PetroNerds, LLC is a boutique energy analytics and advising firm based in Denver, CO. We provide personalized, data-driven advising services to help clients better grasp US energy markets, evaluate the performance and assets of US tight oil and gas producers, improve midstream and downstream market knowledge, and understand the impact of market developments near and abroad. PetroNerds also offers HedgeAware, an interactive platform capturing the hedging activity and past performance of 40 US oil and gas producers.
Tailored Research and Advising, Asset Evaluations, Productivity Analyses
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News, Publications, and Presentations
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[…]
PetroNerds President and Co-founder Trisha Curtis gave a detailed presentation (download link) on US natural gas production from shale plays (both oil and gas) in Washington, DC on July 20th, 2017. Her presentation was given at a one day conference on “LNG Demand in Asia,” hosted by The Energy Policy Research Foundation, Inc. (EPRINC) and[…]
In Episode 6 of the PetroNerds podcast, Trisha Curtis discusses the burgeoning frenzy for 100 mesh frac sand, the shift to finer grain sand, rising prices, and the research that seeks to explain the relationship between finer sands and increased productivity. Carry On by The New Valleys has been modified and is licensed under an Attribution License. Podcast:[…]
Trisha Curtis, President and Co-Founder of PetroNerds, presented before the DUG Bakken and Niobrara conference in Denver on March 16th, 2017. Her presentation focused on the productivity gains that have been made in several basins and the changes in completions designs and company behavior that enabled such changes. This presentation updated and extended the work that PetroNerds[…]