An immensely tired & uninformed take. Canada currently: - exports >4x Venezuelan crude shipments - that supply is linked to American refineries by pipelines that travel one direction (south) - no one is rushing into Venezuela to roll the dice *again* on whoever replaces Maduro

Now Live: Super-Spiked 111: Big Themes for 2026: Up and To The Right⚡ Welcome to 2026! We kick off the year highlighting the Big Themes we expect to dominate the year ahead. Our multi-year mega themes are unchanged: ▪️Everyone on Earth deserves to be energy rich. ▪️Power

Fantastic opening panel at American Petroleum Institute State of American Energy event with Kevin Book Bob McNally arjun⚡️murti and Dustin Meyer. 🙌

Now Live: Super-Spiked VideoPods (EP88): Geopolitical Pragmatism and Crude Oil Markets⚡ 2026 kicked off with the dramatic news of the US's incursion into Venezuela and capture of its president Nicolas Maduro. Protests against the ruling regime in Iran have also captured the

“For the first time in our lifetime, it’s not oil driving the energy super cycle, it’s power markets.” arjun⚡️murti 3.0's arjun⚡️murti joins Setting Course to share the key themes he has his eye on for 2026 — including the electrical power super cycle. smartermarkets.media/setting-course…

WEEKEND LISTENING. Always a pleasure to join David Greely on Smarter Markets to discuss energy demand, geopolitics, new and old technologies, and more. Veriten

The forces putting power markets at the center of today’s energy system extend far beyond data centers, arjun⚡️murti — partner at Veriten and publisher of arjun⚡️murti 3.0 — says, pointing to electrification, aging grids and the digitization of industrial systems beyond AI.

Now Live: Super-Spiked 112: Big Themes for 2026: Top Ten Tactical Predictions for 2026⚡ On January 10 we published our Big Themes for 2026 and, as promised, we are following up with our specific predictions for the year. This year we adjust the approach to our tactical calls to

The Northeast is burning oil and coal to keep the lights on during this winter storm. Why? Because they don't have enough natural gas pipeline capacity. And they don't have pipeline capacity because they spent a decade blocking every proposal. Some examples: Constitution

Now Live: Super-Spiked VideoPods (EP89): Long-Takes From The Road: Taking Risk ⚡ We are just back from nine days on the road across the western U.S. and British Columbia. A key theme we highlighted at both the Goldman Sachs energy conference in Miami earlier this month and at a

The oil glut story is wrong, says arjun⚡️murti Oil is near the bottom with AI power needs, reshoring & developing country demand Companies should take risk again 👇 youtube.com/watch?v=f2oF_v… #oil #gas #energy #markets #investing #AI #reshoring

Today on #COBT we were delighted to welcome Jim Murchie, Co-Founder, Co-Portfolio Manager, and CEO of Energy Income Partners. Prior to co-founding EIP, Jim’s career in power and electricity included establishing Lawhill Capital, serving as a Managing Director at Tiger Management

Now Live: Super-Spiked VideoPods (EP90): Picture Show: AI to Power To Metals to Oil?⚡ This week we have some fun with Bloomberg pictures we created that highlight the information one can sometimes glean about traditional energy from other commodity markets like copper and other

Now Live: Super-Spiked VideoPods (EP91): Long-Takes From The Road: FAQ On "Take Risk"⚡ We are still in road warrior mode, having only been at our primary residence for 13 of the first 45 days of 2026. Though I have to say, industry events this year in Miami, Whistler, and Cabo

In recognition of #NAPE week in Houston, we are delighted to welcome back David Bat, President of Kimberlite Research, to explore the latest OFS activity, trends, and technologies. David brings more than 30 years of experience spanning upstream, power, and oilfield research.

Now Live: Super-Spiked 113: Undisruptable: Oil, Natural Gas, Coal, Copper, and Critical Minerals That Underpin A.I. and Geopolitical Competition⚡ As software goes from eating the world to destroying coding jobs and potentially rock star SAAS (software-as-a-service) companies,

Now Live: Super-Spiked VideoPods (EP92): Long-Takes From The Road: Terminal Value⚡ We would encourage those of you that only listen to or watch the video podcasts to read our written post from last week (here: veriten.com/stream/super-s…), as we plan to be more inclusive of coal,