People don’t understand how much fragility exists in the world and they’ll never hear any type of this information on MSM unless it involves an Orange Man. Thanks for posting and making others aware of this plight not to mention all of the people and families that have been deeply impacted by the hurricane.
In a global connected world, choke points are everywhere lying patently waiting to be exploited. These choke points cause dislocations and dislocations are never remedy until the bones are set in place and allowed to heal.
This read floated across my suggestions from substack, I don't think I even knew what a silicon wafer was but what an interesting (and slightly alarming) read, thank you!
I was reading how China has taken over the solar industry from America, simply by scaling up to manage the very tight marginal returns on large upfront investment. They have a large enough market at the moment.
Query... so much of our 'tech' depends on very large scale manufacture of small units. If market demand, not only supply, takes a sudden shrinkage by reason of financial, natural or geopolitical disasters (include supply chain risks) then 'industries' can disappear perhaps faster than American solar has done? I note that some of our tech 'giants', I include Amazon retailing, seem relatively competitive at least in part because they have removed themselves from tax jurisdictions ... that is, absented their profit from providing the support needed to maintain the communities who are both 'labour' and 'market'? Of course complex arguments, but these have a way of resolving themselves in real time?
People don’t understand how much fragility exists in the world and they’ll never hear any type of this information on MSM unless it involves an Orange Man. Thanks for posting and making others aware of this plight not to mention all of the people and families that have been deeply impacted by the hurricane.
In a global connected world, choke points are everywhere lying patently waiting to be exploited. These choke points cause dislocations and dislocations are never remedy until the bones are set in place and allowed to heal.
This read floated across my suggestions from substack, I don't think I even knew what a silicon wafer was but what an interesting (and slightly alarming) read, thank you!
just an aside but using critical materials for sparky billboards is quite wasteful.
whirlygigs and electric piles are also a great waste.
Yes lives to be saved, a community to be rescued.
Global economy, America in a bind, especially?
I was reading how China has taken over the solar industry from America, simply by scaling up to manage the very tight marginal returns on large upfront investment. They have a large enough market at the moment.
Query... so much of our 'tech' depends on very large scale manufacture of small units. If market demand, not only supply, takes a sudden shrinkage by reason of financial, natural or geopolitical disasters (include supply chain risks) then 'industries' can disappear perhaps faster than American solar has done? I note that some of our tech 'giants', I include Amazon retailing, seem relatively competitive at least in part because they have removed themselves from tax jurisdictions ... that is, absented their profit from providing the support needed to maintain the communities who are both 'labour' and 'market'? Of course complex arguments, but these have a way of resolving themselves in real time?