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Tuesday, August 15, 2023

Peter Zeihan: The End Of The World Is Just Beginning -- August 15, 2023

Locator: 45468ZEIHAN.

July 9, 2023.

Biggest criticism of Peter Zeihan's 2022 book: too little time spent on Covid. The after- effects are going to be around for a long, long time.

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Peter Zeihan: The End Of The World Is Just Beginning
c. 2022

Section VI: "The Map of the Present"

Globalization Personified; Manufacturing in East Asia

First up: East is the  hub for manufacturing work, largely because of the Order.

Once the Americans made the seas free and safe for all, transport cost dropped so quickly that ....

... the Asians perceived Western consumption as their path to stability and wealth ... 

A Worldful of Options; Manufacturing in North America

Cascadia
The American Northeast
The Front Range and the Arizona Sun Corridor
Thee Gulf Coast
American Piedmont
Florida -- NOPE!
The Great Lakes
TEXAS!

Section VI: "The Map of the Future"

Of the three major manufacturing environments, Asia's is by far the least sustainable.

It is ... somewhat difficult to know where to begin. -- p. 351.

THE END OF ASIA, INC.

  • There's the neighborhood angle. 
    • no one gets along with anyone in that neighborhood
  • There's thee demographic angle.
    • in calendar year 2019, China suffered the greatest decline in its birth rate on record
  • There's the question of import access.
    • China is the biggest importer of every industrial commodity, with the Japanese and Koreans reliably showing up in the top five
    • and much of it's oil or other forms of energy
  • There's an economies of scale angle.
    • the secret sauce of the Asian manufacturing model is the region's highly variant labor market...
  • There's the supply chain angle.
    • this is an incredibly interesting observation ... Zeihan saw this coming and that was before Covid
    • Edward Deming never saw this coming: he was an economist, a numbers person, not a geopolitician ... couldn't see far down the road.

THEE DISASSEMBLY OF EUROPE

THE NORTH AMERICAN CENTURY -- the 21st century -- and it's just beginning. 

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Origin Of "Roger That"


Morse code: "message received." --> "R"

WWII, two-way radio: "R" --> [Robert] --> "Roger" --> [Romeo].

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