Ian Welsh

The horizon is not so far as we can see, but as far as we can imagine

Category: Age of War and Revolution Page 9 of 22

The Sun Sets Slowly—Then Quickly

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On January 14, 2024

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And there are moments when you realize it is setting:

The people of the mountain have checkmated the people of the sea. As commenter VietnamVet wrote:

The Five-eyes Oceanic Empire is dying before our eyes. UK, Canada, Australia, and the USA (let alone New Zealand) simply do not have armament or manpower to occupy Yemen to push the Houthi back far enough from the Gate of Grief at the mouth of the Red Sea to reopen the Suez Canal to western shipping. A global logistic choke point has closed. The second, the Panama Canal, is limiting ships due to the drought.

The American and UK navies both have manpower shortages. When the aircraft Carrier Gerald Ford left the region, it was already vastly undermanned:

In the face of a massive shortage of Navy sailors, America’s newest aircraft carrier, the USS Gerald R. Ford (CVN-78), has downsized, cutting the crew aboard by hundreds of sailors.

The cuts appear to be deep and dramatic. Over the past six months to a year, some 500 to 600 sailors have left the USS Ford and not been replaced. In fact, the USS Ford has shed so many crew members that the ship’s company (core crew members that operate the vessel) is now below the Ford-class Carrier Program’s original Acquisition Program Baseline objective of 2,391 billets—a goal set back in 2004 that many observers considered unrealistic.

On top of this, ships can only store so many missiles. Every missile salvo reduces the amount of time before they have to return to base. America and Britain have been sending vast numbers of missiles to Israel and Ukraine and western manufacturing capacity is vastly below what is needed to refill stocks.

Meanwhile the Yemenis live in a mountainous country and their missiles are all mobile. It is impossible to take them out just with naval power: boots on the ground are necessary: a full invasion and occupation, in fact and that just isn’t happening: the US might be able to do it by going all out, but it would have nothing left for anywhere else.

So fundamentally, the US can’t invade and it can’t stop the Yemenis from shooting missiles. It might be able to bomb a lot, but that won’t stop the Yemenis: the endured one of the longest and most brutal bombing campaigns of the last hundred years just recently.

The US — the West, doesn’t have deterrence. We can’t do anything to the Ansar Allah which will make them back down and we don’t have the ability stop them by main force.

Trying to stop them by main force has made the situation worse: now even more vessels can’t enter the Red Sea—commercial cargo lines are not going to chance being shot up.

America is a naval empire. It, like the old British empire, rests on being able to keep the shipping lines open and on using naval power (and air power) to hurt nations while those nations can’t fight back. In the 19th century the Brits would park ironclads off the coast and just pound cities, and there was nothing those cities could do in return.

This is, then, one of the key moments in the end of Western hegemony. The point at which we no longer have deterrence; at which we can no longer “big foot” other nations.

The end of Western dominance is close, very close. I can taste it, like a hint of salt on a sea breeze. The Chinese are only behind in a few technological areas. Once other nations can get everything they need from China/Russia and other lesser nations they will be free to throw off the Western order, because the new and improved missiles make “stand off and bomb” far less effective than it used to be.

They don’t have to be scared of us, and soon they won’t need us.

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The Anti-China Chip Jeremiad Is The Stupidest Policy Imaginable

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On January 4, 2024

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So, if at first, or second, or third, or tenth you don’t succeed, try try again. The Netherlands, under heavy pressure, has canceled already approved sales of ASML lithography machines to China.

The leadership of ASML had resisted these sanctions because they said it wouldn’t work: what would happen is that China would learn how to make the machines themselves.

What he didn’t say, but it is true, is that ASML would not just lose the Chinese market, they would eventually lose the world market anywhere that didn’t put high tariffs on China or ban Chinese ASML machines, because when China learns how to make their own they will inevitably be cheaper, and the quality will catch up at some point.

Sanctions work on weak nations. They do not work on strong nations, or on nations which have strong friends. Russia sanctions might have worked if China and India and most of the South had gone along, but since China was never going to let Russia be destroyed, and since Russia produces all the fuel and food and most of the minerals it needs, plus still has a fair bit of advanced and heavy industry, especially arms manufacturing, it was never going to happen.

Sanctions against China are insanity. All they do is accelerate local production.

The thing is that before the sanctions most Chinese majors preferred US or South Korean designed chips. They were considered better and more reliable. Executives would not buy Chinese chips, even when they were available.

But when the US first launched its chip sanctions they were clearly trying to take out Huawei, one of China’s largest companies.

Being reliant on western chips went from the safe choice to the insanely risky choice and China, both private and public, spent vast sums and made huge efforts to build their own chip industry (including lithography machines are alternatives.)

There was a small window to turn this around when Biden was elected, but he doubled down on sanctions.

This needs, I think, some unpacking.

I don’t like to reach for arguments are about racism, but there’s a weird assumption in the Western ruling class that the West is just superior to everyone else: that our technological lead was somehow innate and inevitable and eternal.

Given that China had the tech lead over the entire world for a couple thousand years (or may 1,500 before which it was India or Ancient Greece and before that it was always Mesopotamia or Egypt) this seems strange. Europe took the tech lead for complicated reasons, both China screwing up and European events which were historically contingent and mostly not planned.

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A full discussion is beyond the scope of this article (and fills many many books) but “Why Europe and not China” is its own genre.

But nobody with any sense thought it was because Europeans or those of European descent are innately superior to Chinese.

I’m a broken record on this, but where the industrial base goes, the tech lead goes, at least in the industrial era. Pre-industrial it’s a bit more complicated, but it’s not an awful guideline, the exceptions tend to be transient, but they do exist (the ancient Greeks were insanely advanced) and they tend to occur where there are is a group of constantly competing small nations, which is the over-simplified explanation for European pre-industrial revolution technological advancement and also explains the massive leaps China took during warring states periods.

But if you don’t have a forced competition between near equals who know they can’t sit still or a genuine breakthrough (the industrial revolution) or both, then the more normal processes mean that where the industrial base is, so goes the tech.

Now, sanctions against China would make sense IF and only IF, you were going to take advantage of them immediately. In other words, go to war or make really radical changes to try and re-industrialized.

How radical? Well, my estimate is that if the US wants to re-industrialize it needs to drop housing and rental prices by about two-thirds, and forbid all excess profits on any product which isn’t new, say less than ten years old (and a new model is not new. Smarthone producers should have been allowed to gouge on smartphone prices for ten years after the first iPhone, for example.) No food gouging, no pharma-price gouging on medicines decades old, and so on.

The US (and Europe) need a crash, not in living standards, but in price structures. That means the people at the top need to become a lot less rich, very very fast. Social welfare isn’t a problem, actually, letting ordinary people have a backup so they can take risks and start new companies is a good thing, and so is forcing companies to really compete for employees. Tech advancement and economic growth was far better in periods with when the US had more generous welfare systems.

Obviously these policies are extremely radical, and equally obviously, America isn’t going to pursue them, so anti-China sanctions are basically pointless and actually accelerate their tech progress.

China now has the lead in more techs than not. That’s not going to change: it’s going to get worse. When the US sent its industrial base to China that became inevitable because all “end of history” bullshit was, in fact, bullshit. Capitalism doesn’t require representative democracy and neither does fast technological progress. (It doesn’t need capitalism, per se, either, but that’s the only solution we know and it was necessary for China to do capitalism to get the industrial base transfer. Also, again, another book sized topic.)

Anyway, again, anti-China or Russia sanctions increase the speed with which they catch up in tech, not decrease it. The Russia sanctions could have been justified if they let Ukraine win, but obviously they didn’t, and it should have been obvious at the time they wouldn’t because of China’s very good reason for not allowing them to work.

Our leaders, still only good at making themselves richer, worthless for all other purposes. And, in the end, the policies they pursued to make themselves rich will just turn them into the people running shithole countries which don’t much matter.

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What Was Important In 2023

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On January 2, 2024

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From most to least.

Climate Change Tipping Point

2023 is the year when climate change appears to have moved from linear to self-reinforcing in a big way. This was the tipping point many of us have been waiting for. Because of how movement between points of stability works, it may flip back and forth a few times, but this is the future. We had 30C weather in the middle of southern winter. Droughts. Vast forest fires. Way less ice in the arctic than their should have been, and so on.

I suspect that the point where we could stop climate change with anything short of massive geo-engineering (and I am not endorsing geo-engineering) is now past. Before, the problem was politics. Now it’s physics, chemistry and biology.

As I always note, environmental collapse is just as important, and 2023 also so a collapse of Alaska fisheries and continued degradation of coral reefs, insects, birds, and pretty much everything else.

Climate change and environmental collapse, when historians look back at this period, will be seen to outweigh everything else by a couple magnitudes, at least. Everything else is a footnote, except in in in understanding how it contributed.

Covid Continues And Long Covid Numbers Keep Moving Up

Yeah, almost no one’s paying attention, but a pandemic which is also mass disabling event and which we’ve given up even trying is one of those brute facts which matters whether you believe it does or not.

Huawei and China Handle the US/Euro Sanctions

All those chip sanctions didn’t stop Huawei in the end. They made a top end phone. China became better and better at making their own chips, and even the US forcing an end to exports of the best chip lithography machines won’t matter. China is now ahead of the US and Europe in more fields of science and engineering than it is behind in, and catching up fast in those few.

Russia Sanctions didn’t work

Notice a theme here? With the support of China, India, Iran, and the Global “South” Russia did just fine. In fact, sanctions have lead, as they did in China, to increased industrial progress and “teching-up”. Western sanctions also finally forced Russia’s oligarchs to stay at home and invest in Russia.

Russia Sanctions Did Hurt Europe / Europe’s Continued Decline

Lots of energy intensive industry had to move out of Europe over the last couple years, since replacements of Russian energy cost a lot more. Meanwhile the EU is no longer a scientific leader: China, the US, Japan and South Korea are all moving much faster. Europe’s in decline, probably terminal decline, in the sense that there’s no effort being made to do the right things to reverse it. Africa’s rebelling and kicking the French out, since they don’t need France any more as they have China.

BRIC Expansion

The BRICS are now the most important trading bloc. It isn’t close, actually.

Movement Away From the US Dollar

As everyone with half a brain has expected for a long time. Slowly, then quickly. The US dollar is still number one, but a lot of deals are now being cut in other currencies, including for petroleum products. This will continue, and you can discount all the garbage about how it’s impossible. Once it was impossible that the British Pound would be replaced. This will still take some time.

This is, almost 100%, happening so soon because of US sanctions, especially freezing so much Russian money. Money that the US can and will just take away whenever it feels like makes other countries twitchy.

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Ukraine Lost The War

Yes, there’s still a lot of shooting to go, but the failure of the counter-offensive and the fact that Russia has more manpower,  and that it and its allies can produce far more weapons and munitions than Ukraine and NATO mean the war is lost. It may go one for another couple years, but peace will made on Russian terms at the end. This was predictable day one (and I did) but now it should be obvious to everyone whose job or emotional integrity doesn’t require them to ignore the obvious.

The Gaza War

What’s interesting about this is that Israel isn’t winning. Oh, it’s committing genocide, but it’s not winning. What’s also interesting is that the US can’t bigfoot Yemen, because as I pointed out over a decade ago, the new generation of weapons are cheap and can easily be afforded by and made by third tier powers. A movement as fundamentally weak as the Houthis can tell America to bugger off. Missiles and drones aren’t just weapons of the rich and powerful any more.

Continued Collapse Of American Elite Consensus

The various prosecutions of Trump, all by Democrats, and the efforts to keep him off the ballot indicate America’s elite consensus is breaking down. This is low on the list because it’s just a continuation of previous trends. And no, it wasn’t actually started by Democrats: the theft of the 2000 election (and yes, it was stolen), and the attempted insurrection at the capitol were Republican.

In a way what’s happened is that the Democratic party is finally fighting back. They are no longer willing to just let Republicans do what they want. but Republicans aren’t backing down either, and so the elite is splitting. We’ll see how it plays out, but historically it’s either resolved by someone winning resoundingly and creating a solid new coalition around a shared ideology (FDR, for example) or by civil war.

***

Welcome to 2024. It’s unlikely to be a better year than 2023.

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National Futures In The Age of China & Collapse

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On December 19, 2023

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The baseline is that China is now the dominant economic power: the greatest great power. This is not evident to everyone yet, it will be soon. They produce more science, are ahead in most technological areas and have the largest industrial base. I’ve written about this plenty, so I’ll leave it at that.

The next baseline is that we have three onrushing issues: climate change, ecological collapse and running out of various resources. The third isn’t obvious to most people yet, but it will be. China has won the lead horse position on a style of life and economy which is genuinely unsustainable, in the sense that continuing to run our economies on planned obsolesence: building lots of stuff to just throw it out in a few years, cannot be sustained because it’s destroying the conditions which allow for human life and a predictable economy.

This doesn’t mean that taking lead horse isn’t useful to China: if they have sense they can use all that industrial capacity and scientific and engineering expertise to speed thru the necessary transition. So far they aren’t, beyond some steps towards the renewable electrical economy, which is necessary but insufficient.

To put it simply, civilization collapse is on the way. Everyone is going to be hit by it, even China and America. I’d expect China to hold on longer than most, unless there’s an early inundation of their croplands in the North, but by 2070 to 80 at the latest, China will be in warlordism again.

However, let’s run thru some shorter term notes about various nations.

Europe is in terminal decline. Maybe a few parts will avoid this, but they are no longer leaders in new science and engineering (China, the US, Japan and South Korea are all ahead of them) and are losing their industrial base because of their high input costs, primarily energy. Making Russia their enemy is costing them their legacy heavy industry, since American energy costs much more than Russian.

Of the major European countries, the UK is in fastest decline, since they sold all their industry long ago and decided to try and live off finance but the entire subcontinent is moving back to its usual place in Eureasian affairs: a backwater.

India isn’t going to make it. Sorry, too many internal problems, too little time. To much corruption and the authoritarianism is clumsy and stupid (there is smart authoritarianism, India is not practicing it) and climate change is going to hit India fairly hard and early. But overall, the signs of takeoff aren’t there, and there isn’t enough time. India will be broken up by 2050 to 2060 and 2035 to 40 is entirely possible: when they have real crop failure, they will have famines which kill hundreds of millions and cause vast violence and displacements. And they are going to have vast crop failure.

(This is a reader supported Blog. Your subscriptions and donations make it possible for me to continue writing, and this is my annual fundraiser, which will determine how much I write next year. Please subscribe or donate if you can.)

South Korea and Japan are the American allies which actually matter. Everyone else is meaningless. These two countries still have industrial bases and fast scientific and engineering advancement. In per capita terms South Korea is first in the world, Japan is second. For now they’re fairly firmly on the US side, but if China is smart and willing to cut them a good deal and they’re smart, they make their peace with the other side. The sooner they do this, the better deal they’ll get.

Russia was done a vast favor by western sanctions, which have forced its oligarchs to actually spend money at home and which has allowed Putin to create new oligarchs based on seized western assets. No more wasting money on British football teams. The Russians are working hard on civilian aviation, they’ve vastly increased their military industrial output and in general sanctions have forced them into industrial policy. Their risk is being swamped by China, and they will have to be smart and cut deals where China lets them keep and extend certain industries.

Saudi Arabia and the oilarchies are screwed. They’ll have their little days in the sun, but they have no real industry or research and aren’t going to be able to ramp up enough. As the age of oil ends, and it is, they will fall into well-earned obscurity and meaninglessness. The only one which stands a chance is Iran, since sanctions forced it to create its own industries. As with Russia and pretty much everyone else, they’ll have to cut a deal with China to keep and extend that industry, but as early allies, that’s easily doable if neither they nor the Chinese get too stupid.

The Developing Nations have a window in which to cut good deals with China. I wrote an entire article on how to cut good deals with China, so I’ll leave it at that. If they don’t, well, the new order will still be more friendly than the late neoliberal order, but most such nations are not in a position to handle climate change and ecological collapse well. It’s going to be ugly. That said, for a few, there will be an opportunity to come out the other side comparatively much better off.

Overall we are moving into a period like that from 1914 to 45 or any other major power reset: the old power is falling, the new power has risen. America was actually ahead of Britain by 1890, and it took quite a while for the British to fall, but this isn’t an exact analogy, because in this case the old and new powers are in conflict and there is an onrushing global near-apocalypse.

There’s only so much time left before everything starts falling apart in ways which can’t be ignored. Smart nations and smart people will use that time to prepare.

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Reasons For Hope In The Age of Collapse

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On November 8, 2023

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We all know that civilization is in collapse due to climate change, environmental degradation and over-use of resources. The classic graph is this one.

Not pretty, and this blog tends to write about such topics a lot.

But it’s not all bad. Let’s run thru that.

Collapse will be unevenly distributed,  and that means some places and positions in society will be a lot better for a long time. The trick is figuring out where those will be. Obviously not lowlands, or places which are likely to run out of water, or places where heat will move over the wet-bulb point. I’d suggest water and stability and food are the main things to look for: so, for example, in North America around the great lakes, up by Great Bear Lake (not a nice place to live right now, though) and so on.

Some people always do well. Even in the Roman collapse, there were people living good lives. Of course, those were mostly the “masters of violence” but if you have key skills people need, including technological skills or if you’re liked by many people, that will help.

Note that in the Dark Ages the other group who did relatively well were the priests and monks. Expect a religious revival and an upsurge in real “intentional” communities: monasteries, nunneries and the like. If you’re a priest, you’ll benefit, if you’re a senior monk or nun you’ll do fine.

So, a relatively senior person in charge of violence or community, or someone with useful skills, or someone who liked by a lot of people.

Work will be hard, but meaningful. Right now we have, in David Graeber’s phasing, a lot of “bullshit jobs.” Those will mostly go away. Your work may suck, but you’ll know that it’s actually needed.

A restoration of the extended family. Leaving aside refugees, but even there only partially, the family household will be a thing again, as it is one of the most effective ways to deal with bad times, and as people won’t be leaving to find work that doesn’t exist. This is a good/bad thing, the extended family, generally patriarchal, has a lot of downsides, but people in religious communities and extended families are happier and healthier in general and have a buffer against bad times. This is pretty robust in the literature.

More local autonomy. International trade and expeditions half way around the world to beat up other people up will decrease significantly, we won’t have the resources for them. Because of this local agriculture and production will come back, and with that will come an end to a universal “Americanized/European/Han” culture. Areas will be able to make their own choices, for good or bad, and will not be overwhelmed by power and economy of scale from far away.

The consumer lifestyle will end but appropriate tech will take its place. We do know a lot more than when the Romans went into the Dark Ages, and there are lot of solutions for our problems. Green houses with shutters, non-panel solar power. Water resevoirs attached to homes, and far more. You’ll live local, you’ll be more independent as a household (if you belong to one), and you’ll spend a lot less time working for other people and much more working for yourself and your family. Again, this is a mixed bag, but there are upsides.

The Possibility of the New. What happens will break all existing ruling ideologies: capitalism, representative democracy, the CCP (China will break up at some point, my guess centers around the 70s) and so on. If your ideology was in charge, it’s going to take a huge hit. Of course much of what will happen is a reversion to household patriarchy and religion, but there is the real possibility of new forms of organization, ideology and politics.

This is why it is important, now, to win the storytelling wars. Why this world collapsed and what a good world should look like. When everything goes to Hell people will use the ideas on the ground. If they’re good ones, great. If not, Hell. In a lesser way look at the Great Depression: Germany gets Hitler, the US lucks out and gets FDR. But the times coming will be much worse than the Great Depression and the possibility of change likewise greater.

The end of something old is always the chance to create something new and that new thing may be better. In fact, I’m sure it will be, in some places, just as in many places it will be something much worse.

Hope isn’t optimism. It’s a realistic way of saying “there are possibilities and we can reach for the better ones.”

Let it be so.

(We’ll talk more specifics in future articles. There’s a category “The Green Age After the Collapse.” It will see more use.

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Climate Change and Environmental Collapse (State of the World 2023 #2)

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On November 2, 2023

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(This is second in the series promised during the 2022 fundraiser. For #1 (imperial collapse) read here.)

I’m going to keep this one brief.

This year has seen the constant shattering of temperature records. Temperatures in the high thirties, in winter, have been common.

The majority of the Mediterranean is going to be uninhabitable without air conditioning for months every year. This includes North Africa and the European areas. The same will be true of most areas of the tropics. Time scale is ten to fifteen years.

Because climate change includes weather instability, it will become impossible to get property insurance in increasing areas, starting with the coasts and areas prone to wildfires.

Wildfires will continue until the ecology of areas has changed to one suitable to their new temperature and rainfall pattern.

In the short to mid term, there will be a lot of river floods, then rivers based on snow pack or coming from glaciers will reduce in size or dry up. Most of the world’s aquifers are drained, and many are poisoned. This means vast areas will become unsuitable for agriculture, which will lead to genuine food shortages. We haven’t had those in a long time, our current shortages are because we can’t be bothered to distribute food, of which we have great excess. But by 2030 we’ll see some real famines, and by 2040 almost everyone’s going to be eating less, even if they aren’t going hungry.

The oceans will become increasingly lifeless, and most fisheries will collapse. Even sea farming will be difficult, as oxygen content drops and acidification increases. If you’re middle aged, you’ll see the start of the Sea of Jellyfish. The real danger is if CO2 fixing and O2 emitting plankton collapse, in which case we’ll see some real problems.

On land, the great rainforests will mostly die. This includes the Amazon and Congo. They will be replaced by wastelands, and will be almost impossible to regrow under the new circumstances. This will, again, lead to vast increases in CO2. The effect on Brazil will be catastrophic.

The first ocean inundations will come sooner than almost anyone thinks and low lying countries and areas which have not built sea walls and pumps will go underwater. Bangladesh is a good weather vane here, but the northern Chinese breadbasket is at risk in the second wave.

If this was only about CO2 and global warming the realist optimist types would be right that it’d suck mightily, but whatever. The danger is that we’ve also go ecological collapse going on. I can’t estimate the odds correctly, but collapse of food chains, and in particular collapses of microbes, insects, plankton and so on could lead to drastic issues. The old line is that if the bees go extinct, so do we, but there’s a lot more risk than that, and that’s the “apocalyptic” scenario.

In your personal life, you should be preparing. Find a way to get your own water, even if it’s condensation. Food is important but understand that growing it outside is going to be tricky because of climate instability. Food you can count on will have some form of environmental control.

Expect everything to come in faster than the consensus ICC estimates. They’ve almost all been wrong to the upside, so consider them the “best case scenario” and don’t plan for that.

Climate change and ecological collapse are going to play into geopolitics in a big way. Normally, as I wrote yesterday, the ascendance of China would be all over except the shooting, but China’s going to get hit hard. They’re not stupid, and they know this. They just penned an absolutely massive deal for food from Russia, for example. But they need to do a lot more, and they and everyone else are going to have to change lifestyles. An economy of millions of cars, with sprawling cities makes no damn sense if the future that is coming.

Refugee waves are going to be absolutely massive, with hundreds of millions of people on the move. Multiple countries will collapse into warlordism and anarchy. There will be real revolutions, with elite murdered en-masse, because when people start starving and going without water, they will freak.

There just isn’t going to be enough to go around, it’s that simple.

If you want to survive, beyond the obvious, make friends and join or create strong community groups. You want a lot of people to like you and want you to live. Find a way to be useful, if possible, too. Plumbers and handymen and makers will be taken care of.

This is still some ways off, but understand clearly, civilization collapse has started, we are past the peak and past the point where we can stop it with any actions which it is even slightly conceivable we are capable of taking politically.

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Notes On The Structure Of American Imperial Collapse (State of the World 2023, #1)

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On October 31, 2023

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The American empire is now in essentially unstoppable decline. Certainly there are things that could be done to stop it, but they will not be done, much as the British had to avoid WWI and not take profits by sending industry to the US.

(This is the first article on the state of the world, as promised in last year’s fundraiser.)

Everyone knows about comparative advantage, but what doesn’t get talked about is absolute advantage. In absolute advantage you have something people need that they can only get from you.

This can be weapons. It can be jets. It can be advanced computers. It can be the capital equipment (like lithography machines used to create semiconductors) used to make other things. Sometimes it can be a resource, like oil.

The USSR was competitive with the America and its satrapies when it could still offer most of what other nations wanted. They could shop at the West store or the USSR store and get jets and weapons and dams and electrical networks and so on. By the 70s this had started to come apart, and in the 80s their failure at microcomputers was starting to really hurt, plus their domestic economy was in serious trouble.

So from somewhere in the late 70s to early 80s, and certainly after the collapse of the USSR, if you wanted jets, good weapons, computers, internet and so on, you had to go to the US and its allies: or rather, its satraps. There were American jets, or there were European (Airbus) jets, and so on.

Starting in the 80s, but really taking off in the 90s, China began to really industrialize in the standard way: start at the bottom of the chain and sell to the West. They moved up the chain very fast.

For example:

Huawei and ZTE are both Chinese.

The numbers above are worse than they look, because Huawei 5G is banned in much of the West. So really, Huawei is dominant in much of the developing world (the South.)

China now has a domestic jet industry. It isn’t quite up to snuff, but within ten years it will be. The latest Huawei phone, post sanctions, was made with domestic chips and outperforms Apple and Samsung on some important metrics.

So, let’s move to the important charts. The world in 1990, right after the collapse of the USSR.

The world in 2020:

China is more dominant than the US was in its prime. (Well maybe not in 1946.)

Now this sort of thing is a leading indicator. Countries who were dominant are able to control more of the world’s resources than they deserve for some time after they lose their dominance.

Be clear, the US has LOST its dominance already. It’s all over except for the shooting. It doesn’t look or feel like that because of generations of accumulation and because the dollar is used for most world trade.

But those are lagging indicators. Britain’s pound was the main instrument of trade for decades after the US had overtaken it industrially.

This time it’s going to happen faster, because the US has abused its central position in financial networks in ways other countries, like Russia and China won’t tolerate.

Now, understand clearly, Western prosperity is based on commanding more of the world’s resources because everyone had to get what they needed from the US and its satrap (well, and the whole imperialism and military thing, but that’s another article.)

Since China now offers almost everything the West does, at better terms, they will come to command those resources. It’s that simple, though that doesn’t mean the road will be smooth. This will be an Age of War and Revolution, and civilization collapse, especially as this isn’t a normal changeover because of climate change and ecological collapse.

Within the West we are already seeing the US cannibalizing its satrapies. Germany had to have cheap oil and natural gas to run its industry and European patents are lagging, badly. Europe’s garden will go, and go relatively quickly. The Chinese will dominate the EV market, eat Airbus and Boeing alive and bypass European control of the machines which make semiconductors.

The main industry the West seems to still have a dominant lead in is biotech, but the Chinese will get there.

Japan and South Korea will do better because both are keeping up in scientific innovation, but my bet is that South Korea will peel off into the Chinese sphere at some point, economically they already have. I’m less sure about Japan, but they’d be wise to do so.

As for Europe, well, for twenty years I’ve been warning them they had to regain their independence and forge their own path. Most of Eastern Europe should never have been allowed into the EU or NATO. The EU should have built its own army and left NATO. And yeah, they should have done everything necessary to keep good ties with Russia, which would have been easy, because until fairly recently Russia wanted to be a European nation.

They did none of this, their rate of scientific advancement is abysmal outside of a few areas and they’re toast.

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Political v.s Physical Tipping Points

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On October 5, 2023

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Back in the 2000’s I belonged to the Netroots movement. Our mantra was “more, better democrats.” We ran primaries, fundraised and put pressure on politicians, on top of all the normal blogging stuff, much of which we were the first mass practitioners of.

We failed. Obama was our loss moment, as he bypassed us and was able to get our readers without having to appease us.

But Obama was something more important. The financial crisis of 2007-9 was a moment which would have allowed for radical change. An FDR figure could have changed the nature of America in their response to it, breaking up banks and other monopolies and letting a vast swathe of the rich go bankrupt and charging them with crimes, thus breaking their power for generations to come.

Obama didn’t do that. He didn’t even seriously consider it, instead he supported the Federal Reserve and Treasury in saving them and enriching them.

I considered it then, and now, a political tipping point. The financial crisis was the last real political chance to change the direction of society, globally (since an American response would have cascaded throughout the world, as it did), enough to perhaps stave off climate change and ecological collapse, since politically dealing with those required breaking the power of the wealthy.

The most important political tipping point was actually the neoliberal empowerment moment: 79’s election of Thatcher and 80’s election of Reagan. Clinton and Blair ascending to the top of the Democrats and Labor were the second political points, since each of them institutionalized the changes made by their Republican/Conservative predecessors. Thatcher understood well, noting that her victory was sealed by Blair.

For both climate change and ecological collapse to be stopped, for the physical tipping points to be avoided, we had to make a radical change in how we ran our societies. Continuing on more or less as we had before meant disaster. To be sure, the changes necessary were truly radical (though less so the sooner they were begun), but nonetheless they required political victory and destruction of the power of vested interests.

So while others were saying “we still have time”, I was looking at the politics and the realities of power and saying the opposite, “it’s too late, we missed the window”, because there was no political possibility.

The physical tipping point for climate change was reached this year or last year, I’m reasonably sure. The ecological collapse tipping point may have been somewhat earlier. The civilization collapse point has also probably passed, and I put that around 2020.

All along the road off-turns were offered. People laugh at Dennis Kucinich, but he wanted to do the right things and ran in the Democratic primaries multiple times. The fact that he was considered laughable even though his policy prescriptions were correct is exactly the problem.

While Corbyn came too late to turn the tide, his election and success, if it had been the precursor of serious political realignment, as was Thatcher, could have saved hundreds of millions of lives and made the process much less painful. Indeed his defeat is one reason (though only one) that I consider 2020 the turning point for civilization collapse. It was definitely the turning point for UK collapse.

Modern propaganda is mighty indeed, and Corbyn lacked the necessary ruthlessness to defeat entrenched interests, if it was even possible. Unlike Obama, however, he at least wished to do the right things.

And that’s the main point: whoever runs society must want to do the right thing. Physically we had plenty of time, if you look at it from back in the 70s, which is when I first became concerned as a child.

Politically, though, we did not have lots of time. Changes in ruling sub-ideologies and opportunities to break the power of elites are not that common, and we failed to do so at each possible political tipping point.

And so, here we are.

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