Amid Oil Turmoil and Higher Prices, Think China Alternatives and Uranium
Here is your reality on oil prices and the surge of democracy in North Africa and the Middle East ... this feels a little like the fall of communism widespread and domino like. BUT the difference is, we dont know who is going to take over.
With the fall of communism, we knew who was taking over and the U.S. had cemented itself as the peace broker in the process. This is very different and while I dont think this will prove horrible to U.S. interests (a different reality for sure) in the region the dust is not going to settle anytime soon.
If your worst case scenario is Muslim Brotherhood, Hamas and Al Queda influences in power, then oil becomes a political weapon for the new power regimes. If you have military transition and uncertain leadership, elections and evolution this will take months if not
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