Super-Spiked Videopods (EP12): The Role of Canadian Energy w/ @ArjunNMurti
Super-Spiked by Arjun Murti Super-Spiked by Arjun Murti
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 Published On Aug 13, 2022

This episode of Super-Spiked Videopods was originally recorded on August 7, 2022 on a Twitter Spaces hosted by #COM. This version was lightly edited and produced by Super-Spiked Productions.

Disclaimer: My views are my own and not attributable to any current or past affiliation.

00:00 Welcome and introduction by @sohaibab9
2:15 Introductory comments by @ArjunNMurti focused on why I started Super-Spiked.
7:35 Q @sohaibab9: What is the Role of Canadian energy production in the world stage?
21:00 Q @sohaibab9: Why is there a misperception that Canadian production is high cost and unprofitable especially versus American barrels and other areas?
28:00 Comment from @BJamzz2022, a subsurface SAGD engineer, on how he has looked at full-cycle versus half-cycle economics.
30:40 Q @Bjamz2022: Question on how can ESG considerations can play into securing expanded pipeline export capacity for Canadian oils?
45:45 Q @Albertagarbage, live from an operating SAGD pad: What is outlook for cost of capital for Canadian oils vis-a-vis US oils and potential to develop oil sands resources vs US shale oil?
53:40 Q @sohaibab9: What made you make the original Super-Spike call in 2005? What are the similarities and differences with the outlook today?
1:08:10 Q @heik_energy: What do you think it takes to get the broader market to favor Energy over Tech?
1:13:50 Comment from @heik_energy on 1970s performance on Energy and then an update on what he is up to now.
1:18:15 Q @William39009143 (read by Sohaib): What does Arjun think about cost of capital for industry?
1:24:15 Q @BJamz2022: Is it even possible for CAPEX to ramp given aging of the workforce?
1:31:45 Comment from @William39009143 thanking me for participating in today’s Twitter Spaces.
1:35:25 Q @sohaibab9: When will Canadian energy companies start to draw more attention from American investors?
1:41:15 Closing remarks from @sohaibab9, @BJamz2022, and @ArjunNMurti

Speakers (in order of appearance):
Sohaib Abbas@sohaibab9
Arjun⚡️Murti @ArjunNMurti
Mark Skittle🇨🇦@BJamz2022
Alberta, PhD (Poor/Poorer)@Albertagarbage
David Heikkinen@heik_energy
William Lacey@William39009143

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