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Arjun Murti

Energy expert and analyst

Arjun Murti is a renowned energy expert and analyst. He has spent over two decades working in the energy industry, including 22 years as a sell- and buy-side energy equity research analyst at Goldman Sachs, J.P. Morgan Investment Management, and Petrie Parkman & Co. He has also served as an independent board member of ConocoPhillips and a senior advisor at Warburg Pincus. Arjun has a deep understanding of the energy...

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Chronological feed

Recent appearances

Showing last 20 episodes
EP100: Immutable Themes and Reframing Macro ScenariosSuper-Spiked PodcastMay 9, 202625:04HostEP99: Long-Takes: Iran, UAE & OPEC, CanadaSuper-Spiked PodcastMay 2, 202619:06HostEnergy Tech, Convergence, and the HyperscalersSuper-Spiked PodcastApr 25, 202623:47HostEP98: A New Era of Geopolitical Super VolSuper-Spiked PodcastApr 18, 202632:10HostEP97: Peace Sells, We Are BuyingSuper-Spiked PodcastApr 11, 202628:20HostEP96: CERAWeek 2026 TakeawaysSuper-Spiked PodcastMar 28, 202623:11HostEP95: Q&A on Long-Term Impacts of War in IranSuper-Spiked PodcastMar 21, 202636:15HostSuper-Spiked Videopods (EP94): Strait of Hormuz: Assesssing Impacts on Oil, LNGSuper-Spiked PodcastMar 14, 202635:17HostSuper-Spiked Videopods (EP93): Long-Take From The Road: War in IranSuper-Spiked PodcastMar 7, 202617:17HostSuper-Spiked Videopods (EP92): Long-Takes From The Road: Terminal ValueSuper-Spiked PodcastFeb 28, 20268:07HostSuper-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"Super-Spiked PodcastFeb 14, 202618:59HostSuper-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?Super-Spiked PodcastFeb 7, 202622:28HostSuper-Spiked Videopods (EP89): Long-Takes From The Road: Taking RiskSuper-Spiked PodcastJan 31, 202611:39HostSuper-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil MarketsSuper-Spiked PodcastJan 17, 202623:49HostSuper-Spiked Videopods (EP87): Good Call-Bad Call For 2025 Tactical QuestionsSuper-Spiked PodcastDec 20, 202530:25HostSuper-Spiked Videopods (EP86): A Look Back on Our “Big Themes for 2025”Super-Spiked PodcastDec 13, 202523:12HostSuper-Spiked Videopods (EP85): Long-Takes From The Road: The Middle EastSuper-Spiked PodcastNov 22, 202510:42HostSuper-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?Super-Spiked PodcastNov 15, 202525:39HostSuper-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-CyclesSuper-Spiked PodcastNov 8, 202513:31HostSuper-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!Super-Spiked PodcastOct 25, 20258:40Host