Like Russia, they have a credible nuclear threat, but no other means of projecting power around the world.
I think the value of having a US or allied flagged vessel is going to radically increase in value, as it implies a possibility of retribution in force.
IIRC, they're getting close to having a blue water navy.
Also that ring of islands may not be as impregnable as you assume: "According to a 2018 United States Department of Defense report to Congress, the People's Liberation Army's Anti Access/Area Denial military capabilities aimed at the first island chain are its most robust" (https://en.wikipedia.org/wiki/First_island_chain).
> They are very dependent on energy imports, and seem to be mismanaging their food supply in a way that is going to result in tragedy if they are ever subject to trade sanctions.
Crippling trade sanctions against China are about as likely as crippling trade sanctions against the US.
> Like Russia, they have a credible nuclear threat, but no other means of projecting power around the world.
Yet.
Save your comment on embargoes! Those that are in force are pretty easily justified from a US perspective and hardly tip scales in terms of total trade. (Cuba stands as a lesson on threatening US lands with violence)
The same if controlled by China or Russia would look immensely different. No argument to the contrary holds water. Their ideas of trade and free enterprise are far more constrained.
General question about Zeihan -- how substantial is his work? I think he makes compelling arguments and speaks/writes very well, but as a non-US citizen I don't really have enough historical or even present-day context to know where he sits on the hyperbole-realism scale.
He's very thought-provoking though, regardless.
I'm worried about people in the rest of the world... even here in the least climate effected part of the US, I know the next decade or two are going to be rough, especially if our leadership fails to improve.
I'm fairly certain he's right on almost everything. I haven't found any huge nits to pick.