The David Lin Report, Released on 6/16/24 (Recorded on 6/14/24)

The IEA projects a peak of oil demand by 2029, followed by “spare capacity never seen before other than at the height” of the 2020 era of excess supply. Doomberg and Paul Sankey, President of Sankey Research, discuss their analysis and projections for the future of the energy market.

0:00 – Intro
1:30 – Oil price outlook
8:30 – IEA supply forecast
20:10 – Reversal of green policies you
35:00 – EVS
37:50 – Petrodollar

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.

  david lin, doomberg, economy, energy, investing, oil, Paul Sankey