PodcastsAdministraciónThe PetroNerds Podcast

The PetroNerds Podcast

The PetroNerds Podcast
The PetroNerds Podcast
Último episodio

181 episodios

  • State of Energy: War, Risk, and Geopolitics

    27/03/2026 | 1 h 36 min
    https://youtu.be/YNwOi5XyfbQ?si=IJ8gUgADuwjV6RtG

    Recorded March 25, 2026, and February 26, 2026

    Episode 153 of the PetroNerds podcast is a heavy-hitting, energy-dense podcast packed with intel and data in every second. Trisha Curtis, CEO and host of the PetroNerds podcast, walks listeners and viewers through a timely and thorough presentation on the State of Energy, covering topics from Iran and Russia to China and US shale.

    Trisha covers the gauntlet in a deep dive presentation given on February 26th, 2026, just two days before the war in Iran. Trisha discusses Iran’s oil production and how little geopolitical risk is priced into oil at $65 a barrel. She gets into Chinese oil demand and the Chinese economy, the importance of oil, getting energy right, and the role of coal and natural gas in power generation and electricity prices.

    She talks about the rise in electricity prices, the corresponding rise in wind and solar power, and the decline in cheap baseload power from coal. She discusses Chinese coal demand and the importance of energy in war and conflict. And Trisha introduces this podcast with a fresh update on oil prices, oil flows, and the war in Iran.

    This talk and presentation were sponsored by First Turn Capital and Liberty Energy. The presentation was hosted by the Denver Energy Network and the Women in Oil and Gas Association at Liberty Energy’s office in Denver, Colorado. 

    Please reach out to PetroNerds directly at www.petronerds.com.
  • War and $100 Oil

    13/03/2026 | 1 h 2 min
    https://youtu.be/7CWU0Yyht6Q

    Recorded March 12, 2026

    Episode 152 of the PetroNerds podcast is a one hour deep dive on the war in Iran, $100 oil prices, and the events that have taken place in the Middle East since February 28, 2026.  Trisha Curtis, CEO of PetroNeds and host of the PetroNerds podcast, is joined by Jason Isaac, President of the American Energy Institute. 

    Jason asks Trisha why the market did not appropriately price in geopolitical risk before the war, especially with the atrocities and executions in Iran.  Trisha walks listeners through the war in Iran and Iran’s attacks on its Middle East neighbors, the effective closure of the Strait of Hormuz, shut-in barrels in the Middle East, and the impact on near-term oil prices.  Trisha and Jason discuss the importance of US oil production, energy security and maintaining US energy dominance in oil, natural gas, and coal. 

    They also discuss Europe’s exposure to the Middle East and rising oil and natural gas prices.  Trisha discusses the chaos within Iranian leadership and whether or not the new leader is actually leading.  Click to read the article and opinion piece referenced by Trisha Curtis, “The United States Must Maintain Oil Investment Amid Global Instability.” Trisha Curtis is also the Chief Economist of the American Energy Institute.
  • Iran, US Shale, and Oxford Oil Day

    27/02/2026 | 58 min
    https://youtu.be/YtMJzZvo9MA

    Recorded February 26, 2026 and November 7, 2025

    Episode 151 of the PetroNerds podcast is an Oxford special.  Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, gives a 20 minute introduction on the state of the oil market, Trump’s State of the Union, tariffs, geopolitics and Iran. This body of this podcast is Trisha’s talk and presentation to the Oxford Institute for Energy Studies’ Oxford Oil Day.  Trisha walks listeners through the resiliency in US shale production and why it has continued to grind higher despite lower oil prices, a lower rig count, and fewer wells being drilled.  This is a heavy hitting podcast you are going to want to listen to, relisten to, and share with your colleagues and friends.  Please reach out to PetroNerds directly at petronerds.com.
  • Rockies, Risk, and Geopolitics

    13/02/2026 | 1 h 19 min
    Recorded February 11, 2026, and November 5, 2025

    https://youtu.be/3B23i_w-5ig

    Episode 150 of the PetroNerds podcast is a true PetroNerds special.  This 150th PetroNerds podcast is celebrated with a fresh market introduction covering oil prices hitting $65 a barrel on February 11th, 2026.  Trisha Curtis, CEO of PetroNerds, gets into the oil price moves, US and Iran negotiations, China’s increased purchases of Russian crude oil, and rising US natural gas production in November 2025.  The body of the podcast is the panel discussion Trisha Curtis organized and moderated at the Denver Earth Resources Library on November 5th, 2025 when oil prices were $60 a barrel.  The panel discussion included Nathan Anderson with the North Dakota Department of Mineral Resources, Tad True with True Companies and Bridger Pipeline, and Joe DeDominic with Anschutz Exploration.  All three executives bring a wealth of knowledge from their respective companies and oil plays.  Trisha covers $60 oil and “peak shale” with all panelists.  Trisha gets into the weeds on North Dakota and the Bakken with Nathan and asks Nathan to talk about the sustainability of production, the interest by private equity, and how much there is left to drill in the prolific Williston Basin.  She asks Joe to talk about Anschutz’s position in the Powder River Basin in Wyoming as well as the Uinta in Utah.  Joe talks about their lower well costs and how they are positioning themselves at $60 oil.  Trisha and Tad discuss the midstream side of the business, and Tad’s experience in North Dakota, the Uinta, and the Powder. 
  • Geopolitics, Iran, and US Shale

    23/01/2026 | 54 min
    Recorded January 20, 2026, and November 13, 2025

    https://youtu.be/BpqTFn-8AUk

    Episode 149 of the PetroNerds podcast is a heavy-hitting, energy-dense, PetroNerdy geopolitical special.  Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, packs hours of intel into her 30-minute talk and presentation to the PetroLeum Alliance of Oklahoma on November 13, 2025. 

    Fresh from London, Trisha does not miss a beat in Oklahoma City, covering the state of the oil market, the pessimism seen in oil prices throughout 2025, the resiliency of US shale, and the incredible geopolitical risk factors not being priced into oil, including China and Russia.  Trisha introduces this PetroNerds special with a complete market update focusing on the tragic events in Iran and the oil prices in the first three weeks of 2026.  This is a timely, not-to-be-missed podcast you’ll want to re-listen to and share with your colleagues and friends. 

    Please reach out to PetroNerds directly at https://petronerds.com/contact/ and check out PetroNerds and Trisha on Steve Gruber’s Real America’s Voice this week.

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