Rephonic
Artwork for Oil Ground Up

Oil Ground Up

Oil Ground Up
OPEC
Iran
Oil Market
Venezuela
Strait Of Hormuz
United States
Oil Markets
Strategic Petroleum Reserve
Oil Industry
Trump Administration
Hormuz
Biden Administration
Kpler
Oil Market Data
Natural Gas Market
Oil Trading
Tariffs
Russia
Employ America
Oil and Gas Industry

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 monthlyEpisodes70Founded4 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Oil Ground Up

Latest Episodes

What happens to the global oil market when the Strait of Hormuz remains disrupted for months, tanker shipping costs explode, and China dramatically reduces its crude imports?

In this episode of Oil Ground Up, host Rory Johnston welcomes Javier Blas,... more

What happens when geopolitical risk stops being theoretical and begins physically reshaping global oil flows?On this episode of Oil Ground Up, Rory Johnston is joined by Michelle Brouhard, Head of Policy and Geopolitical Risk at Kpler, for a wide-ran... more

North America is suddenly facing a wave of new oil pipeline proposals—but which projects actually make commercial sense, and which are being driven by energy security and geopolitics?

On this episode of Oil Ground Up, Rory Johnston is joined by Rob ... more

Rory Johnston returns to Oil Ground Up with David Wech, Chief Economist at Vortexa, for a deep dive into one of the most complicated oil markets in recent memory. With crude and refined products moving through increasingly opaque trade routes, Rory a... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Oil Markets
Oil MarketsS&P Global Commodity Insights
Macro Voices
Macro VoicesErik Townsend
The Market Huddle
The Market HuddlePatrick Ceresna & Kevin Muir
The HC Commodities Podcast
The HC Commodities PodcastPaul Chapman, HC Group

Recent Guests

Javier Blas
Oil watcher, Bloomberg Opinion columnist covering energy and commodities
Bloomberg Opinion
Episode: Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas
Michelle Brouhard
Head of policy and geopolitical risk at Kepler
Kepler
Episode: Hormuz, Diesel & the Return of the Geopolitical Risk Premium
Rob Wilson
President of East Daley Analytics; savant of North American energy flows
East Daley Analytics
Episode: Keystone XL Is Back—But North America’s Oil Map Has Changed
David Wech
Chief Economist at Tanker Tracker Vortexa
Vortexa
Episode: The Oil Market Is Tighter Than It Looks | David Wech
Jeff Currie
Former and longtime head of commodity research at Goldman Sachs; current board/director roles and strategic advisor in energy/commodity space
Goldman Sachs (former); ABEX Markets; Carlisle Energy Pathways; board roles
Episode: Jeff Currie: Everything You Know About Oil Markets Is Wrong
Salvatore Mercogliano
Maritime historian
Campbell University
Episode: Why Oil Tankers Still Are Not Returning to the Strait of Hormuz
Bob McNally
Founder and president of Rapidan Energy Group; former White House Energy Advisor
Rapidan Energy Group
Episode: Bob McNally on Hormuz, Oil Prices, and the End of Energy Security Assumptions
Edward Fishman
Senior fellow and director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations
Council on Foreign Relations
Episode: How Iran Weaponized the World’s Most Important Oil Chokepoint
Eric Nuttall
Partner and senior portfolio manager, Nine Point Partners LP, Toronto
Nine Point Partners LP
Episode: Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity

Host

Rory Johnston
Host focused on oil market fundamentals and price action; connective tissue across episodes.

Reviews

4.7 out of 5 stars from 89 ratings
  • Suggestion

    Good information but please Rory quit talking so much and let the guests answer your questions without your 20min preamble.

    Apple Podcasts
    3
    Greenervet
    Canadaa month ago
  • Well Done and Informative

    Rory is one of those guys who has the enviable ability to make incredibly complex things understandable — at least at an entry level — with a few words. I always feel smarter after listening to this.

    Apple Podcasts
    5
    The Most Dapper Cadaver
    United States3 months ago
  • Not Worth The Listen

    It would be nice if this were a business focused podcast. Instead we have to listen to a hysterical left-wing Canadian with a bad case of TDS. A missed opportunity wasted on the hosts personal ideology and hatred of President Trump…

    Apple Podcasts
    1
    TJ 54321
    United States6 months ago
  • Very informative

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

    Apple Podcasts
    5
    Peter Rocca
    Hong Konga year ago
  • Awesome

    Tony is the man. Listen up y’all.

    Apple Podcasts
    5
    WildlyFastWill7
    United States3 years ago

Listeners Say

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

Guests consistently bring high-level expertise and practical market insight.
The show blends historical context with current events to illuminate oil market behavior.
Rory has a rare ability to simplify complex market concepts for newcomers.
Listeners appreciate the clear linkage between geopolitics and price dynamics.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas
Q: What are the biggest structural changes you see in the oil market post-crisis?
The market has become rate-sensitive and regionally segmented due to shipping costs, with strong emphasis on stockpiling by governments, tighter refinery economics, and a potential reorientation of OPEC and national oil company strategies as the dynamics of restocking and demand recovery unfold.
Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas
Q: What role did China play in the crisis, and how has that affected your view on the demand destruction narrative?
China's import pattern collapsed from about 11–12 million barrels per day pre-crisis to much lower levels, a swing that compelled a reassessment of demand destruction, as the global picture was not simply a uniform downturn but a complex reshaping of where and how demand materialized.
Hormuz, Diesel & the Return of the Geopolitical Risk Premium
Q: Do you have a resting view on probability of any restriction, probability of no restriction, and probability of a ban, roughly?
The experts see a spectrum: an export ban is possible but not likely in the near term; stronger likelihood exists for Europe to release more diesel inventories as a form of economic statecraft, with market mechanisms potentially solving some imbalances on their own over time.
Jeff Currie: Everything You Know About Oil Markets Is Wrong
Q: What does it mean when you say commodities are not anticipatory assets, and how does that show up in the futures curve?
Currie explains that the front end of the curve must reflect today's fundamentals and cannot embed future expectations; mispricing or speculative bets on future supply can create contango or backwardation, but the front end should price current conditions while the back end moves with broader industry repricing and capital costs.
The Fragile Peace Reshaping Global Oil Markets
Q: How might US policy evolve given the leakage of sanctions relief and nuclear talks?
Policy is likely to extend the transitional status quo beyond 60 days, with rounds of negotiations playing out while both sides avoid a full resumption of war, and with Israel embedding its own security priorities into responses to Iran's gains.

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 data-driven deep dive into energy markets, geopolitics, and pricing dynamics driven by oil and gas fundamentals. Episodes frequently unpack price discovery, backwardation and contango, inventory signals, and the impact of global events—from Hormuz disruptions to sanctions policy—on curves, spreads, and risk. A distinctive angle is the integration of pragmatic trader viewpoints with geopolitical analysis, plus practical investment and trading takeaways for professionals navigating a volatile energy landscape. Noteworthy for its practical framing, strong guest roster, and clear focus on how macro forces translate into price action and market behavior.

Where can I find podcast stats for Oil Ground Up?

Rephonic provides a wide range of podcast stats for Oil Ground Up. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Oil Ground Up and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Oil Ground Up get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Oil Ground Up, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Oil Ground Up?

Rephonic provides comprehensive predictive audience data for Oil Ground Up, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Oil Ground Up have?

To see how many followers or subscribers Oil Ground Up has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Oil Ground Up?

These podcasts share a similar audience with Oil Ground Up:

1. Monetary Matters with Jack Farley
2. Oil Markets
3. Macro Voices
4. The Market Huddle
5. The HC Commodities Podcast

How many episodes of Oil Ground Up are there?

Oil Ground Up launched 4 years ago and published 70 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Oil Ground Up?

Rephonic pulls ratings and reviews for Oil Ground Up from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Oil Ground Up?

Rephonic provides full transcripts for episodes of Oil Ground Up. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Oil Ground Up?

Recent guests on Oil Ground Up include:

1. Javier Blas
2. Michelle Brouhard
3. Rob Wilson
4. David Wech
5. Jeff Currie
6. Salvatore Mercogliano
7. Bob McNally
8. Edward Fishman

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days