Oil Ground Up
Oil Ground Up
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.
Episodes
Mentioned books
Jan 19, 2023 • 1h 1min
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 administration will look to increase the stockpile.
Rory is a data-first, visualization-forward commodity market researcher specializing in the oil & gas industry. His newsletter can be found at https://www.commoditycontext.com/
Dec 15, 2022 • 8min
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. Listeners will take a glimpse into the ecosystem of oil and gas, one which expands beyond the price movements of the resource, and into the everyday lives of the consumer.
Today, we begin the journey.
