Israel and NATO ... https://www.youtube.com/watch?v=aisXolHrZQw

Moscow has begun limiting natural gas supply to Poland and Bulgaria as Russia seeks to increase energy pressure on Europe. Ostensibly these moves are to encourage European buyers of natural gas to pay their bills in rubles. But Russia has a longer-term goal in mind. Many private players within Germany, Austria and Hungary especially are lobbying their respective governments to allow them to continue doing business with Russia in rubles, hoping to sidestep sanctions. As the war between Russia and Ukraine escalates, global commodities markets are going through the most upheaval since the 1973 oil embargo on the U.S. But this time the energy crisis is most acute in Europe, which relies more heavily on Russian exports. And the shock isn’t confined to one commodity. Russia is the second largest commodity producer in the world (behind the U.S.), and the repercussions of its invasion seem to have changed global supply Markets overnight. This is the biggest upheaval for commodity markets since 1973. But the comparison ends there. Other than this being a Europe centred shock, the other key way this crisis is different from the 1973 oil embargo is that this isn’t just a shock to oil supply. It’s a shock to every single commodity: grains, oil, gas, metals, palladium, titanium, and neon. The list goes on. We have never seen anything like this before. A nother big difference is that 1973 was a seller-boycott. This is a buyer boycott. Apart from the actual war, you also have an economic war in the sense that you have a decoupling between Russia and the West. The actual physical decoupling – which will be seen in the commodity space – hasn’t even really started yet. We have seen the boycotts but the actual transition to do this is going to be a very painful process and difficult to physically achieve. In addition to this physical decoupling, the financial decoupling is starting to impact commodity markets, too. There has been a sharp drop in the prices of many emerging market and Russia related assets, leaving investors facing large margin calls. To fund these, they must take profit on the only positions in the black: commodities. This has led to a fall in total interest in the space, as well as a fall in prices – a clear sign of de-risking unconnected to fundamentals. Such profit taking only enhances the volatility now present in commodity markets. https://twitter.com/PeterZeihan https://www.youtube.com/watch?v=HpNCrHX4k44&t=66s ✅ Subscribe: https://bit.ly/3slupxs https://beacons.ai/GEONOW #Energycrisis #Ukrainewar #GeorgeFriedman #Peterzeihan #China Is Russia Using German Gas Dependence to Break NATO? | Peter Zeihan George Friedman ... https://www.youtube.com/watch?v=hYSCzmcfnw4