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[…]

The PetroNerds Podcast – Episode 6: Frac Sand Frenzy, Hundred Mesh Madness

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:[…]

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[…]

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[…]

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[…]