US Strategy Targets Global Energy Chokepoints to Isolate China

The Trump administration is reportedly assembling a portfolio of strategic assets, including the Panama Canal and the Strait of Hormuz, to exert maximum pressure on China. According to strategist Zoltan Pozsar, Washington aims to control the energy chokepoints that Beijing relies on for its essential cheap crude oil imports. This geopolitical maneuver serves as a counter-strategy to China's previous trade restrictions on rare earth elements by weaponizing global energy supply chains. Concurrently, Cuba is grappling with a severe energy crisis and widespread blackouts, raising concerns about regime stability under intensified US pressure. The focus on Venezuelan supply and maritime corridors is expected to inject a geopolitical risk premium into energy markets, supporting BRENT prices. However, the escalating tensions are likely to weigh on the Chinese Yuan and regional equities as the economic confrontation between the two powers intensifies.

Sources:zerohedge.comtheprint.instrategyinternational.orgscmp.comegmontinstitute.becleantechnica.comgeostrategicmedia.com