The PetroNerds Podcast – Episode 5: PetroNerds in Riyadh, Saudi Aramco IPO, OPEC vs Shale, New Pipeline Impact

In Episode 5 of the PetroNerds podcast, Trisha Curtis discusses her recent trip to Riyadh, Saudi Arabia and her presentation there before the IEF (International Energy Forum), Saudi Aramco’s IPO and some of its challenges, how shale resiliency is causing disarray in OPEC, and Keystone, DAPL, and activity levels in the Williston Basin. Carry On by[…]

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[…]

The PetroNerds Podcast – Episode 4: More Permian Basin Acquisitions, Per Acre Costs Getting Pricey

Episode 4 of the PetroNerds Podcast tackles two Permian-centric acquisitions: ExxonMobil’s purchase of Bass and Noble’s purchase of Clayton Williams.  Host Trisha Curtis discusses these deals, Permian well productivity, and some potential headwinds for new Permian entrants, including high acreage acquisition costs, constrained capital budgets in a low price environment, the specter of rising service costs, and[…]

The PetroNerds Podcast – Episode 3: OPEC’s Cuts, America’s Rig Ramp, and Water Production in the Shale Patch

In Episode 3 of the PetroNerds Podcast, Trisha discusses OPEC’s November production cut deal, the rapid growth of America’s drilling rig count, and associated water production costs and issues in the shale patch. The PetroNerds Podcast – Free Episode 3 Slides The PetroNerds Podcast – Free Episode 3 Slides Carry On by The New Valleys has been[…]

PetroNerds’ Appearances in Oxford and London

PetroNerds just wrapped up a set of appearances in Oxford and London, England. On November 25th, 2016 PetroNerds’ President and Co-founder Trisha Curtis gave a presentation on US shale oil well productivity gains in Oxford, England at the Oxford Institute for Energy Studies’ (OIES) Oil Day. An abridged version of that presentation can be downloaded here. Trisha[…]

Unravelling the US Shale Productivity Gains

The Oxford Institute for Energy Studies (OIES) has published PetroNerds’ new paper Unravelling the US Shale Productivity Gains (link to pdf). The paper draws from PetroNerds’ ongoing research into shale productivity at the basin, company, and individual well level during the oil market downturn. From the paper’s abstract: This paper seeks to assess the well productivity changes in[…]

The PetroNerds Podcast – Episode 2: The Activity Behind the Earnings Calls: Continental Resources, Oasis Petroleum, Pioneer Natural Resources, EOG Resources

In Episode 2 of the PetroNerds Podcast, Trisha discusses the recent activity of several Bakken, Anadarko Basin and Permian Basin players (Continental Resources, Oasis Petroleum, Pioneer Natural Resources, and EOG Resources) and how that activity fits within their recent earnings calls. The PetroNerds Podcast – Free Episode 2 Slides (Note: the full slide deck to[…]

The PetroNerds Podcast – Episode 1: OPEC, DAPL, Enbridge-Spectra, Apache, EOG-Yates

Welcome to the inaugural PetroNerds Podcast with PetroNerds co-founder Trisha Curtis. This is the first in a series of monthly energy market podcasts with a focus on oil and gas news and events.  More than just a summary of headlines, the PetroNerds Podcast takes a deep analytical dive into topical energy market developments via 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[…]