Quite an accurate assessment of what is going on right now.
And i see all those people moving energy stocks/futures around. But, i believe it is all gonna break, and not in the way it normally would.
Like, Someone comes out with a free-energy device. Or sea transport becomes bad for everyone. Or everyone goes back to 1960s cars/trucks.
And i have heard, Trump (or others near him) say that there would be a new dollar, and it would be backed by gold and oil/energy. And this matches what you say about who is investing where.