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 ...
12 Dec 20251h 6min
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 Caribbean a...
13 Nov 20251h 5min
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...
7 Nov 20251h 14min
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...
24 Okt 20251h 5min
The DOPE Cycle: Doubt, Optimism, and Oil Market History
This episode of the Oil Ground Up, hosted by Rory Johnston, welcomes back Robert Connors of Crude Chronicles to delve into the broad historical sweep of oil market cycles. Connors explains his long-te...
11 Okt 202558min
Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe
In this episode of Oil Ground Up, host Rory sits down with June Goh, Senior Market Analyst at Sparta, for a masterclass on the physical oil market. With a background as a chemical engineer and years o...
26 Sep 20251h
Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices
Today we speak with Dr. Ilia Bouchouev, former President of Koch Global Partners where he launched and managed the global derivatives trading business for over 20 years. Traditional supply and demand ...
17 Sep 202554min
Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility
ory dives deep into energy risk management with industry veteran Steve Sinos. Steve, with over 20 years of experience, explains how energy derivatives—from Futures and Options to CFDs—are crucial risk...
12 Sep 20251h 7min
