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.
Structural Macro Drivers Transcend Elections
We recorded this video podcast with a little less than a week to go before the November 5 US elections.
The G-Word (Growth) and Through-Cycle Outperformance
Stocks move with earnings is an age-old Wall Street adage. As goes EPS revisions, so goes underlying equities. For commodity equities, as goes commodity prices so goes commodity equities is similarly tried-and-true.
Macro Turmoil and the G-Word (Growth)
Amidst the geopolitical and macro turmoil, we take a step back this week to turn back to how companies can think about outperformance through all the volatility.
FAQ on Rising Middle East Turmoil and Energy Markets
This week we take a look at worsening Middle East turmoil and what it could mean for the energy macro and energy equities. Prior to the recent round of hostilities between Israel and Iran, oil market observers had been bearishly biased due to the growing prospect for 2025 growth in non-OPEC supply to exceed growth […]