I'm starting to read Peter Zeihan's "Absent Superpower," which opens with some fantastic information about shale. The general feel I get is that as long as we have a President who's beholden to the environmental religious orthodoxy of the left, we're in for a tough ride. So are the Ukrainians, but that's another topic. The short version is we have the ability to be largely energy independent in North America if that was politically palatable to the latte liberal crowd. But it's not, so here we are. Draw your own conclusions.