Oil Ground Up

By Oil Ground Up

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Category: Investing

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Subscribers: 19
Reviews: 0
Episodes: 61

Description

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.

Episode Date
Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity
May 07, 2026
Tracking Tankers Through Chaos: Shadow Fleets, Blockades, and the New Oil War
Apr 29, 2026
Amena Bakr on the Market Blindness to the 13 Million Barrel Shock
Apr 24, 2026
Paper vs Physical: Inside Oil’s $30 Backwardation Shock with Veteran Trader Adi Imsirovic
Apr 17, 2026
Record Backwardation: Understanding the Economic Return of USO in the Midst of a Global Supply Loss
Apr 09, 2026
Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand
Apr 02, 2026
An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut?
Mar 31, 2026
Why There is No Off-Ramp for Trump’s Gulf War
Mar 19, 2026
View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown
Mar 13, 2026
From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions
Feb 27, 2026
The Outlook for Canadian Oil Production with Josef Schachter
Feb 20, 2026
The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse
Jan 29, 2026
Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil
Jan 22, 2026
Inside the High-Stakes World of Wireline and Modern Fracking
Dec 19, 2025
From Super Major to Super Surplus: Parsing Chaos in the Oil Market with Doug Terreson
Dec 12, 2025
What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate
Nov 13, 2025
The Future of Canada's Oil Sands: Production, Pipelines and Policy
Nov 07, 2025
SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle
Oct 24, 2025
The DOPE Cycle: Doubt, Optimism, and Oil Market History
Oct 11, 2025
Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe
Sep 26, 2025
Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices
Sep 17, 2025
Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility
Sep 12, 2025
The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel
Sep 03, 2025
Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability
Aug 27, 2025
Tariff Tensions: US-India Trade Under the Spotlight with Russia in the Shadows
Aug 08, 2025
Canadian Oil: Growth in the Duverney and Montney, and the Race for MEG
Jul 31, 2025
Oil's Power Play: Sanctions and Global Economic Strategy with Rachel Ziemba
Jul 24, 2025
Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
Jul 19, 2025
How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor
Jul 10, 2025
Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets
Jul 03, 2025
Iranian Escalation or a Neutralized Threat? - Matt Reed on Iran's Indefensible Oil Industry
Jun 23, 2025
The Dynamics of Tanker Chartering and Freight Rates in Oil Markets
Jun 17, 2025
Facing the Contradictions of Today's Oil Market with Tamas Varga
Jun 04, 2025
Mark Rossano on Refining Industry Dynamics and Expected "Brownouts this Summer"
May 20, 2025
Adi Imsirovic on OPEC's Dilemma: Balancing Production, Demand and an Evolving US Tariff Policy
May 06, 2025
Geopolitical Implications of Natural Gas Supply and Shipping Challenges
Apr 29, 2025
Unlocking Onshore Oil Potential in Namibia with ReconAfrica
Apr 24, 2025
Patrick De Haan talks Falling Gas Prices with Refining Declines in the United States
Apr 09, 2025
Canadian Energy and LNG Outlook with Josef Schachter
Mar 07, 2025
Understanding Oil Tariffs and Their Impact with Steven Sinos
Feb 10, 2025
Robert Connors on how Global Money Supply has Impacted Energy Prices
Jan 30, 2025
How Economic Prosperity is Linked to Energy Policy and Environmental Stewardship
Jan 14, 2025
Joe DeLaura on the Dynamics of Oil Demand, Consumption, and Production
Dec 20, 2024
The Evolution of Oil Trading: A Veteran's Perspective
Dec 11, 2024
Josh Young on Small Cap E&Ps: The Untapped Potential in Energy
Nov 22, 2024
Navigating the Oil and Gas Market Post-Election with Brian Pieri
Nov 08, 2024
Mark Rossano on the Absent Premium in Energy Prices
Oct 10, 2024
Welcoming New Partners with Mark LaCour and the Oil and Gas Global Network
Sep 21, 2024
Joseph Schachter Predicts a Multi-Year Bull Market in Energy Stocks
Aug 27, 2024
RJ Burr and Panex: The Rise of a Family-Run American Oil Company
Aug 07, 2024
Understanding the Houthi Rebels Involvement on the Oil Trade with Dr. Anas Alhajji
Mar 08, 2024
A Step into the Life of Oil's Abandonment Services
Nov 27, 2023
Tapping Venezuelan Crude and Oil's Major M&A Activity
Oct 27, 2023
Robert Mullin and a Potential Oil Market Echo Boom in 2024
Oct 16, 2023
This Energy Trader says "Oil is its Own Monster"
Sep 29, 2023
Doomberg on a Potential Inflationary Move in the Energy Market
Jul 28, 2023
In Conversation with Judd Arnold: Capital Will Find a Home in Energy Value
May 22, 2023
Josh Young on Why Oil/Gas Markets Should Stay Focused on Domestic Demand
Apr 14, 2023
"You Cannot Out-Policy Physics" - Dave Williams on Oil and Gas Amidst an Energy Transition
Mar 03, 2023
Kinky Contango in the 2023 Oil Markets
Jan 19, 2023
Introducing The Oil Ground Up with Tony Greer
Dec 15, 2022