Sitemap - 2024 - Super-Spiked
Reflections on the End of The Energy Transition™ Era
Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
Energy First: A Healthy Reprioritization of Our Priorities
Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections
The G-Word (Growth) and Through-Cycle Outperformance
Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
FAQ On Rising Middle East Turmoil and Energy Markets
Super-Spiked Videopods (EP51): Copper, Crude, China, Normalization
What The 50-Year Quest For US “Energy Independence” Can Teach Us About “Net Zero” Achievability
Super-Spiked Videopods (EP50): Live from St Andrews: 50th VideoPod Special
FAQ on A Slowing China’s Impact on the Oil & Refining Macro
Next 10 Years of Perpetual Transition: China
Super-Spiked Videopods (EP49): 30 Years of Perpetual Transition: Geopolitics & Policy
Super-Spiked Videopods (EP48): 30 Years of Perpetual Transition: Sectors
Super-Spiked Videopods (EP47): 30 Years of Perpetual Transition: Macro
Super-Spiked Videopods (EP46): Finding Common Ground on Energy Policy Choices
Does The US President’s Party Impact Energy Macro Results?
Super-Spiked Videopods (EP45): Can You Trust The United Nations on Energy and Climate?
If ESG Reporting Disappeared, Would Most Investors Care?
Super-Spiked Videopods (EP44): American Energy Exceptionalism
Super-Spiked Videopods (EP43): Returns AND Growth With Long-Term Buybacks
Q&A and Clarifications On Fading “Energy Transition”
So long “energy transition,” hello meeting global power growth
Super-Spiked Videopods (EP42): Pushbacks and Random Thoughts
Q&A and Clarifications on Everyone on Earth Being Energy Rich
Super-Spiked Videopods (EP41): Oil’s Peak Demand: Everyone Is Rich
Obliterating Peak Oil Demand: A Progress Update
Super-Spiked Videopods (EP40): CROCI Deep Dive Discussion
Diving Deeper Into CROCI, A Cash Returns Complement To ROCE
Spring Check-In On Growth And Returns
Super-Spiked Videopods (EP39): The New Energy Transition Narratives
Will AI Be Our Salvation Toward A Healthier Energy Evolution?
Super-Spiked Videopods (EP38): Pragmatizing The Energy Narrative
Geopolitical and Environmental Implications of US Oil & Gas M&A
Should I Stay Or Should I Go? E&P M&A Takeaways
Super-Spiked Videopods (EP37): Goodbye Europe, Hello Rest of World
Super-Spiked Videopods (EP37): Goodbye Europe, Hello Rest of World
Super-Spiked Videopods (EP36): Pause: LNG Permits, Saudi Capacity, TSLA
Profits Over Prices: A Returns-Based Normalized Framework for Evaluating Traditional Energy
Super-Spiked Videopods (EP35): Growth, Returns, and Sub-Sector Themes
Ten Tactical Questions for Traditional Energy in 2024
Big Themes for 2024: Normalization, Differentiation, and Phasing-In Profitable Growth