Ten Tactical Questions for Traditional Energy in 2024
We follow up on last week’s Big Themes post with a tactical look at 2024 from the perspective of traditional energy.
Big Themes for 2024: Normalization, Differentiation, and Phasing-In Profitable Growth
As we start 2024, distortions from the COVID era are finally receding; the world is normalizing. The over-arching big themes we see for both traditional and new energies this year are normalization, differentiation, and phasing-in profitable growth.
Phasing-In Profitable Growth: 2024 Preview
In what is likely to be our final Super-Spiked for 2023, we provide a 2024 preview with the theme of “phasing-in profitable growth.”
Lessons From 2023: New ROCE Regime At Odds With Demands To “Transition”
We continue our holiday season Lessons From 2023 series with a focus on our favorite topic: profitability!
Lessons from 2023: RIP “Fast Energy Transition” Narrative
Welcome to the 2023 holiday season! In this week’s post we’ll look at key takeaways from the year that is ending.
Returns, Risk Taking, and Resetting Valuation
his week’s issue of Super-Spiked is in the form of a video podcast and is a follow up to last week’s “Reframing the growth versus returns trade-off debate” post.
Reframing the Growth Versus Returns Trade-Off Debate
“Growth” versus “returns” is a long-running debate among management teams, investors, and other industry observers. It is a question that is again starting to percolate in discussions with a broad range of participants, including policy makers, academics, industry executives, and investors.
VideoPods (EP32): Energy M&A Q&A
We follow-up on last week’s post that dove into our takeaways from recent Super Major M&A activity.
Beautiful Big Oil: Takeaways From Super Major M&A
Energy merger mania is back in force, with ExxonMobil announcing a merger with Pioneer Natural Resources, Chevron the acquisition of Hess, and speculation around various other combinations of traditional energy companies making the rounds in the media and among Street analysts.
The Mega Risks and Traditional Energy As A Hedge
The emergence of three mega risks—War, Inflation/Stagflation, and Rich Country Government Debt Burdens—is shaping up to add new dimensions of uncertainty to an already messy energy transition era.