The PetroNerds Podcast

In episode 30 of the PetroNerds podcast, Trisha Curtis sits down with Mark Rossana, CEO of C6 Capital and fellow macro nerd. 

Mark and Trisha talk about the US rig count, the US DUC count, and the US frac spread count. They get into the weeds and nuances of the rig count, the drawdown in DUCs (drilled but uncompleted wells), and frac fleets. They discuss simul fracs and what percentage of the Permian is actually running simul or twin fracs.

Trisha makes sure to pull the micro to the macro with inflation talk and a word on the IEA’s (International Energy Agency) now “free” World Energy Outlook, prepared in advance of the big climate change COP 26 talks. And Trisha and Mark close it up talking about China and the real concerns for economic growth and recession.

Consider this part 1 of the Trisha Curtis Mark Rossano energy and economic nerd fest.

In this special episode on the global energy crisis, Trisha Curtis takes you through the global energy markets to explain how this rise in energy prices happened and why it matters. 

This episode starts with oil prices and OPEC Plus and their decision to maintain output increases of 400,000 bd on October 4, 2021. 

From there, Trisha dives into the global energy crisis, discussing the nuances of the European and UK market, lack of storage, weather shifts, wind, and hydropower, and dovetails this into what is happening in China. 

She explains China’s recent weather, drawdowns in coal, and reduced hydro and wind power, further exacerbating this perfect energy crisis storm. Trisha rounds this out by talking about economic growth, inflation, and risks to energy prices and economic growth. 

Of course, the latest White House Press Briefing is mentioned. And the closer is on China and their housing, real estate, and property bubble that most do not want to believe is a problem.

In this very special 1.5 hour-long podcast, Trisha Curtis sits down with the CEO of Liberty Oilfield Services, Chris Wright, and nerds out on everything from the global oil market to frac sand. This was a live event at Liberty Oilfield Services, put on by the Denver Petroleum Club.

Trisha and Chris talk about Liberty’s ESG report on energy poverty, Chris’ take on the battle against CO2, ESG, China, US regulations against oil and gas, inflation, rising electricity and energy costs, and simul frac and frac sand.

This is a dense and lively discussion followed by questions from the audience. It is an honest and analytical take on the energy industry, CO2, ESG moves, and oil and gas equities.

In episode 27 of the PetroNerds podcast, Trisha Curtis sits down with Yogashri (Yoshi) Pradhan, Senior Reservoir Engineer at Endeavor Energy Resources to discuss the biggest industry trends, themes, and takeaways from the recent SPE workshop on unconventional completions.  Low-cost diagnostics, including the use of vertical wells, pressure gauges, and tracers were some of the major themes. 

Yoshi also talks about the paper she presented on behalf of Endeavor and the work and progress Endeavor has made on completions, infill development, and parent-child well dynamics.

In this episode of the PetroNerds podcast, Trisha Curtis speaks with Ben Cook of BP Capital. They discuss a range of issues surrounding investing in oil and gas and hydrocarbons and renewables. They talk about investing in oil equities, the nature of the market, the generalist investor, how operators are going to win back investors, ESG, trends and themes in Q2 2021 earnings, and the role of oil prices and market stability in investing.

This podcast covers the gauntlet and hits on many issues Trisha had been touching on throughout the PetroNerds podcast.