Currently, our global economy is fragmented. Both goods and services are physically separated from production and consumption. For example, most online American tax returns are now processed in India. Producers (Indian Software engineers) and consumers (American tax payers) are intimately connected via an economy that stretches thousands of miles.
What are the limits to such an economy? As economies continue to separate consumers and producers, each economy requires more and more fuel to continue expanding its economy; thus fuel is the most important asset.
In order to play in the global economic game one must have the fuel to connect producers and consumers. The winner of the global economic game is the one with the most fuel.