Super-Spiked Podcast

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. We have just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector. As someone who has spent his career on th...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We are going to go back to the future this week to discuss the seemingly verboten topic of “sustainability.” Believe it or not, it is ac...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. We are in the midst of another heavy travel stretch so it’s going to be a short video this week. Three quick topics this week: (1) Takeaways from the recent energy outlooks that have been published? (2) Contrarian...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. For the past month or so we have been pushing back on the “oil glut” narrative and the pervasive oil gloom that has existed really since...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. We have started a heavy Fall travel schedule, with our annual talk at the Oxford Energy Seminar last week and a corporate event in the Rocky Mountains this past week. We wanted to provide a trio of “long-takes” th...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. As all of you that have been watching our video podcasts or reading our posts over the years by now surely know, our focus at Super-Spiked and at Veriten has been on the long-term outlook for the energy sector, no...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. We have a bonus Super-Spiked video podcast on a week we were not expecting to publish due to a college drop off. But last weekend we couldn’t resist digging into trying to understand why crude oil prices have been...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week we extend our “Obliterating Peak Oil Demand” series to take on other mainstream macro narratives with a focus on natural gas....

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. Last week we did a check-in on how the answers to the tactical questions for 2025 we posed back in January were faring ( here ). This week we go through our Big Themes for 2025 which we had also highlighted back i...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. This week we check-in on how our “Top 10 Tactical Questions for 2025” published on January 25, 2025 ( here ) are faring. MACRO ORIENTED (1) Will energy’s S&P weighting increase in 2025? Original answer: Yes. Mid-y...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. Last week we published a written post that took a fresh look at a long standing theme of ours “obliterating peak oil demand” ( here ). W...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We hope everyone enjoyed a great 4th of July holiday. This week we will start to flush out a new theme of ours, what we are calling “som...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. Ahead of what will be a holiday week off to celebrate America’s Birthday, we have five thoughts we wanted to share this week around key themes, research ideas, and some what ifs that we are thinking about: (1) Wha...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. This week we provide "long takes" on the outbreak of hostilities between Israel and Iran. Long takes are our attempt to provide perspective on the long-term implications--as opposed to "hot takes"--of current even...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. This week we wanted to address two questions that have come up from our recent posts and videos. The first on why are we not more pound-the-table bullish on crude oil after noting how inexpensive it is versus a bu...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. This week we will have some fun with Bloomberg charts as it relates to the crude oil macro. We noted in our The Good, The Bad, and The Misunderstood Amidst Major Macro Cross Currents written post from two weeks ag...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. We continue our series of “long takes” amidst the macro mess we are slogging through and wanted to hit upon a couple of observations coming out of a surprisingly interesting quarterly earnings season that we think...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. We wanted to follow up on the Special Edition episode of this week’s Close of Business Tuesday video podcast where we interviewed Mark Lashier, the CEO of Phillips 66. P66 is in the midst of a proxy battle with El...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. We will start with an apology to those of you that prefer the written notes but with the Super Vol nature of this tariff trade war and the dramatic market moves, we are going to do another short video. We tried ou...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. We had intended to publish a written note this week that we thought had some interesting analysis on energy sub-sector profitability over what we consider to be the 2021-2024 mini-cycle. But President Trump’s Apri...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week's video is a follow up to last week's written post titled "What Does Energy Pragmatism Mean for Climate & Sustainability" ( he...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. This past week we attended CERAWeek by S&P Global in Houston. Pragmatism, balance, and realism have been the themes uttered by just about every single speaker. Some have long been in this camp. Others are new. All...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We follow up on last week’s post that heralded The Rise of the Energy Pragmatism Era ( here ). No more inverting the hierarchy of needs...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. The firehose of news flow out of the new Trump administration since, and frankly preceding, his inauguration has not stopped. While US p...

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. As long-time Super-Spiked subscribers know, we are not about “hot takes” on the issue of the day. With that said, it’s been an incredibl...