The PetroNerds Podcast

In this episode, Trisha and Ethan review oil and gas market activity, the case for $100 oil, Trisha’s recent field trip to Midland, Texas, and the Liberty Oilfield Services (LBRT) investor day. The podcast covers the evolution of well economics as sand move from outside the basin to in-basin and now looks to be heading to local sand mining. At Liberty, “Happy Valley” economic evaluation of proppant and lateral length help solve for optimal well recoveries.

In episode 19 of the PetroNerds podcast, your host Trisha Curtis, CEO of PetroNerds, and cohost Ethan Bellamy get into the very hot topics of ExxonMobil’s board seat debacle with activist investor group Engine No.1, Biden’s doubleheader Executive Orders on climate change, and the Dakota Access pipeline decision in favor of Energy Transfer and DAPL. 

Trisha and Ethan discuss the implications and meaning of activist investors and put in context the overarching Executive Orders by the Biden administration which have far-reaching consequences for the financial system and procurement of contracts.  They finish the podcast with a lengthy discussion on the Dakota Access pipeline ruling by Judge Boasberg, in favor of the pipeline.  This is an incredible episode that you do not want to miss.  It is jam-packed with market intel.

In episode 18 of the PetroNerds podcast, Trisha Curtis comes out swinging on OPEC, Iran, and inflation. This is an episode you do not want to miss. Trisha and Ethan discuss OPEC’s latest moves, rising oil prices in the context of rising inflation, and the role of the US dollar.

They also discuss Iran and Saudi Arabia’s behavior and supply and demand in oil. They round out the lively discussion by talking about natural gas and the controversy of banning it in some cities for newly build homes. This is the podcast on oil, energy, and policy. This is a two-part episode. If you want to hear all about Exxon’s board debacle, Biden’s recent executive orders, and the Dakota Access pipeline, stay tuned for next week.

In episode 17 of the PetroNerds podcast, your host Trisha Curtis and cohost Ethan Bellamy discuss the implications for removing sanctions on Iran and the impact it could have on the oil market and is having on the oil market and talk about the very controversial International Energy Agency (IEA) report which called for all investment in fossil fuels to stop immediately.

Trisha and Ethan talk about the relationship between Iran, China and the US and how Iran is playing their cards. In addition to getting deeper into oil prices, inflation, and the macro, they get into IEA’s new flagship report which calls for all fossil fuel investment to stop if the world is to achieve net zero by 2015. The IEA Net Zero report can be found here: https://www.iea.org/reports/net-zero-by-2050