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As long-time Super-Spiked subscribers know, we are not about “hot takes” on the issue of the day. With that said, it’s been an incredible first week and a half since the US inaugurated its 47th president. A fire hose of Trump-driven news has instantly recast global narratives around energy and geopolitics as well as as a host of other topics we don’t normally cover in Super-Spiked. The World Economic Forum’s Davos gathering happened last week. And DeepSeek, a Chinese AI program in the spirt of ChatGPT and related programs, burst onto the scene after its US iPhone app went viral last weekend, upending stock markets and in particular anything and everything related to the A.I. trade. We are going to try our best to put this torrent of news flow in the context of what it might mean for the longer-term trends and outlook for the energy that is our bread and butter.

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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.

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