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The PetroNerds Podcast

The PetroNerds Podcast

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 Unconventional Thinking for an Uncertain World642523 Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Oil and Nuclear

    Oil and Nuclear
    May 24 2025
    Recorded on April 29, 2025 https://youtu.be/0TjOHjQXxuo Episode 132 of the PetroNerds podcast is a true PetroNerdy special and the first PetroNerds podcast with a focus on nuclear energy. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is joined by guest Doug Sandridge, Senior Vice President of Fulcrum Energy Capital Funds. He is also the founder of Oil and Gas Executives for nuclear. Trisha and Doug open this podcast talking about oil prices and the state of the oil and gas industry and then dive into the topic of nuclear power and energy. They cover an overview of nuclear power in the US and the world, Doug's interest in nuclear as an oil and gas executive, and a lot in between. Trisha and Doug talk about China, the Middle East, active nuclear plants in the US, and saving plants vs. building new nuclear plants. They talk about the difficulty in building new nuclear plants and why as well as the current optimism and momentum around nuclear energy. They discuss the role of nuclear energy and power and the need for affordable reliable energy. Listen on Itunes
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    1 h y 19 m
  • “Energy is Power”

    “Energy is Power”
    May 9 2025
    Recorded on May 7, 2025 and January 16, 2025 https://youtu.be/AsKA7RStov4 Episode 131 of the PetroNerds podcast is a true PetroNerds special. This podcast is the lecture Trisha Curtis gave at the Eisenhower School for National Security and Resource Strategy on January 23, 2025. In this lecture Trisha explains that energy is power, literally and figuratively, and she spends time putting energy in the context of geopolitics getting into the weeds on the US, China, and Russia. This introduction is special in and of itself. Trisha explains what is happening in oil prices and why they are oversold and gets into OPEC output increases and why this actually makes sense right now. In this heavy hitting geopolitical lecture Trisha covers Iran, Saudi Arabia, demand for power generation, energy realities and geopolitics, coal, natural gas, and oil, and net zero being a fantasy. She discusses US energy leverage and dominance that has not been leaned into and used, energy implications for auto manufacturing and military capacity, ammunition supply, implications for the global economy of traditional fuels, getting real on the energy transition, lack of information in the market place and the lack of appropriately evaluating traditional fuels. Trisha also covers the onerous regulations and aggressive green policies in Europe and their lack of participation in AI, their deindustrialization, and their inability to defend themselves. Trisha gets into oil prices, the health of the US and global economy, the role of natural gas prices and the impact to hurting US manufacturing, resiliency of US shale, natural gas prices and US oil and gas production, OPEC spare capacity and global spare capacity and Saudi production. She further discusses Germany's unhealthy economy, stagflation, high electricity prices, rising unemployment, and increasing manufacturing capacity sitting idle, and their exposure to China, the SPR and the actual use cases for it and selling off, Ford and CATL, climate change and the techolongs of wind, solar, and batteries in extreme temperatures, She covers the importance of infrastructure and pipelines, the US leaving the Paris Climate Accords, the US exporting more LNG and increasing global energy security, Chinese auto dumping and undercutting global manufacturing, and China's fictitious GDP growth. Trisha spends a lot of time in the Q&A talking about electricity, wind and solar, Chinese coal and competition, the US SPR and refilling it, US shale and execution during and coming out of COVID, longer laterals and less wells and less rigs, global primary energy consumption, AI and electricity demand, Chris Wright, LNG, and America being open for business. Listen on Itunes
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    1 h y 58 m
  • Buckle Up – Oil and Geopolitics

    Buckle Up – Oil and Geopolitics
    Apr 25 2025
    Recorded on April 24, 2025 and March 18, 2025 https://youtu.be/L6O9xlM-R7c Episode 130 of the PetroNerds podcast is the show stopping jam packed talk Trisha Curtis gave at the Houston Producers Forum on March 18th, 2025. Do not worry, she gets you up to speed on oil prices with a short introduction to this heavy hitting talk. Trisha discusses oil prices being oversold and the 10 year yield in the introduction. At the Houston Producers Forum talk Trisha covers oil prices and what is driving oil prices, geopolitical volatility, natural gas prices, Chris Wright's leadership in Washington, CERA week capitulation and "peak shale" talk, coal, wind and solar power, China, the IEA and Fatih Birol, tariffs and the de minimis rule, Mexico and Vietnam, the Chinese economy and global oil demand, inflation and the weakened consumer, DeepSeek, and Chinese industrial electricity consumption. Trisha further covers geopolitics including Iran, Russia, Ukraine, and China, economic uncertainty and tariffs, and the health of the consumer, energy is everything, and US oil and gas production dominance. And yes, she does this all in 40 minutes. Listen on Itunes
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    1 h y 11 m
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