Long-Takes On A Macro Mess: 1 Week Later
We will start with an apology to those of you that prefer the written notes but with the Super Vol nature of this tariff trade war and the dramatic market moves, we are going to do another short video.
“Long Takes” On Tariff Trade War, OPEC, and A Messy Macro
We had intended to publish a written note this week that we thought had some interesting analysis on energy sub-sector profitability over what we consider to be the 2021-2024 mini-cycle.
Energy Pragmatism & Climate: Pushback and Perspectives
This week’s video is a follow up to last week’s written post titled “What Does Energy Pragmatism Mean for Climate & Sustainability”
What Does “Energy Pragmatism” Mean for Climate & Sustainability?
There has been a lot of talk—maybe too much talk—about energy pragmatism, realism, and balance returning to the energy discussion.
CERAWeek Takeaways: Pragmatism Meets an Uncertain Reality
This past week we attended CERAWeek by S&P Global in Houston. Pragmatism, balance, and realism have been the themes uttered by just about every single speaker. Some have long been in this camp. Others are new. All are welcomed. We are still embracing inclusivity at Super-Spiked. Some will say we shouldn’t be so forgiving to […]
“Long Takes” On OPEC+, Russia-Ukraine, and Tariff Wars
At Super-Spiked, we try to avoid the hot takes and short-term trading reactions to the news of the day.
Energy Pragmatism Opportunities
We follow up on last week’s post that heralded The Rise of the Energy Pragmatism Era.
The Rise of The Energy Pragmatism Era
The end of The Energy Transition Era™ is giving way to a decisive return to energy pragmatism in regions that had most meaningfully embraced a “net-zero-is-all-that-matters” policy set.
Hysteria and the Long-Term Impacts of a Policy Firehose
By the time this video podcast is published, President Trump will have only been in office for 4 weeks: there are still 3 years and 48 weeks to go—permanent freak out mode is not sustainable or healthy! In this week’s video, which we recorded a little earlier than usual due to some travel this past week, we address a number of questions that have arisen. We are going to do our best to use our equity research analyst’s mindset to assess policy actions taken or proposed. This means our only goal is to make the right call and provide the best insight we can for the companies we advise. We will keep our answers focused on how it all might impact the long-term energy macro and corporate strategy.
AI-Driven Convergence: Energy, Power, and Technology
The market reaction to the emergence of DeepSeek two weeks ago is illustrating the increasing convergence of traditional energy, the merchant power producers, and the artificial intelligence (AI) theme in the technology sector.