zlacker

China needs Europe to support its export economy because there will never be enough domestic demand to prevent a deflationary spiral. Europe is a rational actor China can expect to act rationally in trade, and Europe can benefit from that.

The US has nothing to offer Europe except LNG that Europe cannot produce itself, or obtain from China at better price or quality. Canada has ~200 years of LNG reserves and can ship to Europe from LNG Canada.

https://tradingeconomics.com/european-union/imports/united-s...

https://ember-energy.org/data/china-cleantech-exports-data-e...

The True Cost of China's Falling Prices - >>45876691 - November 2025

https://www.foreignaffairs.com/united-states/americas-self-d...

> In 1995, China accounted for less than five percent of global manufacturing output. By 2010, that number had jumped to around a quarter, and today it stands at nearly a third.

>>toomuc+(OP)
China is not exporting LNG at all, did you mean Canada?

The US is still a very large and attractive market for European exporters, and it would at the very least substantially least hurt Europeans if they had to fully substitute the US with China as a trade partner.

>>myrmid+z5
Apologies if my phrasing was not concise. The idea I intended to communication was "Europe can get all the LNG they want from Canada, and anything manufactured from China."

To your point about the US market, I would put forth the size of China, India, and Africa as import markets for Europe. The population of the US is ~343M, ~745M is Europe, while that of China, India, and Africa combined is ~4.6B (as of this comment, rough proxy for total addressable markets). Admittedly the latter are at various stages of development, but I am of a strong opinion they can replace the US considering demographics, proximity, rate of development and purchasing power increasing, etc. International equities have already outperformed the S&P500 this year, so this may happen faster than we might expect. China is not as quite as wealthy as the US, but India and Africa are the last of global emerging markets and where the economic growth future of the world is. Do you configure and target your export economy for growing markets? Or declining markets?

Citations:

https://bsky.app/profile/carlquintanilla.bsky.social/post/3m... | https://archive.today/P2HxS ("International stocks are outperforming the S&P 500 by the widest margin in 16 years.") - November 12th, 2025

Goldman Strategists See US Stocks Lagging All Peers Next Decade - https://www.bloomberg.com/news/articles/2025-11-12/goldman-s... | https://archive.today/aINUx - November 12th, 2025

>>44769439

>>44455077

>>toomuc+(OP)
> The US has nothing to offer Europe except LNG that Europe cannot produce itself, or obtain from China at better price or quality. Canada has ~200 years of LNG reserves and can ship to Europe from LNG Canada.

This line here makes it clear to me you've never really researched any of this. Canada doesn't have the ability to export that to anywhere but the USA and refuses to even consider building another pipeline.

>>tick_t+XB
https://www.shell.com/news-and-insights/our-stories/lng-cana... ("July 1, 2025: With production underway in Kitimat on Canada’s west coast, LNG Canada connects natural gas from British Columbia to Asian markets. Explore the project with our interactive map, read about the extraordinary engineering behind LNG Canada, and watch the videos to learn more about LNG.")

https://en.wikipedia.org/wiki/LNG_Canada

https://www.gem.wiki/LNG_Canada_Terminal

https://www.lngcanada.ca/

>>43322266

https://www.cer-rec.gc.ca/en/data-analysis/facilities-we-reg...

https://www.politico.eu/article/canada-lng-europe-tim-hodgso...

(commodity market participant)

>>toomuc+ob
Additional citation:

How the Rest of the World Is Moving on From Trump’s ‘America First’ - https://www.bloomberg.com/news/newsletters/2025-11-15/the-wo... | https://archive.today/m67tK - November 15th, 2025