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Super-Spiked

Arjun Murti

Super-Spiked is about the messy energy transition era and the clash of energy commodity & equity markets with climate policy, ESG initiatives, and geopolitics.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues145SubscribersRead arjunmurti.substack.com

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#164
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Super-Spiked Videopods (EP50): Live from St Andrews: 50th VideoPod Special

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

19 days ago
8
6

FAQ on A Slowing China’s Impact on the Oil & Refining Macro

We follow-up on last week’s Next 10 Years of Perpetual Transition: China post (here), with ten frequently asked questions on China and our macro perspectives.

a month ago
32
20

Next 10 Years of Perpetual Transition: China

We ended summer with a trio of video podcasts that evaluated the last 30 years of “perpetual transition” in the energy sector through the lens of the broad energy macro (here), sectors & corporate strategy (here), and geopolitics & policy (...

a month ago
27
10

Super-Spiked Videopods (EP49): 30 Years of Perpetual Transition: Geopolitics & Policy

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

2 months ago
10
2

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Authors

The writers behind this newsletter.

  • Arjun Murti

    Arjun has researched global energy markets for over 30 years, primarily as a macro/equities analyst at major Wall Street firms. The views expressed are his own and not attributable to any current or past affiliations.

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