SATISH SHARMA - not just Rotigraphy.: Let’s talk "overcapacity" in real terms: The U.S. prints trillions in fiat dollars, then exports inflation to the world.

https://x.com/nxt888/status/1985036861283451238

Sony Thăng

Let’s talk "overcapacity" in real terms: The U.S. prints trillions in fiat dollars, then exports inflation to the world. Is that not overcapacity in money and risk? The U.S. floods the globe with weapons, tech monopolies, and debt. Nobody calls it overcapacity, because empire defines the terms. China builds EVs, solar panels, and ships. The U.S. builds financial crises and aircraft carriers. Who is supplying "what the world needs," and who is offloading the cost of its own dominance? The reason Washington attacks "overcapacity" is simple: China can outcompete America at production, price, and scale, so the U.S. tries to win by moving the goalposts. If China produces too little, it’s "backward." If China produces too much, it’s "a threat." When the U.S. oversupplies the world with financialized services, that’s "innovation." Who gets to define the "problem"? The empire that’s losing its grip. Who gets pathologized for success? The country building what the West can no longer build, faster, cheaper, and for more of humanity.

Quote

Sari Arho Havrén

@SariArhoHavren

18h

I hope this is not what Cambridge teaches in economics. The post below, of course, is economically misleading. Population is not a relevant benchmark for exports as it implies that China cannot have “overcapacity” because its exports are less than its population share, while

4:30 AM · Nov 3, 2025

6,181

Views

https://x.com/nxt888/status/1985036861283451238