Submitted by Mary Christine
Via Money Circus
News comes at us fast, like the pitcher’s ball. We take them one by one, defence and deflection. We’re not looking to knock them out of the park. Survival is the game.
Crises in food and fertiliser, transportation and fuel, jobs and AI, internet and cyber attacks, lack of chemicals bringing industries to a halt. What’s going on?
A Great Shutdown is underway and it was already a much bigger deal than Covid when I wrote about it in 2023. From energy prices that shutter industry, to brands that “go woke and go broke” — why burn it down unless that’s not where your wealth lies.
The ultimate tier 1 investors have their generational wealth in the ground and hard assets. They can shut down the consumer economy, it’s just a matter of timing.
The continuation of war despite the mounting loss of energy, the impact on food and essential inputs for industry, from pipes to metals, confirms my analysis.
The gas and oil spigot is being turned off.
I called out the Great Shutdown back in 2023 when it was not fit for polite conversation. Like the Great Replacement is still not fit today.
At a certain time, late in the day, everyone will agree that they knew all along.
So let us examine this criss.
The announcer over the speaker system tells us, during half time, that there will be a fly past.
We look up, and see black swans incoming.
Not Enough Minerals For Green Energy – Putting the D in population (Sep 08, 2022)
The Never Normal is Forever – UK Gov aims to Embed Control through ‘New Identities’ (Sep 07, 2021)
Europe’s Immaculate Deception Continues – The Hollow Men & Women of Philanthropy’s Vacuum (Sep 02, 2025)
See Canada’s Unelected PM Takes Power – Globalism as a front for corporate might, Pt 1 (Mar 14, 2025)
Follow The Consensus To Your Demise – First of a series on depopulation (Aug 09, 2023)
(2,800 words or about 12 minutes of your company)
World swanification bodes ill
Oct 29, 2026
A black swan event is a metaphor to describe something that no-one could even imagine — a happening that is unlikely because everyone assumes it to be impossible.
Only white swans existed in Europe. No-one had ever seen a black swan, so it was… impossible.
On the other side of the world, cygnus atratus was living happily in Australia.
There, black swans are not rare and they’re not random! Black swans migrate in a V-formation to minimise resistance and speed them to their destination; a bevy of swans when they’re incoming by air, or a wedge when by water.
That’s what we’re seeing from the crises about to hit Western countries in particular. Not random events but black swans incoming.
Skip to the conclusion — the Great Shutdown — if you are short of time but be sure not to miss it. Please subscribe for free and consider becoming a paying supporter.
— Thank you, Mark
This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.
Upgrade to paid
We find, in no particular order, a growing number of crises affecting industry and society.
Jobs are layoffs accelerate. Microsoft is offering redundancy to more than one quarter of its workforce, offering buyouts to 60,000 staff. Barclays bank is cutting five per cent of its staff, mainly in support functions. Groupon is going from human “digital native” to “AI native”, cutting a quarter of its jobs. It’s a broad trend, across many industries.
Internet insecurity is no longer a bug, it’s a feature. We see a global equivalent of Stuxnet (the virus that was used to break Iran’s nuclear centrifuges in 2010) and this time the target is whole-of-society. Cyber attacks and Internet outages shuttered banks last week. AI agents probed companies’ code. French supermarkets saw their fridge freezers hacked, temperatures cranked up to spoil food. If their SMART fridges then why not yours, or any device that’s hooked up, like the SMART meter that controls your electricity?
This was the scenario of the Obama-produced “Leave the World Behind” (2023) in which a broad and rolling cyber attack exposes the fragility of its middle class characters.

Western newspapers are reporting on the vulnerability of Internet cables that pass under the Strait of Hormuz. Recall how the same politicians and media lamented Europe’s reliance on Russian gas shortly before the detonation of the North Stream pipeline under the Baltic Sea.
Food prices rise. Don’t believe the official inflation numbers which are manipulated. Watch your shopping bill and the hidden shrink-flation of smaller packet sizes and cheaper ingredients.
U.S. wheat production is down 23 per cent on the year, to its lowest level since 1970. The reduction is caused partly by drought, El Niño and tired soils affecting yields, but also by a shift to higher-subsidised crops like corn and soybean. The rising cost of fertiliser and diesel is another burden. Disruption to Ukraine exports through the Black Sea also pushed up grain prices.
The Quaker Oats factory in Cedar Rapids, Iowa, suffered an explosion and fire, five floors up in an area where the product moves, rather than where people work. No one was hurt but the the building and its machinery were put out of action. It is the worlds largest oat milling facility that processes over 2 million pounds of oats daily.
The follwing graphic should give you the same jolt as five cups of coffee.
About 300 vessels carried fertiliser through the Strait of Hormuz in January (296 according to AXSMarine). In September and October, not one. The World Trade Organisation says this has removed one-third of the world’s seaborne fertiliser.
The Persian Gulf supplies 34 per cent of urea, the world’s most widely used nitrogen fertiliser. Prices initially doubled, according to the World Bank. Urea prices have since stabilised but phosphate fertilisers stayed high.
One reason is that phosphate fertiliser plants need sulphuric acid. The Persian Gulf supplies half of all seaborne sulphur. As costs surged above $1,000 a tonne, processors in India, Brazil and Egypt rationed production. Turkiye and China had limited their exports of sulphur and urea.
Farmers are cutting orders, reports the UN International Fund for Agricultural Development (IFAD). Some are leaving fields fallow.
Small farmers are turning away from higher-value crops that take longer to generate income to those that generate faster cash flow, such as salad and vegetables.
Charl Van Zyl of Meridian Macro says rather than price, more telling is how much crop it takes to buy a tonne of fertiliser. Nitrogen-heavy urea is affordable, sulphur-produced phosphate is not. If you want a deep dive into the impact of the Persian Gulf crisis on commodities, I recommend his Substack post.
Agriculture Commodity Newsletter
Hormuz Reached the Farm Gate in Three Waves
Diesel is still stretched, nitrogen has calmed, and phosphate has not. What eight months of data say about how the Gulf shock is feeding into wheat, maize and sugar…
Read more
a day ago · 5 likes · Commodity Conversations
Stocks of fertiliser cushioned the impact on agriculture. In addition there is phosphorous and potash in the ground, but only a few countries have large deposits.
Morocco is a global power in phosphate rock, phosphoric acid, and phosphate fertilizers, holding roughly 70 per cent of the world’s total phosphate reserves
Kazakhstan processes phosphate rock and, as a byproduct, dust that is rich in potassium and residual phosphorous.
Canada mines its own phosphate but it is also a potash (potassium) superpower. China accounts for roughly 85 per cent of global yellow phosphorus production capacity.
Pump prices hit the headlines when the U.S. and Israel struck Iran on February 28. About 20 per cent of the world’s oil and liquefied natural gas (LNG) passes through the Strait of Hormuz.
The average diesel price in the U.S. is $6.52 a gallon, and €2.139 per litre, equivalent to $9.0 per U.S. gallon. That’s up about two-thirds since the war started.
Tanker flows through the Strait of Hormuz are largely exaggerated. The truth can be found in the high cost of insurance and surging rental costs for tankers.
Oil tanker freight rates have surged tenfold, with shipping crude from the U.S. Gulf Coast to Asia costing up to $80 million per voyage.
Contrary to claims that the U.S. would benefit, the transport cost means Asian buyers are looking closer to home. Oil producers in the U.S. and Africa are having to offer steep discounts to offset the logistic cost.
Airlines and truckers face not just high prices, but shortage. These are the distillates produced from refining, and the “crack spread” has tripled from pre-war levels driving up the price of kerosene.
Airlines cannot afford the cost of hedging future prices and are absorbing spot prices. That’s forced many carriers — including Lufthansa, KLM, SAS, United Airlines, and Air Canada — to cut scheduled flights.
One of the key problems is the sulphur shortage, from a decline in the refining of heavy crude, known as sour because of its sulphur content.
Sulphuric acid. Nasty stuff. But it is essential to separate copper and zinc from ore. Most silver mining is a byproduct of copper and zing mining. The mining industry also needs sulphur to extract nickel from rock.
So the collapse in acid production in the Arabian Gulf will mean a shortage of silver, copper, zinc and nickel.
To pick an industry at random, there is now a shortage of pipes of various kinds:
Those happen to be essential to the electrical industry. Paradoxically the shortage of “fossil fuel” refining means we cannot have the renewable economy on the scale that we’ve been sold.
Share
Now we come to the Great Shutdown.
The phrase was used during Covid to describe the combined effect of lockdown and economic disruption.
I believe the shutdown began long before Covid and is much more broad based. There are three main vectors.
See Europe’s Immaculate Deception Continues – The Hollow Men & Women of Philanthropy’s Vacuum (Sep 02, 2025)
The energy freeze was only expressed in documents (see Carney, below). There has been no debate among the tribunes of the pepole. Now we are seeing that freeze being implemented, as food and fuel production is shut down and blamed on the unforeseen trajectory of war.
The decision was made in the 1970s (perhaps earlier) to deindustrialise the West, and outsource jobs through NAFTA in 1994. This accelerated with the premature closure of traditional energy sources. Then society was moved onto smart phones, while governments promoted electric-everything — most of which comes with kill switches, from electric vehicles (EVs) to SMART meters.
See See Canada’s Unelected PM Takes Power – Globalism as a front for corporate might, Pt 1 (Mar 14, 2025)
You could pick different data points such as the post-WW2 decision to keep U.S. industry on a war footing, because it was more profitable, which necessitated the Cold War but resulted in decades of unexpected enrichment of the middle class. The end began with the 1970s oil crises and OPEC price rises, which laid the ground for the deal in which Saudi Arabia would invest its oil profits in U.S. Treasuries, leading to a massive U.S. borrowing spree that would crowd out productive investment. [1]
Not only are they shutting down traditional energy before renewables are ready to take up the slack, they are making impossible pledges, like banning all petrol-driven cars by 2030 and replacing internal combustion engines with battery-powered electric vehicles (EV).
This is clearly impossible if you look at the data. Something has to give.
We are lacking the energy capacity to recharge all these batteries. More importantly, where are the minerals to build them? Australian geologist, Simon Michaux exposed the huge gap between policy and reality. Assuming all the world’s vehicles were replaced with electric, known reserves contain only 5 per cent of the minerals needed to make the first set of batteries.
Hardly anyone was paying attention, and those few who did were denounced as “climate deniers”.
See Not Enough Minerals For Green Energy – Putting the D in population (Sep 08, 2022)
King Charles launched the Reset three months into Covid, in June 2020. The Covid response led to massive demand destruction. The establishment media focused on supply chain disruption but in many cases the demand simply was not there. Government-mandated closure of businesses along with travel restrictions, resulting job losses and uncertainty caused people to sharply cut spending.
Remember during Covid when politicians and press said “there will be no going back to the new normal”? See here, here, here and here.
See The Never Normal is Forever – UK Gov aims to Embed Control through ‘New Identities’ (Sep 07, 2021)
The phrase “the new normal” was a strategy. Like the politicians chanting “Build Back Better’ they did not invent the phrase on the fly — you can only “build back” what you have destroyed.
Canada’s premier Mark Carney is one of the main architects of the Great Shutdown.
A former governor of the central banks of Canada and England, he then served as the United Nations Special Envoy for Climate Action and Finance, before being parachuted in as prime minister of Canada, which just happens to be the USA’s main trading partner.
Carney has said 80 per cent of total hydrocarbon energy reserves must stay in the ground — comprising roughly 75 per cent of coal, 50 per cent of gas, and 33 per cent of oil — to avoid severe climate change. He was citing a University College, London, study. [2]
These “stranded assets” as he called fuel and the infrastructure to extract, process and ship hydrocarbons must be treated as devalued or obsolete until the humanity has completed its transition.
Progressive journal The Nation admitted that the press largely ignored Carney’s Net Zero views, which “carry radical political and economic implications.”
If Covid was largely demand destruction, now we have massive supply disruption caused by the war on Iran and, to a lesser degree, the war with Russia.
We are seeing, by accident or design, the implementation of that plan to leave coal, gas and oil in the ground, through carbon taxes but through war and force majeure.
What is gained by shutting down the economy? When are they going to open it up again? As David Dubyne told Mike Adams:
At another point in the interview Dubyne, who compresses many ideas into few words, says: “We were over four billion people in 1974-5. Isn’t it interesting that Nixon took us off the gold standard and was able to expand the money supply during those exact same years? I think those two were running in tandem for a reason. Now this is about to contract once again.” [3]
A “perfect storm” may catch you by surprise; others may have seen it coming.
From Follow The Consensus To Your Demise – First of a series on depopulation (Aug 09, 2023):
The Great Shutdown and strategies like “go Woke, go broke” are evidence that the corporations are a primarily a means of propagation and control. [4]
People ask, “why would the owners damage their own brands?”
Because that is not where their wealth lies. Their wealth is amassed in the ground, and they can close factories and farms, they can temporary close down “fossil fuels” and experiment with renewable energy, even if the majority of the population goes cold and hungry.
The über-wealthy could even dispense with mass consumption and billions of consumers — in fact, that is what King Charles and his minion Klaus Schwab revealed when they launched The Great Reset, aka The Great Shutdown.
They seek a new society, with new social orders, and it will be based on a very different way of allocating energy, food and resources. Stuff will no longer just “be there” to clothe or feed billions of people, the cotton picked, the apple plucked.
The tree will be felled; the apple produced in a lab, from a self-destructing seed, or seedless, so there will be nothing to plant.
This encapsulates the business rationale behind the owner-investors’ craze for seizing patents, ruling whole areas of research off-limits, modelling and patenting DNA of flora and fauna, plant and paw, including humans. It is the monetisation and tokenisation of life.
After coming up with the headline, I did my customary double check and found that a band, Boris Rybak And Brothers In Arms, have a song with that title. Hat tip to them for coming up with it first. I hope you like it.

Refer a friend
Leave a comment
[1] Yahoo Finance, 2016 – How A Legendary Salomon Brothers Bond Trader Negotiated A Secret Deal With Saudi Arabia To Save The U.S. Economy
[2] UN Climate Change, 2015 – Experts: “Leave Bulk of Fossil Fuels in the Ground, Stop Subsidies”
[3] Mike Adams, Infowars, 26 Oct 2026 – Interview David Dubyne (@ 3130)
[4] Ryan Ferenandes, Mar 2026, LinkedIn – The Campaign That Shook a $50 Billion Brand
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Via Money Circus
Multiple vectors of crisis incoming
Standfirst:
News comes at us fast, like the pitcher’s ball. We take them one by one, defence and deflection. We’re not looking to knock them out of the park. Survival is the game.
Crises in food and fertiliser, transportation and fuel, jobs and AI, internet and cyber attacks, lack of chemicals bringing industries to a halt. What’s going on?
A Great Shutdown is underway and it was already a much bigger deal than Covid when I wrote about it in 2023. From energy prices that shutter industry, to brands that “go woke and go broke” — why burn it down unless that’s not where your wealth lies.
The ultimate tier 1 investors have their generational wealth in the ground and hard assets. They can shut down the consumer economy, it’s just a matter of timing.
The continuation of war despite the mounting loss of energy, the impact on food and essential inputs for industry, from pipes to metals, confirms my analysis.
The gas and oil spigot is being turned off.
I called out the Great Shutdown back in 2023 when it was not fit for polite conversation. Like the Great Replacement is still not fit today.
At a certain time, late in the day, everyone will agree that they knew all along.
So let us examine this criss.
The announcer over the speaker system tells us, during half time, that there will be a fly past.
We look up, and see black swans incoming.
Introduction:
- War and energy closures are fulfilling a plan to leave most energy in the ground
- The longer this goes on the more it looks like shutdown by design
- How much are you prepared to absorb: food, fuel, cyber attack, digital intrusion
Related:
Not Enough Minerals For Green Energy – Putting the D in population (Sep 08, 2022)
The Never Normal is Forever – UK Gov aims to Embed Control through ‘New Identities’ (Sep 07, 2021)
Europe’s Immaculate Deception Continues – The Hollow Men & Women of Philanthropy’s Vacuum (Sep 02, 2025)
See Canada’s Unelected PM Takes Power – Globalism as a front for corporate might, Pt 1 (Mar 14, 2025)
Follow The Consensus To Your Demise – First of a series on depopulation (Aug 09, 2023)
(2,800 words or about 12 minutes of your company)
World swanification bodes ill
Oct 29, 2026
A black swan event is a metaphor to describe something that no-one could even imagine — a happening that is unlikely because everyone assumes it to be impossible.
Only white swans existed in Europe. No-one had ever seen a black swan, so it was… impossible.
On the other side of the world, cygnus atratus was living happily in Australia.
There, black swans are not rare and they’re not random! Black swans migrate in a V-formation to minimise resistance and speed them to their destination; a bevy of swans when they’re incoming by air, or a wedge when by water.
That’s what we’re seeing from the crises about to hit Western countries in particular. Not random events but black swans incoming.
Skip to the conclusion — the Great Shutdown — if you are short of time but be sure not to miss it. Please subscribe for free and consider becoming a paying supporter.
— Thank you, Mark
This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.
Upgrade to paid
Cascading crises
We find, in no particular order, a growing number of crises affecting industry and society.
Jobs are layoffs accelerate. Microsoft is offering redundancy to more than one quarter of its workforce, offering buyouts to 60,000 staff. Barclays bank is cutting five per cent of its staff, mainly in support functions. Groupon is going from human “digital native” to “AI native”, cutting a quarter of its jobs. It’s a broad trend, across many industries.
Internet insecurity is no longer a bug, it’s a feature. We see a global equivalent of Stuxnet (the virus that was used to break Iran’s nuclear centrifuges in 2010) and this time the target is whole-of-society. Cyber attacks and Internet outages shuttered banks last week. AI agents probed companies’ code. French supermarkets saw their fridge freezers hacked, temperatures cranked up to spoil food. If their SMART fridges then why not yours, or any device that’s hooked up, like the SMART meter that controls your electricity?
This was the scenario of the Obama-produced “Leave the World Behind” (2023) in which a broad and rolling cyber attack exposes the fragility of its middle class characters.
Western newspapers are reporting on the vulnerability of Internet cables that pass under the Strait of Hormuz. Recall how the same politicians and media lamented Europe’s reliance on Russian gas shortly before the detonation of the North Stream pipeline under the Baltic Sea.
Food prices rise. Don’t believe the official inflation numbers which are manipulated. Watch your shopping bill and the hidden shrink-flation of smaller packet sizes and cheaper ingredients.
U.S. wheat production is down 23 per cent on the year, to its lowest level since 1970. The reduction is caused partly by drought, El Niño and tired soils affecting yields, but also by a shift to higher-subsidised crops like corn and soybean. The rising cost of fertiliser and diesel is another burden. Disruption to Ukraine exports through the Black Sea also pushed up grain prices.
The Quaker Oats factory in Cedar Rapids, Iowa, suffered an explosion and fire, five floors up in an area where the product moves, rather than where people work. No one was hurt but the the building and its machinery were put out of action. It is the worlds largest oat milling facility that processes over 2 million pounds of oats daily.
Fertiliser drought
The follwing graphic should give you the same jolt as five cups of coffee.
About 300 vessels carried fertiliser through the Strait of Hormuz in January (296 according to AXSMarine). In September and October, not one. The World Trade Organisation says this has removed one-third of the world’s seaborne fertiliser.
The Persian Gulf supplies 34 per cent of urea, the world’s most widely used nitrogen fertiliser. Prices initially doubled, according to the World Bank. Urea prices have since stabilised but phosphate fertilisers stayed high.
One reason is that phosphate fertiliser plants need sulphuric acid. The Persian Gulf supplies half of all seaborne sulphur. As costs surged above $1,000 a tonne, processors in India, Brazil and Egypt rationed production. Turkiye and China had limited their exports of sulphur and urea.
Farmers are cutting orders, reports the UN International Fund for Agricultural Development (IFAD). Some are leaving fields fallow.
Small farmers are turning away from higher-value crops that take longer to generate income to those that generate faster cash flow, such as salad and vegetables.
Charl Van Zyl of Meridian Macro says rather than price, more telling is how much crop it takes to buy a tonne of fertiliser. Nitrogen-heavy urea is affordable, sulphur-produced phosphate is not. If you want a deep dive into the impact of the Persian Gulf crisis on commodities, I recommend his Substack post.
Agriculture Commodity Newsletter
Hormuz Reached the Farm Gate in Three Waves
Diesel is still stretched, nitrogen has calmed, and phosphate has not. What eight months of data say about how the Gulf shock is feeding into wheat, maize and sugar…
Read more
a day ago · 5 likes · Commodity Conversations
Stocks of fertiliser cushioned the impact on agriculture. In addition there is phosphorous and potash in the ground, but only a few countries have large deposits.
Morocco is a global power in phosphate rock, phosphoric acid, and phosphate fertilizers, holding roughly 70 per cent of the world’s total phosphate reserves
Kazakhstan processes phosphate rock and, as a byproduct, dust that is rich in potassium and residual phosphorous.
Canada mines its own phosphate but it is also a potash (potassium) superpower. China accounts for roughly 85 per cent of global yellow phosphorus production capacity.
Price at the pump
Pump prices hit the headlines when the U.S. and Israel struck Iran on February 28. About 20 per cent of the world’s oil and liquefied natural gas (LNG) passes through the Strait of Hormuz.
The average diesel price in the U.S. is $6.52 a gallon, and €2.139 per litre, equivalent to $9.0 per U.S. gallon. That’s up about two-thirds since the war started.
Tanker flows through the Strait of Hormuz are largely exaggerated. The truth can be found in the high cost of insurance and surging rental costs for tankers.
Oil tanker freight rates have surged tenfold, with shipping crude from the U.S. Gulf Coast to Asia costing up to $80 million per voyage.
Contrary to claims that the U.S. would benefit, the transport cost means Asian buyers are looking closer to home. Oil producers in the U.S. and Africa are having to offer steep discounts to offset the logistic cost.
Airlines and truckers face not just high prices, but shortage. These are the distillates produced from refining, and the “crack spread” has tripled from pre-war levels driving up the price of kerosene.
Airlines cannot afford the cost of hedging future prices and are absorbing spot prices. That’s forced many carriers — including Lufthansa, KLM, SAS, United Airlines, and Air Canada — to cut scheduled flights.
Sulphur shortage
One of the key problems is the sulphur shortage, from a decline in the refining of heavy crude, known as sour because of its sulphur content.
Sulphuric acid. Nasty stuff. But it is essential to separate copper and zinc from ore. Most silver mining is a byproduct of copper and zing mining. The mining industry also needs sulphur to extract nickel from rock.
So the collapse in acid production in the Arabian Gulf will mean a shortage of silver, copper, zinc and nickel.
To pick an industry at random, there is now a shortage of pipes of various kinds:
- Tube and steel pipes – The UAE cannot ship its production of oil well casing, tubing and coupling stock.
- Europe pipe production is declining because of high energy prices and costly compliance
- PVC conduit and plumbing pipes – prices have jumped 60 per cent in a few months. Chemical feedstocks are in short supply.
Those happen to be essential to the electrical industry. Paradoxically the shortage of “fossil fuel” refining means we cannot have the renewable economy on the scale that we’ve been sold.
Share
Now we come to the Great Shutdown.
Great Shutdown
The phrase was used during Covid to describe the combined effect of lockdown and economic disruption.
I believe the shutdown began long before Covid and is much more broad based. There are three main vectors.
- Shutting down of traditional energy (coal, gas and oil) before renewable energy (wind, solar) is able to replace it. In many countries nuclear was abandoned (Germany) or its expansion was slowed (U.S. and many others) — thus continuous or baseload energy is increasingly swapped for intermittent energy dependent on the weather.
- The West’s shift to a service sector as manufacturing was outsourced, resulting not just in deindustrialisation but degrowth.
See Europe’s Immaculate Deception Continues – The Hollow Men & Women of Philanthropy’s Vacuum (Sep 02, 2025)
- The plan to leave up to 80 per cent of hydrocarbon energy in the ground which, according to UN Agenda 2030 and the Great Reset, coincides with the period when society is transitioned — however dramatic you think that will be.
Energy freeze
The energy freeze was only expressed in documents (see Carney, below). There has been no debate among the tribunes of the pepole. Now we are seeing that freeze being implemented, as food and fuel production is shut down and blamed on the unforeseen trajectory of war.
The decision was made in the 1970s (perhaps earlier) to deindustrialise the West, and outsource jobs through NAFTA in 1994. This accelerated with the premature closure of traditional energy sources. Then society was moved onto smart phones, while governments promoted electric-everything — most of which comes with kill switches, from electric vehicles (EVs) to SMART meters.
See See Canada’s Unelected PM Takes Power – Globalism as a front for corporate might, Pt 1 (Mar 14, 2025)
You could pick different data points such as the post-WW2 decision to keep U.S. industry on a war footing, because it was more profitable, which necessitated the Cold War but resulted in decades of unexpected enrichment of the middle class. The end began with the 1970s oil crises and OPEC price rises, which laid the ground for the deal in which Saudi Arabia would invest its oil profits in U.S. Treasuries, leading to a massive U.S. borrowing spree that would crowd out productive investment. [1]
Lacking capacity
Not only are they shutting down traditional energy before renewables are ready to take up the slack, they are making impossible pledges, like banning all petrol-driven cars by 2030 and replacing internal combustion engines with battery-powered electric vehicles (EV).
This is clearly impossible if you look at the data. Something has to give.
We are lacking the energy capacity to recharge all these batteries. More importantly, where are the minerals to build them? Australian geologist, Simon Michaux exposed the huge gap between policy and reality. Assuming all the world’s vehicles were replaced with electric, known reserves contain only 5 per cent of the minerals needed to make the first set of batteries.
Hardly anyone was paying attention, and those few who did were denounced as “climate deniers”.
See Not Enough Minerals For Green Energy – Putting the D in population (Sep 08, 2022)
Great reset
King Charles launched the Reset three months into Covid, in June 2020. The Covid response led to massive demand destruction. The establishment media focused on supply chain disruption but in many cases the demand simply was not there. Government-mandated closure of businesses along with travel restrictions, resulting job losses and uncertainty caused people to sharply cut spending.
Remember during Covid when politicians and press said “there will be no going back to the new normal”? See here, here, here and here.
See The Never Normal is Forever – UK Gov aims to Embed Control through ‘New Identities’ (Sep 07, 2021)
The phrase “the new normal” was a strategy. Like the politicians chanting “Build Back Better’ they did not invent the phrase on the fly — you can only “build back” what you have destroyed.
Drill down
Canada’s premier Mark Carney is one of the main architects of the Great Shutdown.
A former governor of the central banks of Canada and England, he then served as the United Nations Special Envoy for Climate Action and Finance, before being parachuted in as prime minister of Canada, which just happens to be the USA’s main trading partner.
Carney has said 80 per cent of total hydrocarbon energy reserves must stay in the ground — comprising roughly 75 per cent of coal, 50 per cent of gas, and 33 per cent of oil — to avoid severe climate change. He was citing a University College, London, study. [2]
These “stranded assets” as he called fuel and the infrastructure to extract, process and ship hydrocarbons must be treated as devalued or obsolete until the humanity has completed its transition.
Progressive journal The Nation admitted that the press largely ignored Carney’s Net Zero views, which “carry radical political and economic implications.”
Third vector
If Covid was largely demand destruction, now we have massive supply disruption caused by the war on Iran and, to a lesser degree, the war with Russia.
We are seeing, by accident or design, the implementation of that plan to leave coal, gas and oil in the ground, through carbon taxes but through war and force majeure.
What is gained by shutting down the economy? When are they going to open it up again? As David Dubyne told Mike Adams:
At another point in the interview Dubyne, who compresses many ideas into few words, says: “We were over four billion people in 1974-5. Isn’t it interesting that Nixon took us off the gold standard and was able to expand the money supply during those exact same years? I think those two were running in tandem for a reason. Now this is about to contract once again.” [3]
A “perfect storm” may catch you by surprise; others may have seen it coming.
Consensus to demise
From Follow The Consensus To Your Demise – First of a series on depopulation (Aug 09, 2023):
The Great Shutdown and strategies like “go Woke, go broke” are evidence that the corporations are a primarily a means of propagation and control. [4]
People ask, “why would the owners damage their own brands?”
Because that is not where their wealth lies. Their wealth is amassed in the ground, and they can close factories and farms, they can temporary close down “fossil fuels” and experiment with renewable energy, even if the majority of the population goes cold and hungry.
The über-wealthy could even dispense with mass consumption and billions of consumers — in fact, that is what King Charles and his minion Klaus Schwab revealed when they launched The Great Reset, aka The Great Shutdown.
They seek a new society, with new social orders, and it will be based on a very different way of allocating energy, food and resources. Stuff will no longer just “be there” to clothe or feed billions of people, the cotton picked, the apple plucked.
The tree will be felled; the apple produced in a lab, from a self-destructing seed, or seedless, so there will be nothing to plant.
This encapsulates the business rationale behind the owner-investors’ craze for seizing patents, ruling whole areas of research off-limits, modelling and patenting DNA of flora and fauna, plant and paw, including humans. It is the monetisation and tokenisation of life.
Black Swan & Perfect Storm
After coming up with the headline, I did my customary double check and found that a band, Boris Rybak And Brothers In Arms, have a song with that title. Hat tip to them for coming up with it first. I hope you like it.
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[1] Yahoo Finance, 2016 – How A Legendary Salomon Brothers Bond Trader Negotiated A Secret Deal With Saudi Arabia To Save The U.S. Economy
[2] UN Climate Change, 2015 – Experts: “Leave Bulk of Fossil Fuels in the Ground, Stop Subsidies”
[3] Mike Adams, Infowars, 26 Oct 2026 – Interview David Dubyne (@ 3130)
[4] Ryan Ferenandes, Mar 2026, LinkedIn – The Campaign That Shook a $50 Billion Brand
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[ H/T The Burning Platform ]

