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The PetroNerds Podcast
The PetroNerds Podcast
156 episodes
5 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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All content for The PetroNerds Podcast is the property of The PetroNerds Podcast and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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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The US Economy and Health of the Consumer
The PetroNerds Podcast
53 minutes 48 seconds
7 months ago
The US Economy and Health of the Consumer
Recorded on March 17, 2025 and March 19, 2025

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.

https://youtu.be/OaJkh84vf40
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.