Super-Spiked Podcast

A 23 minute video that discusses how we have moved from what was a messy energy transition environment pre-Ukraine to a now full blow energy crisis era post Ukraine, catalyzed by Russia moving to pariah state status. US shale accounted for 70% of global oil supply growth last decade, but faces significant pressures to not grow as fast this coming decade from a combination of traditional investors...

A 4.5 minute intra-week videopod to highlight the notable rhetorical shift from various politicians and “climate only” types that are increasingly calling for more US shale and today, incredibly, more Canadian oil. We need more good barrels and fewer bad barrels. ⚖️ Disclaimer I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributab...

My apologies for all the background noise, but it was recorded live on location at 8th Wonder Brewery in Houston where the event was held. The intersection of crypto, bitcoin, and Web 3.0 with energy markets, both traditional and low-carbon, is a general topic area I am in the process of ramping up on. Toward that end, I attended the Digital Wildcatter's EMPOWER: Energizing Bitcoin conference at H...

Given fast moving developments due to the Russia-Ukraine conflict, I am departing from my normal weekend update routine to provide this short intra-week video macro commentary. For the foreseeable future, I will aim to provide more frequent interim updates, as needed, to go along with the regular weekend posts. For full video, double click on video play button below or use this link to watch on Yo...

For full video, double click on video play button below or use this link to watch on YouTube. For audio only, press the black play button above. 3 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website . I have been aiming to publish about once a week, usually on Saturday or Sunday. Ente...

Super-Spiked YouTube link (click the link to the left or double click on video below or audio only is above) You can subscribe directly to the audio only feed of the Super-Spiked Podcast on Apple Podcasts , Spotify or your favorite podcast player app. You can subscribe directly to the Super-Spiked by Arjun Murti video feed on my YouTube channel . Disclaimer I certify that these are my personal, st...

YouTube video Super-Spiked YouTube link (click this link to the left) Subscribe to Super-Spiked Videopods * Audio podcast: You can subscribe directly to the audio only feed of the Super-Spiked Podcast on Apple Podcasts , Spotify or your favorite podcast player app. * YouTube: You can subscribe directly to the video feed on my YouTube channel . Exhibits referenced in this episode ROCE Deep Dive Pos...

Please find episode 3 of the Super-Spiked Podcast, now available on Apple Podcasts , Spotify or your favorite podcast player app. In episode 3, I focus on highlights of the post, Dumb Calls I Made As A Street Analyst, Post #1: OXY post the March 2000 Altura Energy acquisition. Exhibits referenced in this podcast This is a public episode. If you would like to discuss this with other subscribers or...

Please find episode 2 of the Super-Spiked Podcast. Super-Spiked Podcast is now available on Apple Podcasts , Spotify or your favorite podcast player app. In episode 2, I focus on key highlights of the 2nd ROCE Deep Dive post, From Fake Well IRRs and Capital Surplus to ROCE and Capital Discipline . Exhibits referenced in this podcast This is a public episode. If you would like to discuss this with...

Please find my inaugural voice memo explainer of my December 7, 2021 post, From Not-For-Profit to a New ROCE Super-Cycle (link to full note below). I reference Exhibits 1, 2 and 6, which I have also copied below. Clicking the “play” button will take you to the weblink where you can listen. My apologies that at the time of publication, I am not yet set-up for this to appear in popular podcast apps....