One theme of this blog, for the last four years or so, has been the end of the unilateral, American, order.
Let’s review:
The US & NATO poured support into Ukraine, and the Ukrainians are losing the war. This is clear now, and anyone denying it is either lying, stupid or a complete captive of propaganda.
The West can’t produce enough weapons or ammo. There have been massive drawdowns of stocks and production is not enough to replace it, nor is production ramping up either enough, or quickly enough, to deal with the issue.
Russia, however, was able to ramp up weapons and ammunition production fast. At the start of the war, and for far too long afterwards there were cries that the Russians would run out of missiles, shells and so on. No such thing. Their allies came thru, plus they massively increased their production.
China’s ahead in most scientific fields and has the larger industrial base. Ever since the industrial revolution, the most powerful countries have been those with the most production capacity, which is not the same thing as GDP or Economy.
China and Russia are closer together than ever. With China as Russia’s ally, sanctions can’t work. With Russia as China’s ally, China has a guaranteed, land-based supply of food and resources.
China’s ship construction capacity is more than the entire West’s, including Japan and South Korea. America doesn’t even figure in, they have almost no ability to build ships, the ships they build often aren’t combat-worthy, and they take two or three times longer to build and are far more expensive.
BRICS continues to expand, the percentage of trade conducted in US dollars continues to decline and BRICS is prioritizing a payment system which bypasses the West. Bottom line, the West now produces less than it needs from other nations, but dollar privilege has allowed us to get away with it. This era is passing.
Much of the third world would rather do business with China or even Russia. Multiple African nations have kicked the US and France out. China offers cheaper goods, cheaper infrastructure and loans are usually cheaper. Plus outside of Asia they mostly don’t interfere in other nations politics. Russian mercs are brutal, but they are preferable to Western garrisons, which are ineffective at putting down unrest and dangerous to their hosts.
China doesn’t want to use US goods in their supply chain. They’ll sell us stuff, sure, why not—till a war starts at which point our entire economy will seize up. But the Huawei and chip sanctions taught them that relying on US goods was a knife at their throat, and Chinese companies have spent the six years doing everything they can to reduce and end that vulnerability.
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Concluding Remarks
None of this was particularly necessary, but we made a series of decisions which lead here. We constantly aggravated Russia. They wanted to be Western, to join NATO and maybe even the EU eventually, but we treated them as enemies. With them as allies, China would be in a far weaker position.
We deliberately sent China our industry, thinking it didn’t matter where it was and that we (or rather our elites) would make more money that way.
We abused the payments system and dollar privilege thru incessant sanctions warfare, then made a grab for Russia overseas reserves. Everyone’s scared.
Where we still had technological superiority, we tried to use it as an economic weapon. That has backfired badly, but everyone worries it will be used against them.
No one except a few core allies trusts the US (and they shouldn’t, either). No one except the Anglosphere, South Korea, Japan, Taiwan and the Europeans enjoyed the era of US or, for that matter, Western supremacy, and they’ll be happy to see it go.
As the saying goes, you see the same people on the way down as you did on your way up. We brutalized a lot of people over the last five centuries. Don’t be surprised if they get a few kicks in on our way down.