Super-Spiked Videopods (EP78): Long-Takes From The Road: Policy Shifts, Non-Glutted Oil Markets, and Turning The Tide

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 have started a heavy Fall travel schedule, with our annual talk at the Oxford Energy Seminar last week and a corporate event in the Rocky Mountains this past week. We wanted to provide a trio of “long-takes” that are jumping out at us: (1) a burst in energy policy rationality and normalization that is being seen from three areas that were previously all in in "The Energy Transition"--California, Canada, and the IEA. (2) we continue to see mounting evidence that fears of an "oil glut" are way overdone, though we likely still need to get through potential shoulder month, seasonal softness over the next 4-8 weeks. Regardless, we believe we are in a bottoming phase for oil-leveraged energy equities which have been very out of favor. (3) A reminder that it is the outlook for returns and growth, not “peak demand” or “oil glut” narratives the IEA or Street analysts, that will drive energy equities.🔔 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 directly via email.* Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast.* YouTube channel for video only: You can subscribe directly to the video feed of Super-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.📜 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.⚖️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. 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