The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel
Rory speaks with Bloomberg expert Brett Gibbs about the Renewable Fuel Standard (RFS) and its profound impact across energy, agriculture, and gasoline prices. Brett highlights the market's policy-driv...
3 Sep 20251h 8min
Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability
In this conversation, Brandon Myers from Novi Labs discusses the intricacies of shale production, focusing on type curves, price sensitivity, and the evolving landscape of the US shale patch. He empha...
27 Aug 20251h
Tariff Tensions: US-India Trade Under the Spotlight with Russia in the Shadows
In this episode of the Oil Ground Up podcast, host Rory Johnston delves into the complex dynamics of US-India trade relations, focusing on the recent imposition of secondary tariffs by President Trump...
8 Aug 20251h
Canadian Oil: Growth in the Duverney and Montney, and the Race for MEG
In this episode of "Oil Ground Up," host Rory Johnston delves into the dynamic landscape of the Western Canadian oil and gas sector with expert insights from Michael Spyker, Principal Analyst at HTM E...
31 Jul 20251h 10min
Oil's Power Play: Sanctions and Global Economic Strategy with Rachel Ziemba
In this episode of "Oil Ground Up," host Rory engages with Rachel Ziemba, an expert in sanctions policy, to unravel the intricate web of economic statecraft. They delve into the complexities of sancti...
24 Jul 20251h 18min
Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
In this episode of the Oil Ground Up podcast, host Rory Johnston is joined by Arnab Datta, Managing Director of Policy Implementation at Employ America, to delve into the intricate history and evolvin...
19 Jul 20251h 15min
How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor
In 2014, the collaborative vision of engineers François Cazor and Jean Maynier ignited a journey towards revolutionising trade through the power of innovative data technology. Today, OGU Host, Rory Jo...
10 Jul 202550min
Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets
Rory Johnston speaks with Karim Fawaz, Director of Oil Markets and Refining at S&P Global Commodity Insights. They discuss the evolving dynamics of the oil market, particularly the geopolitical risk p...
3 Jul 20251h 7min
