Sitemap - 2022 - Super-Spiked
Super-Spiked Videopods (EP18): Are We At Peak Energy? (Spoiler: Not even close)
Attracting Capital Back to Energy: Q&A and Clarifications
Where Are We in the Energy Cycle, A Framework (Spoiler: It's Early Days)
Super-Spiked Videopods (EP17): Attracting Capital Back to Traditional Energy
Super-Spiked Turns One, A Messy Energy Transition Era Turns Two
Metaverse Meets Universe: The Coming Return of Terminal Value to Traditional Energy
$XLE Resurrection: So Far, So Good…So What!
Super-Spiked Videopods (EP16): Policy and “Climate Action” Madness
Munich Re and Newton’s 3rd Law
"I'm from the government and I'm here to help"
Super-Spiked Videopods (EP15): WWLRD: Lee Raymond and Energy Transition
What Would Lee Raymond Do (WWLRD)?
Sticks & Stones was wrong, words matter
Super-Spiked Videopods (EP14): Virtuous and vicious cycles
Will the grass be greener going private as a large-cap oil & gas company?
Super-Spiked Videopods (EP13): When Markets Break: Oil Super-Spike July 2008
Market corrections, Jimmy Carter, and energy in the 1970s
Super-Spiked Videopods (EP12): The Role of Canadian Energy w/ @ArjunNMurti
A thriving Canadian oil & gas industry is critical to a less messy energy transition era
Crude Oil Commodity Markets 101
The Pursuit of Vikings: Embracing Oil Market Volatility
Super-Spiked Videopods (EP11): Super Vol Mindset, Part 2
Super-Spiked Videopods (EP10): Super Vol Mindset for the Long Run
E&P M&A Q&A and Clarifications
High cost of capital delaying growth CAPEX impulse
20%+ ROCE in the 2020s for traditional energy leaders
Market corrections, recession risk, and energy
Super-Spiked Videopods (EP9): Proxy Wars - Banks & Climate
Super-Spiked Videopods (EP8): Live from St Andrews
Navigating The Energy Transition: Opportunity time for SMID-cap and private E&Ps
Sentiment Watch: The 3Rs - ROCE rebounding, Recovering S&P weight, Rescued assets
Super-Spiked Videopods (EP7): The New Energy Crisis Era
#FreeCanadianOil🇨🇦: Keep Russian oil in the ground instead
Super-Spiked Videopods (EP6): Progress! (Rhetorically Speaking)
Super-Spiked Videopods (EP5): Energizing Bitcoin
Q&A on how Russia-Ukraine might impact the energy transition era
What does pariah state status imply for future Russia oil exports?
We need more good barrels and fewer bad barrels
Super-Spiked Videopods (EP4): Macro Commentary
Energy security and the case for Canada
Super-Spiked Videopods (EP3): Super Vol vs Super-Cycle
Energy transition Q&A and clarifications
Super vol vs super cycle, a subtle but important mindset difference
Bedlam in Belgium: Ill-advised energy transition policies increase geopolitical risks
Super-Spiked Videopods (EP2): ESG 2.0 & Energy Transition Framework
Scope 3, as currently defined, is a societal cop-out
Energy Transition Resilience: Fortress balance sheet
ESG 2.0: Substance, virtue signaling, profitability