In this video I address the age-old question: “Are we at peak for traditional energy?” This is a question always asked after seemingly every rally irrespective of the broader backdrop: structural bull, structural bear, cyclical or seasonal rally. If you want to skip the 17 minute video, the short answer (SPOILER ALERT) is “No, I do not believe we are anywhere near the peak of the structural energy upcycle.”

I would also like to wish everyone a Happy Holiday season. This will likely be the last Super-Spiked post for 2022. See you in 2023!!!

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⚖️Disclaimer

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.

📜 Credits

* Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.

* Exhibit sources: All exhibits were previously published December 3, 2022 (Where Are We in the Energy Cycle, A Framework) or December 10, 2022 (Attracting Capital Back To Energy: Q&A and Clarifications). Sources include Bloomberg, S&P CapitalIQ, and Super-Spiked.

* This episode of Super-Spiked Videopods was created and lightly directed, edited, and produced by Super-Spiked Productions.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com