Oil To Collapse To $30/Barrel After Iran War Ends? | Doomberg

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com The war against Iran is creating a global oil shock, both in price and supply. How serious and long-lasting is this likely to be? And what will the knock on effects be: for future oil & gas flows, for other conventional fuels like coal, and for the future of alternative sources like nuclear energy? To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy expert Doomberg. #oilprice #iranwar #oilandgas 00:17 – Introduction & Main Topic: The War Against Iran and Global Oil Shock 02:17 – How Big a Factor Is the Iran War on Oil & Gas Markets? 02:57 – Why Oil Hasn’t Spiked as Much as Expected (Government SPR Releases & Counterparty Reality) 04:50 – “After Hormuz”: Punctuated Equilibrium in Energy Markets 05:15 – The Emerging Split: Petrodollar vs. Petroyuan World 06:09 – Regional Oil Production & Consumption Shifts (2000–2024) 07:16 – Long-Term Outlook: Oil Price Collapse to $25–$30 After the War 09:48 – If This War Doesn’t Send Oil to $150, What Will? 11:48 – Doomberg’s Three Commitments During Wartime Coverage 13:12 – Evidence of New Production Coming Online Elsewhere 15:17 – Why Natural Gas Prices Haven’t Spiked Like Oil (Co-Production & Regional Dynamics) 17:10 – Negative Natural Gas Prices in the Permian & LNG Market Nuances 19:56 – Shale Activity Ramp-Up in Response to Higher Oil Prices 21:41 – Source Switching: Will the World Reduce Dependence on Persian Gulf Oil? 23:19 – Post-War Restocking, Storage Expansion & Logistics Matter 27:32 – Acceleration of Fuel Switching (Oil-to-Gas, Coal, Lighter Hydrocarbons) 28:07 – Ending Oil Burn for Electricity & Engine/Flex-Fuel Opportunities 31:29 – Impact on Nuclear Energy Ambitions & Risks in the Middle East 33:56 – Gasification, Home Drilling & “Fortress North America” 36:34 – Venezuela, Argentina (Vaca Muerta) & Removing Political Constraints on Supply 39:33 – Will Oil Become the Backup Fuel? Long-Term Price Implications 42:13 – Demand Destruction, Inventory, and Why Oil Can’t Stay at $200 47:30 – Investment Opportunities: Volume, Midstream, Diversification & Fuel Switching Tech 49:40 – What Will Be the “Next Shale”? Technological Breakthroughs Ahead 51:38 – Closing Thoughts & Where to Follow Doomberg _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video. Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-conten... Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-conten... IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.