The PTSD Pullback, Part 2: Goodbye Europe…Hello Rest of World?
We’ve seen the movie before, right? Recent broad market and energy sector turmoil has an eerily familiar feel for anyone who lived through 2008 and the Great Financial Crisis (GFC). I personally don’t believe this is GFC2, but I also do not have a track record of successfully having called GFC1, so who knows. Clearly, […]
Super-Spiked Videopods (EP22): Risk Taking in the Age of Transition-Driven Austerity
This week’s Super-Spiked video podcast is a discussion on risk taking and future capital availability for traditional energy companies of all shapes and sizes.
The “Energy Transition” Needs to Transition
Over 30 years in and around the energy sector and this was my first ever CERAWeek. Key takeaways: Five questions coming out of CERAWeek 2023: (1) Will the concept of “energy transition” transition to one that does not drive a super vol macro backdrop of price spikes followed by price busts, economic damage, and no […]
Zigging While Others Zag In A Super Vol World
With this post, Super-Spiked will now be exclusively affiliated with Veriten, a research, strategy and investing firm focused on understanding the long-term energy landscape. It will continue to be published free of charge on Substack. Please see the “On A Personal Note” section for additional details.