Comment by rembal

They are not politically stable, quite the opposite: weak states held together by single sector revenues. Right after Ukraine war started, I started maintaining a map of next flashpoints: got a hit on Arabian peninsula + Iran, Venezuela, India/ Pakistan. Israel and Gaza were a surprise. Eastern flank (Finland/ Baltics/ Poland/ Romania is in a slow burn. Still waiting for Taiwan, south china sea and Singapore/Malaysia+ Indonesia - but that will be the big one, and actually the conflict for the straits (Malaca and Sunday) may have gotten invalidated by the Iran mess.