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...
29 Touko 1h 4min
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...
22 Touko 1h 7min
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...
7 Touko 1h 1min
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...
29 Huhti 54min
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...
24 Huhti 1h 5min
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...
17 Huhti 46min
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...
9 Huhti 56min
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 ...
2 Huhti 58min
