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What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate
The Trump Administration has gotten increasingly aggressive in its relations with Nicholas Maduro's government in Venezuela, accumulating a historic volume of US military capability in the Caribbean …
Published on 10 hours ago
The Future of Canada's Oil Sands: Production, Pipelines and Policy
The Western Canadian oil industry pumps more crude than most OPEC members but its production is located far from consuming markets and depends on a dizzying array of pipelines to connect that supply …
Published on 6 days, 7 hours ago
SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle
Rory Johnston welcomes Arjun Murti, a partner at Veriten and former Goldman Sachs equity research analyst with 33 years of experience covering the full energy value chain. Murti discusses his Substac…
Published on 2 weeks, 6 days ago
The DOPE Cycle: Doubt, Optimism, and Oil Market History
This episode of the Oil Ground Up, hosted by Rory Johnston, welcomes back Robert Connors of Crude Chronicles to delve into the broad historical sweep of oil market cycles. Connors explains his long-t…
Published on 1 month ago
Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe
In this episode of Oil Ground Up, host Rory sits down with June Goh, Senior Market Analyst at Sparta, for a masterclass on the physical oil market. With a background as a chemical engineer and years …
Published on 1 month, 2 weeks ago
Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices
Today we speak with Dr. Ilia Bouchouev, former President of Koch Global Partners where he launched and managed the global derivatives trading business for over 20 years. Traditional supply and demand…
Published on 1 month, 3 weeks ago
Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility
ory dives deep into energy risk management with industry veteran Steve Sinos. Steve, with over 20 years of experience, explains how energy derivatives—from Futures and Options to CFDs—are crucial ri…
Published on 2 months ago
The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel
Rory speaks with Bloomberg expert Brett Gibbs about the Renewable Fuel Standard (RFS) and its profound impact across energy, agriculture, and gasoline prices. Brett highlights the market's policy-dri…
Published on 2 months, 1 week ago
Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability
In this conversation, Brandon Myers from Novi Labs discusses the intricacies of shale production, focusing on type curves, price sensitivity, and the evolving landscape of the US shale patch. He emph…
Published on 2 months, 2 weeks ago
Tariff Tensions: US-India Trade Under the Spotlight with Russia in the Shadows
In this episode of the Oil Ground Up podcast, host Rory Johnston delves into the complex dynamics of US-India trade relations, focusing on the recent imposition of secondary tariffs by President Trum…
Published on 3 months ago