Super-Spiked Videopods (EP42): Pushbacks and Random Thoughts

We are just back from 8 straight days on the road, so this is going to be a short video podcast that touches upon three themes: (1) pushback on our view that the total addressable market (TAM) for oil is at least double current demand; (2) perspectives on the NVIDIA-like move in merchant power generator equities; and (3) a preview of what's next for the now controversial term "energy transition"? Next weekend we will be enjoying the long Memorial Day holiday, with Super-Spiked returning the first Saturday in June. Enjoy!
For all Super-Spiked content, follow me at arjunmurti.substack.com or at veriten.com.
Twitter: @ArjunNMurti
DISCLAIMER
My views are my own and not attributable to any current or past affiliation.
CREDITS
Intro & Outro music: Wolf Hoffman on Apple Music: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.
This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.

[@martytayman9138]

One of your best Arjun. Thanks.

[@user-ff5gn5ne8i]

Great insight as always

[@marcusjyoungstrategies8402]

Appreciate your compassionate, positive and yet pragmatic vision of energy in the future. Well thought out vision cast. Would like to hear some good arguments for positive global impact from energy solutions for the developing world, especially those states that can't afford it.

[@tonyg.3696]

Energy followed by bball analysis 😀.

[@user-ff5gn5ne8i]

Long offshore oil companies like sea drill valaris etc