Super-Spiked Podcast
Super-Spiked Podcast 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 arjunmurti.substack.com
Episodes (104)
EP100: Immutable Themes and Reframing Macro Scenarios
Super-Spiked Podcast
EP99: Long-Takes: Iran, UAE & OPEC, Canada
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Energy Tech, Convergence, and the Hyperscalers
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EP98: A New Era of Geopolitical Super Vol
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EP97: Peace Sells, We Are Buying
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EP96: CERAWeek 2026 Takeaways
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EP95: Q&A on Long-Term Impacts of War in Iran
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Super-Spiked Videopods (EP94): Strait of Hormuz: Assesssing Impacts on Oil, LNG
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Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran
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Super-Spiked Videopods (EP92): Long-Takes From The Road: Terminal Value
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Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"
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Super-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?
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Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk
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Super-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil Markets
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Super-Spiked Videopods (EP87): Good Call-Bad Call For 2025 Tactical Questions
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Super-Spiked Videopods (EP86): A Look Back on Our “Big Themes for 2025”
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Super-Spiked Videopods (EP85): Long-Takes From The Road: The Middle East
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Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?
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Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycle...
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Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!
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Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero Wor...
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Super-Spiked Videopods (EP80): Long-Takes from The Road: Macro Scenarios, Contra...
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Super-Spiked Videopods (EP79): Traditional Energy Profitability: Closer To Troug...
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Super-Spiked Videopods (EP78): Long-Takes From The Road: Policy Shifts, Non-Glut...
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Super-Spiked Videopods (EP77): The Misunderstood Unwind of OPEC Quota Cuts
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Super-Spiked Videopods (EP76): Are Underlying Oil Balances Less Bearish Than Fea...
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Super-Spiked Videopods (EP75): Obliterating Mainstream Macro Narratives: Natural...
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Super-Spiked Videopods (EP74): What’s In. What’s Out. A Check-In on Big Themes f...
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Super-Spiked Videopods (EP73): Mid-Year Check-In on Top 10 Tactical Questions fo...
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Super-Spiked Videopods (EP72): Obliterating Peak Oil Demand: FAQ
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Super-Spiked Videopods (EP71): "Some Of The Above": A Preview
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Super-Spiked Videopods (EP70): Themes and Research Ideas for 2H2025
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Super-Spiked Videopods (EP69): Long Takes on Israel-Iran
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Super-Spiked Videopods (EP68): FAQs: Wishy-Washy Oil Commentary, Post-Shale Biz...
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Super-Spiked Videopods (EP67): Lagging Oil and an Evolving Industry Structure
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Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power...
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Super-Spiked Videopods (EP65): Self Versus External Activism
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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 Mes...
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Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspec...
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Super-Spiked Videopods (EP61): CERAWeek Takeaways: Pragmatism Meets an Uncertain...
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Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities
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Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Fi...
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Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47
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Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on o...
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Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era...
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Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
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Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
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Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections
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Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
Super-Spiked Podcast