With the possible exception of Japan, there is no Asian power that has the naval capacity to reach either of the two large end markets in question, and in a post-globalized system it isn’t very likely that Asian product would be very welcome in the first place. Add in the general mutual loathing most Asians feel toward one another and the entire model that has pulled the region out of poverty and war is set to implode. The only question is whether someone will try to go out swinging. And to be crystal clear, “swinging” is exceedingly bad for supply chain security.
