The PetroNerds Podcast

By The PetroNerds PodcastBusiness Investing Management

The PetroNerds Podcast episodes

January 27, 2022 “Unsettled,” Talking Climate Change with Steven Koonin
In episode 37 of the PetroNerds podcast, Trisha Curtis sits down with Steven E. Koonin, the author of "Unsettled." Trisha and Steve discuss the premise of the book, the elevation of climate change in policy making, potential pitfalls in the data, and the controversial topic of understanding how much humans are influencing global warming and the certainty of that in the reports and analysis.
This is a frank discussion about the cost of the energy transition and the certainty or lack thereof that climate change is indeed a "code red for humanity." This is a nerdy and controversial topic podcast filled with analysis and questions. Steve and Trisha discuss the definitions of "climate" vs. "weather," the the importance of having a proper discussion and debate on how to address concerns about climate change and global warming, the ability to accurately model and have high degrees of certainty, grid reliability, the IEA's net zero by 2050 report, monetary policy, Xcel's shutting down of coal fired power plants and rate hikes, and Steve's comment that "net zero by 2050 is a fantasy."
This book is about "What Climate Science Tells Us, What it Doesn't, and Why It Matters." Steven is the former Undersecretary for Science at the US Department of Energy for the Obama Administration and the former Chief Scientist with BP. This is timely, nerdy, and a must listen to episode of the PetroNerds podcast.
58 min
January 14, 2022 Russian Energy with Tatiana Mitrova
Episode 36 of the PetroNerds podcast is an incredibly detailed 1 hour and 17 min recording on all things Russia with expert Tatiana Mitrova. Tatiana is well known for her knowledge and expertise of Russian oil and gas production and exports.
We talk about Russian oil and gas production volumes, the ability for Russia to produce at a lower fiscal breakeven than many other major producing countries, and some of the recent geopolitical issues with Russian gas and Europe. We discuss what happened over the course of 2020 and 2021 in Europe and Russia with regards to gas production, volumes going to Europe, and Europe's energy crisis, especially in the context of Russia's aggression against Ukraine and Europe's doubling down on renewables and exiting from natural gas, coal, and nuclear.
Tatiana and I talk about energy security, the energy transition, and Russia's relationship with China. This is a very special, not to miss episode on Russian oil and gas production and geopolitics.
1 hr 18 min
January 10, 2022 New Year Geopolitics: Energy, Russia, and China with Mark Rossano
Happy New Year and welcome back to the PetroNerds podcast and the first recording of 2022. It is January 10th, 2022 and in this episode of the PetroNerds podcast, Trisha chats with Mark Rossana about Russia, China, Kazakhstan, Xinjiang, energy prices, and European and US inflation.
This is another special episode, making up for lost time, an hour of conversation with Mark Rossano, and a 20-minute recap with Trisha Curtis. Trisha and Mark get into the nuances of the US inflation and the Fed's response to increase rates and tamp down on inflation and the European Central Bank's lack of response to deal with inflation.
They discuss the economy and economic growth, as well as the issue erupting in Kazakhstan and how it coincides with the build-up of Russian troops on the Ukrainian border and reduced natural gas, flows from Russia into Europe. They also talk about China. Trisha recaps the discussion with clarifications on China and Xinjiang and the impending supply chain issues coming in 2022, China's property sector woes, and what this all means for energy and prices and why this should matter to you.
1 hr 20 min
January 08, 2022 Oil Equities and Decarbonization with Dan Pickering
Happy New Year and welcome back to the PetroNerds podcast. In this episode, Trisha Curtis, host of the PetroNerds podcast nerds out with Dan Pickering of Pickering Energy Partners. This is a special 1-hour 17-minute podcast. Trisha and Dan cover everything from oil prices, market sentiment, inflation, decarbonization, ESG, and investor pressure.
They talk about oil prices, the role of market sentiment, the strength and health of the US and global economy, and inflation. Dan discusses how long the debt bubble took to burst and take down the US economy, suggesting that the market may continue to move higher as sometimes things take a lot longer to play out. Dan thinks "there is more gas in the tank."
Trisha and Dan discuss decarbonization in the context of investing and Trisha pushes the question of whether or not all these investments are actually resulting in decarbonization or lower carbon emissions. A healthy dose of economics and China talk is sprinkled throughout the conversation.
1 hr 18 min
November 10, 2021 The US Economy With DRW
https://youtu.be/yDBn4NzJDxE
Trisha Curtis and David Ramsden Wood, known to many as DRW, spend 57 minutes discussing energy, inflation, policies, and the US economy in episode 33 of the PetroNerds podcast.
Trisha and David dive into the US economy and energy market and discuss several significant events that have taken place over the past couple of weeks, including US Energy Secretary Granholm’s interview on Bloomberg while at COP 26 last week, green and ESG pressure in the US oil equity space, inflation, the Fed, interest rates, the US jobs report on Friday, Nov 5, 2021, Biden’s call on OPEC Plus to increase output, OPEC Plus’ agreement not to increase output further than their agreed-upon 400,000 b/d monthly increases, and the role of high energy prices and the current energy crisis.
All of this is covered and more. DRW works in his Tesla and Permian acquisitions talk and well as the housing market. This is a total show stopper and not to be missed episode of the PetroNerds podcast.
59 min
November 10, 2021 The US Economy with DRW | Petronerds Podcast
Trisha Curtis and David Ramsden Wood, known to many as DRW, spend 57 minutes discussing energy, inflation, policies, and the US economy in episode 33 of the PetroNerds podcast. Trisha and David dive into the US economy and energy market and discuss several significant events that have taken place over the past couple of weeks, including: US Energy Secretary Granholm's interview on Bloomberg while at COP 26 last week, green and ESG pressure in the US oil equity space, inflation, the Fed, interest rates, the US jobs report on Friday Nov 5, 2021, Biden's call on OPEC Plus to increase output, OPEC Plus' agreement not to increase output further than their agreed upon 400,000 b/d monthly increases, and the role of high energy prices and the current energy crisis. All of this is covered and more. DRW works in his Tesla and Permian acquisitions talk and well as the housing market. This is a total show stopper and not to be missed episode of the PetroNerds podcast.
0 min
November 03, 2021 Inflation, Recession Risk, and Investor Pressure/ESG | Petronerds Podcast
Episode 32 of the PetroNerds podcast is the second half of the double header with Mark Rossano. This is a continuation of the conversation on China and the global energy crisis. In this podcast Trisha and Mark talk about how inflation and the global energy crisis are interwoven and what the risks are to global economic growth and energy prices. This is a great discussion on inflation in the US and the impact it is having on the economy and spending power. This dialogue evolves from inflation and recession risk to rising interest rates and investor pressure and the role of ESG and the dislocations it is creating for public oil and gas companies. Trisha points out the evolving nature of investor pressure and the lack of defined targets for ESG. They close this conversation by taking it all the way to private investment and private equity and the role of lower oil prices and the benefit lower price had on the US and global economy.
0 min
November 03, 2021 Inflation, Recession Risk, and Investor Pressure/ESG
https://youtu.be/TqKpoyP-Gjk
Episode 32 of the PetroNerds podcast is the second half of the double-header with Mark Rossano. This is a continuation of the conversation on China and the global energy crisis. In this podcast, Trisha and Mark talk about how inflation and the global energy crisis are interwoven and what the risks are to global economic growth and energy prices.
This is a great discussion on inflation in the US and the impact it is having on the economy and spending power. This dialogue evolves from inflation and recession risk to rising interest rates and investor pressure and the role of ESG and the dislocations it is creating for public oil and gas companies.
Trisha points out the evolving nature of investor pressure and the lack of defined targets for ESG. They close this conversation by taking it all the way to private investment and private equity and the role of lower oil prices and the benefit lower prices had on the US and global economy.
50 min
October 29, 2021 China, Economic Growth, and the Global Energy Crisis | Petronerds Podcast
In episode 31, Trisha Curtis and Mark Rossano, CEO of C6 Capital, go into a double header with part two of their nerdy convo. This is a 45 minute conversation on everything from China to economic growth to the global energy crisis. China's recent miss on GDP for the third quarter is discussed along with coal, hydro, and wind power and much much more. The importance of China and what it means for global economic growth and energy prices is also discussed. This podcast was recorded as a longer segment on China and the energy crisis, inflation, and investor pressure. Inflation and investor pressure will be address in part 3 with Mark Rossano in episode 32.
0 min
October 28, 2021 China, Economic Growth, and the Global Energy Crisis
https://youtu.be/d0_-iZTqNSA
In episode 31, Trisha Curtis and Mark Rossano, CEO of C6 Capital, go into a double-header with part two of their nerdy convo. This is a 45-minute conversation on everything from China to economic growth to the global energy crisis.
China’s recent miss on GDP for the third quarter is discussed along with coal, hydro, and wind power, and much much more. The importance of China and what it means for global economic growth and energy prices are also discussed.
This podcast was recorded as a longer segment on China and the energy crisis, inflation, and investor pressure. Inflation and investor pressure will be addressed in part 3 with Mark Rossano in episode 32.
45 min