Southeast Asia could potentially develop a relatively constrained regional supply chain, and Europe might develop one if it can access raw materials, but North America is uniquely positioned to pursue either the old global model or a new localized model.
forecastpending
Speaker
Peter ZeihanEvidence Quote
“I can see that working in Southeast Asia. Maybe we can see some version of that working in Europe if they can get the raw materials in. But North America is really lucky because we can do it the old way or the new way.”
Created: 8/10/2026, 10:51:07 PM
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