Doomberg, a renowned energy analyst, discusses the significant production of natural gas in the Permian region, attributed primarily to his role as a by-product of oil extraction, stimulated by a risk premium on oil prices due to geopolitical tensions. He highlights how the surplus of natural gas, made more notable by the COP 28 methane agreement, has drastically reduced its price. This cheap natural gas supply benefits the manufacturing sector, particularly in producing fertilizer, corn, and soybeans at lower costs, which leads to high demand but challenges in profitability for these commodities.

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