An Oil & Gas Revolution Is Underway That Will Change Everything | Doomberg

**Doomberg** (0:00)
The great change of the shale revolution is not just reestablishing US as a global energy gigapower, it's the coupling of oil and gas production on a massive scale, which makes those two commodities, you know, classic co-production economics. And AI holds out the potential to put a big enough bid under natural gas. That plus the historic, unbelievable wave of LNG export facilities coming on line along the US. Gulf Coast and in Mexico. There's a world where the cleanest burning hydrocarbon on the board, natural gas, is not any longer the cheapest. And the consequences of that world are pretty profound.

**Adam Taggart** (0:50)
Welcome to Thoughtful Money. I'm its founder and your host, Adam Taggart. In today's discussion, we look at the all-important energy market. Remember, without energy, there's no economy. As we look to the future, where are global energy trends headed? How is the AI race and its voracious need for cheap electrons changing the game? And where are the best opportunities for investors likely to lie? To discuss in depth, we're fortunate to sit down again with the green chicken himself, the energy expert Doomberg. Doomberg, it's wonderful to see you again. Thanks so much for joining us today.

**Doomberg** (1:25)
Adam, my friend, great to be back with you. It's been too long.

**Adam Taggart** (1:28)
It has been too long and we will remedy that more in 2026 But as long as it's been, I get the sense that things are going no less amazingly for you and the Doomberg team. Kudos to you guys for not only continuing to put out such a consistently great product, but just for the success in the business metrics. I follow your number of subscribers on the sub-stack Top 100 You guys remain one of the top financial sub-stacks in the entire world.

**Doomberg** (1:54)
Yeah, no, it's been great. It's unbelievable. It's thrilling. It's humbling. It's bizarre. It's not what I ever imagined I'd be doing, but we couldn't be more grateful to our subscribers, especially the paying ones, although all subscribers are precious, of course, and to people like you for giving us a platform to grow our business.

**Adam Taggart** (2:13)
Well, it is a privilege to be able to do so. And I got to say, as you know, a couple of companies ago, I worked for a company that wrote a lot about the global energy situation. And there were times where there were debates in the company about whether to write more about energy or less about energy, and sort of the internal perspective was, ah, you know, nobody really wants to hear it, right? It's important to talk about, but they just don't do as well as the pieces around economics. And it's really hard to make a business, especially a newsletter business, talking about energy. You guys have completely destroyed that myth.

**Doomberg** (3:02)
Oh, no, I appreciate it.
It's been a great journey. And we did come of age during the European energy crisis, of course. And that was good timing, I suppose, from the raw growth prospects perspective. But at the same time, we pour so much into the quality of the work, live and die by every typo, as you can imagine, rare as they have become. And that attention to detail, mixing a bit of humor. And I think we've had a pretty good track record of success when it comes to using our knowledge and internal expertise about energy to make some pretty far out there predictions that came to pass. Not all of them, of course, nobody bats a thousand. But we have a pretty good hit rate, and I'm pretty proud of our work. And most importantly, of course, we're not afraid to be wrong. And when we're wrong, we admit it, and we write about why we were wrong and what we learned from it. And last point I'll say is we've grown to such a scale, over 300,000 subscribers, that it's kind of got like a network effect going. We have inbound suggestions for articles, and we have outbound sources of expertise to bounce things off of on virtually any topic. Since we come from industry and we speak industry's language, we have scores and scores of industry executives who talk to us off the record, but could never say the things that we write in public. And so that's a pretty unique advantage for us. And so it's been a great ride, an absolutely great ride. And same with Thoughtful Money. And I remember when you put your own flag out and to watch you grow as fast and as consequentially as you have has been pretty amazing.

**Adam Taggart** (4:35)
Well, that is very kind. And it's been a great ride for Doomberg, been a great ride for both our companies so far. And hopefully this comment applies to both of ours as well, but particularly for Doomberg, it's been a great ride so far. But I get the sense you're still in very early innings.