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DISENGAGEMENT: PART V Supply Chains and Security By Evan Anderson
Click to review SNS: Disengagement: An Introduction (9/23/21); Part I: The Economics of a Secure Future (10/22/21); Part II: The Cost of Trade (11/10/21); Part III: Tech at War (1/19/22); and Part IV: Conflicts of Interest, Conflicts of Finance (2/9/22).
"The amateurs discuss tactics; the professionals discuss logistics." - Variously attributed to Napoleon Bonaparte, Gen. Omar Bradley, or ... "Let our advance worrying become advance thinking and planning." - Winston Churchill In "SNS: Part IV: Conflicts of Interest, Conflicts of Finance," we covered the ways in which the Western financial system has been co-opted to finance the activities of the People's Republic of China (PRC). It's hard to overstate the danger of financing one's self-declared adversaries. In so doing, financiers help to prop up interests and industries in the PRC that are also critical to the supply chains of most of the key goods and technologies the United States and its allies must be able to produce to ensure ongoing security. While there are many pieces to the Disengagement puzzle, it bears repeating that security of supply is critical in both the medium- and the long-term. Without secure supply chains, other assurances of national "security" are lies. Here, we'll cover some of the most important ways that this plays out in economics and national security. We will also describe the problems and areas of opportunity involved in re-securing the supply chains of both the US and the world from Chinese malpractice, market cornering, and other economic-warfare tactics. We will highlight three key areas of PRC supply-chain control - pandemic, current industries, and future industries - that threaten the security of the United States and its allies, before analyzing what can be done about the situation.
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