Super-Spiked
Super-Spiked Podcast
Super-Spiked Podcast
1×
0:00
-11:43

Super-Spiked Podcast

2: Audio of "ROCE Deep Dive #2, From Fake Well IRRs to ROCE"
Arjun Murti
Dec 15, 2021
Share

Please find episode 2 of the Super-Spiked Podcast. Super-Spiked Podcast is now available on Apple Podcasts, Spotify or your favorite podcast player app.

In episode 2, I focus on key highlights of the 2nd ROCE Deep Dive post, From Fake Well IRRs and Capital Surplus to ROCE and Capital Discipline.

Super-Spiked
From Fake IRRs and Surplus Capital to ROCE and Capital Discipline
In the second post of my ROCE Deep Dive series, I would like to address the legacy of poor shale oil profitability seen last decade during Shale 1.0 and what I expect to be a much brighter outlook looking forward with Shale 2.0. In a nutshell US-based oil-leveraged (“oily”) E&Ps are moving from a focus on over-stated well IRRs that drove a mis-placed g…
Read more
2 years ago · 6 comments · Arjun Murti

Share

Leave a comment

Exhibits referenced in this podcast

0 Comments
Super-Spiked
Super-Spiked Podcast
Super-Spiked Podcast takes aim at a messy energy transition era as energy & climate policies clash with markets and geopolitics.
Listen on
Substack App
RSS Feed
Appears in episode
Arjun Murti
Recent Episodes
Super-Spiked Videopods (EP41): Oil’s Peak Demand: Everyone Is Rich
 • Arjun Murti
Super-Spiked Videopods (EP40): CROCI Deep Dive Discussion
 • Arjun Murti
Super-Spiked Videopods (EP39): The New Energy Transition Narratives
 • Arjun Murti
Super-Spiked Videopods (EP38): Pragmatizing The Energy Narrative
 • Arjun Murti
Super-Spiked Videopods (EP37): Goodbye Europe, Hello Rest of World
 • Arjun Murti
Super-Spiked Videopods (EP36): Pause: LNG Permits, Saudi Capacity, TSLA
 • Arjun Murti
Super-Spiked Videopods (EP35): Growth, Returns, and Sub-Sector Themes
 • Arjun Murti
Super-Spiked Videopods (EP34): Phasing-In Profitable Growth: 2024 Preview
 • Arjun Murti