I disagree on your long term view. Say based on population numbers / global market consumption our ''western world'' "international community" managed economy represent roughly 10% of world population. Our politics, media and world view is decades behind, we think in terms of 1990 when China was a big zero ..... Russian imperial wreck. ...... ''end of history''
Imho russian ''friendly'' cheap shipments to enemy West will not recover in our lifetime but go to Asia/India
Middle east is in flames unseen since oil embargos in seventies .... if (as you think) oil is the trump card coal could skyrocket to 1,000 overnight. Hormuz controls 40%+ of energy sales
coal demand and energy needs of 90% world population is elephant we need to consider ............
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