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.
Are Underlying Oil Balances Less Bearish Than Feared?
We have a bonus Super-Spiked video podcast on a week we were not expecting to publish due to a college drop-off.
Obliterating Mainstream Macro Narratives: Natural Gas
This week we extend our “Obliterating Peak Oil Demand” series to take on other mainstream macro narratives with a focus on natural gas.
What’s In. What’s Out. A Check-in on Big Themes for 2025
This week we go through our Big Themes for 2025 which we had also highlighted back in January.
Mid-Year Check-In on Top 10 Tactical Questions for 2025
This week we check-in on how our “Top 10 Tactical Questions for 2025” published on January 25, 2025 are faring