Super-Spiked Podcast

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 post (here) that dove into our takeaways from recent Super Major M&A ac...

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 the long-term implications to the energy sector of the sharp rise in geopolitical turmo...

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 video this week is titled Profits Over Preaching as we look to bring together a number of recen...

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 stick with the video format to provide an update on “where are we in the cycle” for tr...

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 continues our now month-long series of analyzing the significant long-term growth...

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 part 1 (of at least 2) that will address the question of “is oil a sunset indu...

This week's video brings together our last two written posts that questioned the market's obsession with OPEC noise and short-term inventory changes, especially when contemplating the potential for an oil super-cycle. We observe that inventory movements drive the front-end of the curve, but do not offer insight on the long-term cycle. It is the long-end of the forward that gives the signal as to w...

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 provide a video update on our views of the appropriate role for oil & gas companies as...

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 provide a video update on our view about the need for "energy transition" as a concept...

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 present an update on "Where Are We In The Energy Cycle" with a focus on (1) sector pro...

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 Super-Spiked video podcast is a discussion on risk taking and future capital availabili...

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. A videopod that captures the last 3 written posts on Super-Spiked and what can be learned from the...

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 is part 2 of the videopod series that dives into my January 1, 2023 post, Five Big Questions...

A deep dive into question #1 of my “Five Big Questions At The Start of 2023”, which was how to think about ROCE volatility in the short-term versus the longer-term structural ROCE upcycle I believe is unfolding. A pdf of the slide deck used in the video can be downloaded from the link below and a link to last week’s written post follows. 🔔 3 Ways to Subscribe * All Content: If you subscribe to Su...

In this video I address the age-old question: “Are we at peak for traditional energy?” This is a question always asked after seemingly every rally irrespective of the broader backdrop: structural bull, structural bear, cyclical or seasonal rally. If you want to skip the 17 minute video, the short answer (SPOILER ALERT) is “No, I do not believe we are anywhere near the peak of the structural energy...

A discussion on attracting capital flows back to traditional energy, which I believe is critically needed if we are ever to move to a healthier energy evolution era from the messy energy transition quagmire we find ourselves in. Note: I have started publishing the Videopods on my YouTube channel the day before Super-Spiked is published given the need to copy the link from the YouTube feed into Sup...

A framework for investors and Oil & Gas companies in navigating the madness that is US/Canada/EU energy public policy and so-called “climate actions”. I also take a look at “anti-woke ESG” funds, which I don’t think is the answer to the issues with virtue-signaling ESG. 🔔 3 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and...

A follow-up on last week's post discussing former Exxon CEO Lee Raymond's unique approach to leadership and ensuring Exxon was a dominant S&P 500 leader during his tenure. What Would Lee Raymond Do in the messy energy transition era we currently are in? Click on the blue button above to hear the audio only in the Substack player or double click on the red button to watch the YouTube video version....

This week’s Super-Spiked Videopod examines the interplay between the various themes I have been highlighting in Super-Spiked and how they reinforce or counter-act one another, driving both virtuous and vicious cycles depending on one’s perspective and how the themes play out. For audio only, please click on the play button on the Substack player or listen on Apple Podcasts or Spotify (links below)...

This is the audio from my appearance on the Smarter Markets podcast published August 27, 2022. It was hosted by David Greely, a former Goldman Sachs colleague and current senior economic advisor at Abaxx Technologies. You can listen by pressing play in the Substack media player directly above or you can find the links to listen on Apple podcasts, Spotify, and on my YouTube channel (links below). T...

This week’s videopod was originally recorded on Twitter Spaces on August 7, 2022, where I joined #COM to discuss my outlook for Canadian energy. It is an audio only recording, but I have included the YouTube link in case you prefer it to the Substack player. Speakers (in order of appearance): * Sohaib Abbas@sohaibab9 * Arjun⚡️Murti @ArjunNMurti * Mark Skittle🇨🇦@BJamz2022 * Alberta, PhD (Poor/Poor...

⚖️ Disclaimer I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments...

⚖️ Disclaimer I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments...

Bank Proxy Statements and IEA Net Zero Report Please find below links to the referenced 2022 proxy statements for the banks mentioned in the videopod. Shareholder resolutions are toward the end of the proxies. * Bank of America: link to 2022 proxy * Citigroup: link to 2022 proxy * Goldman Sachs: link to 2022 proxy * JP Morgan: link to 2022 proxy * Wells Fargo: link to 2022 proxy All five proxies m...

A 9 minute live update and videopod from the Home of Golf and site of the 150th Open Championship in July. Nine points to match my handicap index to highlight some of the key takeaways from this trip and recent research. And on the handicap, I started playing golf when I stopped at Goldman in 2014. I am happy with the progress I have made. Back to energy, nine takeaways: * First, as an American, t...