An Oil & Gas Revolution Is Underway That Will Change Everything | Doomberg

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Nov 9, 2025

Doomberg, an energy analyst known for his insights on hydrocarbons and geopolitics, dives deep into the evolving energy landscape. He discusses how AI is driving unprecedented demand for natural gas, potentially doubling its usage in a decade. The conversation covers the geopolitical implications of LNG as a substitute for Russian gas, and the future of U.S. shale production. Listeners gain insights into investment opportunities in midstream energy sectors and how cheap NGLs are reshaping oil prices, alongside predictions for the Western Hemisphere's oil potential.

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INSIGHT

Shale Made Oil And Gas Inseparable

The shale revolution coupled oil and gas as co-produced commodities, changing their economics.
AI-driven demand could bid natural gas up enough to flip gas from throwaway to prize commodity.

INSIGHT

AI Could Reprice The Gas-Oil Relationship

A surge in AI data centers could drastically increase on-site natural gas demand and midstream buildout.
If gas becomes expensive, oil co-produced in shale could be the cheap byproduct, pressuring oil prices.

ADVICE

Place Data Centers Where Power Is Cheap

Build custom, off-grid power plants for AI data centers to bypass slow grid expansion.
Locate data centers where molecules (cheap gas) are abundant to cut energy logistics and costs.

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In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?How is the AI race and its voracious need for cheap electrons changing the game?And where are the best opportunities for investors likely to lie?To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy expert Doomberg.

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