But there have been a number of very interesting developments since. Russia exporting its oil to Iran in the North (and Iran in turn exporting their oil from the South to Russia's customers). A. the U.S. resuming imports of Venezuelan oil, to just name a couple.

His timing may have been off but I think the direction was not incorrect. I'm aware of diesel shortages in a few locales being blamed on shipping constraints, forex issues, weather, etc. instead of how the refineries aren't able to get the type of crude they were designed for and thus the amount of diesel produced is less. Which is one of the things I learned from the Zeihan (and Chris Martenson / Peak Prosperity) videos. Sure, that just means I was previously ignorant on that aspect, but now I am a bit more informed and was prepared for this diesel "hiccup" and can be more confident in expecting a much more pronounced shortage to come.