Peter Zeihan

One of the three, maybe more than one.

That will generate a completely new arms race in order to access that technology and apply it.

And whoever can figure that out leaves the old problems behind.

I mean, the petroleum age was a mess.

I understand why people would like to go beyond it.

The green age, if it happens with today's technologies, would be worse.

But that's not going to stop us from trying to invent something new.

And as soon as we do, maybe it's a capacitor, maybe it's a battery, maybe it's power beaming, I don't know.

We start with a completely new set of goals, needing a completely different set of materials and different concentrations, and that changes the geography of what we are concerned about.

So we might, 10 years from now, be more obsessed with Bolivia than we right now are with Saudi Arabia and Iraq.

All depends on where the technology goes.

Right now, the ore comes from one place.

It's primarily processed in China.

It's sent to a third location to be purified to a degree that you can then actually use it.

And then it gets turned into an intermediate product.

So step one, no matter who you are, no matter where you are, that first processing step that's done in China, that has to be done somewhere else.

If we don't get that right, we don't get to try it anything else.

I've been pleasantly surprised about global food systems.

The sanctions against the Russians have not increased.

yet impacted the fertilizer supply system.