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Energy Dominance: Can Any Country Counter China’s Power Market Lead?
Power Surge!
 • Arjun Murti
Super-Spiked Videopods (EP85): Long-Takes From The Road: The Middle East
Navigating The Energy Macro
 • Arjun Murti
10:41
Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?
Watch now (26 mins) | Power Surge!
 • Arjun Murti
25:38
Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles
Power Surge!
 • Arjun Murti
13:31
Power Surge! The Third Energy Super-Cycle Of Our Lifetime
Power Surge!
 • Arjun Murti
Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!
Navigating The Energy Macro
 • Arjun Murti
8:39
Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World
Watch now | Sustainability
 • Arjun Murti
33:52
Super-Spiked
Super-Spiked
Super-Spiked 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
Power Surge!
Energy Dominance: Can Any Country Counter China’s Power Market Lead?
Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?
Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles
Power Surge! The Third Energy Super-Cycle Of Our Lifetime
Obliterating Peak Oil Demand
Pushing Back on Anti-Oil & Gas Macro Biases In Shorter-Term Analyses
Super-Spiked Videopods (EP76): Are Underlying Oil Balances Less Bearish Than Feared?
Super-Spiked Videopods (EP75): Obliterating Mainstream Macro Narratives: Natural Gas
Super-Spiked Videopods (EP72): Obliterating Peak Oil Demand: FAQ
Obliterating Peak Oil Demand: OPEC WOO vs IEA WEO & NZ0
Q&A and Clarifications on Everyone on Earth Being Energy Rich
Super-Spiked Videopods (EP41): Oil’s Peak Demand: Everyone Is Rich
Obliterating Peak Oil Demand: A Progress Update
Everyone Deserves To Be Energy Rich
Reflections on the End of The Energy Transition™ Era
Energy First: A Healthy Reprioritization of Our Priorities
Navigating The Energy Macro
Big Themes for 2026: Up and To The Right
FAQ On Traditional Energy Being in Bottoming Phase of 2+ Year Mini-Downcycle
Super-Spiked Videopods (EP79): Traditional Energy Profitability: Closer To Trough Than Peak
Super-Spiked Videopods (EP77): The Misunderstood Unwind of OPEC Quota Cuts
AI & Energy.GPT
AI-Driven Convergence: Energy, Power, and Technology
Will AI Be Our Salvation Toward A Healthier Energy Evolution?
Corporate Strategy
The G-Word (Growth) and Through-Cycle Outperformance
Earning The Right To Grow
Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
Geopolitics & Policy
Underlying Oil Market Fundamentals Matter Far More Than Middle East Supply Disruptions Over The Long Run
Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
Lessons Learned
Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance
Dumb Calls I Made as a Street Analyst
Sustainability
Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World
If ESG Reporting Disappeared, Would Most Investors Care?
What Does “Energy Pragmatism” Mean for Climate & Sustainability?
Perpetual Transition
FAQ on A Slowing China’s Impact on the Oil & Refining Macro
Next 10 Years of Perpetual Transition: China
30 Years of Perpetual Transition: Geopolitics & Policy
30 Years of Perpetual Transition: Sectors
30 Years of Perpetual Transition: Macro
Profitability Deep Dive
Super-Spiked Videopods (EP40): CROCI Deep Dive Discussion
Diving Deeper Into CROCI, A Cash Returns Complement To ROCE
The Rise of The Energy Pragmatism Era
Super-Spiked Videopods (EP71): "Some Of The Above": A Preview
The Rise of The Energy Pragmatism Era
Streams
IEF Riyadh Event (2025-11-20)
Zero Hedge (2025-10-29)
Oil Ground Up (2025-10-24)
Energy Thinks (2025-09-11)
CGEP (2025-07-01)
Trevor Rose (2025-03-13)
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