Recorded on May 12, 2023 and April 18, 2023
Episode 83 of the PetroNerds podcast is Washington, DC special on US shale, investment, and energy security. This is a must listen to episode that crams a lot of intel and a lot of laughs into a short 30 minute presentation. Trisha discusses US shale production in the context of a unique and unprecedented regulatory evenoment and investor pressure surrounding the energy transition and ESG.
She covers shale production, productivity, the role of public vs. private operators, and the G7 Energy Communique which barely allows for natural gas investment. Trisha explains clearly that the messages being sent from the top, from government regulators and policy makers, across the globe, is damning for the investment climate in oil and gas. Trisha introduces this podcast with a fresh market update as of May 12, 2023 covering everything from this week’s inflation data to commodity prices and softness in China to the debt ceiling standoff.
She also talks about her recent trip to Midland, Texas and the must read Financial Times article that PetroNerds was quoted in, twice, “Falling crude prices and recession fears bring US oil and gas rally to a halt,” May 7th, 2023.
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