SoH Crisis Takeaways: Sector Performance
We continue our July series focused on Strait of Hormuz Crisis takeaways with a focus on energy and power sub-sector stock performance.
SoH Crisis Takeaways: Obliterating Peak Oil Demand, SoH Edition
We continue our SoH (Strait of Hormuz) Crisis Takeaways series with a check-in on our Obliterating Peak Oil Demand theme that rejects the idea that anyone can know today what decade let alone year oil demand will ultimately peak and subsequently plateau or decline.
SoH Crisis Aftermath: Top Surprises and Non-Surprises
We are back from a week off celebrating America’s 250th birthday and ahead of some upcoming travel over the remainder of July.
Sentiment Check: AI, Crude Oil, Price Gouging
This week we are starting a new series that we’ll do on occasion we are calling a sentiment check as way to talk about hot button issues we are getting questions on.
WWLRD and the Strait of Hormuz Crisis
This week we provide our latest thoughts on the Strait of Hormuz Crisis and the news of a “peace deal” having been reached between the U.S. and Iran.
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