Comments by "Carey\x27s Corner" (@careylymanjones) on "Zeihan on Geopolitics" channel.

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  13. Short version is that prior to globalization, you traded within your empire, which was defined by what YOUR navy could protect. Trading beyond your navy's reach, or at least what armed merchantmen could reach, was an invitation to piracy, possibly state-supported piracy. As an example, the Spanish had problems with Brits raiding their treasure fleets from the Americas. The current Globalist system replaced the hodgepodge of imperial navies patrolling the seas with the US Navy, which was larger than everyone else's navies, combined. This let anyone trade with anyone for anything, and a lot of nations were able to industrialize by importing commodities they lacked. But America is tired of sending its ships abroad to protect and subsidize the profits of Chinese slavemasters. The only reason we started, in the first place, was to buy allies against the Soviets. The Soviets are 30 years gone. Globalism was never profitable for America, compared to what leveraging its market's power for domestic growth would have yielded. It is time, and past time, that America quit subsidizing its global competitors. When America stops being the policeman of the world's oceans, the First Island Chain will become Pirate Central. ALL of China's global maritime trade will be vulnerable to piracy, including state-supported piracy. None of China's neighbors would weep over Chinese losses to pirates. It's not difficult to see India charging "tolls" on China's Middle Eastern oil shipments. China would have little choice but to pay whatever India demanded, as it lacks the blue water ships to contest the Indian Ocean against the Indian Navy AND Air Force. ANY sea lane beyond the reach of anyone's navy will become a haven for piracy. The Strait of Malacca and the West Coast of Africa will see upsurges in piracy. Finally, some of the nations that were able to industrialize by importing needed materials will be unable to maintain their industries. They will de-industrialize and have to go back to agrarian economies that may not be able to feed their people
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  24.  @liveinsea1  We were unwilling to fight WWIII, at the time. If China starts a war with the US, China will not enjoy the way that war unfolds. China is extremely dependent on oil arriving by tankers, from Vladivostok and the Persian Gulf. About 2/3 of China's oil comes from those ports. Oil from Vladivostok must pass by Tsushima Island, transiting either the 50 mile-wide Tsushima Strait, or the 50 mile-wide Korea strait. Antishipping missiles on Tsushima Island would easily close that route. Tankers are big, slow, targets. Fifty miles is easy range for antishipping missiles, and double hulls are no substitute for armor. The PLAN is simply incapable of operating in the Indian Ocean in sufficient strength to escort tankers to and from the Persian Gulf. The vast majority of China's naval ships are short-ranged corvettes, frigates, and torpedo/missile boats, that are formidable, within the China Sea, but lack the range to project power beyond the First Island Chain. If China's long-ranged ships were to sortie beyond the coverage of China's land-based air and missile support, they would meet 4-5 Nimitz-class carriers and quickly be sunk. Without the oil from Vladivostok and the Persian Gulf, China's economy collapses. Much of the remaining oil would have to be allocated to China's agricultural sector, to avoid famine. Most of the rest would go to just keeping the lights on. China's military would be unable to conduct major operations, due to lack of fuel. And that doesn't count what a campaign of commerce raiding would do to China's exports. Container ships are rather easy targets, and satellite reconnaissance would make them easy to track and intercept. And that, of course, assumes that America and its allies didn't simply close their markets to Chinese goods. Without exports, China can't even BUY the oil it needs, never mind the difficulties of shipping that oil. China, as we know it, is probably doomed by the end of the decade. But if China starts a war with the US, China as we know it, won't last to the end of next year. Of all of America's enemies, I worry about China the least.
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  90. They're not "30 seconds away from complete collapse", but China DOES have some glaring strategic weaknesses, that make their long-term survival as a major world power doubtful. Recent numbers out of China show twice as many 10 year-olds as 5 year-olds. That's evidence of a fertility crash. Numbers like that mean Chinese women have pretty much stopped having babies. A nation cannot survive, long-term, with fertility rates that low, unless it can attract LARGE numbers of immigrants. Has anybody heard about China having a problem with immigrants crashing its borders? I didn't think so. China's 20-40 year-old demographics have driven Chinese wages up to 15 times what they were in 2000. Foreign companies went to China looking for cheap labor. If Chinese labor is no longer cheap, they will leave China, just as they left the US, decades ago. When China loses its export dominance to countries like Mexico and India, it will lose the wherewithal to import resources it needs to sustain itself as an industrial nation. Oil is a particular concern. China imports 70-80% of its oil. If it can't afford to import that oil, it can't maintain industrial agriculture. No fuel for farm machinery. No feedstocks for pesticides and fertilizer. Everybody would have to go back to the farms to grow rice the old-fashioned way. Without that industrial workforce, China has nothing to offer the world, and it withers as an industrial power. And should China lash out at its neighbors, it will only hasten its doom. China's navy cannot protect the tankers that carry 70% of its oil supply. In the event of a war, China ends in about six months, a year, at the outside.
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  221.  apocain  Building fleets of ships requires energy resources that China doesn't have, domestically, and must import. Approximately half of China's oil comes from the Persian Gulf. If that is cut off, China doesn't have fuel to plant its crops, feed stocks to make fertilizer and pesticides, fuel to harvest what it DOES grow, or fuel to distribute what it manages to harvest. And without food imports to make up the difference, China is looking at up to half a billion dead of famine. I'm thinking the survivors might decide Xi has lost the Mandate of Heaven. You should probably find some sources other than the SCMP. And China's "second largest fleet" is 90% frigates, corvettes, and torpedo fasts, with insufficient range to project power beyond the First Island Chain, at maximum. And if the Chinese Navy were foolish enough to sortie beyond its land-based air and missile support, it would quickly become Chinese Junk, courtesy of air strikes by American Carrier Battle Groups. Two, possibly three Carrier Battle Groups would be quite sufficient to dispatch any elements of the Chinese Navy capable of sailing beyond the First Island Chain. In the event of war between the US and China, we would cut off China's access to food, energy, and other raw materials imports, through sanctions, and by sinking every merchant ship leaving a Chinese port. We would pick them up by satellite recon, track them until they were beyond the range of the Chinese Navy, and sink them, or take them and their cargoes as prizes of war. China's economy is export-driven. China's domestic demand cannot begin to absorb China's manufacturing capacity. Deprived of foreign markets, China's economy crashes. Of all of America's enemies, I worry about China the least.
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  223.  apocain  While the Chinese Navy is fairly capable within the China Sea, it does not have enough ships with enough range to fight the Indian Navy AND the Indian Air Force in the Indian Ocean. China hasn't had a blue water navy or admiral since Zheng He. And the Trans-Siberian Railroad is not an answer to China's shipping needs. The TSR moves about 200,000 shipping containers per year. Divide by two to get the east to west traffic and you have 100,000. Russia probably can't afford to commit more than 20% of that to Chinese goods without neglecting its own domestic needs. 20,000 containers divided by 365 days is about 55 containers per day. About one short freight train per day. That doesn't begin to meet China's shipping needs. And shipping by rail is much more expensive than shipping by ocean. As for the Belt and Road land projects, trying to move goods through lawless areas such as NW Pakistan is hopeless. The Pakistani government doesn't control NW Pakistan, and if China thinks it can do what neither the US, the Brits, or the Pakistani government has ever managed to do, try it, and learn the hard way. And even if you could, you're still shipping by land, which is many times more expensive than ocean shipping. Of course, in the event of war with the US, China's shipping problems would be greatly simplified, because America and its allies would close their markets to Chinese exports. Exactly who are you counting on to make up that loss? Russia? I've already pointed out the shortcomings of the Trans-Siberian Railroad. Europe? A half-dozen of our old Los Angeles class submarines operating off the coast of South Africa would take care of that.
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  233. Peter doesn't say the US won't have problems, just that they will be less than the rest of the world. America's demographic problems aren't as severe, due, in part, to large-scale immigration (also, OUR baby boomers had kids). America has lots of cheap energy, in spite of Democrats' best efforts to stifle energy production. America is still the world's biggest consumer market, thanks to its relative affluence and strength in the 20-40 year-old demographic. America still has natural borders that are quite secure, in spite of Democrats' efforts to erase them. America's main rivals, OTOH, are fv¢ked. China's and Russia's demographics are terminal. Western Europe isn't much better off. Turkey will probably improve its position - its demographics are pretty good, and it is positioned to control trade between western Europe and Asia, especially as long-haul maritime transport becomes chancier. Expect some sort of revived Ottoman Empire. A concern for Europe, but too far away to threaten US interests. The Middle East is a snake pit, without US involvement. Japan and South Korea have already cut rather humiliating trade deals with the US. Africa is, and probably always will be, a mess. South America is largely tropical, with all of the problems that go along with a tropical climate. Argentina has the geographic and demographic potential to prosper, if they can ever get a decent government. But when all is said and done, America's prospects are still better than the rest of the world's. This will tend to sustain the dollar as world's reserve currency. And America's naval strength will allow us to contain any regional rival with global ambitions.
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  251.  @liveinsea1  Yes, because China is utterly dependent on imported, oil. 2/3 of China's oil comes from either Vladivostok or the Persian Gulf, by tanker. The Chinese Navy is utterly incapable of escorting those tankers safely. Tankers from Vladivostok must pass by Tsushima Island. The straits flanking Tsushima island are just 50 miles across, easy range for antishipping missiles. Tankers are big, slow, targets, and double hulls are no substitute for armor. No oil would get past Tsushima Island. The Persian Gulf is 6,000 miles from China. The vast majority of China's naval ships are small, short-ranged frigates, corvettes, and torpedo/missile boats, designed to operate in the China Sea. Within the China Sea, they are quite formidable, but they don't have the range to project power beyond the First Island Chain. If China's long-ranged navel vessels were to sortie beyond the range of China's land-based air and missile coverage, they would be quickly be engaged and destroyed by 4-5 Nimitz-class aircraft carriers. With 2/3 of its oil supply gone, China's economy collapses. Half of China's remaining oil would have to go to the farms, to avoid famine. At least half of what is left would go to keeping the lights on. And the remaining fraction is insufficient to support military operations. You seem to be operating under the assumption that the US would engage in a land war with China. The only land front China could open would be South Korea. The South Korean Army is quite good, Korea's terrain is quite defensible, and as I explained above, China would be short of fuel to engage in offensive operations. No, America would fight holding actions, where needed, and concentrate on strangling China logistically. Without imported oil, aluminum, and copper, all of which China gets by ship, China cannot maintain a war. It could not provide the fuel its army needs, and it probably couldn't maintain production of military equipment. And of course, none of that considers the damage that economic sanctions by America's allies would cause. It's doubtful that any of the Persian Gulf nations, with the possible exception of Iran, would even sell oil to China. And once Iran was reminded just how vulnerable Kharg Island is, I doubt that they'd sell oil to China, either.
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  256. "The executive Power shall be vested in a President of the United States of America. " - U.S. Constitution, Article II Congress has to approve funding, but the President runs the executive branch. Executive branch officials who do not comply with the President's lawful orders CAN be fired. And with DOGE going through all the agencies' books, it's much harder for the bureaucrats to rebel against Trump. Regarding Trump's political capital, he's gotten pretty much ALL of his cabinet pics confirmed by a closely divided Senate. This indicates that the GOP Establishment has decided (with CONSIDERABLE encouragement from the Republican Party base) to follow Trump's lead. They aren't doing this because they suddenly fell in love with Trump. They're doing it because Trump won the election decisively, and polls show that about 70% of Americans agree that Trump is doing what he said he'd do. They also see polls showing Trump has higher approval ratings in his first month than he had in his entire first term. Trump spent his four out of power years studying what went wrong and correcting his mistakes. Comparing Trump 1.0 to Trump 2.0 is like comparing Windows ME (generally considered the worst Windows version ever) with Windows 7 (generally considered the best Windows version). Instead of relying on GOP. insiders for personnel recommendations, he assembled a team of cabinet nominees who were skeptical, to put it mildly, about business as usual. His alliance with Elon Musk has identified billions of misspent dollars, particularly from USAID, which seems to have been a government slush fund for a variety of leftist policies that the American people don't like. Musk's threat to recruit and fund primary challenges to disloyal Republicans in the House and Senate has gotten them much more firmly behind Trump's agenda. Former Senate Majority Leader Mitch McConnell can't even get four Republican senators to join him in opposing Trump And one last point I'd like to reiterate. Trump 1.0 faced semi-open rebellion from the bureaucracy. Trump 2.0 has DOGE watching the bureaucracies' computer systems. This gives him a window into their day-to-day operations he didn't have, before. He can tell whether money is going where it's supposed to. And he can tell when it's going where it's NOT supposed to. He has a team of cabinet secretaries who are skeptical about business as usual, instead of Trump 1.0's motley collection of "good ole boys" determined to maintain the status quo.
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  560.  @someinternetguy955  China protecting tankers in the Indian Ocean is just a non-starter. It takes TIME to build a blue water navy. Cultural norms have nothing to do with it. China to the Persian Gulf is a long trip. Dongdu to the Ju'aymah Crude & LPG Terminals in Saudi Arabia is over 5,300 nautical miles. At 10 knots, that's over 23 days. New York to London is only a bit over 3,300 nautical miles, and we had a hell of a time protecting cargo ships in WWII. And exactly who would these friends of China be? Or to rephrase, what friends does China have that could provide their navy with useful support AND are willing to become co-belligerents in a war with the US. It's not like China could protect them from the US Navy. Iran? Not likely. One air strike on Kharg Island and they're out of the oil business. Pakistan? They have their hands full with India. No way they want a war with us. The First Island Chain pretty much hates China. They'd be more likely to help us than China. And Saudi Arabia is far beyond the reach of Chinese land-based air and missile support. Any Chinese task force sailing beyond that umbrella would be unlikely to survive air strikes from five or six Nimitz-class carriers. Satellite reconnaissance would give us detailed information on any such force, with plenty of time to assemble overwhelming force to meet it. No, it's at least 20 years before China can project naval power much beyond the First Island Chain. And China's demographics are so bad that China doesn't HAVE 20 years.
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