"East Asia Is Gone" — Peter Zeihan on the Oil Shock No One Is Ready For

The gist

1. China may have only 40 days of oil import cover, meaning even a short Gulf disruption could permanently break its economic model.
2. Zeihan says Europe is seizing shadow fleet tankers fast enough to wipe out around 4 million barrels per day of Russian exports within a year.
3. A US president can shut off all American oil exports unilaterally under the 2015 Omnibus Bill, with no vote from Congress required.
4. Zeihan argues Starlink's decision to restrict real-time targeting data gutted Russian communications and handed Ukraine major territorial gains, showing how corporate choices shape wars.