitudes to China and investment concerns and trade. They covered everything...

Episode 75 of the PetroNerds podcast is a true PetroNerds special. This is a UK energy and geopolitical focused conversation. John Grogan, former Labour Member of Parliament in the United Kingdom (Selby constituency) and now candidate in northern England is Trisha's guest in this fantastic two part discussion. Trisha Curtis interned for John Grogan in UK Parliament in 2007. In part one Trisha and John talk about SVB and the current banking fallout, the market, the state of the UK...

Recorded on March 9, 2023 and February 28, 2023 Episode 74 of the PetroNerds podcast is weighted heavily on geopolitics and risk and begins with a fresh market update as of March 9th, 2023. Trisha Curtis talks about US banking fallouts from Silvergate and the beginnings of SVB (information was just coming out at the time), the Fed, inflation, oil, risk and China. The rest of this podcast is a talk Trisha Curtis gave to students and staff at the Colorado School of Mines in Golden,...

Recorded on February 9, 2023 Episode 73 of the PetroNerds podcast is the second half of Trisha Curtis' response to Biden's State of the Union and a fresh recap of the market. The introduction covers inflation, stock market swings, the one year anniversary of Russia's invasion of Ukraine, what draining ammunitions means for the world and the role China has been playing and could play going forward. Part two of State of Reality covers the US and global economy, China and China's coal fired...