There is no indication that birth rates are going to stabilize, let alone recover, anywhere. Only Israel and Georgia (?) look like even half-way exceptions.
Unless they drastically and rapidly change, the 21st century will be the century of unbelievable aging and depopulation.
Based on these latest fertility numbers, we can expect the drop in new people in 100 years to be the following: USA (-47%), France (-46%), Russia (-65%), Germany (-68%), Italy (-78%), Japan (-81%), China (-88%), Thailand (-89%).
Turkey, UK, Mexico, etc. all similar.
People haven't really integrated what this means for our civilization, industrial society, and the progress of history because it's too big to wrap your head around.
I think what it means is that our civilization is about to collapse. Meaning sometime before 2200.
It is in every practical sense numerically *impossible* for immigration to fix this. You can't "make up the difference" with immigration when the difference is 50%+ of an entire generation. Especially not if you're China or the EU and your shortfall is in 100s of millions.
People still haven't updated on how rapidly fertility rates in the developing world are falling either. In 2022 already, Brazil was at 1.6, Mexico 1.8, India 2.0, Turkey 1.9, etc.
Numbers above say *Chile* is now at *0.88.* Thailand is at 0.95! What is happening!
The Danish population of Denmark hasn't changed a whit since 1980—44 years ago, or, you know, half a century.
The entire population growth in Denmark since 1980 has been immigrants. I bet this holds for many other countries too. Which means...
...the entire functioning of the quasi-redistributive quasi-capitalist system we have in Europe and North America has been subsidized by immigration for half a century already, while the previous population has stagnated and aged.
The system has been non-functional for decades.
There is no way to sustain the stack of institutions behind our version of modern industrial society when the next generations are collapsing by 50%+. It is as numerically impossible as throwing more immigrants at the problem. The math doesn't add up.
There is a strong psychological need to believe in utopian or apocalyptic visions of the near future, like AI doom/acc or imminent WW3 or ecological catastrophe, because the alternative is staring our incomprehensibly pathetic civilizational population collapse in the face.
I don't expect the dead players and bureaucrats to leap at opportunities for reform, but I think it's a catastrophic distraction for live players and independent thinkers, especially in tech, to forget that the straightforward solution is societal reform.
The solution isn't to hope we can build an AI who will solve all our problems for us or subsidize our incoherent, sociobiologically insolvent system with our wacky technology, the solution is coming up with a new, functional plan for organizing industrial societies.
People used to think that surely the low fertility rates of Asia would stabilize at, like, 1.1 at absolute minimum.
Nope. South Korea (population of 50 million) is now at 0.68. Others following. As @SamoBurja says, no reason not to expect 0.0 TFR societies in the near future.
If we fumble a much-needed reform of industrial society by 2100 or so, I think we miss our opportunity to establish permanent settlements in the Solar System and thus our chance at the stars down the line. It closes the book on that for us. Maybe in another 1000 years.
Everyone proposing to save the day with robots, AI, artificial wombs, longevity, or whatever other speculative wacky tech solution is proposing to do a great favor to the bad and broken system that brought us here.
The system needs reform, not more subsidy. Ideas, not tech.
The global economy and industrial/post-industrial standard of living, and all its attendant social norms, relies on a tremendous scale of population to be viable.
I don't think it's viable anymore when South Korea has 5 million people instead of 50 million.
I'm working on what I think will be a solution to industrial civilization's fertility problem. It's not a quick or easy problem. I published the first piece here in @palladiummag:
Also worth reading (and subscribing to!) @bismarckanlys Brief, which investigated India's rapidly falling fertility rates and near-future population stagnation here: brief.bismarckanalysis.com/p/fewer-than-o…
There is a personal upside to civilization-scale population collapse. If you are one of the few people to prioritize high fertility, your children and grandchildren will inherit a world:
Unfounded hope that fertility is a self-correcting problem, yet as @Empty_America is fond of pointing out, falling populations congregate in low-fertility cities even harder. They don't spread out to areas with cheap homes and fruitfully multiply!
If cheap homes attracted young people who automatically used them to be fecund according to some Malthusian logic, it would have happened already in places like rural America or Italy. The opposite is happening.
If you enjoyed these insights or wish to support further research on solving the problems raised herein, I warmly invite you to become a paid subscriber to @bismarckanlys Brief.
One underexplored aspect of the population collapse crisis is how many developing countries simply have fraudulent population numbers for various reasons.
Nigeria's population may be overstated by as much as double.
Every week, Bismarck Brief sends paid subscribers a new in-depth investigation of the strategy of a key institution, industry, or influential individual, from China to Silicon Valley.
Finding solutions to civilization-scale threats like the imminent demographic collapse is part of our daily work at @bismarckanlys. Make sure to follow our founder and president @SamoBurja and my colleagues @benlandautaylor and @RianCFFWhitton to stay up to date on our work!
Indeed. We could call the current demographic collapse trajectory "the Thanos Plan." Many think it will turn out very well, strangely enough. But maybe we shouldn't Thanos ourselves.
I agree with the general point, but I don't believe this caused Japan's stagnation: in Japan's case, its centrally-coordinated economy ran out of technological industries to copy by ~1980 and then the whole economy saw succession failure as the WWII-era generation died off.
Japan's growth was driven by a kind of centrally-planned dynamism overseen by a generation of unusual talents and experiences, most of whom were adults before WWII even began.
And they stayed in charge unusually long, and lived unusually long, dying at 90+ years of age.
These guys just failed succession and nobody has tried to reform the ossified economy since them. And in a way perhaps they don't even want to, because they place the goal of maintaining a peaceful and wealthy Japan above the goal of growth or disruption.
Reindustrialization will not mean sewing shoes in a sweatshop. It will mean crash courses in entrepreneurship and working with hardware, and lots of careers managing factories, designing physical products and infrastructure, and skilled labor working with robots. A real economy.
Reindustrialization will mean every Zoomer and Millennial spinning up their own factory and running a YouTube channel where they show off their latest inventions and products.
This is literally how it works in China right now with TikTok!
This is not commentary on the meme tariffs. But it is commentary on the people talking as if a fake economy is a good thing and a modern industrial economy is a bad thing.
An impression I get is the shift to electric vehicles means all auto makers will become obsolete and commodified "wrappers" around batteries, since until now they were more like "engine" companies than car companies. Therefore only battery makers matter now. Right or wrong?
The deeply uncomfortable implication of this, if true, is that the only car company that will definitely matter in the future is China's CATL, which is of course a battery manufacturer that supplies half the world's auto batteries. Notably Tesla is trying to make their own too.
You can still have a million different "car companies" in this world, but they will have become brand/design/marketing operations based on batteries made by someone else, rather than independent industrial organizations with technical jobs and expertise.
The reason college admissions discourse is so emotionally charged is most of the social elite economy consists of cushy fake jobs and those are scarce and just straightforwardly gated and effectively doled out by the top universities. They decide who gets to eat, and how much.
In other words, "a class system." It sounds sinister and immoral until you realize it's the default of all human societies; an economically dynamic society with upward mobility where anyone can just "do real work" and reap commensurate rewards is the rare exception.
95% of people, including competent, smart, talented, and wealthy people, just have no idea what to do with their lives and talents. They don't have a startup idea or new philosophy. They just want to contribute to society and live well for it. Admissions decides who lives well.
It seems like the U.S. broke a taboo against using lawfare against political candidates to manipulate electoral outcomes, and quickly Romania and now France are following suit. This used to be typical of the likes of Brazil or Russia, but will now become typical of the West too.
We are in the process of finding out that what looked from the outside like a sincere bipartisan commitment to the impartial institutions of democracy in the West was really just a fragile but comprehensive consensus among social, intellectual, and administrative elites...
...as this consensus breaks down and live players explore new paths for society, it will turn out that honest implementation of democratic procedure and impartial application of lawful rights are actually now arenas of conflict. Impartiality optional. We are going to miss it.
I don't think subsidizing pubs and small businesses in villages under <2000 people is going to preserve Hungarian social fabric or raise the Hungarian birth rate. In fact it just seems like another social-democratic wealth transfer to the old, but with conservative branding.
My critique of Hungary's fertility policies is that they are implicitly and explicitly asking young Hungarians to be low-status: live in a cheap newly-built house in the middle of nowhere, buy a used minivan, and now spend your time at the local government-subsidized pub...
This is not a fertility policy program based on science, engagement with actual fertile youths, or creative thinking of how to solve this global problem, but based on stereotypical Boomer-brained ideas of how the youth *should* behave. Which are in fact hostile to the youth...