Super-Spiked Podcast
Business

Super-Spiked Podcast

by Arjun Murti

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

99 episodes
EN language
All Episodes
1
EP96: CERAWeek 2026 Takeaways
23:11 Mar 28, 2026
2
EP95: Q&A on Long-Term Impacts of War in Iran
36:15 Mar 21, 2026
3
Super-Spiked Videopods (EP94): Straight of Hormuz: Assesssing Impacts on Oil, LNG
35:17 Mar 14, 2026
4
Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran
17:17 Mar 7, 2026
5
Super-Spiked Videopods (EP92): Long-Takes From The Road: Terminal Value
8:07 Feb 28, 2026
6
Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"
18:59 Feb 14, 2026
7
Super-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?
22:28 Feb 7, 2026
8
Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk
11:39 Jan 31, 2026
9
Super-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil Markets
23:49 Jan 17, 2026
10
Super-Spiked Videopods (EP87): Good Call-Bad Call For 2025 Tactical Questions
30:25 Dec 20, 2025
11
Super-Spiked Videopods (EP86): A Look Back on Our “Big Themes for 2025”
23:12 Dec 13, 2025
12
Super-Spiked Videopods (EP85): Long-Takes From The Road: The Middle East
10:42 Nov 22, 2025
13
Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?
25:39 Nov 15, 2025
14
Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles
13:31 Nov 8, 2025
15
Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!
8:40 Oct 25, 2025
16
Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World
33:52 Oct 18, 2025
17
Super-Spiked Videopods (EP80): Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase
12:43 Oct 11, 2025
18
Super-Spiked Videopods (EP79): Traditional Energy Profitability: Closer To Trough Than Peak
36:43 Sep 27, 2025
19
Super-Spiked Videopods (EP78): Long-Takes From The Road: Policy Shifts, Non-Glutted Oil Markets, and Turning The Tide
7:37 Sep 20, 2025
20
Super-Spiked Videopods (EP77): The Misunderstood Unwind of OPEC Quota Cuts
29:17 Sep 13, 2025
21
Super-Spiked Videopods (EP76): Are Underlying Oil Balances Less Bearish Than Feared?
14:02 Aug 23, 2025
22
Super-Spiked Videopods (EP75): Obliterating Mainstream Macro Narratives: Natural Gas
25:01 Aug 16, 2025
23
Super-Spiked Videopods (EP74): What’s In. What’s Out. A Check-In on Big Themes for 2025
31:15 Aug 9, 2025
24
Super-Spiked Videopods (EP73): Mid-Year Check-In on Top 10 Tactical Questions for 2025
17:37 Aug 2, 2025
25
Super-Spiked Videopods (EP72): Obliterating Peak Oil Demand: FAQ
25:33 Jul 26, 2025
26
Super-Spiked Videopods (EP71): "Some Of The Above": A Preview
31:48 Jul 12, 2025
27
Super-Spiked Videopods (EP70): Themes and Research Ideas for 2H2025
25:19 Jun 28, 2025
28
Super-Spiked Videopods (EP69): Long Takes on Israel-Iran
12:35 Jun 14, 2025
29
Super-Spiked Videopods (EP68): FAQs: Wishy-Washy Oil Commentary, Post-Shale Biz Model Opportunities
22:54 Jun 7, 2025
30
Super-Spiked Videopods (EP67): Lagging Oil and an Evolving Industry Structure
19:51 May 31, 2025
31
Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition
20:36 May 10, 2025
32
Super-Spiked Videopods (EP65): Self Versus External Activism
27:04 May 3, 2025
33
Super-Spiked Videopods (EP64): Long-Takes On A Macro Mess, 1 Week Later
18:33 Apr 12, 2025
34
Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro
12:23 Apr 5, 2025
35
Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives
29:26 Mar 29, 2025
36
Super-Spiked Videopods (EP61): CERAWeek Takeaways: Pragmatism Meets an Uncertain Reality
24:40 Mar 15, 2025
37
Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities
35:03 Mar 1, 2025
38
Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Firehose
28:53 Feb 15, 2025
39
Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47
22:06 Feb 1, 2025
40
Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025
30:06 Jan 18, 2025
41
Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance
25:45 Dec 14, 2024
42
Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
28:39 Nov 23, 2024
43
Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
28:54 Nov 9, 2024
44
Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections
26:15 Nov 2, 2024
45
Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
20:18 Oct 19, 2024
46
Super-Spiked Videopods (EP51): Copper, Crude, China, Normalization
20:48 Oct 5, 2024
47
Super-Spiked Videopods (EP50): Live from St Andrews: 50th VideoPod Special
12:40 Sep 21, 2024
48
Super-Spiked Videopods (EP49): 30 Years of Perpetual Transition: Geopolitics & Policy
31:24 Aug 24, 2024
49
Super-Spiked Videopods (EP48): 30 Years of Perpetual Transition: Sectors
28:45 Aug 17, 2024
50
Super-Spiked Videopods (EP47): 30 Years of Perpetual Transition: Macro
21:11 Aug 10, 2024
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