[nyokodo]

> Capture that entire market with v1 of the process even if it's $10/gallon. Take everything learned to make v2 at $7/gallon and v3 at $5/gallon etc...

Due to Russian oil drying up volatile high prices globally will be the norm until technology like this comes into play and at least puts a ceiling on the price. So, the real question is how quickly and how cheaply can they reach 4 million barrels per day of production?

[DennisP]

And if Peter Zeihan is right, the loss of Russian exports is just the beginning of oil supply disruption over the next decade.

[Iwan-Zotow]

India and China are not losing any Russian imports

[nyokodo]

> India and China are not losing any Russian imports

Russia cannot keep up production without the involvement of the likes of BP etc, so while China and India haven't boycotted Russia it won't matter before very long.

[Iwan-Zotow]

You know that e.g. BP production had fallen for last few years, right?

[leobg]

If I read just one book of this author, which should I read? Or if not a book, which podcast/video? Thank you.

[DennisP]

Geopop videos on youtube were my introduction, and are definitely the quickest way to get the gist. Then I started reading his books.

Accidental Superpower is his first, from 2014, and is the best overall introduction. It doesn't just look at current events; he applies his approach to pretty much all the great civilizations of world history, starting with ancient Egypt. Well worth reading for that alone, it's amazing. Also covers modern day, and while it's a bit out of date now, the broad strokes haven't changed. This book includes a prediction that Russia would invade the rest of Ukraine right about now. If you read just one, make it this one.

The next two books are entirely focused on present day.

Absent Superpower from 2016 has two parts. The first is probably more information than you want about the shale revolution in the US, but he keeps it interesting. Then he writes about individual countries, with more of an energy focus. This one's obviously most relevant to the tech we're discussing here, which could change everything if it scales up soon enough.

Now I'm partway through Disunited Nations, from 2020. This also goes country by country, and of course is the most up-to-date so far. He starts out with several chapters on China, and goes into more detail than the previous book on their situation, which is incredibly grim. Now I'm starting the next chapter, on Japan.

His next book comes out in June. I think he mentioned in a video that he focuses more on the outlook for various industries.

[leobg]

Thank you. Very helpful. Reading it now!

[kreeben]

This one hour podcast really got me interested in Peter Zeihan: https://www.youtube.com/watch?v=pdP01go8wdQ&t=258s

His latest book is "The end of the world is only the beginning".

I follow him through the YT channnel "GEOPOP".

[leobg]

Thank you!