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21 October 2022 Equities

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

Bilal Hafeez

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:

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

You can follow Doomberg’s work here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(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.)

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