Super-Spiked Podcast

Arjun Murti

Super-Spiked Podcast focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities arjunmurti.substack.com

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Super-Spiked Podcast

Episodes (106)

Today SoH Crisis Drags On, But Some Thematic Clarity Emerging (EP216)
Sat May 16th EP215: Long-Takes: What can E&Ps learn from US refiners amidst a Geopolitical Super Vol macro backdrop?
Sat May 9th EP100: Immutable Themes and Reframing Macro Scenarios

Super-Spiked Podcast

May 30, 2026
18¼ minutes
17 MB

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the button the play button above. As the Strait of Hormuz (SoH) Crisis completes its third month and on-again/off-again peace talks drag on, we are starting to see the outlines of various structural themes emerging, and, as importantly, some that are not. Thematically we see the following: * Power Surge! Our Power Surge! super-cycle theme has not only not been knocked off track by the SoH Crisis, but has...

Super-Spiked Podcast

SoH Crisis Drags On, But Some Thematic Clarity Emerging (EP216)

Arjun Murti

00:00 -18:12