Self Versus External Activism
We wanted to follow up on the Special Edition episode of this week’s Close of Business Tuesday video podcast where we interviewed Mark Lashier, the CEO of Phillips 66.
A Look At Traditional Energy Profitability Amidst A Trade War-Driven Macro Mess
We take a break from our recent run of video podcasts discussing “long takes” on President Trump’s global trade war to look at where traditional energy profitability and fundamentals stand after the 2021-2024 mini-cycle.
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.