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r0ach
Sounds like you have been reading srsroccoreport.com.
Steve writes about precious metals and energy, and is convinced that the easy (high EROI) energy, especially oil, has been found. And that things will start getting bad soon. Offering intelligent commentary on his work is beyond my competence other than he offers up plausible explanations. He does write that precious metals are a place to hide.
I dove into this stuff, what was it, like 10 years ago when the term peak oil popped up everywhere? It is not just the SRSROCCO guy talking about it. Russian and US energy analysts + many others have been talking about it forever. The SRSRocco guy doesn't even talk about the natural gas market, but there it is for you to see happening there too. So it's all just a continuation of the "peak oil" story except where people used to think it would be some type of immediate disappearance in supply, it's evolving in more complex ways.
It leads you into other questions such as, was the carbon tax entirely just an Enron scam? A plot to try and force people into world govt that has nothing to do with energy? Or some type of way to attempt to force people to subsidize the energy sector to maintain the status quo of life? Or all of the above? The fact that Trump has this Exxon guy as his new right hand man makes me believe this actually is becoming a big problem.