Then and Now: Five Thoughts On Energy Super-Cycles
In this week’s short video podcast, we wanted to share some thoughts on how the early days of the China-BRICs expansion compares and contrasts with the current AI-driven mania and its impact on power markets.
Power Surge! The Third Energy Super-Cycle Of Our Lifetime
In last week’s “Long-Takes From The Road” video podcast, we teased our view that the third energy super-cycle of our lifetime is underway, with this one focused on the power sector.
Long-Takes From The Road: Power Surge!
We have just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector.
Substantive Sustainability in a Post Net Zero World
We are going to go back to the future this week to discuss the seemingly verboten topic of “sustainability.”
Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase
We are in the midst of another heavy travel stretch so it’s going to be a short video this week.
FAQ On Traditional Energy Being in Bottoming Phase of 2+ Year Mini-Downcycle
Evidence continues to build that we are closer to the end of the 2-2.5 year downdraft following the oil price spike that occurred in the period after the February 2022 start of the Russia-Ukraine war.
Traditional Energy Profitability: Closer To Trough Than Peak
For the past month or so we have been pushing back on the “oil glut” narrative and the pervasive oil gloom that has existed…
Long-Takes From The Road: Policy Shifts, Non-Glutted Oil Markets, and Turning The Tide
We have started a heavy Fall travel schedule, with our annual talk at the Oxford Energy Seminar last week and a corporate event in the Rocky Mountains this past week.
The Misunderstood Unwind of OPEC Quota Cuts
As all of you that have been watching our video podcasts or reading our posts over the years by now surely know, our focus at Super-Spiked and at Veriten has been on the long-term outlook for the energy sector, not the shorter-term oil price guessing game.
Pushing Back on Anti-Oil & Gas Macro Biases In Shorter-Term Analyses
The residue of an extended period of anti-oil & gas macro bias continues to overhang the traditional energy sector.