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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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...
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...
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...
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...
Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?
<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>DOWNLOAD a pdf of the slide deck using the blue Download...
Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles
<p>In last week’s Super-Spiked (here), we wrote about Power being the third super-cycle in our lifetime. In this week’s short video podcast, we wanted to share some thoughts on how the early days of the China-BRICs expansion compares and contrasts with the current AI-driven mania and its impact on power markets. We are calling this “Then and Now” with the aim of trying to take the best lessons from the last super-cycle so we can be better prepared and hopefully do a better job navigating the current one. We have five points to make:</p><p>(1) Global GDP acce...
Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!
<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 have just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector. As someone who has spent his career on the other side of energy--i.e., oil & gas--it has been a lot of fun ramping up on the power side of the business. Historically oil & gas and power have been...
Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World
<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 the slide deck by clicking the blue Download button below.</p><p>We are going to go back to the future this week to discuss the seemingly verboten topic of “sustainability.” Believe it or not, it is actually one of the most asked for topics at the various industry, board and management meetings we have spoken at this Fall. It’s never...
Super-Spiked Videopods (EP80): Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase
<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 in the midst of another heavy travel stretch so it’s going to be a short video this week. Three quick topics this week: (1) Takeaways from the recent energy outlooks that have been published? (2) Contrarian views on recent data points; (3) Why we think the current oil glut debate misses the bigger picture.</p><p>🔔 4 Ways to Subscribe</p><p>* All Content: If you subsc...
Super-Spiked Videopods (EP79): Traditional Energy Profitability: Closer To Trough Than Peak
<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 the slide deck by clicking the blue Download button below.</p><p>For the past month or so we have been pushing back on the “oil glut” narrative and the pervasive oil gloom that has existed really since Liberation Day in early April of this year, which coincided with news of an accelerated unwind of OPEC quota cuts. Another week has gone...
