In the 9th episode of the PetroNerds podcast, Trisha Curtis and Ethan Bellamy talk about the rise in the US rig count, OPEC Plus adding barrels to the market, the role of the Saudis in these moves, oil demand and oil supply, oil demand growth in the US, China importing 1 mbd from Iran, and the trouble with Indian and Chinese coal consumption and CO2 emissions.

In Episode 8, part two of the St. Paddy’s day doubleheader, Trisha and Ethan crush on Chevron (CVX) and the company’s approach to the energy transition and short cycle economics, pick apart China’s five-year plan, and analyze the Biden administration’s foreign policy moves. Trisha smacks Ethan during the show – a standard feature of this healthy podcast relationship from Trisha’s dining room table.

Other mentions: Ethan applauds Chuck Yates’ dad who sheltered the Yates clan with solar and batteries during Uri, and talk about the merits of Generac’s standby generators for emergency weather. True Companies. Tallgrass. Robert Norton. Deb Haaland, the new Secretary of the Interior. Kinder Morgan. Mountain Valley Pipeline. Dakota Access. Chinese Capitalism. Hong Kong. Chinese and Indian coal.

Trisha Curtis and Ethan Bellamy bring you a special two part St. Patrick’s Day special diving into hot oil prices, inflation, OPEC Plus compliance, and a real discussion and attempt to help listeners define and better understand the term “energy transition” and give it some actual context.

Episode 7 is part 1 of this not to be missed discussion on what the energy transition is and how academics are defining it as well as a discussion on the newly released and rather controversial IEA 2021 Oil Report released on March 17, 2021 with some very aggressive oil demand reduction forecasts. Trisha talks about oil demand forecasts, the concept of the energy transition, and begins getting into China and their new 5 Year Plan.

This is a timely and must listen to episode of the PetroNerds podcast. This is one of the first Digital Wildcatter podcast mashups. Trisha Curtis shares the stage with the first guest co-host of the podcast, Robert Norton.

Robert is filling in for Ethan Bellamy this week and is another midstream expert and economist. Trisha and Robert discuss all things related to weather and energy after the major storm that rocked Texas and much of the US during the second week of February and get into the weeds of pipelines, production, and power failures.

They also discuss Colorado’s proposed ban for natural gas in new builds and propane and Enbridge Line 5 in Michigan. The letter from the state of New Mexico to the Department of Interior is discussed, calling out the unfairness of recent legislation impacting New Mexico which has more Federal Land than Texas. Inflation and the run up in oil prices is discussed at length. And Trisha gets into the weeds on the recent meeting of Oil Ministers and oil majors in Riyadh for the IEF/OPEC meeting where both BCG and BP comment on ESG and the market misunderstanding that oil companies still need to invest in oil.