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2 APR

Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand

Karim Fawaz joins the Oil Ground Up podcast to analyze the relentless four-week closure of the Strait of Hormuz and its impact on global energy balances. The conversation explores why futures markets are "grievously underpricing" the current physical loss of 12 to 13 million barrels per day, a shock Fawaz describes as orders of magnitude more severe than any recent crisis. Unlike the managed demand destruction of the pandemic, this unmanaged supply loss forces a chaotic rebalancing that threatens to trigger a "global depressionary contraction" across the global South. The guests delve into the "Unilateral Taco" scenario, analyzing the potential collapse of the Carter Doctrine if President Trump chooses to withdraw U.S. security guarantees from the region. The discussion highlights the emergence of "Fortress North America," noting that the U.S. and Canada are uniquely positioned to weather the crisis through domestic production and flexible refining capacity. Ultimately, Fawaz warns that this is no longer just an intellectual exercise in balancing spreadsheets, but a human catastrophe with life-or-death consequences for millions.

2 apr

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58 min.
3 APR

Oil and Gas This Week | April 3 2026 | Ep 399

Sponsored by NavVis – Laser Scanning Solutions & Digital Twin Technology Zombie Tankers Appear in Hormuz as War Fuels Traffic Chaoshttps://oilprice.com/Latest-Energy-News/World-News/Zombie-Tankers-Appear-in-Hormuz-as-War-Fuels-Traffic-Chaos.html Chinese Oil Giants Rethink Iranian Crude After US Waiverhttps://oilprice.com/Latest-Energy-News/World-News/Chinese-Oil-Giants-Rethink-Iranian-Crude-After-US-Waiver.html Trump Reports ‘Productive Conversations’ with Iranhttps://www.rigzone.com/news/trump_reports_productive_conversations_with_iran-23-mar-2026-183273-article/ Fire Hits Oil Production at Major Libyan Fieldhttps://www.rigzone.com/news/fire_hits_oil_production_at_major_libyan_field-23-mar-2026-183267-article/ Australia Weighs LNG Windfall Taxhttps://www.rigzone.com/news/wire/australia_weighs_lng_windfall_tax-21-mar-2026-183263-article/ Texas Leads Nation in Oil, Gas […]

3 apr

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26 min.
31 MRT

An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut?

Gregory Brew of Eurasia Group joins Rory to discuss the potential collapse of the Carter Doctrine following a provocative social media post by President Trump regarding the security of the Persian Gulf. The discussion centers on the 1980 policy that committed the U.S. to using military force to protect the flow of oil, a guarantee that now appears to be evaporating as Trump signals an end to U.S. protection for global energy routes. With the Strait of Hormuz closed for over a month and oil prices soaring toward $200, the episode explores the "Unilateral Taco" scenario where Trump might abruptly end hostilities regardless of whether the waterway is reopened. Brew analyzes Iran's shift from a struggle for survival to a strategic effort to maximize gains and impose tolls, leveraging their functional control over the world's most critical maritime chokepoint. The conversation also breaks down the "hydraulic relationship" between energy prices and political pressure, specifically how Iran uses allies like the Houthis as a lever to keep prices high and force a U.S. de-escalation. Brew examines the precarious position of GCC nations and Israel, who face the risk of their territories becoming permanent "live fire zones" if the U.S. abandons its traditional security role. Finally, the episode questions what a post-war status quo looks like and whether the credibility of U.S. energy guarantees can ever be restored after such a fundamental shift in geopolitical priorities

31 mrt

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53 min.
25 MRT

Oil and Gas This Week | March 20 2026 | Ep 398

Sponsored by NavVis – Laser Scanning Solutions & Digital Twin Technology Mark and Paige record live from Shell’s HERO (Helping Employees Reach Out) annual cookout in New Orleans, Louisiana. Oil’s surge above $100 highlights inflation risks for global marketshttps://www.worldoil.com/news/2026/3/10/oil-s-surge-above-100-highlights-inflation-risks-for-global-markets/ U.S. Gives Rosneft’s German Refinery Network Open-Ended Sanctions Exemptionhttps://oilprice.com/Latest-Energy-News/World-News/US-Gives-Rosnefts-German-Refinery-Network-Open-Ended-Sanctions-Exemption.html Hormuz Crisis Sends Shockwaves Through Global Marketshttps://oilprice.com/Energy/Energy-General/Hormuz-Crisis-Sends-Shockwaves-Through-Global-Markets.html […]

25 mrt

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25 min.
19-07-2025

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 evolving role of the U.S. Strategic Petroleum Reserve (SPR). Discover why the SPR was established in the aftermath of the Arab oil embargo, how it has been managed through various administrations, and the pivotal changes it underwent during the 2022 oil price crisis under President Biden. Explore the political, legal, and physical constraints that shape this unique American energy security asset and its future under the Trump administration. Tune in for an insightful discussion on the SPR's impact on global oil markets and U.S. energy policy.

19-07-2025

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1 u 15 m
1 APR

Introducing OGGN’s Official PPE Provider | Ep 252

Russell sits down with Jada Powell, owner of Ignite Apparel, the new official provider of PPE for OGGN. This is an engaging conversation about PPE and premium workwear programs including branding and Jada’s consulting firm. Contact Jada Powell via LinkedIn: https://www.linkedin.com/in/jadapowell/Company Websites: https://ignite-apparel.com/https://igniteapparel.lpages.co/powell-consulting-group/ Brought to you on OGGN, the largest and most listened-to podcast network for the […]

1 apr

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26 min.
4 MRT

Digital Doers: The Path Forward – Live from NAPE Expo | Ep 114

Sponsored by Ericsson – Driving oil and gas forward with seamless connectivity. This conversation with Mark LaCour and new host Casey Thames was recorded live from NAPE Expo in Houston and explores the next chapter of Digital Doers. The discussion outlines the continued mission of the show, the evolution in hosting, and how Digital Doers […]

4 mrt

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7 min.
19 MRT

Why There is No Off-Ramp for Trump’s Gulf War

Matt Reed, Vice President at Foreign Reports, joins the Oil Ground Up Podcast to analyze the unprecedented and total closure of the Strait of Hormuz, a crisis that has now entered its third week with no clear off-ramp in sight. The conversation explores how a prolonged blockage represents more than a recessionary risk, threatening a "global depressionary event" that could fundamentally break energy markets and trigger double-digit contractions in regional economies. Reed breaks down the strategic impasse, noting that while the Trump administration seeks to degrade Iranian military capacity, Tehran is focused on regime survival by raising the global cost of intervention. The episode details a significant escalation in violence, highlighting recent Iranian strikes that targeted critical refineries in Kuwait and Saudi Arabia, as well as the destruction of Qatari LNG facilities. A major point of concern is the vulnerability of the East-West pipeline at Yanbu, demonstrating that even infrastructure designed to bypass the Strait is now within the reach of Iranian drones and missiles. The speakers address the "mystifying" price disconnect between Brent paper markets and the extreme physical scarcity reflected in $170 cash prices for Dubai crude and $200 jet fuel in Asia. In a surprising turn, the discussion touches on potential White House desperation, including rumors of seizing Iranian territory or offering sanctions relief to restore global supply. Finally, Reed concludes that the Strait remains a "shooting gallery" where commercial ships are ineligible for insurance, creating a crisis of lost time that could take years to repair.

19 mrt

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57 min.
13 MRT

View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown

Nader Itayim of Argus Media joins the Oil Ground Up podcast to analyze the unprecedented escalation of the direct conflict between Iran, Israel, and the United States and its devastating impact on global energy markets. The discussion explores how Iran has transitioned from decades of "proxy warfare" to what leadership now describes as an "existential war," abandoning its traditional "strategic patience" in favor of lashing out to create maximum economic chaos. Itayim details the severe physical disruptions to the market, revealing that nearly 8 million barrels per day have been shut in across Saudi Arabia, the UAE, Kuwait, and Iraq. A major focus is placed on the strategic maneuvers of Saudi Aramco, which is "sweating its assets" by utilizing the East-West pipeline to bypass the Strait of Hormuz and export crude through the port of Yanbu. Host Rory Johnston and Nader critique the Trump administration's lack of a clear endgame, highlighting the tension between military goals like "sinking the Navy" and the urgent need to prevent a full-scale global economic depression. The conversation delves provides insight into the fragmented leadership within Tehran, where various power centers like the IRGC may be operating independently to target regional refineries and critical infrastructure. But what does an end game to this conflict look like? Rory and Nader question whether the Gulf can ever return to being a "safe neighborhood" after such a profound display of regional instability.

13 mrt

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1 u 4 m
2 FEB

Oil and Gas This Week | January 2026 FFQA

Sponsored by Cognite – https://www.cognite.com/en/ogpodcast HPC Innovation Excellence Award Winners: OGGN YouTube https://www.youtube.com/@OfficialOGGN This Week in Petroleum History https://aoghs.org/this-week Brought to you on OGGN, the largest and most listened to podcast network for the oil and energy industry. Don’t forget to ask a question for our next First Friday Q&A. You ask the questions and we answer […]

2 feb

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26 min.

Oil and Gas This Week is the show for busy oil pros who want to quickly keep their finger on the pulse of the industry.

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Oil and Gas Global Network (OGGN) is the world's largest network of oil and gas podcasts. A host of more than 15 podcasts helps bring out the stories of the companies and people behind the Energy Industry. Since 2015, OGGN has become a platform for entrepreneurs and trailblazers to voice their opinions and share their stories. Through honest reporting and journalistic integrity, OGGN envisions to transform the world’s view of the Oil and Gas Industry. OGGN has earned appreciation and recognition from leading organizations in the industry and is considered a trendsetter for some of the most fun and meaningful conversations.

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Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand

Oil and Gas This Week | April 3 2026 | Ep 399

An End to the Carter Doctrine? - What it would Mean if US Left the War While the Strait is Still Shut?

Oil and Gas This Week | March 20 2026 | Ep 398

Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta

Introducing OGGN’s Official PPE Provider | Ep 252

Digital Doers: The Path Forward – Live from NAPE Expo | Ep 114

Why There is No Off-Ramp for Trump’s Gulf War

View from the Gulf: Nader Itayim on Iran’s "Existential War" and the 8 Million Barrel Shutdown

Oil and Gas This Week | January 2026 FFQA

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Tribalism—The End of Objective Facts or the Next Evolutionary Step? | Ep 50

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This week Mark Interviews Climatologist John R. Christy - Ep 39

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