Super-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?

About this episode

The episode discusses the interplay between AI, energy markets, and traditional commodities like metals and oil, highlighting their impact on global GDP growth.

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 and the slide deck using the blue Download buttons below. This week we have some fun with Bloomberg pictures we created that highlight the information one can sometimes glean about traditional energy from other commodity markets like copper and other metals and minerals. Through the first half of the 2000s super-cycle, we used to spend a bunch of time looking at copper, steel, and iron ore for hints on what was going on with China, global oil demand, and broader macro conditions. Like oil, those other areas are plays on global GDP growth and infrastructure expansion, CAPEX if you will. Today, we think we are in the early days of another one of those cycles via the combination of AI & digital transformation, expanding energy access, and growing geopolitical…

People in this episode

Host: Arjun Murti

Topics covered

• AI
• energy markets
• metals
• oil
• geopolitical competition
• GDP growth

Keywords

• AI
• energy
• metals
• oil
• GDP growth
• geopolitics
• copper
• super-cycle

Mentioned in this episode

Organizations: Bloomberg, Apple Podcasts, Spotify, YouTube

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