As long-time Super-Spiked subscribers know, we are not about “hot takes” on the issue of the day. With that said, it’s been an incredible first week and a half since the US inaugurated its 47th president. A fire hose of Trump-driven news has instantly recast global narratives around energy and geopolitics as well as a host of other topics we don’t normally cover in Super-Spiked. The World Economic Forum’s Davos gathering happened last week. And DeepSeek, a Chinese AI program in the spirt of ChatGPT and related programs, burst onto the scene after its US iPhone app went viral last weekend, upending stock markets and in particular anything and everything related to the A.I. trade. We are going to try our best to put this torrent of news flow in the context of what it might mean for the longer-term trends and outlook for the energy that is our bread and butter.
