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The Winners and Losers of Energy Transition - The Green Line - Ep 5

The Red Line

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The US's Future in the Gulf

At $30 a barrel, we're talking about the elimination of major oil producers like Canada, Brazil, most of the US and GOLA. The pond is shrinking, but there's much less people in the pond. With a country like Angola, that would mean 80% of their exports gone with nothing left to replace it. This amount of GDP disappearing in a short space in this many countries is almost certain to cause revolutions, riots, wars,. And yet all of this could be only a decade away.

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