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Didn't China burst this bubble already? Vertical farming, etc. Western aligned farming is currently in a big downturn due to BRICS constantly breaking productio

by alecco 2y ago

Didn't China burst this bubble already? Vertical farming, etc. Western aligned farming is currently in a big downturn due to BRICS constantly breaking production records. And they are using Chinese machinery. The world is catching up to American farming yields. China is decoupling from American farming and they have been investing a lot in all the infrastructure for that. American farmland values falling nationwide as margins go negative, investors flee "chaotic" market https://www.youtube.com/watch?v=4DjpjgOln-U https://www.youtube.com/watch?v=4DjpjgOln-U (beware pro-China bias, but it's solid analysis) https://www.barrons.com/articles/farmers-trump-trade-war-agriculture-crop-beef-prices-2be036c2 https://www.barrons.com/articles/farmers-trump-trade-war-agr... https://farmonaut.com/usa/urgent-u-s-farmers-face-financial-crisis-as-2025-farm-bill-looms-farmonaut-analyzes-impact-on-crop-insurance-and-safety-nets/ https://farmonaut.com/usa/urgent-u-s-farmers-face-financial-...

FrustratedMonky 2y ago
There are a lot of Chinese doomsayers out there, about how they are about to collapse (zeihan). Then this, farming, or Deepseek comes out. I think their demise is over exaggerated.
- rfwhyte 2y ago
  Deepseek or whatever farming tech they may be developing don't amount to a drop in the bucket when it comes to their looming demographic collapse. China is projected to see its population decline by somewhere near 400 million people over the next 75 years. Given their deep seated xenophobia, and limited and largely unsuccessful efforts to attract and integrate immigrants over the past couple decades, there's also no way they're going to replace even 1/10th of their population loss via immigration. The predictions of "Collapse" may be somewhat early and perhaps hyperbolic in the short to medium term, but there's just no way they aren't going to face some extremely significant economic challenges when they lose 1/3rd of their workforce and have a population pyramid that looks like an upside down triangle over the next few decades.
Cthulhu_ 2y ago
Netherlands as well, one of the smallest countries in the world but the 3rd largest agricultural exporter in the world.

by alecco 2y ago

FrustratedMonky 2y ago

There are a lot of Chinese doomsayers out there, about how they are about to collapse (zeihan). Then this, farming, or Deepseek comes out. I think their demise is over exaggerated.

rfwhyte 2y ago
Deepseek or whatever farming tech they may be developing don't amount to a drop in the bucket when it comes to their looming demographic collapse. China is projected to see its population decline by somewhere near 400 million people over the next 75 years. Given their deep seated xenophobia, and limited and largely unsuccessful efforts to attract and integrate immigrants over the past couple decades, there's also no way they're going to replace even 1/10th of their population loss via immigration. The predictions of "Collapse" may be somewhat early and perhaps hyperbolic in the short to medium term, but there's just no way they aren't going to face some extremely significant economic challenges when they lose 1/3rd of their workforce and have a population pyramid that looks like an upside down triangle over the next few decades.

Cthulhu_ 2y ago

Netherlands as well, one of the smallest countries in the world but the 3rd largest agricultural exporter in the world.