56 min
2023 Supply Chain: How China’s Future & Germany’s Dependence on Russian Gas Will Impact Global Trade Complete Intelligence
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Learn more: http://completeintel.com/futures 👈
In this episode, Ross Kennedy of Fortis Analysis, Ralph Schoellhammer of Webster Vienna Private University and Albert Marko joined Tony to discuss three main themes: supply chains in 2023, the existence of China in 10 years and Germany's dependence on Russian gas.
Ross Kennedy led the discussion on supply chains in 2023, and he explained that although supply chain issues have appeared to normalize over the last 4 months, with trans-Pacific shipping rates falling to levels at the start of the Covid pandemic, there are still things to watch out for in the upcoming year.
Albert Marko led the discussion on the prediction that China will not exist in 10 years. This claim was made by Peter Zeihan, a geopolitical analyst, during his appearance on Joe Rogan's podcast. He went on to say that some of Zeihan's predictions sound impressive, but he and Ross Kennedy both have doubts about the validity of this claim.
Tony pointed out that similar predictions were made by George Friedman in his book "The Next 100 Years" (2009), where he said that China would split into 5 countries. However, both Albert and Ross argue that China's economy, military, and political power are too strong for this to happen in the near future. They also highlighted the fact that China's growth and development have been hindered by the pandemic, but the country has managed to recover quickly and is still a major player in the global economy.
Ralph Schoellhammer led the discussion on Germany's ongoing dependence on Russian gas. He wrote about how the green push in Germany has led to a decrease in the country's dependence on Russian gas, but there are other considerations. He explained that the Russia-Ukraine War had a major impact on Germany's dependence on Russian gas and that when the war stops, it is likely that Germany will welcome Russian gas again. He also highlighted the fact that Germany's dependence on Russian gas is not just a matter of energy security, but also a matter of economic and political considerations.
Key themes:
1. Supply Chains in 2023
2. Will China exist in 10 years?
3. Germany can’t quit Russian gas
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This is the 49th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.
Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Ross: https://twitter.com/maphumanintent
Albert: https://twitter.com/amlivemon
Ralph: https://twitter.com/Raphfel
Watch on Youtube: https://youtu.be/Ha3w9PMRzKw
Learn more: http://completeintel.com/futures 👈
In this episode, Ross Kennedy of Fortis Analysis, Ralph Schoellhammer of Webster Vienna Private University and Albert Marko joined Tony to discuss three main themes: supply chains in 2023, the existence of China in 10 years and Germany's dependence on Russian gas.
Ross Kennedy led the discussion on supply chains in 2023, and he explained that although supply chain issues have appeared to normalize over the last 4 months, with trans-Pacific shipping rates falling to levels at the start of the Covid pandemic, there are still things to watch out for in the upcoming year.
Albert Marko led the discussion on the prediction that China will not exist in 10 years. This claim was made by Peter Zeihan, a geopolitical analyst, during his appearance on Joe Rogan's podcast. He went on to say that some of Zeihan's predictions sound impressive, but he and Ross Kennedy both have doubts about the validity of this claim.
Tony pointed out that similar predictions were made by George Friedman in his book "The Next 100 Years" (2009), where he said that China would split into 5 countries. However, both Albert and Ross argue that China's economy, military, and political power are too strong for this to happen in the near future. They also highlighted the fact that China's growth and development have been hindered by the pandemic, but the country has managed to recover quickly and is still a major player in the global economy.
Ralph Schoellhammer led the discussion on Germany's ongoing dependence on Russian gas. He wrote about how the green push in Germany has led to a decrease in the country's dependence on Russian gas, but there are other considerations. He explained that the Russia-Ukraine War had a major impact on Germany's dependence on Russian gas and that when the war stops, it is likely that Germany will welcome Russian gas again. He also highlighted the fact that Germany's dependence on Russian gas is not just a matter of energy security, but also a matter of economic and political considerations.
Key themes:
1. Supply Chains in 2023
2. Will China exist in 10 years?
3. Germany can’t quit Russian gas
--------------------------------------------------------------------------------------------
This is the 49th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.
Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Ross: https://twitter.com/maphumanintent
Albert: https://twitter.com/amlivemon
Ralph: https://twitter.com/Raphfel
Watch on Youtube: https://youtu.be/Ha3w9PMRzKw
56 min