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China is not exporting LNG at all, did you mean Canada? The US is still a very large and attractive market for European exporters, and it would at the very lea

China is not exporting LNG at all, did you mean Canada? The US is still a very large and attractive market for European exporters, and it would at the very least substantially least hurt Europeans if they had to fully substitute the US with China as a trade partner.

toomuchtodo 1y ago
Apologies if my phrasing was not concise. The idea I intended to communication was "Europe can get all the LNG they want from Canada, and anything manufactured from China." To your point about the US market, I would put forth the size of China, India, and Africa as import markets for Europe. The population of the US is ~343M, ~745M is Europe, while that of China, India, and Africa combined is ~4.6B (as of this comment, rough proxy for total addressable markets). Admittedly the latter are at various stages of development, but I am of a strong opinion they can replace the US considering demographics, proximity, rate of development and purchasing power increasing, etc. International equities have already outperformed the S&P500 this year, so this may happen faster than we might expect. China is not as quite as wealthy as the US, but India and Africa are the last of global emerging markets and where the economic growth future of the world is. Do you configure and target your export economy for growing markets? Or declining markets? Citations: https://bsky.app/profile/carlquintanilla.bsky.social/post/3m5gk7jjsm22n https://bsky.app/profile/carlquintanilla.bsky.social/post/3m... | https://archive.today/P2HxS https://archive.today/P2HxS ("International stocks are outperforming the S&P 500 by the widest margin in 16 years.") - November 12th, 2025 Goldman Strategists See US Stocks Lagging All Peers Next Decade - https://www.bloomberg.com/news/articles/2025-11-12/goldman-strategists-see-us-stocks-lagging-all-peers-next-decade https://www.bloomberg.com/news/articles/2025-11-12/goldman-s... | https://archive.today/aINUx https://archive.today/aINUx - November 12th, 2025 https://news.ycombinator.com/item?id=44769439 https://news.ycombinator.com/item?id=44769439 https://news.ycombinator.com/item?id=44455077 https://news.ycombinator.com/item?id=44455077
- toomuchtodo 11mo ago
  Additional citation: How the Rest of the World Is Moving on From Trump’s ‘America First’ - https://www.bloomberg.com/news/newsletters/2025-11-15/the-world-starts-moving-on-from-america-first-new-economy https://www.bloomberg.com/news/newsletters/2025-11-15/the-wo... | https://archive.today/m67tK https://archive.today/m67tK - November 15th, 2025

toomuchtodo 1y ago

Apologies if my phrasing was not concise. The idea I intended to communication was "Europe can get all the LNG they want from Canada, and anything manufactured from China." To your point about the US market, I would put forth the size of China, India, and Africa as import markets for Europe. The population of the US is ~343M, ~745M is Europe, while that of China, India, and Africa combined is ~4.6B (as of this comment, rough proxy for total addressable markets). Admittedly the latter are at various stages of development, but I am of a strong opinion they can replace the US considering demographics, proximity, rate of development and purchasing power increasing, etc. International equities have already outperformed the S&P500 this year, so this may happen faster than we might expect. China is not as quite as wealthy as the US, but India and Africa are the last of global emerging markets and where the economic growth future of the world is. Do you configure and target your export economy for growing markets? Or declining markets? Citations: https://bsky.app/profile/carlquintanilla.bsky.social/post/3m5gk7jjsm22n https://bsky.app/profile/carlquintanilla.bsky.social/post/3m... | https://archive.today/P2HxS https://archive.today/P2HxS ("International stocks are outperforming the S&P 500 by the widest margin in 16 years.") - November 12th, 2025 Goldman Strategists See US Stocks Lagging All Peers Next Decade - https://www.bloomberg.com/news/articles/2025-11-12/goldman-strategists-see-us-stocks-lagging-all-peers-next-decade https://www.bloomberg.com/news/articles/2025-11-12/goldman-s... | https://archive.today/aINUx https://archive.today/aINUx - November 12th, 2025 https://news.ycombinator.com/item?id=44769439 https://news.ycombinator.com/item?id=44769439 https://news.ycombinator.com/item?id=44455077 https://news.ycombinator.com/item?id=44455077

toomuchtodo 11mo ago
Additional citation: How the Rest of the World Is Moving on From Trump’s ‘America First’ - https://www.bloomberg.com/news/newsletters/2025-11-15/the-world-starts-moving-on-from-america-first-new-economy https://www.bloomberg.com/news/newsletters/2025-11-15/the-wo... | https://archive.today/m67tK https://archive.today/m67tK - November 15th, 2025