Agreed! Peter Zeihan is fantastic. He's almost always correct on geopolitical predictions!

Zeihan is a guy full of BS 😂

@@jtan4493 I agree that there are elements of Zeihan's opinions that are BS, but much of his conclusions are based on solid data. I think Zeihan's domestic political takes are shit, but his international analysis is worth consideration.

nowhere.

In other words fake it til you make it.

It's shocking to many people to find out that in terms of manufacturing, China is the ONLY country to ever surpass the US to this day. The only two other countries to ever come close were Japan and Germany (respectively the numbers three & four of the world's current top manufacturers). The US still has a solid hold on the #2 spot of the world's top manufacturers. Manufacturing never left the US completely, merely the share of total global manufacturing, going from #1 to #2 in the rankings. With the collapse of Globalization, manufacturing is primed to come back to America, making the US the #1 Manufacturer in the world once again. Not too dissimilar to how the US was once the top energy exporter in the world, then losing that status for decades, only to regain the spot again after the development of Fracking in the Shale Revolution. The 21st Century is primed to be the TRUE American Century if we can get our domestic issues sorted out.

@@Seastallion wouldn’t it then makes sense that our competition would want to foment as much domestic strife as possible?

So you clearly didn't pay attention to the video and went on to make an embarrassingly moronic comment.

I think some of it is heading to India, but the design work was always done in the US anyway. Plus chip manufacturing is making a big move to the US also.

Manufacturing IS coming back to the US, AND Mexico. Mexico has a very compatible economy with the US. The trade traffic between the US and Mexico is already very high. Laredo, Texas is stuffed silly with trucks moving freight every day, never mind the trains doing the same. There are other busy border crossings as well, but Laredo is the busiest one.

@@Seastallion Can you explain to me why Mexico does not have the biggest trade surplus with US? (China has 5X trade surplus with US than Mexico. Not even close)

@@qingzhou9983 You need that explained? Sure, the US buys a lot of crap from China with a population ~18 times the size of Mexico. Go figure. That doesn't change the fact Mexico is highly integrated with US manufacturing and growing more so every year. Mexico and Canada consume nearly half of ALL American exports, which has never been more than 12% of trade-to-GDP. Meaning that 80-90 cents of every $1 is created within the US itself and NOT due to exports. China is not so central to the US economy as might be believed at first glance. If trade ended suddenly with China it would certainly be an inconvenience for quite a while, but it wouldn't be absolutely crippling. The US is mostly self sufficient in most critical needs such as food and energy. Mexico does much of the lower value added manufacturing involved with overall US manufacturing such as the automobile industry. In return Mexico buys a great deal from the US including agricultural products. Mexico also has cheaper labor than China now has, and with plenty of room to continue expanding its manufacturing sector. It also helps that Mexico is literally right next door, so shipping freight is shorter distance and quicker. Obviously Mexico can't produce as much as China, but no one is asking them to. They're manufacturing efforts are largely combined with US manufacturing output. Mexico is replacing China to some degree, but it won't be just Mexico. India, Vietnam, and other South Asian countries are likely to pick up the slack as well. China won't be holding the American economy hostage any longer.

@@Seastallion You still did not answer my original question: Why do companies manufacture production in China and sell to US while "Mexico is just next door to US, it has a great Free trade agreement with US, and its per capital GDP is lower than China for many years now (cost lower than China)." Do you understand WHY? AND these WHYs are what keep Manufacturing in China.

@@Seastallion Another interesting point, India also has the same size population as China. They are much younger and cost a lot less than Mexico. Why India does not export more to US than Mexico? Comparing carefully India vs Mexico vs China will tell you a lot more about the Global Supply Chain and Why China dominates it for so long.

Nope, it's true. Demographics is the closest thing to destiny, and the math doesn't lie. Combined with the power of Geography and it's fait accompli.