The PetroNerds Podcast

By: The PetroNerds Podcast
Listen for free

  • Summary

  • Unconventional Thinking for an Uncertain World
    642523
    Show more Show less
Economics Management Personal Finance
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • US Election and Energy Special

    US Election and Energy Special
    Nov 1 2024
    Recorded on October 30, 2024 https://www.youtube.com/watch?v=w4XY972tpoM Episode 119 of the PetroNerds podcast is a US election PetroNerdy special focussed on the impacts to US energy from this consequential Presidential election. Trisha Curtis, CEO of PetroNerds, is joined by Jason Issac from the American Energy Institute and former Texas representative. This fun election special tries to get into the politics and policies while keeping it relatively entertaining. This podcast is politically focussed but it is not light on passion or data. Trisha does a fliparro where she hands off the moderating and interview to Jason and becomes the guest on her own podcast. Jason asks Trisha a series of questions from her interview with BBC to domestic policy impacts of the US election and foreign policy. The goal of this podcast was to try and dispel some of the bias Trisha sees on market coverage with regards to energy, the economy, and the election. Trisha and Jason talk about policy impacts to US oil and natural gas as well as electricity prices, Iran and China. They talk about Harris' flip flopping on fracing, what fracing actually is, and how a Harris Administration will be much harsher on oil and gas than the Biden Administration and how Harris' domestic energy policies will be a continuation of his policies and much worse. Trisha gets into inflation, lowering energy costs and electricity bills for the US consumer, and how to make the US consumer and US manufacturing competitive again. They discuss all of this and a lot more! Listen on Itunes
    Show more Show less
    1 hr and 17 mins
  • ESG, Climate, and the US Election – Part 2

    ESG, Climate, and the US Election – Part 2
    Oct 26 2024
    Recorded on October 23, 2024 and October 2, 2024 https://www.youtube.com/watch?v=2RHqkhvyXb8 Episode 118 of the PetroNerds podcast is part two of the politics, ESG, and climate special with Paul Tice, NYU Stern Professor, investor, and fellow at the National Center for Energy Analytics. Trisha Curtis starts this podcast with a complete rip of the current volatility in US and global markets, oil prices, the US election, comments by Paul Tudor Jones on CNBC on debt and economic crises, the Harris team's comments on not enabling US oil and gas and fracking, Baker Hughes' CEO comments on the role of natural gas as a "transition fuel" and a "destination fuel," and Trisha's contentious interview with the BBC on their Rare Earth program. Trisha Curtis on BBC https://www.bbc.co.uk/sounds/play/m00244x3 The conversation continues with Paul Tice and Trisha Curtis asks Paul a series of questions on ESG and ESG vs. DEI. Paul talks about companies and climate science and a lack of push back and leadership across the board. They get into regulations, the Paris Climate Accord, SDG rules, and Trisha gets into primary energy consumption in the OECD vs the non OECD. They talk about regulations and politics and fracking bans and the reality of a Harris Administration vs. Trump. Paul says we need to educate the public and use the legal system to push back. Trisha talks about politics, the election, and how the oil and gas industry may not be able to come back from another four years of this. Paul talks about the use of setbacks and other limitations to ban fracking without banning fracking. Paul and Trisha talk about US production, policies against the oil and gas industry, the resiliency of US oil production, and the industry's need to get real on politics. Paul says ESG allows the developing world to produce oil and gas while strangling the developed world and the West from producing oil and gas. He talks about the need to challenge the underlying premise of climate. Trisha asks Paul about the proponents of ESG and how it is distorting and impacting business and Paul dispels that ESG is not helpful for financial performance. Paul says oil and gas has to be more outspoken but also more selective in their investors. Paul Tice says "anyone who wants to talk about ESG metrics is not a real investor." Paul closes the podcast by saying there are ways to turn the tide with politicians and business leaders getting over the fear factor and pushing back on ESG and climate. There is soo much in this jam packed mic drop podcast you are not going to want to miss it folks. Share this PetroNerdy PetroNerds special with your friends and colleagues. Listen on Itunes
    Show more Show less
    1 hr and 26 mins
  • 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
    Show more Show less
    44 mins

What listeners say about The PetroNerds Podcast

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available