The PetroNerds Podcast

By: The PetroNerds Podcast
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  • Summary

  • Unconventional Thinking for an Uncertain World
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Economics Management Personal Finance
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Episodes
  • ESG, Climate, and the US Election – Part 1

    ESG, Climate, and the US Election – Part 1
    Oct 11 2024
    Recorded on October 2, 2024 https://www.youtube.com/watch?v=sD98lhCYUcg Episode 117 of the PetroNerds podcast is part one of a two-part PetroNerds special on the state of ESG policies and climate politics with Paul Tice. Trisha Curtis, CEO of PetroNerds, is joined by guest Paul Tice, author, NYU Stern Professor, and Fellow at the National Center for Energy Analytics. If you have been looking for a substantive podcast that gets into the politics of ESG and the current election, this is it. Trisha and Paul cover the gauntlet of issues surrounding investing and ESG (Environmental, Social, and Governance), and politics in the energy space, with the thread being Paul's new book, The Race to Zero: How ESG Investing Will Crater the Global Financial System. In part one, Trisha and Paul cover the SEC rule on climate, and Paul explains the outsized role of weather and transition risks, along with the increase in lawsuits against oil and gas that the SEC admits will happen. He gets into the incredible pressure on the oil and gas industry and what the 806-page SEC rule on climate actually does and is intended to do. They talk about the Fed, climate, and politics, and Trisha asks Paul where we are in the ESG timeline spectrum or stage. Paul says we are in the end stage or the enforcement stage of the Paris Agreements and the UN Sustainable Development Goals, which have not actually been fully ratified by both branches of the U.S. Congress. Trisha asks Paul to get into manufacturing and utilities and the "transition risk" and the impact of this SEC rule on climate on these industries, their need for energy, and their ability to make things. They talk about the ability of U.S. companies to compete, with Trisha referencing Germany and the fact that half of their auto manufacturing capacity is currently idle. Paul gets into intermittent power, higher prices, less reliable power, outsourcing manufacturing, and companies having to get their own power with an "every man for himself" approach because they cannot rely on the grid. Paul takes on politics here, explaining that these green climate policies are being pushed through by undemocratic means, largely by the left and the Democratic Party. Trisha and Paul close part one of this two-part PetroNerds special by talking about the themes of the book and whether oil and gas do better under a Democrat or Republican. The old thinking that oil does better under a Democrat needs to be reassessed in the age of aggressive ESG and climate policies. Listen on Itunes
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    44 mins
  • China, Power, and CO2

    China, Power, and CO2
    Sep 30 2024
    Recorded on September 18, 2024 https://www.youtube.com/watch?v=Ayp_blmDYMI Episode 116 of the PetroNerds podcast is a compact heavy hitting PetroNerds special focussed on explaining the role of traditional fuels in the economy and the reality of power generation and CO2 emissions in the US and China. This is Trisha Curtis' talk at the Dry Fork power plant in Gillette, Wyoming on September 18th, 2024 to state legislators from across the US who were visiting Wyoming's energy facilities on behalf of the Wyoming Energy Authority. Trisha walks legislators through the actual data of US oil and gas production, US oil and gas prices, the dramatic rise in electricity prices, the incredible decrease in US CO2 emissions, and the dramatic growth in Chinese CO2 emissions. Trisha explains that China not only has 1/3 of global power generation, they also have more coal fired power generation than the US has total power generation. And Chinese CO2 emissions and global CO2 emissions are rising as the US and states like Colorado look to aggressively decarbonize and decommission reliable baseload power generation from coal and natural gas. Trisha does this all in 15 minutes. This is a fast paced heavy hitting podcast that you are going to listen to more than once and share with all of your peers. Trisha gave this presentation and talk as the CEO of PetroNerds and the economist for the American Energy Institute. She introduces this podcast with a brief introduction to discuss the decline in oil prices, the interest rate cut by the Federal Reserve, and China's stimulus efforts which are not helping oil prices. Listen on Itunes
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    40 mins
  • The Economy, Geopolitics, and Oil

    The Economy, Geopolitics, and Oil
    Sep 13 2024
    Recorded on September 11, 2024 and July 12, 2024 https://www.youtube.com/watch?v=Xl09qODB9vg Episode 115 of the PetroNerds podcast is another jam-packed PetroNerds special you are going to listen to, relisten to, and share. This is the keynote address that Trisha Curtis gave to IPANM, the Independent Petroleum Association of New Mexico in Albuquerque, New Mexico on July 12th, 2024. This podcast is front-loaded with an energy-dense PetroNerdy market update covering everything from the softness and deterioration in oil prices, the Fed and inflation, weakness in the Chinese economy, lack of attention on geopolitics, and updates on the war in Ukraine, elections in the US, and Chinese power generation stats and CO2 emissions and much more! In this keynote address and talk Trisha covers the current state of the Biden Administration, global elections, US oil production, the health of the US economy and the consumer, inflation and the non recession, the non-ESG friendly energy transition, whack-a-mole CO2 emissions, the real problems with China, Russia, Iran, the war in the Middle East, Houthi attacks on ships in the Red Sea, Chinese CO2 emissions and exports of cheap green tech, the resilience of US shale, and everything in between. Make sure to check out the article Trisha Curtis published with Real Clear Energy as the Economist for the American Energy Institute: "America's Energy Success has Nothing to do with the Biden Harris Administration" https://www.realclearenergy.org/articles/2024/09/03/americas_energy_success_has_nothing_to_do_with_the_biden-harris_administration_1055870.html and the US shale paper Trisha Curtis did for the Oxford Institute for Energy Studies that was published in their September 2024 Forum Journal. The paper is called "US Shale Oil - Relentlessly Resident" https://petronerds.com/wp-content/uploads/2024/09/US-Shale-Oil-Resiliency-PetroNerds-Trisha-Curtis-September-2024.pdf Listen on Itunes
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    1 hr and 27 mins

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