This is the stuff of COVID-19 pandemic nightmare. There isn't a way for the Chinese to avoid high mortality.
Gaseous O2 treatment is one of the predominant palliative treatments US physicians use to prevent deaths from COVID-19 while the disease ran its course in the...
1/8
Gaseous O2 treatment is one of the predominant palliative treatments US physicians use to prevent deaths from COVID-19 while the disease ran its course in the...
1/8
https://twitter.com/jenniferzeng97/status/1606368952870793216
...worst hospital cases.
China simply doesn't have the per capita medical infrastructure to match that performance.
And note, there were spot O2 shortages in Texas that impacted SpaceX's rocket operations in the worst US COVID-19 waves.
2/8
China simply doesn't have the per capita medical infrastructure to match that performance.
And note, there were spot O2 shortages in Texas that impacted SpaceX's rocket operations in the worst US COVID-19 waves.
2/8
This is where we are regards China:
"...You can ask me for anything you like, except time"
― Napoléon Bonaparte
Supply chains cannot s—t diamonds on demand.
There are always irreducible delays in supply chains that throwing lots of money and effort at simply won't...
3/8
"...You can ask me for anything you like, except time"
― Napoléon Bonaparte
Supply chains cannot s—t diamonds on demand.
There are always irreducible delays in supply chains that throwing lots of money and effort at simply won't...
3/8
...help to reduce.
US experience shows gaseous O2 lives in that kind of supply chain.
China may have a 2x or 3X bigger gaseous O2 manufacturing base, but it has a 1.3 billion people, not 300 million, population. Plus their people live in very dense neighborhoods compared
4/8
US experience shows gaseous O2 lives in that kind of supply chain.
China may have a 2x or 3X bigger gaseous O2 manufacturing base, but it has a 1.3 billion people, not 300 million, population. Plus their people live in very dense neighborhoods compared
4/8
...to the USA.
COVID-19 BF-7 variant has an R(0) of 10-18 and will to burn through those dense Chinese populations like a Southern California brush fire in a Santa Ana wind season.
Assuming 800 Million cases in China, and if they are seeing mortality of 2-5%...
5/8
COVID-19 BF-7 variant has an R(0) of 10-18 and will to burn through those dense Chinese populations like a Southern California brush fire in a Santa Ana wind season.
Assuming 800 Million cases in China, and if they are seeing mortality of 2-5%...
5/8
...China may well be burying up to 40 million people in this B-7 wave, or basically the population of Texas.
And 80 million long covid victims in China post "Let Her Rip" will be both a humanitarian & world economic supply chain disaster.
6/8
And 80 million long covid victims in China post "Let Her Rip" will be both a humanitarian & world economic supply chain disaster.
6/8
It will be very hard to ramp production and procurement of anything, let alone gaseous O2, with so many people sick & needing care.
Global supply chains are going to take a whiplash again.
7/8
Global supply chains are going to take a whiplash again.
7/8
"Going local/regional" on supply chains is now survival, whatever the inflationary spiral it causes.
Blackrock's multi-trillion dollar Global-China trade model portfolio is about to "take a negative value impact" larger than the annual GDP of a number of European nations.
8/8
Blackrock's multi-trillion dollar Global-China trade model portfolio is about to "take a negative value impact" larger than the annual GDP of a number of European nations.
8/8
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