Episode 17 of the Namibia Oil and Gas weekly news headline's podcast and while we are about to end the month of April, this week we look at Erongo Offshore Safety Conference – Industry Unites for Safety, Hyphen’s Green Hydrogen Skills Census Launches, ReconAfrica Preparing to Spud Prospect, Grand Gulf Energy Enters Namibia’s Walvis Basin, ReconAfri…

Tony Greer interviews Brian Rainsborough and Chris Sembritzky from Renaissance Energy Africa about their exciting oil exploration efforts in Namibia. They discuss the significance of drilling one of the largest onshore wells in history, the geological challenges and potential of the region, and the economic viability of their operations. The conver…

Episode 16 of the Namibia Oil and Gas weekly news headline's podcast and while we all wait for a well-deserved Easter break, this week we look at Hyphen Hydrogen Energy and the launch of their Local Content Roadshow along with the NIPDB and NCCI, Petrofund awards 13 scholarships to NIMT students, Galp’s Mopane oil discovery holds at least 875 milli…

In this episode of the Oil Ground Up podcast, Patrick De Haan, Lead Petroleum Analyst at GasBuddy, discusses his career journey and the role of GasBuddy in tracking gas prices. He delves into the impact of energy policies on oil prices, the dynamics of OPEC's production decisions, and the forecast for future gas prices. The conversation also covers…

Welcome to Episode 15 of the Namibia Oil and Gas weekly headline podcast. This week we meet the new acting MD of Namcor Namibia Mrs. Victoria Sibeya, Tower Resources Secures a £500,000 Bridge Loan and Namibia prepares for the International African Energy, Oil and Gas Summit (IAEOG). All this while TotalEnergies announce that their Venus project is …

Welcome to the end of March, a new Presidency and the 14th episode of the Namibia Oil and Gas podcast. This week started with the Namibia Oil and Gas sector moving in under the Office of the President as Her Honorable Dr Netumbo takes office. Argeo completes deepwater work for for Total Energies and Hyphen's Local Content Roadshow continues while R…

In Episode 13 of the Namibia Oil and Gas Podcast we touch on the Youth in Oil & Gas Summit 2025 that will take place in Walvis Bay Namibia, and Namibia hits a major milestone with HyIron’s Oshivela plant successfully producing its first green hydrogen. In other news Sintana Energy has announced that Woodside Energy will not be exercising its farm-i…

Welcome to Episode 12 of the Namibia Oil and Gas podcast looks at this week's headlines including Tower Resources Expands Offshore Holdings, T, Pancontinental spends US$5m on exploration in PEL 87 in the Orange Basin. We also discuss Hyphen Hydrogen Energy Powering Local Growth and Hyphen Hydrogen Energy’s Commitment to Local Skills Development If …

Josef Schachter, President of Schachter Energy Research Services, provides insights into the oil market and Canadian energy sector. He discusses the impact of US tariffs on Canadian oil, noting that the weakened Canadian dollar can offset some of the tariff's impact, and that the US Midwest relies on Canadian heavy crude due to quality issues with …

Welcome to Episode 11 of the Namibia Oil and Gas podcast and while we look at the week's top Oil and Gas right here in Namibia, we would also like to celebrate and acknowledge the incredible women in the oil and gas sector, in Namibia, and globally. Happy International Women's Day! In the news this week, another Oil & Gas Discovery for Galp, Galp’s…

Episode 10 of the Namibia Oil and Gas podcast looks at this week's headlines including Brazil’s Petrobras seeking African oil assets to boost reserves, Rhino Resources completing the drilling of its first exploration well on PEL 85, and NAMCOR announcing the successful drilling of Sagittarius-1X. We also discuss Galp’s significant N$7.2 billion inv…

Valentine's Day around the globe and episode 9 of the Namibia Oil and Gas podcast looks at this week's headlines including the expansion of Supernova Metals in the Orange Basin, Chevron acquiring an 80% operating interest in PEL 82 with Custos Energy, optimism remains around especially the Orange Basin and capacity building gets a boost from Petrof…

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 v…

In Episode 8 and well into February we see ReconAfrica selling a stake of PEL 73 to BW Energy, Future Energies Services appoints a new GM and Africa Oil Corporation through Impact Oil and Gas announces continued analysis. TotalEnergies starts exploration of its next oil prospect while revising the timeline for their investment decision. Along with …

Welcome to Episode 7 of the Namibia Oil and Gas podcast. It's the end of January and NAMPOA welcomes it's new board, while ReconAfrica again makes news, Petrofund launches fully funded TVET scholarships for the 2025 academic year, and South Korea’s Hanwha Ocean emerges as possible FPSO partner. Global Petroleum stays in the headlines, along with BW…

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 C…

In Episode 6, Global Petroleum again makes headlines, Galp continue making significant strides with the Saipem Santorini drillship, we explore Chevron’s announcement that its Kapana 1X well in the Orange Basin did not yield commercial hydrocarbon reserves, while Shell disclosed a $400 million write-down after deeming an offshore discovery commercia…

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…

The end of 2024 sees Episode 5 of the Namibia Oil and Gas Podcast where we look at the headlines that made the week that was, including Rhino Resources who spud the Sagittarius 1-X Well in the Orange Basin, the country of Namibia securing a stake in Hyphen Hydrogen Energy. Azule Energy makes news again as does TotalEnergies who extended their drill…

Episode 4 of the Namibia Oil and Gas Podcast focuses on the continued progress made in Namibia's Orange Basin through Sintana Energy and their partners' second exploration campaign, Azule Energy securing a larger stake in PEL 85, as well as Galp Energy's drilling activities alongside Namcor and Custos Energy. Through an agreement with Harmattan Ene…

With the third episode of the Namibia Oil and Gas Podcast, we share the progress 88 Energy has made in their exploration work on PEL 93 in the Owambo Basin, Eco Atlantic indicates that they are in discussion with potential partners in their exploration programmes, while Namibia’s President-elect Netumbo Nandi-Ndaitwah says that foreign investment i…

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 o…

In the second episode of our Namibia Oil and Gas Podcast we look at the week's headlines, and while the media cycle was mostly dealing with Namibia's General Election, we touch on Namibia's National Upstream Local Content Policy that was approved by Cabinet, a monumental development for the industry and players. Africa Oil welcomes the Noble Ventur…

In this first episode of our Namibia Oil and Gas Podcast we look at the weeks' headlines including the news that Galp, working with its partners NAMCOR and Custos, has uncovered light oil and gas-condensate in Namibia’s Orange Basin. Africa Oil's stake in Impact Oil and Gas solidifies the company’s position in Namibia’s upstream sector and opens do…

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 a…

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 si…

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 allocat…

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 t…

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 highl…

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 live…

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 …

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…

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. Thi…

Tony connects with Robert Mullin, General Partner at Marathon Resource Advisor. The two discuss the escalations in the Middle East and their potential effects on the oil market. Robert also shares some thoughts on the intense moves in the crack spread and why the potential for an "echo boom" in the oil markets could present itself in the coming yea…

Robert Meyer is a seasoned energy trader with LPS Capital. Through his experience in the sector, he's see the high and the lows of the oil markets. With the recent big moves in the price of a barrel of oil, Rob provides some insights into where the opportunities currently live. He also adds some thoughts on supply which listeners may find concernin…

Tony connects with his old friend, Doomberg, in this latest episode of OGU. TG and Doomberg hash out the recent outperformance of the oil market compared to the general markets this week. What the two see is a line of resistance coming up in oil, but a move past that would have the central banks concerned about another rise in inflation. The two ta…

Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite different from that of Tony. The discussion first focuses on upside potential of oil/gas equities weighted to t…

Tony's guest today is Josh Young, Chief Investment Officer and Founder of Bison Interests. Josh has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. The two spend quite a bit of time in this conversation talking about the early stages of what, they believe, is a bull market in…

In our second episode of Oil Ground Up, host Tony Greer joins a life-long friend in Dave Williams. Dave's career has spanned the energy sector, including a previous career in environmental services which then turned into a career in a smaller, independent oil company. Dave and Tony talk about the current price in oil and what it means for all sorts…

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 t…

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 wri…