Super-Spiked
Super-Spiked Podcast
Super-Spiked Videopods (EP2): ESG 2.0 & Energy Transition Framework
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Super-Spiked Videopods (EP2): ESG 2.0 & Energy Transition Framework

YouTube Video/Audio of my ESG and energy transition framework for oil & gas sector

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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 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.

ESG 2.0 and Energy Transition series

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Scope 3, as currently defined, is a societal cop-out
This is the fourth note in my series on how the traditional oil & gas sector should think about energy transition resilience. But it takes a different tone from the previous two. I’ll start with the punch-line. Scope 3, as currently defined, is a societal cop-out on dealing with carbon emissions. The notion that we need to make “Big (and Small) Oil clea…
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Energy Transition Resilience: Fortress balance sheet
This week I will expand on the idea of the critical importance of having a fortress balance sheet, the second tenet of the energy transition resilience framework I introduced in last week's ESG 2.0 post (here). A fortress balance sheet goes hand-in-hand with the first tenet, generating competitive full-cycle returns on capital employed (ROCE) that I hav…
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ESG 2.0: Substance, virtue signaling, profitability
Earlier this week I participated on a panel at the Goldman Sachs Global Energy and Clean Technology Conference that discussed the role of ESG and energy transition within the traditional oil & gas sector. ESG is one of those topics that I think has gone somewhat off the rails especially as it relates to the traditional oil & gas industry. The virtue sig…
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Stop trying to get Blockbuster Video — i.e. Big Oil—to accelerate energy transition
One of the more perplexing energy policy objectives and rhetorical motivations pursued by some ESG investors and others particularly passionate about climate change is the obsession with Big Oil company energy transition CAPEX. Why does anyone believe capital spending by Big Oil companies is even remotely relevant to progress on moving away from fossil …
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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.