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All Episodes

Oil Ground Up — 65 episodes

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Title
1

The Fragile Peace Reshaping Global Oil Markets

2

Why Oil Tankers Still Are Not Returning to the Strait of Hormuz

3

Bob McNally on Hormuz, Oil Prices, and the End of Energy Security Assumptions

4

How Iran Weaponized the World’s Most Important Oil Chokepoint

5

Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity

6

Tracking Tankers Through Chaos: Shadow Fleets, Blockades, and the New Oil War

7

Amena Bakr on the Market Blindness to the 13 Million Barrel Shock

8

Paper vs Physical: Inside Oil’s $30 Backwardation Shock with Veteran Trader Adi Imsirovic

9

Record Backwardation: Understanding the Economic Return of USO in the Midst of a Global Supply Loss

10

Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand

11

An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut?

12

Why There is No Off-Ramp for Trump’s Gulf War

13

View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown

14

From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions

15

The Outlook for Canadian Oil Production with Josef Schachter

16

The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse

17

Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil

18

Inside the High-Stakes World of Wireline and Modern Fracking

19

From Super Major to Super Surplus: Parsing Chaos in the Oil Market with Doug Terreson

20

What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate

21

The Future of Canada's Oil Sands: Production, Pipelines and Policy

22

SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle

23

The DOPE Cycle: Doubt, Optimism, and Oil Market History

24

Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe

25

Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices

26

Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility

27

The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel

28

Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability

29

Tariff Tensions: US-India Trade Under the Spotlight with Russia in the Shadows

30

Canadian Oil: Growth in the Duverney and Montney, and the Race for MEG

31

Oil's Power Play: Sanctions and Global Economic Strategy with Rachel Ziemba

32

Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta

33

How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor

34

Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets

35

Iranian Escalation or a Neutralized Threat? - Matt Reed on Iran's Indefensible Oil Industry

36

The Dynamics of Tanker Chartering and Freight Rates in Oil Markets

37

Facing the Contradictions of Today's Oil Market with Tamas Varga

38

Mark Rossano on Refining Industry Dynamics and Expected "Brownouts this Summer"

39

Adi Imsirovic on OPEC's Dilemma: Balancing Production, Demand and an Evolving US Tariff Policy

40

Geopolitical Implications of Natural Gas Supply and Shipping Challenges

41

Unlocking Onshore Oil Potential in Namibia with ReconAfrica

42

Patrick De Haan talks Falling Gas Prices with Refining Declines in the United States

43

Canadian Energy and LNG Outlook with Josef Schachter

44

Understanding Oil Tariffs and Their Impact with Steven Sinos

45

Robert Connors on how Global Money Supply has Impacted Energy Prices

46

How Economic Prosperity is Linked to Energy Policy and Environmental Stewardship

47

Joe DeLaura on the Dynamics of Oil Demand, Consumption, and Production

48

The Evolution of Oil Trading: A Veteran's Perspective

49

Josh Young on Small Cap E&Ps: The Untapped Potential in Energy

50

Navigating the Oil and Gas Market Post-Election with Brian Pieri

51

Mark Rossano on the Absent Premium in Energy Prices

52

Welcoming New Partners with Mark LaCour and the Oil and Gas Global Network

53

Joseph Schachter Predicts a Multi-Year Bull Market in Energy Stocks

54

RJ Burr and Panex: The Rise of a Family-Run American Oil Company

55

Understanding the Houthi Rebels Involvement on the Oil Trade with Dr. Anas Alhajji

56

A Step into the Life of Oil's Abandonment Services

57

Tapping Venezuelan Crude and Oil's Major M&A Activity

58

Robert Mullin and a Potential Oil Market Echo Boom in 2024

59

This Energy Trader says "Oil is its Own Monster"

60

Doomberg on a Potential Inflationary Move in the Energy Market

61

In Conversation with Judd Arnold: Capital Will Find a Home in Energy Value

62

Josh Young on Why Oil/Gas Markets Should Stay Focused on Domestic Demand

63

"You Cannot Out-Policy Physics" - Dave Williams on Oil and Gas Amidst an Energy Transition

64

Kinky Contango in the 2023 Oil Markets

65

Introducing The Oil Ground Up with Tony Greer