Long-Takes From The Road: Vegas, Vienna, ZeroHedge, and Oil Macro Crunch Time
A few oil macro oriented thoughts today following an interesting week that started at a fuels distribution conference in Las Vegas
SoH Crisis Drags On, But Some Thematic Clarity Emerging
As the Strait of Hormuz (SoH) Crisis completes its third month and on-again/off-again peace talks drag on, we are starting to see the outlines of various structural themes emerging, and, as importantly, some that are not.
Long-Takes: What can E&Ps learn from US refiners amidst a Geopolitical Super Vol macro backdrop?
This week we introduce the topic of how to think about energy equity valuations given a Geopolitical Super Vol macro backdrop.
Immutable Themes and Reframing Macro Scenarios
This is the 100th Super-Spiked video podcast.
Long-Takes: Iran, UAE & OPEC, Canada
This week we have some quick comments on a trio of topics
Energy Tech, Convergence, and the Hyperscalers
This week we expand on the Energy Technology component of our Geopolitical Super Vol framework we introduced last week.
A New Era of Geopolitical Super Vol
As we teased in last week’s video, we want to expand on the evolution of our Super Vol commodity macro framework to explicitly rebrand it Geopolitical Super Vol.
Peace Sells, We Are Buying
For the past month we have been recording these videos several days in advance of publication and repeating the line that we hope peace will have been declared and the Strait reopened by the time of Saturday publication.
CERAWeek 2026 Takeaways
We spent the past week in Houston at the always great CERAWeek conference hosted by S&P Global.
Q&A on Long-Term Impacts of War in Iran
This week we address five questions that have arisen regarding our views on the potential long-term impacts of the war in Iran.