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Strategies & Market Trends : Natural Resource Stocks

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To: A Horse With No Name who wrote (23013)3/22/2005 4:40:35 PM
From: SliderOnTheBlack  Read Replies (2) of 108567
 
re: ["man you are slowly getting delusional. wonder where you come up with this stuff."]

Hmmmmm ?

Well "Horse" - let's just use comments from YOUR own link to 321Energy.com:

321energy.com quote:
["To date, we have chosen the second alternative: to secure oil by force. The evidence of its consequences are all around us. They include the titanic US budget and trade deficits funding a gargantuan, globally-deployed military and the Patriot Act and its starkly anti-democratic rescissions of civil liberties. There is little time left to change this choice before its consequences become irreversible."]

- does that sound delusional as well ? How about this ?

321energy.com quote:
["... inelastic demand will drive the price of oil and oil-derived commodities through the stratosphere, effecting by market forces alone massive shifts in the current distribution of global wealth.

<slider: China's unprecedented growth is driving that risk shift...do you think the USA will just sit idly bye...while that massive power shift occurs ? - delusional, or reality ?>

321energy.com quote:
["If the US economy is not to grind to a halt under these circumstances it must choose one of three alternate strategies: dramatically lower its living standards (something it is not willing to do); substantially increase the energy efficiency of its economy; or make up the shortfall by securing supplies from other countries.

President Bush’s National Energy Policy published in March 2001 explicitly commits the US to the third choice:

Grab the Oil."]



<slider: and is China going to stand idly by while we "grab the Oil" & how do we stop them from their "Oil Grab" via buying strategic Oil asset, after strategic Oil asset with their massive FOREX reserves ?>

321energy.com quote:
["It is this choice that is now driving US military and national security policy. And, in fact, the past 60 years of US policy in the Middle East can only be understood as the effort to control access to the world’s largest supply of oil. "]

.... I would theorize here; that it will be far more effective, far less dangerous and far less expensive to instead of trying to control the "access" to Oil Militarially...to, instead; control the "Economic ability" for anyone else to access that Oil !

- but, I would assume that sounds delusional as well.

more 321energy.com quotes:
["The CIA’s overthrow of Mohamed Mosadegh in Iran in 1953 after he nationalized his country’s oil is another example. So, too, was the US strategic embrace of Israel during the 1967 Six Day War. The US was deeply mired in Vietnam but needed a “cop on the beat” to challenge Arab states—Egypt, Iraq, Syria, Yemen—that were “going Soviet.” It has stuck with that relationship ever since."]

Hmmmm ?

Stratfor-esque CIA overthrows, Israeli intervention, Oil an obvious strategic asset - sounds kind of Black Helicopter-Conspiratorial there now doesn't it (vbg) ?

Is this piece from 321Energy.com - also "delusional" , or is it based in historic geopolitical & socioeconomic reality ?

more 321 Quotes:
["The reason is that a very major portion of the world’s oil is, by accident of geology, in the hands of states hostile to the US. Fully 60% percent of the world’s proven reserves of oil are in the Persian Gulf. They lie beneath Muslim countries undergoing a religious revolution that wants to return the industrial world to a pre-modern order governed by a fundamentalist Islamic theocracy. Saudi Arabia alone controls 25% of all the world’s oil, more than that of North America, South America, Europe and Africa combined. Kuwait, Iran and Iraq, each control approximately 10% of the world’s oil.

Another 15% of the world’s oil lies in the Caspian Sea region, also a dominantly Muslim region. It includes a group of post-Soviet, satellite and buffer states that lack any semblance of legal or market systems. They are extraordinarily corrupt, really just Gangster Thugocracies masquerading as countries. Think Afghanistan.

Both Russia and China consider this region part of their “sphere of strategic influence” portending significant clashes for the US over coming decades. "]

<slider: per earlier observations we have a history of "pre-emptively" taking out our competitors for Oil...but, yet as Oil becomes more scarce and more strategically valuable and as America becomes more Geopolitically aggressive....China is going to just sit idly by as we do this...and we are going to just sit idly by...as China grows it's Forex reserves and pushes the price and availability of Natural Resources to the tipping point ? ...and I'm delusional in theorizing that America will once again act - pre-emptively ?>

321energy.com quote:
["As long as the US chooses the Grab the Oil alternative, the implications for national policy are inescapable. The combination of all these facts—fixed supply, rapid depletion, lack of alternatives, severity of consequences, and hostility of current stockholding countries—drive the US to HAVE to adopt an aggressive (pre-emptive) military posture and to carry out a nakedly colonial expropriation of resources from weaker countries around the world. "]

...hopefully after this little review; there is no longer any question on "if" we are going to act pre-emptively...but, only on "when" and "how."

I don't think anyone is delusional on the "when" not if; nature of America acting pre-emptively in continuing it's history of the "Oil Grab"... how could we be after reading that (vbg).

So, let's focus on the "how" -

Just as 321Energy.com has looked back into history in decrying the predictable history of "when" America made it's "Grabs for Oil"....how can one fail to also look back to history to see "how" we conquered the last serious threat to our Energy Grab - the former Soviet Union.

The "how" was accomplished by collapsing the Soviet Economy; which in turn collapsed the Soviet Government...all done without firing a single missle.

"HOW" - it was done; was by utilizing weapons of mass economic destruction.

- escalating the Soviets into a Spending War on National Defense that was unsustainable and led ultimately to their collapse.

We will do the same with China.

We will escalate their spending on Oil and Natural Resources...to unsustainable levels - which will lead to their economic collapse...which will in turn; lead to the collapse of their authoritarian Government - which is the End Game.

Only China's economy stands as a threat to our own:

- in escalating the price of Oil and Natural Resource commodities to levels that could topple our own economy.

- in negatively impacting the USD by refusing to re-peg the Yuan.

- in continuing to engage in unfair Trade Practices and Policy's.

- in growing massive currency reserves that allow it to not only become the Global Pac Man of Oil and Natural Resources; but in also achieving the Economic ability to build the only Military threat to the Super Power Status of America.

If you look to history; you will clearly see that reality is far from delusional.

You heard it here first:

* Oil is being used to fuel China's construction...but, Oil will also be used to fuel China's destruction. *

Yes; America will once again act pre-emptively.

Yesterday - with the Soviets.

Today - with China.

Reality - not Delusion.
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