YouTube6m· Jul 2024· cataloged

China After Xi || Peter Zeihan


What this covers

I get a lot of "what if..." and "what happens next..." style questions and most of them suck, but today's question takes us down a fairly interesting rabbit hole - what happens to China if Chairman Xi Jinping dies or steps down?

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#china #xijinping #collapse

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Sharpest takeaway

Peter Zeihan argues that Xi Jinping's consolidation of power through purging competent officials has created a hypercentralized, unstable Chinese state with no succession plan, and when Xi dies, China will face state dissolution due to the combination of centralized governance, difficult geography, financial overextension, and demographic collapse.

  • Xi has eliminated all potential successors and competent cadres through purges, leaving only him and the bureaucracy
  • China's difficult geography (southern coast cities, Yangzi River centers, North China Plain) requires either regional autonomy or hypercentral control, neither of which is durable
  • The combination of hypercentralized governance, demographic collapse, and financial overextension creates an unsustainable system that will collapse when Xi dies

The claims · ranked14 claims · weighted by value

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0.80

The southern coastal cities from Fuzhou to Guangzhou lack interior territory and local agricultural products, depend on supply chains from outside the Asian mainland (historically for 1500+ years), and have had infrastructure built only in the last 30 years

factualhigh valueestablishednovelty 2/4durability 4/4· Peter Zeihan

if you're in the series of cities on the southern coast roughly from fuan to Guang Joo you don't have an interior you don't have access to local Agricultural Product and you don't have access to one another what infrastructure exists in this area has been built just in the last 30 years and I don't mean to suggest it's not impressive by any standards it is but it's nothing like say being in the midwest or in Northern Germany where the land is flat and infrastructure is easy and so all these cities have their own individual identities and historically speaking all of them have gotten the majority of their calories going back, 1500 years from somewhere not on the Asian mainland

0.80

China's geography is difficult to govern because it contains varied geographic zones that historically looked to different parts of the world (or different parts of the country) for leadership and economic growth models

factualhigh valueestablishednovelty 2/4durability 4/4· Peter Zeihan

there's add problem here um and that's just the geography of China itself uh it is not an easy place to rule you have a lot of varied geographies that look to different parts of the world much less different parts of the country to for leadership and economic growth

0.78

The North China Plain (around the Yellow River) was historically too large to be governed by a single warlord until the industrial era, leading to a pattern of warlordism and conflict over waterworks, creating a nationalistic and militaristic culture

factualhigh valueestablishednovelty 1/4durability 4/4· Peter Zeihan

you got the north the North China playe around uh the Yellow River this is an area that is pretty flat and the problem is is it's just it's been too big historic ly speaking to be all under one power until the industrial era and so you would generally have Warlords trying to take over individual chunks of the territory and because this is also a flood and drought Throne area the Waterworks were necessary to maintain the population so when a warlord thought he was going to lose or wanted to launch an attack on a neighbor he'd go after the Waterworks anyway so you get this nationalistic militaristic North

0.71

Xi Jinping has imprisoned and executed his way into being a cult of personality with no successor or potential successor because he has purged the entire system of any ambition or competence

factualhigh valuecontestednovelty 2/4durability 3/4· Peter Zeihan

XI has um imprisoned and executed his way into being a cult of personality there is no successor there is no potential successor there is no upand cominging Cadre of people with Talent he has basically purged the entire system of any of ambition or competence

0.68

China is technically federal but has become functionally superunitary because Xi has purged all regional and local governments of anyone with capacity, making Beijing the only source of authority that matters

causalhigh valuecontestednovelty 2/4durability 3/4· Peter Zeihan

technically China's Federal but because of the purges and because of the control of the Communist Party it has basically become super unitary where everything that happens in Beijing is the only thing that matters cuz G has purged all of the regional local governments of anyone who has any capacity

0.68

There are two primary historical models for holding China together: either allowing regions as much autonomy as possible (which risks civil war, particularly in the north) or hyperconcentrating authority in Beijing under the emperor or Communist Party General Secretary

factualhigh valuecontestednovelty 2/4durability 3/4· Peter Zeihan

so you have to basically look at Chinese history from this point of view that there's kind of two models model number one is each region has as much autonomy as it can stomach and the whole thing spins apart and the North in particular falls into Civil War there's a reason why all of China's dynasties never last very long it's hard to hold this all together or you over over compensate the other direction and Hyper concentrate Authority in Beijing under the emperor or now under the Communist party's General Secretary and hold everything as tight as possible neither of them last for long

0.68

China's demographic situation is so bad that the country could collapse economically before any new government could theoretically rise on the other side of state dissolution

causalhigh valuecontestednovelty 2/4durability 3/4· Peter Zeihan

and because the demographic situation is so bad it's entirely feasible that we have a collapse in the country's ability to generate any economic activity of note uh before such time as something can theoretically rise on the other side of this

0.66

There are three primary governing system types: confederal (regions have more power than center, like Switzerland or Canada), federal (shared competence between national, regional, and local governments, like Germany or US), and unitary (national government sets all policy, like Russia, France, or Argentina)

definitionhigh valueestablishednovelty 1/4durability 4/4· Peter Zeihan

there are different sorts of governing systems um confederal federal and unitary uh confederal your regions have more power than the center so I think Switzerland or Canada in a federal system there's a shared competence among the national government the regional governments the local governments think Germany or may be the United States and then there are unitary systems where uh the national government basically sets all policy and everyone just has to go along with it uh that's Russia that is France that is Argentina

0.64

China is currently in a hypercentralized system under Xi while facing difficult geography, and Xi cannot survive much longer, creating a succession crisis with no qualified successor in the wings

factualhigh valueestablishednovelty 1/4durability 2/4· Peter Zeihan

well at the moment we are clearly having a hyper centralized system so we have a hyper centralized system in a geography that is difficult to govern but now everything's being all the decisions being made in Beijing we have a unary system because the party has eliminated everyone who isn't X and XI himself is not a spring chicken I mean he's not like Biden or Trump old but the dude can't be around for much longer and there's no one in the wings waiting to take over

0.56

When Xi dies, there will not be another government of China; instead, the country will face state dissolution because the hypercentralized system has no institutional depth or succession mechanism

forecasthigh valuefringenovelty 2/4durability 2/4· Peter Zeihan

so when XI dies however that happens there will not be another government of China we will be facing State dissolution

0.55

There is no middle ground between autonomy and hypercentral control that works well in China; confederal systems have led to friction and eventually conflict

factualhigh valuecontestednovelty 1/4durability 3/4· Peter Zeihan

unfortunately there's nothing in between that works really well either kind of a confederal system which is led to friction and eventually conflict among the various sections

0.53

The Chinese bureaucracy is now so controlled that it goes after patents and college dissertations to prevent anyone under age 25 from entering the system

factualhigh valuespeaker onlynovelty 3/4durability 2/4· Peter Zeihan

the bureaucracy now is going after things like patents and college dissertations so that no one who is under age 25 can even get into the system in the first place

0.50

The end of the Han ethnicity as a player in international affairs is feasible because by the end of this century there won't be many Han Chinese left due to demographic collapse

forecasthigh valuefringenovelty 2/4durability 2/4· Peter Zeihan

so we could we probably are looking at the end of the Han ethnicity as a player in international Affairs Because by the time we get to the end of this Century there aren't going to be a lot of them left

0.47

The Yangzi River region (from Shang to Junking, including Sichuan Province) functions as a discrete economic unit with distinct political and cultural identity comparable to having Detroit, Minneapolis, St. Louis, New Orleans, and Houston in one region

factualhigh valuespeaker onlynovelty 2/4durability 3/4· Peter Zeihan

then you got the center section from Shang up to Jun King there we go uh the San Province uh this is kind of the this is the area of the yangzi river this is kind of the Mississippi of China think of it that is Detroit and Minneapolis and St Louis and New Orleans and Houston allinone uh definitely a discret economic unit with discreet political and cultural identity