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Oil Ground Up

Oil Ground Up•podcasters.spotify.com
Business
Investing
Rory Johnston navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.
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Episodes

"You Cannot Out-Policy Physics" - Dave Williams on Oil and Gas Amidst an Energy Transition

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

Kinky Contango in the 2023 Oil Markets

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

Introducing The Oil Ground Up with Tony Greer

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
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