Oil Ground Up

Bob McNally on Hormuz, Oil Prices, and the End of Energy Security Assumptions

Rory 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 fragile state of today’s...

2026-05-29

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How Iran Weaponized the World’s Most Important Oil Chokepoint

Edward 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 Hormuz crisis is resha...

2026-05-22

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Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity

Eric 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 Hormuz. He explains why m...

2026-05-07

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Tracking Tankers Through Chaos: Shadow Fleets, Blockades, and the New Oil War

Maritime 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 Strait of Hormuz. She e...

2026-04-30

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Amena Bakr on the Market Blindness to the 13 Million Barrel Shock

Amena 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 from 170 vessels to jus...

2026-04-24

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Paper vs Physical: Inside Oil’s $30 Backwardation Shock with Veteran Trader Adi Imsirovic

Adi 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 13 million barrels pe...

2026-04-17

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Record Backwardation: Understanding the Economic Return of USO in the Midst of a Global Supply Loss

John 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. He explains that unlik...

2026-04-10

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Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand

Karim 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 explores why futures markets ...

2026-04-03

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An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut?

Gregory 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 security of the Persian Gul...

2026-04-01

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Why There is No Off-Ramp for Trump’s Gulf War

Matt 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 entered its third week with ...

2026-03-20

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View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown

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 glo...

2026-03-13

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From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions

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 Venezuel...

2026-02-28

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The Outlook for Canadian Oil Production with Josef Schachter

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 high...

2026-02-21

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The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse

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...

2026-01-30

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Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil

This episode explores the extraordinary start to 2026 following the capture of Nicolás Maduro by US forces and his subsequent transport to stand trial in New York. Host Rory Johnston is joined, once a...

2026-01-22

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Inside the High-Stakes World of Wireline and Modern Fracking

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 des...

2025-12-20

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From Super Major to Super Surplus: Parsing Chaos in the Oil Market with Doug Terreson

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 ...

2025-12-13

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What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate

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 Caribbe...

2025-11-13

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The Future of Canada's Oil Sands: Production, Pipelines and Policy

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 t...

2025-11-08

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SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle

Rory Johnston welcomes Arjun Murti, a partner at Veriten and former Goldman Sachs equity research analyst with 33 years of experience covering the full energy value chain. Murti discusses his Substack...

2025-10-25

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