When asked about the potential fallout of this on the sector, Rear Admiral Selby said he hopes the tech industry won’t revert to old tendencies and stop working with the Department of Defense, as Google famously did back in 2019. “I hope cooler heads can prevail, that we can get the politically charged nature out of the discussion, and talk about what is best for this nation, and how do we adopt the technologies to allow us to succeed in this race against China. That’s what I think it’s going to come down to,” he said.
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The most dangerous misconception in the current crisis is that we can simply “shut in” wells and wait for peace. In petroleum engineering, there is no such thing as a simple off switch that can be flipped back on whenever we desire. When production stops abruptly due to downstream bottlenecks, the delicate equilibrium of rock physics and fluid flow is shattered. The “silent killer” of global energy security isn’t just the skirmish or the war; it is the irreversible physical decay that happens the moment hydrocarbon production stops.
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