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Super-Spiked

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Former Finance Career

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Summary

Sector Energy
Content Type Analysis
Website Substack
Paywall No

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Average Rating 9.0
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Content

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Super-Spiked Videopods (EP67): Lagging Oil and an Evolving Industry Structure

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The Good, The Bad, and The Misunderstood Amidst Massive Macro Cross Currents

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Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition

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Super-Spiked Videopods (EP65): Self Versus External Activism

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A Look At Traditional Energy Profitability Amidst A Trade War-Driven Macro Mess

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Super-Spiked Videopods (EP64): Long-Takes On A Macro Mess, 1 Week Later

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Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro

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Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives

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What Does “Energy Pragmatism” Mean for Climate & Sustainability?

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Super-Spiked Videopods (EP61): CERAWeek Takeaways: Pragmatism Meets an Uncertain Reality

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“Long Takes” On OPEC+, Russia-Ukraine, and Tariff Wars

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Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities

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The Rise of The Energy Pragmatism Era

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Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Firehose

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AI-Driven Convergence: Energy, Power, and Technology

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Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47

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Top 10 Tactical Questions for 2025

Jan. 25, 2025, 1:59 p.m.

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Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025

Jan. 18, 2025, 1:59 p.m.

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Big Themes for 2025: Energy Scenario Normalization, Power Surge, Technology-Driven Growth

Jan. 11, 2025, 1:59 p.m.

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A Look Back at 2024 Tactical Questions

Dec. 21, 2024, 1:59 p.m.

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Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance

Dec. 14, 2024, 1:59 p.m.

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Reflections on the End of The Energy Transition™ Era

Dec. 7, 2024, 1:59 p.m.

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Super-Spiked Videopods (EP55): Bettering The Outlook for Energy

Nov. 23, 2024, 1:59 p.m.

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Energy First: A Healthy Reprioritization of Our Priorities

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Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector

Nov. 9, 2024, 1:59 p.m.

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