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Oil Ground Up

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

PublishesWeeklyEpisodes48Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Oil Ground Up

Latest Episodes

This episode of the Oil Ground Up podcast features host Rory Johnston in conversation with Andy De La Rosa, a senior field engineer with 15 years of experience in the wireline industry. De La Rosa describes wireline as the "tip of the spear" for the ... more

The Oil Ground Up podcast welcomes Doug Terreson to parse the dynamics of the chaotic and confusing current oil market. Terreson details his illustrious career path, which included drilling oil wells for Schlumberger, managing one of the world’s larg... more

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 and cancelling a raft of oil sector operating licen... more

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 to end demand. At the same time, Canada's oil produ... more

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Recent Guests

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
June Goh
Senior Oil Market Analyst at Sparta Commodities
Sparta Commodities
Episode: Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe
Ilia Bouchouev
Former president of Koch Global Partners, managing partner at Pentathlon Investments, adjunct professor at NYU, author of 'Virtual Barrels'
Pentathlon Investments
Episode: Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices
Steve Sinos
Risk management advisor and founder of Blue Lacey
Blue Lacey
Episode: Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility
Brett Gibbs
Equity research analyst covering renewable fuels and the refining sector
Bloomberg Intelligence
Episode: The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel

Host

Rory Johnston
Host of discussions focused on financial market dynamics within the oil and gas sector.

Reviews

4.7 out of 5 stars from 55 ratings
  • Very informative

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

    Apple Podcasts
    5
    Peter Rocca
    Hong Kong6 months ago
  • Awesome

    Tony is the man. Listen up y’all.

    Apple Podcasts
    5
    WildlyFastWill7
    United States2 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
    Canada2 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.

Many find the host's questioning style refreshing and conducive to uncovering nuanced viewpoints on complex subjects.
Listeners appreciate the in-depth analysis and expert insights provided, emphasizing its informative nature on energy market dynamics.
Positive feedback highlights the engaging discussions and relevant topics that resonate with industry professionals.

Chart Rankings

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

Apple Podcasts
#209
France/Business/Investing
Apple Podcasts
#58
Saudi Arabia/Business/Investing
Apple Podcasts
#220
Ukraine/Business/Investing
Apple Podcasts
#225
Switzerland/Business/Investing
Apple Podcasts
#248
Saudi Arabia/Business

Talking Points

Recent interactions between the hosts and their guests.

Inside the High-Stakes World of Wireline and Modern Fracking
Q: How has the technology in the Wireline industry changed over the course of your 15 years?
The technology has advanced significantly, moving from older systems relying on manual connections to modern perforating guns with computer chips that allow for better communication and safety.
Inside the High-Stakes World of Wireline and Modern Fracking
Q: Can you tell us a little bit about yourself and how you came into the industry?
Andy De La Rosa shared that he was born and raised in Midland, Texas, and has been in the Wireline industry for about 15 years, initially not wanting to enter the oil field but eventually starting in Wireline after being encouraged by a friend.
Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices
Q: What is the current role of managed money in influencing oil prices?
Managed money is described as being the largest short-term driver of oil prices, especially through volatility, with correlations observed indicating their significant impact on market movements.
Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices
Q: How would you describe the changes in the oil trading market over the years?
Ilia discusses the evolution from manual trading based on fundamentals to an advanced trading environment where algorithms and quantitative strategies dominate, highlighting the increase in trading volumes compared to physical consumption.
Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility
Q: What types of things would they be looking to hedge?
Airlines will hedge variably and there's a lot more diversity in how they hedge based on their business model, with some being more conservative than others, depending on their costs.

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?

Content focuses on the intricate financial dynamics within the oil and gas sector, delivering insights on market trends, geopolitical factors, and operational challenges faced by industry players. Conversations often feature experts from diverse backgrounds, such as analysts and former executives, who share their knowledge regarding supply chain issues, carbon emissions regulations, investments, and the broader effects of international policies on energy production. Noteworthy topics include evolving energy strategies, the complexity of oil supply and demand, and technological advancements in energy production.

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Which podcasts are similar to Oil Ground Up?

These podcasts share a similar audience with Oil Ground Up:

1. Forward Guidance
2. Macro Voices
3. Monetary Matters with Jack Farley
4. The Market Huddle
5. Thoughtful Money with Adam Taggart

How many episodes of Oil Ground Up are there?

Oil Ground Up launched 3 years ago and published 48 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Oil Ground Up?

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What guests have appeared on Oil Ground Up?

Recent guests on Oil Ground Up include:

1. Andy De La Rosa
2. Doug Terreson
3. Kevin Birn
4. Arjun Murti
5. Rob Connors
6. June Goh
7. Ilia Bouchouev
8. Steve Sinos

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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