The PetroNerds Podcast

Recorded on Nov 29, 2022

Episode 67 of the PetroNerds podcast is part 1 of a special doubleheader with guest Dr. John Constable. John is a UK expert on energy and renewables and Director of the Renewable Energy Foundation. This podcast was recorded in person at the Liberty Energy offices in Denver, Colorado.

Trisha Curtis and John Constable discuss a range of UK and European energy topics including electricity prices, subsidies, energy crises, and energy policies. Trisha and John cover the problems with UK energy policy, the high cost of electricity in the UK and Europe, the negative consequences of low energy demand in the UK and Europe and the developed world, the increasing cost and opacity of wind power, the limited energy that wind and solar provides with low conversion ratios, and the detrimental impact to the economy and energy security.

https://youtu.be/GL_qXdPcNwA

Recorded on Nov 3, 2022

Episode 66 of the PetroNerds podcast is a special treat for listeners. Trisha Curtis was asked to speak at the Denver Association of Petroleum Landmen's annual Fall Land Institute event. This took place in Denver on November 4th, 2022, and was exceptionally well attended in person and online. The reviews for Trisha's presentation and talk were fantastic.

Trisha takes the audience and podcast listeners through the geopolitical complexities of today's oil, natural gas, and energy markets and focuses listeners on energy insecurity. She walks through the pains and outlook for the global and US economy and the current energy crisis, how the world got here, how energy policies contributed to it, and explains why energy policies today matter for energy security in the future.

This is an absolute must-listen-to and must-watch episode.

https://youtu.be/fmVbaNpco3E

Recorded on November 9, 2022

Episode 65 of the PetroNerds podcast is a very special treat for listeners and viewers. Trisha Curtis was privileged to be on a panel in Washington, DC the day after the midterm election. This event took place on the morning of November 9th, 2022. Diana Furtchgott-Roth. Director of Energy and Climate at the Heritage Foundation chaired and moderated the panel with Trisha Curtis and Lou Pugliaresi. Lou Pugliaresi is the President of the Energy Policy Research Foundation in Washington, DC.

Trisha does a lot of straight talking on energy policy and walks the audience through the Biden Administration's anti domestic oil and gas policies, energy security in Europe, and gets into refineries and refinery capacity and why diesel prices are so high in the US. Diana asks fantastic questions and Lou and Trisha answer them in detail.

This is not the podcast you want to miss folks. Share it with your colleagues and peers and leave reviews on YouTube and itunes. "What will happen to energy in the next Congress? is the title of this fantastic panel discussion. "What might the next Congress do to lower energy prices? Join us as Heritage’s Diana Furchtgott-Roth and energy experts Trisha Curtis and Lucian Pugliaresi share their predictions for the 118th Congress."

Recorded on November 4, 2022

Episode 64 of the PetroNerds podcast is a natural gas special with guest Toby Rice, CEO of EQT. EQT is the largest natural gas producer in the US, producing roughly 6 Bcf/day. Trisha and Toby chat about the state of the gas market, LNG and global macro, ESG, unleashing US shale, the prolific Marcellus, and the lack of pipeline capacity throttling EQT's growth capabilities.

Trisha pushes Toby on his positioning and stance around C02 and ESG, especially in the context of energy security. She does not think they agree. He thinks they agree on everything. This is a great back and forth you are not going to want to miss. WTI $91.32, Brent $97.48, Henry Hub $6.15, Dutch TTF $/MMBtu $36, 30 Year Mortgage 7.29%, 10 Year Yield 4.17%

Recorded on October 27, 2022

Episode 63 of the PetroNerds podcast is another must listen to episode ahead of midterms. Trisha Curtis is joined by guest Andrew Haney, Co-President of Nickel Road Operating. Nickel Road is a private company operating in the Denver Julesburg Basin in Colorado. Trisha and Andrew discuss the current state of the oil market, the dramatic drop in natural gas prices, the IEA's recent report calling this the first global energy crisis and the need for more renewables and clean energy, the state of the oil market in Colorado and the ability and difficulty in obtaining permits.

They also discuss the operational environment in Colorado, the high standards and requirements and regulations in Colorado, competition with other states, achievements on drilling times, lateral lengths, and well performance and much much more! On October 27th, 2022: WTI $88.85, Brent $96.78, Henry Hub $5.19, Dutch TTF $30.78, 30 Year Mortgage 7.04%, 10 Year Yield 3.95%

Recorded on August 23, 2022

Episode 62 of the PetroNerds podcast is a jam packed treat for listeners. Ahead of Halloween and midterms, Trisha Curtis updates listeners on the state of the oil market and the Biden Administration's moves on the SPR (Strategic Petroleum Reserve). Listeners get to hear and see Trisha Curtis on an incredible panel with Heidi Gill of Urban Solutions and Andrew Haney of Nickel Road Operating.

"The Future of the DJ: Is It Still Economic to Operate in Colorado?" was a panel at the Colorado Oil and Gas Association's annual energy summit in August 2022. The discussion is lively and frank given both Urban Solutions and Nickel Road are private companies. And as listeners know, Trisha does not pull any punches. She speaks to regulators in the room directly about the need to approve permits in Colorado and the state of the oil market, the likeness to California, Colorado's declining production contribution to energy insecurity, and the need for Colorado to decide whether they are pro domestic oil and gas production or not.

Recorded on October 12, 2022

Episode 61 of the PetroNerds podcast is another jam-packed podcast getting you ready for US midterms, catching you up on the state of the global and US economy, the state of the oil market, and the Biden Administration's policies on oil and natural gas. In episode 61, Trisha Curtis talks with Diana Furchgott-Roth, a brilliant and seasoned economist, DC insider, and now the current Director of Energy, Climate, and the Environment at the Heritage Foundation.

Trisha and Diana cover a range of topics including questions and changes around US energy policy with regard to midterm elections, Biden Administration policies on oil and gas and climate, China, the economy, and much much more. The impetus for this podcast came from an article Diana recently wrote for Forbes on Biden's desperation to lower oil prices ahead of US midterms. She quoted Trisha. You can read it here. https://www.forbes.com/sites/dianafurchtgott-roth/2022/10/07/biden-administration-desperately-cozies-up-to-venezuela/?sh=5cb2250951f8

Recorded on October 7, 2022

Episode 60 is a must listen to PetroNerds podcast with Trisha Curtis' former employer, mentor, and Washington insider, Lou Pugliaresi. Lou Pugliaresi is the President of the Energy Policy Research Foundation, Inc. (EPRINC) and joins Trisha Curtis for deep dive conversation on the Biden Administration's failed energy policies and the state of national energy security.

Trisha and Lou talk at length about the Biden Administration's reaction to OPEC Plus' 2 mbd cut, Europe and LNG markets, and what the Administration would actually do if they were interested in increasing domestic oil and gas production, lowering oil prices, and increasing domestic energy security.

They talk about the banks and the role of financing and ESG pressure and investing, the implications for sabotaging Nordstream 1 and 2 and the lack of long term LNG contracts being signed by Europe, and how Biden's energy policies mirror the failed energy and geopolitical policies of Europe. They talk about the massive growth in US crude oil output from 2010 to 2019 and the incredible domestic and global and benefits and geopolitical impacts that this production had on the US and the world.

Recorded on August 2, 2022

In episode 59 of the PetroNerds podcast, Trisha Curtis is joined by David Ramsden Wood. David hits Trisha with a series of rapid fire questions from the stock market, the Fed, inflation and interest rates, the global economy and macro environment to Russia's invasion of Ukraine and the resilience of US shale.

They get into the energy transition and the breakdown taking place across the globe. They talk about Russia's pariah status and the linkages with China. They talk about the energy transition, energy security, and the stability of power sources like coal in the year 2022. August 2, 2022 - WTI $95.78, Brent $101.91, Henry Hub $7.89, Dutch TTf $.MMBtu $60, 30 Year Mortgage 5.05%, 10 Year Yield 2.71%

Recorded on August 11, 2022

In episode 58, Trisha Curtis, CEO of PetroNerds, gives a talk to the Denver Petroleum Club's Mentor Program. Trisha begins the podcast by recapping highlights from the past couple of weeks and bringing listeners up to speed on the state of the oil market and latest happenings in energy security, oil prices, and China.

In her talk to industry leaders and their industry mentees, Trisha explains what is happening in the global oil market with oil prices, the global economy and inflation and major food and energy crises taking place around the world. She gets into oil demand, high natural gas prices, Chinese coal production, Chinese rising unemployment and poor housing data, ESG and the pressures on public operators, US energy production and declines during 2020, and the massive public private bifurcation in drilling and completion activity in US shale. This is a thorough talk on everything taking place in the global economy and oil market from here in the US to across the pond. August 11th, 2022 WTI was $93.51 and Henry Hub was $8.35.