Doomberg+

Marginal Rations

The ominous math driving the current diesel crisis and how it will inevitably resolve.

Over Target

The raw geopolitics of energy foretell an ugly end to the war in Ukraine.

A Minor Detail

Amazingly, Putin will decide whether Europe freezes this winter.

Endangered Specious

Myths, ghosts, and other oil things that go bump in the night.

Passing Gas

As the European Union careens towards a bust up, Brussels goes for broke.

Geopolitical Checkers

On the modern assumption that opponents can’t punch back.

Fire Horse

Pro Tier: July 2026 Doom Zoom

Demand Push

Is a catastrophic shortage of US natural gas really on the horizon?

Old Tapes

The US AI industry is about to suffer the China treatment.

Land of the Waning Sun

Hard numbers on the arc of China’s solar journey.

Artificial Bloom

Rare earths, short sellers, and Chinese competition

Sources and Methods

Propaganda and the energy war between Russia and Ukraine.

Blue Chips

Will the highest-pedigreed off-grid gas-to-data project in the world get built?

Treatment Resistant

Even when they “work,” sanctions eventually backfire.

Peak “Not Oil”

Natural gas liquids and the war in Iran.

Fused Objectives

Has the real purpose of fusion hype been revealed?

Sacred Cow

Pro Tier: June 2026 Doom Zoom

Stealth Financial Repression

A mental model for trillion-dollar IPOs.

Flex Capacitor

While nobody was looking, China harmonized global hydrocarbon fungibility.

Awkward Truths

The media can’t seem to explain the collapse in China’s domestic solar installations.

Party Pooper

The balloons are always the first to go.

New Found Gas

Will Canadian hydrocarbon development displace Europe’s reliance on the US?

Call For Dispatch

Weather, war, and the European power grid.

Bonanza Republic

Pro Tier: May 2026 Doom Zoom

Something Stinks

A balanced analysis of the ongoing disruptions in the sulfur market.

Contrarian Indicators

Our long-shot prediction of Britain’s next prime minister and the future of North Sea oil.

Layaway Plan

For Carney’s Pacific Coast pipeline, it’s buy now and pay later on climate.

Remedial Math

Correcting the record on US oil production and refining.

Information Grade

Critically important news or a nothingburger? Let’s decide together.

Flipping the Script

China, AI, and the delusions of the Beltway power brokers.

Sovereign Arbitrage

Heads, America wins; tails, Canada loses.

Rain Check

A fascinating journey down a war propaganda rabbit hole.

Durable Energy Dominance

Pro Tier: April 2026 Doom Zoom

To Spite Its Face

Europe’s proxy attacks Europe’s oil supply in the middle of a global oil crisis.

Sore Thumb

Brazil’s burgeoning energy trade with China foretells a clash with the US.

Backwards Looking

Making sense of oil prices during times of war.

Flashing Orange

A cheat sheet for a potential European natural gas crisis.

Geopolitical Mutagenesis

When attacks build resistance.

Price Discovery

What the Iran war taught us about the energy markets.

Axis & Allies

How China could win the war in Iran without firing a shot.

Days in the Sun

What the war in Iran means for renewables.

After Hormuz

Pro Tier: March 2026 Doom Zoom

Rearguard Action

Revisiting the Korean question.

House of Pain

On wars and winning them.

Island Hopping

Does the path to China’s control over Taipei run through Havana?

Project Turtle

As worst-case scenarios rapidly unfold, will the US move to protect home base?

Drilling Laterally

Can the world still avoid an energy calamity?