In this timely Triangle Investor interview, renowned energy and finance expert Doomberg joins us to dissect the Trump administration's groundbreaking Project Vault — a $12 billion strategic critical minerals stockpile launched in early February 2026 to counter China's dominance over lithium, nickel, rare earths, and other vital resources essential for national security, EVs, defense, and tech supply chains. Doomberg explores the initiative's potential to reshape global commodity markets, discusses JD Vance's proposed price floor system for domestic production, and analyzes why U.S. escalation dominance has been eroded by years of market failures in pricing national security and environmental risks. The conversation dives deep into 2026 energy outlooks, including fading geopolitical risk premiums in oil, the looming LNG glut amid surging AI data center demand, natural gas volatility, gold and silver corrections, uranium's long-term outlook, copper supercycle hype, rising U.S. power needs, the EU's renewable push versus China's coal reality, and bullish potential in geothermal energy. Perfect for investors tracking commodities, geopolitics, energy transition, and macro trends in 2026 — watch now for Doomberg's contrarian, data-driven insights on how these developments could impact prices, resilience, and investment opportunities.

🗓️ Recording date: February 5, 2026

Timestamps
0:00 Intro & Doomberg Returns
0:32 Trump’s $12B Project Vault Explained
3:04 JD Vance Price Floor for Minerals
6:15 Oil: Geopolitical Premium Vanished
8:19 LNG Glut vs AI Power Demand
12:12 Gold & Silver Correction Reality
14:59 Uranium 2026 – Still Bearish
18:11 Copper Supercycle? Mostly Hype
19:24 AI Drives +25% US Power Demand
20:58 EU Renewables vs China Coal
22:21 Geothermal: Big Bull Case
23:38 Wave Energy – No Thanks
24:20 Follow Doomberg