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> US Navy can blockade China's food imports and petroleum

It's such an unrealistic comment. Have you seen the new Navy report in Congress? Have you seen the yearly Congress report about Chinese rocket capabilities from the last few months? Have you seen the results of the war games in the South China Sea, most of which were lost by the US?

"US Congressmen: 90% of US fighter jets in the Western Pacific will be destroyed within hours of a US-China conflicts by missiles. The military bases being mentioned are those in Japan, S Korea, Guam and Northern Marianas." [1]

> to say nothing of demographic bombs, the real estate / regional debt crisis, and the inevitable sanctions from a Taiwan invasion.

They are heavily investing in Sub-Saharan Africa because, based on IMF data, it will be the only region in the next few decades experiencing significant population growth. This region is their own 'China.' With increasing automation and a cheap workforce, demographics are not a significant problem. They just poured 53 billion USD into the real estate crisis. To receive sanctions for a Taiwan invasion, first, you need to invade it, and it's not in the short-term interests of either China or Taiwan.

> Don't worry about the shipbuilding. China doesn't have carriers. They don't have a navy that can leave shore more than a hundred miles or so.

Don't worry? If they destroy a US ship, it will take 5-10 years to rebuild it, whereas they will rebuild theirs in a year. This is also mentioned in reports.

Your entire comment is wishful thinking. China is not collapsing, and the data confirms that. [2][3]

1. https://x.com/Ignis_Rex/status/1791035870210085350

2. https://www.foreignaffairs.com/united-states/china-still-ris...

3. https://x.com/davidpgoldman/status/1792215020941565983




The problem with centralizing power in one person for too long, they get strange ideas about what's in their nation's interest.


1) you can't trust most of China's numbers. They are in full only-show-numbers-that-please-dear-leader mode. The tarriff war that is brewing between the US and China is about China doing some last-gasp production dumping before economic collapse, although that argument could admittedly be dressing up numbers that don't support their arguments of the pro-collapse geopoliticists.

2) China's rattling on Taiwan is very similar to the demographic motivations of Russia's invasion of Ukraine: both are suffering huge demographic collapses soon, so this is the last generation that the country can use for an offensive war. Yes, it is utterly stupid to take a demographic problem of a shrinking younger generations and KILL THOSE PEOPLE IN A WAR to exacerbate the problem, but strongmen just concern themselves with keeping their positions, not how the nation as a whole thrives.

3) Sub Saharan Africa? Like, that is 5,000 to 6,000 miles away? And an area that will become increasingly utterly uninhabitable due to global warming. The Belt and Road is a complete failure, again, because the infrastructure was poor and the payoff isn't there. The countries are just going to walk away from China, and instead of paying them back or restructuring (China won't restructure), they'll join a Western bloc against the Chinese.

Belt and road, for the reasons described about the complete inability to defend multi-thousand-mile infrastructure lines like pipelines and rail, is an impossibility to work in Asia. Even if the political and security challenges are solved (which requires a nice intercooperation and low-war world, which we are NOT headed for right now), it isn't even remotely economically viable.

4) Ultimately war games are meant to be lost. Because that drives the exigent threats to American hegemony that drive the near-trillion-dollar defense and intelligence budgets politically. Yes you don't want to underestimate the enemy, but look at what is going on with the Russian army under decades of totalitarian corruption and incompetence. China is headed down that path, but doesn't want to stop at a neo-western society like Russia has, they want full on North Korean dear leader control.

5) The fact of the matter is that China imports its oil through the Malaysian Staits/Straits of Malacca. Go look at the map. No matter how much shipbuilding China has, no matter how many cruise missiles, they won't get oil through there if the West decides to impose sanctions.

6) Finally, there's India. India of course hates China as well, and India is modernizing its military under Modi and it alone would jump at the chance to choke China in the Indian Ocean.

China is not collapsing overnight. It is not economic armageddon, these things are always slow slides. I mean, in theory it could because mass starvation at the hands of the communist party is in China's 20th century history, and it is actively occurring in North Korea.

The point is that the old world political economic order, and by order I mean stability and structure, not the illuminati evil control council "order", is over. Russia invading Ukraine, COVID disrupting supply chains, and China becoming aggressive and authoritarian ended that. That era, a solid 75 years between bipolar Cold War stability and unipolar post-Cold War is OVER.

Every five years that go by in China will decrease their military effectiveness by a substantial degree, because of authoritarian degradation in chain of command and corruption, because of demographic reductions and disruption.


1. It's not entirely accurate to dismiss all Chinese economic data outright. While there is a consensus that some data might be manipulated, international agencies like the IMF and World Bank, and multinational corporations operating in China, rely on a combination of official data and independent assessments to guide investment and policy decisions. Moreover, the idea of a "last-gasp production dumping" ahead of an economic collapse seems exaggerated when considering China’s consistent economic growth and its strategic long-term planning evident in initiatives like Made in China 2025. Have you read article I linked in Foreign Affairs?

2. I don't buy this argument, they only keep their positions because of the economy growth currently in China.

3. The claim that BRI is a failure and that Sub-Saharan Africa will become uninhabitable and thus, unimportant, overlooks the long-term investments and geopolitical influence China is garnering through these initiatives. The BRI has indeed faced challenges, but it has also led to significant infrastructure developments in participating countries. These nations may face debt issues, yet many continue to engage with the initiative because of the substantial economic benefits and the lack of alternative funding sources for infrastructure.

4. You haven't addressed the Congressional reports, which show that a US vs. China military conflict, including a blockade, does not have an obvious winner.

5. The vulnerability of China's oil imports through the Strait of Malacca is a well recognized strategic concern, often referred to as the "Malacca Dilemma". China has been actively working to mitigate this risk through various strategies, including the development of the China-Pakistan Economic Corridor (CPEC), building pipelines through Myanmar, and increasing domestic energy production and diversification of energy sources. While a blockade of the Straits of Malacca would be significant, it is not an insurmountable obstacle given these mitigating measures.

6. While India might oppose certain Chinese actions, an outright confrontation is not a foregone conclusion given the potential economic and political costs. They do not want to escalate, which you can see based on agreement to use only sticks in border clashes.

> The point is that the old world political economic order, and by order I mean stability and structure, not the illuminati evil control council "order", is over. Russia invading Ukraine, COVID disrupting supply chains, and China becoming aggressive and authoritarian ended that. That era, a solid 75 years between bipolar Cold War stability and unipolar post-Cold War is OVER.

Fully agree.

> Every five years that go by in China will decrease their military effectiveness by a substantial degree, because of authoritarian degradation in chain of command and corruption, because of demographic reductions and disruption.

I'm not as optimistic as you are.


I haven't read the congressional reports. I am handwaving them away, but mostly because while China can be formidable in regional defense, they simply don't have power projection military technologies yet.

I don't remember the actual numbers, but Japan is heavily increasing its defense budget. This is significant because historically, unlike China/India, if Japan invests in its military, it produces a good military. Japan + India with funded modern militaries is a very legitimate counter to China. In particular India is a sleeping tiger that should be far more influential and productive.

India we won't give our top weapons. Japan we very likely will.

Energy diversity helps in many respects, China can mitigate domestic needs with EVs, solar, and wind, and I guess coal if they want to burn money.

But war and food need petroleum. Pipelines and rail are extremely vulnerable, a single raid can shut them down for weeks or months, they have fixed, limited capacity. If we were talking a 50 million population country, sure. But it's a goddamn billion+ frikking people, and not enough productive land to feed them.

India is a billion plus people, so if it wants to militarize, corruption and internecine ethnic relations be damned, they'll probably have one capabable of worrying China.

Everyone is arming up. NATO nations are reconstructing their military industrial complex in anticipation of Russia beating Ukraine.

I guess fundamentally I see China as a nation that is critically dependent on open maritime trade, and that world is basically over, partially of their own creation. The "Dear Leader" phenomenon is particularly troubling, particularly because Xi sets the stage in 10-15 years for a bloody succession and equally or more autocratic leader that assumes the strings of control.

Most "Dear Leader" countries start from a point of stagnation and then limp along under the repression. China is different, it went through a massive economic expansion due to free trade and relative free will, but now it will sharply regress. If it wasn't so dangerous, it would be fascinating to see what happens.

The Naval War College prof points out that historically continental powers overextend, and then collapse when their central government fails. China has done this something like 5 or 10 times in its long history. Both Russia and China seem to be in the overextension phase. She contrasts to maritime powers like the UK and US that don't need buffer states, and thrive with world trade, while the buffer state syndrome of continental empires inevitably leads to an autocratic paranoid country or corruption/decay.

Anyway, what do I know.




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