[matthewaveryusa]

Yeah, he sounds very smart and pieces a lot of things together, but in a very assertive way. For example he goes on to talk about how gas is used only in the butadien petrochemical vertical but could displace oil verticals and have competitive advantage over other countries. That's cool as a theory, but really isn't a commoditized market a more likely scenario in a capitalist global economy? If I'm Mr. Gas I'm going to sell my LNG at a higher price abroad instead of selling it for the same in the US for others to make a profit instead

[toomuchtodo]

https://www.whitehouse.gov/briefing-room/statements-releases...

[bhpm]

> That's cool as a theory, but really isn't a commoditized market a more likely scenario in a capitalist global economy?

Zeihan’s thesis is that the global economy is no longer global because the US is no longer interested in being the world police patrolling the shipping lane. That is, “the end of globalization and Bretton Woods.”