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by echelon
784 days ago
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We thought China would join the WTO and "Westernize" themselves. They didn't, and it's clear they're trying to come out on top. That's why the West is switching to full-on contagion mode. The pandemic was the trigger event that gave us the activation energy to accept supply chain disruptions and ease into the pain of decoupling. It'll go much faster now. The de-China-fication is going to accelerate rapidly. The game is now near-shore, friend-shore. Mexico is now the biggest trade partner of the US, and it's still only ramping up. The rail and truck corridors are growing significantly and we're about to pour in huge infrastructure investments. |
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