We thought China would join the WTO and "Westernize" themselves. They didn't, and it's clear they're trying to come out on top. That's why the West is switching to full-on contagion mode.
The pandemic was the trigger event that gave us the activation energy to accept supply chain disruptions and ease into the pain of decoupling. It'll go much faster now. The de-China-fication is going to accelerate rapidly.
The game is now near-shore, friend-shore. Mexico is now the biggest trade partner of the US, and it's still only ramping up. The rail and truck corridors are growing significantly and we're about to pour in huge infrastructure investments.
It is pretty much game over for America now. Huawei has 2nm chip and will mass produce next year Q1. China EVs already so far ahead that Tesla had to mass layoff and price drop. Chinese drones are so numerous, even American Naval Admiral scared to engage Chinese. There are simply no simulation path of American stayimg ahead in next 100 years. Unlike Japanese, Chinese wont do Japanese kowtow. The best way forward is American get their budget in order. Once Chinese achieve full domestic consumption game over for America. Now Chinese has wodld biggest auto market 30m, bigger than USA and EU combined. Imagine that happen to planes, everyday consumptions. China also massive purchasing and delivering physical gold to Shanghai. Therr is no way USD and American economy able to sustain itself when Chinese outcompete, outspy, out militarise America. If you look at Chinese space station vs American ISS, you will know who will become star trek first. Even Chinese desert turning green will likely trigger dust bowl in America in the next 30 years. Game over America.
The pandemic was the trigger event that gave us the activation energy to accept supply chain disruptions and ease into the pain of decoupling. It'll go much faster now. The de-China-fication is going to accelerate rapidly.
The game is now near-shore, friend-shore. Mexico is now the biggest trade partner of the US, and it's still only ramping up. The rail and truck corridors are growing significantly and we're about to pour in huge infrastructure investments.