I've lived in five of those countries and worked in all of the first half of the list, most of the bottom one.Well, I looked at a world map a few days ago in order to see the Middle East and the corresponding countries around it. I've never been to any of the countries in that area of the world, so its foreign to me.
Anyways - I just did google searches for the most relevant articles from 1/1/2020 to present for the following key term searches and took one of the top 3 links in each search:
- Syria: UNHCR responds to deadly earthquakes in Türkiye and Syria | UNHCR
- Afghanistan: Remarks by President Biden on the Way Forward in Afghanistan | The White House
- Iran: https://www.cnn.com/2022/09/24/tech/iran-internet-blackout/index.html
- Yemen: Explainer: Why Yemen is at war
- Oman: Haitham bin Tariq sworn in as Oman’s new sultan
- Saudi Arabia: FACT SHEET: Results of Bilateral Meeting Between the United States and the Kingdom of Saudi Arabia | The White House
- Iraq: https://www.npr.org/2021/10/18/1047...cy-defined-by-two-very-different-wars-in-iraq
- Jordan: Jordan warns Middle East is at edge of ‘abyss’
- Israel: Israel strikes and seals off Gaza after incursion by Hamas, which vows to execute hostages
- Lebanon: Exclusive: Lebanon's leaders were warned in July about explosives at port - documents
- Kuwait: https://www.npr.org/2020/09/29/918248313/kuwaits-emir-sheikh-sabah-al-ahmad-al-sabah-dies-at-91
- Turkey: https://www.npr.org/2023/02/07/1154913148/turkey-earthquake-fault-lines-syria
Outer countries:
- Egypt: https://theintercept.com/2023/09/22/menendez-indictment-egypt/
- Pakistan: https://www.bbc.com/news/world-europe-62712301
- Turkmenistan: https://www.npr.org/2022/01/08/1071565479/turkmenistan-gates-of-hell-fire
- Uzbekistan: https://www.npr.org/2022/09/15/1123...it-in-uzbekistan-as-the-ukraine-war-dominates
- Tajikistan: https://www.hrw.org/news/2022/09/21/kyrgyzstan-tajikistan-border-clashes-prove-deadly-civilians
- Georgia: https://www.voanews.com/a/parliamen...l-approval-to-foreign-agents-law/6994450.html
- Ukraine: https://www.state.gov/joint-declaration-of-support-for-ukraine
- Ethiopia: https://www.unhcr.org/news/briefing...efugee-arrivals-sudan-unseen-last-two-decades
Trends:
- Multiple giant wars
- Huge earthquakes and wildfires
- Massive amounts of refugees
The world gets its oil from these places. So many reverberations and it's almost like a petri dish of change going on. It reminds me of this really old quote by Elon Musk:
A quote by Elon Musk
In terms of the Internet, it's like humanity acquiring a collective nervous system. Whereas previously we were more like a [?], like a collection of cell...www.goodreads.com
“In terms of the Internet, it's like humanity acquiring a collective nervous system. Whereas previously we were more like a [?], like a collection of cells that communicated by diffusion. With the advent of the Internet, it was suddenly like we got a nervous system. It's a hugely impactful thing."
I liken the change of our entire energy consumption and utilization stack to the same line of thought, no? We're uprooting and replacing all of this, new technology always has a correlative (if not a causal) relationship with social change/progress too.
From doing that over decades I have learned just how much I do NOT know. I've also learned that from Greeks to the Roman empire, the Crusades, the Ottomans and ever since there has been endless conflict in the region, not least because of the fundamental world view differences between religious groups. After all nearly all fo the major forces have been Semetic, but never have the various linguistic groups thrived together.
All this affects TSLA only to the extent that reducing the importance of petroleum in the world reduces friction, perhaps.
The largest impact on TSLA is rising uncertainty, but that is dual edged, since BEVs do change the political dynamic pressures.
Only the perpetual uncertainty remains.