Recorded February 26, 2026 and November 7, 2025

Episode 151 of the PetroNerds podcast is an Oxford special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, gives a 20 minute introduction on the state of the oil market, Trump’s State of the Union, tariffs, geopolitics and Iran. This body of this podcast is Trisha’s talk and presentation to the Oxford Institute for Energy Studies’ Oxford Oil Day. Trisha walks listeners through the resiliency in US shale production and why it has continued to grind higher despite lower oil prices, a lower rig count, and fewer wells being drilled. This is a heavy hitting podcast you are going to want to listen to, relisten to, and share with your colleagues and friends. Please reach out to PetroNerds directly at petronerds.com.

Recorded February 11, 2026, and November 5, 2025

Episode 150 of the PetroNerds podcast is a true PetroNerds special. This 150th PetroNerds podcast is celebrated with a fresh market introduction covering oil prices hitting $65 a barrel on February 11th, 2026. Trisha Curtis, CEO of PetroNerds, gets into the oil price moves, US and Iran negotiations, China’s increased purchases of Russian crude oil, and rising US natural gas production in November 2025. The body of the podcast is the panel discussion Trisha Curtis organized and moderated at the Denver Earth Resources Library on November 5th, 2025 when oil prices were $60 a barrel. The panel discussion included Nathan Anderson with the North Dakota Department of Mineral Resources, Tad True with True Companies and Bridger Pipeline, and Joe DeDominic with Anschutz Exploration. All three executives bring a wealth of knowledge from their respective companies and oil plays. Trisha covers $60 oil and “peak shale” with all panelists. Trisha gets into the weeds on North Dakota and the Bakken with Nathan and asks Nathan to talk about the sustainability of production, the interest by private equity, and how much there is left to drill in the prolific Williston Basin. She asks Joe to talk about Anschutz’s position in the Powder River Basin in Wyoming as well as the Uinta in Utah. Joe talks about their lower well costs and how they are positioning themselves at $60 oil. Trisha and Tad discuss the midstream side of the business, and Tad’s experience in North Dakota, the Uinta, and the Powder.

Recorded January 20, 2026, and November 13, 2025

Episode 149 of the PetroNerds podcast is a heavy-hitting, energy-dense, PetroNerdy geopolitical special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, packs hours of intel into her 30-minute talk and presentation to the PetroLeum Alliance of Oklahoma on November 13, 2025.

Fresh from London, Trisha does not miss a beat in Oklahoma City, covering the state of the oil market, the pessimism seen in oil prices throughout 2025, the resiliency of US shale, and the incredible geopolitical risk factors not being priced into oil, including China and Russia. Trisha introduces this PetroNerds special with a complete market update focusing on the tragic events in Iran and the oil prices in the first three weeks of 2026. This is a timely, not-to-be-missed podcast you’ll want to re-listen to and share with your colleagues and friends.

Please reach out to PetroNerds directly at https://petronerds.com/contact/ and check out PetroNerds and Trisha on Steve Gruber’s Real America’s Voice this week.

Recorded January 6, 2026 and September 9, 2025

Episode 148 of the PetroNerds podcast is a 2026 New Year showstopper. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is joined on stage at the Houston Producers Forum by Ron Gusek, CEO of Liberty Energy, Andrew Novotny, CEO of Calpine, and Sheldon Burleson, CEO of Rockcliff Energy. Trisha moderates this star studded panel conversation covering everything from oil and gas prices and power demand to natural gas production and artificial intelligence. But before this esteemed panel discussion, Trisha gets PetroNerdy with a fresh and thorough market recap on oil prices, oil production, and events in Venezuela.

This panel discussion took place on September 9th, 2025 in Houston at the Houston Producers Forum. Ron Gusek covers everything from the oil and gas market to power solutions. He describes frac expertise and knowledge being translated into power generation. Ron talks about the behind the meter power solutions Liberty is working on, the oil and natural gas market, and the US not ceding market share to the Middle East. He also talks about peak shale and how the US can maintain 13.5 mbd with relative ease. He discusses the role of higher oil prices, the efficiency of the industry, and the ability to increase output in the US and Canada for both oil and natural gas. Andrew Novotny talks about AI power demand, hyperscalers, and the actual amount of natural gas demand for power from AI. He talks about grid connected power and the abundance of electricity, most of the time, but the problems when there is scarcity and lack of power availability in the specific window of hours where cost is incredibly high. “We have a ton of power outside of 200 hours.” He also talks about power companies being behind and unable to connect folks in the oil and gas field to the grid. He speaks to the lack of energy density in wind and solar power and wind and solar requiring greater transmission which drives the cost of this intermittent power up. Sheldon Burleson discusses the excitement around natural gas and investment in natural gas, especially in private equity. He talks about the areas with the lowest breakevens and the shift in thinking about drilling and completion costs. Companies are rethinking DUCs and are now building drilled and completed wells (DACs) and then waiting to bring these wells online and into production. Sheldon talks about the change from growth to capital discipline in the context of “peak shale.” The audience asks fantastic questions ranging from power in the field from flares and changes in the fuel powering frac fleets. The panelsist knocked Trisha’s questions and the audience’s questions out of the park.

PetroNerds cannot thank these gentlemen enough for their intel, insight, and candid remarks. This is an incredible PetroNerds podcast you are going to want to listen to and watch, more than once, and share with your colleagues and friends.

Recorded December 16th, 2025

Episode 147 of the PetroNerds podcast is a PetroNerdy Christmas special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast is joined by Jason Isaac, Founder of the American Energy Institute.

Trisha and Jason cover the world, from US electricity and coal to Venezuela to Russia and Ukraine. Trisha talks about the economy and the sell off in oil prices and natural gas prices being overdone and the geopolitical realities still in the market, including the US seizing Venezuelan crude tankers and the ongoing Russian war in Ukraine.

Jason and Trisha talk about the economy, unemployment rising to 4.6 percent, the labor market, the Paris Climate Accords, and Ford’s announcement to write down EVs and focus on hybrid and more affordable pickups. Trisha talks about China and the coal fired power generation in China and how exactly this stacks up to US power generation. Trisha and Jason spend time talking about rising electricity prices, Californians being behind on their electric bills, aggressive green policies in states which has led to rising electricity prices, and the need for education and policy changes in power generation. Trisha wants coal for Christmas. She wants coal in her stocking and more coal fired power generation in the grid, not less. She talks about natural gas production, natural gas prices, and rising LNG exports.

Trisha and Jason talk about the energy policies of the Trump Administration and the work Chris Wright is doing, his “I love coal” comments at the newly renamed National Laboratory of the Rockies (formerly National Renewable Energy Laboratory). Trisha Curtis is the American Energy Institute’s economist.

Her article in Daily Signal on “Rising Electricity Prices Started Well Before AI” can be found here: https://www.dailysignal.com/2025/11/18/rising-electricity-prices-started-well-before-ai/.

And Trisha’s latest interview on Steve Gruber’s Real America’s Voice can be found here: https://rumble.com/v731tow-trisha-curtis-pipelines-lng-and-americas-power-bills.html and https://www.youtube.com/watch?v=i6il0x4zwJ4.

Recorded December 2, 2025 and October 29, 2025

Episode 146 of the PetroNerds podcast is another heavy-hitting, energy-dense PetroNerds episode to get you caught up on oil and geopolitics. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, begins this episode with a fresh PetroNerdy update on the market covering Russia and Ukraine, the U.S. meeting with Putin in Russia, Japan–China tensions, U.S. oil production at 13.84 mbd, natural gas prices nearing $5/mcf, and the Fed.

The body of this podcast is Trisha’s keynote address in Houston on October 29th, 2025, at Whitley Penn’s “Fueling the Future” conference. The keynote panel is moderated by Amanda Beabout, Audit Partner at Whitley Penn. This is a timely and prudent discussion covering the gauntlet.

Trisha gets into the state of oil prices and the pessimism surrounding oil prices throughout 2025, Trump in South Korea and his upcoming meeting with Xi, China and rare earths, oil on the water, Saudi Arabia and OPEC Plus, and geopolitical risk. Amanda asks Trisha about her recent opinion piece, “Winning Against China Means Winning on Energy.”

Trisha explains that China is a modern coal power, but the U.S. has more natural gas, oil, and coal than any nation on earth. She talks about U.S. oil production, natural gas production, productivity and longer laterals, and “Drill Baby Drill.” Amanda also asks Trisha to discuss AI as well as the government shutdown.

Trisha talks about China and the U.S. with regard to AI and power generation, and the Fed and the lack of economic data during the government shutdown. She gets into risks in the market and mentions groupthink and cognitive dissonance in the oil and gas industry, risks that the U.S. will produce more than the industry thinks, lack of appreciation of risk with regard to China, and fears surrounding AI.

The keynote address closes with audience questions covering nuclear power, Venezuela, Africa, underinvestment in oil, LNG, U.S. shale, and power and electricity. This is not a podcast you’re going to want to miss. Please share it with your friends and colleagues.

You can reach out to PetroNerds directly on the PetroNerds website here.

You can also find Trisha’s latest opinion piece in the Daily Signal, “Rising Electricity Prices Started Well Before AI.”

And if you want more from PetroNerds, sign up here.

Recorded November 17th 2025 and October 16th, 2025

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.

Recorded November 4th, 2025 and September 17th, 2025

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”