Both feet are in the mud
Recently, the conflict in the Middle East has escalated, and it seems that it is in full swing.
Maybe some friends think that it has nothing to do with us, but in fact, it has a lot to do.
Why did the Houthis attack European and American merchant ships passing by? Because they allowed Israel to surround and beat the Palestinian civilians, they drew their swords against them, which can be described as a righteous action.
As a result, China and many other countries have asked the United States not to favor Israel so much, and the double standard of the United States has come again
The Israeli-Palestinian conflict has nothing to do with the Houthis' attacks on merchant ships in the Red Sea, and the Houthis are the villains and the United States wants to beat them.
The problem is that the Houthis have made it clear that they are supporting Palestine!
Essentially, there is no way for Biden to convince Israel to abandon his current aggressive actions, which Israel has fought for so long and has not won.
More critically, in order to support Israel, the United States transferred the ammunition originally given to Ukraine to Israel, which made Ukraine directly affected and encouraged Russia.
Are you talking about chaos?! If we continue like this, the global geopolitical conflict will really have the scenery of our five generations and ten countries.
In fact, the impact of this matter on the global ** chain is very large.
The Red Sea is directly connected to the Suez Canal, which is a key hub for the world's most important line "Asia-Europe".
Now things are like this, freight rates have skyrocketed, and a large number of ships have to make a detour through the Cape of Good Hope in Africa, which has extended the delivery cycle by 2 to 3 weeks.
Therefore, this wave of the European economy is again an important target for blowing. (Why is it that it's old Europe that is unlucky every time?) ）
Since the ships of global shipping companies are shared with each other, this means that the US line will also be affected, including the return of empty containers in many places. That there is no empty container in a loop, how do you transport it by ship?
It must be noted that this incident also has a great impact on China's exports, and we have suffered indirect damage.
Even so, the United States has pulled a large number of junior brothers, but it still has not dealt with the Houthis.
On the contrary, many US bases in the Middle East have been attacked, and we originally thought that we could pull all the US military forces in the Middle East away to concentrate on dealing with us.
So, a lot of times, what exactly is the fortune of the country? It's like a person's fortune, when good things come, they can't be stopped.
If it weren't for the United States' reckless militarism in this century, how easy would it be for us to rise in an all-round way and reach today's heights?
Now Iraq is half Iraqi and half is controlled by the United States.
Why is the United States still there? Stealing oil, how high it is.
While accusing Russia of violating Ukraine's sovereignty, it itself has violated the sovereignty of other countries more than anyone else.
So, values? You can't refute it yet, if you want to refute it, people will say that you are a bad guy in Russia. This is the hypocrisy of the United States today!
In fact, Biden's focus on Russia in 2022 is indeed a mistake.
Especially the smooth beginning, let the entire developed country collectively go up, add too much, and now it is very passive.
It is impossible to say that this wave of Russia has not "pointed" in the Middle East.
Russia is now even chubby, eager to make trouble in all the unpleasant geopolitical areas of the United States, which makes Biden a headache.
At present, the escalation of the conflict in the Middle East is becoming more and more exaggerated, and there is no sign of a solution in sight.
Therefore, it is difficult for us to imagine how much strength the United States still has to play the game of southeast with us in the coastal stud.
You must know that the entire industrial chain of our manufacturing industry has really entered a wartime state, then every factory can be an arsenal, and the production capacity of artillery shells can crush Russia, and now Russia's artillery production capacity has actually crushed the entire group of developed countries.
This relatively fragile check and balance puts us at a certain advantage.
This also reminds us that the impact of the chaos in the Middle East in the economic field is the most critical at the moment.
The more the United States supports Israel, the more chaotic the Middle East becomes; The more chaotic the Middle East is, the more disorderly the global chain system will be, the lower the economic benefits, the higher the cost, and the inflation will be topped. If it really takes so many months to go back and forth, won't a new wave of global inflation be coming again?! Isn't there another wave of income to be affected?!
And what about the United States? 2024** is imminent, and Trump is riding the dust.
The lesser of two evils, releasing water to stabilize the overall situation is the first. As for inflation, drag it out for a moment, and we'll talk about that later.
The problem is that the real Chinese economy is starting to recover, and China is also going to export inflation to the world. With such resonance, how far is the new wave of global stagflation?
Moreover, how many armed forces in the Middle East will be involved in conflicts in the future?
How long can the inventory of finished goods in Europe last? The extension of the freight cycle will significantly accelerate the digestion of inventory.
At this time, if the United States wants to deal with the Houthis in the Red Sea, it will also lose a lot. After all, this is a rabble, and the means of striking by the United States are all very expensive.
A world empire actually plays its own field like this, cow?!
Frankly speaking, this matter is also a big loss for us.
However, from the perspective of geopolitical cooperation, it provides the possibility for China to enter the Middle East, which was originally a field for the Americans.
Now that everyone is overwhelmed by the historical stage where the dividends of the technological revolution have disappeared, no one wants to let go of the opportunity to make money.
Looking at the behavior of the Saudi crown prince is a good example.
On the other hand, there are so many overseas risks at present, which will also strengthen our continued promotion of "domestic circulation, supplemented by domestic and international dual circulation".
It's not about whether you want to or not, it's that you don't have a choice.
The outside ** chain is becoming more and more unreliable, and if it continues to develop the economy according to the logic of the division of labor in the previous era of globalization, and it must be called a "market economy", it is tantamount to suicidal behavior.
Needless to say, why does the United States engage in offshore outsourcing? Why is the United States pulling semiconductors back? If you look at the reasons given by the U.S. Congress over the past few years, one of the most important is the uneasiness about globalization now, and the greater uneasiness.
Therefore, we also expect that the domestic upgrade of the whole industrial chain on a larger scale, the international division of labor into the domestic division of labor, and the construction of a complete range of manufacturing ecological chains in China at the expense of large debts will only become urgent because of these geopolitical conflicts.
As a "black hole" of the global industry, as long as we continue to do so, it is equivalent to "deindustrialization" of other countries.
Because, as long as any industry enters China, it is almost difficult to be transferred out.
At this time, the United States wants to engage in the return of manufacturing in the country and completely cut off economic and trade relations with us, and the policy dilemma is very obvious.
The reshoring of manufacturing is impossible, the outsourcing of friendly shores is unsuccessful, and the income of low- and middle-income families is damaged, so monetary easing stimulus is inevitable; However, these impossibilities, these unsuccessful, and these subsidies will cause high inflation, and that can only be endured, and there is no way at all.
As a result, the United States' strategic layout toward us will be disrupted, and the United States' thinking on containing us will face an unprecedented test.
From a geopolitical point of view, the middle ground of the entire Eurasian continent is not India, but the Middle East. At the very least, that's the case at this stage.
India is surrounded by a large number of island countries and ports, such as the boss of the Maldives, who recently visited us. It is not so simple for India to completely lock down this region.
The Middle East, however, is a completely different story.
There is oil and gas, a financial system tied to the dollar, and the production capacity of manufacturing countries.
There is the Suez Canal, which directly determines the division of labor and cooperation between China and Europe, and determines the operational efficiency of the global manufacturing system.
It is the node of the Belt and Road Initiative, and it is the key hub for us to enter Africa, and it is the gateway to seize the dominance of Africa's minerals.
When the Middle East generally has an extremely negative view of Israel and the United States, even if we do not have the ability to give orders to the Middle East, there is room for arbitrage.
Many economies in the Middle East are "too big to fail", such as Egypt, which already owes more than $100 billion in foreign debt, and the international community still needs to help.
The door of opportunity for China to fully control the market in this positive region and turn these traditional economic maps of the United States into ours has been completely opened.
This also means that it is becoming more and more difficult for the United States to rely on foreign harvesting to launder its debts, because the economic territory has become smaller.
Therefore, maintaining long-term monetary easing and increasing the weight is something that has to be done.
Just ask you if this era is "exciting"?
But if it's not "wonderful", it's "dragons give birth to dragons, phoenixes give birth to phoenixes, and the sons of mice will make holes". Only "wonderful" can we have a chance to win in chaos.
If you have the opportunity, you can go to the Internet to search for the infrastructure progress of New Cairo, Egypt today, all of which are done by us Chinese.
A potential world empire, a super manufacturing empire with 28%+ of global manufacturing added value, no one will believe it if you say it has no potential!!
If we really don't have the potential, then why is the United States still speaking ill of us now? Isn't that the best endorsement?!
Your enemy, perhaps many times, knows you better than you do, otherwise he would not be a qualified enemy.