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 […]
Copper, Crude, China, Normalization
This week we continue the theme of normalization. The 2020-2023 period of “urgent energy transition,” “peak oil and gas demand,” and ESG hysteria we think is fading.
What The 50-Year Quest For US “Energy Independence” Can Teach Us About “Net Zero” Achievability
This past week was Climate Week in New York City. A core takeaway from various meetings not only in New York but also in Oxford, on Zoom and elsewhere in recent weeks is that we continue to see evidence that the general conservations around energy are become healthier and directionally more pragmatic, with “climate only” ideology no longer the overarching narrative.
Live from St Andrews: 50th VideoPod Special
We are using the occasion of our 50th Super-Spiked video podcast to provide thoughts, lessons learned, and new perspectives gained from the first 49 videopods, 90 written posts, and what is now nearly 3 years of publishing Super-Spiked content.
FAQ on A Slowing China’s Impact on the Oil & Refining Macro
We follow-up on last week’s Next 10 Years of Perpetual Transition: China post with ten frequently asked questions on China and our macro perspectives.