EP226: End of Summer Macro Thoughts

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We have another audio only post as we enter the final stretch of summer. Our next episode will most likely be the Saturday following Labor Day. This week we want to share various observations about the energy macro, policy, and corporate strategy—the core topics we focus on with Super-Spiked—that have come up in various events or meetings we’ve attended or in reaction from many of you to prior episodes.

Six points to go through:

* Natural gas as a through theme for all aspects of where we are in energy and power

* Legacy Auto OEMs seem bad at autonomous mobility

* Being in a Peer Group of 1

* Under-appreciated areas of energy

* Geopolitical necessity provides clarity of purpose to energy policy

* How will any country overcome China’s overwhelming manufacturing dominance in numerous areas?

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