The PetroNerds Podcast

By The PetroNerds PodcastBusiness Investing Management

The PetroNerds Podcast episodes

October 22, 2018 The PetroNerds Podcast – Episode 11: Prop 112
In this episode of the PetroNerds Podcast, Trisha Curtis discusses the ins and outs of Colorado’s controversial ballot measure, Proposition 112 (Increased Setback Requirement for Oil and Natural Gas Development), and provides some background on the current state of oil and gas production in Colorado.
Show notes:
Maps of the increased setback and “vulnerable” areas off limits to future oil and gas development can be found here: https://cogccmap.state.co.us/cogcc_gis_online/
The State Ballot Information Booklet: http://leg.colorado.gov/sites/default/files/2018_english_final_for_internet_updated_language_73_0.pdf
The Fiscal Impact Statement: http://leg.colorado.gov/sites/default/files/images/final_fns_for_web.pdf
Subscribe to the PetroNerds Podcast in iTunes and TuneIn.
Carry On by The New Valleys has been modified and is licensed under an Attribution License.
31 min
April 05, 2018 The PetroNerds Podcast – Episode 10: Crushin’ on the Powder River Basin
In this episode of the PetroNerds Podcast, Trisha Curtis dives into the Powder River Basin (PRB). She discusses the basin’s operators, reservoirs, productivity, and outlook. This episode covers several themes and highlights from Q4 2017 earnings calls.

Subscribe to the PetroNerds Podcast in iTunes and TuneIn.
Carry On by The New Valleys has been modified and is licensed under an Attribution License.
33 min
January 31, 2018 The PetroNerds Podcast – Episode 9: Get Ready for Q4 Earnings with a Reflection on Q3 (CLR and CDEV)
As we approach the release of Q4 2017 earnings for independent US oil and gas companies, Trisha Curtis reflects on Q3 earnings comments from Continental Resources CEO Harold Hamm and Centennial Resource Development CEO Mark Papa. Her discussion examines CEO forecasts for Q4 related to profitability, productivity, and macroeconomics, creating benchmarks for us to assess not only the accuracy of these projections but also how market sentiment has changed since last quarter given the rise of oil prices and US oil production volumes.
Subscribe to the PetroNerds Podcast in iTunes and TuneIn.
Carry On by The New Valleys has been modified and is licensed under an Attribution License.

33 min
October 27, 2017 The PetroNerds Podcast – Episode 8: The Great Rebalance?
In this month’s podcast, Trisha Curtis discusses crude oil prices hitting $60 dollars per barrel, the longevity of the much ballyhooed rebalance, supply and demand fundamentals, OPEC activity (accord or discord?), Saudi refined products, as well as GOR concerns in the shale sector and service company Q3 earnings calls (Schlumberger, Halliburton, Baker Hughes – GE).
Subscribe to the PetroNerds Podcast in iTunes and TuneIn.
Carry On by The New Valleys has been modified and is licensed under an Attribution License.

40 min
September 14, 2017 The PetroNerds Podcast – Episode 7: Cash Flow Concerns, Tech Sector Analogies, HedgeAware Intro
In this episode of The PetroNerds Podcast, Trisha Curtis discusses free cash flow concerns surrounding the US shale industry and comparisons to mainstream but cash flow negative tech companies. This conversation explores differences in business models, pricing, intellectual property development, and buy-in costs. Trisha also introduces PetroNerds’ new HedgeAware platform and covers hedging and financial data gleamed from Q2 2017 earnings calls.
Download the podcast slides using the link below to follow along with the hedging and CAPEX discussion and to learn a bit more about HedgeAware.
Download Podcast Slides

Carry On by The New Valleys has been modified and is licensed under an Attribution License.
31 min
June 04, 2017 The PetroNerds Podcast – Episode 6: Frac Sand Frenzy, Hundred Mesh Madness
In Episode 6 of the PetroNerds podcast, Trisha Curtis discusses the burgeoning frenzy for 100 mesh frac sand, the shift to finer grain sand, rising prices, and the research that seeks to explain the relationship between finer sands and increased productivity.

Carry On by The New Valleys has been modified and is licensed under an Attribution License.
29 min
April 01, 2017 The PetroNerds Podcast – Episode 5: PetroNerds in Riyadh, Saudi Aramco IPO, OPEC vs Shale, New Pipeline Impact
In Episode 5 of the PetroNerds podcast, Trisha Curtis discusses her recent trip to Riyadh, Saudi Arabia and her presentation there before the IEF (International Energy Forum), Saudi Aramco’s IPO and some of its challenges, how shale resiliency is causing disarray in OPEC, and Keystone, DAPL, and activity levels in the Williston Basin.
Carry On by The New Valleys has been modified and is licensed under an Attribution License.
25 min
February 09, 2017 The PetroNerds Podcast – Episode 4: More Permian Basin Acquisitions, Per Acre Costs Getting Pricey
Episode 4 of the PetroNerds Podcast tackles two Permian-centric acquisitions: ExxonMobil’s purchase of Bass and Noble’s purchase of Clayton Williams. Host Trisha Curtis discusses these deals, Permian well productivity, and some potential headwinds for new Permian entrants, including high acreage acquisition costs, constrained capital budgets in a low price environment, the specter of rising service costs, and the need to quickly drill to hold acreage in the Permian.
In addition to the free sample slide deck available below, PetroNerds is making the full podcast slide deck available for just $99 to help listeners follow along in great detail.
Each slide deck is densely packed with data, charts, analysis, and other news related to the podcast. This month’s slide deck provides nearly 30 slides and includes asset overviews for the Permian positions of ExxonMobil/XTO, Bass/BOPCO, Noble, and Clayton Williamsas as well as oil well productivity comparisons for the Bone Spring, Wolfcamp, Trend Area, and Delaware across both Texas and New Mexico. This month’s slide deck is just $99 or you may purchase a 1-year subscription (12 decks) to the PetroNerds Podcast slide deck for $999.
Purchase This Month’s Slide Deck for $99
Subscribe to One Year of PetroNerds Podcast Slide Decks – $999
The PetroNerds Podcast – Free Episode 4 Slides
Carry On by The New Valleys has been modified and is licensed under an Attribution License.
50 min
December 20, 2016 The PetroNerds Podcast – Episode 3: OPEC’s Cuts, America’s Rig Ramp, and Water Production in the Shale Patch
In Episode 3 of the PetroNerds Podcast, Trisha discusses OPEC’s November production cut deal, the rapid growth of America’s drilling rig count, and associated water production costs and issues in the shale patch.
The PetroNerds Podcast – Free Episode 3 Slides
The PetroNerds Podcast – Free Episode 3 Slides
Carry On by The New Valleys has been modified and is licensed under an Attribution License.
52 min
November 12, 2016 The PetroNerds Podcast – Episode 2: The Activity Behind the Earnings Calls: Continental Resources, Oasis Petroleum, Pioneer Natural Resources, EOG Resources
In Episode 2 of the PetroNerds Podcast, Trisha discusses the recent activity of several Bakken, Anadarko Basin and Permian Basin players (Continental Resources, Oasis Petroleum, Pioneer Natural Resources, and EOG Resources) and how that activity fits within their recent earnings calls.
The PetroNerds Podcast – Free Episode 2 Slides
(Note: the full slide deck to this podcast can only be accessed through the PetroNerds Bundle. Sign up for a free trial now!)
Carry On by The New Valleys has been modified and is licensed under an Attribution License.
1 hr 10 min