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Doomberg

Doomberg

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Independent team on energy, finance and geopolitics; policy‑driven market dynamics and supply chains.

Recent Posts

Copper: Imminent Supercycle or Mostly Hype?
News•Feb 20, 2026

Copper: Imminent Supercycle or Mostly Hype?

In this episode, Doomberg examines the recent surge of interest in copper, dissecting whether the metal is on the brink of a genuine supercycle driven by supply constraints and booming demand, or if the hype is largely speculative. He outlines the key forces shaping copper markets—including renewable energy rollout, electric vehicle production, and geopolitical supply risks—while highlighting historical price patterns that suggest caution. Doomberg’s perspective, rooted in his long‑form market analysis style, emphasizes the importance of separating macro‑fundamental drivers from market sentiment, warning listeners not to overcommit based on hype alone.

By Doomberg
Hard Landing
News•Feb 14, 2026

Hard Landing

The episode examines President Trump’s EPA rule revoking the Obama-era "endangerment finding," which could dismantle federal climate regulation and spark years of litigation. It then shifts focus to California, where Governor Gavin Newsom is scrambling to mitigate the fallout from...

By Doomberg