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Super-Spiked
Super-Spiked is about the messy energy transition era and the clash of energy commodity & equity markets with climate policy, ESG initiatives, and geopolitics.
Geopolitics
Bedlam in Belgium: Ill-advised energy transition policies increase geopolitical risks
What The 50-Year Quest For US “Energy Independence” Can Teach Us About “Net Zero” Achievability
Super-Spiked Videopods (EP46): Finding Common Ground on Energy Policy Choices
Does The US President’s Party Impact Energy Macro Results?
Geopolitical and Environmental Implications of US Oil & Gas M&A
Disruption Countries Risk: A Navigable Macro Factor
"I'm from the government and I'm here to help"
A thriving Canadian oil & gas industry is critical to a less messy energy transition era
#FreeCanadianOil🇨🇦: Keep Russian oil in the ground instead
What does pariah state status imply for future Russia oil exports?
We need more good barrels and fewer bad barrels
Energy security and the case for Canada, part 1
Everyone Deserves To Be Energy Rich
Obliterating Peak Oil Demand
Q&A and Clarifications on Everyone on Earth Being Energy Rich
Super-Spiked Videopods (EP41): Oil’s Peak Demand: Everyone Is Rich
Obliterating Peak Oil Demand: A Progress Update
Lessons From Asia “Tigers”: Significant Oil Demand Growth Ahead For India and Africa
Obliterating Peak Oil Demand Fears As Energy Transition Realities Set In
Perpetual Transition
Energy Transition Needs To Transition
Super-Spiked Videopods (EP45): Can You Trust The United Nations on Energy and Climate?
Q&A and Clarifications On Fading “Energy Transition"
So long “energy transition,” hello meeting global power growth
The EV S-Curve Rorschach Test
Lessons from 2023: RIP "Fast Energy Transition" Narrative
Ding DONG: New Energy Growing Pains Rewards Transition Patience
The 1.4 Billion People Club Will Dominate The Outlook For Energy
Re-Centering “Energy Transition” To a Rest of World Focus
CERAWeek 2023 Takeaways: The Energy Transition Needs to Transition
Navigating The Energy Crisis Era
FAQ On Rising Middle East Turmoil and Energy Markets
Super-Spiked Videopods (EP51): Copper, Crude, China, Normalization
Spring Check-In On Growth And Returns
Ten Tactical Questions for Traditional Energy in 2024
The Mega Risks and Traditional Energy As A Hedge
Five Big Calls To Get Right Over The Next Ten Years
Oil Super-Cycles Are About Upward Pressure on Long-Dated Oil, Not Near-Term Inventory Movements
Volatility Not Vienna Redux: Ignore OPEC Noise Most of the Time
Crude Oil Commodity Markets 101
The Pursuit of Vikings: Embracing Oil Market Volatility
Super vol vs super cycle, a subtle but important mindset difference
Corporate Strategy
The G-Word (Growth) and Through-Cycle Outperformance
Earning The Right To Grow
Should I Stay Or Should I Go? E&P M&A Takeaways
Big Themes for 2024: Normalization, Differentiation, and Phasing-In Profitable Growth
Reframing the growth versus returns trade-off debate
Beautiful Big Oil: Takeaways From Super Major M&A
Revisiting the Role of Oil & Gas in Energy Transition
Zigging While Others Zag In A Super Vol World
Will The Grass Be Greener as a Private? A Focus on Smid-Cap Traditional Energy
What Would Lee Raymond Do (WWLRD)?
E&P M&A Q&A and Clarifications
E&P M&A Inevitability
Stop trying to get Blockbuster Video — i.e. Big Oil—to accelerate energy transition
ROCE Deep Dive
Diving Deeper Into CROCI, A Cash Returns Complement To ROCE
Profits Over Prices: A Returns-Based Normalized Framework for Evaluating Traditional Energy
Lessons From 2023: New ROCE Regime At Odds With Demands To "Transition"
High cost of capital delaying growth CAPEX impulse
ROCE Deep Dive Post #5
20%+ ROCE in the 2020s for traditional energy leaders
ROCE Deep Dive Post #4
Identifying Early ROCE Signals Ahead of Major Cycle Turns
ROCE Deep Dive Post #3
Dumb Calls I Made as a Street Analyst
Post #1: OXY post the March 2000 Altura Energy acquisition
From Fake IRRs and Surplus Capital to ROCE and Capital Discipline
ROCE Deep Dive Post #2
From Not for Profit to a New ROCE Super-Cycle
ROCE Deep Dive Post #1
Resilient Coal
ESG 2.0
Munich Re and Newton's 3rd Law
Sticks & Stones was wrong, words matter
Super-Spiked Videopods (EP9): Proxy Wars - Banks & Climate
Scope 3 is a Societal Cop-out
Energy Transition Resilience: Fortress balance sheet
Super-Spiked Videopods (EP2): ESG 2.0 & Energy Transition Framework
ESG 2.0: Substance, virtue signaling, profitability
Streams
Smarter Markets (2024-11-30)
Wicked Energy (2024-09-25)
Sprott Radio Podcast (2024-09-03)
Money of Mine (2024-08-16)
Twitter Spaces @chigrl (2024-08-07)
Smarter Markets (2024-07-20)
MacroVoices (2024-03-14)
Energy Thinks Podcast (2024-02-05)
Lykeion - Geopolitics of Commodities (2024-01-12)
Hold These Truths, Rep Dan Crenshaw (2023-07-22)
Climate One (2023-04-07)
Columbia Energy Exchange (2023-04-04)
