The U.S. Navy Goes Down Under || Peter Zeihan

Zeihan on Geopolitics
Zeihan on GeopoliticsFeb 18, 2026

Why It Matters

Positioning U.S. submarines near Perth gives America a strike‑back option that could choke China’s vital trade routes, fundamentally altering the calculus of any future Indo‑Pacific conflict.

Key Takeaways

  • US Navy plans new base near Perth, Australia.
  • Goal: disperse submarines beyond Chinese missile range strategically.
  • Facility could target Chinese shipping in Indian Ocean.
  • China relies heavily on Indian Ocean trade routes.
  • Lack of regional stepping stones may isolate assets if Guam falls.

Summary

The video discusses the U.S. Navy’s recent decision to partner with Australia on expanding the Sterling naval facility on an island off Perth, creating a second forward base far from the contested Western Pacific.

Zeihan explains that the move addresses a core vulnerability: Guam could be neutralized by Chinese missiles, forcing the U.S. to fall back to Pearl Harbor. By stationing four submarines near Perth, the Navy gains a dispersed presence well outside China’s missile envelope, enabling interdiction of Chinese merchant traffic through the Indian Ocean and the Strait of Malacca.

He emphasizes that roughly 80% of China’s energy, half its food, and a similar share of manufactured goods travel through those sea lanes. A “Ford‑missile” capability at Sterling could, in a hot war, sink critical tankers and cargo ships, crippling China’s import‑dependent economy without direct combat.

The strategic calculus reshapes power projection: while the base offers depth, it also risks isolation if Guam is lost, lacking intermediate stepping‑stones across the Pacific. The plan signals a shift toward economic warfare and underscores the growing fragility of the global trade system.

Original Description

The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China.
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