Maybe a split into a north EU and a south EU ?
The EU situation seems very complex, and was probably a bad Idea from the start.
Any way I think the more immediate issue is Russia right now and what going on with their election?
That could be a real negative for the world economy if things go all late eighties there.
And Iran and Pakistan, I think Pakistan is maybe about done being our friend here.
But at the same time
The other interesting thing that is getting no air time and is very important and dramatic shift in America’s energy future.
We are now set to become a net exporter of energy products (LNG and Coal but now Oil also). Seems almost unbelievable but is something I have been saying for a while now (We DON’T NEED THE MIDDLE EAST).
The other shift that is occurring right under our noses is the shift to Compressed NG and LNG use in trucking in the U.S,. seems the market is doing what policy and pickens could not. When LNG is about 1.5 to 2 dollars a Gallon equivalent, diesel fuel starts to look very expensive to truck companies.
Which brings us back to Russia I guess and maybe Iran those are the two big wild cards right now IMHO.
