According to Balaji, China's shipbuilding capacity is over 200 times greater than that of the US, with significant implications for both commercial and military sectors. This shift in power dynamics could impact global trade routes and military strategies, as China's growing fleet may influence market conditions and trading channels. The substantial increase in military ship production further underscores a potential strategic shift that has yet to be fully accounted for in market assessments. Source: Balaji on Twitter.