Sputnik Moment? China Absolutely Dominates US In Electricity Production | Doomberg

2 months ago
407

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.

As we look to the future, where are global energy trends headed?

How are the policies of the new Trump administration likely to impact these trends?

And where are the best opportunities for investors likely to lie?

Below are the Doomberg posts mentioned in this discussion:

The Fix Is In:
https://newsletter.doomberg.com/p/da6e6e36-e1db-4d53-b100-c82317ca3327

Alberta Clipper:
https://newsletter.doomberg.com/p/26dd5c88-314e-415e-93d7-95616fd73eea

China Through the Lens of Energy:
https://newsletter.doomberg.com/p/52366083-26e1-4289-899a-9352fb196a53

#energy #china #naturalgas

0:00 - Significant Energy Trends of 2025
4:32 - Oil Price Equilibrium and Risk Premium
9:48 - Natural Gas as an Oil Substitute
15:02 - Natural Gas and AI Energy Demands
20:37 - Nuclear vs. Natural Gas Solutions
25:07 - China’s Energy Advantage and U.S. Response
29:30 - China’s Energy Supply Chain
37:36 - Impact of Trump’s Energy Policies
41:24 - Trump’s Policies and National Prosperity
47:58 - Rebuilding the U.S. Energy Grid
49:48 - Investment Opportunities in Energy
54:10 - Arbitrage Opportunities Over Time
55:19 - Canada’s Energy Reforms Post-Election
1:04:02 - Data Centers in Cold Regions
1:10:13 - Closing and Resources:
_____________________________________________

Thoughtful Money LLC is a Registered Investment Advisor Promoter.

We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.

We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.

IMPORTANT NOTE: There are risks associated with investing in securities.

Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.

A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.

Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Loading 7 comments...