The relationship between the U.S. and China will impact the world’s supply chains for decades to come and therefore investors need to be aware of the dynamics. This interview with Phillip Orchard from Geopolitical Futures - a Geopolitical forecasting firm - features discussion about Taiwan’s microchip industry, the rare earth supply chain, Chinese military threats against Taiwan and its relationship with India

• Taiwan’s is the dominant producer of broad use microchips in the world. What challenges does this create for the U.S. supply chain? Turns out the process of making microchips takes a lot of water and Taiwan is under drought conditions?
• Taiwan was once under the control of Chinese leaders and all indicators are they want it back. What are the realistic chances of China taking over Taiwan via a military action?
• Rare earths elements are crucial ingredients in computers, cell phones and the F35 fighter. China is the world leader in supply and over that past 10yrs has weaponized them in the global supply chain. Does this mean the U.S. and others are reshoring rare earth production?
• China has the largest Naval fleet in the world but what kind of military actions is it capable of? Historically, China is land power so many questions remain as to their largely untested Naval capabilities.
• What is the historic relationship between China and India?

Read Full Interview Transcript at: https://olderaleighfinancial.com/stories-from-the-stacks-a-soundtrack-to-an-investment-advisors-life-episode-5-with-phillip-orchard-from-geopolitical-futures/

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