EXCELSIOR CAPITAL PRESENTS

Deindustrialization: Opportunity or Threat?

In this episode, Brian examines the phenomenon of deindustrialization and discusses its implications on global economies.
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Podcast: Deindustrialization – Opportunity or Threat?

In this episode, Brian examines the phenomenon of deindustrialization and discusses its implications on global economies. Brian provides an overview of the concept and its impacts, including increased energy prices, disrupted global supply chains, and the need for European producers to adapt their cost structures quickly. He then dives into how these factors have impacted Germany, one of the largest economies in the world. We also discuss the potential for reshoring manufacturing jobs to the United States, with a focus on the Midwest region.

Key Highlights

[00:01 – 00:59] Opening Segment

[01:00 – 07:15] Examining the Impact of De-Industrialization and Reshoring Manufacturing in the Global Economy

  • De-industrialization is a long-term decline in the output of manufactured goods
  • De-industrialization is a natural outcome of the maturation of industry, technology, and productivity
  • Over the past 25 years, employment in manufacturing has fallen dramatically in advanced economies
  • Germany made a risky bet on cheap energy from Russia and consumer demand from China
  • The location of manufacturing will shift due to deindustrialization, de-globalization, depopulation, and decoupling
  • Real estate, industrial infrastructure, and transportation infrastructure in place to nearshore/restore a large portion of manufacturing back to the US

[07:16 – 07:55] Closing Segment

Additional Links:

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/ 

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