Recently all I hear about from the macro guys is that China is winning and the rest of the world better watch out. That's why I wanted to check in on Zeihan to see if he capitulated.

For me seeing the growth of China's energy production makes it really hard for me to see them simply "go to zero".

econ

Zeihan - China Going to Zero

I used to watch what he said a lot closer but there are definitely cracks, There are other commentators who aren't bullish on China I feel like I get 2 stories: China is god and nothing is wrong they are gonna kick our ass and China is in super trouble all the local governments are up to the tits in debt and Trump's tariffs aren't helping. Some counter to that Ive heard lately is their exports to other countries are growing but the question is will they be ok without the worlds largest consumer base 