Arjun Murthy

Arjun Murti, a Partner at Veriten and publisher of the Super-Spiked Substack, brings his deep expertise in energy markets to the discussion. He highlights three major themes for 2026: energy access, a power supercycle, and the convergence of tech and energy. Murti argues that electrification is accelerating due to security and affordability needs, emphasizing the importance of regional energy strategies. He also critiques the divisive peak demand narratives while advocating for depoliticized energy choices and investment opportunities in power infrastructure.