Ep. 135: Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies 

The Doomberg team are energy gurus amongst other things. They are the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals have decades of experience across heavy industry, private equity and finance. In this podcast we discuss: 

1. Moving from energy abundance to energy scarcity 
2. The problem with not having domestic energy supplies 
3. Why critics of nuclear energy are wrong 
4. China as energy producer and consumer 
5. NAFTA as possible energy super-power 
6. US underinvestment in shale oil 
7. The problem with US SPR releases and OPEC 
8. Can Europe survive the winter 
9. The problem with renewables 
10. Why plug-in hybrids are better then electric cars 
11. Importance of decentralised media 
12. Books mentioned: Energy and Civilization (Smil), The Prize (Yergin)  

You can follow Doomberg’s work here. 

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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)