Oil Ground Up
di Oil Ground Up
Ultimo episodio
Dennis Kissler: The Biggest Oil Price Risk Is to the Downside
Dennis Kissler: The Biggest Oil Price Risk Is to the Downside
Informazioni su questo podcast
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.
Episodi
I 20 episodi più recenti su 72
- Dennis Kissler: The Biggest Oil Price Risk Is to the Downside · 53 minOil prices are soaring, diesel markets are facing historic shortages, and geopolitical conflict is disrupting global energy flows. But could crude oil prices fall sharply once…
- Iran Is Attacking Tankers. Why Is the Oil Still Flowing? · 60 minOil Ground Up host Rory Johnston welcomes Samir Madani, co-founder of TankerTrackers.com, for an in-depth discussion of the rapidly changing oil flows through the Strait of…
- Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas · 1 h 19 minWhat 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…
- Hormuz, Diesel & the Return of the Geopolitical Risk Premium · 1 h 7 minWhat 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…
- Keystone XL Is Back—But North America’s Oil Map Has Changed · 54 minNorth 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…
- The Oil Market Is Tighter Than It Looks | David Wech · 55 minRory 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…
- Jeff Currie: Everything You Know About Oil Markets Is Wrong · 1 h 6 minJeff Currie joins Rory Johnston on the Oil Ground Up Podcast for a wide-ranging conversation on commodity price discovery, the changing structure of energy markets, and why…
- The Fragile Peace Reshaping Global Oil Markets · 58 minGregory Brew returns to the Oil Ground Up Podcast to examine the evolving geopolitical landscape in the Middle East following the U.S.-Iran ceasefire and what it means for global…
- Why Oil Tankers Still Are Not Returning to the Strait of Hormuz · 48 minRory Johnston welcomes maritime historian and shipping expert Dr. Sal Mercogliano to Oil Ground Up for a deep dive into the evolving Strait of Hormuz crisis and what it means for…
- Bob McNally on Hormuz, Oil Prices, and the End of Energy Security Assumptions · 1 h 4 minRory Johnston welcomes legendary energy analyst Bob McNally to Oil Ground Up for a sweeping conversation on the Strait of Hormuz crisis, global oil supply disruptions, and the…
- How Iran Weaponized the World’s Most Important Oil Chokepoint · 1 h 7 minEdward Fishman joins Rory for a sweeping conversation on the evolution of modern economic warfare, the origins of U.S. sanctions strategy against Iran, and how today’s Strait of…
- Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity · 1 h 1 minEric Nuttall joins the Oil Ground Up podcast to discuss what he believes is the largest energy supply shock in modern history following the prolonged closure of the Strait of…
- Tracking Tankers Through Chaos: Shadow Fleets, Blockades, and the New Oil War · 55 minMaritime intelligence expert Michelle Bockmann joins the Oil Ground Up podcast to unpack the unprecedented disruption in global oil flows following the effective closure of the…
- Amena Bakr on the Market Blindness to the 13 Million Barrel Shock · 1 h 5 minAmena Bakr, the Head of Middle East Research at Kpler, joins Rory to provide an inside look at the functional closure of the Strait of Hormuz, where daily traffic has collapsed…
- Paper vs Physical: Inside Oil’s $30 Backwardation Shock with Veteran Trader Adi Imsirovic · 46 minAdi Imsirovic, a veteran oil trader and former academic, returns to the podcast to break down the mechanics of the Brent market at a moment of historic disruption. With more than…
- Record Backwardation: Understanding the Economic Return of USO in the Midst of a Global Supply Loss · 57 minJohn Love, the CEO of USCF Investments, joins the podcast to celebrate the 20th anniversary of the United States Oil Fund (USO), which was the third commodity ETF ever launched…
- Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand · 58 minKarim 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…
- An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut? · 53 minGregory 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…
- Why There is No Off-Ramp for Trump’s Gulf War · 57 minMatt 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…
- View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown · 1 h 4 minNader 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…
