The PetroNerds Podcast By cover art

The PetroNerds Podcast

By: The PetroNerds Podcast
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  • Summary

  • Unconventional Thinking for an Uncertain World
    642523
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Episodes
  • Shale 2.0 with Buckhorn Production

    Shale 2.0 with Buckhorn Production
    May 18 2024
    Recorded on April 30, 2024 https://www.youtube.com/watch?v=b8BtHLEkfCQ Episode 108 of the PetroNerds podcast is another PetroNerds special. Trisha Curtis, CEO of PetroNerds, is joined by guest Sam Shiverick, CEO of Buckhorn Production. Buckhorn is a production company that purchased unconventional horizontal wells from an operator in New Mexico in the Permian Basin in 2020. This is an incredible conversation that highlights the longevity and future of US shale. Buckhorn is literally breathing new life into older unconventional assets and increasing output and showing just how profitable it can be. Sam explains the history behind Buckhorn and his background in oil and gas and then Trisha and Sam get into the market dynamics and how Buckhorn is differentiated with a lower cost structure and much lower risk profile as it is not drilling and completing wells. They discuss the business model, older wells, methane, ESG, refracs, and a lot more. This is Sam Shiverick's first podcast. He is an incredible guest and PetroNerds cannot wait to have him back on the podcast. Listen on Itunes
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    1 hr and 2 mins
  • The Fed vs. the Consumer, Inflation, and Oil

    The Fed vs. the Consumer, Inflation, and Oil
    May 3 2024
    Recorded on May 1, 2024 https://www.youtube.com/watch?v=lvrIWJeT6Kc Episode 107 of the PetroNerds podcast is a complete rip and review of the US economy, inflation, a weakening consumer, the Federal Reserve and interest rates, the Chinese economy, and oil prices and oil demand. Trisha Curtis, host of the PetroNerds podcast and CEO of PetroNerds, walks listeners through Chairman of the Federal Reserve Jerome Powell's speech on May 1st and the reality of inflation not being appreciated by the dovish Fed. She goes through the poor earnings of stocks from Starbucks to McDonald's, all based on declining sales on the back of inflation and a tapped out consumer. The impacts this has to oil demand and oil prices are very real, but ongoing hot wars, the Houthis continued attacks to ships in the Red Sea and Indian Ocean, Chinese tensions in the South China Sea, and Russia's continued barrage against Ukraine are all keeping prices elevated. Trisha closes the podcast with a number of newsworthy items including US production coming back above 13 mbd in February 2024, US CO2 emissions declining on the back of US natural gas, and much more. This is a jam packed podcast you are going to want to listen to twice and share with everyone you know! Listen on Itunes
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    46 mins
  • War, Energy, and Politics

    War, Energy, and Politics
    Apr 19 2024
    Recorded on April 18, 2024 https://www.youtube.com/watch?v=9sa4TS6Vxhc Episode 106 of the PetroNerds podcast is your complete market update and round the world tour on what is happening in the oil market, energy, the global economy, and geopolitics. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, takes listeners from natural gas prices in the US to the Middle East and back again. This podcast dives into the drivers for oil prices, the war in the Middle East and the Iranian strikes on Israel, Russia's energy infrastructure targeting in Ukraine, OPEC spare capacity, US production of oil and natural gas, rising US electricity prices, stubborn US inflation, and the the lack of interest rates cuts by the US Federal Reserve. This is a podcast you are going to want to relisten to and share with your friends and colleagues. In 53 minutes Trisha covers what is driving oil prices, natural gas production in the US and natural gas prices, geopolitics and war and Iran's attack on Israel on April 13th, the SPR, global spare capacity, OPEC and Russian production vs. OPEC Plus targets, US production and lower US rig count and US activity, the complexity of high oil prices and low natural gas prices in the US, the Biden Administration's stance on Iran and their unwillingness to enforce sanctions on Iran crude exports to China, electricity inflation in the US and power demand, and the impact of politics and policies on oil and gas prices in the US. Trisha gets into power generation and natural gas explaining that half of US power generation is coming from natural gas. She talks about power generation and manufacturing, EVs and Hertz and the slowdown in sales and adoption of EVs, inflation and electricity prices and the $1.74 natural gas prices NOT being passed along to consumers, and Russian attacks on Ukraine and Ukraine's energy infrastructure and power generation. She discusses the Fed, interest rates, no interest rate cuts, inflation, housing prices and mortgage rates, new home sales being down and housing prices being up, the demand for electricity and power generation by chip companies and bets on AI, the geopolitical angst within the market, and Russia, Iran, and China ties. She closes the podcast by talking about the need for market intelligence and leadership in oil and gas, not just because it is the right thing to do, but because it is also the right thing to do for your shareholders. Trisha talks about politics and policies and raising energy IQ. She talks about the differences between Biden and Trump on oil and gas prices and infrastructure, regulations, and business. Listen on Itunes
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    53 mins
Management Economics Personal Finance
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