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It’s been a great start to the year for the traditional energy and power sectors broadly speaking. This video will publish just two days before we have a new administration here in the U.S. And as we highlighted in our last few Super-Spiked’s from December as well as the “Big Themes for 2025” outlook post from last week (here), we feel considerable optimism that the narratives and perspectives about energy are becoming more pragmatic and sensible after a pretty rough stretch over 2021-2024 where a very narrow definition of “The Energy Transition” unfortunately dominated energy mindspace. Our confidence that that era decisively came to a close in 2024was on a full display in what was a remarkably civil and mostly thoughtful confirmation hearing for Chris Wright, president-elect Trump’s nominee to be energy secretary, conducted by the U.S. Senate Committee on Energy and Natural Resources. In this video we hope to further expand on our key themes for 2025 through the lens of some of the pushbacks or key questions we have been fielding.
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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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