The greatest threat is an oil supply crisis brought on by Peak Oil.
Oil producing nations will retain production for domestic consumption to keep their masses happy and very little oil will go on the international market, it will be highly sought after. The oil price won't measure the demand, geostrategic ties will override the market.
The Aust govt will ration fuel and then it will be a question of who has political contacts and/or can earn big export dollars for Australia so we can barter for oil on the international market. Hopefully silver will be worth so much it will be a no-brainer to prioritise CCU.
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