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Super-Spiked Podcast

Super-Spiked Podcast

Super-Spiked Podcast focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities arjunmurti.substack.com

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10

Super-Spiked Videopods (EP94): Straight of Hormuz: Assesssing Impacts on Oil, LNG

Super-Spiked Videopods (EP94): Straight of Hormuz: Assesssing Impacts on Oil, LNG

<p>For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.</p><p>We recorded this video podcast on Wednesday, March 11. As we think everyone...

35 min

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2026 March 15

Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran

Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran

<p>For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below.</p><p>We are coming to you from Houston following my participation earlier this week at the Aspen...

17 min

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2026 March 15

Super-Spiked Videopods (EP92): Long-Takes From The Road: Terminal Value

Super-Spiked Videopods (EP92): Long-Takes From The Road: Terminal Value

<p>For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below.</p><p>We would encourage those of you that only listen to or watch the video podcasts to...

8 min

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2026 March 15

Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"

Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"

<p>For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below.</p><p>We are still in road warrior mode, having only been at our primary residence for 13 of...

18 min

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2026 March 15

Super-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?

Super-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?

<p>For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.</p><p>This week we have some fun with Bloomberg pictures we created that...

22 min

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2026 March 15

Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk

Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk

<p>For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.</p><p>We are just back from nine days on the road across the...

11 min

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2026 March 15

Super-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil Markets

Super-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil Markets

<p>For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.</p><p>2026 kicked off with the dramatic news of the US’s incursion into Ve...

23 min

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2026 March 15

Super-Spiked Videopods (EP87): Good Call-Bad Call For 2025 Tactical Questions

Super-Spiked Videopods (EP87): Good Call-Bad Call For 2025 Tactical Questions

<p>For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.</p><p>Last week’s video podcast was a look back on our Big Th...

30 min

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2026 March 15

Super-Spiked Videopods (EP86): A Look Back on Our “Big Themes for 2025”

Super-Spiked Videopods (EP86): A Look Back on Our “Big Themes for 2025”

<p>For Super-Spiked subscribers that prefer that written posts, this week we are including for the first time a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.</p><p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>DOWNLOAD a pdf of a lightly edited transcript using blue Download button below.</p><p>In this week’s video podcast we take a look back at...

23 min

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2026 March 15

Super-Spiked Videopods (EP85): Long-Takes From The Road: The Middle East

Super-Spiked Videopods (EP85): Long-Takes From The Road: The Middle East

<p>WATCH the video on Substack by clicking the play button above or on YouTube (here).</p><p>STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.</p><p>We are coming to you this week from the Middle East. We are in the middle of a great trip that has been put together by the Center on Global Energy Policy, where we are an advisory board member. As of this recording, we have spent time in Abu Dhabi, Dubai, and Riyadh, with 2 more stops still to come. We are going to have to...

10 min

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2026 March 15

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