VideoPods (EP27): Is Oil A Sunset Industry? Part 1 – Demand
This week’s video is part 1 (of at least 2) that will address the question of “is oil a sunset industry?”
FAQ: Peak demand? Peak Permian? What About Africa?
This week we return to a Q&A-styled note to address questions we have received, grouped by Super-Spiked theme.
Five Big Questions for Traditional Energy at the Mid-Point of 2023
Welcome to the 2H of 2023! It’s always hard to believe how quickly time flies. As we did at the start of the year, we will look to address the five big questions we see facing the traditional energy sector.
Disruption Countries Risk: A Navigable Macro Factor
Whatever it is that happened or didn’t happen in Russia last week is the most recent reminder that geopolitical turmoil remains a relevant consideration for energy markets.
OPEC, Trading Noise, and Oil Super-Cycles
This week’s video brings together our last two written posts that questioned the market’s obsession with OPEC noise and short-term inventory changes, especially when contemplating the potential for an oil super-cycle.
Oil Super-Cycles Are About Upward Pressure on Long-Dated Oil, Not Near-Term Inventory Movements
James Carville, chief political strategist for Governor Bill Clinton during his successful 1992 presidential run, coined the phrase “It’s the economy, stupid,” a reference that weak US economic conditions under President George H.W. Bush should matter more than his foreign policy successes including winning the Gulf War.
Volatility Not Vienna Redux: Ignore OPEC Noise Most of the Time
Volatility, not Vienna was the title of a 2000 era report we wrote at Goldman Sachs. The basic premise still holds 23 years later.
Revisiting The Role of Oil & Gas In Energy Transition
This week we provide a video update on our views on the appropriate role for oil & gas companies as it relates to so-called “energy transition.”
Pre-Summer Check-In on The Big Questions for 2023
Ahead of the traditional Memorial Day start to summer, we check in on the Five Big Questions for 2023 we highlighted in our New Years Day post.
Transitioning Corporate and Investor Risk Taking: Q&A and Clarifications
Our last two issues of Super-Spiked focused on the super theme that “The Energy Transition Needs to Transition” to one centered on figuring out how to meet the energy needs of the other 7 billion people on Earth that do not live in the United States, Europe, Canada, or Japan. This week we apply that lens of the “energy transition needs to transition” to one of our favorite topics: helping publicly-traded energy companies think through how to achieve one of three good long-term outcomes while avoiding the two bad ones.