Supply Chains - Globalization, Hegemonic Competition

2021 Why There are Now So Many Shortages (It's Not COVID) - Wendover > .

> Chip War >>

24-2-12 Bleeding Edge of Semiconductors: Tale of 3 Companies || Peter Zeihan > .

23-12-2 Huawei: [Subsidized Weapon in Chip War versus USA] - Update > . 

> Decoupling >>

24-3-21 Elisabeth Braw: Globalization Failing; R-U ⇒ Unpredictable | Silicon > .

24-3-20 What a Deglobalized Economy Will Look Like - M&M > .

23-10-25 US & [I-P-CW] vs Xina: Preparations to Fight War - Real > .

23-10-18 US-Xina Tech Competition | Update > .  

23-10-17 Xina's Intellectual Property Theft | Five Eyes Leaders - Hoover > .

23-9-28 Race for semiconductor supremacy | FT > .

23-9-16 Cost of Wall Street-Xina breakup after 40-years - Lei > .

23-8-7 Xina's Reliance On Western Innovation | John Lee > .

23-7-25 Silicon Triangle | USA, Taiwan, Xina: Semiconductors - Hoover > . full > .

23-5-26 War for Computing Power Is In Full Swing - gtbt > .

22-10-12 Biden Bans Xina's Access to Advanced Semiconductors | Zeihan - now > .

22-8-4 Situation Zoom: Pelosi Visits Taiwan | Goodfellows - Hoover > .
22-1-21 Global Supply Chains in a De-globalised World | Peter Zeihan - CWO > .

22-1 How a Deglobalized World Works, Full Webinar | Peter Zeihan - tco > .

Why Are Modern Supply Chains So Needlessly Complex? - EcEx > . skip ad > .

2021 The Fragility of Global Supply Chains | Ross Kennedy - geopop > .

2021 How Ocean Shipping Works (And Why It's Broken) - Wendover > .

2021 Tesla's New Cost-Efficient Batteries > .

2021 Uncovering China's Battery "Breakthrough" - Ziroth > .

Taiwan Strait Crisis 1954-1958 - Cold War 1 > .

22-2-15 China’s Taiwan Invasion? | Peter Zeihan @ Fort Benning Q & A > .

22-1-14 Tensions ⇔ Beijing ⇧ US-T trade, local Taiwanese languages. | Digging > .

21-12-28 Why China Wants to Annex Taiwan | What Could Go Wrong - gtbt > .

2021 Predictable Chinese Behavior Towards Taiwan - Digging > .

2021 Taiwanese armed forces: Up to the task? - Binkov > .

2021 Taiwan vs. China - The rocky road to democracy | DW Doc > .

2021 Could Taiwan Stop a Chinese Invasion - CoCa > .

2020 Can China Take Taiwan - CoCa > .

> I-P Coalition of the Willing >>

23-7-31 Ċold Ŵar 2: Biden placing spies & jets in Australia to deter Xina | Tim Cross > .

U.S. Alliances in the Western Pacific Archipelago | George Friedman > .

Oil Conflicts

24-1-26 Why Venezuela wants to annex Guyana - Caspian > .

23-12-26 Oil Wars and the Venezuela-Guyana Crisis - Spaniel > .

> PLA >>  

> Shipping >>  > Trade, Chokepoints >>

24-7-2 Hurricane Beryl Scatters Shipping | Supply Chain Impact? | Shipping > .

24-2-25 Impact on Global Trade: Disruptions in Red Sea, Black Sea, Panama Canal > . 

24-2-18 Gallagher's Call for US Sealift Capacity Expansion vs Xina - Shipping > .

...

Resources - Competition, Exploitation - Guy >> .

Geoeconomics & Geostrategy - Chokepoints, Supply Chains - Compass >> .

Chokepoints - Resource Logistics - BePr >> .

Chokepoints - Tzu >> .

Shock and Ore - OpS >> . 

Resource Economics - Weighs >> .

Global Trade - Tense >> .

Supply-Chain Problems - CoRo >> .

Globalization & Fragile Supply Chains - Weighs >> .

Infrastructure - Means >> .

Phishing 'n Chips - Tense >> .

Tech Competition - Tense >> .

R&D&M Wars - Tense >> .

Taiwan - Between a ROC and an autocratic place - Tense >> .

New Cold War - Tense >> .

2020+ COVID Economic Shock - Weighs >> .

Energy as Currency ..

EWW - Economic Warfare ➾ West ..

Globalization ⇔ Decoupling ..

Swappable Batteries - EV Recharging ..

Trade Routes - Silk Road to Globalization ..

⧫ Taiwan ⇔ China ..

ROC Armed Forces ..

Taiwan ..