Doomberg on the Oil and Gas Markets
Failed to add items
Add to Cart failed.
Add to Wish List failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
Doomberg on the Oil and Gas Markets
-
Narrated by:
-
By:
About this listen
Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel.
This podcast is also going out on David Blackmon’s Substack and podcast channels, and he had some fantastic points and questions for Doomberg.
Thank you both for your energy, leadership, and your time – Stu
Check out Doomberg on his Substack at https://newsletter.doomberg.com/
Check out the transcript on our Substack here: https://theenergynewsbeat.substack.com/p/doomberg-on-the-oil-and-gas-markets
Highlights of the Podcast
00:00 – Introduction
03:00 – California’s Refining Crisis
08:30 – California Politics & Oil
13:20 – Trump’s Energy Team
17:40 – OPEC’s Decline & Co-Product Economics
23:00 – Oil Price Volatility & Strategy
26:30 – NGLs & Changing Energy Definitions
33:00 – Permian, Consolidation & Costs
36:00 – Breakevens and Co-Product Economics
39:00 – LNG, Natural Gas, and Arbitrage
45:00 – LNG Tankers, Jones Act, and Energy Exports
49:00 – $50 Oil as Geopolitical Strategy
53:00 – Russia, NATO & War Risks
57:00 – Canada, Trump, and Final Thoughts