Hedging Haircuts and Big Basis Moves

We just updated HedgeAware for the latest data reported by E&Ps for Q1 2018. This piece summarizes the more notable trends and observations on E&P hedging strategies and performance. The majority of current oil hedging positions held by US E&Ps have largely been carried over from several quarters ago. Weighted average prices for both fixed[…]

PetroNerds presentation before the 3rd IEF-KAPSARC Thought Leaders’ Roundtable in Riyadh

PetroNerds President and Co-founder Trisha Curtis presented before the 3rd IEF-KAPSARC Thought Leaders’ Roundtable in Riyadh, Saudi Arabia on February 16, 2017.  Her presentation at the IEF-KAPSARC (International Energy Forum and King Abdullah Petroleum Studies and Research Center) Roundtable immediately followed the 7th IEA-IEF-OPEC Symposium on Energy Outlooks.  The presentation addressed potential forecasting pitfalls and longer-term investment risk amidst a[…]

US Shale Gas – The Road Ahead

The Energy Policy Research Foundation, Inc (EPRINC) recently published a new report, US Shale Gas – The Road Ahead, written by Ben Montalbano and Trisha Curtis of PetroNerds. The report surveys the future call on the US natural gas supply given a combination of policy and economic factors and appraises the ability of the resource base[…]

Bloomberg Webinar Slides Posted

PetroNerds co-founder Trisha Curtis presented at a webinar hosted by Bloomberg on April 21, 2016.  Her presentation provided performance updates on the primary shale and tight oil plays and examined the impacts of the low oil price environment.  It also examined nature of upstream bankruptcies in the oil patch.  The presentation, “Can U.S. Shale Survive Sub $50[…]