Super-Spiked

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CERAWeek 2023 takeaways
12
Extending The Runway
35
Super-Spiked Videopods (EP22): Risk Taking in the Age of Transition-Driven AusterityWatch / Listen now | Navigating the Energy Crisis Era
10
Where Are We In The Energy Cycle
25

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Super-Spiked Videopods (EP21): Respect Your Elders: Lessons from King Coal for Oil & GasWatch / Listen now | Resilient Coal
13
Q&A and Clarifications
7
Resilient Coal
17
Extending the Runway, Part 2
19
Extending The Runway
24
Super-Spiked Videopods (EP20): Free money bubble stocks, EV hockey sticks, and oil demandListen now | 2023 Big Questions, Part 2
6
Super-Spiked Videopods (EP19): Diving in on 5 Big Questions for 2023, Part 1Listen now (18 min) | Understanding cyclical volatility vs structural trends in ROCE
4
Navigating the Energy Crisis Era
23
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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.
Navigating The Energy Crisis Era
Five Big Questions At The Start of 2023
Super-Spiked Videopods (EP18): Are We At Peak Energy? (Spoiler: Not even close)
Attracting Capital Back to Energy: Q&A and Clarifications
Where Are We in the Energy Cycle, A Framework (Spoiler: It's Early Days)
Metaverse Meets Universe: The Coming Return of Terminal Value to Traditional Energy
$XLE Resurrection: So Far, So Good…So What!
Super-Spiked Videopods (EP14): Virtuous and vicious cycles
Market corrections, Jimmy Carter, and energy in the 1970s
Crude Oil Commodity Markets 101
The Pursuit of Vikings: Embracing Oil Market Volatility
Market corrections, recession risk, and energy
Navigating The Energy Transition: Opportunity time for SMID-cap and private E&Ps
Sentiment Watch: The 3Rs - ROCE rebounding, Recovering S&P weight, Rescued assets
Super-Spiked Videopods (EP7): The New Energy Crisis Era
Resilient Coal
FAQ: Resilient Coal, Cost of Capital, and ESG 2.0
The Right and Wrong Lessons to Learn From Coal's Global Resilience
Will Oil (Equities) Go The Way of Coal (Equities)? Yes (No)
Corporate Strategy
Cost Curve Evolution, Diversification, Cost of Capital, and Avoiding Purgatory
What Would Lee Raymond Do (WWLRD)?
Will the grass be greener going private as a large-cap oil & gas company?
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
High cost of capital delaying growth CAPEX impulseROCE Deep Dive Post #5
20%+ ROCE in the 2020s for traditional energy leadersROCE Deep Dive Post #4
Identifying Early ROCE Signals Ahead of Major Cycle TurnsROCE Deep Dive Post #3
Dumb Calls I Made as a Street AnalystPost #1: OXY post the March 2000 Altura Energy acquisition
From Fake IRRs and Surplus Capital to ROCE and Capital DisciplineROCE Deep Dive Post #2
From Not for Profit to a New ROCE Super-CycleROCE Deep Dive Post #1
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
Geopolitics
"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
Bedlam in Belgium: Ill-advised energy transition policies increase geopolitical risks
Streams
Smarter Markets (2023-01-07)
No Bull Market Talk with George Noble (2022-12-05)
Lead-Lag Live Twitter Spaces (2022-10-28)
Wicked Energy with JG (2022-10-24)
Smarter Markets Podcast (2022-08-27)
Energy News Beat podcast (2022-08-11)

Super-Spiked

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