David Lin – YouTube, Released on 6/23/26

Doomberg, Head Writer of the Doomberg substack, explains why oil stayed surprisingly calm through the Iran war and walks through what the markets are really saying about reserves, shortages, and the months ahead.

00:00 – Trump’s Oil Reserve Warning
00:42 – Is the Strait of Hormuz Really Open?
03:34 – Why Oil Didn’t Hit $200
05:06 – China’s Oil Reserves Changed Everything
07:14 – Why North America Won’t Run Dry
12:27 – Which Countries Are Most Exposed?
18:13 – Why Oil Stayed Above Pre-War Levels
23:06 – Helium, LNG, Tech & Fertilizer Risks
30:06 – Doomberg’s Oil Outlook and China’s Energy Strategy

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, oil crisis