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September 25, 2025 67 mins

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC’s bluff, China's global energy influence, rising electricity costs, the EU’s energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don’t miss it.

Topics Covered:

  • Is the Permian peaking or just getting started?
  • Why U.S. oil & gas output keeps defying forecasts
  • OPEC’s spare capacity myth and Saudi strategy
  • How China weaponizes energy and manufacturing
  • The U.S. refining edge (and why it’s at risk)
  • Colorado, California, and the cost of bad energy policy
  • Europe's energy collapse & reindustrialization threats
  • Why power generation = national security
  • The truth about LNG, coal, and blackout risks

Watch, share, and subscribe to stay informed on the real energy stories behind the headlines.

Highlights of the Podcast 

00:00 - Intro

01:07 - Topics: Peak Oil & OPEC

01:50 - Peak Permian? Not Yet

05:47 - Permian Gas & Decline Curves

07:02 - U.S. Refining & Exports

09:43 - Alaska, Gulf, California

12:04 - China’s Global Energy Push

15:43 - OPEC Capacity Reality Check

20:11 - Saudi Break-Even & Output

24:06 - CO Energy Policy Fails

27:53 - Utilities & Electricity Costs

31:16 - Net Zero vs. Reality

35:51 - France & EU Energy Collapse

39:07 - Nuclear, LNG & China Risk

42:13 - Blackouts & Coal Comeback

44:29 - Gillette Coal Power Tour

47:19 - Pipelines & NY Policy

50:14 - Iran, Hamas, Middle East Risk

51:58 - Dark Tankers & Sanctions

55:21 - Russia’s Oil Gameplan

01:01:40 - Ukraine Ceasefire Risks

01:03:36 - Exxon, Ruble & Russia Tax

01:05:28 - U.S. Energy Dominance

01:07:13 - Connect with Trisha Curtis

Connect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/

Or her website: https://petronerds.com/

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