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[Oil and Energy Investor with Dr. Kent Moors]
July 14, 2019
Dear Oil & Energy Investor,
Things are heating up once again in the geopolitical realm.
I returned from my London meetings with a heavy dose of jet lag, a few colorful additions to my vocabulary courtesy of my international colleagues, and more concerns about the international geopolitical climate.
In particular, the Persian Gulf.
This volatile area is creating more concern than most anything else, and for good reason. As I've discussed previously in Oil & Energy Investor, most people in the know are preparing for war.
Conflict in the Strait of Hormuz is ramping up as well - and remember, this is the single-most important stretch of water for overseas crude oil and natural gas transport. The Iranians are making threats, the UK is now involved, and U.S. involvement isn't exactly helping matters.
As I said, there was some colorful language being thrown around at the U.S. by my colleagues.
Now, if war in the Persian Gulf was all we had to contend with, things wouldn't be as volatile as it is.
Because not only is the U.S. dealing with the Iranians, but also the Russians, the Chinese, the Venezuelans, and a few other countries with beefs against us.
So, the situation in Iran notwithstanding, there are [many other fronts]( for the U.S. - and myself - to be paying attention to.
The Chinese are one of the most vocal about their beef with the U.S., if their actions in the [South China Sea]( are any indication. Tensions there are ramping up nearly as much as Iran, and the Chinese are rumored to have recently begun missile tests in the area.
So, we are far beyond what you might call the "normal" geopolitical climate. And I fear there's no turning back now.
[Energy Advantage]
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[The Energy Inner Circle]
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Sincerely,
Kent
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