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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

17:17

Super-Spiked Videopods (EP93): Long-Take From The...

Super-Spiked Podcast ·

2026/03/07

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below.We are coming to you from Houston following

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8:07

Super-Spiked Videopods (EP92): Long-Takes From The...

Super-Spiked Podcast ·

2026/02/28

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below.We would encourage those of you that only

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18:59

Super-Spiked Videopods (EP91): Long-Takes From The...

Super-Spiked Podcast ·

2026/02/14

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below.We are still in road warrior mode, having

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22:28

Super-Spiked Videopods (EP90): Picture Show: AI to...

Super-Spiked Podcast ·

2026/02/07

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.This week we have some

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11:39

Super-Spiked Videopods (EP89): Long-Takes From The...

Super-Spiked Podcast ·

2026/01/31

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.We are just back from

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23:49

Super-Spiked Videopods (EP88): Geopolitical...

Super-Spiked Podcast ·

2026/01/17

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.2026 kicked off with the

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30:25

Super-Spiked Videopods (EP87): Good Call-Bad Call For...

Super-Spiked Podcast ·

2025/12/20

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.Last week’s video podcast

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23:12

Super-Spiked Videopods (EP86): A Look Back on Our...

Super-Spiked Podcast ·

2025/12/13

For Super-Spiked subscribers that prefer that written posts, this week we are including for the first time a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using blue Download button below.In this week’s video

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10:42

Super-Spiked Videopods (EP85): Long-Takes From The...

Super-Spiked Podcast ·

2025/11/22

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We are coming to you this week from the Middle East. We are in the middle of a great trip that has been put together by the Center on Global Energy Policy, where we are an advisory board member. As of this recording, we have spent time in Abu Dhabi, Dubai, and Riyadh, with 2 more stops still to come. We are going to have to

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25:39

Super-Spiked Videopods (EP84): A Virtuous Power...

Super-Spiked Podcast ·

2025/11/15

For Super-Spiked subscribers that prefer that written posts, this week we are including for the first time a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using blue Download button below.DOWNLOAD a pdf of

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13:31

Super-Spiked Videopods (EP83): Then and Now: Five...

Super-Spiked Podcast ·

2025/11/08

In last week’s Super-Spiked (here), we wrote about Power being the third super-cycle in our lifetime. In this week’s short video podcast, we wanted to share some thoughts on how the early days of the China-BRICs expansion compares and contrasts with the current AI-driven mania and its impact on power markets. We are calling this “Then and Now” with the aim of trying to take the best lessons from the last super-cycle so we can be better prepared and hopefully do a better job navigating the current

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8:40

Super-Spiked Videopods (EP82): Long-Takes From The...

Super-Spiked Podcast ·

2025/10/25

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We have just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector. As someone who has spent his career on the other side of energy--i.e., oil & gas--it has been a lot of fun ramping up on the power side of the business

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33:52

Super-Spiked Videopods (EP81): Substantive...

Super-Spiked Podcast ·

2025/10/18

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We are going to go back to the future this week to discuss the seemingly verboten topic of “sustainability.” Believe it or not, it is actually one of the most asked for topics at the various industry, board and management meetings we have spoken at

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12:43

Super-Spiked Videopods (EP80): Long-Takes from The...

Super-Spiked Podcast ·

2025/10/11

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We are in the midst of another heavy travel stretch so it’s going to be a short video this week. Three quick topics this week: (1) Takeaways from the recent energy outlooks that have been published? (2) Contrarian views on recent data points; (3) Why we think the current oil glut debate misses the bigger picture.🔔 4 Ways

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36:43

Super-Spiked Videopods (EP79): Traditional Energy...

Super-Spiked Podcast ·

2025/09/27

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.For the past month or so we have been pushing back on the “oil glut” narrative and the pervasive oil gloom that has existed really since Liberation Day in early April of this year, which coincided with news of an accelerated unwind of OPEC quota

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7:37

Super-Spiked Videopods (EP78): Long-Takes From The...

Super-Spiked Podcast ·

2025/09/20

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We have started a heavy Fall travel schedule, with our annual talk at the Oxford Energy Seminar last week and a corporate event in the Rocky Mountains this past week. We wanted to provide a trio of “long-takes” that are jumping out at us: (1) a burst in energy policy rationality and normalization that is being seen from

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29:17

Super-Spiked Videopods (EP77): The Misunderstood...

Super-Spiked Podcast ·

2025/09/13

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.As all of you that have been watching our video podcasts or reading our posts over the years by now surely know, our focus at Super-Spiked and at Veriten has been on the long-term outlook for the energy sector, not the shorter-term oil price guessing game. But in recent weeks, we have not been able to resist weighing in on

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14:02

Super-Spiked Videopods (EP76): Are Underlying Oil...

Super-Spiked Podcast ·

2025/08/23

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We have a bonus Super-Spiked video podcast on a week we were not expecting to publish due to a college drop off. But last weekend we couldn’t resist digging into trying to understand why crude oil prices have been far more resilient in the face of unexpected OPEC quota increases and a seemingly lackluster economic backdrop

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25:01

Super-Spiked Videopods (EP75): Obliterating...

Super-Spiked Podcast ·

2025/08/16

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we extend our “Obliterating Peak Oil Demand” series to take on other mainstream macro narratives with a focus on natural gas. We have to admit, it did not even cross our mind that the outlook for global gas demand was anything other than

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31:15

Super-Spiked Videopods (EP74): What’s In. What’s Out....

Super-Spiked Podcast ·

2025/08/09

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.Last week we did a check-in on how the answers to the tactical questions for 2025 we posed back in January were faring (here). This week we go through our Big Themes for 2025 which we had also highlighted back in January (here). We look at what’s in and what’s out through the lens of macro frameworks, public policy

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