ATR: Europe failing and China is Deflating with @nnzp1730

In this week’s Ag Tribes Report on The Vance Crowe Podcast, host Vance Crowe tosses the script and sits down with returning guest “NNZP,” a veteran CEO and global manufacturer who joins anonymously to speak candidly about the world economy. They dig into Europe’s rapid de-industrialization, energy policy missteps, and why cheaper Chinese imports may be a short-term fix with long-term strategic risks. NNZP explains China’s deflationary “involution,” the chasm between commanded capacity and real demand, and how that excess is being exported—pressuring Western industry and defense resilience. They explore supply-chain fragility from chips to pharma inputs, the knock-on effects for agriculture, and why abundant, affordable energy (including nuclear) underpins everything. They also discuss the “debasement trade,” hard assets, and what investors might consider in a world of persistent inflation and policy intervention. NNZP offers a contrarian ag take on when solar can be the highest-and-best use of certain lands, the future of ethanol in an EV world, and why nuclear may arrive first for data centers, not households. Despite near-term turbulence, they end on pragmatic optimism about America’s capacity to adapt once incentives and priorities realign.

Resources: Find NNZP on X/Twitter at @nnzp1730
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