The David Lin Report, Released on 9/9/24 (Recorded on 9/6/24)

Doomberg analyzes recent oil price trends, geopolitical factors for the energy sector, and how OPEC’s days are numbered.

0:00 – Oil price recap
5:39 – Election and oil
10:50 – Peak oil
15:34 – Inflation-adjusted oil price
16:49 – OPEC’s next moves
19:00 – U.S. oil tax revenues
21:18 – Oil and the labor market
24:10 – Recession and the Fed
25:51 – Russian and India alliance
35:00 – Israel and Hamas war
42:30 – What oil price is signaling
43:45 – How OPEC ends

Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity and finance to deliver innovative thinking and clarity to complex problems. Doomberg on Substack: https://doomberg.substack.com.

  doomberg, economy, investing, oil