Heads Up Poker Podcast

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 ep