I ran into the man behind the now-famous Green Chicken known as Doomberg - the #1 editorial newsletter on energy markets on Substack.
To subscribe to Doomberg, the #1 newsletter on Substack, go here
In this podcast, I talk to the Green Chicken about:
- The Four Laws of Energy
- Why the "arc" of energy demand is "forever up and to the right"
- Why conservation in places like Europe and North America will do exactly nothing to decrease the use of hydrocarbons (or coal) anywhere else
- The companies whose tech is so miraculous "indistinguishable from magic"
- The farce of peak oil... peak cheap oil... and why oil companies are "giant deflationary machines"
- What price inelasticity means for oil markets
- How you know oil I the cheapest it's ever been and the "currency" you should measure in (instead of fiat dollars) if you want the whole truth
- "Doomberg's Postulate" and how it affects your life
- The true "Gating Function" of carbon emissions
- The nightmare of my power situation in Puerto Rico (pretty sure the power company has me in the crosshairs)
- The real value of energy is much higher than we all pay for it (if you disagree, wait till you don't have it and then decide how much you'd pay!)
- Why politics will be swept aside in the event of a true energy crisis
- The "Bridge" fuel to nuclear is going to cause this hydrocarbon to soar
- AI will be the big beneficiary of this cheap resource
- Why AI data center builders will head to where there's access to cheap energy
- Some good news about Chinese pollution
- Doomberg describes the "magical process" of LNG
- The Green Chicken makes a distinction between pollution and climate
- What 14 of the world's largest banks decided recently in The Rainbow Room at Rockefeller Center - and why it matters
- The historical moment in energy markets that finally happened - and why it took so long
- The single biggest "canard" regarding nuclear power
- Fusion energy and the two fake problems it solves
- Why SMRs are also an expensive distraction - and the limited situations in which they make sense
- Whatever you think of the "climate crisis"
- The great George Gilder... his classic book, Wealth and Poverty... and the clearest definition of the real modern crisis.
- Closing thoughts from Doomberg: Don't "short" the human endeavor
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