Unifor - a Candian public service union - has declared a strike on the St. Lawrence Seaway (a crucial maritime transport route). This has essentially cut off the direct delivery of seaborne goods from the Canadian interior and will disrupt the entire industrial base.

Full Newsletter: https://mailchi.mp/zeihan/unifor-strikes-issues-with-the-canadian-industrial-system

The third piece of the shale revolution is all about timing. As the world shifts from globalized supply chains to more localized and secure means of production, utilizing cheaper energy sources and products will be essential. Full Newsletter: https://mailchi.mp/zeihan/the-third-shale-revolution-reshoring-manufacturing

With ExxonMobil's acquisition of Pioneer, it's time to kiss the days of mom-and-pop shale operations goodbye. But before we look at what's next, let's look at the shale journey over the last two decades. Full Newsletter: https://mailchi.mp/zeihan/the-first-shale-revolution-humble-beginnings