Super-Spiked

Power Surge! The Third Energy Super-Cycle Of Our Lifetime

Power Surge!

Nov 1 • 

Arjun Murti

26

23

October 2025

Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!

Navigating The Energy Macro

Oct 25 • 

Arjun Murti

9

8:39

Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World

Watch now | Sustainability

Oct 18 • 

Arjun Murti

7

2

33:52

Super-Spiked Videopods (EP80): Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase

Navigating The Energy Macro

Oct 11 • 

Arjun Murti

9

12:42

FAQ On Traditional Energy Being in Bottoming Phase of 2+ Year Mini-Downcycle

Navigating The Energy Macro

Oct 4 • 

Arjun Murti

24

22

September 2025

Super-Spiked Videopods (EP79): Traditional Energy Profitability: Closer To Trough Than Peak

Navigating The Energy Macro

Sep 27 • 

Arjun Murti

9

6

36:43

Super-Spiked Videopods (EP78): Long-Takes From The Road: Policy Shifts, Non-Glutted Oil Markets, and Turning The Tide

Navigating The Energy Macro

Sep 20 • 

Arjun Murti

14

2

7:36

Super-Spiked Videopods (EP77): The Misunderstood Unwind of OPEC Quota Cuts

Navigating The Energy Macro

Sep 13 • 

Arjun Murti

11

14

29:17

Pushing Back on Anti-Oil & Gas Macro Biases In Shorter-Term Analyses

Obliterating Peak Oil & Gas Demand

Sep 6 • 

Arjun Murti

37

13

August 2025

Super-Spiked Videopods (EP76): Are Underlying Oil Balances Less Bearish Than Feared?

Navigating The Energy Macro

Aug 23 • 

Arjun Murti

12

5

14:01

Super-Spiked Videopods (EP75): Obliterating Mainstream Macro Narratives: Natural Gas

Watch now | Obliterating Peak Oil Demand

Aug 16 • 

Arjun Murti

13

5

25:00

Super-Spiked Videopods (EP74): What’s In. What’s Out. A Check-In on Big Themes for 2025

Navigating The Energy Macro

Aug 9 • 

Arjun Murti

11

2

31:15