The David Lin Report, Released on 10/18/24 (Recorded on 10/17/24)

Doomberg, Head Writer of the Doomberg Substack, discusses impact on the energy markets of an Israeli retaliation against Iran, long-term demand outlook for oil, and California’s looming “energy crisis”.

00:00 – Intro: Middle East Tensions and Oil
01:15 – Israel-Iran Conflict and Oil Supply
04:00 – October 1st: Geopolitical Game Changer
06:45 – OPEC’s Oil Demand Forecast
08:30 – Strait of Hormuz and Oil Disruption Risk
10:00 – Market Reactions to Middle East Tensions
12:45 – Doomberg on Oil Demand Through 2030
15:30 – Energy Efficiency and Consumption
17:00 – Future of Power Sources: Gas, Nuclear, Renewables
19:00 – California’s Energy Crisis
25:00 – Conclusion: Global Energy Outlook

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, oil