Liberty Frac Part 1

The PetroNerds Podcast

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הוסף לפני eight שנים

תוכן מסופק על ידי The PetroNerds Podcast. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי The PetroNerds Podcast או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Biscuits & Jam

1
Encore: Jessica B. Harris Believes in a Welcome Table 42:14

לפני 22 ימים42:14

הפעל מאוחר יותר

רשימות

לייק

אהבתי

42:14

Episode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…

לפני שנתיים 50:58

MP3•בית הפרקים

Recorded on June 12, 2023 and May 25, 2023

https://www.youtube.com/watch?v=24mxsHDmb_s

Episode 86 of the PetroNerds podcast is part one of an incredible two part special with Liberty Energy’s Director of R&D, Roy Aune.

Trisha Curtis sits down with Roy at Liberty’s office to discuss the state of the frac market and the evolution of frac, the role of natural gas, Tier 2, Tier 4, Dual Fuel for Tier 2 and Tier 4, and the electric frac fleet. Roy talks about the trends of the market and where Liberty is going, the move towards 100 percent natural gas and the Digi frac suite of technologies. This move is about emissions, but it is also about cost.

Trisha and Roy discuss the impetus behind electric frac and what drove Liberty’s pursuit. They get into field gas and the lessons of field gas. They talk about the white paper Liberty Energy put out “The Next Generation of Fracturing Fleets, A Liberty ESG Evaluation,” the Btu requirements for gas, critical aspects of the supply chain and management of logistics, the benefits of Dual Fuel and the differences between Tier 2, Tier 4, and Dual Fuel engines and what the market is currently made up of.

This conversation explains the EPA standards, engine and maintenance costs, and the the pros and cons of each set up. The first part of this two part special closes with what an electric frac fleet actually is, how it is powered by natural gas, how it works, and what the electricity requirements are and why gas works well to generate that electricity.

This is a must listen to podcast for everyone in and outside of the oil and gas industry. https://www.libertyenergy.com/technical-papers/the-next-generation-of-fracturing-fleets-a-liberty-esg-evaluation/

Listen on Itunes

146 פרקים

#Business #MBA #Trading #PetroNerds

Liberty Frac Part 1

The PetroNerds Podcast

published לפני שנתיים

שתפו

MP3•בית הפרקים

Recorded on June 12, 2023 and May 25, 2023

https://www.youtube.com/watch?v=24mxsHDmb_s

Episode 86 of the PetroNerds podcast is part one of an incredible two part special with Liberty Energy’s Director of R&D, Roy Aune.

Listen on Itunes

146 פרקים

#Business #MBA #Trading #PetroNerds

כל הפרקים

The PetroNerds Podcast

1
China, Tariffs, and Oil Prices 1:16:34

לפני 7 ימים1:16:34

1:16:34

Recorded on June 9, 2025 and April 1, 2025 https://www.youtube.com/watch?v=I0e8wbiMGKM Episode 133 of the PetroNerds podcast is another PetroNerdy special and the first stop on the PetroNerds university tour. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is at the Colorado School of Mines in a fireside chat. She is joined by her host, Morgan Bazilian, Director of the Payne Institute at Colorado School of Mines. In this one-hour conversation, Morgan covers a range of questions with Trisha, ranging from inflation and the state of the economy to oil prices and the health of the oil and gas industry. He asks questions and Trisha get into politics, Administrations, policies, and China. There are a few areas that go unaddressed in this conversation. Trisha Curtis introduces this podcast with a short and fresh introduction on oil prices at $65 a barrel. She discusses Iran, Russia’s ambitions in Ukraine, and talks with China all driving up oil prices. Trisha Curtis is recording from Newcastle, Wyoming. This is another heavy hitter you are going to want to listen to and pass along to your colleagues and friends! Listen on Itunes…

The PetroNerds Podcast

1
Oil and Nuclear 1:18:56

לפני 24 ימים1:18:56

1:18:56

Recorded on April 29, 2025 https://youtu.be/0TjOHjQXxuo Episode 132 of the PetroNerds podcast is a true PetroNerdy special and the first PetroNerds podcast with a focus on nuclear energy. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is joined by guest Doug Sandridge, Senior Vice President of Fulcrum Energy Capital Funds. He is also the founder of Oil and Gas Executives for nuclear. Trisha and Doug open this podcast talking about oil prices and the state of the oil and gas industry and then dive into the topic of nuclear power and energy. They cover an overview of nuclear power in the US and the world, Doug’s interest in nuclear as an oil and gas executive, and a lot in between. Trisha and Doug talk about China, the Middle East, active nuclear plants in the US, and saving plants vs. building new nuclear plants. They talk about the difficulty in building new nuclear plants and why as well as the current optimism and momentum around nuclear energy. They discuss the role of nuclear energy and power and the need for affordable reliable energy. Listen on Itunes…

The PetroNerds Podcast

1
“Energy is Power” 1:57:53

לפני 6 weeks1:57:53

1:57:53

Recorded on May 7, 2025 and January 16, 2025 https://youtu.be/AsKA7RStov4 Episode 131 of the PetroNerds podcast is a true PetroNerds special. This podcast is the lecture Trisha Curtis gave at the Eisenhower School for National Security and Resource Strategy on January 23, 2025. In this lecture Trisha explains that energy is power, literally and figuratively, and she spends time putting energy in the context of geopolitics getting into the weeds on the US, China, and Russia. This introduction is special in and of itself. Trisha explains what is happening in oil prices and why they are oversold and gets into OPEC output increases and why this actually makes sense right now. In this heavy hitting geopolitical lecture Trisha covers Iran, Saudi Arabia, demand for power generation, energy realities and geopolitics, coal, natural gas, and oil, and net zero being a fantasy. She discusses US energy leverage and dominance that has not been leaned into and used, energy implications for auto manufacturing and military capacity, ammunition supply, implications for the global economy of traditional fuels, getting real on the energy transition, lack of information in the market place and the lack of appropriately evaluating traditional fuels. Trisha also covers the onerous regulations and aggressive green policies in Europe and their lack of participation in AI, their deindustrialization, and their inability to defend themselves. Trisha gets into oil prices, the health of the US and global economy, the role of natural gas prices and the impact to hurting US manufacturing, resiliency of US shale, natural gas prices and US oil and gas production, OPEC spare capacity and global spare capacity and Saudi production. She further discusses Germany’s unhealthy economy, stagflation, high electricity prices, rising unemployment, and increasing manufacturing capacity sitting idle, and their exposure to China, the SPR and the actual use cases for it and selling off, Ford and CATL, climate change and the techolongs of wind, solar, and batteries in extreme temperatures, She covers the importance of infrastructure and pipelines, the US leaving the Paris Climate Accords, the US exporting more LNG and increasing global energy security, Chinese auto dumping and undercutting global manufacturing, and China’s fictitious GDP growth. Trisha spends a lot of time in the Q&A talking about electricity, wind and solar, Chinese coal and competition, the US SPR and refilling it, US shale and execution during and coming out of COVID, longer laterals and less wells and less rigs, global primary energy consumption, AI and electricity demand, Chris Wright, LNG, and America being open for business. Listen on Itunes…

The PetroNerds Podcast

1
Buckle Up – Oil and Geopolitics 1:11:20

לפני 8 weeks1:11:20

1:11:20

Recorded on April 24, 2025 and March 18, 2025 https://youtu.be/L6O9xlM-R7c Episode 130 of the PetroNerds podcast is the show stopping jam packed talk Trisha Curtis gave at the Houston Producers Forum on March 18th, 2025. Do not worry, she gets you up to speed on oil prices with a short introduction to this heavy hitting talk. Trisha discusses oil prices being oversold and the 10 year yield in the introduction. At the Houston Producers Forum talk Trisha covers oil prices and what is driving oil prices, geopolitical volatility, natural gas prices, Chris Wright’s leadership in Washington, CERA week capitulation and “peak shale” talk, coal, wind and solar power, China, the IEA and Fatih Birol, tariffs and the de minimis rule, Mexico and Vietnam, the Chinese economy and global oil demand, inflation and the weakened consumer, DeepSeek, and Chinese industrial electricity consumption. Trisha further covers geopolitics including Iran, Russia, Ukraine, and China, economic uncertainty and tariffs, and the health of the consumer, energy is everything, and US oil and gas production dominance. And yes, she does this all in 40 minutes. Listen on Itunes…

The PetroNerds Podcast

1
Tariffs and Geopolitical Volatility 1:50:58

לפני 11 weeks1:50:58

1:50:58

Recorded on April 2, 2025 and January 16, 2025 https://youtu.be/27hcScjfsmo Episode 129 of the PetroNerds podcast a heavy hitting round the world tour on tariffs, geopolitics, and volatility. This is the energy dense talk Trisha Curtis gave to the Denver Association of Petroleum Landmen on January 16th, 2025 titled “Outlook for 2025: Optimistic Uncertainty Mixed with Volatility” at the Denver Earth Resources Library. Trisha opens this podcast with a quick take on Chinese tariffs announced on April 2nd and US competition with China. In this presentation Trisha gets into the run up in oil prices in the first two weeks of January, sanctions on Russia, the Fed and inflation, geopolitics, the US economy, and the global macro economy. While Trisha is optimistic about Chris Wright and potential energy policies in the US, she is less certain about the health of the US economy and the US consumer and she is outright concerned about the global economy. Listen on Itunes…

The PetroNerds Podcast

1
The US Economy and Health of the Consumer 53:48

לפני 13 weeks53:48

53:48

Recorded on March 17, 2025 and March 19, 2025 https://www.youtube.com/watch?v=OaJkh84vf40 Episode 128 of the PetroNerds podcast is an exceptionally timely jam-packed market update on the economy and the health of the US consumer. This a St. Patrick’s Day special and Trisha Curtis, CEO of PetroNerds, gets into the color of Kohl’s earnings call talking about pressure on discretionary spending for lower income consumers, Costco’s earnings call talking about pressure on the higher income consumer, and the major airlines talking about changes in consumer sentiment and shifts in flying. She talks about the Federal Reserve’s commentary on the US economy, growth, and unemployment. She discusses inflation and the impact of lasting inflation on the consumer, the average hourly work week, and what is happening under the hood in employment. Trisha also discusses President Trump and the Secretary of Treasury’s comments on recession vs. a pullback in the stock market, jobs cuts in DC from the government to contractors, tariffs, oil prices, and geopolitics. PetroNerds and Trisha Curtis are NOT advising on stocks or investments in any form. Listen on Itunes…

The PetroNerds Podcast

1
Oil Prices and Oscillating Volatility 1:17:40

לפני 14 weeks1:17:40

1:17:40

Recorded on March 7, 2025 and February 28, 2025 https://youtu.be/r7-WmGRE6zM Episode 127 of the PetroNerds podcast is another energy dense and intel rich jam packed podcast on everything you need to know to get you caught up on the oil market and the economy. This podcast is the conversation between Jason Isaac, CEO of the American Energy Institute, and Trisha Curtis, CEO of PetroNerds, recorded as a livestream on February 28th, 2025. Trisha introduces this podcast with a fresh market update talking about oscillating volatility, oil prices, the stock market, oil demand and tariff fears. She gets into the Federal Reserve’s comments on the economy and the fears and nervousness in the market. Trisha spends time talking about what is going on in the stock market, in the economy, and what is happening in oil prices with supply and demand. She talks about US production at 13.5 mbd, the rig count and private companies, OPEC production increases and the Saudi nod to Trump, Saudi and Russian production, Iran sanctions, Russia and Ukraine and additional peace deal meetings and the impact on oil prices and natural gas prices. Trisha also talks about Chris Wright’s comments on oil prices. One of the biggest questions the industry is asking right now is “what price does Trump want for oil?” She also addresses the SPR and refilling the SPR and how that can be used to put a floor on oil prices. And yes, she does this all in 20 minutes. The hour-long conversation between Trisha and Jason proceeds with more color and detail on all of the above and the latest economic trends in oil, natural gas, and coal, Federal energy policies, tariffs, the market, China, and the first 39 days of the Trump administration. Jason also gets into the state level. This podcast is sponsored by Efficient Markets. Reach out to PetroNerds at https://petronerds.com/. Listen on Itunes…

The PetroNerds Podcast

1
BONUS EPISODE: Fireside Chat Q&A 49:35

לפני 16 weeks49:35

49:35

https://youtu.be/nZQ8LBQ38hY If episode 126 of the PetroNerds podcast was not enough, there is more. This bonus PetroNerdy episode is the Q&A Trisha Curtis did after her talk in Midland, Texas for the Society of Petroleum Engineers on November 19th, 2024. Listen on Itunes

The PetroNerds Podcast

1
Russia, the Fed, and Midland 1:40:44

לפני 16 weeks1:40:44

1:40:44

Recorded on February 22, 2025 and November 19, 2024 https://youtu.be/IyNgLJ96GYk Episode 126 of the PetroNerds podcast is a deep dive PetroNerds special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, catches listeners up on everything happening in geopolitics and the economy before getting into her talk and presentation to a sold out crowd in Midland, Texas for the Society of Petroleum Engineers on November 19, 2024. This is an hour-long complete rip of geopolitics, oil, and the economy, post election. In the introduction of this podcast, Trisha gets into the meeting between the US and Russia, Saudi’s hosting of the meeting, the Fed’s comments on tariffs and immigration policies, actual inflation moving up in January 2025, and oil prices and economic jitters. In the Midland talk, Trisha walks listeners through the changes that will be seen in policy and the market by the Trump Administration on energy, gets into the geopolitics of the world and the relationship and thread China has with Russia, Iran, and North Korea. She covers power generation, emissions, LNG, global oil and gas demand, and closes with a look at US shale and what to expect under a Trump Administration. This is not a podcast you are going to want to miss folks. This PetroNerds podcast is everything you need to get you caught up on the market and a whole lot more. This podcast and the associated PetroNerds bonus episode are sponsored by Efficient Markets also known as EnergyNet. Listen on Itunes…

The PetroNerds Podcast

1
Oil Price Volatility, Trump, and US Shale with Chris Atherton 1:11:09

לפני 19 weeks1:11:09

1:11:09

Recorded on January 23, 2025 https://youtu.be/n4MJn2UE1w0 Episode 125 of PetroNerds podcast is your complete outlook and overview on oil prices, M&A, activity, Trump, and US shale. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is joined by Chris Atherton, the CEO of Efficient Markets, also known as EnergyNet. PetroNerds is proud to announce the first PetroNerds podcast sponsorship by Efficient Markets. This is a partnership between Efficient Markets and PetroNerds. Trisha Curtis and Chris Atherton cover everything from oil prices and M&A to changes in the regulatory landscape to infill drilling, PDP, production, and refracs. They talk about what their clients are asking them, oil price volatility, and how oil and gas prices are impacting transactions, deals, and M&A. Chris talks about the stability in oil prices in 2023 and 2024 lending itself to a good transaction environment. They talk about CAPEX and spending and the public market. Chris Atherton talks about weather in Houston and the spike in natural gas prices in 2025. They get into trends and themes and views within the industry, capital discipline, Saudi Arabia, and natural gas prices. Trisha diagress with the thought that capital will be disciplined with higher natural gas prices. She is bullish on activity in the US and the runway. She also gets into OPEC and EIA and the differing views on US shale production potential. Trisha and Chris discuss the question, will capital discipline constrain growth in the US, and at what price point? They talk about the role of private companies, deregulation, and the rig count in Wyoming and Utah reflecting the current regulatory environment and expectations under Trump. Chris talks directly about M&A under higher natural gas prices and M&A with oil price volatility. They also talk about Trump, policies, and what Trump wants for oil and gas prices and what that means for money and investment in the space. Trisha says “Hydrocarbons are back in fashion in America.” Chris discusses renewables and where wind and solar now sit on the deal side. This podcast is jam-packed and covers all of this and a whole lot more. You are going to want to listen to it more than once and share it with your colleagues and friends. If you are interested in podcast sponsorship and partnering with PetroNerds, reach out contact us here . Listen on Itunes…

The PetroNerds Podcast

1
Trump 2.0, Oil Prices, and Executive Orders 1:06:40

לפני 21 weeks1:06:40

1:06:40

Recorded on January 22, 2025 https://youtu.be/1DHtWQD9ln8 Episode 124 of the PetroNerds podcast is hot off the press PetroNerds special focussed on the inauguration of Donald Trump as the 47th President of the United States and the multiple executive orders on energy signed on his first day in office January 20th, 2025. Trisha Curtis, the CEO of PetroNerds and host of the PetroNerds podcast, is joined in this episode by Jason Isaac, head of the American Energy Institute. Trisha Curtis is also the economist for the American Energy Institute. This podcast was recorded as a livestream by the American Energy Institute on Wednesday January 22, 2025. Trisha and Jason cover the multiple executive orders focussed on energy including “declaring a national energy emergency,” pulling out of the Paris Climate Accords and “putting America first in international environmental agreements,” “unleashing Alaska’s extraordinary resource potential, and “delivering emergency price relief for American families and defeating the cost of living crisis.” They get into the actual executive orders, talk about oil prices, geopolitics, geopolitical leverage, American energy dominance, and Trump’s inauguration speech which said “we are going to drill baby drill” and “refill the SPR to the tippity top.” Trisha also talks about oil prices, what this all means to the market, Germany and decline of industrial Europe, tariffs, China, and a lot more. Listen on Itunes…

The PetroNerds Podcast

1
Higher Oil and Higher Yields 1:38:14

לפני 23 weeks1:38:14

1:38:14

Recorded January 9, 2025 and October 17, 2024 https://www.youtube.com/watch?v=-eRSxLuTl0g Episode 123 of the PetroNerds podcast is your complete market update for everything happening in 2025. This podcast is a timely and condensed talk on oil, energy, and power that Trisha Curtis gave to students at the Colorado School of Mines. This energy dense podcast gives you everything you need to get your 2025 off on the right foot. Trisha introduces this podcast with a thorough market update covering the rise in oil prices, the rise in the 10 Year Yield, the Federal Reserve, and much more. Trisha dives into the rise in oil prices and notes that these prices seem slightly overdone, but explains that there are many geopolitical factors and events that could cause prices to stay here or rise further. She spends time walking listeners through the rise in the 10 Year Yield and the Federal Reserve and how the Yield is rising despite the Fed lowering interest rates. She explains that the Fed is looking at potential policies of the incoming Trump Administration, but did not take into account the spending of the Biden Administration and Congress in the past four years. She talks about oil prices, geopolitics, and potential moves of the Trump Administration, Russia, Iran, and persistent and inflation. The body of this podcast is the presentation and talk Trisha Curtis gave to students at the Colorado School of Mines on October 17th, 2024. This talk is tailored to focus on the geopolitical economics of energy. She walks students through traditional fuel consumption, why watching oil prices and the oil market is so important, the biggest themes in energy including hot wars and the forthcoming election, China, and US oil production, productivity, and resiliency. She gets into the weeds on US, Chinese, and global energy consumption and power generation by fuel, actual global CO2 emissions and where they are coming from (China), power demand growth, and the rise in Colorado, US, and global electricity prices and the direct correlation to the increase of wind and solar into the grid. This talk is good, but the Q&A is better and a fired up Trisha Curtis explains to students that Europe is driving their economy into the ground in the name of lowering CO2 emissions while global emissions are rising because European manufacturing is simply taking place in China. This is a PetroNerds podcast you are going to want to listen to more than once and share with your friends and colleagues. Listen on Itunes…

The PetroNerds Podcast

1
US Frac, the Fed, and Oil 1:29:41

לפני 26 weeks1:29:41

1:29:41

Recorded on December 18, 2024 and October 3, 2024 https://www.youtube.com/watch?v=hUetfgKI13c Episode 122 of the PetroNerds podcast is your pre-Christmas PetroNerds special. This podcast is the panel discussion Trisha Curtis hosted at the Denver Earth Resources Library with Leen Weijers, VP of Field Engineering at Liberty Energy and Brenton Cheeseman, VP of North America at NCS Multistage. Trisha spends time talking to Leen and Brenton about growth in US oil production, the role of the US service sector, and the incredible efficiencies made in the past few years. This is a candid conversation covering production, efficiency gains, a sub 600 rig count, horizontal lateral lengths, and the state of the service sector. Trisha asks Leen and Brenton to talk about the efficiencies in drilling and frac, completions, the speed in drilling, the growth in lateral lengths, and refracs. They talk about consolidation, the future, the Rockies, the Bakken, the role of the service sector, and the number of frac fleets. Trisha introduces this podcast with a fresh market download on oil prices and the macro, the Federal Reserve’s hawkish interest rate cut, and what clients and the industry are asking about in 2025. She spends twenty minutes getting you completely up to speed on the Federal Reserve rate cut and meeting and the mixed messages and confusion the Fed has caused. Trisha explains to listeners the biggest macro factors driving oil and the weakness in the global economy. She closes the intro telling listeners about her Common Sense Institute Report that has just been released on the state of Colorado energy, rising electricity prices, CO2 emissions, and lack of growth in Colorado oil production. The paper can be found here. https://www.commonsenseinstituteus.org/colorado/research/energy-and-our-environment/key-trends-in-colorados-energy-landscape. This panel discussion took place at the Rockies Expo at the Denver Earth Resources Library downtown Denver on October 3rd, 2024. Listen on Itunes…

The PetroNerds Podcast

1
Energy and Trump 2.0 with Chris Wright 1:04:15

לפני 28 weeks1:04:15

1:04:15

Recorded on December 5, 2024 and November 11, 2024 https://www.youtube.com/watch?v=1MBxiCkwpxQ Episode 121 of the PetroNerds podcast is another PetroNerds special, recorded on November 11th, 2024, with Chris Wright at Liberty Energy’s office in Denver, Colorado. This is right after the election victory of Donald Trump’s second term and days before Chris Wright is officially named Trump’s pick for US Energy Secretary. Jason Isaac, the President of the American Energy Institute, hosts and moderates a panel discussion with Chris Wright and Trisha Curtis, the CEO of PetroNerds and Economist for the American Energy Institute. Trisha Curtis opens this podcast with a jam-packed intro covering oil price moves, the OPEC Plus cut extension, France’s political chaos, and what Trump means for US energy and global energy. She tries to clarify the opportunity and leverage and levers this new Administration has on energy, from sanctions on Iran to refilling the SPR to lifting the “pause” on permits for new LNG exports. In the panel discussion, Chris Wright talks about energy sobriety and the importance of energy knowledge, energy policy, and energy security. When speaking about President-elect Trump and energy, Chris said, “He intuitively gets it… Energy is not a sector of the economy; it is the sector of the economy that enables everything else we do. If we get energy wrong, nothing else matters.” He talks about bad energy policies that do not help the environment and hurt people’s lives. Trisha Curtis talks about the difference between Biden and Trump, the complete change that will be seen in energy and broader policies, high energy prices and lots of regulations under Biden, and the night-and-day policy switch with Trump and the current market euphoria. She gets into the delta between what you are charged for natural gas by utility companies and the actual price of natural gas, a gap of about $20, and she talks about adding more natural gas into the electricity pool, stemming the decommissioning of coal, lowering US electric bills, building out more natural gas infrastructure in the US, and exporting more natural gas. Chris Wright gets into Trisha’s favorite subjects, China, manufacturing, and coal! Chris talks about building infrastructure in the US for manufacturing and industry and consuming more domestic energy for manufacturing. “We could produce 20 percent more in natural gas.” Trisha talks about China and tariff exposure to China and what Trump intends to do. Trisha and Chris talk about Germany and China and the bad policies in Germany, energy and otherwise. Jason Isaac brings up the high standards of US air quality. Chris talks about growing up in Denver and the improvement in air quality. Jason asks Trisha to talk about economics and tariffs, and Trisha gets into China and tariffs and explains the need for hawkishness on China and the need for tariffs with a foreign adversary. She gets into Iran and their crude exports to China as well as the cheap China goods coming into the US and the need to make these goods in the US. Trisha comments on “decoupling” with China and the need to be more hawkish and more educated on China. Chris says, “Everything you hold dear relies on energy,” and he says we are definitely going to see a shift toward affordable and secure energy and the need to address the grid and affordable power. “Trajectory and dialogue” first, then the reality will come later. In the question and answer session, an attendee asks about EPA rules and the ability for the EPA to unwind or roll some of those rules back. Chris Wright explains that this will take some time and this will be tricky, but rolling back some regulations and bold actions for energy sobriety will probably be implemented. Trisha Curtis added to that answer by talking about Trump pulling out of the Paris Climate Accords and the dramatic shifts in what the EPA will be doing and pushing. Chris talks about Reagan as a reformer and, while he could not shrink the size of the government, he did stop the growth. He expects Trump to implement even greater reforms and seek to reduce the growth and size of the government. A local senator asks about Colorado politics vs. the US, and Chris Wright talks about how he has pointed out to the Governor of Colorado that shale activity has not returned to Colorado and speaks to the overall top-down regulation and size of the government and policies. Chris also talks about how Liberty built a manufacturing facility in Oklahoma, not in Colorado, because of the regulation. Trisha explains that Colorado is likely to double down on the aggressive energy policies and decarbonization efforts and comments on how anti-business Colorado is becoming. Listen on Itunes…

The PetroNerds Podcast

1
Post Election Rip: US Shale and Geopolitics 45:01

לפני 30 weeks45:01

45:01

Recorded on November 15, 2024 and November 13, 2024 https://www.youtube.com/watch?v=IeqeFpP1UXc Episode 120 of the PetroNerds podcast is a show-stopping 30-minute post-election run down covering everything from U.S. shale to geopolitics. This podcast is Trisha Curtis’ talk and presentation to the Oklahoma Petroleum Alliance in Oklahoma City, Oklahoma on November 13th, 2024 with a fresh market intro from Washington, DC. This heavy-hitting and fast-talking podcast gives you a full post election analysis of what a second Trump Presidency means for energy and how radically different this will be from the previous four years. Trisha also walks her audience and listeners through the US and global economy and the messy and intense state of geopolitics. She talks about the macro, the economic health of the global economy, the spare capacity out of Saudi Arabia, robust production out of Russia, North Korean troops in Russia, and China’s financing of both Iran’s proxy endeavors against Israel and the West as well as China’s funding and support of Russia for the war in Ukraine. She gets into the rising electricity prices in the U.S., wind and solar and coal power, potential growth of natural gas, and the desperate need to embrace U.S. domestic energy to lower energy and power costs for the average American and the average business. And lastly, Trisha brings this PetroNerds presentation and podcast home by talking about shale production and the whopping 13.4 million barrels per day of oil the U.S. is producing. She talks about election implications and what it means for shale and U.S. energy. This is a podcast you are going to want to listen to, relisten to, and share with your friends and colleagues! Listen on Itunes…

The PetroNerds Podcast

1
PetroNerds Special – Nerding Out with Chris Wright 1:36:28

לפני 30 weeks1:36:28

1:36:28

Recorded on November 18, 2024 and September 9, 2021 https://www.youtube.com/watch?v=vs8EGC359ag This is a special reissue podcast with the oil and gas industry’s very own Chris Wright. On Saturday November 16th, 2024 CEO of Liberty Energy, Chris Wright, was announced as President Elect Donald Trump’s pick for the US Secretary of Energy. I have known Chris Wright since 2017, and I can honestly say there could not be anyone more qualified for this position. Chris is passionate and deeply understands energy issues and costs and cares about the consumer and human lives. Something missed in the media this weekend is Chris Wright’s and Liberty Energy’s foundation, Bettering Human Lives. This special re-issue podcast in an hour and a half with your new energy secretary. Get to know him, get to know me and PetroNerds, and get excited about America’s energy future and prosperity. This podcast was recorded on September 9th, 2021 in front of a group of folks at Liberty Energy’s office in Denver, Colorado and Chris and I cover everything from CO2 emissions to China to completions and frac sand. Listen on Itunes…

The PetroNerds Podcast

1
US Election and Energy Special 1:16:42

לפני 33 weeks1:16:42

1:16:42

Recorded on October 30, 2024 https://www.youtube.com/watch?v=w4XY972tpoM Episode 119 of the PetroNerds podcast is a US election PetroNerdy special focussed on the impacts to US energy from this consequential Presidential election. Trisha Curtis, CEO of PetroNerds, is joined by Jason Issac from the American Energy Institute and former Texas representative. This fun election special tries to get into the politics and policies while keeping it relatively entertaining. This podcast is politically focussed but it is not light on passion or data. Trisha does a fliparro where she hands off the moderating and interview to Jason and becomes the guest on her own podcast. Jason asks Trisha a series of questions from her interview with BBC to domestic policy impacts of the US election and foreign policy. The goal of this podcast was to try and dispel some of the bias Trisha sees on market coverage with regards to energy, the economy, and the election. Trisha and Jason talk about policy impacts to US oil and natural gas as well as electricity prices, Iran and China. They talk about Harris’ flip flopping on fracing, what fracing actually is, and how a Harris Administration will be much harsher on oil and gas than the Biden Administration and how Harris’ domestic energy policies will be a continuation of his policies and much worse. Trisha gets into inflation, lowering energy costs and electricity bills for the US consumer, and how to make the US consumer and US manufacturing competitive again. They discuss all of this and a lot more! Listen on Itunes…

The PetroNerds Podcast

1
ESG, Climate, and the US Election – Part 2 1:25:37

לפני 34 weeks1:25:37

1:25:37

Recorded on October 23, 2024 and October 2, 2024 https://www.youtube.com/watch?v=2RHqkhvyXb8 Episode 118 of the PetroNerds podcast is part two of the politics, ESG, and climate special with Paul Tice, NYU Stern Professor, investor, and fellow at the National Center for Energy Analytics. Trisha Curtis starts this podcast with a complete rip of the current volatility in US and global markets, oil prices, the US election, comments by Paul Tudor Jones on CNBC on debt and economic crises, the Harris team’s comments on not enabling US oil and gas and fracking, Baker Hughes’ CEO comments on the role of natural gas as a “transition fuel” and a “destination fuel,” and Trisha’s contentious interview with the BBC on their Rare Earth program. Trisha Curtis on BBC https://www.bbc.co.uk/sounds/play/m00244x3 The conversation continues with Paul Tice and Trisha Curtis asks Paul a series of questions on ESG and ESG vs. DEI. Paul talks about companies and climate science and a lack of push back and leadership across the board. They get into regulations, the Paris Climate Accord, SDG rules, and Trisha gets into primary energy consumption in the OECD vs the non OECD. They talk about regulations and politics and fracking bans and the reality of a Harris Administration vs. Trump. Paul says we need to educate the public and use the legal system to push back. Trisha talks about politics, the election, and how the oil and gas industry may not be able to come back from another four years of this. Paul talks about the use of setbacks and other limitations to ban fracking without banning fracking. Paul and Trisha talk about US production, policies against the oil and gas industry, the resiliency of US oil production, and the industry’s need to get real on politics. Paul says ESG allows the developing world to produce oil and gas while strangling the developed world and the West from producing oil and gas. He talks about the need to challenge the underlying premise of climate. Trisha asks Paul about the proponents of ESG and how it is distorting and impacting business and Paul dispels that ESG is not helpful for financial performance. Paul says oil and gas has to be more outspoken but also more selective in their investors. Paul Tice says “anyone who wants to talk about ESG metrics is not a real investor.” Paul closes the podcast by saying there are ways to turn the tide with politicians and business leaders getting over the fear factor and pushing back on ESG and climate. There is soo much in this jam packed mic drop podcast you are not going to want to miss it folks. Share this PetroNerdy PetroNerds special with your friends and colleagues. Listen on Itunes…

The PetroNerds Podcast

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ESG, Climate, and the US Election – Part 1 44:21

לפני 36 weeks44:21

44:21

Recorded on October 2, 2024 https://www.youtube.com/watch?v=sD98lhCYUcg Episode 117 of the PetroNerds podcast is part one of a two-part PetroNerds special on the state of ESG policies and climate politics with Paul Tice. Trisha Curtis, CEO of PetroNerds, is joined by guest Paul Tice, author, NYU Stern Professor, and Fellow at the National Center for Energy Analytics. If you have been looking for a substantive podcast that gets into the politics of ESG and the current election, this is it. Trisha and Paul cover the gauntlet of issues surrounding investing and ESG (Environmental, Social, and Governance), and politics in the energy space, with the thread being Paul’s new book, The Race to Zero: How ESG Investing Will Crater the Global Financial System. In part one, Trisha and Paul cover the SEC rule on climate, and Paul explains the outsized role of weather and transition risks, along with the increase in lawsuits against oil and gas that the SEC admits will happen. He gets into the incredible pressure on the oil and gas industry and what the 806-page SEC rule on climate actually does and is intended to do. They talk about the Fed, climate, and politics, and Trisha asks Paul where we are in the ESG timeline spectrum or stage. Paul says we are in the end stage or the enforcement stage of the Paris Agreements and the UN Sustainable Development Goals, which have not actually been fully ratified by both branches of the U.S. Congress. Trisha asks Paul to get into manufacturing and utilities and the “transition risk” and the impact of this SEC rule on climate on these industries, their need for energy, and their ability to make things. They talk about the ability of U.S. companies to compete, with Trisha referencing Germany and the fact that half of their auto manufacturing capacity is currently idle. Paul gets into intermittent power, higher prices, less reliable power, outsourcing manufacturing, and companies having to get their own power with an “every man for himself” approach because they cannot rely on the grid. Paul takes on politics here, explaining that these green climate policies are being pushed through by undemocratic means, largely by the left and the Democratic Party. Trisha and Paul close part one of this two-part PetroNerds special by talking about the themes of the book and whether oil and gas do better under a Democrat or Republican. The old thinking that oil does better under a Democrat needs to be reassessed in the age of aggressive ESG and climate policies. Listen on Itunes…

The PetroNerds Podcast

1
China, Power, and CO2 40:29

לפני 37 weeks40:29

40:29

Recorded on September 18, 2024 https://www.youtube.com/watch?v=Ayp_blmDYMI Episode 116 of the PetroNerds podcast is a compact heavy hitting PetroNerds special focussed on explaining the role of traditional fuels in the economy and the reality of power generation and CO2 emissions in the US and China. This is Trisha Curtis’ talk at the Dry Fork power plant in Gillette, Wyoming on September 18th, 2024 to state legislators from across the US who were visiting Wyoming’s energy facilities on behalf of the Wyoming Energy Authority. Trisha walks legislators through the actual data of US oil and gas production, US oil and gas prices, the dramatic rise in electricity prices, the incredible decrease in US CO2 emissions, and the dramatic growth in Chinese CO2 emissions. Trisha explains that China not only has 1/3 of global power generation, they also have more coal fired power generation than the US has total power generation. And Chinese CO2 emissions and global CO2 emissions are rising as the US and states like Colorado look to aggressively decarbonize and decommission reliable baseload power generation from coal and natural gas. Trisha does this all in 15 minutes. This is a fast paced heavy hitting podcast that you are going to listen to more than once and share with all of your peers. Trisha gave this presentation and talk as the CEO of PetroNerds and the economist for the American Energy Institute. She introduces this podcast with a brief introduction to discuss the decline in oil prices, the interest rate cut by the Federal Reserve, and China’s stimulus efforts which are not helping oil prices. Listen on Itunes…

The PetroNerds Podcast

1
The Economy, Geopolitics, and Oil 1:26:34

לפני 40 weeks1:26:34

1:26:34

Recorded on September 11, 2024 and July 12, 2024 https://www.youtube.com/watch?v=Xl09qODB9vg Episode 115 of the PetroNerds podcast is another jam-packed PetroNerds special you are going to listen to, relisten to, and share. This is the keynote address that Trisha Curtis gave to IPANM, the Independent Petroleum Association of New Mexico in Albuquerque, New Mexico on July 12th, 2024. This podcast is front-loaded with an energy-dense PetroNerdy market update covering everything from the softness and deterioration in oil prices, the Fed and inflation, weakness in the Chinese economy, lack of attention on geopolitics, and updates on the war in Ukraine, elections in the US, and Chinese power generation stats and CO2 emissions and much more! In this keynote address and talk Trisha covers the current state of the Biden Administration, global elections, US oil production, the health of the US economy and the consumer, inflation and the non recession, the non-ESG friendly energy transition, whack-a-mole CO2 emissions, the real problems with China, Russia, Iran, the war in the Middle East, Houthi attacks on ships in the Red Sea, Chinese CO2 emissions and exports of cheap green tech, the resilience of US shale, and everything in between. Make sure to check out the article Trisha Curtis published with Real Clear Energy as the Economist for the American Energy Institute: “America’s Energy Success has Nothing to do with the Biden Harris Administration” https://www.realclearenergy.org/articles/2024/09/03/americas_energy_success_has_nothing_to_do_with_the_biden-harris_administration_1055870.html and the US shale paper Trisha Curtis did for the Oxford Institute for Energy Studies that was published in their September 2024 Forum Journal. The paper is called “US Shale Oil – Relentlessly Resident” https://petronerds.com/wp-content/uploads/2024/09/US-Shale-Oil-Resiliency-PetroNerds-Trisha-Curtis-September-2024.pdf Listen on Itunes…

The PetroNerds Podcast

1
Rising Electricity Prices 50:00

לפני 42 weeks50:00

50:00

Recorded on August 16, 2024 https://youtu.be/1z8gu8-Iz0g In episode 114 of the PetroNerds podcast, Trisha Curtis, CEO of PetroNerds, is joined by Chris Brown, VP of Policy and Research at the Common Sense Institute, to discuss the recent report Trisha co-authored on Colorado’s declining energy competitiveness. Energy is not just a sector of the economy; it is the sector upon which all businesses rely. Colorado, along with the rest of the US, has witnessed a dramatic escalation in electricity and natural gas prices, despite natural gas prices being near all-time lows, below $/mcf, for multiple months this year. In this podcast, Trisha and Chris discuss the main themes of this report, including the rising electricity and natural gas prices in Colorado, which are making the state less competitive from an energy cost standpoint. They also discuss where electricity is coming from in Colorado and the direct correlation between rising electricity costs and the increase of wind power into the grid. Finally, they talk about Colorado’s CO2 emissions, which account for less than 0.3 percent of global emissions, and how Colorado shutting down coal-fired power plants is actually enabling higher CO2 emission growth out of China, increasing the cost of electricity and power generation in Colorado, decreasing grid reliability, and reducing the affordability of energy in the state. The data is damning and alarming, and folks in Colorado need to be reaching out to the PUC, Xcel, and their local representatives, demanding a halt to more wind and solar power being added to the grid at the expense of the Colorado consumer, taxpayer, and household. The report, along with all the detailed charts and analysis, can be found here: https://commonsenseinstituteco.org/wp-content/uploads/2024/07/CSI-Report-CO-Energy-Competitiveness.pdf. Listen on Itunes…

The PetroNerds Podcast

1
Hot Wars and the Economy 53:15

לפני 44 weeks53:15

53:15

Recorded on August 14, 2024 https://www.youtube.com/watch?v=q8g3O48Z4Z8 Episode 113 of the PetroNerds podcast is a must listen to episode to get you caught up on everything happening in the economy, oil prices, geopolitics, and escalation globally in hot wars. Trying to figure out why oil prices seem to want to go down even when wars in the Middle East and Europe continue to escalate? Saw the sell-off a couple of weeks ago when oil prices dropped to $72? Trisha Curtis has you covered. Trisha walks listeners through current oil prices and recent volatility, what is happening with Iran, the US, and Israel, and Ukraine’s penetration into Russia. She spends the first half of the podcast diving into the economy, the freshly dropped CPI/inflation print, jobs cuts at Cisco and Intel, the Federal Reserve, unemployment ratcheting up to 4.3 percent, and interest rates. She pivots into geopolitics by talking about oil and why oil prices or real oil prices less the geopolitical risk premium are probably lower. She covers the IEA and OPEC monthly reports released this week as well as housing and refinancing of mortgages in the US, and the biggest trends in the market right now including weakness in the US consumer and a slowing China. She also talks about the Chinese economy and breaks down some of the figures inside the US inflation read and much more. This is your one-stop shop folks! And lastly Trisha talks about recent podcasts, forthcoming podcasts, and upcoming public speaking engagements. Listen on Itunes…

The PetroNerds Podcast

1
Economics and Geopolitics 1:26:57

לפני 46 weeks1:26:57

1:26:57

Recorded on July 31, 2024 and June 21, 2024 https://www.youtube.com/watch?v=NH0nk-Is4cU Episode 112 of the PetroNerds podcast is the keynote address Trisha Curtis gave to AAPL, the American Association of Professional Landmen (Trisha still calls it Petroleum). This is an absolutely jam-packed energy-dense podcast filled with intel to get you up to speed on oil prices, the economy, geopolitics, and war. Trisha dives into the push and pull on oil prices, what is driving prices up or holding prices up, what is pressuring prices down or keeping a lid on prices, geopolitics and hot wars, inflation and the consumer, the relationship between Iran, Russia, North Korea, and China and continued attacks in the Red Sea and their impact on the global economy and oil prices. She gets into the changing political landscape in Europe and across the world, China’s lack of economic growth, China’s production of green tech, the poor understanding of oil and gas, and lack of market coverage of oil and gas, a very anti-domestic oil and gas Administration in America, a slowdown in consumer spending and the economy and the Fed, black swans, the health of the US consumer, and high prices and inflation pressuring the consumer, not interest rates. She covers the Biden Admin on energy policies and SPR, Chinese EV exports, Chinese oil demand and stockpiling, weapons flows from Iran and North Korea to Russia, and non ESG friendly green tech from China. And last but not least she takes a dive into US shale and the resiliency of production with less rigs and longer laterals despite regulatory headwinds and consolidation. Listen on Itunes…

The PetroNerds Podcast

1
Pipes, Diffs, and Markets 1:00:19

לפני 48 weeks1:00:19

1:00:19

Recorded on July 16, 2024 and May 17, 2024 https://www.youtube.com/watch?v=pCOVcVkzWrI Episode 111 of the PetroNerds podcast is a true PetroNerds special. This is a recorded webinar with the Liquid Energy Pipeline Association (LEPA) hosted by Andy Black, President of LEPA and Tad True, VP of Bridger Pipeline, part of True Companies. Andy Black and Tad True ask Trisha Curtis a series of market related questions ranging from the macro and oil prices to price differentials and the blowouts seen in the early days of the Bakken shale boom. Tad talks about when he met Trisha, around 2012, and what was happening in the market at the time and asks Trisha to reflect and weigh in. If you have been wanting to hear about markets and midstream, this is the podcast you have been waiting for. Andy Black starts the webinar off by asking Trisha about the state of the oil market and the drivers in oil prices and Tad True gets Trisha in the weeds on crude flows, the history and evolution of US shale, and the major price differentials and blowouts seen in the Bakken in North Dakota and West Texas Intermediate in Cushing, Oklahoma. Trisha and Tad look back at the massive price differentials between WTI and Brent at the time and the rapid growth in crude by rail. This is an awesome and incredible conversation you are not going to want to miss folks. Please like it, review it, and share it with your friends and colleagues. Listen on Itunes…

The PetroNerds Podcast

1
Health of the US Consumer 51:18

לפני 52 weeks51:18

51:18

Recorded on June 19, 2024 https://www.youtube.com/watch?v=K0iAFs4wde4 Episode 110 of the PetroNerds podcast is a heavy hitting intel dense podcast on everything you need to know about the health of the US economy, the health of the US consumer, inflation, the Federal reserve, interest rates, and how it is all impacting oil prices. Trisha Curtis walks listeners through the US economy and explains how the consumer is being tapped out by high prices and how inflation, not interest rates, are actually driving down inflation to a degree. She explains the impact of high prices on the consumer and what is happening with supposed interest rate cuts, the stock market, and unemployment and jobs. She gets into the type of jobs being added and why the economy and the consumer is not that healthy. She talks about the Consumer Sentiment Survey from Michigan and how it relates to the problems the Biden Administration is having on convincing the US populace that the economy is good and healthy. Trisha talks about employment and job gains and the types of jobs being added and the lack of high paying jobs being added in the economy. Trisha gets into the Houthi attacks in the Red Sea and the impact on goods prices, fuel cost. containers, and shipping times. Trisha talks about the Strategic Petroleum Reserve (SPR) and oil prices and why the Biden Administration will likely tap the SPR again and lower oil prices before the election. Trisha gets into the “non recession recession” and where the jobs gains are, where they are not, and the fact that a lot of job gains are being filled with immigration. She discusses the impact of immigration on GDP and inflation and housing. She closes this jam-packed PetroNerds podcast by talking about oil prices, risk, the macro, and what is driving oil prices up and down. She covers geopolitics and gets into Russia, North Korea, Iran, and China, Iran and the Houthis, and the push and pull on oil prices. She squeezes in some commentary on US oil production, less rigs, and longer laterals, and Russian and Saudi production and spare capacity. This is an absolutely intelligence packed podcast that you are going to listen to and re-listen to, like, and share with your colleagues and friends. Listen on Itunes…

The PetroNerds Podcast

1
Energy Policy with Jason Isaac 1:16:20

לפני 1 year1:16:20

1:16:20

Recorded on May 16, 2024 https://www.youtube.com/watch?v=t5g0953nCVI Episode 109 of the PetroNerds podcast is a discussion on energy and energy policy with former Texas representative Jason Isaac. He joins Trisha Curtis in discussing the state of energy and energy policy in the US and the world. They talk about US electricity prices and natural gas prices, the US economy and inflation, energy transition, US oil and gas production, and China. They also discuss the new think tank led by Mark Mills, the National Center for Energy Analytics (NCEA), where Trisha Curtis is now a Senior Fellow. Jason is the founder of the American Energy Institute and a Senior Fellow at the Texas Public Policy Foundation. This is the first of many energy policy discussions Trisha will be having in the coming months. Trisha Curtis and Jason Isaac also wrote an op-ed together on Biden’s SPR moves and energy policy, which can be viewed here: https://www.washingtontimes.com/news/2024/may/20/cost-of-biden-draining-our-strategic-petroleum-res/ Listen on Itunes…

The PetroNerds Podcast

1
Shale 2.0 with Buckhorn Production 1:02:29

לפני 1 year1:02:29

1:02:29

Recorded on April 30, 2024 https://www.youtube.com/watch?v=b8BtHLEkfCQ Episode 108 of the PetroNerds podcast is another PetroNerds special. Trisha Curtis, CEO of PetroNerds, is joined by guest Sam Shiverick, CEO of Buckhorn Production. Buckhorn is a production company that purchased unconventional horizontal wells from an operator in New Mexico in the Permian Basin in 2020. This is an incredible conversation that highlights the longevity and future of US shale. Buckhorn is literally breathing new life into older unconventional assets and increasing output and showing just how profitable it can be. Sam explains the history behind Buckhorn and his background in oil and gas and then Trisha and Sam get into the market dynamics and how Buckhorn is differentiated with a lower cost structure and much lower risk profile as it is not drilling and completing wells. They discuss the business model, older wells, methane, ESG, refracs, and a lot more. This is Sam Shiverick’s first podcast. He is an incredible guest and PetroNerds cannot wait to have him back on the podcast. Listen on Itunes…

The PetroNerds Podcast

1
The Fed vs. the Consumer, Inflation, and Oil 45:58

לפני 1 year45:58

45:58

Recorded on May 1, 2024 https://www.youtube.com/watch?v=lvrIWJeT6Kc Episode 107 of the PetroNerds podcast is a complete rip and review of the US economy, inflation, a weakening consumer, the Federal Reserve and interest rates, the Chinese economy, and oil prices and oil demand. Trisha Curtis, host of the PetroNerds podcast and CEO of PetroNerds, walks listeners through Chairman of the Federal Reserve Jerome Powell’s speech on May 1st and the reality of inflation not being appreciated by the dovish Fed. She goes through the poor earnings of stocks from Starbucks to McDonald’s, all based on declining sales on the back of inflation and a tapped out consumer. The impacts this has to oil demand and oil prices are very real, but ongoing hot wars, the Houthis continued attacks to ships in the Red Sea and Indian Ocean, Chinese tensions in the South China Sea, and Russia’s continued barrage against Ukraine are all keeping prices elevated. Trisha closes the podcast with a number of newsworthy items including US production coming back above 13 mbd in February 2024, US CO2 emissions declining on the back of US natural gas, and much more. This is a jam packed podcast you are going to want to listen to twice and share with everyone you know! Listen on Itunes…

The PetroNerds Podcast

1
War, Energy, and Politics 53:05

לפני 1 year53:05

53:05

Recorded on April 18, 2024 https://www.youtube.com/watch?v=9sa4TS6Vxhc Episode 106 of the PetroNerds podcast is your complete market update and round the world tour on what is happening in the oil market, energy, the global economy, and geopolitics. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, takes listeners from natural gas prices in the US to the Middle East and back again. This podcast dives into the drivers for oil prices, the war in the Middle East and the Iranian strikes on Israel, Russia’s energy infrastructure targeting in Ukraine, OPEC spare capacity, US production of oil and natural gas, rising US electricity prices, stubborn US inflation, and the the lack of interest rates cuts by the US Federal Reserve. This is a podcast you are going to want to relisten to and share with your friends and colleagues. In 53 minutes Trisha covers what is driving oil prices, natural gas production in the US and natural gas prices, geopolitics and war and Iran’s attack on Israel on April 13th, the SPR, global spare capacity, OPEC and Russian production vs. OPEC Plus targets, US production and lower US rig count and US activity, the complexity of high oil prices and low natural gas prices in the US, the Biden Administration’s stance on Iran and their unwillingness to enforce sanctions on Iran crude exports to China, electricity inflation in the US and power demand, and the impact of politics and policies on oil and gas prices in the US. Trisha gets into power generation and natural gas explaining that half of US power generation is coming from natural gas. She talks about power generation and manufacturing, EVs and Hertz and the slowdown in sales and adoption of EVs, inflation and electricity prices and the $1.74 natural gas prices NOT being passed along to consumers, and Russian attacks on Ukraine and Ukraine’s energy infrastructure and power generation. She discusses the Fed, interest rates, no interest rate cuts, inflation, housing prices and mortgage rates, new home sales being down and housing prices being up, the demand for electricity and power generation by chip companies and bets on AI, the geopolitical angst within the market, and Russia, Iran, and China ties. She closes the podcast by talking about the need for market intelligence and leadership in oil and gas, not just because it is the right thing to do, but because it is also the right thing to do for your shareholders. Trisha talks about politics and policies and raising energy IQ. She talks about the differences between Biden and Trump on oil and gas prices and infrastructure, regulations, and business. Listen on Itunes…

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