In this episode of the Oil Ground Up podcast, Ian Wagner sits in for Tony Greer and interviews Steve Sinos, managing partner at Blue Lacy Advisors, about the intricacies of risk management in the energy sector. They discuss the importance of understanding commodity risk, the dynamics of oil and crude tariffs, insights into the LNG market, and the volatility of WTI prices. Sinos emphasizes the need for a detailed analysis of market drivers and the significance of being proactive in risk management strategies. The conversation also touches on future catalysts that could impact the energy landscape.

Tony Greer and Robert Connors delve into the current state of the energy markets, exploring the impact of political changes, trends in oil and natural gas prices, and the future of uranium and nuclear energy. Connors shares his insights on the importance of returns on capital in the energy sector and discusses the evolution of his business, Crude Chronicles, emphasizing the value of independent analysis in a rapidly changing market landscape. In this conversation, Robert Connors discusses the importance of building a long-term brand in the energy market, emphasizing the need for consistency in content creation. He explores the role of AI in data analysis and the future of electric vehicles, while also highlighting the refining sector as a promising area for investment. Connors shares insights on market cycles, explaining how energy markets move in waves and the significance of understanding these trends for successful investing.

In this episode of the Oil Ground Up podcast, Dan Romito shares his journey from NASDAQ to Pickering Energy Partners, discussing the challenges and opportunities within the energy sector. He emphasizes the importance of understanding ESG, the need for better representation of the energy industry, and the impact of political changes on energy policy. Romito also highlights the critical role of resource management, particularly water, in the future of energy production and economic competitiveness.

In this conversation, Dan Romito discusses the intricate relationship between the oil and gas industry and environmental stewardship, emphasizing that a flourishing oil and gas sector is essential for sustainable environmental practices. He critiques the oversimplification of energy sources, particularly the reliance on renewables like wind and solar, and highlights the significant land use and geopolitical implications of these technologies. The discussion also covers the potential of nuclear energy as a modern solution and the role of natural gas as a bridge fuel in achieving decarbonization goals. Romito stresses the importance of economic considerations in energy policy and the need for a more nuanced understanding of energy sources in the context of political dynamics.

In this episode of the Oil Ground Up podcast, Tony Greer interviews John Johnston, a veteran oil trader with nearly 50 years of experience. Johnston shares insights into his career, the evolution of oil trading, and the dynamics of the market. He discusses the strategies he employed, the impact of technology on trading, and the changing landscape of the oil market over the decades. The conversation highlights the challenges and excitement of trading in the oil pits, as well as the importance of risk management and adapting to new market conditions. In this conversation, the evolution of trading from traditional methods to algorithmic trading is explored, highlighting the challenges faced by individual traders in the current market landscape. The discussion then shifts to the current state of the oil market, analyzing trends, demand, and pricing dynamics. Finally, the conversation delves into the journey of transitioning to financial journalism, emphasizing the importance of clear communication and market insights in writing.

You can follow John's work via his Substack at https://jj745.substack.com/

Tony Greer and Josh Young of Bison Interests discuss the current state of the oil market, focusing on the downtrend in crude oil prices and the impact of geopolitical events. They analyze OPEC's strategies and the implications of political changes on energy policy, particularly with the potential return of the Trump administration.

The discussion also covers the future of oil services and the refining sector, highlighting the challenges and opportunities within these industries.

In this conversation, Josh and Tony delve into the complexities of oil valuation, geopolitical risks affecting supply, and the dynamics of small cap E&Ps. They discuss the bullish outlook for natural gas, the potential for price spikes in oil, and the overall market sentiment. The conversation highlights the mispricing of oil, the impact of geopolitical events, and the opportunities within the energy sector, particularly in natural gas and small cap EMPs.

In this episode of the Oil Ground Up Podcast, Tony Greer speaks with Brian Pieri, founder of energyrogue.com, about the current state of the energy market following the recent US Presidential election. They discuss market reactions, predictions for oil and natural gas, and insights into various sectors within the energy industry, including which sides of the sector might benefit most under a second Trump administration. Brian shares his experiences and the evolution of his company, Energy Rogue, while emphasizing the importance of data analysis in making informed trading decisions. The conversation concludes with thoughts on the future of energy and the role of technology in the sector.

Mark Rossano, founder and CEO of C6 Capital Holdings, shares his extensive background in the energy sector and provides insights into the current state of oil and gas markets. Mark and Tony discuss the dynamics of supply and demand, geopolitical influences, and the future of LNG and natural gas. Mark also shares some thoughts on where he is allocating capital within the energy space. He touches on the impact of political changes on the oil industry, the role of renewable energy, and investment strategies in the energy market. He concludes with thoughts on the resurgence of nuclear energy and the implications of AI on power demand.

Tony Greer and Mark LaCour of OGGN discuss their new partnership in the oil and gas podcasting space. They explore the growth of oil and gas podcasts, the impact of political changes on oil prices, and the future demand for energy, particularly in relation to technology and emerging industries like marijuana cultivation. The discussion highlights the importance of collaboration and sharing insights within the industry to provide valuable content to listeners.

Joseph Schachter, publisher of the Schachter Energy Report, discusses the launch of the report and the Catch the Energy Conference. He explains that the report provides in-depth analysis of energy companies, including quarterly reviews, issues of concern, and insider selling. The report also covers macro trends in the energy sector. Schachter highlights the importance of individual company analysis and the potential for high returns in the energy sector. He predicts a multi-year bull market in energy stocks and recommends specific companies to consider. He also discusses the upcoming webinar and encourages listeners to visit the Schachter Energy Report website for more information.

Oil Ground Up is now produced by both Clear Commodity Network and OGGN. We are thrilled to bring OGGN into the fold and look forward to working with the leading group of oil and energy content providers.