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Super-Spiked Podcast

1: Audio of "From Not-For-Profit to a New ROCE Super-Cycle"
Arjun Murti
Dec 08, 2021
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Please find my inaugural voice memo explainer of my December 7, 2021 post, From Not-For-Profit to a New ROCE Super-Cycle (link to full note below). I reference Exhibits 1, 2 and 6, which I have also copied below. Clicking the “play” button will take you to the weblink where you can listen. My apologies that at the time of publication, I am not yet set-up for this to appear in popular podcast apps.

Super-Spiked
From Not-For-Profit to a New ROCE Super-Cycle
I believe 2021 will mark the start of a new ROCE super-cycle era for traditional energy, reversing a 15-year downturn. Traditional energy was a not-for-profit sector generating a 0%—zero!—ROCE over 2016-2020; extending to 2011-2020 was not much better at a paltry 4%, not dissimilar from a muni bond portfolio. The end of the Super-Spike era and onset of t…
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2 years ago · 4 likes · 5 comments · Arjun Murti
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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.
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