MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

The intensifying U.S.-China Cold War is reshaping global geopolitics, forcing nations to navigate a zero-sum competition for energy security and technological dominance. The U.S. is increasingly utilizing economic tools, such as potential diesel export bans, to consolidate its sphere of influence and ensure that allies prioritize national security over market-driven trade. Canada’s recent efforts to seek strategic autonomy are viewed as geostrategically untenable, threatening the stability of the North American border. Simultaneously, the AI arms race has emerged as a critical front, where China may leverage open-source models to undermine U.S. frontier labs and drain Western capital. As regional conflicts in the Middle East and Ukraine persist, the global order is fracturing into competing blocs, with the risk of tactical nuclear escalation remaining a latent, albeit terrifying, possibility in the pursuit of strategic advantage.