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Peter Zeihan – Is India the Next China?

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  • Strategic largesse of the United States: The US created the globalized system to allow the import and export of everything on a global basis without having to secure territory or sea lanes militarily.
  • Hyper financialization: The Chinese system is dependent upon the ongoing strategic largesse of the US, which is a very bad plan. The US has the ability to kill this overnight if it chooses to.
  • Demographics: India has slowly transitioned to a chimney demography, but the process started a lot later than it did in China and is proceeding at a slower speed. India has plenty of people under 40 to do consuming and still have kids.
  • Closeness to resources: India is closer to the resources it needs, such as food and minerals, than China is. India is also the first stop out of the Persian Gulf, so it is unlikely to ever have an energy crisis.

Published February 27, 2023
Visit YouTube to watch Peter Zeihan’s original vlog Peter Zeihan – Is India the Next China?

Erdoğan Is Getting Desperate [Enes Kanter Freedom, The Atlantic]

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  • Turkey has targeted me for years due to my denouncement of its strongman, Recep Tayyip Erdoğan, which has resulted in my passport being revoked, 12 lawsuits against me, and my name being put on Interpol’s “Red Notice” list.
  • The earthquake that struck Turkey earlier this month represents one of the biggest disasters the country has ever faced, and the world has generously offered much-needed resources to help us recover.
  • Erdoğan has taken full control of the legislature and judiciary after a coup failed to oust him in 2016, dismissing thousands of judges who could have resisted his orders.
  • Erdoğan has committed human-rights violations which have been carried out under the pretext of anti-terror measures, resulting in Turkey being ranked “not free” by Freedom House and 117th out of 139 countries in the World Justice Project’s Rule of Law Index.
  • Erdoğan has used his leverage with the West to further his hunt for dissidents, such as attempting to compel Sweden and Finland to extradite up to 130 of his critics in exchange for supporting their NATO-membership bids.
  • Erdoğan is getting desperate and even more dangerous as the presidential elections in Turkey are only a few months away, and he has failed to stem a years-long economic crisis. He will come under increasing pressure to further consolidate his power and shore up support however he can.
  • The West must make clear that Erdoğan will be shunned from the world stage if he continues down this path of threatening the lives of opposition members in sovereign states.

Published February 26, 2023
Visit The Atlantic to read Enes Kanter Freedom’s original post Erdoğan Is Getting Desperate

Chartbook #197: The Ukraine-Aid Reality Gap [Adam Tooze, Chartbook]

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  • There is a gap between collective awareness of major social, environmental, political and economic problems and the resources mobilized to meet them. This gap can be interpreted as a problem of hypocrisy, policy, or perception (a “reality gap”).
  • The Kiel Institute has tracked €143.6 billion of financial, humanitarian, and military aid committed to Ukraine between January 24, 2022 and January 15, 2023. Poland is contributing the most in proportional terms (2.1% of GDP), followed by the US and Germany (0.375% of GDP).
  • The US and Germany are not contributing as much as they have in past military-economic efforts. Furthermore, their contributions to Ukraine are less than their contributions to other emergencies.
  • Ukraine is in need of $3.5 billion per month. The US and Europe have committed to providing enough to cover that, but payments do not arrive in a steady or reliable fashion.
  • The gap between declared intentions and actual delivery of aid to Ukraine is vast. This raises questions of cynicism, incompetence, and a “reality gap”.
  • The course of the war in 2023 is highly uncertain. If Russia does not crumble, the “reality gap” may close in the direction of greater financial and military aid.
  • Chartbook Newsletter is free to readers around the world. It is sustained by voluntary subscriptions from paying supporters. Subscribe now to join the group of supporters.

Published February 25, 2023
Visit Chartbook to read Adam Tooze’s original post Chartbook #197: The Ukraine-Aid Reality Gap

Peter Zeihan – The Ukraine War: Operational Updates [Peter Zeihan, Zeihan on Geopolitics]

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  • Most important factor: Weather continues to be warm in Kiev, not cold enough to freeze the ground.
  • Ukraine’s challenge: Ukraine has fewer people than Russia and must inflict high casualty ratios to be victorious.
  • Russia’s perspective: This war is a battle for Russia’s survival, and they will not stop.
  • Ukrainian strategy: The only way for Ukraine to emerge victorious is to kill so many Russian soldiers that the Russian front collapses.
  • Russian tactics: Wagner group has been using convicts in human wave tactics, throwing wave after wave of humans at Ukraine until weather changes or logistics shifts.
  • Estimations: Minimum deaths in the war so far in the Russian side is 120,000 and estimates for Russian deaths in the battle specifically is somewhere between 10 and 40,000.
  • Upcoming months: Russians will move more troops into the front and with the second mobilization underway, they will be badly led, equipped, supplied, and trained.
  • Ukrainian strategy: Ukraine needs to free up the conflict into a war of movement, allowing tanks and artillery to do an offensive where Russians can’t resist or maneuver.

Published February 23, 2023
Visit YouTube to watch Peter Zeihan’s original vlog Peter Zeihan – The Ukraine War: Operational Updates

Peter Zeihan – Putin Announces Withdrawal From START Treaty [Peter Zeihan, Zeihan on Geopolitics]

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  • Russia has now formally withdrawn from the START Treaty – The START Treaty is the core of the entire disarmament and non-proliferation regime, and the basis for the entire American-Russian diplomatic relationship.
  • Putin has stated his intention to not back down from the war in Ukraine – Despite the fact that it is not allowed under international law, Putin has justified the war as being for “ancestral lands”.
  • The Western world is unified in their stance against Russia – The Munich Security Conference has shown a strong stance from the EU, with Ursula vandale and the EU’s foreign policy Chief both making strong statements.

Published February 22, 2023
Visit YouTube to watch Peter Zeihan’s original vlog Peter Zeihan – Putin Announces Withdrawal From START Treaty

Peter Zeihan – US Policy: Russia Gets Blacklisted [Peter Zeihan, Zeihan on Geopolitics]

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  • U.S President Joe Biden’s Trip to Kiev: President Biden made a trip to Kiev in the midst of an air raid, demonstrating a clear commitment to the Ukrainian cause.
  • Accusation of Crimes Against Humanity: Vice President Kamala Harris accused the Russian government of crimes against humanity, a term not used lightly.
  • Torture Camps: Over 70 torture camps have been identified, with many more in Russian-occupied territories.
  • Secretary of State Tony Blinken’s Announcement: Secretary of State Blinken announced that the Chinese are considering providing lethal aid and ammunition to the Russians.
  • Meltdown in Relations with China: Relations with China are reaching a meltdown, with the Chinese unable to make cohesive decisions and implement them across their system.
  • Strict American Sanctions: If the Chinese continue on this path, the U.S will enforce strict sanctions, including financial sanctions with sharply limited access to the US dollar.

Published February 21, 2023
Visit YouTube to watch Peter Zeihan’s original vlog Peter Zeihan – US Policy: Russia Gets Blacklisted

Peter Zeihan – The Wagner Group: Russia’s Flunkies [Peter Zeihan, Zeihan on Geopolitics]

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  • Wagner: A Russian paramilitary group controlled by a man named Pragueism and provides the Russian government with plausible deniability on military activities.
  • Ukraine War: Wagner has been involved in Battle of Bakfit with a minimum of 10,000 casualties and potentially up to 40,000.
  • Recruitment: Wagner recruits from former military officers and prisons, however with the Russian military expanding there is no longer a pool of skilled military recruits for Wagner to pull from.
  • Implications: The implications for the Ukraine war are limited, however elsewhere in the world the implications are significant as the Kremlin has been using Wagner to generate influence in Africa. If Wagner cannot maintain its current staffing levels, it is only a matter of time before one country decides that Wagner is more trouble than it’s worth.

Published February 20, 2023
Visit YouTube to watch Peter Zeihan’s original vlog Peter Zeihan – The Wagner Group: Russia’s Flunkies

Jamaica’s nuclear future [Matthew Yglesias, Slow Boring]

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  • Happy President’s Day! – This week is a holiday for D.C. Public Schools, so the family is spending it in Jamaica.
  • Jamaican Politics – Prime Minister Andrew Holness is pushing forward with plans to ditch the monarchy and become a republic.
  • Vacation Mailbag – Noah Smith wrote a post just before Christmas on Jamaica’s economic development, and the tl;dr is that Jamaica hasn’t managed to get on the manufacturing train to complement tourism.
  • Bauxite Mining – Jamaica doesn’t make aluminum because they don’t have enough electricity, and electricity prices in Jamaica are high.
  • Small Island Problems – Islands are vulnerable to climate change, have limited interregional power transmission, and are too small to support multiple competing oil refineries.
  • Renewables in the Caribbean – Renewables are pollution-free, but they take up a lot of land and the market is just not large enough to support them.
  • Energy Middle Income-ness – Jamaica needs the ability to consume much more energy. They have low motor vehicle per capita, air conditioning is rare, and they suffer from water insecurity.
  • In Search of a Can Opener – There is no magical solution to the energy scarcity problem, but it’s important to take all dimensions of the energy problem seriously.
  • Industry Higher Up the Value Chain: Developing countries need more energy to get richer and cope with climate change. This will enable them to access more cars and air conditioners, and improve their quality of life. Air conditioning can also help kids learn more in school and improve productivity in private industry.
  • In Search of a Can Opener: There is no magical solution to the energy scarcity problem, but it is important to take all dimensions of the problem seriously.
  • Nuclear Power: Advanced microreactor designs could be built and operated much more cheaply than traditional large light-water reactors. The existing American regulatory framework is poorly designed to give them a chance.
  • Jamaica Could Do the World a Favor: Jamaica has its own nuclear regulatory agency and Charlyne Smith, a Jamaican-born nuclear engineer. Striking a deal with one or several nuclear startups could be beneficial to Jamaica and the world.
  • U.S. Population Density: When discussing population density, it is best to discuss the contiguous U.S. including all 50 states. This does not actually change the population density much, but it eliminates Alaskan objections.

Published February 20, 2023
Visit Slow Boring to read Matthew Yglesias’s original post Jamaica’s nuclear future

Radio Atlantic: This Is Not Your Parents’ Cold War [Kevin Townsend, The Atlantic]

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  • Cold War Fears: During the Cold War, Western governments feared that a move by the Kremlin would lead to escalation – first to a world war and perhaps even to a nuclear conflict.
  • Russia Invades Ukraine: Russia’s invasion of Ukraine is nearly a year old and the Ukrainians are holding on, with Russia taking immense casualties and material losses.
  • Tom Nichols’ Advice: Tom Nichols, an expert on nuclear weapons and the Cold War, counsels Americans not to be obsessed with nuclear escalation, but to be aware of the possibilities for accidents and miscalculations.
  • Cuban Missile Crisis: The Cuban missile crisis in October 1962 was the first big crisis that Americans had to think about the existential threat of nuclear weapons.
  • 1983 – Year We Almost Didn’t Make It: 1983 was an incredibly tense year, with the relationship between the United States and the Soviet Union having completely broken down. It felt like war was inevitable.
  • Pop Culture Reflection: Nuclear weapons were soaked into our popular culture in the ’50s, ’60s, ’70s, and ’80s. Movies, music, and TV put this sense of threat into the minds of ordinary Americans.
  • Cold War Ends Quickly: Reagan and Gorbachev jointly declared in 1985 that a nuclear war can never be won and must never be fought, leading to a quick end to the Cold War.
  • The Cold War Ended Quickly – The Cold War ended quickly between 1983-1986, creating a false sense of security in later generations.
  • An Example of Nuclear Danger Post-Cold War – In 1995, Norway launched a scientific satellite on top of a missile, causing the Russian defense people to come to President Boris Yeltsin and suggest it may have been a NATO attack.
  • The Current Nuclear Situation – Currently, the United States and the Russian Federation each have about 1,500 nuclear weapons deployed and ready to go.
  • The Danger of Putin’s Regime – Putin’s mafia state is uniquely dangerous as he has convinced himself that he is some kind of great world historical figure who is going to reestablish this Christian Slavic empire.
  • Russia’s Conventional Weakness – Russia is now the weaker conventional power and is now the one saying, “If things go really badly for us and we’re losing, we reserve the right to use nuclear weapons”.
  • The Front Line of the Fight for Civilization – The front line of the fight for civilization is in Ukraine, and it’s imperative that Americans think about this problem and support Ukraine in this fight.
  • The Right Way To Think About This – The right way to think about this is to be engaged and aware, but not to be panicked or become consumed by fear as it is bad for democracy’s ability to make decisions.

Published February 17, 2023
Visit The Atlantic to read Kevin Townsend’s original post Radio Atlantic: This Is Not Your Parents’ Cold War

China must stop its coal industry [Noah Smith, Noahpinion]

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  • China is the world’s chief emitter of carbon dioxide, dwarfing the U.S.
  • China is rapidly transitioning to renewables, building more solar in one year than all the solar installed in the U.S.
  • China is still the world’s coal superpower and coal consumption is expected to continue increasing for at least 3 years
  • The coal industry is politically very powerful in China, with coal companies, provincial governments, and industry workers all relying on it for income and jobs
  • The U.S. may be able to help China transition away from coal by making solar cheaper, cutting a deal to reduce oil use, or by imposing carbon tariffs
  • Leaving coal in the ground provides a form of insurance against future collapses of civilization

Published February 17, 2023
Visit Noahpinion to read Noah Smith’s original post China must stop its coal industry

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