Energy Crisis, OPEC agrees to Major production Cut | Peter Zeihan
https://zeihan.com/ The Organization of Petroleum Exporting Countries (OPEC) and Russia announced yesterday that they would be cutting back daily oil production to the tune of about two million barrels per day to help shore up oil prices. I would be more concerned if OPEC wasn't already struggling to meet its own quotas.
Chronic underinvestment and a host of technical and...other production issues have been causing significant production declines throughout OPEC member nations, particularly among African producers. Throughout much of 2022, that figure has hovered between 1 and 2 million barrels per day below OPEC production targets. Add in the rest of OPEC+ (the 13 OPEC member states and other significant oil exporters, like Russia) and that figure tips over 3 million. A reduction in target quotas might not have the long-term impact on oil prices they expect, though the market is historically notoriously speculative. ✔ https://geonow.substack.com/
Recorded 12/13/22 https://youtu.be/g6w6qgBqg1w
In this video, Lt. General Ben Hodges discusses the current situation in Ukraine and provides insight into the challenges and opportunities facing the country. Tune in to learn more about the role of Ukraine in international affairs and the impact of recent developments on its future.
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This War is About Crimea, Catherine the Great & Putin
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https://www.youtube.com/watch?v=Oj0THBmWlQ8
The Biden administration's moves against China's semiconductor industry are continuing to have serious consequences, including the largely universal resignation of American citizens working in the Chinese chip industry. China will rapidly find itself unable to fill in several critical gaps in terms of skilled workers, design work, technological inputs, etc. What are Beijing's options?
With Europe and Japan largely on board with US action--not many. South Korea and Taiwan could address some needs, but far from all. China's future will likely be one where it sources inputs on the grey market--buying components or pulling chips from third-party devices and attempting to insert them in products and industries they were not designed for. It's going to be a time-consuming, ugly, imperfect process, with serious implications for high level computing, China's emerging defense platforms, telecommunications, and more.
The polity we know as China today is composed of an amalgam of historically competing regions, with several regions often closer to invading/foreign powers (be they Mongol or European) than each other. These geographic and cultural differences persist today, even within the Han majority. But China's problems under Xi are more a result of Xi's leadership style and the method by which he consolidated power than any historic, geopolitical fissures that have persisted through Chinese history.
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How Ukraine is Destroying Russian Logistics | Peter Zeihan
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https://twitter.com/PeterZeihan
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https://www.youtube.com/watch?v=T0j_7gmMrhI
Retired US Army General Ben Hodges explores the history of the ongoing conflict in Ukraine. Beginning with the 2014 Revolution of Dignity and the Russian annexation of Crimea, General Hodges delves into the complex history and geopolitical dynamics at play in the region. He discusses the role of various actors, including the Russian government, separatist forces, and international organizations, and the impact of the conflict on the people of Ukraine.
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https://www.youtube.com/watch?v=Jd561bO7H84
The danger that Russia continue the fight for many months. Meanwhile, the effects of the economic rupture with Moscow will begin to be felt much more acutely in Europe in the form of rising prices, energy shortages, lost jobs and the social impact of trying to absorb as many as 10mn Ukrainian refugees.
America is less economically exposed than Europe. But the war started with US inflation already high and Biden’s popularity ratings low. Petrol prices are now soaring and that always goes down badly with American voters.
Food prices are also likely to soar higher, the importance of Ukraine and Russia to the global wheat and fertiliser markets is underestimated. As a result, the number of Europeans using food banks or requiring emergency assistance will increase.
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Russia's Ukraine War Could Destabilise Europe | Klitschko brothers
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https://www.youtube.com/watch?v=i54m2fTumM4&t=2s
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https://www.youtube.com/watch?v=AyVWGuAMmcA
These days, the world is looking at Ukraine, where dramatic scenes that Europe thought it had left behind are unfolding after the attack by Russian armed forces.
Alex Stubb, Director of the School of Transnational Governance, spoke to several international media outlets, tackling issues such as to Finland's historical relations with the Soviet Union, Putin’s agenda, the sanctions imposed on Russia by the European Union, as well as the future of Ukraine and the European continent.
24 March 2022. https://www.youtube.com/watch?v=xdnOm0HvLJc
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#freeukraine #russianwar #NATO
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https://www.youtube.com/watch?v=Yp-PKMYCUiQ
In recent developments, Russia, positioning itself as a neutral player in Middle East affairs, has maintained stable relationships with both Israel and its Arab neighbors.
However, a notable shift occurred after Hamas' October 7 attack. Israel interprets Russia's symbolic support for Hamas in Gaza as siding with the militant group. Adding to the complexity, Israel's UN ambassador made a significant announcement regarding the testing of an early missile system warning in Kyiv, a strategic move in response to Russia's neutrality.
This further solidifies the evolving relations between Israel and Russia, with potential implications for the ongoing conflict in Ukraine.
00:00 - Israel's U.N Ambassador Gilad Erdan
01:00 - Testing an early missile system warning.
01:45 - Israel's strategic independence
02:40 - Russian non alignment
03:30 - Conclusion
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https://www.youtube.com/watch?v=ADZ42gIsUN8
Dr. Daniel Kempton is a political science professor and an expert in international conflict who serves as our vice president for Academic Affairs.
Apr 13, 2022 https://www.youtube.com/watch?v=t3GO6Xvmh8k
Ukraine was a cornerstone of the Soviet Union, the archrival of the United States during the Cold War. Behind only Russia, it was the second-most-populous and -powerful of the fifteen Soviet republics, home to much of the union’s agricultural production, defense industries, and military, including the Black Sea Fleet and some of the nuclear arsenal. Ukraine was so vital to the union that its decision to sever ties in 1991 proved to be a coup de grâce for the ailing superpower.
➡️ The Geostrategic & Economic Importance of Ukraine | Daniel Kempton
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https://www.youtube.com/watch?v=7Viwap_L5Yg
Fireside Chat with Jeffrey Gundlach june 2021
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