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Doncarlo
Zeihan on Geopolitics
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Comments by "Doncarlo" (@doujinflip) on "Peter Zeihan || Deglobalization: There's No Stopping It Now" video.
It's only gotten worse now that Zero-COVID flopped dramatically while China graduated record numbers of college students right as the government hit hard on the tech, real estate, and foreign-owned companies that absorb most of them.
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Not affordably. Overland transport is nowhere near as cheap as floating it on water, especially when most of the demand is on the other side of the country along the coast.
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As long as African leaders continue biasing interest towards sub-national tribalism and extractive corruption, they'll just continue pushing its people towards expatriating to more competent and developed economies.
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We'd probably automate the farm with drones and robots instead of having more kids, just like big farms have been doing for a while now.
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Relying too much on ourselves ultimately isn't that much better, especially if there's a shock in the low-tax interior while most of the demand is along the coasts. Diversity of supply sources is the key, but resilience is always in tension with efficiency and companies got too "efficient" by concentrating on a China that's getting increasingly hostile and expensive and then locked-down.
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