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
  • US Frac, the Fed, and Oil

    US Frac, the Fed, and Oil
    Dec 20 2024
    Recorded on December 18, 2024 and October 3, 2024 https://www.youtube.com/watch?v=hUetfgKI13c Episode 122 of the PetroNerds podcast is your pre-Christmas PetroNerds special. This podcast is the panel discussion Trisha Curtis hosted at the Denver Earth Resources Library with Leen Weijers, VP of Field Engineering at Liberty Energy and Brenton Cheeseman, VP of North America at NCS Multistage. Trisha spends time talking to Leen and Brenton about growth in US oil production, the role of the US service sector, and the incredible efficiencies made in the past few years. This is a candid conversation covering production, efficiency gains, a sub 600 rig count, horizontal lateral lengths, and the state of the service sector. Trisha asks Leen and Brenton to talk about the efficiencies in drilling and frac, completions, the speed in drilling, the growth in lateral lengths, and refracs. They talk about consolidation, the future, the Rockies, the Bakken, the role of the service sector, and the number of frac fleets. Trisha introduces this podcast with a fresh market download on oil prices and the macro, the Federal Reserve's hawkish interest rate cut, and what clients and the industry are asking about in 2025. She spends twenty minutes getting you completely up to speed on the Federal Reserve rate cut and meeting and the mixed messages and confusion the Fed has caused. Trisha explains to listeners the biggest macro factors driving oil and the weakness in the global economy. She closes the intro telling listeners about her Common Sense Institute Report that has just been released on the state of Colorado energy, rising electricity prices, CO2 emissions, and lack of growth in Colorado oil production. The paper can be found here. https://www.commonsenseinstituteus.org/colorado/research/energy-and-our-environment/key-trends-in-colorados-energy-landscape. This panel discussion took place at the Rockies Expo at the Denver Earth Resources Library downtown Denver on October 3rd, 2024. Listen on Itunes
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    1 hr and 30 mins
  • Energy and Trump 2.0 with Chris Wright

    Energy and Trump 2.0 with Chris Wright
    Dec 6 2024
    Recorded on December 5, 2024 and November 11, 2024 https://www.youtube.com/watch?v=1MBxiCkwpxQ Episode 121 of the PetroNerds podcast is another PetroNerds special, recorded on November 11th, 2024, with Chris Wright at Liberty Energy's office in Denver, Colorado. This is right after the election victory of Donald Trump's second term and days before Chris Wright is officially named Trump's pick for US Energy Secretary. Jason Isaac, the President of the American Energy Institute, hosts and moderates a panel discussion with Chris Wright and Trisha Curtis, the CEO of PetroNerds and Economist for the American Energy Institute. Trisha Curtis opens this podcast with a jam-packed intro covering oil price moves, the OPEC Plus cut extension, France's political chaos, and what Trump means for US energy and global energy. She tries to clarify the opportunity and leverage and levers this new Administration has on energy, from sanctions on Iran to refilling the SPR to lifting the "pause" on permits for new LNG exports. In the panel discussion, Chris Wright talks about energy sobriety and the importance of energy knowledge, energy policy, and energy security. When speaking about President-elect Trump and energy, Chris said, "He intuitively gets it… Energy is not a sector of the economy; it is the sector of the economy that enables everything else we do. If we get energy wrong, nothing else matters." He talks about bad energy policies that do not help the environment and hurt people's lives. Trisha Curtis talks about the difference between Biden and Trump, the complete change that will be seen in energy and broader policies, high energy prices and lots of regulations under Biden, and the night-and-day policy switch with Trump and the current market euphoria. She gets into the delta between what you are charged for natural gas by utility companies and the actual price of natural gas, a gap of about $20, and she talks about adding more natural gas into the electricity pool, stemming the decommissioning of coal, lowering US electric bills, building out more natural gas infrastructure in the US, and exporting more natural gas. Chris Wright gets into Trisha's favorite subjects, China, manufacturing, and coal! Chris talks about building infrastructure in the US for manufacturing and industry and consuming more domestic energy for manufacturing. "We could produce 20 percent more in natural gas." Trisha talks about China and tariff exposure to China and what Trump intends to do. Trisha and Chris talk about Germany and China and the bad policies in Germany, energy and otherwise. Jason Isaac brings up the high standards of US air quality. Chris talks about growing up in Denver and the improvement in air quality. Jason asks Trisha to talk about economics and tariffs, and Trisha gets into China and tariffs and explains the need for hawkishness on China and the need for tariffs with a foreign adversary. She gets into Iran and their crude exports to China as well as the cheap China goods coming into the US and the need to make these goods in the US. Trisha comments on "decoupling" with China and the need to be more hawkish and more educated on China. Chris says, "Everything you hold dear relies on energy," and he says we are definitely going to see a shift toward affordable and secure energy and the need to address the grid and affordable power. "Trajectory and dialogue" first, then the reality will come later. In the question and answer session, an attendee asks about EPA rules and the ability for the EPA to unwind or roll some of those rules back. Chris Wright explains that this will take some time and this will be tricky, but rolling back some regulations and bold actions for energy sobriety will probably be implemented. Trisha Curtis added to that answer by talking about Trump pulling out of the Paris Climate Accords and the dramatic shifts in what the EPA will be doing and pushing.
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    1 hr and 4 mins
  • Post Election Rip: US Shale and Geopolitics

    Post Election Rip: US Shale and Geopolitics
    Nov 21 2024
    Recorded on November 15, 2024 and November 13, 2024 https://www.youtube.com/watch?v=IeqeFpP1UXc Episode 120 of the PetroNerds podcast is a show-stopping 30-minute post-election run down covering everything from U.S. shale to geopolitics. This podcast is Trisha Curtis’ talk and presentation to the Oklahoma Petroleum Alliance in Oklahoma City, Oklahoma on November 13th, 2024 with a fresh market intro from Washington, DC. This heavy-hitting and fast-talking podcast gives you a full post election analysis of what a second Trump Presidency means for energy and how radically different this will be from the previous four years. Trisha also walks her audience and listeners through the US and global economy and the messy and intense state of geopolitics. She talks about the macro, the economic health of the global economy, the spare capacity out of Saudi Arabia, robust production out of Russia, North Korean troops in Russia, and China’s financing of both Iran’s proxy endeavors against Israel and the West as well as China’s funding and support of Russia for the war in Ukraine. She gets into the rising electricity prices in the U.S., wind and solar and coal power, potential growth of natural gas, and the desperate need to embrace U.S. domestic energy to lower energy and power costs for the average American and the average business. And lastly, Trisha brings this PetroNerds presentation and podcast home by talking about shale production and the whopping 13.4 million barrels per day of oil the U.S. is producing. She talks about election implications and what it means for shale and U.S. energy. This is a podcast you are going to want to listen to, relisten to, and share with your friends and colleagues! Listen on Itunes
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    45 mins

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