Will A New American Energy Boom Supercharge The Economy? | Doomberg

The odds are encouraging

In today's discussion we look at the all-important energy market.

Remember: without energy, there is no economy.

As we look to the 2025, where are global energy trends headed?

Which ones are we likely to embrace more to power the world of tomorrow?

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

To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy expert Doomberg.

And he’s quite optimistic about America’s prospects in the energy race. Indeed, it may be poised at the threshold of a new renaissance that could supercharge its advantages over many other competitors.

To learn why, click here or on the video below:

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Adam’s Notes: Doomberg (recorded 12.30.24)

EXECUTIVE SUMMARY:

• Natural gas solidified its role as a cornerstone of global energy markets in 2024, driven by abundant supplies and price disparities. Prices surged from $1.50 per million BTU at the start of the year to $4.20 by December, still equivalent to only $25 per barrel of oil on an energy-equivalent basis, maintaining its cost advantage. North America’s vast reserves, particularly in the Permian Basin, positioned it as a competitive supplier, with forecasts suggesting continued price growth due to AI-driven energy demand.

• OPEC faced mounting challenges maintaining elevated oil prices, which hovered stubbornly above $70 per barrel, even as global demand shifted toward natural gas. A 50:1 price ratio between oil and natural gas, far above the historical average of 10:1 to 20:1, highlighted the widening gap. This imbalance accelerated the transition to natural gas, further eroding OPEC’s ability to control pricing and influence markets.

• The artificial intelligence boom fueled unprecedented energy demand, with data center consumption expected to double by 2030. Natural gas emerged as the most viable energy source due to its low cost, scalability, and ability to meet AI’s exponential power needs. Examples like Elon Musk’s off-grid natural gas-powered data center in Nashville, built in just 120 days, illustrated the shift toward decentralized, energy-intensive infrastructure.

• The U.S. strengthened its global energy dominance, producing 20% of the world’s oil and over 25% of natural gas. It also maintains the planet’s largest coal reserves and leads in nuclear energy production. The new Trump administration is expected to