MỸ KÉO QUÂN BAO VÂY TOÀN DIỆN TRUNG QUỐC, TRUMP ĐƯỢC VÍ VỚI TÔN TỬ

Welcome back to "New Intellect," I'm Lê Minh. Ladies and gentlemen, on April 14, American media successively published information The U.S. military blockade of Iran's ports has officially taken effect. Immediately after this order was issued and took effect, something unexpected occurred. That is according to the international maritime tracking application, Meanwhile, liquefied natural gas and gas tankers from around the globe are rushing to the United States to be fully refueled. Let us look at the Bay of Mỹ and the ships advancing toward the United States. What is noteworthy is that Trump did not play this card during a state of turmoil. He reached out, and suddenly the United States was already in position as the world's largest energy seller. and the fastest replacement for that oil supply segment blocked due to the closure of the Strait of Hormuz. The U.S. Energy Information Administration (EIA) stated that U.S. crude oil production set a new record of 13.6 million barrels per day in 2025 and is forecast to remain around 13.6 million barrels per day this year, 2026. At the same time, U.S. exports of liquefied natural gas (LNG) have also risen sharply. Reuters itself confirmed that the United States has become the first country in history to export Over 100 million tons of LNG per year, reaching 111 million tons in 2025. It means that before squeezing the Strait of Hormuz, the United States had already prepared its role. of a valve replacement for the global market then. Therefore, when Hormuz is tightened, what occurs is not just oil prices dancing, But it is the flow of oil, gas, and capital beginning to shift toward the United States. especially in the Coastal Region, the energy port solution in Mỹ Vịnh. International media have clearly reported that the war in Iran has caused disruptions to shipping through the Hormuz Strait. forced oil refineries in Asia and Europe to purchase replacement crude oil from the United States, Brazil, and West Africa. Meanwhile, the growing demand has made the market for oil tankers here extremely tight. because buyers of luxury goods are switching from Middle Eastern oil to American oil. Another Reuters report also confirmed that U.S. refined fuel exports It also set a record in March as Europe, Asia, and Africa had to scramble to fill the gap. Hormuz is practically closed, no doubt. Simply put, when the oil route of the Middle East is blocked. Thus, the front door of the energy market opens on the shores of America. One can see the extent to which full capacity exploitation was carried out in the United States during Trump's time. How significant a source of enormous revenue the current oil price has provided for the United States, given its ability to supply alternatives. This is a place where many people see only the sound of gunfire but fail to observe the entire chessboard. A normal leader, upon blocking the Hormuz Strait, would see only two objectives. One is suffocating Iran, and the other is threatening the market. But Trump seems to be looking further than that. He understands that in today's world, whoever controls the energy choke point not only exerts military pressure but also but also reshaping global trade. Hormuz's blockade does not make the world stop needing oil and gas. It only forces the world to change where it buys. And when the buying location changes, the advantage will go to whoever already has the production capacity. The U.S. has all five: port infrastructure, ships, contracts, and naval protection. Now, reconnecting with the story of Cuba, Trump's true depth has finally been revealed. Before tightening the screws on Hormuz, Trump struck Cuba with energy itself. You surely remember that since late January, Trump threatened to impose tariffs on any country supplying oil to Cuba. By March, Cuba will have to enter negotiations with Washington due to Trump's oil embargo. has pushed this island nation deeper into crisis. Worse still, Cuba's president has admitted it. there were no oil-carrying trains arriving in Cuba for three months, causing the power grid to become increasingly unstable and prolonged power outages occurred. If we view this event as a strategic analyst, Then Trump carried out two actions in line with the mindset of a chess player, rather than reacting instinctively. The first thing he did was clean up the Caribbean backyard by suffocating Cuba and cutting off the oil supply sustaining its regime. Second, after cleaning up an unstable chain near the United States, He stepped onto a larger chessboard than Hormuz to transform the global energy crisis. became an opportunity to attract orders to U.S. ports. This is not two separate and disconnected stories. Cuba is the opening thread of the logic. Use energy to completely weaken the opponent, then use global energy hatred. to elevate America into an indispensable place. I've told you many times that we shouldn't just think about blockading Hormuz or attacking Iran directly. Actually, attacking Hormuz means striking at the structure of dependence across all of Asia. especially industrial economies that rely on crude oil, LNG, and petrochemical feedstocks transported through this route. When the U.S. blockades Hormuz, Trump isn't just threatening Tehran—he's telling the entire world that from now on If you want energy security, you have to go through the region and the valve controlled by the United States. or at the very least through the replacement system provided by the United States. It is a very subtle transformation from military power to commercial power. Therefore, Cuba's earlier assessment of the water seemed to regard it as insignificant, but in reality, it was extremely intelligent. Cuba is located in the Caribbean region, near major shipping routes and close to the strategic tip of the United States. near the energy arc of the Americas. You know that U.S. LNG exports to the Caribbean in 2025 will be the second highest level. Since the terminal began exporting LNG in 2016. With the Dominican Republic, Jamaica, and Panama, signing an LNG deal originating from the United States accounting for 85% of the import volume of these three countries in 2024. It means that when Trump choked Cuba, he didn't in the slightest destroy America's energy role. in the region. Conversely, it has drawn attention to the remaining part of the Caribbean will increasingly become more dependent on U.S. liquefied natural gas. One side is choked due to resistance against the US, while the other side is further entrenched in dependence. into the U.S. energy grid, and that is precisely how geography becomes a lever. So if you ask where Trump's shrewdness lies, it lies right here. He did not treat Cuba as a purely ideological issue, nor did he treat Hormuz as a single military hot spot. He connected the two fronts with the same type of weapon. For the United States, it is energy. For Cuba, energy is a lever used to force the opponent to back down. With Hormuz, the energy serves as a stepping stone to draw global buyers toward the United States. And others see punishment in war. Trump seems to see Redistribution into the cash flow. That's Trump's perspective. But deeper down, it lies elsewhere. Iran is the party directly attacked. But it is China that is the one being struck in terms of strategic depth. Since Iran has lost its export routes, while China has been struck at the lifeline sustaining its entire economy. its own industrial production machine. One side in agony due to revenue, On the other hand, there is pain due to the structure. But the story with China is not over yet. Recently, on April 14, the United States announced defense cooperation with Indonesia. And here is a very interesting piece of news. When looking at the handshake between the United States and Indonesia, Many people will think this is just a routine defense agreement. But if you place it next to the order to blockade Hormuz, the picture immediately changes. This is no longer two separate events. The U.S. and India have just established three pillars: modernization military, training, and combat cooperation. Among these, the Chinese text clearly emphasizes this point Cooperation in the fields of marine, underwater, and automated systems. At the same time, Reuters reported that the two sides are still discussing a proposal allowing military aircraft. The U.S. approached via the Indo airspace, although Jakarta stated this was merely a preliminary draft. So what does that mean? It means the U.S. doesn't just want to gain another friend in Southeast Asia, They still want to get closer to a vital maritime chokepoint in the region, indeed, in the entire world. Located right next to the area connected to the Strait of Malacca, that is, the route through which oil from China East and Central Africa must pass through to access the industrial economies in East Asia. According to EIA data, the Malacca Strait is the world's largest oil chokepoint in the first half. in the first months of 2025, with about 23.2 million barrels per day passing through. According to EIA data, Hormuz ranks just after as one of the most strategic chokepoints of global energy. Until Trump blockaded Hormuz, then he is touching the oil valve at the upstream end. But when America simultaneously lifts With military cooperation with Indonesia, Washington is drawing closer to key shipping corridors. at the other end of the energy chain. That is why Indo's role here is not merely about The issue is how many warships or how many aircraft they have. Their true role is geographical position. Standing alongside Indonesia is an entire maritime domain connecting Malacca. Sunda, Lombok, and routes circumventing the Indonesian archipelago. As long as the U.S. has the additional capacity for deeper cooperation with Jakarta on issues concerning the maritime, underwater, and airspace access then they have taken a major step forward in observation and deterrence, and if the tense situation Leo thang then exerts pressure on the energy transportation arteries heading toward East Asia. This is not yet a closure of the Strait of Malacca, but it is a signal that the United States is positioning its pieces nearby. The largest energy hub in Asia. Only when we arrive here do we see the three links finally connecting together. Hormuz is the gateway for oil from the Gulf, Malacca is the gateway for oil into Asia. And China is a major economy highly dependent on the route passing through Malacca. The academic journal on international relations and global policy clearly reiterates what people call is Beijing's Malacca dilemma. Approximately 80% of China's imported oil passes through this route. And that is precisely what keeps China up at night, unable to eat in peace or sleep soundly. If Hormuz is tightened while Malacca is placed under strategic pressure, Beijing won't be worried only about rising oil prices—they'll have to worry about another issue as well. the entire network of energy-carrying vessels sustaining its industrial machinery was clamped in a vise. And that is why China's reactions up to now have become much more understandable. Why is Beijing so obsessed with the idea of building a land corridor through Pakistan, Myanmar? developing land corridors, pumping money into port cities, expanding naval presence and try to build a network of access in the Indian Ocean? Because they are very well aware of a certain truth: their industrial power is immense. However, the supply lines for energy pass through areas they cannot fully control. That is why there are belts and roads, that is why there is a corridor passing through neighboring countries. Viewed from this perspective, China's response is no longer a series of disjointed actions. It is the reflection of a great power that understands its greatest weakness. It is not located at the factory, but at the access road leading to the factory. The more they must promote their influence in Southeast Asia, the more they must strive to maintain relations with Indonesia. Malaysia, Cambodia, Myanmar, and Pakistan further prove that they understand this fear is real. Because if the U.S. secures the Strait of Hormuz at the western end and establishes a stronger position around Malacca At the dawn of the East, what Washington holds is not merely a maritime route, America has grasped the pulse of energy in Asia. And China is the one that feels this pressure very deeply. These past few days, two factions have been widely discussed across social media platforms. One side supporting Trump says he is squeezing China to free oneself from dependency. and the clamps of the countries in the region from the shadow of Beijing. One side says that Trump is actually controlling the world with the mindset of a foolish child. Truly, regardless of whether we like or dislike Mr. Trump, we must admit that his strategic thinking is undeniable. bringing benefits and strength to itself. The more important point is that he does not resemble a predatory beast crouching in chaos, But it is through chaos that order is established, and power is controlled through chaos. The surprising thing is that on Chinese social media platforms, there are also many people likening Trump to various figures. with the image of Sun Tzu, a renowned strategic master from ancient China Regarding Binhh Gia. They call him Donald Trump, which means "Don Donald" in Chinese. This explains why people are currently observing Trump's strategic thinking. from the perspective of Sun Tzu's Art of War And what is noteworthy about Trump's current move It's not that he chose not to confront the entire opposing network head-on at once. Don't rush straight into the center to attack quickly, but choose to strike at the very places that sustain the entire system. This is precisely very close to Sun Tzu's way of thinking. In Sun Tzu's Art of War, this name is written. The highest form of warfare is to defeat the enemy's plans; the next is to frustrate their alliances; the third is to attack their armies; the lowest is to besiege their cities. Therefore, the best commanders are those who defeat the enemy through strategy and intent. Next is targeting connectivity, diplomacy, and alliances. Moreover, the next target is the military, and the lowest priority is targeting the intellectual elite. Moreover, the grandson also wrote this name. Resist the force that pulls, the energy of storm, the motion of peace. That means while the enemy is calm and relaxed, we must make them weary. The enemy is well-fed; we must starve them. The enemy is at ease; we must stir up turmoil. It is evident that the descendant possesses a very clear mindset. A skilled person is not someone who merely charges into the strongest part of their opponent. They are the type of person who knows how to weaken their opponent from an angle, striking at their vulnerabilities. It means you don't need to capture each piece one by one, but rather find a way to cut off supply lines, sever support structures, and disrupt the overall rhythm of the entire board. When the foundation is shaken, the opponent naturally becomes disoriented. If viewed from that perspective, Trump's style is quite similar. He seems to be doing something like this. If the adversary surrounds you with influence, satellites, maritime routes, and strategic supply lines Instead of untangling each button one by one, I'll tighten the very pathways that are sustaining the entire system. At that moment, the opponent will be forced to reveal their weakness and forced to react. It is precisely in that reaction that they will reveal their greatest fear. You surely remember the historic meeting between Trump and the upcoming one It will be the most captivating event around today. All that is currently happening in the world today is essentially just It's just a strategic deployment for a chess match between China and the U.S. As we know, after Trump issued the order to blockade Hormuz on April 13, Beijing has publicly stated that Chinese vessels continue to navigate through the Hormuz Strait. and emphasized that they have an energy agreement with Iran. Then that is no longer merely diplomatic talk. but it is a signal showing that China fully understands that the U.S. blockade is a strategic move Not only targeting Iran, but also striking right at its most sensitive nerve. energy security. That very reaction shows that Beijing is not standing aside from this upheaval. China is in the direct impact zone. Now I must turn back to the painting inside China's waters. Then we clearly see why their reaction had a defensive tone. Reuters reported that China's exports in March rose only by 2.5%. significantly lower than expected, while imports increased sharply by 27.8% caused a significant contraction in the trade surplus. At the same time, credit indicators regarding money were not as strong as expected. reflects weak domestic demand, which means the Chinese economy At this moment, I'm not in a state of full vitality to endure a prolonged energy shock. yet completely calm. Moreover, Reuters also reported that Beijing has achieved its 2026 growth target. at 4.5-5%, the lowest in several decades. That in itself is a subtle admission that they recognize the environment is more difficult than before. Domestic consumption has not yet recovered strongly, and real estate remains a burden. Deflationary pressures have not entirely disappeared, and external risks, particularly geopolitical ones, are growing increasingly significant. In short, this is not the moment when China can calmly step into the negotiation table. like a completely free and proactive side. And all of this shows that China is entering the upcoming negotiations with the United States with a firm stance. It's not about being completely confident. Trump is trying to force them into a very uncomfortable position. It's not about an equal-status posture for negotiating and dividing influence. But it is the posture of the one who must first prove they can withstand pressure. And the two positions are completely different. And in the negotiation, that difference was very important. And what needs to be explained more clearly, even more understandably, is the world today. not opposing China as a nation, a civilization or just an ordinary country, It's not solely because the U.S. fears China's growing strength that it has sought to contain and undermine China. If viewed merely in this way, it would be overly shallow and too easily misled. The core issue lies elsewhere. located at the ideological value and the Beijing authorities' attempt to impose it on the world. A ruling force that governs through absolute control, concealing the truth. by suppressing dissenting voices, turning human beings into tools serving power what they export outside will never be trust. Is it freedom or human dignity? What they export is fear and dependence. a model of power that places the state above individuals Place obedience above truth. The world is not lacking in Chinese goods. The world also does not deny its productive capabilities. and their industrial scale or economic role. But the world cannot afford to安心 its future in the hands of A model of power that does not respect its own people. Because a government treats its people brutally they will eventually treat the rest of the world coldly, one way or another. A familiar machine of governance that rules by brute authority from within It will not be able to bring about humane order externally. That is something we must face up to. In the current confrontation, at the deepest level, It's not just about competing for market share or competing for influence. or the number one position. It is a collision between two worldviews. One side believes that humans must live in truth, in freedom and in the right to speak one's voice. On the other side, they believe stability is more important than freedom. Control is more important than integrity. And the power of the state may stand above the fate of each individual. At this point, today's program would like to take a temporary pause. We invite you to share your personal opinions in the section below. Hello, and see you again!