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[…]

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[…]

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[…]

Presentation on US Tight Oil Activity before the IEA-IEF-OPEC Workshop on Physical and Financial Markets

PetroNerds co-founder Trisha Curtis presented before the fifth IEA-IEF-OPEC workshop on the interaction between financial and physical oil markets in Vienna, Austria on March 15, 2016.  Her presentation examined some of the financial and economic constraints faced by US tight oil producers and how production and drilling activity has been affected. Her presentation, in slightly[…]

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[…]