Egregoros

That's actually a bit LESS bonkers than I had originally thought.

Basically what JPM is saying is that once Countries That Matter start to have oil troubles, they're going to say "Look, we need this problem solved, and whoever is making trouble for getting it solved, you're gonna start losing family members in Nasty Accidents, fix this right now."

Problem is that the countries that really matter (China, Iran, Russia) may have differing opinions on the matter, and not with each other

So turns out China was prepared for this via massive stores of oil and diversifying away from oil. Almost like it was planned. The west will start having food problems and fuel problems before China does and then the hard sell to hungry people "You must be cold and hungry because Israel wants it that way. Now be silent lest we call you all anti semite"