Episodios

  • Oil Prices and Geopolitical Risk

    Oil Prices and Geopolitical Risk
    Oct 24 2025
    Recorded on October 22, 2025 and September 17, 2025 https://youtu.be/hpm6NEPvsKQ Episode 143 of the PetroNerds podcast is an exceptionally timely and heavy hitting podcast focusing on oil prices and geopolitical risk. Trisha Curtis, CEO of PetroNerds, spends time in the introduction of this podcast walking listeners through the recent drop and rebound in oil prices, driven by sanctions placed on Russia. She gets listeners up to speed on geopolitics and oil price dynamics, Ukrainian strikes on Russia, and US China negotiations. The body of the podcast is the keynote address Trisha Curtis gave in Fort Worth at Whitley Penn's Fueling the Future conference. She is joined on stage by the moderator of the fireside chat, Haley Mitchell, Senior Audit Manager at Whitley Penn. Haley is PetroNerds podcast listener and she comes prepared with a series of questions for Trisha. This keynote address covers everything from oil prices and the shale patch to China. Trisha gets into the state of oil prices, US production levels, Russian refineries getting attacked, and the status of the Russian war in Ukraine. She dives into US shale patch nuances, service companies and thin margins and blank space, what $60 oil means for the economy, what is happening with the Fed and inflation and interest rates and continued inflation, and her concerns about goosing inflation with lowering interest rates. Trisha further discusses tariffs and revenue, the US economy, health of the global economy and China's economy, and she connects it back to oil prices. She talks about China's economy, deflation and actual Chinese oil demand, US electricity prices. Europe and their energy prices and commitments to NATO, US natural gas prices, natural gas demand, LNG, and AI. She touches on electricity and power purchase agreements and so called "cheap" wind and solar driving up electricity prices, the role of coal and need for coal in the US, coal as the enabler of natural gas, China's role in Russia's war, Chinese stockpiling, understanding markets and risk and oil trading, and nuclear energy. Trisha closes the keynote with some great questions from the audience on natural gas prices, electricity prices, and holding up US production levels. And she does this all in less than one hour. Trisha Curtis' oped in the Daily Caller, "Winning Against China Means Winning on Energy," can be found here: https://dailycaller.com/2025/10/19/opinion-winning-against-china-means-winning-on-energy-trisha-curtis/. And please reach out to PetroNerds and Trisha directly on the "Contact Us" page. Listen on Itunes
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    1 h y 21 m
  • “Peak Shale” and China

    “Peak Shale” and China
    Oct 10 2025
    Recorded on October 10, 2025 and September 8, 2025 https://youtu.be/fXaYfXJ4-hk Episode 142 of the PetroNerds podcast is an energy dense mic drop special with Trisha Curtis and Stuart Turley. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is a guest on Stuart Turley's Energy News Beat podcast. Stuart is also the CEO of Sandstone Group. This is a heavy hitting podcast covering "peak shale" and "peak Permian," OPEC, Russia's war in Ukraine, China, and rising electricity prices in the US. Before this podcast starts, Trisha takes the time to introduce the episode and explain to listeners what is happening with rare earth export restrictions from China, Trump's Truth Social response, and the market fallout. In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC’s bluff, China’s global energy influence, rising electricity costs, the EU’s energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don’t miss it. I had an absolute blast visiting with Trisha, and she is truly a national treasure. Very much like Meredith Angwin is to nuclear, Trisha is to oil and gas. I really appreciate her taking the time to stop by the podcast. Connect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/ and on her website: https://petronerds.com/ Topics Covered: Is the Permian peaking or just getting started? Why U.S. oil & gas output keeps defying forecasts OPEC’s spare capacity myth and Saudi strategy How China weaponizes energy and manufacturing The U.S. refining edge (and why it’s at risk) Colorado, California, and the cost of bad energy policy Europe’s energy collapse & reindustrialization threats Why power generation = national security The truth about LNG, coal, and blackout risk Listen on Itunes
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    1 h y 30 m
  • China, $65 Oil, the UN and DC

    China, $65 Oil, the UN and DC
    Sep 26 2025
    Recorded on September 25, 2025 and September 3, 2025 https://youtu.be/UEIspTABMmo Episode 141 of the PetroNerds podcast is an energy dense, hot off the press, Washington, DC special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, gives a complete market update on oil prices at $65 a barrel, the war in Ukraine, and Trump's speech at the UN. She covers the latest in geopolitics and her recent travels across the country. The podcast is a Washington, DC studio recorded conversation with Trisha Curtis and Jason Isaac. Jason is the President of the American Energy Institute. Trisha is also the economist for the American Energy Institute. In this conversion Trisha and Jason get into the role of the UN in climate, China and China's energy use and China's direct competition with the US, the policies coming out of the Department of Energy and the EPA, power generation and electricity prices, and why it is so important for the US to harness and embrace its incredible US oil and natural gas resources. This is a heavy hitting special recorded in an awesome studio so please watch, listen, and share with your colleagues and friends. And please reach out to PetroNerds directly at petronerds.com. https://petronerds.com/contact/ Listen on Itunes
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    1 h y 9 m
  • Oil Price Drivers, Geopolitics, and the Economy

    Oil Price Drivers, Geopolitics, and the Economy
    Sep 14 2025
    Recorded on September 11, 2025 and August 28, 2025 https://youtu.be/Z2sqvKk7bCo 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. Listen on Itunes
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    1 h y 11 m
  • Austin Energy with Bud Brigham and Matt Gallagher

    Austin Energy with Bud Brigham and Matt Gallagher
    Aug 30 2025
    Recorded on August 27, 2025 and May 29, 2025 https://youtu.be/bSqCLAwxZdQ Episode 139 of the PetroNerds podcast is another PetroNerds special. Trisha Curtis, CEO of PetroNerds, sits down with Bud Brigham, Executive Chairman of Atlas Energy Solutions and Matt Gallagher, CEO of Greenlake Energy in Austin, Texas. She was invited to give a talk and do a fireside chat with these incredible hosts in the first Austin Energy Forum. The questions from the heavy-hitting Austin energy crowd were fantastic and on point. Trisha's fast and dense presentation titled "Volatility is Dominating 2025" covers oil prices, Trump, the economy, geopolitics and conflict, and power generation and prices. She discusses supply and demand and the fact that oil prices are oversold, lower oil prices in a weaker economy, OPEC and Saudi output increases, "peak shale," Chinese and US competition, chips, tariffs and risk. She gets into geopolitics and volatility, discussing Russia and Ukraine, Iran, and China. This talk and presentation, and questions from Bud and Mat,t and the audience do not disappoint folks. Trisha introduces this podcast with a fresh market update covering the biggest things happening in oil prices and the economy, including an update on Russia and Ukraine, the 50 percent tariffs of India, Nvidia and China, and a lot more. Listen on Itunes
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    1 h y 26 m
  • Liberty Energy with Ron Gusek

    Liberty Energy with Ron Gusek
    Aug 17 2025
    Recorded on August 14, 2025 and July 2, 2025 https://youtu.be/X8719jcnZX4 Episode 138 of the PetroNerds podcast is a frac and oilfield service special. Trisha Curtis, CEO of PetroNerds, sits down with Ron Gusek, CEO of Liberty Energy in an hour and a half conversation covering the state of US shale and the frac industry as well as power generation and AI. Trisha introduces this podcast with a fresh market update on oil prices and the economy and the current rig and frac fleet count. She covers the highlights of oilfield service company earnings calls and the whitespace on the calendar in the second half of the year as well as the Trump Putin meeting in Alaska and the Fed and rate cuts. Trisha and Ron discuss the state of oil and gas, supply and demand, "peak shale," the drop in rigs and frac fleets at $65 oil prices, Liberty's activity and work in Australia, power generation and Liberty's investments in power, and the incredible advances Liberty and the frac industry have made in extracting more oil and gas from the rock. In this conversation, Trisha and Ron get into the logical feats of frac, the changes in horsepower and simil and trimul fracs, speed and efficiencies, longer laterals, and the sheer amount of sand being pumping per lateral foot 24 hours a day, 365 days a year. This is an absolute show stopping PetroNerds podcast you are going to want to listen to again and share with your colleagues and friends. Please reach out to PetroNerds directly at PetroNerds.com at https://petronerds.com/contact/. Listen on Itunes
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    1 h y 43 m
  • China, National Security, and Power

    China, National Security, and Power
    Aug 5 2025
    Recorded on July 25, 2025 and August 3, 2025 https://youtu.be/fxYq3F7Xntw Episode 137 of the PetroNerds podcast is a heavy hitting energy dense China focussed special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, sits down with Jason Isaac, CEO of the American Energy Institute to discuss China, energy and power generation, and energy security and national security. This podcast was prompted by a question Trisha and Jason received when recording a livestream on the Big Beautiful Bill. Someone asked if they could talk more about the US energy industry in the context of national security and energy security and China's rising power and military threat. In this Fliparoo podcast, Jason acts as the host and asks Trisha a series of questions that allow her to dive into the competition between the US and China and lay out the framework and importance of energy in this imperative head to head battle. Before getting started, Trisha updates listeners on everything happening in the oil market and the economy with a fresh introduction covering the recent OPEC output increase, Russia’s provocative tweets, and the Fed. Trisha and Jason then cover everything from the Chinese grid and power generation to the US grid and power generation, the use of power generation in manufacturing military equipment, Europe's supposed increase in military spending, Shell’s pulling out of a sustainability group, Chevron’s purchase of Hess, and US shale productivity. Trisha specifically gets into US national security and the link to energy security, Chinese energy consumption, US power generation and consumption, Chinese power generation, Chinese oil demand, and how competing head to head with China means competing head to head with China on energy. Two great takeaway quotes from Trisha Curtis: “Energy is everything in global competition" and "Shell is waking up to the reality of energy.” Listen on Itunes
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    1 h y 13 m
  • Midstream with Mike Howard

    Midstream with Mike Howard
    Jul 19 2025
    Recorded on June 11, 2025 https://www.youtube.com/watch?v=neJZHvXMNdM Episode 136 of the PetroNerds podcast is a heavy-hitting midstream special with Howard Energy Partners. Your host, Trisha Curtis, CEO of PetroNerds, is joined by Mike Howard, CEO of Howard Energy Partners. The two discuss the current oil and gas market, natural gas and midstream, and what it takes to get something built. They get into Mike's career in the midstream and the progression of natural gas, and the shale revolution. Howard Energy Partners gathers and processes natural gas from the Marcellus to the Permian to the Eagle Ford. Mike talks about the business of infrastructure and being a long term diversified midstream company that takes energy products and brings them to the consumer. Trisha gets a little nerdy on the Eagle Ford and varying geology and API gravity shifts from oil to natural gas along the play. They shift into talking about the macro, the long term, and national security, as well as the short term and current natural gas prices. Trisha asks Mike to talk about "peak shale." They also talk about education and the need for education in energy in and outside of the energy market. Trisha asks Mike to talk about how he translates market realities into actually building things in a market and society that does not want to build infrastructure. Trisha and Mike cover all of this and much more folks. Take a listen and share with your colleagues and friends. Listen on Itunes
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    1 h y 14 m