There's a couple great books, The Prize and The Quest, by Daniel Yergin, who is an energy expert. It greatly clarifies the current situation.
Update: I just saw he's published a newer book as well, https://www.amazon.com/New-Map-Energy-Climate-Nations/dp/159...
"The New Map: Energy, Climate, and the Clash of Nations" which I haven't read, but probably just updates the story as it evolved over the past 10 years.
Update: I just saw he's published a newer book as well, https://www.amazon.com/New-Map-Energy-Climate-Nations/dp/159... "The New Map: Energy, Climate, and the Clash of Nations" which I haven't read, but probably just updates the story as it evolved over the past 10 years.