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The end of the world is just beginning for shipping

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Re: The end of the world is just beginning for shipping

#101
post #3

I don't know how to phrase this but this feels like a lot of truisms / a few reasonable possibilities and then some pretty BIG leaps as far as predictions go.

I feel similarly. Globalization can and probably should boil down to rare materials and high-profit items, not bulk food, disposable consumables etc. I see that as a healthy reduction in globalization while still providing sufficient international trade to maintain relations. Note that I haven't read any of his work.

Re: The end of the world is just beginning for shipping

#102

Interesting to combine this line of thinking with the transition from nation-states to market-states: https://www.tandfonline.com/doi/abs/10.1080/1744057060106386... The power vacuum that's arisen from populism & isolationism is about to create a gigantic untapped market for firms that provide the services of a state - defense, dispute resolution, and currency - for a fee, to gigantic multinational corporations. At t…

> Might we see the nation-state get replaced by a web of competing mercenaries, each of which effectively serves as a protection racket for their customers? How do you envision the deprecation of the nuclear-armed nation state unfolding? The USSR had a unipolar world outside to stabilize and manage its disintegration. How is this accomplished in a multipolar context, with tensions inflamed by intensifying scarcity, c…

there's no reason that things need to unfold such that a nuclear armed state exists one day and then doesn't the next.

It could easily evolve from regulatory capture, increased influence of large corporations in governance, capture of public discourse by corporate sponsored narratives, and eventual de-facto private control of government. You'd end up with a nation with a nuclear force exists on paper but in fact the corporate interests were in control of that entity.

In fact, of the preceding 5 conditions I would say 4 are already either done or in progress.

Re: The end of the world is just beginning for shipping

#103
post #10

> Russia is blockading Ukraine grain exports Russia say that it's Ukraine refusing to demine the waters that it, Ukraine, mined in the first place. I've also read that the impact of the (lack of) grain exports is drastically overblown

Russia also said, many times, "we will not invade Ukraine".

They are barbarians, rapists, murderers, and liars.

Re: The end of the world is just beginning for shipping

#104
post #60

Interesting to combine this line of thinking with the transition from nation-states to market-states: https://www.tandfonline.com/doi/abs/10.1080/1744057060106386... The power vacuum that's arisen from populism & isolationism is about to create a gigantic untapped market for firms that provide the services of a state - defense, dispute resolution, and currency - for a fee, to gigantic multinational corporations. At t…

The modern Westphalian nation-state may just be an accident of history, eventually replaced by other mechanisms. Arguably it already has begun; tech monopolies are starting to provide "government-like" rules and enforcement.

No post body was provided.

Re: The end of the world is just beginning for shipping

#105

Earlier quoted context omitted.

China imports over 80% of its oil — it does not have the resources to be a deep-water navigation power.

https://www.worldometers.info/oil/china-oil/#oil-reserves https://www.worldometers.info/oil/us-oil/#oil-reserves Looks like the US and China import about the same quantity of oil. That doesn't contradict what you said, but I think it does diminish its significance.

Importing oil doesn't necessarily say anything about use. The US imports a lot of oil to refine and then export as petroleum products. Countries don't just burn crude oil in a giant bucket to keep warm.

Re: The end of the world is just beginning for shipping

#106

I’ve been following Zeihan since his first book. I’m yet to find a credible counter argument to his theses. And he’s being proven right at an alarming pace this year. So far this year we’ve had: - A land war in Europe - Food insecurity in the developing world - Breakdown of supply chains and shipping routes - Nation states resorting to seizing each other’s ships (see Greece-Iran issue recently). Everything that he ha…

How many of his predictions have failed? How many are timebound and falsifiable? I am not specifically familiar with Zehain, but I am very well acquainted with figures who generate many predictions, have a small number become true, and then get treated as oracles for years before the truth is exposed: predicting the future in massive, chaotic systems is nearly impossible.

Also some of these seem like almost vacuous statements. Predicting food insecurity(or any other type of insecurity) in the developing world is not a groundbreaking prediction.

Re: The end of the world is just beginning for shipping

#107

I’ve been following Zeihan since his first book. I’m yet to find a credible counter argument to his theses. And he’s being proven right at an alarming pace this year. So far this year we’ve had: - A land war in Europe - Food insecurity in the developing world - Breakdown of supply chains and shipping routes - Nation states resorting to seizing each other’s ships (see Greece-Iran issue recently). Everything that he ha…

How many of his predictions have failed? How many are timebound and falsifiable? I am not specifically familiar with Zehain, but I am very well acquainted with figures who generate many predictions, have a small number become true, and then get treated as oracles for years before the truth is exposed: predicting the future in massive, chaotic systems is nearly impossible.

His core arguments focus on geography and demographics, both of which are “hard” problems. Declining populations simply cannot maintain the “grow at all costs” current economic order. Even an advanced country like Japan with plenty of automation and high productivity rates hasn’t see any growth in two decades since its population itself doesn’t grow anymore.

Even if you don’t go by his more alarmist arguments, you have to agree that in the face of declining populations and ageing demographics, we will have to shift to a new economic model where growth isn’t the only goal. And any large scale shift in economic models comes with some grief, at the very least.

Re: The end of the world is just beginning for shipping

#108

I’ve been following Zeihan since his first book. I’m yet to find a credible counter argument to his theses. And he’s being proven right at an alarming pace this year. So far this year we’ve had: - A land war in Europe - Food insecurity in the developing world - Breakdown of supply chains and shipping routes - Nation states resorting to seizing each other’s ships (see Greece-Iran issue recently). Everything that he ha…

I, too, am a fan of Zeihan's. I think his thesis is basically correct, but he is frustratingly cagey with detail. Timeframes matter, as does any citation of sources. Given the level of detail, it seems accurate and reliable but I just feel uneasy without the ability to verify anything.

Re: The end of the world is just beginning for shipping

#109

Earlier quoted context omitted.

“Biden made the Taliban conquer Afghanistan” is as believable as “Biden made Putin invade Ukraine”.

Would you believe that the US policy of continually expanding NATO, combined with a military coup of the democratically elected Ukrainian government in 2014 are more to blame for Putin attacking Ukraine? I wouldn't blame Biden. I'd blame Clinton, Bush, and Obama. But hey, you weren't actually asking to be informed about anything that wasn't CIA approved corporate news talking points. You just wanted a pithy straw man…

I would only believe that Putin is to blame for Putin attacking and brutalizing Ukraine. And Syria. And Chechnya. And Georgia. Sorry, apparently I’m brainwashed.

Re: The end of the world is just beginning for shipping

#110

US-centric approach. How about if China decides to fill the power vacuum that the isolationist US leaves. How about if eg. COSCO buys out the port operators around the globe. How about if they decide to protect their shipping routes with their military so that they carry on with providing goods to the globe. Globalization is still in the best interests of China, even if the US decides to abandon it.

China's navy can't go further than 1,000 miles from the shore. They can't protect shipping anywhere outside of their coast.

PLANs has conducting antipiracy missions in gulf of Aden for over a decade now. Their bread and butter frigate type 54 has done port visits across the world. Most 2016 modernization has massively increased UNREP / auxillary fleet. PLAN has enough hulls and capabilities to protect at least her shipping, there's simply no reason to while uncle Sam foots the bill.
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