Doomberg

The green chicken: Substack's #3 finance publication, on energy and geopolitics.

Predictions & track record (2)

• Awaiting grading A new warning: US natural gas could run short by 2028, and this time it's demand, not supplyGrade in mid-2028: is US natural gas supply starting to fall short of demand as Smith predicted, with storage tracking toward depletion by 2030?
• Awaiting grading Doomberg: The world still runs on hydrocarbons, and China's solar boom may have just peakedGrade when China's full-year 2026 solar installation figures are published: did new additions come in below the 2025 record, as Doomberg predicts?

6 related posts

• Watch A new warning: US natural gas could run short by 2028, and this time it's demand, not supply Doomberg · 2026-07-26
• Watch China's EV export playbook looks like a preview of its AI strategy Doomberg · 2026-07-22
• Watch Doomberg: The world still runs on hydrocarbons, and China's solar boom may have just peaked Doomberg · 2026-07-18
• The scandium problem: a short seller calls Bloom Energy's China bluff Doomberg · 2026-07-14
• Counting rigs is easy now. Cutting through propaganda is the hard part Doomberg · 2026-07-10
• Gas in one side, data out the other: the off-grid project that finally pencils Doomberg · 2026-07-07