The Dumbert Plan for Energy Security

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The McKinsey team has come up with an area of four issues that a nation could focus on to improve energy security, while also reducing carbon emissions. Could you unpack the vision that the Dumbert team has on that? Yeah, we wrote a piece early on called, I think it was a sensible strategy for US energy or something to that effect. The four part Dumbert plan would be a renaissance with nuclear, quite obviously. We would proactively replace coal with natural gas and pivot from full battery electric to plug-in hybrids because battery materials are the limiting constraint as we try to electrify our electrical sector.

On this episode, Nate is joined by Doomberg - the anonymous energy/finance analyst team (visually presenting as a talking chicken icon) who uses an energy lens to analyze global trends in the economy, with so far some remarkable accuracy. In this wide ranging discussion, Doomberg and Nate cover the interactions between geopolitics, debt, climate policy, and - of course - energy. How have the narratives created around different types of energy - from renewables to nuclear - affected current policy making around the world? Will the increasingly precarious state of the global debt and monetary system shift the geopolitical landscape? How have increasing global tensions combined with a rise in green energy policy affected nations’ desire for energy security - and what does it mean for future policy as we enter a period of decreasing energy availability?

About Doomberg

In May of 2021, Doomberg was started by a team of professionals experienced in heavy industry, private equity, and the hard sciences to highlight the fundamentals missing from many economic and policy decisions, and it quickly grew to be one of the most widely read finance newsletters on Substack. Doomberg covers topics from energy, finance, to the economy at large, in an attempt to improve society's thinking and clarity to complex problems.

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https://www.thegreatsimplification.com/episode/83-doomberg