The disruption of energy supplies and food production in the name of climate policy is effectively a policy of starving the world's poor.

“So, this idea that we can make people poor, hungry, cold or hot by scaling back food production and disrupting energy supplies and that's somehow going to save the planet is as backwards a conception as any dimwit could possibly formulate.”

Governmental and bureaucratic disruptions to global supply chains and agricultural production are causing a catastrophic, unfolding famine.

“we're going to see a lot of starvation. And of course, this leads to pandemic. We'll have real pandemics because again, when you have many people starving, they're first of all, they start migrating and eating things they don't normally eat and their immune systems are depressed.”

The current model of global supply chain management is irreversibly breaking down and will take years to rebuild into a less efficient, more regionalized, and more resilient club-based system.

“it took us 30 years to build this roughly 1989 with the father Berlin Wall to 2019 just before the pandemic took us 30 years to build it we blew it up in uh you know two or three years and we can't build it overnight we can't rebuild it overnight it's going to take five ten years to rebuild this”

China exerts coercive leverage over global industries by restricting the supply of critical components like mid-tier chips and rare earths.

“China is able to effectively exert huge leverage over the United States by restricting rare earth exports to all kinds of American companies that need those rare earths. And in this case, China can keep these big car companies wherever they may be, Japan, Europe, the US, kind of dangling on a string”

Countries can no longer assume that critical materials will always be available on demand due to rising geopolitical risks and competition for resources.

“But that well may not be the world that we're living in in the coming decades. You know, whether it's the fact that people are kind of competing for this stuff.”