Super-Spiked

Super-Spiked

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Obliterating Peak Oil Demand Fears As Energy Transition Realities Set In
 • Arjun Murti
44
Where Are We in the Energy Cycle, A Framework (Spoiler: It's Early Days)
 • Arjun Murti
48
So long “energy transition,” hello meeting global power growth
 • Arjun Murti
31
Obliterating Peak Oil Demand: A Progress Update
 • Arjun Murti
34
Lessons from 2023: RIP "Fast Energy Transition" Narrative
 • Arjun Murti
33
Beautiful Big Oil: Takeaways From Super Major M&A
 • Arjun Murti
20
The Good, The Bad, and The Misunderstood Amidst Massive Macro Cross Currents
Making Sense Of A Macro Mess
 • 
Arjun Murti
7
Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition
Corporate Strategy
 • 
Arjun Murti
5
20:36
Super-Spiked Videopods (EP65): Self Versus External Activism
Corporate Strategy
 • 
Arjun Murti
27:03
A Look At Traditional Energy Profitability Amidst A Trade War-Driven Macro Mess
Navigating The Energy Macro
 • 
Arjun Murti
5
Super-Spiked Videopods (EP64): Long-Takes On A Macro Mess, 1 Week Later
Navigating The Energy Macro
 • 
Arjun Murti
7
18:33
Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro
Navigating The Energy Macro
 • 
Arjun Murti
10
12:22
Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives
The Rise of the Energy Pragmatism Era
 • 
Arjun Murti
4
29:25
Super-Spiked
Super-Spiked
Super-Spiked 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
The Rise of The Energy Pragmatism Era
What Does “Energy Pragmatism” Mean for Climate & Sustainability?
The Rise of The Energy Pragmatism Era
Everyone Deserves To Be Energy Rich
Reflections on the End of The Energy Transition™ Era
Energy First: A Healthy Reprioritization of Our Priorities
Navigating The Energy Macro
The Good, The Bad, and The Misunderstood Amidst Massive Macro Cross Currents
A Look At Traditional Energy Profitability Amidst A Trade War-Driven Macro Mess
Top 10 Tactical Questions for 2025
Big Themes for 2025: Energy Scenario Normalization, Power Surge, Technology-Driven Growth
A Look Back at 2024 Tactical Questions
FAQ On Rising Middle East Turmoil and Energy Markets
AI & Energy.GPT
AI-Driven Convergence: Energy, Power, and Technology
Will AI Be Our Salvation Toward A Healthier Energy Evolution?
Corporate Strategy
The G-Word (Growth) and Through-Cycle Outperformance
Earning The Right To Grow
Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
Lessons Learned
Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance
ESG Zero
If ESG Reporting Disappeared, Would Most Investors Care?
Geopolitics & Policy
Super-Spiked Videopods (EP69): Long Takes on Israel-Iran
“Long Takes” On OPEC+, Russia-Ukraine, and Tariff Wars
Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
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
Perpetual Transition
FAQ on A Slowing China’s Impact on the Oil & Refining Macro
Next 10 Years of Perpetual Transition: China
30 Years of Perpetual Transition: Geopolitics & Policy
30 Years of Perpetual Transition: Sectors
30 Years of Perpetual Transition: Macro
Profitability Deep Dive
Super-Spiked Videopods (EP40): CROCI Deep Dive Discussion
Diving Deeper Into CROCI, A Cash Returns Complement To ROCE
Streams
Trevor Rose (2025-03-13)
Gulf Intellgence Half-Time Talk (2024-12-04)
Smarter Markets (2024-11-30)
Wicked Energy (2024-09-25)
Sprott Radio Podcast (2024-09-03)
Money of Mine (2024-08-16)
MacroVoices (2024-03-14)
Energy Thinks Podcast (2024-02-05)
© 2025 Arjun Murti
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