WTFinance Oil and Gas Revolution has Begun with Doomberg
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Dec 1, 2025 
Doomberg, an independent energy and finance commentator behind the Doomberg Substack, dives into critical issues in the current energy landscape. He analyzes the economic outlook tied to the Ukraine-Russia situation, suggesting a ceasefire could shake up oil prices while leaving gas dynamics precarious. The discussion highlights the impact of AI on gas demand and the challenges facing Europe. Doomberg warns of a looming energy evolution influenced by national security, predicting long-term commodity prices will trend lower, making volume-levered companies an attractive investment.
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Commodities Get Cheaper Over Time
- The long-term real price of all commodities is lower due to technological progress and supply growth.
- Invest in companies leveraged to volume, not price, to outperform in commodities markets.
Ceasefire Could Be Extremely Bearish For Oil
- A US–Russia deal could remove sanctions frictions and lower global energy prices by about $10/barrel.
- Such a grand bargain would reorient supply chains and spark large investment between the two countries.
Corruption Raid Signaled A Political Shift
- Doomberg recounts the Naboo corruption raid and political moves implying US involvement in pushing Zelensky out.
- He interprets these events as signaling a negotiated deal and shifting US strategy toward ending the war.