Good morning everybody, and welcome to this week’s Situation Room briefing. As I prepare for the Windsor Energy Consultation in March, there are many situations that will be demanding my attention in the coming weeks.
The following are the first two of the top four energy and geopolitical events that I’ll be watching throughout this week. If you’d like to get access to the full briefing every Monday – and get access to my additional research and profit opportunities – just click here.
1. The Need for Political Coordination
My discussions with global contacts are intensifying about establishing a venue to coordinate a flexible central mechanism for public/private energy investment advisories and analysis.
This would act as a facilitator for conversations (a “clearing house” of sorts) addressing worldwide energy needs. I will be presenting the initial structure at the annual Windsor Energy Consultation, which begins on March 1 at Windsor Castle outside London.
My briefing to energy leaders and ambassadors/public ministers at Windsor will emphasize the need for ongoing coordination, involving the integration of government, corporate, private investment, and sovereign wealth funds.
2. Geopolitical Instability Rises Again
Second, I will be analyzing the increasing global energy infrastructure investment shortfall.
Now, updates indicate the developing situation is worse than initially forecast. Worldwide spending is trending lower than necessary while strains on the entire system from production to distribution are heavier.
There are significant problems emerging in replacement costs, security, and the ability to keep widening populations from being separated from availability of affordable energy or access to energy at all.
The inability to deal with this escalating access problem is a troubling blueprint for rising political instability.
Tensions – And Opportunities – Rise in the South China Sea
There is nowhere that demonstrates political instability these days more than the South China Sea.
Just today, it was reported that the U.S. has once again antagonized the Chinese in the area by sailing two warships closer than was wise to disputed islands in the Sea.
The U.S. Navy has called this move a “freedom of navigation operation.”
This comes after Navy destroyer USS McCampbell did the same thing back in January, after which the Chinese accused the U.S. of trespassing. Beijing then said that it had deployed missiles “capable of targeting medium and large ships.”
In other words, we’re starting the year off with increased tensions in one of the most disputed regions in the world.
These missiles that China has threatened have been getting “increasingly sophisticated,” according to the U.S. Chief of Naval Operations, Admiral John Richardson. “So it’s something we’re watching very closely.”
“Increasingly sophisticated” is what I call an understatement.
The Chinese have a weapons system that we’ve been working against for some time now.
But though they believe they have the advantage, that’s simply not the case.
Because the U.S. isn’t exactly one to back down from a fight.
That’s something that history tells us very clearly.
And not only do we have an ace up our sleeve, but I believe it could be the source of some massive profits.
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