The PetroNerds Podcast

In episode 16 of the PetroNerds podcast Trisha Curtis and Ethan Bellamy discuss the market trends and themes taking place in the US upstream space, specifically the Permian Basin. They review the earnings calls of EOG Resources, Pioneer Natural Resources, Diamondback Energy, and Liberty Oilfield Services and put it all into a digestible market context and outlook. While concerns about higher services costs and inflation are present, efficiency gains such as longer laterals, faster drilling times, and faster and more efficient frac operations, and are a major theme throughout earnings season and have long term implications.

In episode 15 of the PetroNerds podcast, Trisha Curtis and Ethan Bellamy discuss the current status of the Colonial pipeline (which had not resumed operations at the time) and get into oil prices, the US dollar, and all things inflation and Fed moves or lack thereof.

Trisha Curtis and Ethan Bellamy come out swinging in the second part of this windy and nerdy two parter. They get into the color and commentary in BP’s Q1 2021 earnings call and the major themes discussed including EV charging stations in the UK and Europe, offshore wind, and BP’s move from an IOC to an IEC. And then Trisha and Ethan bring this two-part episode full circle by getting into the Arab News interview with Saudi Arabia’s Crown Prince Mohammed Bin Salman and his comments on US and Russian oil supply.

Trisha and Ethan’s discussion on this interview and how MBS thinks and how it relates to the global oil market and the energy transition makes this a must listen to episode.

Episode 13 of the PetroNerds podcast is part 1 of a nerdy two parter on oil prices, oil demand outlooks, US oil demand, OPEC plus, Biden’s recent policy moves, and the Senate hearing on the suspension of oil and gas leasing on Federal Land, pending review.  This episode covers a lot of ground and is very timely. 

You are not going to want to miss it.  Stay tuned for part two, episode 14 where Trisha and Ethan get into the BP earnings call and the interview with Saudi Arabia’s Crown Prince Mohammad Bin Salman or MBS.

In episode 12 of the PetroNerds podcast, Trisha Curtis sits down with Louis Baltimore of Hyliion trucking. Trisha and Louis talk about natural gas combined with battery technology in the trucking space and what types of solutions Hyliion has to offer the market.

This is the first interview/discussion with a guest on the PetroNerds podcast. Trisha and Louis get into discussions of the role of natural gas in the trucking space, the market in the US, and potential markets abroad.

Trisha Curtis and Ethan Bellamy take it into overdrive with a dense and timely podcast covering everything from DAPL to Iran. They discuss IEA’s oil demand increase, oil prices, US efficiency gains, the merits of hedging, the potential nuclear deal with Iran, Iran’s uranium enrichment, and what it means if Iran adds barrels to the market. They get into two recent Bloomberg articles on Chinese solar panels in Xinjang and BP’s selloff of Alaska, and bring it home with an update on the Dakota Access pipeline hearing and Trisha’s more nuanced take on legal precedent vs. Army Corp punting.

(Trisha accidentally said Guernsey is in southwest Wyoming when she meant to say Guernsey was in southeast Wyoming, just off the border of Nebraska.)