Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We continue our series of “long takes” amidst the macro mess we are slogging through and wanted to hit upon a couple of observations coming out of a surprisingly interesting quarterly earnings season that we think are relevant as corporates and investors think through long-term implications and opportunities. The first comes courtesy of Diamondback Energy: Is US shale oil peaking? And if it is, what does that mean for the energy macro. The second comes from Next Era Energy which made some interesting remarks about the relative economics of various generation sources juxtaposed against massive US power demand growth. The first two points then lead to the obvious question of how should companies think about business evolution, M&A and strategy during a period of uncertainty and turmoil to best position themselves for the decade ahead. For investors, who and what do you want to own?🔔 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. 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