The PetroNerds Podcast

Recorded on August 17, 2022

Episode 57 of the PetroNerds podcast is another heavy hitting jam packed episode. Araron Hunter with ConocoPhillips returns - this time as the Vice President of the Delaware Basin. Trisha Curtis, CEO of PetroNerds and Aaron Hunter, Vice President of the Delaware Basin for ConocoPhillips, talk shop on all things Delaware Basin, Conoco earnings calls, technology trends, formation targeting, natural gas, LNG, red hot prices and inflation, and net net zero pledges.

WTI is $87.02, Brent $92.58, Henry Hub $9.24, Dutch TTF $67.59, 30 Year Mortgage 5.48%, and 10 Year Yield 2.90%. They discuss frac and technological growth and efficiency, inflation, and Conoco's triple mandate and energy security. Another not to miss PetroNerds podcast episode!

Recorded on June 29, 2022

Episode 56 of the PetroNerds podcast is the presentation and Q&A Trisha Curtis did at the Hart Energy DUG Bakken and Rockies Conference in Denver, Colorado on June 29th, 2022. Darren Barbee, Senior Editor at Hart Energy, was the panel moderator and asked fantastic questions. This is a rapid fire show stopping presentation that will have you leaning in and asking questions.

Trisha goes around the world and discusses oil supply, oil demand, the global economy, recession and inflation, lost refining capacity, Saudi production, US public vs. private operator activity and public investor pressure, the global food and energy crisis, inflation/interest rates and unemployment, ESG and the impact it is having on US and global oil production, energy security, geopolitical leverage, and of course China's massive increase in coal production and use. She covers all of this and more in just 15 minutes.

Buckle up folks. "This is when you put the drill bit back in and this is when you drill...we are going to look back and realize that the ESG and investor pressure took away from these operators and they should have been drilling."

Recorded August 5, 2022

Episode 55 of the PetroNerds podcast is a must listen to episode on everything from the US jobs report to the market response, recession, the stock market and tech, oil rice pressure, crude oil inventory levels, inflation and the 1970s, and China and Taiwan.

Trisha Curtis, host of the PetroNerds podcast and CEO of PetroNerds, is joined by her guest Gabby Richmond, Executive Director at the Denver Petroleum Club. This is another special "fliparoo" episode with Gabby where she asks Trisha the most timely and relevant oil market and geopolitical questions of the day. Gabby asks Trisha about the US jobs report and the wackiness of the stock market response last week.

They talk about the Fed, inflation, recession and what that means for the stock market. Gabby asks about oil prices, US crude oil inventories and stocks, OPEC, Saudi Arabia, and spare capacity. Trisha talks about extreme complexities in the global economy that are important for all businesses and CEOs to watch out for. She also discusses the false sense of security of high oil prices against a backdrop of a poor and stretched global economy in the midst of war and an energy and food crisis.

The discussion is closed with a great update on China and Taiwan and Nancy Pelosi's visit to Taiwan last week and what Taiwan means for China, the global economy, US midterms, and more. Trisha talks about Taiwan's need for natural gas to make semiconductors and China's aggressive coal production increases and what it means for Chinese domestic energy security and Chinese outward expansion. WTI is $90.02, Brent $95.68, Henry Hub $8.15, Dutch TTF $60, 30 Year Mortgage 5.16%, 10 Year Yield 2.85%

Recorded on August 2, 2022

Recession, China, Taiwan, inflation and concerns about oil demand on the brain? PetroNerds has you covered. Episode 54 of the PetroNerds podcast is a 44 min jam packed intel ridden podcast covering Nancy Pelosi's visit to Taiwan and tensions with China, Exxon's earnings call, and Chris Wright's fantastic statement on the energy transition, investment pressure, and leadership in oil and gas in Liberty Energy's Q2 2022 earnings call.

Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, walks listeners through current oil and natural gas prices and price pressure on oil prices. WTI $95.78, Brent $101.91, Henry Hub $7.89, Dutch TTF $/MMBtu $60, 30 Year Mortgage 5.05%, 10 Year Yield 2.71%. Trisha discusses Europe's energy crisis, Spain instituting caps on air conditioning and heating temperatures, Germany's increasing coal burn, the stock market and the Fed, inflation, and Walmart's earnings miss and food inflation.

Recorded on July 22, 2022

Episode 53 of the PetroNerds podcast is a fantastic discussion on supply chain issues, small businesses, inflation, recession, the Biden Administration, the coming rise in US unemployment, the US economy, the European energy crisis, and China. Want to get up to speed on everything happening in the US and around the globe in terms of energy and the economy?

This is the podcast to listen to. This is part two of the PetroNerds Crude Life Mash Up where Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, brings back Jason Spiess from the Crude Life to discuss the nuances of inflation, employment, energy production, and policies. Trisha opens the conversation talking about supply chain issues, red hot US inflation, natural gas prices above $8 mcf and gets into "what recession is" and "what inflation is." Trisha explains that "Inflation is driving this recession." And that "inflation is a tax." Trisha and Jason talk about the Biden Administration's hypocrisy on energy, anti domestic oil and gas rhetoric and policies, and continual calling out of the oil and gas industry for high oil prices.

Trisha talks about the Administration bragging about a $.60 drop in gasoline prices while inflation ratchets to 9.1 percent. She talks about the complexities and nuances of employment, interest rates, and the need to curb inflation which will slow the economy and increase unemployment. They talk about the Administration's speech on climate change and the several hundred million dollars allocated for air conditioners and cooling centers in poor communities and the need for energy. They talk about the rise in electricity prices, up 13.7 percent in the US, and the grave and serious energy crisis in Europe which could throw the world into a recession. They close the podcast talking about China and China's controversial North Dakota investment plans.

Recorded on July 7, 2022

Episode 52 of the PetroNerds podcast is a special mash up episode with host Trisha Curtis, CEO of PetroNerds and Jason Spiess with The Crude Life. This is an absolute must listen to and must watch episode. Trisha Curtis is recording remotely from Craig, Colorado and Jason Spiess is recording remotely from Elizabeth, Minnesota. The two discuss $100 barrel oil prices and sticky inflation and what that means for the US economy, housing, recession, and new builds.

They talk about the policy drives behind plugging wells, reducing stripper well production, and the impacts to production and energy security. Jason brings up a myriad of topics and asks Trisha about oilfield services, image, and ESG. Trisha gets into the ramifications of ESG, the lack of leadership in oil and gas, and the serious ramifications that all of this is having for energy security and the knock on effects being felt in the US and around the world with high energy prices and severe geopolitical vulnerability.

Recorded on July 5, 2022

Episode 51 of the PetroNerds podcast is focussed on what one company wants to do with brine water in oil and gas, mine it for various minerals. Trisha Curtis is joined by guest Thomas Smith, CEO of US Strategic Minerals.

It is July 5th, 2022 and oil prices have dropped below $100 a barrel, recession worries are mounting, and the stock market is declining. Trisha makes sure to sprinkle in current market color and commentary, but the two talk about strategic minerals in brine water and the potential to "mine" or extract them and use them.

While lithium and magnesium can be found in brine water, so can calcium carbonate, critical to the cement industry. And what plagues the cement industry? CO2. Get calcium carbonate for cement, sequester CO2, and make money from brine water? Trisha and Thomas discuss the potential in this very nerdy PetroNerds podcast.

In episode 50 of the PetroNerds podcast, Trisha Curtis sits down with the CEO of Petro.Ai, Troy Ruths, on location at the Petro.Ai office, in Houston, Texas. This is a great must listen to conversation on the state of US shale, completions, and the money coming back into US shale.

Trisha went down to Houston to speak at a dinner event for Petro.Ai where the infamous Mark Zoback also gave a talk. Trisha and Troy follow up this nerdy dinner convo with a Petronerds Podcast and talk extensively about the state of the market, the publics vs. the privates, optimism and $100 oil, sentiment, and the technical prospects for US shale.

They get into completions, well spacing, predictions, data, knowledge of the rock, "tiers," and a whole lot more. This is a nerdy and optimistic conversation on the state of US shale and the significant growth and opportunity the rock and the industry have to offer the US and the world. Is the US industry done tinkering with completions? A few years ago, folks would have said yes, but this podcast will make you think that could change.

Recorded: Wednesday June 1st, 2022

Episode 49 of the PetroNerds podcast is a PetroNerdy service company focused podcast with Adam Anderson, the CEO of Innovex. Trisha Curtis and Adam talk shop on oilfield services and the state of the oil market. Innovex is known to many in and outside the oil and gas industry for being the company which North Face rejected a jacket order on the basis that Innovex was involved in the oil business.

(The Colorado Oil and Gas Association gave North Face an award in response, mocking them for their hypocrisy and direct support of oil and gas given most of their products are made from petroleum. Chris Wright, CEO of Liberty Energy (formerly Liberty Oilfield Services) has led a campaign in Denver Colorado, purchasing billboards, thanking North Face for their oil and gas use.)

Trisha and Adam talk about oilfield services in a $100 barrel market, inflation, ESG and investor pressure, the underinvestment thesis, and what is happening in the market with OPEC and Russia.

Adam asks Trisha questions and they disagree a bit and debate about what is happening in the oil market. It is a great conversation and worth a listen! On June 1st, 2022 oil prices were $115.27 WTI, $116.35 Brent. Henry Hub $8.70 and Dutch TTF $/MMBTU $27. The 30 year mortgage rate was 5.57 percent.

Recorded on May 12, 2022

Episode 48 is a true PetroNerds special.  Want to see PetroNerds in action? Actually giving a client presentation? Listeners of the PetroNerds podcast get to hear and see this fun fast paced 40 minute talk, soup to nuts, on the global economy and global oil market.  This was an actual recorded presentation given to a public E&P on May 12th, 2022. 

Trisha Curtis walks you through the global oil market, recession risks and realities, inflation, the impact of high oil prices and high inflation on the economy and oil demand, the food and energy crisis, what is happening in the US economy and housing market, the entrenched war in Ukraine and the impact this is having on Europe's economy and the global food crisis, Trisha's contrarian and real world views on ESG, US oil and gas activity and the impact of ESG and investor pressure on public operators, their oil production, and the current energy crisis, and why this all matters for oil demand, oil prices, and your business. On May 12th, 2022 WTI was $106.13, Brent $107.45, Henry Hub 7.74, and Dutch TTF $/MMBtu $32.62.