In it to Win it, Released on 3/17/26 (Recorded on 3/16/26)

Doomberg joins the discussion to break down the surprising stability in oil markets amid the Iran conflict and the disruption of the Strait of Hormuz.

00:00 Doomberg on the Iran War
01:37 Escalation & Risks
05:37 Strait of Hormuz Closure Impact
12:57 Supply Response vs Rerouting
14:38 Understanding Oil Contracts (WTI)
19:47 Fade the Spike? Trading Oil
22:50 Bypassing Hormuz Long-Term
26:07 Commodity Spillover (Sulfur, Metals)
27:04 Political Fallout & GOP Impact
31:56 Election Outlook & Impeachment Risk
35:19 Final Thoughts & Premium Teaser

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, energy, investing, iran war, oil