{"podcast":{"title":"Super-Spiked Podcast","slug":"super-spiked-podcast-4587357","podcast_index_feed_id":4587357,"rss_url":"https://api.substack.com/feed/podcast/567871.rss","website_url":"https://arjunmurti.substack.com/podcast","image_url":"https://substackcdn.com/feed/podcast/567871/a9f84a37bcfc56020769a4330e7e19ca.jpg","author":"Arjun Murti","episode_count":113,"summary":"Super-Spiked focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities","last_synced_at":"2026-08-02T12:19:48.525395+00:00","page_url":"https://stenobird.com/podcast/super-spiked-podcast-4587357"},"episode":{"title":"Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!","slug":"super-spiked-videopods-ep82-long-takes-from-the-road-power-surge","published_at":"2025-10-25T13:00:00+00:00","page_url":"https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep82-long-takes-from-the-road-power-surge","show_page_url":"https://stenobird.com/podcast/super-spiked-podcast-4587357","url":"https://arjunmurti.substack.com/p/super-spiked-videopods-ep82-long","audio_url":"https://api.substack.com/feed/podcast/177016885/e0bba2e9948088f8f8749f62003fc348.mp3","summary":"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 just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector. As someone who has spent his career on the other side of energy--i.e., oil & gas--it has been a lot of fun ramping up on the power side of the business. Historically oil & gas and power have been essentially two completely separate industries, each with their own macro drivers, corporate outlooks, and analyst coverage. And while today many differences of course remain, there are a growing number of areas of convergence. In this short video, we will give a few thoughts from our recent travels that we will expand upon in coming months. There are five points we want to highlight: First, we think energy is in the early days of the 3rd major super-cycle in our lifetime. The first was the Arab Oil Embargo years of the 1970s and the second was the Chia/BRICs expansion of the 2000s. Both were at their core crude oil market events. Geopolitical security was the dominant narrative of the 1970s. Billion-person scale emerging market (EM) demand growth characterized the latter. The current super-cycle marries both drivers but it is power, rather than crude oil, that is at the heart of this era. AI datacenters rightfully get a lot of attention. But aging developed market grids that need new investment is also an important trend. Perhaps most importantly, the substantial unmet energy needs of the other 7 billion people on Earth will arguably be the greatest driver of global power demand. This super-cycle is all about global power n…","meta_description":"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 y…","key_points":[],"chapters":[],"topics":[],"duration_seconds":520,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/super-spiked-podcast-4587357/episodes/super-spiked-videopods-ep82-long-takes-from-the-road-power-surge/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep82-long-takes-from-the-road-power-surge.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}