WATCH the video on YouTube by clicking the RED button above.
LISTEN to audio only via the Substack player by clicking the BLUE button above.
STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.
DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.
Our Super-Spiked post last week (here) asked the question of “Does the US President’s party matter to energy macro results?” Our over-arching conclusion is that the bark of presidential or party rhetoric is far worse than the bite. Energy is by nature a long-term business and mega trends around sources of supply, global economic growth, geopolitics, and capital spending cycles drive share price performance, crude oil and natural gas production, as well as CO2 emissions trends than does whichever party happens to be in power for a particular 4- or even 8-year period. The fact that these long-term trends dominate over-arching results—and we observed that there is a notable exception for particular projects that might impact specific companies, something like an approved or rejected oil or gas pipeline or perhaps a new energies subsidy—the long-term trends mean there is likely far more common ground among the major parties than there is disagreement. Yet all we hear about are the extremist edges of the debate. So in the spirt of peace, love, and unity, this week’s video will focus on where there is or should be common ground among Republicans, Democrats, and Independents here in the United States.
🔔 4 Ways to Subscribe
All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday.
Veriten: You can now also subscribe to Super-Spiked content via the Veriten website (here) and also receive Veriten’s flagship COBT video podcast.
YouTube channel for video only: You can subscribe directly to the video feed of
Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti.
Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos.
⚖️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.
Super-Spiked Videopods (EP46): Finding Common Ground on Energy Policy Choices