Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran
Автор: Super-Spiked by Arjun Murti
Загружено: 2026-03-07
Просмотров: 1187
Описание:
We are coming to you from Houston following my participation earlier this week at the Aspen Institute's Winter Energy Forum. This week we provide thoughts on Iran and the latest Middle East conflict. As usual, our focus is on what the long-term implications could be for companies and investors. Our ten initial long-term takeaways are as follows:
1 - Super Vol remains our commodity macro mantra.
2 - Middle East turmoil now as relevant to LNG as crude oil.
3 - Overhyped oil glut call.
4 - Energy source/technology diversification is a must for countries.
5 - Renewables and other new energies will continue to gain traction.
6 - The case for coal.
7- The case for Canada.
8 – Use unexpected free cash flow to reinforce fortress balance sheets.
9 - Undisruptable oil, gas, coal, copper, and critical minerals.
10 - Commerce over chaos and a brighter future for the Middle East.
For all Super-Spiked content, follow me at https://arjunmurti.substack.com or at https://veriten.com.
X (Twitter): @ArjunNMurti
DISCLAIMER
My views are my own and not attributable to any current or past affiliation.
CREDITS
Intro & Outro music: Wolf Hoffman on Apple Music: 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.
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