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PODCAST

Super-Spiked Podcast

Super-Spiked Podcast focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities arjunmurti.substack.com

business investing

All Episodes

20:06

Super-Spiked Videopods (EP44): American Energy...

Super-Spiked Podcast ·

2024/06/29

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we honor America's upcoming 248th birthday on July 4th, when it declared independence from the King of England, and take a moment to celebrate the country's incredible achievements in the energy

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13:30

Super-Spiked Videopods (EP43): Returns AND Growth...

Super-Spiked Podcast ·

2024/06/15

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We turn back to our favorite topic and that is profitability and the goal of generating superior long-term share price performance. We spend a lot of time discussing ROCE, CROCI, and free cash flow. This

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17:36

Super-Spiked Videopods (EP42): Pushbacks and Random...

Super-Spiked Podcast ·

2024/05/18

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.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

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24:56

Super-Spiked Videopods (EP41): Oil’s Peak Demand:...

Super-Spiked Podcast ·

2024/05/04

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We follow-up to last week’s post Obliterating Peak Oil Demand: A Progress Update (here). Our main issue with the peak oil demand narrative is that it it doesn’t solve for how everyone on Earth will someday

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25:32

Super-Spiked Videopods (EP40): CROCI Deep Dive...

Super-Spiked Podcast ·

2024/04/20

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We follow up on last week’s deep post (here) on cash return on gross capital invested (CROCI), which we view as a complementary profitability metric to return on capital employed (ROCE). The videopod starts

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25:27

Super-Spiked Videopods (EP39): The New Energy...

Super-Spiked Podcast ·

2024/03/23

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We spent this past week in Houston attending CERAWeek 2024. It was another great event; thank you and congratulations to everyone at S&P Global for hosting and putting on a great show!Coming out of last

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35:00

Super-Spiked Videopods (EP38): Pragmatizing The...

Super-Spiked Podcast ·

2024/03/09

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We focus on some of the big macro themes that have emerged from earnings season across the broader stock market, with a focus on electric vehicle (EV) adoption S-curves, artificial intelligence (AI), ongoing

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29:07

Super-Spiked Videopods (EP37): Goodbye Europe, Hello...

Super-Spiked Podcast ·

2024/02/18

Note: this is republication in order to upload the audio to Apple Podcasts and Spotify.WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUEbutton above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We return to our sub-theme of "Goodbye Europe, Hello Rest of World" sparked by Barclay's updated Climate Change Statement

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24:11

Super-Spiked Videopods (EP36): Pause: LNG Permits,...

Super-Spiked Podcast ·

2024/02/03

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUEbutton above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We had intended to follow-up last weeks’ ROCE Deep Dive post (here) with examples of how to apply it to macro forecasting as well as sub-sector and company analysis. However, a surprise LNG permit “pause”

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23:19

Super-Spiked Videopods (EP35): Growth, Returns, and...

Super-Spiked Podcast ·

2024/01/20

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUEbutton above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.Our first two written posts of 2024 focused on the Big Themes and Tactical Questions we see for the traditional energy sector. In this video we bring those together with an expanded discussion on a number of

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19:32

Super-Spiked Videopods (EP34): Phasing-In Profitable...

Super-Spiked Podcast ·

2023/12/16

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUEbutton above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.In what is likely to be our final Super-Spiked for 2023, we provide a 2024 preview with the theme of “phasing-in profitable growth.” In the prior two Super-Spiked posts, we have discussed key takeaways from

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22:57

Super-Spiked Videopods (EP33): Returns, Risk Taking,...

Super-Spiked Podcast ·

2023/11/18

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week's video is a follow up to last week’s “Reframing the growth versus returns trade-off debate” post (here). We provide additional perspectives on the opportunity for leading energy companies to

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18:43

Super-Spiked Videopods (EP32): Energy M&A Q&A

Super-Spiked Podcast ·

2023/11/04

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We follow-up on last week's post (here) that dove into our takeaways from recent Super Major M&A activity. We look to address the issues of (1) what is the goal of recent M&A activity; (2) what consensus

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25:09

Super-Spiked Videopods (EP31): Geopolitics and...

Super-Spiked Podcast ·

2023/10/14

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We focus on the long-term implications to the energy sector of the sharp rise in geopolitical turmoil, especially following the terrorist attack in Israel last weekend, coupled with continued stock market

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27:05

Super-Spiked Videopods (EP30): Profits Over Preaching

Super-Spiked Podcast ·

2023/09/23

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.Our video this week is titled Profits Over Preaching as we look to bring together a number of recent themes and address three interesting questions we have received while attending recent macro/industry

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22:55

Where Are We In The Cycle...In Pictures

Super-Spiked Podcast ·

2023/08/26

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we stick with the video format to provide an update on “where are we in the cycle” for traditional energy. Key messages:(1) We are still early in a new structural bull phase for ROCE.* ROCE vs WTI

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25:13

Super-Spiked Videopods (EP28): The End Is Not Near...

Super-Spiked Podcast ·

2023/08/19

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week's video continues our now month-long series of analyzing the significant long-term growth potential we see for crude oil, which is in sharp contrast to consensus fears that "peak oil demand" is

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19:26

Super-Spiked Videopods (EP27): Is Oil A Sunset...

Super-Spiked Podcast ·

2023/07/29

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. This week’s video is part 1 (of at least 2) that will address the question of “is oil a sunset industry?” The sunset industry narrative has been driven by concerns about (1) being at or near “peak oil

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16:18

Super-Spiked Videopods (EP26): OPEC, Trading Noise,...

Super-Spiked Podcast ·

2023/06/24

This week's video brings together our last two written posts that questioned the market's obsession with OPEC noise and short-term inventory changes, especially when contemplating the potential for an oil super-cycle. We observe that inventory movements drive the front-end of the curve, but do not offer insight on the long-term cycle. It is the long-end of the forward that gives the signal as to whether we are in a trading market or a super cycle. So far, it is the former; hence our use of the

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23:27

Super-Spiked Videopods (EP25): Revisiting the Role of...

Super-Spiked Podcast ·

2023/06/03

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we provide a video update on our views of the appropriate role for oil & gas companies as it relates to so-called “energy transition.” The video is motivated by ongoing commentary, especially from

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