I hadn't thought of the oil spikes affecting global distribution networks. Could this along with weak growth in the largest importing countries stall out the boom in the emerging markets? Starvation is a key motivator in political unrest. There is already unrest in some areas of China and India from those left out of the boom(80 or 90% of the populace). It won't be just there, in the US negative real wage growth and higher food and energy prices are squeezing the life out of the majority of the labor pool. Capital is increasingly being concentrated unto a new class of the hyper-rich. I see a threat of instability and chaos emerging along with the threat of an Orwellian totalitarian regime. Interesting times indeed.