The HC Commodities Podcast Doomberg Unleashed
11 snips
Aug 12, 2025 
Doomberg, an insightful analyst known for his sharp commentary on global energy and commodities, explores pressing geopolitical tensions. He discusses the potential for conflict reminiscent of World War III and its impact on energy supply chains. The conversation dives into how sanctions reshape global flows, the vulnerabilities of Taiwan regarding China, and the challenges in transitioning to renewable energy in the U.S. Doomberg highlights the complexities of military strategies and the need for evidence-based policy in a rapidly changing geopolitical landscape.
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Episode notes
Global South Sees A Broader War
- Doomberg argues many non-Western actors already view current conflicts as World War III driven by dollar weaponization and BRICS ambitions.
- He says reading propaganda from all sides reveals this framing and explains recent geopolitical moves.
US Lacks Escalation Dominance
- Doomberg believes the US lacks enough air defense missiles to defeat a combined adversary like Russia, China, Iran, and North Korea.
- This shortage shapes how conflicts unfold and explains signal-driven market reactions in oil.
Markets Signal Crisis Probability
- Doomberg tracks market indicators like the WTI–Brent spread and LNG-equivalent gas prices to detect real crisis signals.
- He notes these spreads stayed calm during the Iran–Israel flare, so markets priced the episode as limited.
