Super-Spiked
Super-Spiked Podcast
Super-Spiked Videopods (EP42): Pushbacks and Random Thoughts
11
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Super-Spiked Videopods (EP42): Pushbacks and Random Thoughts

Navigating The Energy Crisis Era
11

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2024 05 18 Pushbacks And Random Thoughts
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We are just back from 8 straight days on the road, so this is going to be a short video podcast that touches upon three themes: (1) pushback on our view that the total addressable market (TAM) for oil is at least double current demand; (2) perspectives on the NVIDIA-like move in merchant power generator equities; and (3) a preview of what's next for the now controversial term "energy transition"? Next weekend we will be enjoying the long Memorial Day holiday, with Super-Spiked returning the first Saturday in June. Enjoy!


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⚖️Disclaimer

I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.


📜 Credits

  • Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.

  • This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.

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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.