In it to Win it podcast

China's Secret Oil Strategy During The Iran War ~ Doomberg

0:00
36:16
Retroceder 15 segundos
Avanzar 15 segundos

Doomberg is an energy and geopolitical analyst known for his sharp macro insights and deep understanding of global commodity markets.

👉 Doomberg's Substack

📩 Free Substack Newsletter

Recording Date 5-26-2026. In this episode, Doomberg joins Steve Barton to break down the hidden mechanics behind oil markets, strategic petroleum reserves, China's possible secret stockpiling of crude, and why oil prices failed to reach the levels many expected during escalating Middle East tensions. Doomberg explains how governments actively intervene to suppress speculative oil spikes and why the global energy system proved far more resilient than many analysts predicted. The discussion also explores how China may have quietly accumulated enormous oil reserves while global markets misunderstood demand trends for years. Throughout the conversation, Doomberg challenges conventional narratives around peak oil, energy scarcity, and commodity investing.

Doomberg also dives into the growing danger of attacks on global energy infrastructure and warns that the normalization of pipeline sabotage and refinery strikes could permanently reshape geopolitical stability. He argues that the post-World War II international order is being tested as sanctions, military escalation, and infrastructure warfare become more common among major powers. The episode expands into discussions around sulfur shortages, helium markets, aircraft carrier vulnerability, and why modern warfare is changing rapidly through drones and missile technology. Doomberg emphasizes that markets consistently adapt faster than panic headlines suggest, while also cautioning that long term geopolitical risks are increasing. The interview closes with insights on energy investing, Exxon's success in Guyana, and why midstream and infrastructure com

Top of FormBottom of Form

Key Insights in this episode

✅ China May Have Been Secretly Stockpiling Oil For Years

✅ Why Middle East Conflict Failed To Trigger $150 Oil

✅ Governments Are Working To Prevent Oil Price Spikes

✅ Attacks On Pipelines And Energy Assets Are Increasing

✅ Modern Missiles And Drones Are Changing Global Warfare

✅ Midstream And Infrastructure Companies May Outperform Oil Producers

 

Tools for Success that I Love and find Helpful / Affiliates:

Technical Analysis Series 

Rule Symposium 2026

Rule Classroom (Free) 

Rule Classroom Plus (2 Free Months) 

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

 

Chapters

00:00 Strategic Petroleum Reserves Explained
08:58 Will Countries Refill Oil Reserves Soon
10:27 Why Oil Prices Failed To Explode Higher
13:15 Trump Pressure And Oil Market Volatility
16:00 Energy Opportunities In A Multipolar World
17:59 Helium Supply Disruptions And Commodity Cycles
21:22 Why Rig Counts No Longer Matter
23:28 The Hidden Risks Of Energy Infrastructure Warfare
31:46 Why Modern Warfare Is Changing Rapidly
35:07 Premium Discussion On Sulfur Fuel And Supply Chains

 

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

 

#Doomberg #OilPrices #EnergyCrisis #MiddleEast #Geopolitics #StrategicPetroleumReserve #OilMarket #ChinaOil #EnergyInfrastructure #CommodityMarkets #NaturalGas #ExxonMobil #Helium #Sulfur #Fertilizer #MacroEconomics #WorldWar3 #SupplyChains #Investing #EnergyStocks #SteveBarton #InItToWinIt

Otros episodios de "In it to Win it"