Sputnik Moment? China Absolutely Dominates US In Electricity Production | Doomberg

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Jul 8, 2025

Doomberg, an energy market expert and author of the Doomberg Substack, discusses the staggering dominance of China in electricity production. He highlights how geopolitical forces, like the Israel-Iran conflict, shape energy prices. The shift toward natural gas as a key energy source is explored, including its advantages over oil. Doomberg also examines U.S. energy policy, urging for a revamped energy grid and investment in low-cost energy solutions. He concludes with insights on navigating the volatile energy market and the potential for strategic investments.

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INSIGHT

Geopolitics Drive Energy Prices

Near-term energy prices are heavily driven by Middle East geopolitics, especially Iran-Israel tensions.
Oil market prices reflect geopolitical risk premiums rather than pure supply-demand equilibrium.

INSIGHT

Oil-Gas Price Link Explained

Oil and natural gas prices are interconnected due to co-production and energy equivalency.
The shale revolution links oil price breakevens to natural gas prices, disrupting traditional pricing models.

INSIGHT

Hydrocarbon Price Arbitrage Driving Change

Large price differentials between natural gas and diesel incentivize switching heavy machinery to natural gas engines.
Economic forces will drive a transition to cheaper hydrocarbons wherever feasible.

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WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIn 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 are the policies of the new Trump administration likely to impact these trends?And where are the best opportunities for investors likely to lie?Below are the Doomberg posts mentioned in this discussion:The Fix Is In:https://newsletter.doomberg.com/p/da6e6e36-e1db-4d53-b100-c82317ca3327Alberta Clipper:https://newsletter.doomberg.com/p/26dd5c88-314e-415e-93d7-95616fd73eeaChina Through the Lens of Energy:https://newsletter.doomberg.com/p/52366083-26e1-4289-899a-9352fb196a53#energy #china #naturalgas 0:00 - Significant Energy Trends of 20254:32 - Oil Price Equilibrium and Risk Premium9:48 - Natural Gas as an Oil Substitute15:02 - Natural Gas and AI Energy Demands20:37 - Nuclear vs. Natural Gas Solutions25:07 - China’s Energy Advantage and U.S. Response29:30 - China’s Energy Supply Chain37:36 - Impact of Trump’s Energy Policies41:24 - Trump’s Policies and National Prosperity47:58 - Rebuilding the U.S. Energy Grid49:48 - Investment Opportunities in Energy54:10 - Arbitrage Opportunities Over Time55:19 - Canada’s Energy Reforms Post-Election1:04:02 - Data Centers in Cold Regions1:10:13 - Closing and Resources:_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.