Maps from The End of the World Is Just the Beginning
zeihan.com
zeihan.com
Anyway, I think the book is _generally_ on target and personally I have a much more optimistic view of the U.S.'s prospects over the next century. But that being said there will be black swan events and potentially seismic shifts from processes and technologies already in the pipeline: AI and CRISPR being forefront in my mind.
The thesis is that the economic-political relationship in the US empire of the late 20th c is reversed: most empires used military power to be economically extractive (inclusive of the US in the early 20th c); during the cold war the US empire flipped: it used economic power in the opposite direction to 'bribe' countries into a political alliance against the USSR (evidenced by how the US has the lowest international trade to GDP ratio in the alliance); note how the us didn't have a mercantilist relationship with any of the countries it invaded (Korea exploits the US, Vietnam, Serbia, even Iraqi oil goes to a French company)
If you believe this thesis then in the coming years, and you believe the US will decouples/is decoupling from internationalism (I have been convinced), then his prognostications seem reasonable. A lot of the arguments (demographics e.g.) are pretty hard to argue against.
Germany and China, on the other hand, both do have a huge drop off from the baby boomer generation onward and I wonder how they'll cope with that.
He does weave a very compelling story about how the United States, under this system, basically competed against itself to open up a freely operating world trade market. Since we opened up these global trade routes to have no impediments, we lost a lot of market opportunities in the low technology manufacturing sectors because we created a system that allowed those things to be made cheaper elsewhere due to the open availability and dependability of said routes. But Zeihan indirectly talks about in the book how the US, through "the Order", leveled up and pushed these less desirable manufacturing out and elsewhere in the world which allowed the US to level up in the process.
But the crux of the problem is that the last 60ish years, under this "Order" was only possible due to the US preserving this unimpeded open trade platform. And that the last 4+ Presidencies have mostly ignored the framework with which this financial golden age was built on - and now we're starting to see a number of things coalesce (aging / declining population, climate issues, resources availability, etc) which is giving us a glimpse of the system starting to falter - accelerated by the global pandemic.
It does appear that the US is decoupling from internationalism after you read his work and start to see the news through these context of the ideas presented. An example might be the push for chips to come back to the United States, as of recent. While there are only a few regions in the world that can make bleeding edge chips today - the fact that the US is not capable of producing these in quantity and relies on other countries creates risk is Zeihan's "post-Order" world.
While it's a fantastic read I don't think Zeihan, himself, thinks that he'll be right on all fronts - but the scary part is that he doesn't need to be to end up with very similar end results. This will mean many countries globally will end up in the horrible position of famine due to international trade and shipping being the core component that keeps some of these inhabited areas propped up.
This seems to be a popular notion but I don't see strong evidence for it. There is a visible anti-interventionist constituency in the US for the first time in decades but that doesn't mean it actually has any significant ability to sway foreign policy.
In fact, if American history is any suggestion, this constituency is unlikely to have its way as there have been much larger and better organized pluralities in the past who again and again were ultimately overcome by the interventionists.
Trump nor Biden wound down U.S. involvement around the globe other than the two highly visible deccenial quagmires in the middle east. Neither pushed for reforming the FISA system which has created a legal parallel legal pipeline for spying. Neither have discussed winding down the blacksite network for rendering foreign nationals around the globe. Neither have renounced the drone programs. Neither even ultimately renounced any of the mutual protection treaties the U.S. maintains. Neither have renounced intelligence sharing. Neither have renounced arms sales. Neither have announced any significant foreign policy stance changes other than some doubling down on positions that already existed. It's a red hot garbage thesis which sees open war and nation building as the only two pillars of power projection that matter.
But that technological edge has been shrinking for decades, and there's no need to think this trend won't continue indefinitely. And as technological differences shrink, economics starts to become more of just a function of population size. And 340 million will never be able to maintain a competitive balance against 1.4 billion. We can already see this happening in many ways today, most innocuously from "American" companies increasingly kowtowing [1] the line. Beyond the fun wordplay, the word has an appropriate etymology.
When the next great economy is already able to casually influence the backbone of our economy - the backbone of our power, it largely signals the end of one hegemonic influence and the unfortunately probable advent of another.
But I would hesitate to draw such a simple conclusion that #of people a country has simply translates into more success because there are numerous factors at play.
With China having well over 4x the population of the US, this sets a more visual benchmark: should China achieve the aggregate output/capita of Greece, they will have overcome the US economy. Of course the catch is we're speaking in nominal terms. Looking at something like the GDP per capita, in PPP terms [2], can help indicate how difficult a journey this will entail. A country like South Korea has a low GDP but is likely hitting closer to the tail end of their rapid growth phase. In spite of having a very low nominal GDP, they have a very strong domestic economy with an output/capita rivaling the West, in terms of local spending power. There is less low hanging fruit, for them to pick, than their GDP would suggest.
But China is in a different bucket. Their economic output remains low per capita in both PPP and nominal terms. They have substantial room for rapid upward growth and continue to go in that direction. They will certainly overcome the US, and in the longer term picture they will likely end up with a larger economy than the US and EU combined. I'm anything but a cheerleader for this outcome, but I don't see any realistic scenario where this isn't the case.
[1] - https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nomi...
[2] - https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(PPP)...
Likewise the same logic would apply for a country like India.
China on the other hand has horrible demographics, and imports 85% of its fuel and agricultural inputs. It has a large navy but only 10% of it is deepwater-capable, plus it's hemmed in by fairly hostile island nations with lots of antiship missiles. China has become a great economic power largely because the US has kept shipping lanes open, and China relies on that to this day.
1990 - 75x
2000 - 38x
2010 - 11x
2020 - 6x
As China has more than 4x the population of the US, 4x is the cutoff where they will also have a larger economy in nominal terms. They've of course long since greatly surpassed us in PPP terms.
US GDP/capita : https://www.macrotrends.net/countries/USA/united-states/gdp-...
Chinese GDP/capita : https://www.macrotrends.net/countries/CHN/china/gdp-per-capi...
On the other hand, demographics hasn't been a problem for China in previous decades because their demographics were fine until recently. Now their population is retiring in large numbers and they don't have many kids growing up to replace them.
>US has more navigable river
Go do a search of country with most internal navigable water ways, it's PRC with more than 2x of US. This is basic tier fact check. US technically has a lot of exploitable waterways, but PRC has much more significant urban/manufacturing clusters linked via the waterways. Vs US waterways are primarily used for transport of bulky primary Ag goods... barge freight in US is massively underutilized because US is systemically bad at infra upkeep (drediging / maintenance etc). Politics > geography.
>has great ports on both oceans.
Has great port potential but poor quality ports due to inability to build infra and reliance on human labour. Go look at list of port rankings, PRC has 8 out of top 10. Like does it really matter US has deep water coasts to accomodate 10,000 world class ports when economics preferences consolidating large scale ports. Or that PRC infra capability can simply dredge out huge port projects at still fraction cost/time of US building on the most ideal site. Politics > geography.
>is self-sufficient in energy
Only on the most surface analysis. US is self-reliant in the sense it has resources in the ground that are economically exploitable. Versus PRC with massive imports to maintain production, implication being US can trivially choke PRC inputs via blockade/embargo (act of war)... by targetting shipping. Here is the reality, US is only as self sufficient as 130 vunerable refineries can process petro products which sustains everything including ag inputs. In event of war, which those musing US blockading PRC shipping forget actually will be, PRC can retaliate by compromising these refineries with cyber warfare, or in event of full escalation conventional hypersonics. There's a reason Biden told Putin/Xi that he considers cyber attacks on US infra comparable to initiating physical war. In age of vunerable networked infra nodes, during an actual shooting war, US is more vunerable and less self sufficient than EVER simply because adversaries like PRC has the capabilities to compromise critical CONUS infra. Like gunpower ended actual fortresses, network and conventional global strike capabilities ended Zeihan's fortress america. Politics (PRC indigenous defense drive) > geography.
>has horrible demographics
China actually significantly better off demographically TO COMPETE with US vs just about everyone else. Yes there's broad demographic decline, but S&T investements and academic reforms has massively grown the segment of educated / skilled talent. Huge population base effect = PRC generating something like 4.5M STEM talent with exploding pHDs, about all OECD combined. This is multitude more than US can generate domestically + immigration. PRC is only getting better demographically equipped to challenge US primarcy. Think of how JP/SKR/TW consistently moved up value chain, destroyed US lead in semi, even though most they had shit tier demographics but moved up value chain by converting new gen disproportionately into STEM. PRC is doing that with 20x more talent and will be going after every sector. What else does declining population imply? Less import dependancy and more strategic options. Politics (PRC investment in human capita) > demography. Granted does not negate, but there's demographic divident political hacks at PRC scale.
>large navy but only 10% ... >US has kept shipping lanes open, and China relies on that to this day
This is whoefully out of date, PRC has been building mid-tier sized European navy every year, hulls of surface combatants are all blue water capable. But ultimately PRC simply choose not to take on global commitments and freeloads off the US... because why would they not. Apart from courtesy anti piracy, and foreign port visits, PRC likes to stay within IndoPac and turn SCS into Chinese lake. With PRC ship building capacity, it would be trivial for PRC to build a replenishment fleet comparable to USN and replace US policing duties, which would open up global basing options for others who want to freeload off PRC. Ergo US has to fulfill commitments or else they lose hegemonic competition/perks to others who are willing. Now go look at USN readiness / retention decline and the sad state of the fleet due to massive over commitment / tasking and ask yourself why PRC would stop an adversary while making mistake. Or circle back the PRC global hypersonic developments and translate that to port strikes, the TLDR is USN naval assets are single deployment assets, less if replenishment fleet gets scrapped.
>fairly hostile island nations with lots of antiship missiles
Zeihan was wanking about surrounding PRC with AShMs at a time when US policy / wonk writings thought this was a great idea (it is), but when US foreign policy tried implement said 1st island chain plan last couple admins, they found very few takers. TLDR is majority of ASEAN/region is neutral and no one is really suicidal enough to be PRC missile sinks in a Sino-US war. Right now the only takers is Japan, TW, and maybe SKR. And bluntly, if you look at current/trending force balance differential in region and future PRC military aquistions, PRC doesn't even need a navy to completely destroy major US ally in the region, who are all islands and existentially vunerable to import disruptions. Not to mention these allies are more liability in actual war... because PRC attacking them will trigger security commitment in 1st Island Chain where US does not want to fight.
>China has become a great economic power
This is peak US exceptionalism wank, China has become a great economic power because it exploited US failures in domestic and foreign policy. People want to think it's US benevolence when it's actually US incompetence that built modern PRC. There's a reason why US vs PRC competition is about systems and not just geographic blessings. It's not geography that's massively failing US, it's the politics. Whatever you think of PRC/CCP politics, so far it's closing the gap faster than US can contain.
>US has more navigable river
You may be right. You quoted the poster, who said they quoted Zeihan. Are both countries blessed in this regard? I guess this affects transport, like you mentioned, and farming. I don't remember these particular details from the book, I'm sure he's written hundreds of words on the rivers in these two countries. Does China have enough fresh water, and farmland they can irrigate? If so, then this might not be as big a deal as other factors for these two countries.
>has great ports on both oceans.
You mentioned how many large ports China has. I assume that is because they have been exporting so many manufactured products to so much of the world over the last couple decades. Zeihan seems to make a case that this might not be true for long, due to demographics (there will be more Indian labor, Mexican labor local to the U.S., Columbians and Vietnamese working even cheaper, better Japanese robots, etc) and also due to changing circumstances of international shipping (if the U.S. stops securing shipping around Eurasia where does that leave China? Can they reach their trade partners? Import resources? Do they have capable enemies that they will have to deal with?)
>is self-sufficient in energy
Zeihan made a big deal out of the U.S. fracking developments over the last ten years. He didn't mention this is the context of war with China. He said that because of the end of the cold war and recent advances in fracking it is not longer in the interest of the U.S. to police the worlds oceans, secure the Middle East, etc. He said that would leave other countries, like China, India, Japan, countries in Europe, etc. in a position where they need to secure their own oil supplies, oil still being a very important energy source, and trade routes. All these other countries have enemies and friends. He's saying that the U.S. can withdraw as much as it wants, for the most part.
>has horrible demographics
Zeihan has talked about demographics a lot. Not just China but many other countries will be dealing with the consequences of lower birthrates - an aging and shrinking population. As countries become richer their birth rates go down, eventually below replacement rates. There won't be as much young labor, nor middle aged investors, and there will be more elderly people to take care of. How dependent are our systems on growth? What happens in various places when population and gdp are shrinking? He says that China will have it's hands full over the next ten years dealing with this, but that the U.S. has a large generation of 30-somethings that postpones our "decade of reckoning". Different countries are in different demographic situations. Japan is a rich country that is currently dealing with this situation. Russia is dealing with this also, but not doing so well.
>US has kept shipping lanes open, and China relies on that to this day
You mention that China now has a deep water navy. Based on my reading of Zeihan, I assume they will have a chance to put it to use eventually. Depending on how things go they may need to secure oil shipments from the Middle East, and they could be in competition with Japan and India for that and other resources.
>fairly hostile island nations with lots of antiship missiles
I just don't recall Zeihan talking much about the U.S. going to war with China, certainly not for world domination, like the cold war with Russia. He seems to be saying that there's no reason for the U.S. to start a confrontation with China, that long term it makes sense for the U.S. to continue the trend of withdrawing. I assume he's talked about a possible conflict around Taiwan, but it wasn't central to the trends he focuses on. I know that shortly after sanctions were imposed on Russia, after the Ukraine invasion, he talked about how similar sanctions might affect China, and how that may affect China's thinking on Taiwan in the near future.
He said the U.S. was most likely to approach future conflicts like the recent conflict in Ukraine, using sanctions, weapons, and intel to support allies when it is in our interest, but not sending troops.
>China has become a great economic power
I don't think anyone would deny that. The last few decades in China have been amazing! Unprecedented in history.
I agree with you that politics can be relevant. This is something Zeihan has talked a bit about. He's mentioned Argentina as being a country with a lot of potential, if they could get their politics together. He's talked a bit about internal China and U.S. politics. But he talked much more about the upcoming challenges, different for different countries, due to a changing world order, demographics, and geography. He said there were going to be a lot of failing countries in the next decade or two, more places like Sri Lanka. The world will not be as stable as it has been.
I wasn't sure why you talked so much about a direct confrontation between China and the U.S. If anything Zeihan seems to be predicting that China has demographically and economically peaked, and that they are likely to implode in the next ten years.
I consider Zeihan to have an interesting perspective on all this. I take him as pessimistic food for thought.
General digression on Zeihan: His books are... fine for pop geopoltics. Zeihan "thought" is also an ecosystem of books / lectures / newsletters / videos where his predictions are crafted to appease his differnt paying audiences based on rudimentary geopolitic prognosis (geography+demography is not new framework) and superficial arguments and sometimes just bad data. Strafor trained him to be a good salesman. His US stronk, PRC weak arguments has been largely uncritically parroted by PRC collapsists, an ever trending topic due to ongoing Sino-US competition. Zeihan makes a lot of predictions (with mediocre hit rate)... about many countries, more from perspective of geopolitical potential frequently divorced from actual political realities. Apart from US domestic politics, he's not a particularly deep subject matter expert in other countries, including PRC, but many none the less latch onto onto his napkin analysis and combine it with other superficial PRC collapse / doomed talking points. Ultimately it's pop geopolitics, like there's a reason he hasn't given talks at any prominent PRC focused think tanks or policy circles where at least 10+ years ago, he's (well Strafor) was memed as more marketting than useful analysis.
>navigable river
Both are blessed. Major rivers and taming them is what made Chinese empire. Zeihan's thesis around PRC rivers is focused on history of flooding of farmland heavy Yellow river in north, concentration of industry around more easily navigtable Yangtze/Pearl rivers in south. How north/south divide historically caused political /regional power arrangments that are easy to fracture (China broke again meme), and historically massive disasters when river misbehaves. Notes CCP undertakes massive infra/water works/transfer projects to stitch everything together (pre CCP historically as well). His basic TLDR is China has to spend massive resources to bribe provinces to unified and China has been fractured longer than it has been unified historically (false), and spending all this money on infra projects = PRC will stay capital poor (lol), and it's also why PRC buys (bought) so much superior US tbills, implying USD is keeping PRC political unity afloat. This is message sold to US exceptionalist/China collapsist. Meanwhile PRC capital accumuluation has increased massively while reserves have shrunk to historic lows (2T at time his writing 2008, 4T peak 2013, now 1T).
In comparison, what does he say about US waterways, oh it's great, links up with farm land and coasts, protected by elements because geography, links strait to gulf/east coast. I think he literally used the word "perfect", don't need any extra infra or management, why even have a highway system, but we built one anyway because US so rich, #1 etc etc. Nevermind US corp engineers also historically conducted massive infra/water management projects, and inability to build/sustain "extra infra" in decades after to present makes these waterways severely underutilized / never properly exploited. Nor that US states have vastly different Federal funding/dependency... almost as if US Gov has to bribe states to keep country cohesive. Meanwhile PRC state/infra capacity actually exploiting waterways thoroughly, controlling previously massively catastrophic flooding that previously killed MILLIONS, now hundreds (which Zeihan has tweeted about as if it's omen of coming collapse). Zeihan magnifies US potential vs PRC risks.
In terms of water, PRC via Tibet headwaters has some of the greatest hydro resources in the world but PRC is water stressed (1.4B population does that), but central gov doing massive water transfer (north/south) to alleviate. There's plenty of articles about US water crisis as well. Hard to say long term, but PRC ag hasn't been particuarly impacted but this is where politics > geography, with caveate that PRC population decline will trend towards less pressure / managable crisis over time.
>ports/diversification
PRC isn't particularly export dependant (currently ~20% vs peak of 30%+ vs US 14%), export heavy / dependant is like 30-40+%. As for demographics, PRC automation installation of industrial robots last few years is larger than US/JP/SKR/GER + around the next 14 countries combined. For cheap labour, PRC companies diversified lowend/light industry to region first to emesh them into PRC supply chains via companies controlled by PRC. The TLDR is PRC is strategically outsourcing some stuff (low end labour, high pollution sectors) to make region more dependant (cooperative model), while all signs point it maintaining manufacturing domestically for internal market. In terms of resources, everyone has lots of raw global inputs to defend. Ergo PRC rapidly building up navy (most ships right now while US hulls projected to decline). I argue they can defend against anyone except USN out in open waters, while aquiring capabilities to deter Sino-US war (likely over TW) in meantime. Meanwhile, PRC has near monopoly on various rare earth processing that will take decades for others to reshore.
>fracking ... >didn't mention this is the context of war with China.
Not in books as far as I know. But he's rationalized fracking/energy security in remarks/interviews over PRC at mercy of US blockade because US now energy secure talking points, which now prevalently informs the ever popular PRC is vunerable to blockade narrative. As for US withdraw / serve as offshore balancer, US can do that, but all developments in recent years have shown that PRC is exception to US FP indifference and US will be involved directly in PRC containment. The broader point is he believes energy self reliance + fortress America gives US almost impervious position of strength. But we are approaching point in history where US geography is no longer impregnable shield anymore. See recent US conniptions over PRC (global) hypersonic developement. PRC would of course be happy if US withdraws, but US energy security may/will be just as vunerable as PRC if there's confrontation.
>demographics
All this is true, but in context of great power competition between US/PRC, societies can manage different demographic pressures/patterns while relative gap in comprehensive power can still narrow/shift. Average PRC citizen can have a much shittier QoL vs US, but workforce and industrial policies can still be organized to be systemically competitive, if not more so. PRC can shrink to 1B people, with gen pop stuck in miserable East Asian work culture with poor safety net (though keep in mind PRC has highest savings/homeownership rate and relatively less reliance on welfare state), while still grow military to multiple times current size and move up value chain to increasingly threaten US primacy because there's still easy catchup growth and demographic divident in terms of disproportionate STEM talent vs past workforce that was mostly low skilled. PRC soon keeping hands full (for much longer than 10 years) doesn't mean PRC comprehensive power have peaked or PRC will undergo decline, or according to Zeihan, collapse.
>navy,competition
I don't see where the competition is TBH, plenty of resources to go around for short/medium term and little appetite for war (except PRC/US over TW). As for PRC navy, it's doing more deployments abroad, but doesn't have any foreign security commitments. Like there's no reason to war with India, it's border skirmishes were fought with stone and sticks. Neither country interested in ruining "Asian Century". Japan only if they support US in TW scenario. Senkaku/SCS disputes not worth military/navy, relegated to "domestic" matter for coast guard. But yeah the Chinese navy will be used to do navy things for PRC security interests.
> recall Zeihan talking much about the U.S. going to war with China
No he's pretty firm offshore balancer, America can influence abroad at home while most world collapses without US order advocate. Surrounding PRC with missiles is talking point commonly associated with malacca blockade talk. But US bipartisian anti-PRC FP looks to be doubling down on interdicting directly in TW, because loss of TW risks collapse of US East Asian security architecture. Zeihan thinks PRC will collapse so why bother.
> pessimistic
For the audience his writing caters to (US exceptionalist), his pitch is (IMO) disguised pessimism - having rolled natural 20s on geography US has to work hard to fail, vs US competitors has to work hard to succeed (but here are surface analysis of why they won't). Like credit to him he does acknowledge US failings / challenges because the politics in US geopolitics has been underperforming, but he tends to trivialize US challenges with "at least our adversaries are doomed".
But yes, we are a bit short on metaphorical oxygen masks.
But if you mean "all of us" as in all people in the world? No we are absolutely not all equally to blame for this. And it is true that, overall, in general, the ones who disproportionately caused this, and disproportionally benefitted from it, will also be disproportionally protected from its worst effects.
Focusing on the diffusion of blame or the weakness of the metaphor without acknowledging that dynamic is cowardly imo.
However, I would be surprised if more than a mere few million humans alive today are sufficiently harmless to the ecosystem that they can be counted as blameless. While I would of course accept that minors can’t be counted as at fault due to lack of power or awareness, I would say that in practice this also applies to virtually everyone, given the safe emissions level is 0.1% of actual emissions and that this means that even most eco-friendly food production isn’t friendly enough yet, let alone all the other things.
Still, I recon we can get there without loss of quality of life. I may be pessimistic about politics, but I’m optimistic about technology.
I think this is a common problem. Some of us sometimes feel guilty for being happy.
> the shit (that we threw) hits the fan
I'm not sure anyone is to blame because no one created human civilizations except all of us. My view is aligned with the human potential movement. As I understand it, we need a lot more work to overcome our tendencies towards what Catholics call the Seven Deadly Sins: Lust, Gluttony, Greed, Sloth, Wrath, Envy, and Pride. We are over-coming our primitive animal nature to something more intelligent and refined. Buddhists among others have a lot to say about letting our troublesome thoughts and emotions go and focusing on our resting nature. I like the Kundalini model for a nice way to visualize our human potential.
And yet, it's largely the global north, and America in specific - a small subset of humanity - who will escape the reaping, even though they did a disproportionate amount of sowing, to keep the Catholic thread going I guess.
> Some of us sometimes feel guilty for being happy
That's not what they said. They said they feel guilty for being happy that others will suffer immensely while they get to skate relatively unharmed. I agree that some folks do feel unnecessarily guilty sometimes, but I don't think that applies here.
Are you blaming Americans for China's environmental destruction because we buy their products? Americans have created systems that protect the environment that China could take advantage of
> They said they feel guilty for being happy that others will suffer immensely while they get to skate relatively unharmed
I can't do anymore than I am doing to correct wrongs. I'm not mad at the English currently alive because their ancestors starved my Irish ancestors and I don't feel guilty that some of my ancestors might have owned slaves. I want to be happy, but weirdly some people don't and are always finding reasons to be unhappy.
“I have noticed that a man is usually about as happy as he has made up his mind to be.”
- Abraham Lincoln
The vast majority of emissions and environmental destruction has been done by the global north, only recently has the rest of the world started to become the majority in this sense. You can’t just point the finger and forget all of history up to this point.
https://en.wikipedia.org/wiki/Global_North_and_Global_South?...
I can't believe anyone would take this stuff seriously. But I'm sure it's popular with the officious busybodies in some international NGOs.
I can see how it’s confusing, but it’s a fairly well understood term by people within geopolitical circles. Unless you believe latitude is the most important explanatory variable in geopolitics, I don’t think the edge cases are such a big deal as to prevent us from using global north/south as a shorthand.
Some of the systems may make products expensive, and the whole point of offshoring production to China (from the US and other places), so to make them inexpensively. Are consumers willing to start paying the externalities of climate change in their products (regardless of where they are produced)?
And as Kurzgesagt points out in "Who Is Responsible For Climate Change? – Who Needs To Fix It?", while China as a whole releases the most, per capita each citizen is relatively low(er) emissions (especially compared to the US). Further, the country with highest cumulatively/historically released carbon to date—which has led us to the climate change problem in the first place—is the US:
The West generally, and US specifically, tends to release much more carbon into the atmosphere than the countries that will suffer the most from climate change. The US further uses a lot more energy per capita than just about anyone else (in the Top 5?) in day-to-day life.
Most other industrialized countries can achieve the same level of comfort and lifestyle as the US with much less energy use.
There seems to be an overwhelming assumption from Americans that the US is destroying the world, but in many ways we've enabled the greatest time in human history by allowing peaceful cooperation.
I'm assuming your country is the US, and they're who you believe threw the shit in question.
Look at Montgomery bus boycott. Everyone remembers Rosa Parks, but in reality the boycott required coordination of tens of thousands of individuals doing mundane work. You had taxi drivers willing to drive people at break even prices. You had dispatchers to coordinate carpooling. You had people willing to walk several miles a day in the Alabama sun just to deprive the bus system out of a few cents. All this effort was expended for the relatively minor problem of segregation on buses. However, this paved the way for more substantial forms of change. Imagine how much quicker we would reduce greenhouse gas emissions if we put a similar level of effort.
https://en.wikipedia.org/wiki/Annexation_of_Crimea_by_the_Ru...
It's also interesting, because there doesn't seem to be any competing power block. People talk about things like BRICS, but that's little more than a conference between countries that don't share much in common and often are rivals as much as friends.
FWIW, this aligns pretty well with the OECD nations [1]. Might be a good starting point.
1 https://www.oecd.org/about/document/ratification-oecd-conven...
Directing the attention of the rest of the world's underclass has been an afterthought, but that is changing.
The party winning is the Anglosphere. They have been doing well ever since keeping Europe dysfunctional.
And i dislike the liberalist myth, but at least its a more functional and useful myth than the feodal, monarchist or fascist myth that seems to come back nowadays.
I don't know how you define western europe, but the sanctioning countries includes basically all of europe besides Serbia, Bosnia and Herzegovivina, Macedonia and Belarus (of course).
Nevertheless, the US will find the end of globalization somewhat unpleasant for a while. But unlike most of the world, the US is self-sufficient in food and energy, faces little direct military threat, and its largest trading partners are on its borders. In relative terms, the US stands to come out well ahead.
Being less homogenous is also an advantage. Almost every advanced country has terrible demographics. The less homogenous you are, the more you're able to attract immigrants to fix that. Despite periodic discontent, the US has long welcomed immigration and benefited by it. On top of that, US demographics aren't that terrible in the first place.
Why would they want to contain the soviets if not to benefit from global trade? The benefits outweigh the costs very much, thats why they did it.
Surely the US stands to come out safe, it is a very safe country, but if it won't be richer anymore, it will also stop being an immigration hotspot. Immigration, globalization and empire building go hand in hand, and the past century was America's turn. But this construction seems to be dissolving.
If things play out as Zeihan expects, the US will be a bit less rich, but will be far better off than anyone else in the world.
Perhaps a totalitarian society will allow them to do so, but saying "It's different this time..." has a very poor record
India has:
- Largest arable land in the world.[1]
- Multiple productive zones like Ganga, Kaveri, Godavari and other basins that can support multiple crops a year.
- A good demographic dividend, due to a young population and a stable democracy.
- Favourable weather. Monsoons are highly predictable and are timed well.
- A competent workforce. Due to the sheer size, India can manage to find the required quota of productive workers.
- Favourable location. It sits smack in the middle of Indian Ocean with all major trade routes passing through its doorsteps.
- Good diplomatic alliances, albeit it’ll be harder to maintain the tight rope balance in the coming decades.
India might not be the most lucky nation like the US, and has several major challenges in store but nevertheless it is an interesting player.
[1] https://en.m.wikipedia.org/wiki/Land_use_statistics_by_count...
I have been reading a bit about the recent Covid lockdowns in China and the situation there sounds insane and unbelievable. How long can a country survive that level of totalitarianism?
This is extremely unlikely. Half (HALF!) of China's 1.2B people will be dead by 2050. The CCP is almost certainly doomed to fracture/fail due to this factor alone. Additionally, Xi has elevated himself to cult-leader like status and killed every person who ever brought him bad news. No nation run like that will succeed for long.
Lastly, China imports vast quantities of food and oil and has a tiny navy. They are wholly dependent on the outside world - a point that Peter explores in greater depth in his earlier books.
They have more ships than the US Navy, though they don’t beat it by tonnage. How can that be considered tiny?
https://impact.economist.com/sustainability/project/food-sec...
I'm curious about the methodology as this map marks Ireland simply as 'Food Insecure' with vertical lines. It would be like marking Norway 'Under Developed' -- it just screams something major has been overlooked.
https://data.worldbank.org/indicator/AG.CON.FERT.PT.ZS?locat...
https://thatsfarming.com/farming-news/chemical-fertiliser-im...
[1] https://bestfoodimporters.com/food-imports-in-the-netherland...
But what matters in this analysis is calories, not value.
The US makes its own fertilizer, Ireland does not. Without fertilizer, crop productivity goes way down.
A wealthy older person will not stay wealthy for long when minor repairs to their home cost a magnitude more than circa-2019.
The author keeps insisting that the "end is coming", but the only arguments given in support of this are the demographic collapse and the US withdraw from the world Order leading to de-globalization.
The demographic collapse is real, however it has been known for decades and many countries are taking real steps to mitigate it in the form of strong government support for raising children (netherlands for example) or looser restrictions to immigration. There is also no mention in this book that better standards of living and the shift away from manual labor are enabling many people to continue to be productive well into their retirement years.
The argument for the US withdraw from the world Order is even more puzzling as it flies in the face of all the events of 2022 which has seen the US reinforce its alliances and increase its participation in the world stage. In my view, the argument is a reaction to the Trump presidency, but I believe the Trump presidency is an aberration and not a trend for the future of US foreign policy. The US will always promote peace and world order, because ultimately peace is far more profitable than war.
Just my impressions so far. I'll keep reading it in the hope that it gets better.
Zeihan's predictions don't extend much past the next decade. Governments can enact policies to encourage childbearing but it will still take 20 years to make a 20-year-old. Immigration is another matter of course, but for many countries, cultural issues make that difficult. The US does a pretty good job of assimilating immigrants and giving them a fairly equal place in society. Many other countries do not, and that makes them less attractive to immigrants.
Internationally, the US has definitely stepped up more this year. But during and shortly after the Cold War, the US fought serious wars to defend the borders of other countries, maintaining our credibility as global security guarantor. I don't think we're near so dedicated to that these days. We'll sanction, and share weapons and intel, but that's relatively cheap.
The place of soybean and pork production, vs. the rest of food staples, was also surprising.
Can we please start calling "rare earths" lanthanides?
What fascinates me is how this is measured. I mean Jakarta gets as much sunlight falling on it as anything else pretty much on the equator.
Has anyone read the book and might be able to explain - I am guessing something like jungle vegetation blocks sunlight down at ground level, or lots of cloud cover.
But interested.
You can see by checking out satellite views, just click the day back repeatedly to get an idea: https://zoom.earth/maps/daily/#view=-6.0915,106.56352,9z/dat...
The methodology page on solar[3] looks solid. "Shading by terrain features is calculated using high-resolution elevation data and calculated terrain horizon. Shading driven by buildings, vegetation and obstacles is not considered;"
[1] https://globalsolaratlas.info/map
It is a fine read in parts, but I would be wary to take this as the handbook of the coming future.
It is probably worth making a reservoir to float them on, even in a desert. Nobody knows how long floating panels will last, because there hasn't been time. Warranties assume they are very hot all day.
There was a paper that estimated that China's installed PV could generate 10% more power (up to 30% more regionally) if they cleaned up the air.
Obviously a bit of a virtuous cycle.
https://www.reuters.com/article/us-china-solarpower-pollutio...
I predict that in 2040 there are going to be "space enviromentalists" that will try to prevent humans from exploring space in the name of keeping it as is.
Solving fusion power would be a watershed moment for humans and that's where the focus needs to be. The other one is Cancer that needs to be eradicated.
The problem of "unlimited energy generator" of the sun is that on the ground it is intermitted based on day/night and clouds, meaning we would have to create a surplus of energy during the day and store it for later use. We have been working on batteries, but there has been promise at using air or water "batteries" as well via compressed air or Pumped Storage Hydropower (PSH).
I would highly recommend reading both Bill Gates's How to Avoid a Climate Disaster and Vaclav Smil's How the World Really Works, both of which have really shown what needs to happen to solve both our climate and energy problems going forward.
I want human race to flourish and tackle problems, not regress back to the caves.
It is mind blowing to me that the first diesel engine installed on a ship was 1903 and where we are 122 years later already touching space. I can hardly wait to see what the next 50+ years bring. It will be hard and I am sure we will have some growing pains, but going back is never an option.
If you disagree, then post a reply saying why you disagree. Down voting is meant for posts that detract from the conversation, not because you disagree with something and can't be arsed posting a reply.
This isn't Reddit FFS.
But another reason why it 's good: more capital in fewer hands
I do not see how this could be the case.
A dramatic example, but I imagine a solid state battery (and the following generations) will be harder to design if half of the research team has to care for their senile mothers.
> if you believe humanity can successfully navigate a demographic inversion the likes of which it has never seen before, while managing the changing climate.
I agree with the comment above mine, I do not believe we can manage this. With less population, specialization, and attention available among the polluting countries, I see those countries (such as Italy) reverting to things that are easier to manage.
Likely more stuff we can just grab out of the ground and burn.