Unconventional Thinking for an Uncertain World
The U.S. oil and natural gas shale revolution changed everything about global energy markets. Investors, executives, policymakers and governments have to know what matters when it comes to incorporating the current and future impact of U.S. unconventional oil and natural gas shale plays. PetroNerds is a boutique energy analytics and advisory firm based in Denver, CO, near the heart of the unconventional oil & gas resource play revolution. We help clients understand what matters in U.S. energy markets by providing personalized, data-driven advisory services to evaluate the performance and asset quality of North American oil and natural gas shale resources, improve midstream and downstream market knowledge and understand the impact of market developments near and abroad. PetroNerds also offers HedgeAware, an interactive cloud-based solution for quickly assessing the hedging strategies and past performance of U.S. oil and gas producers on a single, easy to use platform.
TAILORED RESEARCH, ANALYSIS AND ADVISORY
News, Publications, and Presentations
Stay Nerdy with the Latest from PetroNerds
In this episode of the PetroNerds Podcast, Trisha Curtis dives into the Powder River Basin (PRB). She discusses the basin’s operators, reservoirs, productivity, and outlook. This episode covers several themes and highlights from Q4 2017 earnings calls. Subscribe to the PetroNerds Podcast in iTunes and TuneIn. Carry On by The New Valleys has been[…]
The PetroNerds Podcast – Episode 9: Get Ready for Q4 Earnings with a Reflection on Q3 (CLR and CDEV)
As we approach the release of Q4 2017 earnings for independent US oil and gas companies, Trisha Curtis reflects on Q3 earnings comments from Continental Resources CEO Harold Hamm and Centennial Resource Development CEO Mark Papa. Her discussion examines CEO forecasts for Q4 related to profitability, productivity, and macroeconomics, creating benchmarks for us to assess[…]
‘Trisha Curtis, a research associate at OIES and founder of consultancy Petronerds, discusses the recent trends in US shale oil production, based on her recent paper for OIES. Trisha reviews the key basins for shale oil production and assesses the impact of technological developments on the productivity of new wells. She reviews the potential for[…]
PetroNerds Co-Founder Trisha Curtis presented at the Oxford Institute for Energy Studies’ Oil Day at Oxford University on November 17th, 2017. She presented findings from PetroNerds’ recent report on shale well productivity and discussed financial and hedging updates from third quarter earnings. Download her presentation here!
The 20% rise in oil prices since the beginning of September has put the US shale industry’s hedging programs in a precarious position. The 40 US-focused E&Ps covered in our HedgeAware platform have hedged a greater share of their ongoing oil production volumes for Q4 2017 than any of the previous seven quarters, if not[…]
We are excited to announce that the Oxford Institute for Energy Studies, a recognized independent center of the University of Oxford, has published our report (pdf link) on completion design changes and well productivity in the US shale sector. This report updates our existing work on productivity gains during the oil market downturn. It examines[…]
With the Q3 2017 earnings season well underway, we thought we’d check in on natural gas hedging positions for a handful of E&Ps that have already released earnings. The analysis below utilizes our HedgeAware platform, which covers 40 E&Ps, to examine hedging positions as of the end of the Q3 2017 (September 30, 2017). Stay tuned[…]
In this month’s podcast, Trisha Curtis discusses crude oil prices hitting $60 dollars per barrel, the longevity of the much ballyhooed rebalance, supply and demand fundamentals, OPEC activity (accord or discord?), Saudi refined products, as well as GOR concerns in the shale sector and service company Q3 earnings calls (Schlumberger, Halliburton, Baker Hughes – GE).[…]
PetroNerds will be showing off its new HedgeAware platform at the second Denver Energy Tech Showcase. Come visit us and meet the other exhibitors as well (or come for the free beer)! Additional event information and the registration page can be found at: http://energytechshowcase.com/ The event will be held at the Rock Bottom Brewery on the[…]
In this episode of The PetroNerds Podcast, Trisha Curtis discusses free cash flow concerns surrounding the US shale industry and comparisons to mainstream but cash flow negative tech companies. This conversation explores differences in business models, pricing, intellectual property development, and buy-in costs. Trisha also introduces PetroNerds’ new HedgeAware platform and covers hedging and financial[…]