I've read a few of Zeihan's books, and it seems like the author of this article is missing the point. Zeihan says, again and again, that basically the ONLY reason for the US pulling away from globalization is the new shale oil boom, which makes the country energy independent. My layman's understanding is that under the Biden administration regulators have hobbled these shale wells in the hope of achieving an energy "transition", whatever that may mean. So we aren't really energy independent after all, at least not until the transition is completed. So I'm not sure how the conclusions of the article really make sense, notwithstanding the many references to how you could get rich quick by betting on these outcomes.