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 <br/><br/><a href="https://arjunmurti.substack.com?utm_medium=podcast">arjunmurti.substack.com</a>

Super-Spiked Podcast
Claim This Podcastby Arjun Murti
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Podcast Overview
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 <br/><br/><a href="https://arjunmurti.substack.com?utm_medium=podcast">arjunmurti.substack.com</a>
Language
🇺🇲
Publishing Since
12/21/2021
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Recent Episodes

May 16, 2026
EP215: Long-Takes: What can E&Ps learn from US refiners amidst a Geopolitical Super Vol macro backdrop?
Arjun Murti interviews industry experts on how E&Ps can apply historical US refiner valuation frameworks to today's volatile geopolitical landscape.

May 9, 2026
EP100: Immutable Themes and Reframing Macro Scenarios
<p><strong>WATCH</strong> the video on Substack by clicking the play button above or on YouTube (<a target="_blank" href="https://www.youtube.com/@super-spiked">here</a>).</p><p><strong>STREAM</strong> audio only on Apple Podcasts (<a target="_blank" href="https://podcasts.apple.com/us/podcast/super-spiked-podcast/id1599740437">here</a>), Spotify (<a target="_blank" href="https://open.spotify.com/show/1qNFqvxdZUR1UXkDmDQXl2?si=57a15fbc810740c6">here</a>), or your favorite podcast player app.</p><p><strong>DOWNLOAD</strong> a pdf of a moderately edited transcript and the slide deck using the blue Download buttons below.</p><p>This is the 100th Super-Spiked video podcast. We’ve also had an additional 114 written posts that for no obvious reason we account for with its own numbering system, a point that we are sure is of interest to no one and we will merge going forward in case you are wondering why we’ll jump to #215 next week. In celebration of our 100th episode, we recorded this a week early ahead of a guy’s golf trip to Scotland, where we’ll be playing Turnberry, Prestwick, Royal Troon, and Western Gailes. 8 rounds in 5 days is way to ambitious for a bunch of guys in their upper 50s. More on that in the On A Personal Note at the end of this video. </p><p>Our key focus this week will be discussing how we think the world should think about energy macro scenarios. It should not surprise anyone that we do not believe the world will go back to viewing CO2 as an organizing principle for energy. We have been asked if not “net zero” then what? We attempt to answer that question this week. We start off by taking a look at the key themes from 2022 at the start of Super-Spiked. Those initial themes have stood the test of time. </p><p>This 100th episode is targeted at a combination of corporate executives, board members, policy people, and the macro economics and sustainability people within companies. It’s probably not for everyone, but that has been one of our philosophies. We are not looking to maximize views of Super-Spiked. We hope it will be accessible to everyone, but this one in particular is aimed at a smaller subset of key decision makers. </p><p>0:00 Introduction</p><p>2:06 Our Key Themes from 2022 Have Stood the Test of Time</p><p>11:40 Won’t Net Zero Make a Comeback in 2028?</p><p>17:31 If Not Net Zero, Then What?</p><p>21:46 How Should Energy Macro Scenarios Be Reframed? </p><p>23:30 On A Personal Note</p><p><strong>📜 Credits</strong></p><p>* Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.</p><p>* This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.</p><p><strong>⚖️Disclaimer</strong></p><p>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.</p><p><p>Subscribe to receive all content. Also available at Veriten.com.</p></p><p></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://arjunmurti.substack.com?utm_medium=podcast&utm_campaign=CTA_1">arjunmurti.substack.com</a>

May 2, 2026
EP99: Long-Takes: Iran, UAE & OPEC, Canada
<p><strong>WATCH</strong> the video on Substack by clicking the play button above or on YouTube (<a target="_blank" href="https://www.youtube.com/@super-spiked">here</a>).</p><p><strong>STREAM</strong> audio only on Apple Podcasts (<a target="_blank" href="https://podcasts.apple.com/us/podcast/super-spiked-podcast/id1599740437">here</a>), Spotify (<a target="_blank" href="https://open.spotify.com/show/1qNFqvxdZUR1UXkDmDQXl2?si=57a15fbc810740c6">here</a>), or your favorite podcast player app.</p><p><strong>DOWNLOAD</strong> a pdf of a moderately edited transcript and the slide deck using the blue Download buttons below.</p><p>This week we have some quick comments on a trio of topics including (1) macro risk/reward at the two-month anniversary of the Strait of Hormuz being closed, (2) UAE’s decision to withdraw from OPEC, and (3) the attractiveness of Canada for energy investment. All these themes fit well within our Geopolitical Super Vol theme. </p><p>0:00 Introduction </p><p>0:42 Macro risk/reward at the 2-month anniversary of the Strait of Hormuz being closed </p><p>8:27 UAE’s decision to withdraw from OPEC </p><p>13:08 The attractiveness of Canada for energy investment. </p><p>17:45 On A Personal Note</p><p><p>Subscribe to receive all content. Also available at Veriten.com.</p></p><p><strong>📜 Credits</strong></p><p>* Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.</p><p>* This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.</p><p><strong>⚖️Disclaimer</strong></p><p>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.</p><p><p>Subscribe to receive all content. Also available at Veriten.com.</p></p><p></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://arjunmurti.substack.com?utm_medium=podcast&utm_campaign=CTA_1">arjunmurti.substack.com</a>
103 total episodes available with 18 transcripts
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- What is Super-Spiked Podcast?
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This podcast updates weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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