The end of the world is just beginning for shipping
I’ve been following Zeihan since his first book. I’m yet to find a credible counter argument to his theses. And he’s being proven right at an alarming pace this year.So far this year we’ve had:- A land war in Europe- Food insecurity in the developing world- Breakdown of supply chains and shipping routes- Nation states resorting to seizing each other’s ships (see Greece-Iran issue recently).Everything that he had talked about in the past and in his latest book.The thing about Zeihan’s arguments is that you can’t really argue against demographics. You can procure any resource from any part of the world, but if you want an 18 year old to consume or work or fight, you HAVE to wait 18 years. Or import them from elsewhere - which causes all sorts of cultural and societal conflicts.