The PetroNerds Podcast

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.

Recorded November 4th, 2025 and September 17th, 2025 https://www.youtube.com/watch?v=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"

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

Recorded on October 10, 2025 and September 8, 2025 https://youtu.be/fXaYfXJ4-hk Episode 142 of the PetroNerds podcast is an energy dense mic drop special with Trisha Curtis and Stuart Turley. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is a guest on Stuart Turley's Energy News Beat podcast. Stuart is also the CEO of Sandstone Group. This is a heavy hitting podcast covering "peak shale" and "peak Permian," OPEC, Russia's war in Ukraine, China, and rising electricity prices in the US. Before this podcast starts, Trisha takes the time to introduce the episode and explain to listeners what is happening with rare earth export restrictions from China, Trump's Truth Social response, and the market fallout. In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC’s bluff, China’s global energy influence, rising electricity costs, the EU’s energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don’t miss it. I had an absolute blast visiting with Trisha, and she is truly a national treasure. Very much like Meredith Angwin is to nuclear, Trisha is to oil and gas. I really appreciate her taking the time to stop by the podcast. Connect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/ and on her website: https://petronerds.com/ Topics Covered: Is the Permian peaking or just getting started? Why U.S. oil & gas output keeps defying forecasts OPEC’s spare capacity myth and Saudi strategy How China weaponizes energy and manufacturing The U.S. refining edge (and why it’s at risk) Colorado, California, and the cost of bad energy policy Europe’s energy collapse & reindustrialization threats Why power generation = national security The truth about LNG, coal, and blackout risk Listen on Itunes

Recorded on September 25, 2025 and September 3, 2025 https://youtu.be/UEIspTABMmo Episode 141 of the PetroNerds podcast is an energy dense, hot off the press, Washington, DC special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, gives a complete market update on oil prices at $65 a barrel, the war in Ukraine, and Trump's speech at the UN. She covers the latest in geopolitics and her recent travels across the country. The podcast is a Washington, DC studio recorded conversation with Trisha Curtis and Jason Isaac. Jason is the President of the American Energy Institute. Trisha is also the economist for the American Energy Institute. In this conversion Trisha and Jason get into the role of the UN in climate, China and China's energy use and China's direct competition with the US, the policies coming out of the Department of Energy and the EPA, power generation and electricity prices, and why it is so important for the US to harness and embrace its incredible US oil and natural gas resources. This is a heavy hitting special recorded in an awesome studio so please watch, listen, and share with your colleagues and friends. And please reach out to PetroNerds directly at petronerds.com. https://petronerds.com/contact/ Listen on Itunes

Recorded on September 11, 2025 and August 28, 2025 https://youtu.be/Z2sqvKk7bCo Episode 140 of the PetroNerds podcast is another energy dense, hot off the press, keynote address that Trisha Curtis recently gave in Midland, Texas. Trisha introduces this podcast with a fresh market update on oil prices, the Fed, escalating geopolitical risk with Russian drones entering Poland, and increasing drone and missile attacks on Ukraine. In this podcast Trisha Curtis, CEO of PetroNerds, sits down with Breanna Oakley, Tax Partner at Whitley Penn, at the Midland Petroleum Club for a keynote address and fireside chat kicking off Whitley Penn's Fuel of the Future conference series. Breanna asks Trisha a series of questions from oil and natural gas prices to what is happening with the Federal Reserve and interest rates? Trisha gets into the drivers of oil prices, global supply and demand, US shale production, "peak shale," natural gas prices, and the excitement around AI. Trisha further dives into geopolitics, OPEC production and Saudi production increases, and Russia's war in Ukraine. Breanna also asks Trisha about the economy and Trisha dives into the health of the US consumer, the Fed, interest rates, and China. Trisha also talks about the Permian Basin specifically, how folks are feeling with prices in the low $60s, and what this means for drilling and completion activity. Listen on Itunes

Recorded on August 27, 2025 and May 29, 2025 https://youtu.be/bSqCLAwxZdQ Episode 139 of the PetroNerds podcast is another PetroNerds special. Trisha Curtis, CEO of PetroNerds, sits down with Bud Brigham, Executive Chairman of Atlas Energy Solutions and Matt Gallagher, CEO of Greenlake Energy in Austin, Texas. She was invited to give a talk and do a fireside chat with these incredible hosts in the first Austin Energy Forum. The questions from the heavy-hitting Austin energy crowd were fantastic and on point. Trisha's fast and dense presentation titled "Volatility is Dominating 2025" covers oil prices, Trump, the economy, geopolitics and conflict, and power generation and prices. She discusses supply and demand and the fact that oil prices are oversold, lower oil prices in a weaker economy, OPEC and Saudi output increases, "peak shale," Chinese and US competition, chips, tariffs and risk. She gets into geopolitics and volatility, discussing Russia and Ukraine, Iran, and China. This talk and presentation, and questions from Bud and Mat,t and the audience do not disappoint folks. Trisha introduces this podcast with a fresh market update covering the biggest things happening in oil prices and the economy, including an update on Russia and Ukraine, the 50 percent tariffs of India, Nvidia and China, and a lot more. Listen on Itunes

Recorded on August 14, 2025 and July 2, 2025 https://youtu.be/X8719jcnZX4 Episode 138 of the PetroNerds podcast is a frac and oilfield service special. Trisha Curtis, CEO of PetroNerds, sits down with Ron Gusek, CEO of Liberty Energy in an hour and a half conversation covering the state of US shale and the frac industry as well as power generation and AI. Trisha introduces this podcast with a fresh market update on oil prices and the economy and the current rig and frac fleet count. She covers the highlights of oilfield service company earnings calls and the whitespace on the calendar in the second half of the year as well as the Trump Putin meeting in Alaska and the Fed and rate cuts. Trisha and Ron discuss the state of oil and gas, supply and demand, "peak shale," the drop in rigs and frac fleets at $65 oil prices, Liberty's activity and work in Australia, power generation and Liberty's investments in power, and the incredible advances Liberty and the frac industry have made in extracting more oil and gas from the rock. In this conversation, Trisha and Ron get into the logical feats of frac, the changes in horsepower and simil and trimul fracs, speed and efficiencies, longer laterals, and the sheer amount of sand being pumping per lateral foot 24 hours a day, 365 days a year. This is an absolute show stopping PetroNerds podcast you are going to want to listen to again and share with your colleagues and friends. Please reach out to PetroNerds directly at PetroNerds.com at https://petronerds.com/contact/. Listen on Itunes

Recorded on July 25, 2025 and August 3, 2025 https://youtu.be/fxYq3F7Xntw Episode 137 of the PetroNerds podcast is a heavy hitting energy dense China focussed special. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, sits down with Jason Isaac, CEO of the American Energy Institute to discuss China, energy and power generation, and energy security and national security. This podcast was prompted by a question Trisha and Jason received when recording a livestream on the Big Beautiful Bill. Someone asked if they could talk more about the US energy industry in the context of national security and energy security and China's rising power and military threat. In this Fliparoo podcast, Jason acts as the host and asks Trisha a series of questions that allow her to dive into the competition between the US and China and lay out the framework and importance of energy in this imperative head to head battle. Before getting started, Trisha updates listeners on everything happening in the oil market and the economy with a fresh introduction covering the recent OPEC output increase, Russia’s provocative tweets, and the Fed. Trisha and Jason then cover everything from the Chinese grid and power generation to the US grid and power generation, the use of power generation in manufacturing military equipment, Europe's supposed increase in military spending, Shell’s pulling out of a sustainability group, Chevron’s purchase of Hess, and US shale productivity. Trisha specifically gets into US national security and the link to energy security, Chinese energy consumption, US power generation and consumption, Chinese power generation, Chinese oil demand, and how competing head to head with China means competing head to head with China on energy. Two great takeaway quotes from Trisha Curtis: “Energy is everything in global competition" and "Shell is waking up to the reality of energy.” Listen on Itunes

Recorded on June 11, 2025 https://www.youtube.com/watch?v=neJZHvXMNdM Episode 136 of the PetroNerds podcast is a heavy-hitting midstream special with Howard Energy Partners. Your host, Trisha Curtis, CEO of PetroNerds, is joined by Mike Howard, CEO of Howard Energy Partners. The two discuss the current oil and gas market, natural gas and midstream, and what it takes to get something built. They get into Mike's career in the midstream and the progression of natural gas, and the shale revolution. Howard Energy Partners gathers and processes natural gas from the Marcellus to the Permian to the Eagle Ford. Mike talks about the business of infrastructure and being a long term diversified midstream company that takes energy products and brings them to the consumer. Trisha gets a little nerdy on the Eagle Ford and varying geology and API gravity shifts from oil to natural gas along the play. They shift into talking about the macro, the long term, and national security, as well as the short term and current natural gas prices. Trisha asks Mike to talk about "peak shale." They also talk about education and the need for education in energy in and outside of the energy market. Trisha asks Mike to talk about how he translates market realities into actually building things in a market and society that does not want to build infrastructure. Trisha and Mike cover all of this and much more folks. Take a listen and share with your colleagues and friends. Listen on Itunes

Recorded on July 1, 2025 https://youtu.be/AqL8SHJOndM Happy 4th of July PetroNerds listeners! Episode 135 of the PetroNerds podcast is your 4th of July special and hot off the press. Trisha Curtis, host of the PetroNerds podcast and CEO of PetroNerds, walks listeners through oil prices, supply and demand, geopolitics, the US' Big Beautiful Bill, and much more in 37 minutes. She gets into $65 oil prices and what is happening with both supply and demand on the back of hot wars, Iran, and so much geopolitical risk and reality. She talks about "peak shale" and a forthcoming paper she has coming out with the Peterson G. Foundation. Trisha also talks about the Big Beautiful Bill and the wind and solar subsidies that are crippling the US taxpayer, the US consumer, and US businesses and manufacturing. She discusses US exceptionalism and what is really happening in the US economy vs. the stock market. While Trisha is concerned about the economy and inflation and what is happening under the hood, she explains why the US is truly exceptional due to its deep, transparent, and liquid markets, from oil to treasuries. Trisha also discusses what she calls the "hanging in there" economy or the "hanging in there" consumer. She gets into inflation, employment, and immigration and the average hourly work week. This is another PetroNerds showstopper folks. Please listen, leave reviews on YouTube, Apple, or anywhere you listen to this podcast. And book Trisha to speak at your company or next industry event. https://petronerds.com/contact Listen on Itunes

Recorded June 20, 2025 and April 10, 2025 https://www.youtube.com/watch?v=3P18tc6fuJU Episode 134 of the PetroNerds podcast is a true PetroNerds special and an incredible deep dive into geopolitics, the economy, and what it all means for the oil and gas industry. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, front-loads this podcast with a fresh market update focusing on Iran and oil prices. In the introduction of this podcast, Trisha discusses oil prices and Iran, the Federal Reserve and interest rates, and the economy and oil prices. The body of the podcast is Trisha's keynote fireside chat with Todd Hoffman at Montana Tech's annual symposium. Todd Hoffman is the head of the Petroleum Engineering Department at Montana Tech in Butte, Montana. He sits down with Trisha to discuss oil prices, the Trump Administration, tariffs, China, Iran, Russia, and everything in between. They get into Trisha's background and business, the health of the economy and the consumer, China's product dumping and the state of the Chinese economy, what Drill Baby Drill actually means, the Strategic Petroleum Reserve (SPR), Europe's exposure to China, Venezuelan sanctions, and a whole lot more. This is another must listen to the episode you are going to want to download, listen to again, and share with your colleagues and friends. Reach out to PetroNerds directly at https://petronerds.com/ and the PetroNerds Contact Us page at https://petronerds.com/contact/. And please take a look at Trisha's recent opinion piece in the Washington Times on China, tariffs, and energy. This article and oped is part of Trisha's work as the CEO of PetroNerds and the economist for the American Energy Institute. https://www.washingtontimes.com/news/2025/jun/9/us-china-competition-hinges-energy/ Listen on Itunes

Recorded on June 9, 2025 and April 1, 2025 https://www.youtube.com/watch?v=I0e8wbiMGKM Episode 133 of the PetroNerds podcast is another PetroNerdy special and the first stop on the PetroNerds university tour. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is at the Colorado School of Mines in a fireside chat. She is joined by her host, Morgan Bazilian, Director of the Payne Institute at Colorado School of Mines. In this one-hour conversation, Morgan covers a range of questions with Trisha, ranging from inflation and the state of the economy to oil prices and the health of the oil and gas industry. He asks questions and Trisha get into politics, Administrations, policies, and China. There are a few areas that go unaddressed in this conversation. Trisha Curtis introduces this podcast with a short and fresh introduction on oil prices at $65 a barrel. She discusses Iran, Russia's ambitions in Ukraine, and talks with China all driving up oil prices. Trisha Curtis is recording from Newcastle, Wyoming. This is another heavy hitter you are going to want to listen to and pass along to your colleagues and friends! Listen on Itunes

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

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

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

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

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

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

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