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.
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 […]