All Episodes
Oil Ground Up — 67 episodes
The Oil Market Is Tighter Than It Looks | David Wech
Jeff Currie: Everything You Know About Oil Markets Is Wrong
The Fragile Peace Reshaping Global Oil Markets
Why Oil Tankers Still Are Not Returning to the Strait of Hormuz
Bob McNally on Hormuz, Oil Prices, and the End of Energy Security Assumptions
How Iran Weaponized the World’s Most Important Oil Chokepoint
Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity
Tracking Tankers Through Chaos: Shadow Fleets, Blockades, and the New Oil War
Amena Bakr on the Market Blindness to the 13 Million Barrel Shock
Paper vs Physical: Inside Oil’s $30 Backwardation Shock with Veteran Trader Adi Imsirovic
Record Backwardation: Understanding the Economic Return of USO in the Midst of a Global Supply Loss
Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand
An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut?
Why There is No Off-Ramp for Trump’s Gulf War
View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown
From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions
The Outlook for Canadian Oil Production with Josef Schachter
The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse
Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil
Inside the High-Stakes World of Wireline and Modern Fracking
From Super Major to Super Surplus: Parsing Chaos in the Oil Market with Doug Terreson
What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate
The Future of Canada's Oil Sands: Production, Pipelines and Policy
SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle
The DOPE Cycle: Doubt, Optimism, and Oil Market History
Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe
Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices
Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility
The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel
Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability
Tariff Tensions: US-India Trade Under the Spotlight with Russia in the Shadows
Canadian Oil: Growth in the Duverney and Montney, and the Race for MEG
Oil's Power Play: Sanctions and Global Economic Strategy with Rachel Ziemba
Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor
Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets
Iranian Escalation or a Neutralized Threat? - Matt Reed on Iran's Indefensible Oil Industry
The Dynamics of Tanker Chartering and Freight Rates in Oil Markets
Facing the Contradictions of Today's Oil Market with Tamas Varga
Mark Rossano on Refining Industry Dynamics and Expected "Brownouts this Summer"
Adi Imsirovic on OPEC's Dilemma: Balancing Production, Demand and an Evolving US Tariff Policy
Geopolitical Implications of Natural Gas Supply and Shipping Challenges
Unlocking Onshore Oil Potential in Namibia with ReconAfrica
Patrick De Haan talks Falling Gas Prices with Refining Declines in the United States
Canadian Energy and LNG Outlook with Josef Schachter
Understanding Oil Tariffs and Their Impact with Steven Sinos
Robert Connors on how Global Money Supply has Impacted Energy Prices
How Economic Prosperity is Linked to Energy Policy and Environmental Stewardship
Joe DeLaura on the Dynamics of Oil Demand, Consumption, and Production
The Evolution of Oil Trading: A Veteran's Perspective
Josh Young on Small Cap E&Ps: The Untapped Potential in Energy
Navigating the Oil and Gas Market Post-Election with Brian Pieri
Mark Rossano on the Absent Premium in Energy Prices
Welcoming New Partners with Mark LaCour and the Oil and Gas Global Network
Joseph Schachter Predicts a Multi-Year Bull Market in Energy Stocks
RJ Burr and Panex: The Rise of a Family-Run American Oil Company
Understanding the Houthi Rebels Involvement on the Oil Trade with Dr. Anas Alhajji
A Step into the Life of Oil's Abandonment Services
Tapping Venezuelan Crude and Oil's Major M&A Activity
Robert Mullin and a Potential Oil Market Echo Boom in 2024
This Energy Trader says "Oil is its Own Monster"
Doomberg on a Potential Inflationary Move in the Energy Market
In Conversation with Judd Arnold: Capital Will Find a Home in Energy Value
Josh Young on Why Oil/Gas Markets Should Stay Focused on Domestic Demand
"You Cannot Out-Policy Physics" - Dave Williams on Oil and Gas Amidst an Energy Transition
Kinky Contango in the 2023 Oil Markets
Introducing The Oil Ground Up with Tony Greer