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The PetroNerds Podcast
The PetroNerds Podcast
156 episodes
2 days ago
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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Management
Business,
Investing
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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.
Show more...
Management
Business,
Investing
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Oil Price Drivers, Geopolitics, and the Economy
The PetroNerds Podcast
1 hour 11 minutes 13 seconds
1 month ago
Oil Price Drivers, Geopolitics, and the Economy
Recorded on September 11, 2025 and August 28, 2025

Episode 140 of the PetroNerds podcast is another energy dense, hot off the press, keynote address that Trisha Curtis recently gave in Midland, Texas.

Trisha introduces this podcast with a fresh market update on oil prices, the Fed, escalating geopolitical risk with Russian drones entering Poland, and increasing drone and missile attacks on Ukraine.

In this podcast Trisha Curtis, CEO of PetroNerds, sits down with Breanna Oakley, Tax Partner at Whitley Penn, at the Midland Petroleum Club for a keynote address and fireside chat kicking off Whitley Penn's Fuel of the Future conference series. Breanna asks Trisha a series of questions from oil and natural gas prices to what is happening with the Federal Reserve and interest rates?

Trisha gets into the drivers of oil prices, global supply and demand, US shale production, "peak shale," natural gas prices, and the excitement around AI. Trisha further dives into geopolitics, OPEC production and Saudi production increases, and Russia's war in Ukraine. Breanna also asks Trisha about the economy and Trisha dives into the health of the US consumer, the Fed, interest rates, and China.

Trisha also talks about the Permian Basin specifically, how folks are feeling with prices in the low $60s, and what this means for drilling and completion activity.

https://youtu.be/Z2sqvKk7bCo
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.