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Oil Ground Up

Oil Ground Up
OPEC
Strategic Petroleum Reserve
Trump Administration
Oil Markets
Kpler
Oil Market Data
Biden Administration
United States
Natural Gas Market
Tariffs
Oil Trading
Carbon Credits
Shipping Intelligence
Global Trade
Market Transparency
Data Analytics
Employ America
Electric Vehicles
Petrochemical Demand
CIA Intelligence

Rory Johnston navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.

PublishesTwice monthlyEpisodes56Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Oil Ground Up

Latest Episodes

Karim Fawaz joins the Oil Ground Up podcast to analyze the relentless four-week closure of the Strait of Hormuz and its impact on global energy balances. The conversation explores why futures markets are "grievously underpricing" the current physical... more

Gregory Brew of Eurasia Group joins Rory to discuss the potential collapse of the Carter Doctrine following a provocative social media post by President Trump regarding the security of the Persian Gulf. The discussion centers on the 1980 policy that ... more

Matt Reed, Vice President at Foreign Reports, joins the Oil Ground Up Podcast to analyze the unprecedented and total closure of the Strait of Hormuz, a crisis that has now entered its third week with no clear off-ramp in sight. The conversation explo... more

Nader Itayim of Argus Media joins the Oil Ground Up podcast to analyze the unprecedented escalation of the direct conflict between Iran, Israel, and the United States and its devastating impact on global energy markets. The discussion explores how Ir... more

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Recent Guests

Nader Itayim
Analyst, Mid East politics and energy
Argus Media
Episode: View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown
Josef Schachter
Energy analyst with extensive experience in the sector, involved since 1972.
Schachter Energy Report
Episode: The Outlook for Canadian Oil Production with Josef Schachter
Ronald P. Smith
Founding partner of Emerging Markets Oil & Gas Consulting Partners, expert in Russian oil and gas sector
Emerging Markets Oil & Gas Consulting Partners
Episode: The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse
Dr. Francisco Monaldi
Director of the Latin American Energy Program at Rice University's Baker Institute for Public Policy
Rice University
Episode: Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil
Andy De La Rosa
A Wireline expert and educator, also known as Tejano Brown on Twitter.
Underdog Wireline
Episode: Inside the High-Stakes World of Wireline and Modern Fracking
Doug Terreson
Former head of energy research at Morgan Stanley, current board member of Phillips 66
Phillips 66
Episode: From Super Major to Super Surplus: Parsing Chaos in the Oil Market with Doug Terreson
Kevin Birn
Global Head, Center of Emissions Excellence and Chief Analyst Canadian Oil Markets at S&P Global
S&P Global
Episode: The Future of Canada's Oil Sands: Production, Pipelines and Policy
Arjun Murti
Partner at Veriten LLC and author of the Super Spiked Substack.
Veriten LLC
Episode: SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle
Rob Connors
Founder and analyst at Crude Chronicles
Crude Chronicles
Episode: The DOPE Cycle: Doubt, Optimism, and Oil Market History

Host

Rory Johnston
Host of Oil Ground Up; frequently analyzes oil markets, geopolitics, and policy impacts.

Reviews

4.7 out of 5 stars from 60 ratings
  • Very informative

    Rory looks at oil, oil sands, and energy—starting in Canada and going beyond.

    Apple Podcasts
    5
    Peter Rocca
    Hong Kong8 months ago
  • Awesome

    Tony is the man. Listen up y’all.

    Apple Podcasts
    5
    WildlyFastWill7
    United States3 years ago
  • Always bringing it

    Tony brings straight up takes on the energy industry with a great stable of guests.

    Apple Podcasts
    5
    Honest D
    Canada3 years ago
  • Good insights

    I’m a big fan of Tony’s from TG tuesdays on RV, and he brings the same sort of real talk, smart market insight to this podcast. I thought the episode with Dave Williams was great. As someone who follows markets closely, and is considering a move to the oil and gas industry, I thought it was a nice little window into the world, and I’d love to hear the more nerdy technicals he mentioned!

    Apple Podcasts
    5
    MikGiant
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Host brings straight talk and depth on energy markets and risk management.
Impressive lineup of guests with practical market intelligence.
Smart, data-driven market storytelling that connects geopolitics to prices.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#72
United States/Business/Investing
Apple Podcasts
#217
United States/Business
Apple Podcasts
#25
United Kingdom/Business/Investing
Apple Podcasts
#31
Canada/Business/Investing
Apple Podcasts
#68
United Kingdom/Business
Apple Podcasts
#77
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions
Q: How do you see the Russian sanctions umbrella operates right now?
Rachel explains the complexities of sanctions, enforcement, and the impact of U.S. blocking sanctions on Rosneft and Lukoil.
From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions
Q: What is the current state of sanctions on Iran right now?
Iran continues to be heavily sanctioned, primarily engaged in oil trade with China, but loopholes are being maintained to address revenue concerns.
From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions
Q: Could you just give us a 30-second overview of your background and how you come to the oil and sanctions space specifically?
Rachel provides a background in economics, markets, and political science, with a focus on energy-rich countries and sanctions policies.
The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse
Q: What signs should we watch for regarding the future of Russian oil production?
Smith highlights OPEC Plus decisions, discounts on Russian oil, and the status of the Vostok Oil project as key indicators of future trends in production.
The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse
Q: Why do you view the outlook for Russian oil production differently from the consensus?
Ronald Smith argues that the tax regime and the currency dynamics provide a buffer against price volatility, making the outlook for Russian oil production more optimistic than commonly believed.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Oil Ground Up

What is Oil Ground Up about and what kind of topics does it cover?

A market-focused show that blends geopolitical risk, policy shifts, and core energy economics to explain oil price dynamics. Across episodes, listeners hear from senior analysts, former executives, and practitioners who break down sanctions, supply disruptions, pipeline routes, and regional dynamics (Canada, Russia, Venezuela, the Middle East) with practical takeaways for traders, investors, and energy strategists. The conversations skew toward how policy, geopolitics, and capital discipline shape market signals, volatility, and investment decisions, often featuring deep dives into price formation, risk management, and industry structure. Noteworthy are the guest lineups and the hands-on, data-informed style that translates complex energy f... more

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Which podcasts are similar to Oil Ground Up?

These podcasts share a similar audience with Oil Ground Up:

1. Value Hive Podcast
2. The Market Huddle
3. Oil Markets
4. Monetary Matters with Jack Farley
5. Oil and Gas This Week

How many episodes of Oil Ground Up are there?

Oil Ground Up launched 3 years ago and published 56 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Oil Ground Up?

Recent guests on Oil Ground Up include:

1. Nader Itayim
2. Josef Schachter
3. Ronald P. Smith
4. Dr. Francisco Monaldi
5. Andy De La Rosa
6. Doug Terreson
7. Kevin Birn
8. Arjun Murti

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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