DeepSeek, Davos, 45-47
As long-time Super-Spiked subscribers know, we are not about “hot takes” on the issue of the day.
Top 10 Tactical Questions for 2025
As promised, we return this week with our Top 10 Tactical Questions for 2025.
Big Questions on our Big Themes for 2025
It’s been a great start to the year for the energy and power sectors broadly speaking. This video will publish just two days before we have a new administration here in the U.S. And as we highlighted in our last few Super-Spiked’s from December as well as the Big Themes for 2025 outlook post from last week.
Big Themes for 2025: Energy Scenario Normalization, Power Surge, Technology-Driven Growth
As we start 2025, we are filled with a renewed optimism about the fundamental outlook for the broad energy sector, including traditional oil & gas, power, and select new energy sources and technologies. The Energy Transition™ era—i.e., the narrow definition which treated achieving net zero carbon emissions as the priority objective—decisively ended in 2024. Policy […]
A Look Back at 2024 Tactical Questions
In our final post of the year, we take a look back at the ten tactical questions for 2024 we asked in January.
Lessons From The End of The Energy Transition Era: Governance
We follow up on our written post from last week, Reflections On The End of The Energy Transition Era, to talk about important lessons learned from what was an insane period of time.
Reflections on the End of The Energy Transition™ Era
The Energy Transition™ era of 2019-2024 is coming to a welcomed close.
Bettering the Outlook for Energy
We hope all of you that tune in or read Super-Spiked know that we try our hardest to be non-partisan and present views from what we refer to as an equity analyst’s mindset, which means it does not matter what we personally think about an issue, we are just trying to make the right call. […]
Energy First: A Healthy Reprioritization of Our Priorities
Republicans have now officially gained control of all three branches of the US government and questions continue to pour in on the implications. As we have said many times before, we despise partisan politics. But we also appreciate that the decisiveness of the Republican sweep has raised the prospect for a greater impact on energy […]
Election Takeaways for the Energy Sector
This week we provide some initial thoughts on the U.S. election, the bulk of which was decisively declared on election night itself.