In it to Win it, Released on 12/17/24

Join Steve Barton as he hosts a comprehensive discussion with Doomberg, an energy expert from the Doomberg Substack. They talk energy markets, U.S. and global economic outlooks, fossil fuels, geopolitical risks tied to China and Taiwan, and the potential impact of Trump’s presidency. They explore topics like the feasibility of the U.S. achieving self-sufficiency in semiconductors, the implications of a potential shale peak, and the role of natural gas in bridging energy needs. The conversation also touches on views about nuclear energy, the inefficacy of sanctions on large powers like Russia, and the future of the automotive industry dominated by Chinese entrants like BYD.

00:00 In-depth Analysis with Energy Expert Doomberg
00:40 Chip Wars: An Exploration of U.S. and China’s Semiconductor Strategies
04:28 Understanding the Global Impact of Taiwan’s Chip Industry
06:14 Uranium Under Pressure: A Sanction Story
10:19 Bridging the Gap: The Power of Natural Gas in the AI Era
14:45 Oil, Gas, and the Hidden Energy Equation
17:01 Energy Titans: Beyond Peak Oil Myth
25:30 Why Western Automakers Should Fear BYD
29:50 Trump vs. The Unit Party: A Four-Year Prognosis
33:41 Between Elections and Inaugurations: A Tumultuous Transition
36:03 From Wind to Fossil: A Power Struggle
40:35 Petrobras and the Colombian Oil Awakening
43:44 The Oil Price Circus: Who Holds the Strings?
49:48 Acres, Ounces, and Financial Wisdom
57:09 Rethink Schools: The Doomberg Approach
01:00:14 Tracing Cash Flow for Better Business Management
01:02:21 Monthly Webinars: An Inside Look at Energy Investing

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.

  china, doomberg, economy, energy, energy crisis, geopolitics, investing, peak shale, Trump