Doomberg, our resident energy expert behind one of Substack's top financial newsletters, returns to In It To Win It with Steve Barton to deliver a sharp, data-driven look at global energy, economic stability, and geopolitics. He explains why the world is currently awash in hydrocarbons, with oil drifting toward a long-term equilibrium of 55 dollars per barrel and coal showing minimal movement. Natural gas, however, is gaining momentum as AI-fueled demand from new data centers begins shifting to regions like the Permian Basin. Doomberg breaks down how this rising demand for gas could paradoxically drive oil prices lower due to the economics of co-produced hydrocarbons in shale drilling.

Doomberg makes the case that the United Kingdom is becoming a failed state, struggling with energy dependency, industrial decline, and internal unrest. He raises the possibility of a behind-the-scenes peace deal between the United States and Russia that could bypass Ukraine entirely, reshaping the geopolitical landscape. The episode wraps with a discussion on how advancements in deepwater drilling are unlocking new reserves and why the long-term trajectory of oil prices is downward in real terms. Viewers interested in global energy trends and macro investing are encouraged to like, share, and subscribe for more expert interviews.

 

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Key Insights On This Episode:

✅ The world is currently oversupplied with oil, gas, and coal
✅ AI-driven demand is increasing the value of natural gas
✅ Cheap gas in the Permian could lead to lower oil prices
✅ Natural gas prices vary widely by region due to infrastructure gaps
✅ U.S. has an effectively unlimited supply of natural gas
✅ Data centers are moving closer to gas sources to cut energy costs
✅ Oil and gas are often produced together, impacting pricing dynamics
✅ Deepwater oil drilling is expanding thanks to new technology
✅ UK is in decline due to poor energy policy and industrial erosion
✅ A potential U.S.–Russia deal may bypass Ukraine and reshape global order

 

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Chapters:

00:00  Doomberg is back on the show!

01:22 Macro energy market update 

03:39 Hydrocarbons well supplied globally 

05:31 Gas price surge impacts oil 

10:03 Data centers moving to gas 

15:11 Using physics in energy trading 

17:08 WTI vs Brent spread explained 

19:36 Market signals and crowd wisdom 

22:17 UK energy decline and politics 

28:04 Ukraine conflict outlook 

31:35 Possible US Russia energy deal 

34:49 Deepwater oil viability 

36:07 Long term oil price outlook 

37:34 Oil to gold price trend 

39:50 Follow Doomberg

 

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These vide