MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

Every frames nearly all current geopolitical flashpoints—energy, Canada, Taiwan, AI—as facets of a single accelerating U.S.-China bloc confrontation with rising tail risks.

• Oil/energy escalation: Iran reportedly gave the U.S. a one-week ultimatum to lift its blockade or resume strikes, potentially extending into the Indian Ocean; WTI spiked ~$3.50 on the news.
• Diesel ban risk: Trump reportedly committed to a 90-day U.S. diesel export ban despite Energy Secretary Chris Wright's public objection, which Every says could evolve into exemption-based coercion favoring loyal allies.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.