Super-Spiked Podcast

Super-Spiked Videopods (EP39): The New Energy Transition Narratives


Listen Later

WATCH the video on YouTube by clicking the RED button above.

LISTEN to audio only via the Substack player by clicking the BLUE button above.

STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.

DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.

We spent this past week in Houston attending CERAWeek 2024. It was another great event; thank you and congratulations to everyone at S&P Global for hosting and putting on a great show!

Coming out of last year’s event, our key theme was “The Energy Transition Needs To Transition” away from an obsessive focus on only counting carbon to one that centered itself around meeting the massive unmet energy needs of everyone on Earth with affordable, reliable, and geopolitically secure energy, which in turn would better enable environmental objectives to be met. A year later, we see “green shoots” that a healthier energy evolution era is emerging and that “The New Energy Transition Narratives” we discuss in this week’s videopod are increasingly aligned with our framing.

Energy demand is increasing nearly everywhere with all energy sources and a host of both traditional and new technologies. The developing world appears to be gaining confidence to go its own way, with diminishing western world influence. And the new trend of artificial intelligence (AI)-driven power demand growth is waking the US up to the needs for an “all of the above” energy approach if we are to have reliable and growing power generation. See our post from last week, “Will AI Be Our Salvation To A Healthier Energy Evolution?” (here).

We see the potential for new business models, collaborations, and partnerships across energy value chains and between energy suppliers and users (Tech and Industrial sectors in particular) to be a likely future trend. It is about as interesting and dynamic of a period in the energy sector as we can remember over our 32-year career.

We would like to wish everyone that celebrates a Happy Easter. We too will be enjoying the long weekend and will publish our next Super-Spiked in two weeks.

🔔 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 and directly interact with me. Also available at https://veriten.com.

* Veriten: You can now also subscribe to Super-Spiked content via the Veriten website (here) and also receive Veriten’s flagship COBT video podcast.

* YouTube channel for video only: You can subscribe directly to the video feed of

Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti.

* Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos.

⚖️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.



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
...more
View all episodesView all episodes
Download on the App Store

Super-Spiked PodcastBy Arjun Murti

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings


More shows like Super-Spiked Podcast

View all
Energy Gang by Wood Mackenzie

Energy Gang

1,252 Listeners

Oil and Gas This Week by Mark LaCour & Paige Wilson

Oil and Gas This Week

534 Listeners

Odd Lots by Bloomberg

Odd Lots

1,780 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,059 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

385 Listeners

Oil Markets by S&P Global Commodity Insights

Oil Markets

29 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

669 Listeners

ARC ENERGY IDEAS by ARC ENERGY RESEARCH INSTITUTE

ARC ENERGY IDEAS

27 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

88 Listeners

The HC Commodities Podcast by Paul Chapman, HC Group

The HC Commodities Podcast

153 Listeners

Decouple by Dr. Chris Keefer

Decouple

136 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

99 Listeners

C.O.B. Tuesday by Veriten

C.O.B. Tuesday

34 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

99 Listeners