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Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles

Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles



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…


Published on 10 hours ago

Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!

Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!



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…


Published on 2 weeks ago

Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World

Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World



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 th…


Published on 3 weeks ago

Super-Spiked Videopods (EP80): Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase

Super-Spiked Videopods (EP80): Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase



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 …


Published on 4 weeks ago

Super-Spiked Videopods (EP79): Traditional Energy Profitability: Closer To Trough Than Peak

Super-Spiked Videopods (EP79): Traditional Energy Profitability: Closer To Trough Than Peak



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 th…


Published on 1 month, 1 week ago

Super-Spiked Videopods (EP78): Long-Takes From The Road: Policy Shifts, Non-Glutted Oil Markets, and Turning The Tide

Super-Spiked Videopods (EP78): Long-Takes From The Road: Policy Shifts, Non-Glutted Oil Markets, and Turning The Tide



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 he…


Published on 1 month, 2 weeks ago

Super-Spiked Videopods (EP77): The Misunderstood Unwind of OPEC Quota Cuts

Super-Spiked Videopods (EP77): The Misunderstood Unwind of OPEC Quota Cuts



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 h…


Published on 1 month, 3 weeks ago

Super-Spiked Videopods (EP76): Are Underlying Oil Balances Less Bearish Than Feared?

Super-Spiked Videopods (EP76): Are Underlying Oil Balances Less Bearish Than Feared?



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 Supe…


Published on 2 months, 2 weeks ago

Super-Spiked Videopods (EP75): Obliterating Mainstream Macro Narratives: Natural Gas

Super-Spiked Videopods (EP75): Obliterating Mainstream Macro Narratives: Natural Gas



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 th…


Published on 2 months, 3 weeks ago

Super-Spiked Videopods (EP74): What’s In. What’s Out. A Check-In on Big Themes for 2025

Super-Spiked Videopods (EP74): What’s In. What’s Out. A Check-In on Big Themes for 2025



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 c…


Published on 2 months, 4 weeks ago





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