The oil and gas industry is characterized by a complete inability to discipline itself; when left unfettered, the industry will overproduce and crater prices because individual operators are driven by the temptation to grab the marginal dollar.

Most oil and gas operators in the Permian probably vote 70-30 for Trump but would be voting against their own economic interest, since regulatory constraints that limit production are what actually support oil and gas equity returns.

Natural gas technological improvements have compounded such that the Marcellus Shale can now produce a million BTU of natural gas for approximately $1.50 in marginal cost, versus historical predictions that it would never produce economic volumes—technological innovation is perpetually ongoing and often underestimated.

Fungibility in energy means that one primary fuel can be chemically transformed into a molecular replica of another (natural gas → gasoline/diesel) OR the downstream engine can be redesigned to accept multiple fuel inputs, closing price arbitrages between fuels.

A nuclear power plant, once built, is essentially indestructible and good for ~100 years, making nuclear infrastructure a multi-generational asset comparable to the interstate highway system in terms of lasting economic benefit.

Technology doubling times are shrinking and will soon be measured in weeks or days rather than years, making it impossible for individuals to choose a single career for 60 years or stick with one company long-term—adaptability and willingness to learn will be increasingly critical.

Electricity is radically underpriced relative to its value because it is regulated as a utility; it is treated like water (another radically underpriced essential), yet consumers and businesses would pay vastly more for guaranteed supply of electricity than the 11-15 cents/kWh current price.

American infrastructure is deteriorating due to underinvestment; bridges built by previous generations aren't being maintained, and America has stopped building major things besides dopamine-inducing social media algorithms, representing a loss of intergenerational responsibility.

Nuclear power today is mostly siloed as an electricity-only producer, while natural gas is far more flexible (industrial steam, fertilizer feedstock, electricity, fuel transformation), making natural gas currently superior to nuclear despite nuclear's long-term advantages.

Nuclear waste is actually a fuel for future engineers—fast breeder reactors can recycle spent fuel rods to extract the 95% of uranium energy that wasn't used in standard reactors, making nuclear waste a 'gift to the Future' rather than a disposal problem.

Biden Administration (specifically Jennifer Granholm's speech in Georgia) has shifted from opposition to aggressive support for nuclear, saying '2 down, 198 to go' about expanding US nuclear capacity—this is a complete 180-degree reversal from a decade ago.

Building major infrastructure and solving energy challenges requires 'an awful lot of reliable affordable energy', which nuclear and natural gas can provide, making energy infrastructure and generation the prerequisite to all other progress.

Supply chain and labor force constraints are now the binding constraints on nuclear expansion, not political constraints, and these are 'very manageable constraints' that are 'great problems to have' compared to policy opposition.

Both long and short investment opportunities will emerge from the electricity supply-demand disruption, but the direction and magnitude of price/supply changes are very difficult to model in detail, making this a domain where investors must develop their own theses.

Europe faces a larger geopolitical powder keg than the US, with recent assassination attempts on heads of state (Slovakia), far-right political movements (Spain), and the German government in crisis due to incompatibility between green energy policy and democracy.

Doomberg has expanded coverage beyond energy to health topics including cancer and diabetes, publishing 'Survival as a Service' examining incentive structures that favor treating diseases chronically over curing them, indicating deeper interest in how incentives drive policy.

Doomberg has been intentional about building doomberg to allow for life balance and happiness alongside commercial success, deliberately choosing not to chase growth for growth's sake and actively managing brand and avoiding unnecessary risks to family finances.

The 'cure for high prices is high prices and the cure for low prices is low prices' is a cliché in commodities that reflects the reality that prices self-equilibrate: high prices incentivize production until supply glutted, low prices force curtailments until shortage emerges.

Standardized reactor designs (like the AP1000) are more than adequate for US nuclear expansion; the pursuit of advanced reactor technologies and SMRs represents industry scope creep that delays buildout, whereas France and Canada demonstrate that standardized, proven designs enable rapid deployment.

Mobile/portable natural gas power plants and on-site electricity producers will benefit from AI's demand for reliable electricity that cannot be rationed, creating investment opportunities for companies producing marginal electricity supply in a constrained market.