The Loonie Hour

A War of Attrition — Missiles, Oil, and Global Power

39 snips
Mar 3, 2026
Doomberg, newsletter author and geopolitical/energy analyst, breaks down Persian Gulf conflict risks and implications for defense systems. He discusses oil and gas market shifts, how China’s energy dependence shapes strategy, and why Pacific access and durable approvals matter for Canada’s hydrocarbons. Short, sharp takes on missile attrition, market signals, and global power play.
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ADVICE

Prepare For A Carney-Led Energy Reset

  • Expect Mark Carney to accelerate Canadian energy projects by neutralizing domestic green opposition.
  • Doomberg cites the Alberta MOU and Carney's background as the mechanism to 'unstick' Alberta hydrocarbons and build pipelines.
INSIGHT

A Manufactured Crisis Can Accelerate Permitting

  • Doomberg argues a staged political crisis (Alberta separatism) is needed to create durable permitting reforms.
  • He says a perceived real separatist threat makes accelerated approvals survive judicial and public pushback.
INSIGHT

Durability Matters More Than Speed For Big Energy Projects

  • Durable energy investment needs legal and cultural legitimacy, not quick executive dictates.
  • Doomberg warns short political cycles and reversals make investors demand unimpeachable processes before funding big projects.
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