The David Lin Report, Released on 4/10/24 (Recorded on 4/6/24)

Doomberg, Head Writer of the Doomberg Substack, discusses the factors that could push crude oil up to well above $100 a barrel, as well as also bear cases for oil that could cause the price to retrace $50.

*This video was recorded on April 6, 2024

0:00 – Intro
1:13 – Geopolitical risks and oil
8:00 – OPEC supply
10:20 – Oil price if war breaks out
13:10 – Strategic petroleum reserve
16:10 – Higher oil price and recession
17:35 – Phase out of ICE cars
24:54 – Bearish case for oil
27:10 – Peak oil
32:45 – Doomberg

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