Super-Spiked
Arjun MurtiSuper-Spiked is about the messy energy transition era and the clash of energy commodity & equity markets with climate policy, ESG initiatives, and geopolitics.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 124 | Subscribers | Read | arjunmurti.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Spring Check-In On Growth And Returns
This week we check-in on what in essence are the ultimate drivers of any sector: growth and returns. In our view, traditional energy valuations reflect skepticism on the sustainability of both metrics. Investors have been concerned that “pe...
Super-Spiked Videopods (EP39): The New Energy Transition Narratives
WATCH the video on YouTube by clicking the RED button above.
Will AI Be Our Salvation Toward A Healthier Energy Evolution?
For the first time since Super-Spiked’s creation in November 2021, we see “green shoots” that the world may be ready to evolve to a healthier energy evolution from what has been a “messy energy transition era”—our inspiration for starting S...
Super-Spiked Videopods (EP38): Pragmatizing The Energy Narrative
WATCH the video on YouTube by clicking the RED button above.
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Authors
The writers behind this newsletter.
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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