Stijn Schmitz welcomes Doomberg to the show. Doomberg is Head Writer For The Doomberg Team and Creator of the Doomberg Substack. The podcast explores the current geopolitical and energy landscape, focusing on the ongoing conflicts in the Middle East and potential global power dynamics. Discussing the current energy market disruptions, Doomberg suggests that while the Strait of Hormuz closure is significant, the market has been surprisingly stable. He estimates the potential oil supply disruption at around 8 million barrels per day, significantly lower than some analysts’ predictions.
Recorded on: May 13, 2026
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Timestamps:
00:00:00 – Introduction
00:00:38 – Oil Supply Disruption Assessment
00:03:54 – China’s Oil Stockpiling Role
00:05:02 – Oil Price Mechanics Explained
00:10:24 – Supply Shortage Estimates
00:12:52 – Strait Reopening Impact
00:15:20 – Trump-Xi Meeting Significance
00:17:54 – Grand Bargain Outlines
00:22:45 – US Western Hemisphere Focus
00:26:30 – Fading Oil Spike Strategy
00:31:03 – Fertilizers and Commodity Impacts
00:34:53 – Helium Just-In-Time
00:36:16 – OPEC & the Petrodollar
00:39:20 – Geopolitical Shifts and Gold
00:46:46 – Unipolarity Outcomes
00:53:46 – Euro Hydrocarbon Resources
00:56:37 – Concluding Thoughts
Guest Links:
Substack: https://doomberg.substack.com
X: https://x.com/DoombergT
Website: https://doomberg.com
Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.
Credit to : Palisades Gold Radio