Keep pulling the thread on Peter Zeihan.
Missile and drone attacks are regularly penetrating the air defense envelope on the western side of the Persian Gulf.
Kuwait and the United Arab Emirates have nearly exhausted their supply of air defense interceptors.
Attacks are regularly hitting strategic targets such as airports and energy infrastructure in Kuwait and the United Arab Emirates.
Qatar is a major global producer of nitrogen-based fertilizers, which are derived from natural gas from its South Pars field.
Qatar provides 10% of the global total of liquefied natural gas (LNG).
Qatar's LNG production facility has been hit in the ongoing conflict, taking its supply offline.
Peter Zeihan predicts that Qatar's damaged LNG facility would not be back online within six months, even if the war were to end immediately.
A single facility in Qatar is responsible for approximately 11% of global urea production.
The Persian Gulf region is responsible for 30% to 35% of global ammonia production, all of which has now ceased.
The conflict in the Persian Gulf has resulted in 20% of the global oil supply going offline.
Peter Zeihan predicts that the world outside of the United States will face a chronic nitrogen fertilizer deficit for the foreseeable future.
Peter Zeihan predicts China will be unable to maintain its agricultural output due to its high dependency on imported fertilizers and their chemical inputs.