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Hormuz, Diesel & the Return of the Geopolitical Risk Premium
October 2, 2026 · 1 hr 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 Brouhard, Head of Policy and Geopolitical Risk at Kpler, for…
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Keystone XL Is Back—But North America’s Oil Map Has Changed
September 11, 2026 · 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 geopolitics? On this episode of Oil Ground Up, Rory Johnston is…
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The Oil Market Is Tighter Than It Looks | David Wech
August 28, 2026 · 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 refined products moving through increasingly opaque trade…
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Jeff Currie: Everything You Know About Oil Markets Is Wrong
July 15, 2026 · 1 hr 7 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 today's geopolitical environment is unlike anything investors have…
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The Fragile Peace Reshaping Global Oil Markets
July 9, 2026 · 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 energy markets. Gregory and Rory Johnston discuss the…
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Why Oil Tankers Still Are Not Returning to the Strait of Hormuz
June 23, 2026 · 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 global oil markets. Together, they examine why commercial…
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Bob McNally on Hormuz, Oil Prices, and the End of Energy Security Assumptions
May 29, 2026 · 1 hr 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 fragile state of today’s energy markets. Bob reflects on…
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How Iran Weaponized the World’s Most Important Oil Chokepoint
May 22, 2026 · 1 hr 8 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 Hormuz crisis is reshaping global energy markets in real…