The PetroNerds Podcast with Trisha Curtis is a monthly, energy market podcast with a focus on oil and gas news and events. More than just a summary of headlines, the PetroNerds Podcast takes a deep analytical dive into topical energy market developments via a data-driven discussion of news, economics, companies, assets, well performance, and much more from the oilpatch. Discussions will touch on global energy markets and geopolitical events, US energy news, shale and tight oil + gas market developments, and policy issues. Trisha Curtis is a co-founder of PetroNerds, LLC. She was formerly the Director of Research, Upstream and Midstream, at the Energy Policy Research Foundation, Inc. Trisha is a research fellow at the Oxford Institute for Energy Studies (OIES) and a non-resident fellow at the Energy Policy Research Foundation, Inc. PetroNerds, LLC is a boutique energy analytics and advising firm based in Denver, CO. It provides a variety of products and services to help its clients better understand US energy markets, evaluate the performance and assets of US tight oil and gas producers, improve midstream and downstream market knowledge, and provide domestic and global policy context to ongoing events in the both US and abroad.
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The PetroNerds Podcast with Trisha Curtis is a monthly, energy market podcast with a focus on oil and gas news and events. More than just a summary of headlines, the PetroNerds Podcast takes a deep analytical dive into topical energy market developments via a data-driven discussion of news, economics, companies, assets, well performance, and much more from the oilpatch. Discussions will touch on global energy markets and geopolitical events, US energy news, shale and tight oil + gas market developments, and policy issues. Trisha Curtis is a co-founder of PetroNerds, LLC. She was formerly the Director of Research, Upstream and Midstream, at the Energy Policy Research Foundation, Inc. Trisha is a research fellow at the Oxford Institute for Energy Studies (OIES) and a non-resident fellow at the Energy Policy Research Foundation, Inc. PetroNerds, LLC is a boutique energy analytics and advising firm based in Denver, CO. It provides a variety of products and services to help its clients better understand US energy markets, evaluate the performance and assets of US tight oil and gas producers, improve midstream and downstream market knowledge, and provide domestic and global policy context to ongoing events in the both US and abroad.
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.
https://youtu.be/AsKA7RStov4
The PetroNerds Podcast
The PetroNerds Podcast with Trisha Curtis is a monthly, energy market podcast with a focus on oil and gas news and events. More than just a summary of headlines, the PetroNerds Podcast takes a deep analytical dive into topical energy market developments via a data-driven discussion of news, economics, companies, assets, well performance, and much more from the oilpatch. Discussions will touch on global energy markets and geopolitical events, US energy news, shale and tight oil + gas market developments, and policy issues. Trisha Curtis is a co-founder of PetroNerds, LLC. She was formerly the Director of Research, Upstream and Midstream, at the Energy Policy Research Foundation, Inc. Trisha is a research fellow at the Oxford Institute for Energy Studies (OIES) and a non-resident fellow at the Energy Policy Research Foundation, Inc. PetroNerds, LLC is a boutique energy analytics and advising firm based in Denver, CO. It provides a variety of products and services to help its clients better understand US energy markets, evaluate the performance and assets of US tight oil and gas producers, improve midstream and downstream market knowledge, and provide domestic and global policy context to ongoing events in the both US and abroad.
