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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
31 MARS

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 mars

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53 min
−6 D

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 […]

−6 d

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26 min
19 MARS

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 mars

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57 min
2024-02-21

Enhancing Safety and Environmental Monitoring with UAS Technology | Ep 274

This episode is sponsored by Ranch Office—Texas style co-working in Houston. Life is better at the Ranch. Fugitive emissions pose a huge problem for the Oil & Gas industry in Hazardous Substance Units creating unsafe human exposure and damage to the environment. Russell sits down with Hunter Bankston, CEO and Founder of ecko360 and Brad Arnett, CTO […]

2024-02-21

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24 min
25 MARS

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 mars

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25 min
13 MARS

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 mars

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1 tim 4 min
29 JAN.

The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse

In this episode of the Oil Groundup Podcast, host Rory Johnston welcomes Ronald Smith, a consultant with 25 years of experience analyzing the Russian oil and gas sector. The discussion delves into why Russia’s industry is far more complex than other OPEC+ members due to its vast refining sector and extensive pipeline networks that crisscross continental Asia. Smith explains the geographic evolution of production, highlighting West Siberia as the current "anchor" while exploring the future potential of Arctic and East Siberian greenfields. Listeners will learn about the immense logistical hurdles of operating in the world's largest swamp and the technological shift toward horizontal drilling and multi-stage fracking in deeper, tighter horizons. The conversation also uncovers how Russia’s tax regime and ruble devaluation serve as unique economic buffers, allowing production to remain resilient despite international sanctions and price caps. Finally, Smith provides a forward-looking assessment of Russia’s commitment to OPEC+ and the strategic importance of the massive Vostok Oil project in maintaining future global supply. Ronald's Substack can be found HERE

29 jan.

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1 tim 7 min
20 FEB.

The Outlook for Canadian Oil Production with Josef Schachter

In this conversation, Josef Schachter discusses the current state of the oil market, emphasizing the ongoing energy super cycle and the challenges faced by both US and Canadian oil production. He highlights the limitations of OPEC in increasing production and the implications for global oil prices. Schachter also addresses the infrastructure challenges in Canada, the importance of refining margins, and the potential for investment in the sector as foreign companies return. The discussion concludes with an overview of the risks to the bullish outlook for oil prices and the future of the energy sector.

20 feb.

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59 min
22 JAN.

Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil

This episode explores the extraordinary start to 2026 following the capture of Nicolás Maduro by US forces and his subsequent transport to stand trial in New York. Host Rory Johnston is joined, once again, by Francisco Monaldi of Rice University’s Baker Institute to analyze the new "remote control" era of Venezuelan governance. The discussion details the installation of Delcy Rodríguez as interim president and her complex role as a pragmatist navigating the revolution’s survival under intense US pressure. Listeners will gain insights into the immediate market impact of 30 to 50 million barrels of stored oil being rerouted from the Chinese black market to the U.S. Gulf Coast. The conversation also examines the long-term challenges of rebuilding an industry that requires up to $100 billion and a decade of stability to reach its former peak production. Monaldi breaks down the legal and operational shifts necessary for American "wildcatters" and majors like Chevron to safely ramp up activity within the country’s dilapidated infrastructure. Finally, the episode reflects on a "new market order" where geopolitical vibes and discretionary policy decisions increasingly dictate global crude flows.

22 jan.

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1 tim 2 min

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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

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 | April 3 2026 | Ep 399

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

Enhancing Safety and Environmental Monitoring with UAS Technology | Ep 274

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

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

The Ruble Fortress: Why Russia’s Oil Sector Thrives While the West Predicts Collapse

The Outlook for Canadian Oil Production with Josef Schachter

Venezuela Under Remote Control: The Capture of Maduro and the Future of Global Oil

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