Geopolitics Archives - Page 3 of 7

February 6, 2023

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• The article discusses the legacy of the Soviet Union’s victory in the Second World War, and how it is shared by both Russia and Ukraine.
• It recounts the story of three Ukrainian veterans of the Soviet war in Afghanistan who presented the author with a lapel pin from the Union of Veterans of Afghanistan.
• It references the work of Vasily Grossman, a Ukrainian Soviet Jew, and his 1942 book, *The People Immortal*, which chronicles the Red Army’s retreat through Ukraine in the months after the German invasion on June 22, 1941.
• It compares the Nazi military machine to the Russian-invasion force in Ukraine, and discusses the societal sterility associated with fascism in Russia today.
• It draws parallels between the Ukrainian President Volodymyr Zelensky and Grossman, both of whom understand the importance of narrative in war.
• It concludes by suggesting that the title of Grossman’s book, *The People Immortal*, is a reference to the people of Ukraine and Russia, whose blood has been mixed together in life and death.

Published February 6, 2023
Visit The Atlantic to read Elliot Ackerman’s original post The Two Stalingrads

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Peter Zeihan – The Solar Power Problem(s) [Peter Zeihan, Zeihan on Geopolitics]

By William McClain

In Peter Zeihan [Zeihan on Geopolitics], Politics

February 6, 2023

286 views

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• Solar intensity around the world varies drastically, making it difficult to use solar to generate meaningful amounts of electricity and reduce carbon footprints.
• Denver, Colorado is one of the best places in the world for solar due to its sunny climate, clear skies, and lack of heavy air pollution.
• Current solar technology is not efficient enough to make solar feasible in many places, especially densely populated cities.
• To make solar viable, more efficient solar panels must be developed, transmission lines must be built, and high velocity capital must be available to finance solar projects.

Published February 6, 2023
Visit YouTube to read Peter Zeihan’s original vlog Peter Zeihan – The Solar Power Problem(s)

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February 4, 2023 [Heather Cox Richardson, Letters from an American]

By Spencer Chen

In Heather Cox Richardson [Letters from an American]

February 5, 2023

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• A U.S. Air Force F-22 fighter jet fired a missile to shoot down a Chinese spy balloon 6 miles off the South Carolina coast.
• The balloon had been flying above the U.S. for the last four days and was the size of three buses and weighed more than 1,000 pounds.
• U.S. defense officials took steps to protect against the balloon’s collection of sensitive information and the Navy will recover the equipment from the shallow waters where it fell.
• It is believed that the balloon was trying to gather intelligence information and the incident has been used by Republicans to score political points.
• Secretary of State Antony Blinken canceled his planned visit to Beijing over the incident and it has offered Biden’s opponents an opportunity to say he is not countering China strongly enough.

Published February 5, 2023
Visit Letters from an American to read Heather Cox Richardson’s original post February 4, 2023

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You are now living through Cold War 2 [Noah Smith, Noahpinion]

By Spencer Chen

In Noah Smith [Noahpinion]

February 4, 2023

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• The Spy Balloon of 2023 is a sign that Cold War 2 is already here, and tensions between the U.S. and China are escalating.
• Calls for a return to the engagement strategy of the 1980s-2010s are coming from China and the U.S., but they are unlikely to be successful.
• The events of 2019-22, including the Hong Kong protests and China’s repression of the Uyghurs, will not be forgotten.
• China’s recent overtures have not been matched by more peaceful actions on the ground, and U.S. intelligence officials allege that China is preparing for action against Taiwan.
• China’s neighbors are forming balancing coalitions and seeking increased military cooperation with the U.S.
• The trend may be away from Chimerica, but there will still be plenty of trade between the two countries unless and until a major war breaks out.

Published February 4, 2023
Visit Noahpinion to read Noah Smith’s original post You are now living through Cold War 2

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Material Processing: The Redheaded Stepchild [Peter Zeihan, Zeihan on Geopolitics]

By William McClain

In Peter Zeihan [Zeihan on Geopolitics], Politics

February 3, 2023

273 views

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• Processing is an energy–intensive process which is usually done in multiple steps and in different facilities.
• China is the largest producer of raw and finished steel due to subsidies and low–interest loans.
• There are already plenty of social and technological anti-bot filters, and fear of backlash will limit adoption.
• Russia imports raw materials, uses their cheap power and coal to process and exports the value–added materials.
• The world is facing a crisis due to the economic, demographic and security issues in China and Russia.
• We need to prepare for a system where materials from these two countries face a significant decrease in production.
• It suggests that chatbots could be used to trick people into believing they are talking to a real person.
• February 17th webinar explores the economic implications of the Ukraine war and Russian minerals processing.

Published February 3, 2023
Visit YouTube to watch Peter Zeihan’s original vlog Material Processing: The Redheaded Stepchild

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Deglobalization: There’s No Stopping It Now [Peter Zeihan, Zeihan on Geopolitics]

By William McClain

In Peter Zeihan [Zeihan on Geopolitics], Politics

February 2, 2023

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• Globalization for the US was never about economics or trade, but about security, as demonstrated by Cold War foreign policy.
• The US benefited from globalization due to its large economy, but now the rest of the world has a combined economy that is 3-4x larger making indirect economic subsidization untenable.
• US politics has shifted with the changing demographics, economics, and security, diminishing support for globalization.
• Demographic shifts (urbanization, industrialization, Baby Boomers) have resulted in a global population running out of people 40 and under, eliminating the ability to sustain the globalized system through trade.
• The Biden Administration is far more anti-globalization than the Trump Administration, meaning it would take at least 6 years for the US to re-enter the globalized system, by which point China will likely be gone.

Published February 2, 2023
Visit Youtube to watch Peter Zeihan’s original vlog Deglobalization: There’s No Stopping It Now

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China’s Competitive Edge: Solar Exports [Peter Zeihan, Zeihan on Geopolitics]

By William McClain

In Peter Zeihan [Zeihan on Geopolitics], Politics

February 1, 2023

280 views

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• The Chinese government is considering putting export bans on certain types of solar panel manufacturing, specifically the ability to make the wafers and ingots that go into certain types of silicon panels.
• This potential ban could be a retaliation to recent actions taken by the United States.
• China has a history of dominating the manufacturing of technology, but not its innovation.
• The United States is mandating that a rising percentage of solar panels have to be manufactured in the United States, and the Chinese edge in the technology could be lost.
• The United States is unlikely to pursue industrial espionage, but South Korea, France, and Israel are the three countries most likely to do so.
• The Biden Administration is likely to either pursue technology transfer against the home country, or have South Korea steal the technology and negotiate with the United States.
• Solar panels are becoming more efficient and the political will to play hardball with China is present, so the Chinese leadership in the sector may be numbered.

Published February 1, 2023
Visit YouTube to watch Peter Zeihan’s original vlog China’s Competitive Edge: Solar Exports

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Semiconductors: China’s the Odd Man Out [Peter Zeihan, Zeihan on Geopolitics]

By William McClain

In Peter Zeihan [Zeihan on Geopolitics], Politics

January 31, 2023

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• The US, Dutch and Japanese have joined the American sanctions package against China for high end semiconductors, creating an international ecosystem of production.
• The nature of the semiconductor industry requires multiple steps of production that must all be done in the same place, making it difficult to replace missing countries.
• The Dutch need a strong ally to avoid getting dragged into continental affairs and the US is the best option for them.
• The Japanese are co–mingled with the US through trade deals and are the only country to have struck deals with both the Trump and Biden administrations.
• Korea is the only country left to join the sanctions, but they are in a difficult spot with their neighbors.
• The Chinese are now out of the game for mid to high end chips, leaving the globalized system of trade for these chips in its final years.

Published January 31, 2023
Visit YouTube to watch Peter Zeihan’s original vlog Semiconductors: China’s the Odd Man Out

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Is the AI Revolution Here? [Peter Zeihan, Zeihan on Geopolitics]

By William McClain

In Peter Zeihan [Zeihan on Geopolitics], Politics

January 30, 2023

8,640 views

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• AI is changing the way we work and live, but it is not necessarily creating or destroying jobs.
• The impact of AI will be felt in mid–level white collar jobs, not in low–skilled blue–collar jobs.
• Over the past five years, the greatest increase in take–home pay has been for low–skilled blue–collar workers, helping to narrow economic inequality.
• Retiring Baby Boomers are liquidating investments and going into low–risk investments, which does not fund startups or larger tech companies.
• There is also a global shortage of 20–30 year olds to do research and development of these technologies.
• We are still far from a breakthrough in General AI, which is necessary for machines to be able to think and act independently.
• Applied AI is more like machine programming, which is limited in its scope.
• Universal Basic Income is not the answer, as productivity has stalled and labor shortages mean more people are in work than ever before.
• AI is real and will change how we work and live, but the impact is likely to be different than expected.

You can watch the full Is the AI Revolution Here? on YouTube – Published January 30, 2023

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Demographics Part 6: The Orthodox Predicament [Peter Zeihan, Zeihan on Geopolitics]

By William McClain

In Peter Zeihan [Zeihan on Geopolitics], Politics

January 26, 2023

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Orthodox Christian world is a huge swath of territory stretching from Russia to Belarus, Ukraine, Moldova, Bulgaria, Romania, and Serbia
These countries have experienced broad-scale economic dislocation, resulting in high levels of out migration
Primary method of birth control in the region is abortion, leading to low birth rates, a low death rate, and high infertility rates
The Russians have suffered from stacked geopolitical disasters and have the smallest generation ever
In Ukraine, the population is already dissolving, with the Ukrainian ethnicity likely to vanish within 20-30 years
Russian ethnicity is likely to follow suit – Population decline in the Orthodox Christian world has the greatest economic impact in Northeast Asia

You can watch the full Demographics Part 6: The Orthodox Predicament on YouTube – Published January 26, 2023

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TagGeopolitics

The Two Stalingrads [Elliot Ackerman, The Atlantic]

Peter Zeihan – The Solar Power Problem(s) [Peter Zeihan, Zeihan on Geopolitics]

February 4, 2023 [Heather Cox Richardson, Letters from an American]

You are now living through Cold War 2 [Noah Smith, Noahpinion]

Material Processing: The Redheaded Stepchild [Peter Zeihan, Zeihan on Geopolitics]

Deglobalization: There’s No Stopping It Now [Peter Zeihan, Zeihan on Geopolitics]

China’s Competitive Edge: Solar Exports [Peter Zeihan, Zeihan on Geopolitics]

Semiconductors: China’s the Odd Man Out [Peter Zeihan, Zeihan on Geopolitics]

Is the AI Revolution Here? [Peter Zeihan, Zeihan on Geopolitics]

Demographics Part 6: The Orthodox Predicament [Peter Zeihan, Zeihan on Geopolitics]

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