{"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 (EP93): Long-Take From The Road: War in Iran","slug":"super-spiked-videopods-ep93-long-take-from-the-road-war-in-iran","published_at":"2026-03-07T14:00:00+00:00","page_url":"https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep93-long-take-from-the-road-war-in-iran","show_page_url":"https://stenobird.com/podcast/super-spiked-podcast-4587357","url":"https://arjunmurti.substack.com/p/super-spiked-videopods-ep92-long-e02","audio_url":"https://api.substack.com/feed/podcast/190112163/4a457db30588becb3c1cb469223600a5.mp3","summary":"For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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. DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below. 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 (liquefied natural gas) 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. 🔔 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 . * 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 m…","meta_description":"For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1037,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/super-spiked-podcast-4587357/episodes/super-spiked-videopods-ep93-long-take-from-the-road-war-in-iran/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-ep93-long-take-from-the-road-war-in-iran.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}