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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 background as a chemical engineer and years of experience in scheduling, trading, and
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 20 years. Traditional supply and demand models no longer explain the oil market,
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 Futures and Options to CFDs—are crucial risk management tools designed to shift, not
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. Brett highlights the market's policy-driven nature, contrasting stable ethanol vo
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 landscape of the US shale patch. He emphasizes the importance of understanding br
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 imposition of secondary tariffs by President Trump in response to India's continued purcha
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 Michael Spyker, Principal Analyst at HTM Energy Partners. The discussion navigates
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. They delve into the complexities of sanctions regimes under the Trump administrati
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 delve into the intricate history and evolving role of the U.S. Strategic Petroleum R
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 data technology. Today, OGU Host, Rory Johnston, welcomes Francois Cazor onto the
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 market, particularly the geopolitical risk premium, spare capacity, and the changing
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 against Iranian targets and the implications for regional stability and the oil marke
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 importance in transporting crude and refined products using the tanker market. Th
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 of the oil market. They discuss the complexities of oil demand, particularly foc
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 geopolitical implications of Iran and Russia's oil exports. He emphasizes the impo
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 both academia and commercial trading. They discuss the current challenges faced by
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 current dynamics of global energy supply, particularly focusing on the relationship b
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 discuss the significance of drilling one of the largest onshore wells in history, the
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 tracking gas prices. He delves into the impact of energy policies on oil prices, the
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 US tariffs on Canadian oil, noting that the weakened Canadian dollar can offset s
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 intricacies of risk management in the energy sector. They discuss the importance o
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 prices, and the future of uranium and nuclear energy. Connors shares his insights on
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 opportunities within the energy sector. He emphasizes the importance of understanding ESG, t
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 discusses the current dynamics of the oil market. He highlights the static nature of
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 insights into his career, the evolution of oil trading, and the dynamics of the mark
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 geopolitical events. They analyze OPEC's strategies and the implications of political
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 https://energyrogue.com/, about the current state of the energy market following the recent US Presidential election. They discuss market reactions
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 and gas markets. Mark and Tony discuss the dynamics of supply and demand, geopoli
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 impact of political changes on oil prices, and the future demand for energy, particul
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 provides in-depth analysis of energy companies, including quarterly reviews, iss
