Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran

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We are coming to you from Houston following my participation earlier this week at the Aspen Institute’s Winter Energy Forum. This week we provide thoughts on Iran and the latest Middle East conflict. As usual, our focus is on what the long-term implications could be for companies and investors. Our ten initial long-term takeaways are as follows:

1 - Super Vol remains our commodity macro mantra.

2 - Middle East turmoil now as relevant to LNG (liquefied natural gas) as crude oil.

3 - Overhyped oil glut call.

4 - Energy source/technology diversification is a must for countries.

5 - Renewables and other new energies will continue to gain traction.

6 - The case for coal.

7- The case for Canada.

8 – Use unexpected free cash flow to reinforce fortress balance sheets.

9 - Undisruptable oil, gas, coal, copper, and critical minerals.

10 - Commerce over chaos and a brighter future for the Middle East.

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📜 Credits

* Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.

* This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.

⚖️Disclaimer

I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com