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.
Oil Price Volatility, Trump, and US Shale with Chris Atherton
The PetroNerds Podcast
1 hour 11 minutes 9 seconds
8 months ago
Oil Price Volatility, Trump, and US Shale with Chris Atherton
Recorded on January 23, 2025
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 on the PetroNerds website at PetroNerds.com on the contact page - https://petronerds.com/contact/
https://youtu.be/n4MJn2UE1w0
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.
