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.

RJ Burr, president and CEO of Panex (Panther Exploration Company), discusses his family's history in the oil business and the divisions of Panex. He shares how his family got involved in the oil industry and the decision to start the company. He also talks about the challenges and opportunities in the oil industry, the importance of oil in our lives, and the future of the industry. Panex has made 23 property acquisitions since the market crash in 2020 and currently controls over 100 million barrels of oil reserves. Panex is an oil and gas company that focuses on drilling and extracting oil from existing wells using a unique drilling process. They have successfully drilled and placed several wells into production, with a focus on acquiring reserves and expanding their operations. The company aims to become a major player in the American oil industry and is confident in the long-term value and demand for oil. They prioritize their partners and strive to provide a good return on investment while maintaining transparency and accountability.

Dr. Anas Alhajji, Managing Partner at Energy Outlook Advisors, discusses various topics related to the oil market and energy industry. He provides insights into the driving forces and prognosis for the oil market, highlighting factors such as geopolitical tensions and the impact of voluntary cuts by OPEC Plus. Dr. Alhajji also discusses the Houthi rebels and their impact on the Gulf of Aden, as well as the significance of the Red Sea for oil trade. He shares his views on the equities market, non-fossil fuel energy, and the trading of commodities in non-dollar currencies. The conversation concludes with a review of the European energy situation and the importance of understanding the macroeconomic factors influencing the industry.

You can follow Dr. Alhajji on X at @anasalhajji

His EOA newsletter for Energy Outlook Advisors can be found HERE

The Daily Energy Report can be found HERE

In this episode we step away from the energy industry's market dynamics and get a better glimpse of a niche part of the oil sector. Tony's guest today is Dirk Heseman. Dirk is a Well Plug and Abandonment Engineer currently working in the oil fields of Asia Pacific.

In this conversation, we get a glimpse into the business of closing and plugging off-shore oil wells. The engineering of this endeavour is both calculated and simplistic by many means. But with a push to clamp down on the fossil fuel energy, many of these wells will be removed from the production funnel. Does that mean a boom in services specific to abandonment?

In this episode of OGU, Tony reconnects with Rory Johnston of Commodity Context to talk about some of the bigger headlines out of the oil sector the past few weeks. Not only has the Biden Administration reconnected with Venezuela to tap their crude supply, but the sector has also seen a pair of major merger and acquisition deals hit the market. This is all taking place with is a large supply-side tightness in the energy space. Rory shares his thoughts and analysis of these major headlines.