Podcast
Oil Ground Up
Hosted by Oil Ground Up · EN
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.
37episodes
Episodes
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Oil's Power Play: Sanctions and Global Economic Strategy with Rachel Ziemba
Jul 24, 2025Tap to summarizeIn 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 administration, exploring their impact on global oil markets and geopolitical dynamics. From the bifurcation of the oil market to the shadow fleet's role in circumventing sanctions, Rachel provides insights into the evolving landscape of economic statecraft. Tune in to understand how these policies shape international relations and market behaviors.
Transcribe →Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
Jul 19, 2025Tap to summarizeIn 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 Reserve (SPR). Discover why the SPR was established in the aftermath of the Arab oil embargo, how it has been managed through various administrations, and the pivotal changes it underwent during the 2022 oil price crisis under President Biden. Explore the political, legal, and physical constraints that shape this unique American energy security asset and its future under the Trump administration. Tune in for an insightful discussion on the SPR's impact on global oil markets and U.S. energy policy.
Transcribe →Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets
Jul 3, 2025Tap to summarizeRory 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 demand landscape influenced by the US and China. Karim shares insights from his extensive experience in the oil market, highlighting how perceptions of risk have shifted over time and the implications of lower oil prices on supply risks and market behavior.
Transcribe →Facing the Contradictions of Today's Oil Market with Tamas Varga
Jun 4, 2025Tap to summarizeIn 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 focusing on macroeconomic indicators, the impact of geopolitical tensions, and the evolving dynamics within OPEC. Tamas shares insights on the contradictory signals in the market, the role of Chinese demand, and the resilience of European oil consumption amidst various challenges. The conversation also delves into the intricacies of crude oil futures and the implications of OPEC's production strategies on global oil prices.
Transcribe →Patrick De Haan talks Falling Gas Prices with Refining Declines in the United States
Apr 9, 2025Tap to summarizeIn 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 dynamics of OPEC's production decisions, and the forecast for future gas prices. The conversation also covers regional differences in gas prices across the U.S., the implications of refining capacity, and consumer behavior regarding gas purchases. Patrick emphasizes the importance of being aware of gas prices and the potential for savings through the GasBuddy app, while also touching on investment opportunities in the energy sector.
Transcribe →Understanding Oil Tariffs and Their Impact with Steven Sinos
Feb 10, 2025Tap to summarizeIn 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 of understanding commodity risk, the dynamics of oil and crude tariffs, insights into the LNG market, and the volatility of WTI prices. Sinos emphasizes the need for a detailed analysis of market drivers and the significance of being proactive in risk management strategies. The conversation also touches on future catalysts that could impact the energy landscape.
Transcribe →Joe DeLaura on the Dynamics of Oil Demand, Consumption, and Production
Dec 20, 2024Tap to summarizeIn 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 oil prices, the long-term trends in oil consumption, and the impact of geopolitical factors on market stability. Joe also delves into the refinery dynamics, the natural gas market, and the future of LNG, emphasizing the importance of understanding these trends for strategic decision-making in energy investments. In this conversation, Joe DeLaura and Tony Greer discuss various aspects of the energy market, focusing on hedging strategies, the importance of power markets, and the role of nuclear energy in the transition to renewable sources. They explore the challenges faced by ERCOT and the implications of policy changes on electric vehicles and diesel demand. The discussion emphasizes the need for a diversified energy portfolio and the importance of upgrading infrastructure to meet future energy demands.
Transcribe →The Evolution of Oil Trading: A Veteran's Perspective
Dec 11, 2024Tap to summarizeIn 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 market. He discusses the strategies he employed, the impact of technology on trading, and the changing landscape of the oil market over the decades. The conversation highlights the challenges and excitement of trading in the oil pits, as well as the importance of risk management and adapting to new market conditions. In this conversation, the evolution of trading from traditional methods to algorithmic trading is explored, highlighting the challenges faced by individual traders in the current market landscape. The discussion then shifts to the current state of the oil market, analyzing trends, demand, and pricing dynamics. Finally, the conversation delves into the journey of transitioning to financial journalism, emphasizing the importance of clear communication and market insights in writing. You can follow John's work via his Substack at https://jj745.substack.com/
Transcribe →Navigating the Oil and Gas Market Post-Election with Brian Pieri
Nov 8, 2024Tap to summarizeIn 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 following the recent US Presidential election. They discuss market reactions, predictions for oil and natural gas, and insights into various sectors within the energy industry, including which sides of the sector might benefit most under a second Trump administration. Brian shares his experiences and the evolution of his company, Energy Rogue, while emphasizing the importance of data analysis in making informed trading decisions. The conversation concludes with thoughts on the future of energy and the role of technology in the sector.
Transcribe →Welcoming New Partners with Mark LaCour and the Oil and Gas Global Network
Sep 21, 2024Tap to summarizeTony 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, particularly in relation to technology and emerging industries like marijuana cultivation. The discussion highlights the importance of collaboration and sharing insights within the industry to provide valuable content to listeners.
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