Rockies, Risk, and Geopolitics

Recorded February 11, 2026, and November 5, 2025

Episode 150 of the PetroNerds podcast is a true PetroNerds special.  This 150th PetroNerds podcast is celebrated with a fresh market introduction covering oil prices hitting $65 a barrel on February 11th, 2026.  Trisha Curtis, CEO of PetroNerds, gets into the oil price moves, US and Iran negotiations, China’s increased purchases of Russian crude oil, and rising US natural gas production in November 2025.  The body of the podcast is the panel discussion Trisha Curtis organized and moderated at the Denver Earth Resources Library on November 5th, 2025 when oil prices were $60 a barrel.  The panel discussion included Nathan Anderson with the North Dakota Department of Mineral Resources, Tad True with True Companies and Bridger Pipeline, and Joe DeDominic with Anschutz Exploration.  All three executives bring a wealth of knowledge from their respective companies and oil plays.  Trisha covers $60 oil and “peak shale” with all panelists.  Trisha gets into the weeds on North Dakota and the Bakken with Nathan and asks Nathan to talk about the sustainability of production, the interest by private equity, and how much there is left to drill in the prolific Williston Basin.  She asks Joe to talk about Anschutz’s position in the Powder River Basin in Wyoming as well as the Uinta in Utah.  Joe talks about their lower well costs and how they are positioning themselves at $60 oil.  Trisha and Tad discuss the midstream side of the business, and Tad’s experience in North Dakota, the Uinta, and the Powder. 

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