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[…]

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 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[…]

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[…]

US Shale Oil Dynamics in a Low Price Environment

PetroNerds co-founder Trisha Curtis’ report “US Shale Oil Dynamics in a Low Price Environment” has been released by the Oxford Institute for Energy Studies, part of the University of Oxford. Trisha is a visiting research fellow at the Institute. The report examines how US tight oil producers are adapting to the now year old low[…]