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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:
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