# Oil Ground Up Page: https://stenobird.com/podcast/oil-ground-up-5975771 Text version: https://stenobird.com/podcast/oil-ground-up-5975771.md RSS feed: https://anchor.fm/s/be62e120/podcast/rss Official site: https://podcasters.spotify.com/pod/show/oilgroundup Author: Oil Ground Up Episodes: 62 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/oil-ground-up-5975771 Markdown: https://stenobird.com/podcast/oil-ground-up-5975771.md ## Episodes - [How Iran Weaponized the World’s Most Important Oil Chokepoint](https://stenobird.com/podcast/oil-ground-up-5975771/how-iran-weaponized-the-world-s-most-important-oil-chokepoint) — 2026-05-22T04:15:42+00:00 - [Energy Stocks Are Still Cheap? Eric Nuttall Explains the Opportunity](https://stenobird.com/podcast/oil-ground-up-5975771/energy-stocks-are-still-cheap-eric-nuttall-explains-the-opportunity) — 2026-05-07T12:07:03+00:00 - [Tracking Tankers Through Chaos: Shadow Fleets, Blockades, and the New Oil War](https://stenobird.com/podcast/oil-ground-up-5975771/tracking-tankers-through-chaos-shadow-fleets-blockades-and-the-new-oil-war) — 2026-04-29T22:46:52+00:00 - [Amena Bakr on the Market Blindness to the 13 Million Barrel Shock](https://stenobird.com/podcast/oil-ground-up-5975771/amena-bakr-on-the-market-blindness-to-the-13-million-barrel-shock) — 2026-04-24T15:14:55+00:00 - [Paper vs Physical: Inside Oil’s $30 Backwardation Shock with Veteran Trader Adi Imsirovic](https://stenobird.com/podcast/oil-ground-up-5975771/paper-vs-physical-inside-oil-s-30-backwardation-shock-with-veteran-trader-adi-imsirovic) — 2026-04-17T12:16:07+00:00 - [Record Backwardation: Understanding the Economic Return of USO in the Midst of a Global Supply Loss](https://stenobird.com/podcast/oil-ground-up-5975771/record-backwardation-understanding-the-economic-return-of-uso-in-the-midst-of-a-global-supply-loss) — 2026-04-09T21:07:00+00:00 - [Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand](https://stenobird.com/podcast/oil-ground-up-5975771/brutal-barrel-math-the-destruction-of-10-million-barrels-a-day-demand) — 2026-04-02T22:04:17+00:00 - [An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut?](https://stenobird.com/podcast/oil-ground-up-5975771/an-end-to-the-carter-doctrine-what-it-would-mean-if-us-left-the-war-while-the-strait-is-still-shut) — 2026-03-31T18:03:32+00:00 - [Why There is No Off-Ramp for Trump’s Gulf War](https://stenobird.com/podcast/oil-ground-up-5975771/why-there-is-no-off-ramp-for-trump-s-gulf-war) — 2026-03-19T22:19:34+00:00 - [View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown](https://stenobird.com/podcast/oil-ground-up-5975771/view-from-the-gulf-nader-itayim-on-iran-s-existential-war-and-the-8-million-barrel-shutdown) — 2026-03-13T01:09:25+00:00 - [From Economic to Kinetic Statecraft: Enforcing US Oil Sanctions](https://stenobird.com/podcast/oil-ground-up-5975771/from-economic-to-kinetic-statecraft-enforcing-us-oil-sanctions) — 2026-02-27T19:05:12+00:00 - [The Outlook for Canadian Oil Production with Josef Schachter](https://stenobird.com/podcast/oil-ground-up-5975771/the-outlook-for-canadian-oil-production-with-josef-schachter) — 2026-02-20T20:15:12+00:00 - [The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse](https://stenobird.com/podcast/oil-ground-up-5975771/the-ruble-fortress-why-russia-s-oil-sector-thrives-while-the-west-predicts-collapse) — 2026-01-29T19:00:34+00:00 - [Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil](https://stenobird.com/podcast/oil-ground-up-5975771/venezuela-under-remote-control-the-capture-of-maduro-and-the-future-of-global-oil) — 2026-01-22T14:25:33+00:00 - [Inside the High-Stakes World of Wireline and Modern Fracking](https://stenobird.com/podcast/oil-ground-up-5975771/inside-the-high-stakes-world-of-wireline-and-modern-fracking) — 2025-12-19T20:17:14+00:00 - [From Super Major to Super Surplus: Parsing Chaos in the Oil Market with Doug Terreson](https://stenobird.com/podcast/oil-ground-up-5975771/from-super-major-to-super-surplus-parsing-chaos-in-the-oil-market-with-doug-terreson) — 2025-12-12T19:40:07+00:00 - [What's at Stake with Venezuela's Oil Industry as US Military Activities Escalate](https://stenobird.com/podcast/oil-ground-up-5975771/what-s-at-stake-with-venezuela-s-oil-industry-as-us-military-activities-escalate) — 2025-11-13T15:05:20+00:00 - [The Future of Canada's Oil Sands: Production, Pipelines and Policy](https://stenobird.com/podcast/oil-ground-up-5975771/the-future-of-canada-s-oil-sands-production-pipelines-and-policy) — 2025-11-07T18:01:15+00:00 - [SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle](https://stenobird.com/podcast/oil-ground-up-5975771/superspiked-arjun-murti-on-why-super-volatility-replaced-the-super-cycle) — 2025-10-24T17:53:38+00:00 - [The DOPE Cycle: Doubt, Optimism, and Oil Market History](https://stenobird.com/podcast/oil-ground-up-5975771/the-dope-cycle-doubt-optimism-and-oil-market-history) — 2025-10-11T14:19:10+00:00 - [Oil Arbitrage 101: How Price Signals Move Barrels Around the Globe](https://stenobird.com/podcast/oil-ground-up-5975771/oil-arbitrage-101-how-price-signals-move-barrels-around-the-globe) — 2025-09-26T17:35:04+00:00 - [Unpacking Oil's Virtual Barrel and How 'Fast Money' Drives Oil Prices](https://stenobird.com/podcast/oil-ground-up-5975771/unpacking-oil-s-virtual-barrel-and-how-fast-money-drives-oil-prices) — 2025-09-17T22:00:14+00:00 - [Energy Risk Unpacked with Steve Sinos: Hedging Energy's Volatility](https://stenobird.com/podcast/oil-ground-up-5975771/energy-risk-unpacked-with-steve-sinos-hedging-energy-s-volatility) — 2025-09-12T21:48:21+00:00 - [The Policy Price Tag: Inside the Uneconomic World of Renewable Diesel](https://stenobird.com/podcast/oil-ground-up-5975771/the-policy-price-tag-inside-the-uneconomic-world-of-renewable-diesel) — 2025-09-03T14:09:40+00:00 - [Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability](https://stenobird.com/podcast/oil-ground-up-5975771/price-sensitivities-in-us-shale-and-breakeven-metrics-brandon-myers-on-forecasted-stability) — 2025-08-27T20:24:05+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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