Why Germany Wants a Divorce With China

4 comments

1. Another overdramatic headline.

   Yes, The German government want to diversify, but not a full decouple. While major German companies want the opposite.

   BASF is building a €10 billion mega-complex in southern China, and Volkswagen is investing billions more into China to keep up with local EV competitors. They’re doubling down on China, which is exactly what the CCP wants.

   German is in a bind but this is completely their own doing. Being reliant on Russian energy, America for security, and China for critical raw materials.

2. If Germany loses auto manufacturing it will be a mistake of historic importance.

3. Germany and China are natural long term competitors. They don’t have the demographics to sustain consumption led growth and increasingly produce similar products. 

4. Wow, surprising. It’s almost like Germany is realizing that they’ve been getting win-win’d, and that the water bottles they’ve been drinking to quench thirst, that the friendly CCP have been providing with best fake smiles, have been more salty than they should, just like Japan and Taiwan have also been realizing, among others.

   Who doesn’t love the CCP’s policy of selling your own stuffs back to you, to itself, and to the world for its own profit, making you become dependent on it for your own stuffs, and then impose geopolitical costs when the time comes, and play victim/guilt trip when the ability to do so is denied/limited?

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