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RJ Burr and Panex: The Rise of a Family-Run American Oil Company
RJ Burr, president and CEO of Panex (Panther Exploration Company), discusses his family's history in the oil business and the divisions of Panex. He shares how his family got involved in the oil industry and the decision to start the compan
Understanding the Houthi Rebels Involvement on the Oil Trade with Dr. Anas Alhajji
Dr. Anas Alhajji, Managing Partner at Energy Outlook Advisors, discusses various topics related to the oil market and energy industry. He provides insights into the driving forces and prognosis for the oil market, highlighting factors such
A Step into the Life of Oil's Abandonment Services
In this episode we step away from the energy industry's market dynamics and get a better glimpse of a niche part of the oil sector. Tony's guest today is Dirk Heseman. Dirk is a Well Plug and Abandonment Engineer currently working in the oi
Tapping Venezuelan Crude and Oil's Major M&A Activity
In this episode of OGU, Tony reconnects with Rory Johnston of Commodity Context to talk about some of the bigger headlines out of the oil sector the past few weeks. Not only has the Biden Administration reconnected with Venezuela to tap the
Robert Mullin and a Potential Oil Market Echo Boom in 2024
Tony connects with Robert Mullin, General Partner at Marathon Resource Advisor. The two discuss the escalations in the Middle East and their potential effects on the oil market. Robert also shares some thoughts on the intense moves in the c
This Energy Trader says "Oil is its Own Monster"
Robert Meyer is a seasoned energy trader with LPS Capital. Through his experience in the sector, he's see the high and the lows of the oil markets. With the recent big moves in the price of a barrel of oil, Rob provides some insights into w
Doomberg on a Potential Inflationary Move in the Energy Market
Tony connects with his old friend, Doomberg, in this latest episode of OGU. TG and Doomberg hash out the recent outperformance of the oil market compared to the general markets this week. What the two see is a line of resistance coming up i
In Conversation with Judd Arnold: Capital Will Find a Home in Energy Value
Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite d
Josh Young on Why Oil/Gas Markets Should Stay Focused on Domestic Demand
Tony's guest today is Josh Young, Chief Investment Officer and Founder of Bison Interests. Josh has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. The two spend quit
"You Cannot Out-Policy Physics" - Dave Williams on Oil and Gas Amidst an Energy Transition
In our second episode of Oil Ground Up, host Tony Greer joins a life-long friend in Dave Williams. Dave's career has spanned the energy sector, including a previous career in environmental services which then turned into a career in a small
Kinky Contango in the 2023 Oil Markets
Welcome to the first full episode of Oil Ground Up with Tony Greer. In this episode, TG welcomes in Rory Johnston of Commodity Context for a deep dive into a new year of oil markets and trading. Rory and TG discuss the crazy volatility in t
Introducing The Oil Ground Up with Tony Greer
Today Clear Commodity Network launches a new podcast series on the global oil and gas markets. "The Oil Ground Up" is hosted by TG Macro Founder and The Morning Navigator financial newsletter author, Tony Greer. Tony founded TG Macro in Aug
