The PetroNerds Podcast

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 from Russia's relatively resilient economy to the Inflation Reduction Act (the US renewable bill push). This discussion is heavily focussed on geopolitics and discusses everything from China, Germany, and Russia to Hong Kong and Mongolia. This is a must listen to podcast folks covering an incredibly important range of topics.

Youtube: https://youtu.be/UidSynarym4

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 economy and inflation, and the energy crisis. They talk about UK energy policies, the UK grid, energy prices, emissions, renewables, and the UK's reliance and ties to China before getting into a more political discussion on the war in Ukraine, covered in part two, episode 76!

https://youtu.be/n3cn8CVEw6Y

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, Colorado. She takes the audience across the globe from China to Russia to Europe and the US and discusses everything from war to the risks of war fatigue. Trisha was invited to speak by the Payne Institute for Public Policy.

https://youtu.be/W3FmEa7ngeI

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 power generation, and what PetroNerds calls real ESG, energy security and human rights.

This is the second half of the talk Trisha Curtis gave to the Denver Petroleum Club on February 9, 2023 at Ovintiv's Office downtown Denver.

https://youtu.be/fVy6zS3KvHo

Recorded on February 9, 2023

State of the Union vs. State of Reality. Episode 72 of the PetroNerds podcast is the first half of an in depth dive on everything from Biden's State of the Union address to rising natural gas production in the US and the incredible changes in the US shale patch since COVID. Trisha addresses ESG, the energy transition, and the lack of leadership by public operators.

This is the first half of the talk Trisha Curtis gave to the Denver Petroleum Club on February 9, 2023 at Ovintiv's Office downtown Denver. This is a timely and engaging podcast and a must listen to episode. The second half of this talk and part two and episode 73 will cover US inflation, the US economy, Chinese coal consumption, and much much more.

Listen on Itunes

https://youtu.be/SlkkfBIfikg

Recorded January 12, 2023

If you have not listened to a PetroNerd’s podcast in a while or have not listened to one at all, episode 71 the PetroNerds podcast is the one to boot up. Trisha Curtis takes listeners and her live audience through everything happening in the market and the global economy, starting with a focus on US shale and ending with China and ESG. Episode 71 of the PetroNerds podcast is your world wind tour and everything you need to know to start off 2023 on the right foot.

This podcast, talk, and presentation is worth watching and listening to. It is a talk Trisha gave at the AADE (American Association of Drilling Engineers) Appalachian chapter on January 12, 2023 in Cranberry, Pennsylvania. From US housing to inflation to the impact of high global food and fertilizer prices and lower global economic growth, PetroNerds covers it all.

https://youtu.be/SlkkfBIfikg

Recorded on December 2, 2022

Everything US shale in 15 minutes? Trisha Curtis and PetroNerds have you covered. PetroNerds is back in the UK! Episode 70 of the PetroNerds podcast is a 15 minute market recap as of January 18, 2023 and the US shale presentation Trisha gave in Oxford on December 2, 2022. Trisha presented to an international group at Oxford University for the Oxford Institute for Energy Studies' (OIES) Oil Day.

This is a 15 minute complete and fast run down of all the major themes taking place in US shale including rising oil and natural gas production, the rise of private operators and their activity, increased lateral lengths and efficiencies, high natural gas prices impacting gas production, and regulatory, ESG, and investor pressure. Trisha was also a guest on the OIES podcast. https://www.oxfordenergy.org/publications/oies-podcast-us-shale-oil-and-gas-continued-growth-or-curtailment-can-europe-rely-on-additional-us-shale-for-lng/

https://youtu.be/7Lop0EQ5MHE

Recorded on November 16, 2022

Episode 69 of the PetroNerds podcast is a unique Q&A session with Trisha Curtis and Christine Prah of the Women in Oil and Gas Association. Trisha is asked a series of questions ranging from US oil and gas production to ESG to Biden Administration policies. This Q&A was a live dialogue with the WOGA - Women in Oil and Gas Association, recorded in November of 2022.

Trisha dives into US production, the need for energy education, and literacy and the thin trading volumes in crude oil. Trisha answers a wide range of topical market and business related questions from the moderator and the audience. This is another not to miss podcast, filled with intel and insights and introduced with a timely market recap on the first days of 2023, including the Fed, jobs data, and oil prices.

Youtube: https://youtu.be/0A5jLAxYDMw

Recorded on November 29, 2022

Episode 68 is another must-listen to PetroNerds podcast and part 2 of the doubleheader on UK, EU, and US energy policies with Trisha Curtis' guest Dr. John Constable. The second half of this conversation gets into China, geopolitical complexities, the importance of energy education, understanding "energy blindness," and the Inflation Reduction Act (IRA).

John expresses his grave concerns about the cost of the Inflation Reduction Act and how weak this makes America. In essence, the US is handing off geopolitical leverage to China as the US tries to outsource its CO2 emissions. The IRA subsidies on renewables are higher than Europe's green subsidies and will create incredible global dislocations. Trisha and John discuss energy security and European energy and climate change policies in the face of recent increases in coal, oil, and natural gas use - Europe's distressed return to hydrocarbons. Will European energy policies go back to coal and natural gas?

Youtube: https://youtu.be/3d355lK6qkg