‘James Henderson and Trisha Curtis, the CEO and founder of PetroNerds and a visiting fellow at OIES, discuss her forthcoming paper on current trends in the US shale oil industry. Following recent industry concerns that productivity and well performance might be set to undermine the future production outlook, Trisha outlines her view that in fact[…]
In this episode of the PetroNerds Podcast, Trisha Curtis dives into the Powder River Basin (PRB). She discusses the basin’s operators, reservoirs, productivity, and outlook. This episode covers several themes and highlights from Q4 2017 earnings calls. Subscribe to the PetroNerds Podcast in iTunes and TuneIn. Carry On by The New Valleys has been[…]
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[…]
‘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[…]
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).[…]
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[…]
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:[…]
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[…]
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[…]
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[…]