The Duran Podcast Germany unstoppable industrial decline
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Nov 16, 2025 Germany's economy faces a troubling decline, losing competitiveness to China. The hosts discuss how new debt often funds subsidies rather than real investments. Military industries seem too small to replace the faltering civilian sector. Rising energy costs, especially due to the end of cheap Russian gas, are exacerbating unemployment. They highlight the masking of real job losses through public-sector employment. With longstanding structural issues, the speakers urge for a reevaluation of policies to avoid a point of no return.
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Unstoppable Industrial Decline
- Germany faces an accelerating industrial collapse driven by rising uncompetitiveness versus China.
- Financial Times describes rearmament spending as insufficient to replace lost civilian industry and will increase debt and unit costs.
Debt Plugging Holes, Not Building Capacity
- Debt is being issued mainly to plug welfare and industrial subsidies rather than to fund productive rearmament or infrastructure.
- That approach will raise costs and cannot scale given Germany's small military-industrial workforce.
Tiny Military-Industrial Base
- Germany's military-industrial base is tiny, employing roughly 8,000 people and cannot absorb mass rearmament quickly.
- Pumping money into a constrained sector will mainly inflate unit costs, not rapid capacity growth.