> * Inflation and energy crisis will cause such a large social unrest in the west that one or two governments will be overthrown, betting on Europe, NZ or Australia

I'm curious why you think AU or NZ would have this happen. Both have robust processes for electing new governments, and despite what the news might tell you, the vast majority of people are fed and are not struggling to keep the lights on.

(I have no opinions on Europe in this matter)