Super-Spiked

Super-Spiked Videopods (EP70): Themes and Research Ideas for 2H2025

Underlying Oil Market Fundamentals Matter Far More Than Middle East Supply Disruptions Over The Long Run

Super-Spiked Videopods (EP69): Long Takes on Israel-Iran

Super-Spiked Videopods (EP68): FAQs: Wishy-Washy Oil Commentary, Post-Shale Biz Model Opportunities

Super-Spiked Videopods (EP67): Lagging Oil and an Evolving Industry Structure

The Good, The Bad, and The Misunderstood Amidst Massive Macro Cross Currents

Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition

Super-Spiked Videopods (EP65): Self Versus External Activism

A Look At Traditional Energy Profitability Amidst A Trade War-Driven Macro Mess

Super-Spiked Videopods (EP64): Long-Takes On A Macro Mess, 1 Week Later

Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro

Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives