Interesting summary. Not sure about European Ciro's replacing US Chinese exits though. The US are shipping out their trade tariff/sanction tool on tech companies, just ask the Dutch semi corp. These sanctions just quicken self reliance and now we see the Chinese catching up on these wafer thin semi's, not quite matching leader TSMC, just a matter of time.
China-Russia is establishing their own trade complimentary eco system. That may change in the next war with its largest trading partner. Just too many moving pieces to gauge the future in the middle of recession or stagflation conditions.
Russia Ukraine war, page-91984
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