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HOT TAKE | Peter Zeihan Unveils China and India’s Challenges in Global Sourcing

Peter Zeihan emphasizes a shift in focus from reshoring or nearshoring to leveraging the advantages of the North American market. He highlights Mexico’s demographic advantages, with a younger workforce and higher consumption per person due to a later industrialization process.

Additionally, Zeihan underscores the logistical benefits of proximity, reducing the impact of international security issues and promoting a more manageable and familiar relationship. He suggests that the integration of Texas with Northern Mexico has played a significant role in the American growth story since 1992, indicating a promising trajectory for North American collaboration.

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