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Sub plot: the AUKUS alliance

The Intelligence from The Economist

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Is It Just a Confluence of Events on the Industry?

Simon Tisdall: Is this just an unfortunate confluence of events on the industry, or is all this mess a sign that the industry needs fixing somehow? He says there are big questions about whether disruption will have manufacturers and importers thinking about where they source their products from. There's this idea that deglobalization may be setting in, and idea of near shoring and bringing manufacturing closer to home. But with few alternatives to ships and move goods around, the only choice will be to move factories to make them.

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