By Peter Zeihan
If you have any interest in what’s really happening in our crazy world, Peter Zeihan is an amazing source of unbiased insight as to what is going on.
We’ve got some more interview style questions for you today! We’ll be focusing on China, specifically looking at the potential for Chinese energy independence and if any countries surrounding China should be worried about an invasion/resource grab.
While it may appear that the Chinese have access to significant shale oil deposits, the reality of their energy outlook isn’t so pretty. Most of the Chinese lake bed shales are waxy and produce only a fraction of the energy that American deposits produce. In addition, the location of these deposits just so happens to be in a historically secessionist region, so that helps limit development.
On the Chinese expansion front, the prospects aren’t looking too hot. With limited military capabilities and geographical constraints, expansion towards resource-rich neighbors isn’t feasible. My bigger concern is what happens after Chinese demand for these resources falls off and the countries sending this stuff to China lose that stream of income…
Peter Zeihan is a world expert in geopolitics: the study of how place impacts financial, economic, cultural, political, and military developments.
He presents customized executive briefings to a wide array of audiences including financial professionals, Fortune 500 firms, energy investors, and a mix of industrial, power, agricultural, and consulting associations and corporations.
Mr. Zeihan has been featured in, and cited by, numerous newspapers and broadcasts including The Wall Street Journal, Forbes, AP, Bloomberg, CNN, ABC, The New York Times, Fox News, and MarketWatch.
We’re heading down under today. The Australians are one of the few countries that will stay under the United States’ wing as the Order collapses, but they have a few things to figure out first.
The Aussies have grown awfully close economically to the Chinese over the past few decades, so they’ll need to find some different customers. I’m sure the U.S. will make the list. Australia will also have to find a way to rapidly move up the value-add chain in terms of processing capabilities and capacity.
There’s also an Outback-sized sub-prime real estate issue that will trigger a financial crisis when it finally cracks…especially if all of these issues boil up at the same time.
Regardless, the Australians have got in good with the Americans, and they’re set to thrive in the deglobalized world. And the US isn’t mad about it either; they’re getting a creative and capable ally with plenty of the stuff that will be in high demand in the coming years.
Peter Zeihan is a world expert in geopolitics: the study of how place impacts financial, economic, cultural, political, and military developments.
He presents customized executive briefings to a wide array of audiences including financial professionals, Fortune 500 firms, energy investors, and a mix of industrial, power, agricultural, and consulting associations and corporations.
Mr. Zeihan has been featured in, and cited by, numerous newspapers and broadcasts including The Wall Street Journal, Forbes, AP, Bloomberg, CNN, ABC, The New York Times, Fox News, and MarketWatch.
