Mark Rossano connects with Rory and discusses the complexities of the oil and gas market, focusing on price volatility, OPEC's production strategies, and the geopolitical implications of Iran and Russia's oil exports. He emphasizes the importance of diesel in the economy and the impact of EU sanctions on global oil flows. The conversation provides insights into the current state of the energy sector and the challenges faced by major oil-producing countries. In this conversation, Mark Rossano dis...
May 20, 2025•48 min
OGU's new host, Rory Johnston, welcomes in Adi Imsirovic to delve into the complexities of the oil trading industry, exploring Adi's extensive background in both academia and commercial trading. They discuss the current challenges faced by OPEC, the impact of tariffs on oil demand, and the shifting dynamics of the energy market, particularly in light of the growing influence of electric vehicles. The conversation also touches on the supply-demand balance and long-term projections for oil demand,...
May 06, 2025•58 min
In this episode of the Oil Ground Up podcast, Dr. Robert E. Brooks discusses the evolution of the LNG market, the role of RBAC in energy modeling, and the current dynamics of global energy supply, particularly focusing on the relationship between the U.S. and China regarding LNG exports. Dr. Brooks highlights the significant changes in the LNG industry over the years, the impact of geopolitical factors, and the future outlook for LNG contracts amidst evolving market conditions. In this conversat...
Apr 29, 2025•58 min
Tony Greer interviews Brian Rainsborough and Chris Sembritzky from Renaissance Energy Africa about their exciting oil exploration efforts in Namibia. They discuss the significance of drilling one of the largest onshore wells in history, the geological challenges and potential of the region, and the economic viability of their operations. The conversation also covers the infrastructure in Namibia, market strategies for oil export, and the future prospects of expanding their operations into Angola...
Apr 24, 2025•45 min
In this episode of the Oil Ground Up podcast, Patrick De Haan, Lead Petroleum Analyst at GasBuddy, discusses his career journey and the role of GasBuddy in tracking gas prices. He delves into the impact of energy policies on oil prices, the dynamics of OPEC's production decisions, and the forecast for future gas prices. The conversation also covers regional differences in gas prices across the U.S., the implications of refining capacity, and consumer behavior regarding gas purchases. Patrick emp...
Apr 09, 2025•39 min
Josef Schachter, President of Schachter Energy Research Services, provides insights into the oil market and Canadian energy sector. He discusses the impact of US tariffs on Canadian oil, noting that the weakened Canadian dollar can offset some of the tariff's impact, and that the US Midwest relies on Canadian heavy crude due to quality issues with Mexican oil and restrictions on Venezuelan imports. Schachter expresses optimism about buying opportunities in Canadian energy stocks, suggesting the ...
Mar 07, 2025•35 min
In this episode of the Oil Ground Up podcast, Ian Wagner sits in for Tony Greer and interviews Steve Sinos, managing partner at Blue Lacy Advisors, about the intricacies of risk management in the energy sector. They discuss the importance of understanding commodity risk, the dynamics of oil and crude tariffs, insights into the LNG market, and the volatility of WTI prices. Sinos emphasizes the need for a detailed analysis of market drivers and the significance of being proactive in risk managemen...
Feb 10, 2025•46 min
Tony Greer and Robert Connors delve into the current state of the energy markets, exploring the impact of political changes, trends in oil and natural gas prices, and the future of uranium and nuclear energy. Connors shares his insights on the importance of returns on capital in the energy sector and discusses the evolution of his business, Crude Chronicles, emphasizing the value of independent analysis in a rapidly changing market landscape. In this conversation, Robert Connors discusses the im...
Jan 30, 2025•43 min
In this episode of the Oil Ground Up podcast, Dan Romito shares his journey from NASDAQ to Pickering Energy Partners, discussing the challenges and opportunities within the energy sector. He emphasizes the importance of understanding ESG, the need for better representation of the energy industry, and the impact of political changes on energy policy. Romito also highlights the critical role of resource management, particularly water, in the future of energy production and economic competitiveness...
Jan 14, 2025•53 min
In this episode of the Oil Ground Up podcast, Joe DeLaura, a global energy strategist at Rabobank, shares insights into his career in the oil industry and discusses the current dynamics of the oil market. He highlights the static nature of oil prices, the long-term trends in oil consumption, and the impact of geopolitical factors on market stability. Joe also delves into the refinery dynamics, the natural gas market, and the future of LNG, emphasizing the importance of understanding these trends...
Dec 20, 2024•39 min
In this episode of the Oil Ground Up podcast, Tony Greer interviews John Johnston, a veteran oil trader with nearly 50 years of experience. Johnston shares insights into his career, the evolution of oil trading, and the dynamics of the market. He discusses the strategies he employed, the impact of technology on trading, and the changing landscape of the oil market over the decades. The conversation highlights the challenges and excitement of trading in the oil pits, as well as the importance of ...
Dec 11, 2024•56 min
Tony Greer and Josh Young of Bison Interests discuss the current state of the oil market, focusing on the downtrend in crude oil prices and the impact of geopolitical events. They analyze OPEC's strategies and the implications of political changes on energy policy, particularly with the potential return of the Trump administration. The discussion also covers the future of oil services and the refining sector, highlighting the challenges and opportunities within these industries. In this conversa...
Nov 22, 2024•42 min
In this episode of the Oil Ground Up Podcast, Tony Greer speaks with Brian Pieri, founder of energyrogue.com , about the current state of the energy market following the recent US Presidential election. They discuss market reactions, predictions for oil and natural gas, and insights into various sectors within the energy industry, including which sides of the sector might benefit most under a second Trump administration. Brian shares his experiences and the evolution of his company, Energy Rogue...
Nov 08, 2024•43 min
Mark Rossano, founder and CEO of C6 Capital Holdings, shares his extensive background in the energy sector and provides insights into the current state of oil and gas markets. Mark and Tony discuss the dynamics of supply and demand, geopolitical influences, and the future of LNG and natural gas. Mark also shares some thoughts on where he is allocating capital within the energy space. He touches on the impact of political changes on the oil industry, the role of renewable energy, and investment s...
Oct 10, 2024•45 min
Tony Greer and Mark LaCour of OGGN discuss their new partnership in the oil and gas podcasting space. They explore the growth of oil and gas podcasts, the impact of political changes on oil prices, and the future demand for energy, particularly in relation to technology and emerging industries like marijuana cultivation. The discussion highlights the importance of collaboration and sharing insights within the industry to provide valuable content to listeners.
Sep 21, 2024•22 min
Joseph Schachter, publisher of the Schachter Energy Report, discusses the launch of the report and the Catch the Energy Conference. He explains that the report provides in-depth analysis of energy companies, including quarterly reviews, issues of concern, and insider selling. The report also covers macro trends in the energy sector. Schachter highlights the importance of individual company analysis and the potential for high returns in the energy sector. He predicts a multi-year bull market in e...
Aug 27, 2024•40 min
RJ Burr, president and CEO of Panex (Panther Exploration Company), discusses his family's history in the oil business and the divisions of Panex. He shares how his family got involved in the oil industry and the decision to start the company. He also talks about the challenges and opportunities in the oil industry, the importance of oil in our lives, and the future of the industry. Panex has made 23 property acquisitions since the market crash in 2020 and currently controls over 100 million barr...
Aug 07, 2024•44 min
Dr. Anas Alhajji, Managing Partner at Energy Outlook Advisors, discusses various topics related to the oil market and energy industry. He provides insights into the driving forces and prognosis for the oil market, highlighting factors such as geopolitical tensions and the impact of voluntary cuts by OPEC Plus. Dr. Alhajji also discusses the Houthi rebels and their impact on the Gulf of Aden, as well as the significance of the Red Sea for oil trade. He shares his views on the equities market, non...
Mar 08, 2024•37 min
In this episode we step away from the energy industry's market dynamics and get a better glimpse of a niche part of the oil sector. Tony's guest today is Dirk Heseman. Dirk is a Well Plug and Abandonment Engineer currently working in the oil fields of Asia Pacific. In this conversation, we get a glimpse into the business of closing and plugging off-shore oil wells. The engineering of this endeavour is both calculated and simplistic by many means. But with a push to clamp down on the fossil fuel ...
Nov 27, 2023•26 min
In this episode of OGU, Tony reconnects with Rory Johnston of Commodity Context to talk about some of the bigger headlines out of the oil sector the past few weeks. Not only has the Biden Administration reconnected with Venezuela to tap their crude supply, but the sector has also seen a pair of major merger and acquisition deals hit the market. This is all taking place with is a large supply-side tightness in the energy space. Rory shares his thoughts and analysis of these major headlines....
Oct 27, 2023•43 min
Tony connects with Robert Mullin, General Partner at Marathon Resource Advisor. The two discuss the escalations in the Middle East and their potential effects on the oil market. Robert also shares some thoughts on the intense moves in the crack spread and why the potential for an "echo boom" in the oil markets could present itself in the coming year.
Oct 16, 2023•30 min
Robert Meyer is a seasoned energy trader with LPS Capital. Through his experience in the sector, he's see the high and the lows of the oil markets. With the recent big moves in the price of a barrel of oil, Rob provides some insights into where the opportunities currently live. He also adds some thoughts on supply which listeners may find concerning.
Sep 29, 2023•30 min
Tony connects with his old friend, Doomberg, in this latest episode of OGU. TG and Doomberg hash out the recent outperformance of the oil market compared to the general markets this week. What the two see is a line of resistance coming up in oil, but a move past that would have the central banks concerned about another rise in inflation. The two talk about the SPR head fake and how inflationary forces could be coming back with the help of the energy market.
Jul 28, 2023•27 min
Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite different from that of Tony. The discussion first focuses on upside potential of oil/gas equities weighted to the S&P currently and where the upside potential of that ratio can go when/if value becomes a norm. Judd talks about off shore energy production in...
May 22, 2023•45 min
Tony's guest today is Josh Young, Chief Investment Officer and Founder of Bison Interests. Josh has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. The two spend quite a bit of time in this conversation talking about the early stages of what, they believe, is a bull market in fossil fuel energy. Josh highlights a number of demand-side data and also shares his thoughts on why he is of little concern regarding oil trade sett...
Apr 14, 2023•38 min
In our second episode of Oil Ground Up, host Tony Greer joins a life-long friend in Dave Williams. Dave's career has spanned the energy sector, including a previous career in environmental services which then turned into a career in a smaller, independent oil company. Dave and Tony talk about the current price in oil and what it means for all sorts of companies. Dave also discusses why the major oil producers need smaller, independent firms and why often times a smaller nimble producers are in a...
Mar 03, 2023•42 min
Welcome to the first full episode of Oil Ground Up with Tony Greer. In this episode, TG welcomes in Rory Johnston of Commodity Context for a deep dive into a new year of oil markets and trading. Rory and TG discuss the crazy volatility in the 2022 market and why 2023 might see similar volatility but for different reasons. The narrative moves from the refiners to production. TG and Rory also spend a lot of time discussing the politicized SPR depletion and the circumstances of which the administra...
Jan 19, 2023•1 hr 1 min•Season 1Ep. 1
Today Clear Commodity Network launches a new podcast series on the global oil and gas markets. "The Oil Ground Up" is hosted by TG Macro Founder and The Morning Navigator financial newsletter author, Tony Greer. Tony founded TG Macro in August of 2016 to create an independent research firm where he could combine 25 years in trading and 15 years writing a daily newsletter into one analytical platform. The Oil Ground Up podcast is Tony's way of expanding his insights into the global energy markets...
Dec 15, 2022•8 min
