So I watched basically every bit of video that includes Zeihan and I have never once been able to actually confirm the stats he says. That paired with how convenient it is that as the world is going into turmoil we have an academic-ish person taking a bold pro-american stance I am very wary of trusting/promoting him.
If you want to take away that global supply chains are fully breaking down and that demographic trends are going to lead to labour shortages I do think that is pretty unassailable.
But he also says that the Chinese navy is only a coastal force and can't power project into the Indian Ocean to protect its trade routes, which is utterly wrong. Or the bit where he says about only ~10% of German electricity comes from wind + solar (while claiming they built out wind + solar to a theoretical 200% of daily capacity, and it's mostly just idle). It's actually 33% which is too wide of a miss for me to trust any numbers he states.
If you want to take away that global supply chains are fully breaking down and that demographic trends are going to lead to labour shortages I do think that is pretty unassailable.
But he also says that the Chinese navy is only a coastal force and can't power project into the Indian Ocean to protect its trade routes, which is utterly wrong. Or the bit where he says about only ~10% of German electricity comes from wind + solar (while claiming they built out wind + solar to a theoretical 200% of daily capacity, and it's mostly just idle). It's actually 33% which is too wide of a miss for me to trust any numbers he states.