Peter Zeihan spills the beans in this clip. The US will interrupt the flow of oil to China, which has been severely curtailed by sanctions. The video should start at 22:42 which is where he says that, but the whole video is worth watching to get the flavor of his and George Friedman’s thinking.
The Ukraine war is about to spill onto the open seas, if he is correct.
The ultimate goal remains the subjugation of Russia and China to a unipolar US-dominated world, apparently with the techno-fascism of the Great Reset thrown in as the cherry on top.