A 23 minute video that discusses how we have moved from what was a messy energy transition environment pre-Ukraine to a now full blow energy crisis era post Ukraine, catalyzed by Russia moving to pariah state status.
US shale accounted for 70% of global oil supply growth last decade, but faces significant pressures to not grow as fast this coming decade from a combination of traditional investors due to poor historic ROCE, ESG investors focused on energy transition, and current US government policy that is obsessed with virtue signaling about the climate portion of energy and climate policies.
US and Canadian oil supply is needed more than ever, especially given the very poor track record of oil supply from pariah states. I continue to emphasize that there is a difference between “good” barrels from the United States and Canada and “bad” barrels from Russia and Iran. Even the most die-hard climate activist should recognize that as we are transitioning, it is better for all aspects of energy and climate policy to prioritize US and Canadian oil and gas production over supply from unfriendly areas.
⚖️ 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.
Regards,
Arjun
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📜 Credits
Intro & Outro music: Wolf Hoffman on Apple Music: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.
This episode of Super-Spiked Videopods was created and lightly directed, edited, and produced by Super-Spiked Productions. Intro and outro designs were created in Canva. The body of the video was shot on iPhone and on an M1 Mac Mini. The video was produced and mixed in iMovie on an M1 Mac Mini.
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