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The Peter Zeihan Podcast Series
Don't Be Surprised by China's Collapse || Peter Zeihan
Sep 19, 2023
Geopolitics expert Peter Zeihan discusses the concerning factors and subtle signs of trouble in China's society, economy, and politics. Topics include challenges caused by COVID, declining birth rates, energy and food insecurity, and the risks of relying on Chinese products. The impact of the Biden administration's protectionist policies and Chairman Xi's limited decision-making capacity on China's economic power are also explored.
09:42
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Quick takeaways
- China's economic collapse is a result of declining consumer spending, lending, and youth unemployment, driven by factors such as changes in leadership, data collection practices, and a significant demographic shift.
- The breakdown of the Chinese system has wide-ranging implications for global trade and supply chains, including disruptions in accessing the wider world for trade and merchandise exports, shortages in industrial equipment, and the need for the US to rapidly build out its own industrial capabilities.
Deep dives
China's Economic Breakdown
The economic situation in China has been deteriorating over the past few years, with declining consumer spending, lending, and youth unemployment. Various sectors such as bond transactions and patent collection have been negatively affected. This breakdown is a result of a combination of factors, including changes in leadership, data collection practices, and a significant demographic shift. The birth rate has dropped by nearly 70% since 2017, leading to a shortage of working-age individuals to drive consumption. Combined with rising labor costs and geopolitical tensions, the Chinese system is experiencing a decline in industrial competitiveness and economic power.
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Discover
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