Today, we have the pleasure to welcome Doomberg back to the show.
In this episode, Doomberg covers current global energy challenges, key takeaways from COP28, and the debate surrounding climate change. Doomberg also shares thoughts on the future of energy, including solar, wind, and nuclear, explaining the pivotal role of the latter. Finally, we discuss geopolitical challenges, including Saudi Arabia's oil price influence, Australia's vulnerability to refinery dependencies, China's solar dominance and EV market position, and why a China-Taiwan conflict would be a 'catastrophe of unthinkable proportions.'
Established just over two years ago, Doomberg's mission to uncover neglected economic fundamentals remains vital. Doomberg is one of the most popular paid financial publications on Substack.
Doomberg provides in-depth analysis of financial and economic trends and was one of the first publications to predict the supply chain crisis and the global energy crisis, amongst other era-defining events.
00:00 Intro
01:35 Current Global Energy Challenges
02:57 Nuclear Solution
05:08 Nuclear Waste
08:24 Doomberg's Success Story
10:03 Climate Debate
13:37 Future of Solar
17:13 EV Proliferation vs Oil Demand
23:07 COP28
24:04 Carbon Capture Projects
25:50 Superconductors
27:53 Energy & Geopolitics
28:30 Saudi Arabia's Oil Price Influence
32:03 Australia's Refinery Dependencies
36:33 China-Taiwan Tensions & Supply-Chain Dominance
44:10 Bull Case for Nuclear
46:11 End
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#nuclear #nuclearenergy #doomberg #energy #futureofenergy #cleanenergy #chinataiwan #chinatechnology #geopolitics #financepodcast #substack
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31 июл 2024