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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
Oil Trading
Tariffs
Carbon Credits
Data Analytics
Market Transparency
Global Trade
Shipping Intelligence
Employ America
Electric Vehicles
Petrochemical Demand
Alternative Data

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.

PublishesWeeklyEpisodes41Founded3 years ago
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BusinessInvesting

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Artwork for Oil Ground Up

Latest Episodes

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 models no longer explain the oil market, where the... more

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 risk management tools designed to shift, not destroy, ... more

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-driven nature, contrasting stable ethanol volumes with... more

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 emphasizes the importance of understanding breakeven me... more

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Recent Guests

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
Brandon Myers
Head of Intelligence at Novi Labs
Novi Labs
Episode: Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability
Gregory Brew
Senior analyst covering energy and Iran at Eurasia Group
Eurasia Group
Episode: Tariff Tensions: US-India Trade Under the Spotlight with Russia in the Shadows
Mike Spyker
Principal Analyst at HTM Energy Partners, expert in Western Canadian oil and gas sector
HTM Energy Partners
Episode: Canadian Oil: Growth in the Duverney and Montney, and the Race for MEG
Rachel Ziemba
Founder of Ziemba Insights, a geo-economic consultancy, adjunct fellow at the Center for New American Security.
Episode: Oil's Power Play: Sanctions and Global Economic Strategy with Rachel Ziemba
Arnab Datta
Managing Director of Policy and Limitation at Employ America
Employ America
Episode: Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
François Cazor
Founder and Executive Chairman of Kpler
Kpler
Episode: How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor

Host

Rory Johnston
Host who navigates listeners through the financial market dynamics of the world's oil and gas sector and engages in discussions with industry experts.

Reviews

4.6 out of 5 stars from 45 ratings
  • Very informative

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

    Apple Podcasts
    5
    Peter Rocca
    Hong Kong2 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 States2 years ago

Listeners Say

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

Feedback highlights the quality of guests and relevant discussions, attracting those keen on the financial aspects of the oil industry.
Listeners commend the insightful commentary and expert opinions shared, emphasizing the depth of market analysis.
Many appreciate the blend of technical talk with practical insights, indicating it enhances understanding of complex topics in the energy sector.

Chart Rankings

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

Apple Podcasts
#244
United Kingdom/Business/Investing
Apple Podcasts
#178
Russia/Business/Investing
Apple Podcasts
#216
Norway/Business/Investing
Apple Podcasts
#219
Sweden/Business/Investing
Apple Podcasts
#243
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility
Q: How do I kind of inoculate myself against, let's say, the jet fuel price exploding and all of a sudden we're running a lot of unprofitable flights?
We'll start with how you sort of framed your approach and understand how you can manage the variability of fuel prices.
The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel
Q: What should investors watch as indicators of the biofuels market?
Investors should track the D4 RIN price and soybean oil prices as key indicators of the biofuels market.

Audience Metrics

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

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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?

Focused on the oil and gas sector, this podcast provides insights into the financial market dynamics surrounding energy production. Listeners can expect discussions on the implications of geopolitical events, market fluctuations, and industry developments, featuring interviews with industry experts who share their perspectives on current trends and future forecasts. Notably, the show differentiates itself by blending fundamental analysis with expert commentary, addressing key issues such as OPEC policies, tanker markets, and U.S.-China trade relations, making it particularly relevant for professionals and enthusiasts in the energy and finance sectors.

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Which podcasts are similar to Oil Ground Up?

These podcasts share a similar audience with Oil Ground Up:

1. Oil and Gas This Week
2. Macro Voices
3. The Market Huddle
4. Forward Guidance
5. Mining Stock Daily

How many episodes of Oil Ground Up are there?

Oil Ground Up launched 3 years ago and published 41 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. Ilia Bouchouev
2. Steve Sinos
3. Brett Gibbs
4. Brandon Myers
5. Gregory Brew
6. Mike Spyker
7. Rachel Ziemba
8. Arnab Datta

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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