Take it with a grain of salt, of course, but...
I found Michael Ruppert's movie Collapse compelling.
He bases his superficially paranoid argument primarily on the mounting evidence supporting the Peak Oil theory from the 50s and 70s that was derided as leftist/environmentalist hysteria at the time.
He answers the questions about why it has taken so long for the predicted effects of Peak Oil to begin to become manifestly apparent in the world economies, and expounds on the implications of a world with the ostensibly diminishing instances of accessible oil reserves.
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