In it to Win it, Released on 2/12/25

Welcome to ‘In It to Win It’ with Steve Barton! Steve interviews Energy expert Doomberg. Doomberg discusses global energy crisis, AI-driven electricity demand, and the impact of Trump’s policies on oil, natural gas, and precious metals. From the UK’s shocking gas shortage to the future of nuclear power and EVs, this conversation uncovers critical insights that could reshape markets and investment strategies in 2024. With AI data centers consuming unprecedented energy, will power grids keep up? And as oil prices fluctuate, is a supply crunch or price collapse on the horizon? Whether you’re an investor, policymaker, or energy enthusiast, this episode delivers must-know trends and forecasts. Will natural gas remain the king of cheap energy? Can gold and uranium thrive in uncertain markets? And what’s the real future of EVs—are plug-in hybrids the next big play? Get Doomberg’s expert take on where the biggest opportunities and risks lie in the rapidly evolving global energy landscape.

00:00:00 Introduction
03:15 UK’s Energy Crisis and Natural Gas Shortages
05:42 Investment Opportunities in Natural Gas
07:54 Trump’s Policy Shifts and Government Waste
15:27 U.S. Fiscal Health and Debt Management
20:09 Bond Market and Interest Rates Outlook
25:48 Gold Market and Precious Metals
30:01 Oil Market Outlook and Price Floor
37:20 The Future of Oil, Natural Gas, and Hydrocarbons
45:09 The Permian Basin and Global Oil Supply
51:32 AI and Energy Demand
54:25 The Future of EVs and Power Grid Upgrades
01:00:16 Book Recommendation: “The Deep Hot Biosphere”
01:01:57 Conclusion

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.

  AI, doomberg, economy, energy, investing, markets, natural gas, nuclear, oil