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[…]

PetroNerds Visit the Oxford Energy Podcast

‘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 Presentation at Oxford’s Oil Day

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!

OIES Report: Completion Design Changes and the Impact on US Shale Well Productivity

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[…]

Early Look at Natural Gas Hedging for Q4 2017

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[…]

The PetroNerds Podcast – Episode 8: The Great Rebalance?

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).[…]

The PetroNerds Podcast – Episode 7: Cash Flow Concerns, Tech Sector Analogies, HedgeAware Intro

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[…]

Trisha Curtis’ Presentation on Shale Gas Before the EPRINC/IEEJ LNG Forum

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[…]