WTFinance, Released on 4/26/24 (Recorded on 4/19/24)

During our conversation we spoke about the current geopolitical situation, why this is highly inflating oil prices, how oil would be $50 without war, in-depth analysis of the gas markets, the US energy miracle and more.

0:00 – Introduction
2:57 – What does the current geopolitical factors mean?
6:04 – How have we gotten into the geopolitical mess?
8:37 – Missiles and drones are a positive outcome?
10:37 – Who are the good guys?
12:17 – What does this mean for energy?
15:54 – Could oil be lower than $55 with no oil?
20:02 – Is there a tight gas market?
23:21 – Will prices for gas go lower?
27:30 – What happens during a bifurcation of the global economy?
28:04 – Low energy help prevent recession?
31:14 – What impact will data centres have on electricity?
34:59 – One message to takeaway from our conversation?

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, energy, inflation, investing, oil, war