I believe you're thinking of The End of the World is Just the Beginning and The Accidental Superpower EDIT: and The Absent Superpower, the book where he describes the booming energy sector etc.

Zeihan IS very interesting, if not always on-target. Accidental Superpower describes the incredible and largely unique geographic and other advantages that America has, and End of the World provides a look at something else I'd never considered: that the corrupt military over-reach America has been guilty of for more than a century had the major benefit of keeping the sea lanes almost entirely free of pirates, both national and independent, so that cheap and reliable trans-ocean shipping could allow for creation of the modern world and low-priced goods for the common man. Much of what we need is ONLY available from one or a few locations; without American overwatch and protection of the oceans, life in the last century would have been far less prosperous for almost everyone.

I believe you're thinking of The End of the World is Just the Beginning and The Accidental Superpower

Zeihan IS very interesting, if not always on-target. Accidental Superpower describes the incredible and largely unique geographic and other advantages that America has, and End of the World provides a look at something else I'd never considered: that the corrupt military over-reach America has been guilty of for more than a century had the major benefit of keeping the sea lanes almost entirely free of pirates, both national and independent, so that cheap and reliable trans-ocean shipping could allow for creation of the modern world and low-priced goods for the common man. Much of what we need is ONLY available from one or a few locations; without American overwatch and protection of the oceans, life in the last century would have been far less prosperous for almost everyone.