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
  • Tariffs and Geopolitical Volatility

    Tariffs and Geopolitical Volatility
    Apr 4 2025
    Recorded on April 2, 2025 and January 16, 2025 https://youtu.be/27hcScjfsmo Episode 129 of the PetroNerds podcast a heavy hitting round the world tour on tariffs, geopolitics, and volatility. This is the energy dense talk Trisha Curtis gave to the Denver Association of Petroleum Landmen on January 16th, 2025 titled "Outlook for 2025: Optimistic Uncertainty Mixed with Volatility" at the Denver Earth Resources Library. Trisha opens this podcast with a quick take on Chinese tariffs announced on April 2nd and US competition with China. In this presentation Trisha gets into the run up in oil prices in the first two weeks of January, sanctions on Russia, the Fed and inflation, geopolitics, the US economy, and the global macro economy. While Trisha is optimistic about Chris Wright and potential energy policies in the US, she is less certain about the health of the US economy and the US consumer and she is outright concerned about the global economy. Listen on Itunes
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    1 h y 51 m
  • The US Economy and Health of the Consumer

    The US Economy and Health of the Consumer
    Mar 21 2025
    Recorded on March 17, 2025 and March 19, 2025 https://www.youtube.com/watch?v=OaJkh84vf40 Episode 128 of the PetroNerds podcast is an exceptionally timely jam-packed market update on the economy and the health of the US consumer. This a St. Patrick's Day special and Trisha Curtis, CEO of PetroNerds, gets into the color of Kohl's earnings call talking about pressure on discretionary spending for lower income consumers, Costco's earnings call talking about pressure on the higher income consumer, and the major airlines talking about changes in consumer sentiment and shifts in flying. She talks about the Federal Reserve's commentary on the US economy, growth, and unemployment. She discusses inflation and the impact of lasting inflation on the consumer, the average hourly work week, and what is happening under the hood in employment. Trisha also discusses President Trump and the Secretary of Treasury's comments on recession vs. a pullback in the stock market, jobs cuts in DC from the government to contractors, tariffs, oil prices, and geopolitics. PetroNerds and Trisha Curtis are NOT advising on stocks or investments in any form. Listen on Itunes
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    54 m
  • Oil Prices and Oscillating Volatility

    Oil Prices and Oscillating Volatility
    Mar 10 2025
    Recorded on March 7, 2025 and February 28, 2025 https://youtu.be/r7-WmGRE6zM Episode 127 of the PetroNerds podcast is another energy dense and intel rich jam packed podcast on everything you need to know to get you caught up on the oil market and the economy. This podcast is the conversation between Jason Isaac, CEO of the American Energy Institute, and Trisha Curtis, CEO of PetroNerds, recorded as a livestream on February 28th, 2025. Trisha introduces this podcast with a fresh market update talking about oscillating volatility, oil prices, the stock market, oil demand and tariff fears. She gets into the Federal Reserve's comments on the economy and the fears and nervousness in the market. Trisha spends time talking about what is going on in the stock market, in the economy, and what is happening in oil prices with supply and demand. She talks about US production at 13.5 mbd, the rig count and private companies, OPEC production increases and the Saudi nod to Trump, Saudi and Russian production, Iran sanctions, Russia and Ukraine and additional peace deal meetings and the impact on oil prices and natural gas prices. Trisha also talks about Chris Wright's comments on oil prices. One of the biggest questions the industry is asking right now is "what price does Trump want for oil?" She also addresses the SPR and refilling the SPR and how that can be used to put a floor on oil prices. And yes, she does this all in 20 minutes. The hour-long conversation between Trisha and Jason proceeds with more color and detail on all of the above and the latest economic trends in oil, natural gas, and coal, Federal energy policies, tariffs, the market, China, and the first 39 days of the Trump administration. Jason also gets into the state level. This podcast is sponsored by Efficient Markets. Reach out to PetroNerds at https://petronerds.com/. Listen on Itunes
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    1 h y 18 m
  • BONUS EPISODE: Fireside Chat Q&A

    BONUS EPISODE: Fireside Chat Q&A
    Feb 25 2025
    https://youtu.be/nZQ8LBQ38hY If episode 126 of the PetroNerds podcast was not enough, there is more. This bonus PetroNerdy episode is the Q&A Trisha Curtis did after her talk in Midland, Texas for the Society of Petroleum Engineers on November 19th, 2024. Listen on Itunes
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    50 m
  • Russia, the Fed, and Midland

    Russia, the Fed, and Midland
    Feb 25 2025
    Recorded on February 22, 2025 and November 19, 2024 https://youtu.be/IyNgLJ96GYk Episode 126 of the PetroNerds podcast is a deep dive PetroNerds special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, catches listeners up on everything happening in geopolitics and the economy before getting into her talk and presentation to a sold out crowd in Midland, Texas for the Society of Petroleum Engineers on November 19, 2024. This is an hour-long complete rip of geopolitics, oil, and the economy, post election. In the introduction of this podcast, Trisha gets into the meeting between the US and Russia, Saudi's hosting of the meeting, the Fed's comments on tariffs and immigration policies, actual inflation moving up in January 2025, and oil prices and economic jitters. In the Midland talk, Trisha walks listeners through the changes that will be seen in policy and the market by the Trump Administration on energy, gets into the geopolitics of the world and the relationship and thread China has with Russia, Iran, and North Korea. She covers power generation, emissions, LNG, global oil and gas demand, and closes with a look at US shale and what to expect under a Trump Administration. This is not a podcast you are going to want to miss folks. This PetroNerds podcast is everything you need to get you caught up on the market and a whole lot more. This podcast and the associated PetroNerds bonus episode are sponsored by Efficient Markets also known as EnergyNet. Listen on Itunes
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    1 h y 41 m
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