The Contrarian Capitalist Podcast Doomberg - You can't sanction energy volume and expect to win
Nov 6, 2025
Doomberg, an independent energy analyst known for his sharp insights on global energy policies, offers a fascinating overview of current energy dynamics across various regions. He delves into how U.S. energy policies shift with leadership changes and critiques Europe's deadlocked energy strategies. The discussion spans India's use of Russian crude, China's strategic energy moves, and South America's unrealized oil potential. Doomberg emphasizes the geopolitical implications of energy sanctions and the pressing need for policy reforms to navigate the complexities of the global market.
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US Natural Gas As A Strategic Advantage
- The US energy advantage is its vast, cheap natural gas and expanding infrastructure.
- That gas underpins manufacturing, AI data centers, and provides strategic resilience.
Turbine Shortage Creates Temporary Gas Bottleneck
- A turbine shortage is constraining natural gas demand despite abundant fuel.
- Tlaib's Law says shortages are followed by gluts, so turbine supply or alternatives will close the arbitrage.
Shale Reversal: Gas Can Make Oil The Byproduct
- US shale has reshaped global oil by co-producing huge volumes of gas with oil.
- When gas becomes expensive relative to oil, oil can flip to the nuisance byproduct.
