In this episode, Trisha and Ethan review oil and gas market activity, the case for $100 oil, Trisha’s recent field trip to Midland, Texas, and the Liberty Oilfield Services (LBRT) investor day. The podcast covers the evolution of well economics as sand move from outside the basin to in-basin and now looks to be heading to local sand mining. At Liberty, “Happy Valley” economic evaluation of proppant and lateral length help solve for optimal well recoveries.
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Episode 44 is the second part of an incredible double-header with Renee Pirrong of Tellurian. In this episode, Trisha Curtis and Renee Pirrong continue their conversation on the global LNG market and get into the weeds on China’s natural gas dynamics and the increasing volumes of LNG flowing to China.
They also discuss the three major LNG hubs in Europe, the import capacity, and the nuances of floating vessels. There is a dense discussion on China with regards to the war in Ukraine, China and Russia ties, energy security, and the rise of renewable and coal-fired capacity generation in tandem. This is a high, but energy-dense PetroNerds podcast you are not going to want to miss.