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