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All Episodes

Oil Ground Up — 70 episodes

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Title
1

Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas

2

Hormuz, Diesel & the Return of the Geopolitical Risk Premium

3

Keystone XL Is Back—But North America’s Oil Map Has Changed

4

The Oil Market Is Tighter Than It Looks | David Wech

5

Jeff Currie: Everything You Know About Oil Markets Is Wrong

6

The Fragile Peace Reshaping Global Oil Markets

7

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

8

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

9

How Iran Weaponized the World’s Most Important Oil Chokepoint

10

Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity

11

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

12

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

13

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

14

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

15

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

16

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

17

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

18

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

19

From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions

20

The Outlook for Canadian Oil Production with Josef Schachter

21

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

22

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

23

Inside the High-Stakes World of Wireline and Modern Fracking

24

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

25

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

26

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

27

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

28

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

29

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

30

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

31

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

32

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

33

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

34

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

35

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

36

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

37

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

38

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

39

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

40

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

41

The Dynamics of Tanker Chartering and Freight Rates in Oil Markets

42

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

43

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

44

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

45

Geopolitical Implications of Natural Gas Supply and Shipping Challenges

46

Unlocking Onshore Oil Potential in Namibia with ReconAfrica

47

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

48

Canadian Energy and LNG Outlook with Josef Schachter

49

Understanding Oil Tariffs and Their Impact with Steven Sinos

50

Robert Connors on how Global Money Supply has Impacted Energy Prices

51

How Economic Prosperity is Linked to Energy Policy and Environmental Stewardship

52

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

53

The Evolution of Oil Trading: A Veteran's Perspective

54

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

55

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

56

Mark Rossano on the Absent Premium in Energy Prices

57

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

58

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

59

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

60

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

61

A Step into the Life of Oil's Abandonment Services

62

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

63

Robert Mullin and a Potential Oil Market Echo Boom in 2024

64

This Energy Trader says "Oil is its Own Monster"

65

Doomberg on a Potential Inflationary Move in the Energy Market

66

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

67

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

68

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

69

Kinky Contango in the 2023 Oil Markets

70

Introducing The Oil Ground Up with Tony Greer