Oil Ground Up podcast artwork
Business

Oil Ground Up

by Oil Ground Up
InvestingBusiness

Not on the United States charts we track today.

If you like Oil Ground Up, try…

Latest episodes

  • Iran Is Attacking Tankers. Why Is the Oil Still Flowing?

    October 25, 2026 · 60 min

    Oil 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 Hormuz, escalating Iranian attacks on commercial shipping, and the…

  • Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas

    October 14, 2026 · 1 hr 19 min

    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…

  • Hormuz, Diesel & the Return of the Geopolitical Risk Premium

    October 2, 2026 · 1 hr 7 min

    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…

  • Keystone XL Is Back—But North America’s Oil Map Has Changed

    September 11, 2026 · 54 min

    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…

  • The Oil Market Is Tighter Than It Looks | David Wech

    August 28, 2026 · 55 min

    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…

Show 7 more episodesShow fewer episodes
  • Jeff Currie: Everything You Know About Oil Markets Is Wrong

    July 15, 2026 · 1 hr 7 min

    Jeff 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 today's geopolitical environment is unlike anything investors have…

  • The Fragile Peace Reshaping Global Oil Markets

    July 9, 2026 · 58 min

    Gregory 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 energy markets. Gregory and Rory Johnston discuss the…

  • Why Oil Tankers Still Are Not Returning to the Strait of Hormuz

    June 23, 2026 · 48 min

    Rory 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 global oil markets. Together, they examine why commercial…

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

    May 29, 2026 · 1 hr 4 min

    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 energy markets. Bob reflects on…

  • How Iran Weaponized the World’s Most Important Oil Chokepoint

    May 22, 2026 · 1 hr 8 min

    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 reshaping global energy markets in real…

  • Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity

    May 7, 2026 · 1 hr 2 min

    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 markets remain dangerously complacent…

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

    April 29, 2026 · 55 min

    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 explains how Iran’s shadow fleet has…

Full episode archive on Apple Podcasts →

About the show

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.