Shows / Oil Ground Up
Oil Ground Up
Rory Johnston navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.
Episodes
- Oil Ground Up
Dennis Kissler: The Biggest Oil Price Risk Is to the Downside
Oil prices are soaring, diesel markets are facing historic shortages, and geopolitical conflict is disrupting global energy flows. But could crude oil prices…
- Oil Ground Up
Iran Is Attacking Tankers. Why Is the Oil Still Flowing?
Oil Ground Up host Rory Johnston welcomes Samir Madani, co-founder of TankerTrackers.com, for an in-depth discussion of the rapidly changing oil flows through…
- Oil Ground Up
Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas
What happens to the global oil market when the Strait of Hormuz remains disrupted for months, tanker shipping costs explode, and China dramatically reduces its…
- Oil Ground Up
Hormuz, Diesel & the Return of the Geopolitical Risk Premium
What happens when geopolitical risk stops being theoretical and begins physically reshaping global oil flows?On this episode of Oil Ground Up, Rory Johnston is…
- Oil Ground Up
Keystone XL Is Back—But North America’s Oil Map Has Changed
North America is suddenly facing a wave of new oil pipeline proposals—but which projects actually make commercial sense, and which are being driven by energy…
- Oil Ground Up
The Oil Market Is Tighter Than It Looks | David Wech
Rory Johnston returns to Oil Ground Up with David Wech, Chief Economist at Vortexa, for a deep dive into one of the most complicated oil markets in recent…
- Oil Ground Up
Jeff Currie: Everything You Know About Oil Markets Is Wrong
Jeff Currie joins Rory Johnston on the Oil Ground Up Podcast for a wide-ranging conversation on commodity price discovery, the changing structure of energy…
- Oil Ground Up
The Fragile Peace Reshaping Global Oil Markets
Gregory Brew returns to the Oil Ground Up Podcast to examine the evolving geopolitical landscape in the Middle East following the U.S.-Iran ceasefire and what…
- Oil Ground Up
Why Oil Tankers Still Are Not Returning to the Strait of Hormuz
Rory Johnston welcomes maritime historian and shipping expert Dr. Sal Mercogliano to Oil Ground Up for a deep dive into the evolving Strait of Hormuz crisis…
- Oil Ground Up
Bob McNally on Hormuz, Oil Prices, and the End of Energy Security Assumptions
Rory Johnston welcomes legendary energy analyst Bob McNally to Oil Ground Up for a sweeping conversation on the Strait of Hormuz crisis, global oil supply…
- Oil Ground Up
How Iran Weaponized the World’s Most Important Oil Chokepoint
Edward Fishman joins Rory for a sweeping conversation on the evolution of modern economic warfare, the origins of U.S. sanctions strategy against Iran, and how…
- Oil Ground Up
Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity
Eric Nuttall joins the Oil Ground Up podcast to discuss what he believes is the largest energy supply shock in modern history following the prolonged closure…
- Oil Ground Up
Tracking Tankers Through Chaos: Shadow Fleets, Blockades, and the New Oil War
Maritime intelligence expert Michelle Bockmann joins the Oil Ground Up podcast to unpack the unprecedented disruption in global oil flows following the…
- Oil Ground Up
Amena Bakr on the Market Blindness to the 13 Million Barrel Shock
Amena Bakr, the Head of Middle East Research at Kpler, joins Rory to provide an inside look at the functional closure of the Strait of Hormuz, where daily…
- Oil Ground Up
Paper vs Physical: Inside Oil’s $30 Backwardation Shock with Veteran Trader Adi Imsirovic
Adi Imsirovic, a veteran oil trader and former academic, returns to the podcast to break down the mechanics of the Brent market at a moment of historic…
- Oil Ground Up
Record Backwardation: Understanding the Economic Return of USO in the Midst of a Global Supply Loss
John Love, the CEO of USCF Investments, joins the podcast to celebrate the 20th anniversary of the United States Oil Fund (USO), which was the third commodity…
- Oil Ground Up
Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand
Karim Fawaz joins the Oil Ground Up podcast to analyze the relentless four-week closure of the Strait of Hormuz and its impact on global energy balances. The…
- Oil Ground Up
An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut?
Gregory Brew of Eurasia Group joins Rory to discuss the potential collapse of the Carter Doctrine following a provocative social media post by President Trump…
- Oil Ground Up
Why There is No Off-Ramp for Trump’s Gulf War
Matt Reed, Vice President at Foreign Reports, joins the Oil Ground Up Podcast to analyze the unprecedented and total closure of the Strait of Hormuz, a crisis…
- Oil Ground Up
View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown
Nader Itayim of Argus Media joins the Oil Ground Up podcast to analyze the unprecedented escalation of the direct conflict between Iran, Israel, and the United…
- Oil Ground Up
From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions
In this episode of the Oil Ground Up Podcast, guest Rachel Ziemba joins host Rory Johnston to provide an update on the rapidly shifting landscape of U.S…
- Oil Ground Up
The Outlook for Canadian Oil Production with Josef Schachter
In this conversation, Josef Schachter discusses the current state of the oil market, emphasizing the ongoing energy super cycle and the challenges faced by…
- Oil Ground Up
The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse
In this episode of the Oil Groundup Podcast, host Rory Johnston welcomes Ronald Smith, a consultant with 25 years of experience analyzing the Russian oil and…
- Oil Ground Up
Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil
This episode explores the extraordinary start to 2026 following the capture of Nicolás Maduro by US forces and his subsequent transport to stand trial in New…
- Oil Ground Up
Inside the High-Stakes World of Wireline and Modern Fracking
This episode of the Oil Ground Up podcast features host Rory Johnston in conversation with Andy De La Rosa, a senior field engineer with 15 years of experience…
- Oil Ground Up
From Super Major to Super Surplus: Parsing Chaos in the Oil Market with Doug Terreson
The Oil Ground Up podcast welcomes Doug Terreson to parse the dynamics of the chaotic and confusing current oil market. Terreson details his illustrious career…
- Oil Ground Up
What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate
The Trump Administration has gotten increasingly aggressive in its relations with Nicholas Maduro's government in Venezuela, accumulating a historic volume of…
- Oil Ground Up
The Future of Canada's Oil Sands: Production, Pipelines and Policy
The Western Canadian oil industry pumps more crude than most OPEC members but its production is located far from consuming markets and depends on a dizzying…
- Oil Ground Up
SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle
Rory Johnston welcomes Arjun Murti, a partner at Veriten and former Goldman Sachs equity research analyst with 33 years of experience covering the full energy…
- Oil Ground Up
The DOPE Cycle: Doubt, Optimism, and Oil Market History
This episode of the Oil Ground Up, hosted by Rory Johnston, welcomes back Robert Connors of Crude Chronicles to delve into the broad historical sweep of oil…
- Oil Ground Up
Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe
In this episode of Oil Ground Up, host Rory sits down with June Goh, Senior Market Analyst at Sparta, for a masterclass on the physical oil market. With a…
- Oil Ground Up
Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices
Today we speak with Dr. Ilia Bouchouev, former President of Koch Global Partners where he launched and managed the global derivatives trading business for over…
- Oil Ground Up
Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility
ory dives deep into energy risk management with industry veteran Steve Sinos. Steve, with over 20 years of experience, explains how energy derivatives—from…
- Oil Ground Up
The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel
Rory speaks with Bloomberg expert Brett Gibbs about the Renewable Fuel Standard (RFS) and its profound impact across energy, agriculture, and gasoline prices…
- Oil Ground Up
Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability
In this conversation, Brandon Myers from Novi Labs discusses the intricacies of shale production, focusing on type curves, price sensitivity, and the evolving…
- Oil Ground Up
Tariff Tensions: US-India Trade Under the Spotlight with Russia in the Shadows
In this episode of the Oil Ground Up podcast, host Rory Johnston delves into the complex dynamics of US-India trade relations, focusing on the recent…
- Oil Ground Up
Canadian Oil: Growth in the Duverney and Montney, and the Race for MEG
In this episode of "Oil Ground Up," host Rory Johnston delves into the dynamic landscape of the Western Canadian oil and gas sector with expert insights from…
- Oil Ground Up
Oil's Power Play: Sanctions and Global Economic Strategy with Rachel Ziemba
In this episode of "Oil Ground Up," host Rory engages with Rachel Ziemba, an expert in sanctions policy, to unravel the intricate web of economic statecraft…
- Oil Ground Up
Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
In this episode of the Oil Ground Up podcast, host Rory Johnston is joined by Arnab Datta, Managing Director of Policy Implementation at Employ America, to…
- Oil Ground Up
How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor
In 2014, the collaborative vision of engineers François Cazor and Jean Maynier ignited a journey towards revolutionising trade through the power of innovative…
- Oil Ground Up
Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets
Rory Johnston speaks with Karim Fawaz, Director of Oil Markets and Refining at S&P Global Commodity Insights. They discuss the evolving dynamics of the oil…
- Oil Ground Up
Iranian Escalation or a Neutralized Threat? - Matt Reed on Iran's Indefensible Oil Industry
Rory and Matt Reed discuss the recent escalation of tensions between Iran, Israel, and the United States, focusing on the military actions taken by Israel…
- Oil Ground Up
The Dynamics of Tanker Chartering and Freight Rates in Oil Markets
This conversation delves into the critical role of tankers in the global oil market with shipping analyst Jeff McGee of Makai Marine. Him and Rory explore the…
- Oil Ground Up
Facing the Contradictions of Today's Oil Market with Tamas Varga
In this episode of the Oil Ground Up podcast, host Rory speaks with Tamas Varga, a seasoned oil market analyst from PVM Oil Associates, about the current state…
- Oil Ground Up
Mark Rossano on Refining Industry Dynamics and Expected "Brownouts this Summer"
Mark Rossano connects with Rory and discusses the complexities of the oil and gas market, focusing on price volatility, OPEC's production strategies, and the…
- Oil Ground Up
Adi Imsirovic on OPEC's Dilemma: Balancing Production, Demand and an Evolving US Tariff Policy
OGU's new host, Rory Johnston, welcomes in Adi Imsirovic to delve into the complexities of the oil trading industry, exploring Adi's extensive background in…
- Oil Ground Up
Geopolitical Implications of Natural Gas Supply and Shipping Challenges
In this episode of the Oil Ground Up podcast, Dr. Robert E. Brooks discusses the evolution of the LNG market, the role of RBAC in energy modeling, and the…
- Oil Ground Up
Unlocking Onshore Oil Potential in Namibia with ReconAfrica
Tony Greer interviews Brian Rainsborough and Chris Sembritzky from Renaissance Energy Africa about their exciting oil exploration efforts in Namibia. They…
- Oil Ground Up
Patrick De Haan talks Falling Gas Prices with Refining Declines in the United States
In this episode of the Oil Ground Up podcast, Patrick De Haan, Lead Petroleum Analyst at GasBuddy, discusses his career journey and the role of GasBuddy in…
- Oil Ground Up
Canadian Energy and LNG Outlook with Josef Schachter
Josef Schachter, President of Schachter Energy Research Services, provides insights into the oil market and Canadian energy sector. He discusses the impact of…
- Oil Ground Up
Understanding Oil Tariffs and Their Impact with Steven Sinos
In this episode of the Oil Ground Up podcast, Ian Wagner sits in for Tony Greer and interviews Steve Sinos, managing partner at Blue Lacy Advisors, about the…
- Oil Ground Up
Robert Connors on how Global Money Supply has Impacted Energy Prices
Tony Greer and Robert Connors delve into the current state of the energy markets, exploring the impact of political changes, trends in oil and natural gas…
- Oil Ground Up
How Economic Prosperity is Linked to Energy Policy and Environmental Stewardship
In this episode of the Oil Ground Up podcast, Dan Romito shares his journey from NASDAQ to Pickering Energy Partners, discussing the challenges and…
- Oil Ground Up
Joe DeLaura on the Dynamics of Oil Demand, Consumption, and Production
In this episode of the Oil Ground Up podcast, Joe DeLaura, a global energy strategist at Rabobank, shares insights into his career in the oil industry and…
- Oil Ground Up
The Evolution of Oil Trading: A Veteran's Perspective
In this episode of the Oil Ground Up podcast, Tony Greer interviews John Johnston, a veteran oil trader with nearly 50 years of experience. Johnston shares…
- Oil Ground Up
Josh Young on Small Cap E&Ps: The Untapped Potential in Energy
Tony Greer and Josh Young of Bison Interests discuss the current state of the oil market, focusing on the downtrend in crude oil prices and the impact of…
- Oil Ground Up
Navigating the Oil and Gas Market Post-Election with Brian Pieri
In this episode of the Oil Ground Up Podcast, Tony Greer speaks with Brian Pieri, founder of energyrogue.com, about the current state of the energy market…
- Oil Ground Up
Mark Rossano on the Absent Premium in Energy Prices
Mark Rossano, founder and CEO of C6 Capital Holdings, shares his extensive background in the energy sector and provides insights into the current state of oil…
- Oil Ground Up
Welcoming New Partners with Mark LaCour and the Oil and Gas Global Network
Tony Greer and Mark LaCour of OGGN discuss their new partnership in the oil and gas podcasting space. They explore the growth of oil and gas podcasts, the…
- Oil Ground Up
Joseph Schachter Predicts a Multi-Year Bull Market in Energy Stocks
Joseph Schachter, publisher of the Schachter Energy Report, discusses the launch of the report and the Catch the Energy Conference. He explains that the report…