About this episode
For Super-Spiked subscribers that prefer that written posts, this week we are including for the first time a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using blue Download button below.DOWNLOAD a pdf of the slide deck using the blue Download button below.This week we dive into the global macro picture around the power super cycle theme, what we are calling Power Surge! There is a lot of attention especially here in the U.S. about the domestic opportunity set. We share that enthusiasm but view the power super cycle as a global theme as well.Some of the major questions we hope to address either in this video podcast or in future weeks include: Does a power super-cycle imply an acceleration in global GDP growth like we saw 20 years ago with the China/BRICs expansion theme? Will a power super-cycle lift all energy boats or just some? What might be the drivers of different energy sources doing better or worse than expected in the coming decade? And finally what are the best ways for corporates and investors to play the power super-cycle theme? This week we focus on: (1) global trends in power vs oil demand; (2) regional variations in growth. Key messages: (1) the idea that we will have a power super-cycle but plateauing oil demand is non-sensical...both will grow (2) US appears to be joining notable emerging markets as a pro-growth region.? 4 Ways to Subscribe* All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday.Subscribe to Super-Spiked to receive all content via email.* Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast.* YouTube channel for video only: You can subscribe directly to the video feed ofSuper-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Mur
