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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
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.

PublishesTwice monthlyEpisodes53Founded3 years ago
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BusinessInvesting

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Artwork for Oil Ground Up

Latest Episodes

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

In this episode of the Oil Ground Up Podcast, guest Rachel Ziemba joins host Rory Johnston to provide an update on the rapidly shifting landscape of U.S. economic statecraft and its impact on Venezuela, Iran, and Russia. The discussion explores the u... more

In this conversation, Josef Schachter discusses the current state of the oil market, emphasizing the ongoing energy super cycle and the challenges faced by both US and Canadian oil production. He highlights the limitations of OPEC in increasing produ... more

In this episode of the Oil Groundup Podcast, host Rory Johnston welcomes Ronald Smith, a consultant with 25 years of experience analyzing the Russian oil and gas sector. The discussion delves into why Russia’s industry is far more complex than other ... more

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Recent Guests

Rachel Ziemba
Geoeconomic and country risk expert, runs Ziemba Insights, and author of the Weaponized Economy Substack
Ziemba Insights
Episode: From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions
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 discussions focused on financial market dynamics within the oil and gas sector.

Reviews

4.7 out of 5 stars from 59 ratings
  • Very informative

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

    Apple Podcasts
    5
    Peter Rocca
    Hong Kong7 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
#122
United States/Business/Investing
Apple Podcasts
#53
United Kingdom/Business/Investing
Apple Podcasts
#116
Canada/Business/Investing
Apple Podcasts
#165
United Kingdom/Business
Apple Podcasts
#225
Canada/Business
Apple Podcasts
#111
Italy/Business/Investing

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?

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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How many listeners does Oil Ground Up get?

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Which podcasts are similar to Oil Ground Up?

These podcasts share a similar audience with Oil Ground Up:

1. Odd Lots
2. All-In with Chamath, Jason, Sacks & Friedberg
3. Oil and Gas This Week
4. Oil Markets
5. The Trevor Rose Podcast

How many episodes of Oil Ground Up are there?

Oil Ground Up launched 3 years ago and published 53 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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Where can I see ratings and reviews for Oil Ground Up?

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What guests have appeared on Oil Ground Up?

Recent guests on Oil Ground Up include:

1. Rachel Ziemba
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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