China Absolutely Dominates US In Electricity Production | Doomberg

A Sputnik moment?

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 Administration likely to impact these trends?

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

Energy expert Doomberg returns to the program to provide answers for us.

Of note, he warns that China is FAR ahead of the US (and everyone else) in electricity production. That gives it a powerful advantage in the AI race.

Can the US catch up in time?

To find out, click here or on the video below:

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Adam’s Notes: Doomberg (recorded 7.7.25)

EXECUTIVE SUMMARY:

• Geopolitical Influence on Energy Markets: Doomberg identifies Middle East stability, particularly post the Israel-Iran “12-day war,” as a key driver of oil prices, with a $13/barrel geopolitical risk premium in the current $68/barrel WTI price, against an equilibrium of $55/barrel.

• Natural Gas Dominance: The shale revolution links oil and natural gas production, with cheap natural gas ($1.80/million BTU in Permian) driving arbitrage opportunities, potentially making oil a byproduct as AI demand boosts gas usage.

• AI-Driven Energy Demand: AI’s massive energy needs, unmanageable by the current U.S. grid, will favor