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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 14 hours 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 2 weeks, 5 days ago
Canadian Oil: Growth in the Duverney and Montney, and the Race for MEG
In this episode of "Oil Ground Up," host Rory Johnston delves into the dynamic landscape of the Western Canadian oil and gas sector with expert insights from Michael Spyker, Principal Analyst at HTM …
Published on 3 weeks, 6 days ago
Oil's Power Play: Sanctions and Global Economic Strategy with Rachel Ziemba
In 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 sanct…
Published on 1 month ago
Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
In 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 evolvi…
Published on 1 month, 1 week ago
How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor
In 2014, the collaborative vision of engineers François Cazor and Jean Maynier ignited a journey towards revolutionising trade through the power of innovative data technology. Today, OGU Host, Rory J…
Published on 1 month, 2 weeks ago
Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets
Rory 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 …
Published on 1 month, 3 weeks ago
Iranian Escalation or a Neutralized Threat? - Matt Reed on Iran's Indefensible Oil Industry
Rory and Matt Reed discuss the recent escalation of tensions between Iran, Israel, and the United States, focusing on the military actions taken by Israel against Iranian targets and the implications…
Published on 2 months ago
The Dynamics of Tanker Chartering and Freight Rates in Oil Markets
This conversation delves into the critical role of tankers in the global oil market with shipping analyst Jeff McGee of Makai Marine. Him and Rory explore the importance in transporting crude and ref…
Published on 2 months, 1 week ago
Facing the Contradictions of Today's Oil Market with Tamas Varga
In 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 com…
Published on 2 months, 3 weeks ago