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Cross Link
Zeihan on Geopolitics
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Comments by "Cross Link" (@crosslink1493) on "The Future of Manufacturing: Where and Why? || Peter Zeihan" video.
Another limitation on Argentina is its geographic location at the southern end of South America which makes logistics a concern. Shipping anything either to/from there is quite a distance. Unless you can do it in volume at a steady rate (like is done with Chinese goods going out to the world) its somewhat costly. They do produce a lot of foodstuffs for export, it remains to be seen whether they can extend that to other commodities.
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@chillxxx241 Yes, but I was thinking of moving commodities and product to other markets to diversify their customer base - Europe, North America, Asia, Africa. They already ship a lot of grain to China, but can they ship more to other countries; remember at the start of the Ukraine/Russia war a lot of grain from that area stopped flowing and Argentina would have been a great back-up source for Southern Asia/East Africa (where a lot of Ukrainian/Russian grain normally went). Same with other goods if Argentina (hopefully) gets out of its economic mess.
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Southeast USA might have already been done. Lots of aerospace moved there starting in the early 1990s. I know the huge aerospace mftg industry in Southern California and the San Franciso Bay area packed up and went there at that time. Then the auto manufacturers moved assembly operations there - foreigners to escape import duties, domestics for non-union workforce. Some auto plants have already moved on and gone to Mexico. Mexico still makes a lot of parts for stuff but I'm not sure how much they actually assemble into finished product besides a lot of automobiles. My brother works for a medical device manufacturer and they make parts and a few sub-assemblies in Mexico, but final assembly, testing, and certification is done here in the USA.
5
@kwhp1507 Some hi-tech stuff is moving to the southwest (Intel, TSMC and the like). I know there's been a lot of big buildings going up near Phoenix AZ but I thought that was mostly warehousing - its supposed to be the new distribution hub for the SW since the inland Empire region of So California (Riverside/San Bernardino) is pretty much built out so its easier to simply keep driving stuff that came in at the Los Angeles/Long Beach port complex along I-10 for 5 more hours to Phoenix from where its broken down and shipped to its final destination.
4
I couldn't tell whether Biden was just being his goofy self (he's always had a knack for verbal gaffes) or is he showing his age, and Trump was just being his bombastic self with his own facts. I'd love to know what other folks in different countries around the world thought of it. To me its literally scary to think this is the best the USA can come up with for its executive leadership!
1
Wasn't Kenya's recent problem about ever-increasing taxes and the people just got fed up with it? If you're not familiar with Bolivia its got a history of never-ending cycles of coup attempts. Very generally there's lots of resentment of foreign companies coming into the country due to past experiences of those companies pillaging the place of its natural resources and leaving Bolivians with nothing to show for it. This prevents a lot of modern foreign companies from investing in the country (lots of potential for natural resources extraction and production).
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Get rid of the debacle called the Trudeau Administration's policies and it might be worth a look. Lots of energy and other natural resource potential, not sure if its worth it for manufacturing anymore due to wages.
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