Thoughtful Money with Adam Taggart Oil To Collapse To $25/Barrel After Iran War Ends? | Doomberg
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Apr 2, 2026 
Doomberg, an energy analyst known for deep-dive market and geopolitics newsletters, joins to unpack oil market shocks from the Iran war. He explores why prices stayed contained, the risk of a post-war supply glut that could crash prices, geopolitics splitting petro-dollar and petro-yuan spheres, fuel-switching dynamics, and how tech and policy could reshape oil, gas, nuclear, and regional supply patterns.
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This Crisis Is Geographic Not Geological
- The Iran war is primarily a geographic and geopolitical shock, not a geological one; logistics and politics now dominate energy risk assessments.
- Doomberg notes surprises like closed Strait of Hormuz, tankers attacked, and renewed Ukraine and Venezuela embargo dynamics changing flows.
Postwar Rush To Refill Reserves Drives Short Term Demand
- After the war ends, expect rapid refill of strategic reserves and a short-term buying rush of any available barrels, regardless of origin.
- Doomberg points to global reserve refilling, storage expansion and banks liquidating forward‑sold collateral behind the strait as drivers of near-term demand.
Stop Burning Oil For Electricity Where Cheaper Fuels Exist
- Stop burning oil for electricity where alternatives exist; countries will rapidly retire oil‑fired generation due to inefficiency and price signals.
- Doomberg highlights 4.5 million b/d used for power and expects rapid switching to gas, coal, or other fuels outside the Middle East.