Additional Source: Just Have A Think

Climate-centric coverage but heavy on geopolitical angle of things.

Given that I am following Peter Zeihan (global demographics & national strategy), China Update (China econ & geopolitics), and Asianometry (chip manufacturing among many other things) there was a gap in terms of climate. Enter Just Have A Think.

This episode in particular is REALLY interesting …

Where Zeihan points out the “investment led” strategy and China Update covers the instability in the context of the global markets system, JHAT sees things completely differently.

While the west appears to be waiting for a buildup of free market fairy dust in the stratosphere to start lowering temperatures by reflecting sunlight, China’s central planning has gone hard at carbon emissions. Their electric vehicle market is booming, their electrified rail is eating short to medium haul air travel alive, and they are positioned to implement renewables in a way no market driven economy can.

A think I have not had is this … in a world where the compound growth that is the fundamental assumption behind capitalism no longer works … what does that world look like? And where does China’s method leave them in comparison to Europe and the U.S.? I think they have a terrible demographics problem, Zeihan is right in that matter, but as a thought experiment not factoring demographics into the equation … who comes out on top?

And once you’ve got your head around that … where are the billion plus people in South Asia, who are literally going to roast in their own skins if they don’t move, where do they end up? The quality of that overbuilt Chinese housing is poor, but do they have a framework that would support a couple hundred million immigrants?

It’s a mad, mad, mad, MAD world …