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Two Charts Showing China Will Shape Future High Tech Economy of the World
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Critical minerals will affect high tech manufacturing; and electricity will power AI, mobility, and high-tech warfare such as directed energy weapons.

In both areas, China has taken over dominant positions to shape global economies for decades to come.

(Republished from Substack by permission of author or representative)
 
The China/America Series
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  1. I see a bright future. But not for germany.

    • Replies: @littlereddot
  2. Comrade Bin has become a stereotype, like Tokyo Rose.

  3. @Germanweiss

    Unless Germany breaks from its US master and joins the rest of the world.

  4. Anonymous[304] • Disclaimer says:

    The Chinese lie machine is everywhere, but luckily it’s also quite bad.

    • Replies: @littlereddot
    , @Lin
  5. meamjojo says:

    I think we need to unleash a new virus on China that will force them to shutdown their economy and research for a few years.

    There is no way that Trump and Kennedy would do similar here. [lol]

    • Replies: @Pythas
    , @Henry Ford
  6. SteveK9 says:

    Power generation is a pretty good measure of industrial production, and there is no doubt, that this simply confirms what we already know. I have to laugh at the Eco-maniacs, when I note that China has 1000 GW of coal-generated electricity. That is the equivalent of 1000 full-size nuclear reactors. Mind-boggling. And, they are still building a few. In less than 10 years they will have over 100 nuclear reactors, surpassing the US (unless the Donald’s wishes are carried out).

    • Replies: @xcd
  7. Pythas says:
    @meamjojo

    I think we need to unleash zyklon-B on your anglo zio and kike behinds this time for real, putz…

  8. @meamjojo

    I agree with you China is kinda weak and inviting another bio weapon attack. For how powerful China is ,the smart move after covid would have been to destroy Israel. They could use nukes or biological weapons themselves. This would really be the only thing that would give Washington pause and prevent a war that might destroy the planet ( hitting the really soft spot).

    This option would show Washington that China is willing to strike back harder against the only thing Washington care’s about ( besides themselves which usually is the case with sellouts). Washington then would have to decide if they want to continue and risk the extinction of the rest of the Jewish people which make up .02 percent of the world population ( and themselves for Israel) or leave China alone.

    China didn’t do this and Washington believes they are pushovers like Russia. Time will tell I guess but first will be Israel against Iran. I believe China thinks Iran will destroy Israel and weaken Washington trying to save Israel then the problem will take care of itself. We will see shortly it looks like.

    • Replies: @Deep Thought
  9. It’s probably not going to be quite that simple – 摆烂, let it rot.
    https://thesubwayphilosopher.substack.com/p/china-has-a-problem-2

    • Replies: @littlereddot
  10. @Henry Ford

    … For how powerful China is ,the smart move after covid would have been to destroy Israel….

    This option would show Washington that China is willing to strike back harder against the only thing Washington care’s about ( besides themselves which usually is the case with sellouts).

    No need for that.

    Reason: Rare Earth.

    • Replies: @anonymous
  11. anonymous[392] • Disclaimer says:
    @Deep Thought

    I assume the US can catch up in rare earths by 2030. This is no an estimate based on any industry knowledge. However, it’s good to plan ahead and 2030 is a useful round number for planning.

    China needs to develop cutting edge semiconductor manufacturing equipment and airliner engines and avionics before then because the US has shown what it will do with export controls if there is no way of hitting back.

    And then there is population. China must get the fertility rate back up or the country will be doomed after 2050.

    • Replies: @littlereddot
  12. “Chinas” tech future, courtesy of the West.

    https://www.cbsnews.com/news/chinese-hackers-took-trillions-in-intellectual-property-from-about-30-multinational-companies/

    A yearslong malicious cyber operation spearheaded by the notorious Chinese state actor, APT 41, has siphoned off an estimated trillions in intellectual property theft from approximately 30 multinational companies within the manufacturing, energy and pharmaceutical sectors.

    A new report by Boston-based cybersecurity firm, Cybereason, has unearthed a malicious campaign — dubbed Operation CuckooBees — exfiltrating hundreds of gigabytes of intellectual property and sensitive data, including blueprints, diagrams, formulas, and manufacturing-related proprietary data from multiple intrusions, spanning technology and manufacturing companies in North America, Europe, and Asia.

    “We’re talking about Blueprint diagrams of fighter jets, helicopters, and missiles,” Cybereason CEO Lior Div told CBS News. In pharmaceuticals, “we saw them stealing IP of drugs around diabetes, obesity, depression.” The campaign has not yet been stopped.

    Cybercriminals were focused on obtaining blueprints for cutting-edge technologies, the majority of which were not yet patented, Div said.

    In our assessment, we believe that we’re talking about trillions, not billions,” Div added. “The real impact is something we’re going to see in five years from now, ten years for now, when we think that we have the upper hand on pharmaceutical, energy, and defense technologies. And we’re going to look at China and say, how did they bridge the gap so quickly without the engineers and resources?”

  13. @Anonymous

    You are absolutely right.

    There is nothing slicker and more sophisticated than the US propaganda machine.

    It is so effective that Americans don’t even realise that that they are the most propagandized people on earth.

  14. @cobblestones

    You are overdosing on Copium.

    Remember, only one pill a day!

  15. @anonymous

    I assume the US can catch up in rare earths by 2030.

    I can guarantee you it will not.

    The problem is not just mining. It is also the refining.

    Will the USA build enough refining facilities in 5 years?
    Will the machinery in those facilities be coming from China?
    What about the electronics controlling to those machines?
    What about the engineers and chemists required to run to those refining facilities. Are they even in college yet? In 5 years they will just be graduating and wet behind the ears.

    China needs to develop cutting edge semiconductor manufacturing equipment

    Cutting edge is only used in things like mobile phones and laptops etc. Everything else uses older tech. Things like cars, tvs, airplanes etc.

    Even in the most cutting edge stuff, China is only slightly behind.

    https://www.trendforce.com/news/2025/03/28/news-smic-reported-to-complete-5nm-chips-by-2025-but-costs-may-be-50-higher-than-tsmcs/

    airliner engines and avionics before then because the US has shown what it will do with export controls if there is no way of hitting back.

    Already on par.

    https://www.scmp.com/news/china/science/article/3312013/chinas-next-gen-turbine-blade-promises-supercharged-jet-power-more-longevity

    And then there is population. China must get the fertility rate back up or the country will be doomed after 2050.

    That is like a farmer in 1900 who had 7 kids predicting doom for his grandchildren who only had 3 kids in 1950.

    Have you seen the “dark factories” that have no lights because there are no humans around?

    Video Link

    Video Link

    Video Link

    • Replies: @anonymous
    , @xcd
  16. anonymous[280] • Disclaimer says:
    @littlereddot

    If the UN Population Division’s projections for China prove accurate and given the dismal birth rates over the past five years, there’s good reason to think they are going to be accurate then we’re looking at a population decline from 1.419 billion in 2024 to just 632 million by 2100. That’s not a marginal adjustment. That’s a demographic collapse.

    Do you believe the Chinese economy, society, and national defense can sustain themselves under those conditions?

    Posting photos of dark, automated factories, is a very specific slice of the economy. Let’s talk in macroeconomic terms. What do you realistically expect total factor productivity growth to look like over the coming decades in China? For your argument to hold that sharply fewer workers won’t matter TFP would have to increase at extraordinary levels for nearly the entire period.

    Technological progress may ease some labor constraints, but no country in modern history has faced a population drop of this scale without profound economic and strategic consequences. Why would China be the exception?

    https://population.un.org/wpp/downloads?folder=Standard%20Projections&group=Most%20used

    • Replies: @Anonymous
    , @littlereddot
  17. Lin says:

    Electricity generation and share 0f certain critical minerals aren’t the best indicators for Future High Tech Economy
    -China’s electricity generation/capita has reached the level of Germany/french…(china also produces lots of steel)it means china is industrialized.
    -The middle east muslim countries have lots of oil…do they have strong impact on hi-tech economy?
    -China lacks copper ore reserves
    ………
    I think the followings are better indicators
    https://www.nature.com/nature-index/research-leaders/2024/institution/all/all/global
    https://media.licdn.com/dms/image/v2/D5610AQG76CgJ727WMg/image-shrink_1280/image-shrink_1280/0/1733698862957?e=2147483647&v=beta&t=XuvV0eR4SQtYWIFmJL9u3KPjVCD2W4d8tIkHUb4RjmY

  18. Lin says:
    @Anonymous

    I don’t agree these 2 charts are the good indicators but ..

    The Chinese lie machine is everywhere, but luckily it’s also quite bad.

    is just BS
    I didn’t take any course in Remote Sensing but the prof who taught the courses told us the yanks for many decades can accurately estimate the electricity output by measuring the EM radiation of power transmission lines with their satellites. So far I haven’t read any dispute on China’s electricity production figure.

  19. Anonymous[347] • Disclaimer says:
    @anonymous

    632 million is still, by anyone’s standards, a mass population – the implication being that there will be no ‘shortage’ of Chinese of any description from student to computer specialist.
    Indeed, China will still be vastly overpopulated.

    I really, really cannot understand all this alarmist bullshit.

    • Agree: littlereddot
    • Replies: @Anonymous
  20. @anonymous

    1.419 billion in 2024 to just 632 million by 2100. That’s not a marginal adjustment. That’s a demographic collapse.

    Is it a collapse if it is intentional?

    The discussion within China now is what the ideal population should be. 600 to 700 million is about the lower ranges of the spectrum of opinion.

    Do you believe the Chinese economy, society, and national defense can sustain themselves under those conditions?

    Absolutely.
    The world is changing. In the USA,
    1800 – 85% of the population was involved in agriculture
    1900 – 40% of the population was involved in agriculture
    2000 – 2% of the population was involved in agriculture

    Has agriculture in the USA collapsed? No, the population moved into other occupations. First manufacturing, then services.

    Similarly in this age of automation and AI a much smaller workforce is needed to keep the country running.

    The only thing that might possibly be advantaged by a larger population is defense. The USA’s population in 2100 is projected to be 366 million. That is still half of the China.

    If population size = military strength, then China is 4X more powerful than USA. Does USA fear being conquered by China? Of course not. China has neither the capacity nor desire to conquer the USA.

    The other big country that borders China is India. If current trends continue, India will not catch up to China for another 200 years, if ever.

    What do you realistically expect total factor productivity growth

    Perpetual, infinite growth (on a finite planet) is a Capitalist ideal/sacred cow. It is not a sacred cow to either Socialists or Confucians. China is really a mixture of both. And there is substantial overlap/compatibility between the two ideologies anyway.

    but no country in modern history has faced a population drop of this scale without profound economic and strategic consequences. Why would China be the exception?

    China is the same country that drastically doubled its population in 30 years under Mao from 540 to 940 million during the years 1949 to 1976. This was done as a priority in public policy as Mao stressed the idea of national strength.

    Then in the 1980s China embarked on a drastic and infamous One Child Policy because it was deemed that the population had gotten too large. Again it was a public policy priority.

    China is no stranger to big sweeping drastic changes when they deem it a priority in national policy.

    Why should anyone assume that China would not be able to increase its fertility rate IF it really deemed it a national priority?

    • Replies: @xcd
  21. Anonymous[931] • Disclaimer says:
    @Anonymous

    Nigeria’s population is predicted to top one billion by year 2100, making it one of the world’s most populous nations by that date.

    Yet, with*absolute certainty and confidence* – something which I never ever say about the unknown and unknowable future – I can state right here right now that Nigeria will be absolutely inconsequential to the world, it will count for absolutely nothing and if it was somehow magically erased in a puff of smoke in year 2100, nobody would even notice or even care that 1 billion Nigerians suddenly vanished, no one’s life would be affected in any way shape or form, economically, politically, scientifically, technologically, financially, artistically or otherwise.

  22. xcd says:
    @littlereddot

    Thanks. With increasing automation using new (first-generation) machines, I wonder whether the maintenance crew spend their time lounging or in dorms nearby. I remember what Henry Ford said: more machines in his factories would not be buying any of the cars build (words to that effect).

  23. xcd says:
    @littlereddot

    The only thing that might possibly be advantaged by a larger population is defense.

    With all the amazing developments in remote and automated armaments, even a big population may be no benefit.

  24. xcd says:
    @SteveK9

    You imply that they are wrecking local air and the atmosphere. Their air is improving steadily. There are almost no scenes of bad air, except for sandstorms which they are addressing the hard way.

    In his first term, Trump promoted “clean coal”. Besides the crony mine owners, no one got the memo. China took up “super-critical” coal, the basis of the power plants it built domestically and abroad.

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