In the Company of Mavericks OPEC is Over, China Has Won & The Emerging New World Order with Doomberg
24 snips
May 8, 2026 
Doomberg, an independent energy and geopolitical analyst known for sharp takes on oil and strategy, talks oil market politics and why supply constraints are political not geological. He walks through China’s growing diplomatic and strategic role, the unraveling of OPEC and Gulf politics, and how AI demand ties into gas dynamics in North America. Short, provocative, and wide-ranging.
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UAE Leaving OPEC Marks Structural Shift
- The UAE's exit from OPEC signals OPEC's thermodynamic end and reflects Gulf politics, U.S. ties, and a need for dollar support.
- Doomberg links the exit to UAE alignment with Israel, U.S. swap lines, and chance to scale gas production.
Watch Natural Gas As The Hidden Lever
- Investors should watch natural gas dynamics as the undervalued twin to oil; freeing production changes energy economics.
- Doomberg highlights how OPEC quotas gated UAE gas and U.S. Permian gas can be negative at spot prices.
U.S. Gas Could Fuel AI Compute Growth
- North America is swimming in natural gas and can fuel an AI compute boom if infrastructure is built.
- Doomberg notes U.S. production doubled to ~110 BCF/day and planned LNG export capacity could hit ~30 BCF/day by decade end.