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The PetroNerds Podcast

The PetroNerds Podcast

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Episodios
  • Oil Negativity, Geopolitics, and Power

    Oil Negativity, Geopolitics, and Power
    Nov 20 2025
    Recorded November 17th 2025 and October 16th, 2025 https://youtu.be/wwjALnq6FAQ Episode 145 of the PetroNerds podcast is another deep dive conversation with Trisha Curtis on the state of oil prices, natural gas and AI, electricity prices, geopolitics, OPEC Plus and Saudi Arabia, and Russia and China. This is Trisha Curtis’ keynote address to Whitley Penn’s Fueling the Future Dallas, Texas conference on October 16th, 2025. Trisha is joined by the moderator of the fireside chat, Buffie Campbell, Director at Whitley Penn. Before this keynote, Trisha provides PetroNerds listeners with a fresh market update recorded on November 17th, 2025 covering the recent rise in natural gas prices and LNG exports, oil prices, Japan and China rift, and the Fed. The keynote address and conversation starts with the negativity surrounding oil prices and state of the market, why oil prices keep trading lower, US oil production vs. sentiment and risks in the auto market and the US and global economy. Trisha talks about the poor understanding of China’s economy and oil demand, oil on the water, ceasefire in Gaza, and Trump's potential meeting with Putin, peak shale vs. plateau shale, and $67/barrel WTI average for 2025. Buffie asks Trisha about policies and “Drill Baby Drill” and Trisha discusses rigs, lateral lengths, horsepower, and efficiencies. She talks about the Administration’s desire for low oil prices, AI and infrastructure needs and electricity prices, and says “we do not have a problem with natural gas supply, we have a problem getting it into the grid.” Trisha discusses electricity prices in the US vs. the rest of the world, specifically China and Germany. She gets into OPEC Plus production increases and Saudi Arabia, whether they understand US shale, Iraq and Iran, and sanctioning Russia. She talks about how US oil production gives the US incredible geopolitical opportunity and flexibility. Buffie asks Trisha about geopolitics and China and Trisha discusses Indian and Chinese purchases of Russian crude, China and rare earth minerals, risks and lessons from Russia, US vs. China refining capacity, and refining rare earths. Buffie asks Trisha about AI and job layoffs and the oil and gas industry layoffs. Trisha explains how important it is to develop infrastructure for natural gas from the wellhead to end consumption, the hype around AI and power demand, and the hotness of the midstream. In Q&A Trisha talks about wind and solar, coal, access to energy and human rights abuses, refining margins, and national security.
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    1 h y 21 m
  • Oil Prices, China, and the Economy

    Oil Prices, China, and the Economy
    Nov 7 2025
    Recorded November 4th, 2025 and September 17th, 2025 https://youtu.be/mbpQoAp0AUc Episode 144 of the PetroNerds podcast is another heavy hitting PetroNerdy special. The body of this podcast is Trisha Curtis' talk to the Fort Worth Chamber of Commerce on September 17th, 2025. Trisha introduces this podcast with a fresh market update covering OPEC Plus' recent output increase, the Xi and Trump meeting, China and the US, geopolitics, the Fed, and the consumer. In this presentation and talk Trisha takes listeners through the oil market and the economy and begins the presentation and talk with oil prices and the health of the economy, the move to $65 oil on the back of Ukrainian strikes on Russian refineries, Putin and Russia's drone incursions into European airspace, and Xi Jinping's SCO meeting with North Korea, India, and Russia, and China's military parade. Trisha talks about natural gas prices and the natural gas outlook and AI demand and power generation, US vs. China and the AI race, and OPEC Plus and Saudi output and market share. She gets into oil prices and the sentiment of the oil industry, crude oil inventories, explaining tariffs and what they mean and why, tariffs on India and China, Chinese crude oil stockpiling, and China's support of Russia. Trisha further dives into tariffs being about China and competition with China, the US manufacturing industrial base, manufacturing and the role of power generation. She gets into the rig count, longer laterals, the efficiency of the service sector and the resilient output of US shale, LNG exports and prices, global LNG market, US natural gas prices and residential natural gas prices, EIA nat gas price spike projections, and electricity prices. She talks about global coal consumption, Chinese coal consumption, global electricity, Chinese electricity, and Chinese oil and gas consumption and their economy. The last 15 minutes are filled with excellent questions from the audience including peak oil, coal and electricity prices, and oil and natural gas prices projections. Trisha Curtis' interview on Real America's Voice Steve Guber Show Trisha Curtis' opinion piece in the Daily Caller, "Winning Against China Means Winning on Energy"
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    1 h y 37 m
  • 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
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