Commodity Culture, Released on 10/11/24 (Recorded on 10/8/24)

Doomberg does not mince words when describing the energy situation in Europe and he believes that unless they reconcile with Russia and once again gain access to affordable natural gas and oil, it will ultimately mean the demise of the EU as their economy grinds to a halt. Doomberg also discusses why Ukraine can’t win the war, his thoughts on the gold and silver markets, why tin is making a comeback, and much more.

00:00 Introduction
00:45 Energy Crisis to Destroy the EU
04:17 Is This All By Design?
08:25 Ukraine Can’t Win the War
14:23 Upcoming U.S. Election
17:19 BRICS and Gold-Backed Currency
20:41 Outlook on Silver
22:34 Catalysts for Nuclear & Uranium
25:34 Natural Gas and AI Data Centers
30:33 Investment Thesis for Tin
33:12 Escalating Conflict and Oil Prices

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 crisis, natural gas, oil, russia, silver, Ukraine