We are just back from 8 straight days on the road, so this is going to be a short video podcast that touches upon three themes: (1) pushback on our view that the total addressable market (TAM) for oil is at least double current demand; (2) perspectives on the NVIDIA-like move in merchant power generator equities; and (3) a preview of what’s next for the now controversial term “energy transition”? Next weekend we will be enjoying the long Memorial Day holiday, with Super-Spiked returning the first Saturday in June. Enjoy!
