The End of the World is Just the Beginning: Mapping the Collapse of Globalization
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Since 1945 the world has been the best it has ever been.
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Fact
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Place matters. Hugely. The Egyptian cities are where they are because they had the perfect mix of water and desert buffer for the preindustrial age.
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Geography Matters
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America’s strengths allow her debates to be petty, while those debates barely affect her strengths.
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Fact
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the last seventy-five years long will be remembered as a golden age,
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True
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The easy movement of people and goods throughout the river network forced Americans to interact with one another regularly, contributing to the unification of American culture despite a wide variety of ethnic backgrounds.
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Amazing
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Economic stress did not automatically translate into political stress—or vice versa.
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American Flexibility
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The catch-all phrase for the pact is Bretton Woods, named after the New Hampshire ski resort where the Americans first made the pitch shortly after the Normandy invasion. It is perhaps more commonly known as the free-trade era of the post–World War II period, or simply as globalization.
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GLOBALIZTION BEGAN THAT SOON AND A CERTAIN.PLACE IN.AMERICA
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A full replacement birth rate is 2.1 children per woman.
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Where does he get this formula this is amazing
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Globalized supply chains are all about tapping different skill sets and labor cost structures to generate the most economically efficient outcomes.
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Globalization
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The average grocery store today has about forty thousand individual items, up from about two hundred at the dawn of the twentieth century.
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Amazing fact
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Industrialization plus globalization has not only generated the fastest economic growth in history; collectively they have dramatically increased the standard of living of billions of people the world over.
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Amazing Fact
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Modern cities are so large and their economies so specialized that they require regular access not just to a huge swath of territory, but to the entire globe.
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Interesting
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Remove the Americans, and long-haul shipping degrades from being the norm to being the exception. Remove mass consumption due to demographic collapses and the entire economic argument for mass integration collapses. One way or another, our “normal” is going to end, and end soon.
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points so far
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first time anyone shoots at a single commercial ship.
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Point
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Oil powered global trade, global trade powered the American alliance, and the American alliance powered American security.
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The resons why
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the combined navies of the wider world have less than one-tenth the power projection capacity of the U.S. Navy.
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Power of the us navy
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At least half the global population faces the unwinding of decades of urbanization.
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Wow
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At that point, governmental and civil collapse is rarely far off, with leaders finding themselves holding tickets for admission to history’s ash heap.
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Funny
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Even better, the Americans were perfectly willing to provide the World War II Allies with anything they needed—oil or fuel, steel or guns, wheat or flour—so long as they were paid in gold. By war’s end the U.S. economy wasn’t only far larger and that of Europe far smaller. The U.S. dollar wasn’t just the only reasonable medium of exchange in the entire Western Hemisphere: it had sucked the very metal out of Europe that would have enabled a long-term currency competitor anywhere in the Eastern Hemisphere. If anything, this is truer than it sounds. After all, the metals-backed currencies of ...more
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Wow and lol if true
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In the first Asian wave, agriculture gave way to textiles and heavy industry. In the post-1971 wave, heavy industry gave way to ever-more-advanced manufacturing of every imaginable sort: white goods, toys, automotive, electronics, computers, cellular products.
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Asiqan economic expansion
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Mao’s Cultural Revolution—killed at least 40 million
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Mao effect on China
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In particular the Chinese boom stressed global commodities markets between 2003 and 2007, with oil prices reaching historical, inflation-adjusted highs in 2007 of approximately $150 a barrel.
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China effect.
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The Chinese Communist Party’s only source of legitimacy is economic growth,
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Chinese strength gauge
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It’s no surprise then that the CCP’s preferred method of storing their wealth is in U.S. currency . . . outside of China.
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Chinese hypocrisy
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From the 1950s through the 1980s, middle-class white Americans codefined “American Dream” with “home ownership.”
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The American Dream
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The mortgage-backed securities quickly degraded from the safest of all investments to something even Enron would have balked at. New homeowners started defaulting on their mortgages before they had even made a single payment. It all went belly-up. We know the subsequent economic carnage as the 2007–09 financial crisis.
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2008 World Recession
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The world knows these collective advances as either “fracking” or the “shale revolution” and collectively they made the United States the world’s largest oil and natural gas producer.
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US oil
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Between 1990 and 2020 this broad convergence of factors brought us the cheapest capital supplies and fastest economic growth in the history of our species.
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Interesting fact about human growth
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The slowly aging demography of the United States and the moderately aging demographies of Japan and the Europeans and the quickly aging demographies of the advanced developing world all converge on mass retirement in the 2020s and 2030s. And when they retire—when all of them retire at once—they will stop providing the capital that has fueled our world.
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The end of free money
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Credit is the lifeblood of a modern economy.
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Modern economics
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Singapore sits on the Strait of Malacca—the world’s busiest trade route—and serves as the world’s largest transshipment center,
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Singapore strength
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products can flow from areas of high supply to high demand.
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Basic economics
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The unfortunate fact is that greentech in its current form simply isn’t useful for most people in most places—either to reduce carbon emissions or to provide a substitute for energy inputs in a more chaotic, post-Order world.
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Greentech reality
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the coastal cities of this line comprise roughly one-third of the American population on a tiny footprint.
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Eastern seaboard population United States
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From 2014, when the solar boom began, until 2020, solar has only increased to become 1.5 percent of total energy use.
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Solar energy failure
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six times that of the standard combined-cycle natural gas plant,
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battery faIlure
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greentech requires two to five times the copper and chromium of more traditional methods of generating power,
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Greentech not feasible
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and houses ten of the world’s twenty largest copper smelters.
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Chinese copper
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South America copper
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Chile also smelts most of its own ore into copper metal, making it the world’s one-stop shop in a post-China world.
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Chilean Copper
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double to 220,000 tons simply to keep pace with Green aspirations.
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Green Reality:Cobalt
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Eight of the world’s fourteen largest cobalt sources are China-owned, and nearly all cobalt refining occurs in the PRC (with Canada a very distant second).
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Chinese Cobalt Power
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More than half of commercially usable cobalt comes from a single country: the Democratic Republic of the Congo
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Congo Cobalt
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gold already is the best conductor.
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Golf conductor
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90 percent of global rare earth production and processing was in the PRC.
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Chinese rare Earth
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The Order established stability, which fostered economic growth, which enabled technological advancement, which led to the availability of these materials, which allowed their inclusion into the products, modernity, and lifestyle of the modern age.
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American Order post 1950
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Smuggling of ores, processed materials, and/or finished products will, out of necessity, become a booming business.
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Black Market Ore Future
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The German river system—in particular the Rhine-Ruhr system of western Germany—is the densest network of naturally navigable waterways in the world.
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German Rivers
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Ford are among the most complex of any firm in existence, tapping more than sixty countries and 1,300 direct suppliers that together have more than 4,400 manufacturing sites.
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Ford Network
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in the twenty years following 1996—a period that includes the Great Recession—global maritime trade doubled by volume and tripled by value.
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Ladt twenty years of World Growth
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