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This week's Super-Spiked video podcast is a discussion on risk taking and future capital availability for traditional energy companies of all shapes and sizes. If you are a public company, we appreciate that it is really difficult to buck the austerity demanded by shareholders. However, an inherently Super Vol macro backdrop and that very hesitancy toward new capital formation in the sector will undoubtedly lead to interesting risk/reward investment opportunities that some will look to capitalize on. Companies that look best positioned today to take advantage of potential opportunities include those that are privately-owned, though not necessarily private equity backed, as well as national oil companies (NOCs).

Finally, we discuss our view that EU climate & energy policies as well as the Glasgow Alliance For Net Zero (GFANZ) is likely to put downward pressure on capital availability for traditional energy. In my view, no company in any region is immune from these pressures and understanding the direct or trickle down effects to your bank and insurance group is critical.

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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.

* This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.

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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