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

Page: https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep78-long-takes-from-the-road-policy-shifts-non-glutted-oil-markets-and-turning-the-tide
Text version: https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep78-long-takes-from-the-road-policy-shifts-non-glutted-oil-markets-and-turning-the-tide.md
Podcast: [Super-Spiked Podcast](https://stenobird.com/podcast/super-spiked-podcast-4587357)
Published: 2025-09-20T13:00:00+00:00
Episode link: https://arjunmurti.substack.com/p/super-spiked-videopods-ep78-long
Audio file: https://api.substack.com/feed/podcast/173989428/bb3fc7aaf47d55daba610a9e177d724b.mp3
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/super-spiked-podcast-4587357/episodes/super-spiked-videopods-ep78-long-takes-from-the-road-policy-shifts-non-glutted-oil-markets-and-turning-the-tide
Duration seconds: 457

## Resource

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…

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## Transcript

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