Seeking Alpha

China could be the biggest loser in the U.S. energy boom, according to German intelligence...

China could be the biggest loser in the U.S. energy boom, according to German intelligence agency BND. If the U.S. is able to do without Middle East oil, the balance of power between the U.S. and China would shift toward the U.S.; China will become dependent on the Arabian peninsula to meet its growing oil demand, but won't have the military power to protect its energy sources and transportation routes.
Comments (5)
  • I like the ramifications of this assessment. The PRC can share the burdens of protecting the straits and maybe help mitigate our tendency toward Israel sycophancy.
    22 Jan 2013, 10:59 AM Reply Like
  • How's this for a win-win? The Chinese Communists repudiate our debt and stop building aircraft carriers and attack submarines. We in turn will protect their sea lanes with the U.S. Navy--we'll call it the "Pax Americana."
    22 Jan 2013, 11:08 AM Reply Like
  • Don't think from short time perspective. It is good for china's military in long run. They will learn how to play this game. Chinese have money to spend on enhancing their military might. The biggest looser will be India, china's traditional rival, and South-East Asia, also in China's cross-hair.
    22 Jan 2013, 11:10 AM Reply Like
  • with annual depletion rates of about a 1/3, shale liquids will be a fast moving treadmill
    22 Jan 2013, 12:36 PM Reply Like
  • Poor China..hemmed by a barrier of islands from Khamchatka to Taiwan. Couldn't happen to bunch of NICER guys!
    22 Jan 2013, 03:40 PM Reply Like
DJIA (DIA) S&P 500 (SPY)