Natalie Winters

And the United States has lost 70% of its shipyards since the Cold War, building about, I think, one ship every three days during World War II.

Now it takes us, I don't even know how long, to get a ship because the defense primes are just busy sucking up money and not showing anything.

To in return.

So the fact that the Trump administration is choosing to go after this, I think, is a very serious tell that they mean business.

Again, this is just rhetoric.

We need to see it backed up.

But this is, I think, an area that China has really focused on and deployed resources to become dominant in.

We've seen it certainly in the last few years, really making sure all their supply chains in this realm are domestic and at home and not at the whim or the mercy of the United States or the rest of the world.

But I also think that this is very important as we get closer.

to 2027, often that year is misquoted as when Xi Jinping wants to invade Taiwan.

That's just by when they think they can.

And I think that when you talk about what's going on with the Navy at the sea, that that is the area that at least we should be talking about.

I know there's a lot of focus on Venezuela, but that's what's more important.

And the last thing I would say, because I do think that

when you talk about where the flashpoint for the kinetic component of World War III is going to break out.

Sure, you could make the case it's Ukraine.

You could make the case it's the Middle East.

You could make the case it's a lot earlier than that.

But if maybe the next flashpoint is going to be Taiwan, I think it's important to understand the political dynamics.

at home right now in China, which is though Xi Jinping is very strong, what he fears most is a military coup or a military takeover.