You may be right, but the video starts out with "oil" and "Halliburton" so it's easy to make a mistake. Still watching...
Actually credits Stratfor.com for basis of analysis at the end. Stratfor is a very much so neutral provider of intelligence analysis (premium read). I've been reading them for years, before they actually appeared on the national radar. It's the best news I get, ever. Worth every penny, especially once you realized that you don't get anything resembling reality from regular news outlets.