Sitemap - 2023 - Super-Spiked
Super-Spiked Videopods (EP34): Phasing-In Profitable Growth: 2024 Preview
Lessons From 2023: New ROCE Regime At Odds With Demands To "Transition"
Lessons from 2023: RIP "Fast Energy Transition" Narrative
Super-Spiked Videopods (EP33): Returns, Risk Taking, and Resetting Valuation Higher
Reframing the growth versus returns trade-off debate
Super-Spiked Videopods (EP32): Energy M&A Q&A
Beautiful Big Oil: Takeaways From Super Major M&A
The Mega Risks and Traditional Energy As A Hedge
Super-Spiked Videopods (EP31): Geopolitics and Transition Turmoil
Policy Risk In A Future Super-Spike 2 Environment
Five Big Calls To Get Right Over The Next Ten Years
Super-Spiked Videopods (EP30): Profits Over Preaching
Ding DONG: New Energy Growing Pains Rewards Transition Patience
The 1.4 Billion People Club Will Dominate The Outlook For Energy
Where Are We In The Cycle...In Pictures
Super-Spiked Videopods (EP28): The End Is Not Near (for Oil...or Gas)
Lessons From Asia “Tigers”: Significant Oil Demand Growth Ahead For India and Africa
Obliterating Peak Oil Demand Fears As Energy Transition Realities Set In
Super-Spiked Videopods (EP27): Is Oil A Sunset Industry? Part 1 - Demand
FAQ: Peak demand? Peak Permian? What About Africa?
Five Big Questions for Traditional Energy at the Mid-Point of 2023
Disruption Countries Risk: A Navigable Macro Factor
Super-Spiked Videopods (EP26): OPEC, Trading Noise, and Oil Super-Cycles
Oil Super-Cycles Are About Upward Pressure on Long-Dated Oil, Not Near-Term Inventory Movements
Volatility Not Vienna Redux: Ignore OPEC Noise Most of the Time
Super-Spiked Videopods (EP25): Revisiting the Role of Oil & Gas in Energy Transition
Pre-Summer Check-In on The Big Questions for 2023
Transitioning Corporate and Investor Risk Taking: Q&A and Clarifications
Super-Spiked Videopods (EP24): Transitioning The Energy Transition To a Rest of World Focus
Re-Centering “Energy Transition” To a Rest of World Focus
The Freedom to Grow Base Distributions
Super-Spiked Videopods (EP23): Where Are We In The Cycle
FAQ: OPEC Cuts and Forward Curves Amidst a Super Vol Macro Backdrop
Will the Grass Be Greener as a Private? A Focus on SMID-Cap Traditional Energy
The PTSD Pullback, Part 2: Goodbye Europe…Hello Rest of World?
Super-Spiked Videopods (EP22): Risk Taking in the Age of Transition-Driven Austerity
The Energy Transition Needs to Transition
Zigging While Others Zag In A Super Vol World
Evolution of a Structural Bull Market: The PTSD Pullback
Super-Spiked Videopods (EP21): Respect Your Elders: Lessons from King Coal for Oil & Gas
FAQ: Resilient Coal, Cost of Capital, and ESG 2.0
The Right and Wrong Lessons to Learn From Coal's Global Resilience
Will Oil (Equities) Go The Way of Coal (Equities)? Yes (No)
Cost Curve Evolution, Diversification, Cost of Capital, and Avoiding Purgatory
Super-Spiked Videopods (EP20): Free money bubble stocks, EV hockey sticks, and oil demand
Super-Spiked Videopods (EP19): Diving in on 5 Big Questions for 2023, Part 1