TransatlanticEra

TranspacificEra

People Flows

Latinos

East Asians

“FSUers”

“Osties”

Africans

Africans

Chinese

SoutheastAsians

S&E Asians

Muslims

• Almost all movement is from Developing to Developed• Only region going everywhere = Asians

Online Globalization Model (GLOMOD]

Money Flows

WestWest

Emerging

US debt

Eurozone

periphery

debt

Rising Asia

Green TechInterior

HOT!HOT!

West HOT!

Emerging

BOTTOM FEEDING

RACE!

“Equity” resources• Energy• Minerals• Arable land

• Chinese not sitting on reserves• But RMB as reserve currency?

Online Globalization Model (GLOMOD]

Altering basic flows?

Energy Flows

PGOil

OilOil & Coal

Oil & Gas

Oil & GasO&G

O&G

O&G

O&G

O&G

#1#2#3#4#5

Coal &

Gas

Oil

O&G&C

• Asia is new global demand center• Two biggest consumers (China, US) with

most shale gas reserves

Oil

Oil

And this is true before the revolution in shale gas & “tight oil” (i.e., fracking)

begins

VenezuelaBrazil

• In 2005, 60% of US oil Imported

• Latest USG estimate is 35% by 2035

GLOMOD

36.1tcm 24.4

11.2

11.0

19.3

21.9

TransPac (Gas)Partnership?

2/3rdsGlobal Shale

Reserves

Food Flows

North

EasternHemisphere

South

Asia

WesternHemisphere

ANZ

Asia

Brazil

ANZ + ABC South

• Only about 10-15% of food crosses borders today• But global food demand increases 50% by 2030 (70% by 2050)

GLOMOD

• America’s new National Military Strategy says Asia is future• Arab Spring & state-splitting in Africa say otherwise

GLOMOD

Security Flows