Super-Spiked Videopods (EP24): Transitioning The Energy Transition To a Rest of World Focus

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.This week we provide a video update on our view about the need for "energy transition" as a concept to itself transition to one that is focused on meeting the energy supply needs of the 7 billion people that live outside of the United States, Canada, Europe, and Japan. We discuss our ongoing concerns about risks to financing needed energy supply, which is now materializing in Africa. We highlight that energy transition will likely be approached by countries as meeting a hierarchy of needs, with availability coming first followed by affordability followed by geopolitical security followed by environmental and climate considerations. With that said, an analysis of commodity supply/demand indicates there is a role for both efficiency and new technologies to play in areas that lack sufficient oil, natural gas, or coal supplies.🔔 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 ofSuper-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.⚖️DisclaimerI 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.Subscribe to Super-Spiked to receive all content via email and interact directly with me. Also available at https://veriten.com. 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