Arjun Murti

Super-Spiked Podcast

Business EN ↓ 110 episodes

Super-Spiked Podcast focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities arjunmurti.substack.com

Author

Arjun Murti

Episodes

Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025 18.01.2025 30:06

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. It’s been a great start to the year for the traditional energy and power sectors broadly speaking. This video will publish just two days before we have a...

Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance 14.12.2024 25:45

WATCH the video on Substack by clicking the play button above on YouTube ( here ). STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We follow up on our written post from last week, Reflections On The End of The Energy Transition Era ( here ), to talk about important lessons learned from w...

Super-Spiked Videopods (EP55): Bettering The Outlook for Energy 23.11.2024 28:39

WATCH the video on Substack by clicking the play button above on YouTube ( here ). STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We hope all of you that tune in or read Super-Spiked know that we try our hardest to be non-partisan and present views from what we refer to as an equity ana...

Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector 09.11.2024 28:54

This week we provide some initial thoughts on the U.S. election, the bulk of which was decisively declared on election night itself. We regularly emphasize that we aim to bring an equity research analyst’s mindset to evaluating the energy sector. That means we are simply trying to make the correct call on what we think will happen—not what we personally wish would happen or hope will happen. And w...

Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections 02.11.2024 26:15

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the GREY button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We recorded this video podcast with a little less than a week to go before the November 5 US electi...

Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth) 19.10.2024 20:18

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the GREY button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. Amidst the geopolitical and macro turmoil, we take a step back this week to turn back to how compan...

Super-Spiked Videopods (EP51): Copper, Crude, China, Normalization 05.10.2024 20:48

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the GREY button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week we continue the theme of normalization. The 2020-2023 period of “urgent energy transition...

Super-Spiked Videopods (EP50): Live from St Andrews: 50th VideoPod Special 21.09.2024 12:40

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the GREY button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. We are using the occasion of our 50th Super-Spiked video podcast to provide thoughts, lessons learned, and new perspectives gained from the first 49 videopods, 90 written posts...

Super-Spiked Videopods (EP49): 30 Years of Perpetual Transition: Geopolitics & Policy 24.08.2024 31:24

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the GREY button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week we provide the third installment of our August series on “30 Years of Perpetual Transitio...

Super-Spiked Videopods (EP48): 30 Years of Perpetual Transition: Sectors 17.08.2024 28:45

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the GREY button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week we continue our series of "30 Years of Perpetual Transition" with a focus on how various...

Super-Spiked Videopods (EP47): 30 Years of Perpetual Transition: Macro 10.08.2024 21:11

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. For the last month of summer, we are aiming to produce a series of hopefully short videos that high...

Super-Spiked Videopods (EP46): Finding Common Ground on Energy Policy Choices 03.08.2024 28:18

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. Our Super-Spiked post last week ( here ) asked the question of “Does the US President’s party matte...

Super-Spiked Videopods (EP45): Can You Trust The United Nations on Energy and Climate? 20.07.2024 32:06

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week we focus on the question “Can you trust the United Nations on energy and climate?” The qu...

Super-Spiked Videopods (EP44): American Energy Exceptionalism 29.06.2024 20:06

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week we honor America's upcoming 248th birthday on July 4th, when it declared independence fro...

Super-Spiked Videopods (EP43): Returns AND Growth With Long-Term Buybacks 15.06.2024 13:30

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We turn back to our favorite topic and that is profitability and the goal of generating superior lo...

Super-Spiked Videopods (EP42): Pushbacks and Random Thoughts 18.05.2024 17:36

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We are just back from 8 straight days on the road, so this is going to be a short video podcast tha...

Super-Spiked Videopods (EP41): Oil’s Peak Demand: Everyone Is Rich 04.05.2024 24:56

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We follow-up to last week’s post Obliterating Peak Oil Demand: A Progress Update ( here ). Our main...

Super-Spiked Videopods (EP40): CROCI Deep Dive Discussion 20.04.2024 25:32

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, 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 deep post ( here ) on cash return on gross capital invested (CROCI), wh...

Super-Spiked Videopods (EP39): The New Energy Transition Narratives 23.03.2024 25:27

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We spent this past week in Houston attending CERAWeek 2024. It was another great event; thank you a...

Super-Spiked Videopods (EP38): Pragmatizing The Energy Narrative 09.03.2024 35:00

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We focus on some of the big macro themes that have emerged from earnings season across the broader...

Super-Spiked Videopods (EP37): Goodbye Europe, Hello Rest of World 18.02.2024 29:07

Note: this is republication in order to upload the audio to Apple Podcasts and Spotify. WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We return t...

Super-Spiked Videopods (EP36): Pause: LNG Permits, Saudi Capacity, TSLA 03.02.2024 24:11

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We had intended to follow-up last weeks’ ROCE Deep Dive post ( here ) with examples of how to apply...

Super-Spiked Videopods (EP35): Growth, Returns, and Sub-Sector Themes 20.01.2024 23:19

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. Our first two written posts of 2024 focused on the Big Themes and Tactical Questions we see for the...

Super-Spiked Videopods (EP34): Phasing-In Profitable Growth: 2024 Preview 16.12.2023 19:32

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app. DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. In what is likely to be our final Super-Spiked for 2023, we provide a 2024 preview with the theme o...

Super-Spiked Videopods (EP33): Returns, Risk Taking, and Resetting Valuation Higher 18.11.2023 22:57

WATCH the video on YouTube by clicking the RED button above. LISTEN to audio only via the Substack player by clicking the BLUE button above. STREAM audio only on Apple Podcasts, Spotify, 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 “Reframing the growth versus returns trade-off deba...