Commodity Culture, Released on 12/22/23

Doomberg returns to give his macro outlook on the energy space globally, including nuclear, oil, natural gas, and coal. Doomberg provides his forecast on supply and demand around the world and cautions that now may not be the time for energy bulls to pull the trigger.

00:00 Introduction
00:58 Geopolitical Trends For 2024
02:28 Overview of Energy Space
05:00 Now Is Not the Time For Natural Gas Bulls
09:29 Is Germany Pivoting to Nuclear Energy?
11:51 Canadian Oil & Gas Emissions Cap
15:29 Winter Weather in Europe
17:39 Is the Permian Basin in Decline?
21:18 Is Doomberg Bullish Energy Long-Term?
24:36 Chinese Hydropower and Coal Prices
26:42 Can Energy Production Keep Up With Demand?

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, gas, investing, oil, uranium