Demographics Now and Then
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Demographics Now and Then
The Americas are on the cusp of powering down demographically. This will put a number of very major economies in a serious bind economically. Brazil, Argentina & Colombia will face labor shortages & mass migration to the U.S. will hollow out El Salvador,โ€ฆ
Btw the TFR estimates here are also overly optimistic. Colombia, Argentina, Brazil etc all lower. By 2050 these three countries alone will probably be seeking 600,000 migrants from neighboring countries annually. This will hollow out Paraguay & Bolivia incredibly quickly.
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Vietnam is one of the strongest countries demographically in Southeast Asia & a major source of immigrants for the US, Australia, Japan, Canada, Taiwan, South Korea & Taiwan. While 1.95 is still very healthy a fall to 1.7 or below would be disastrous for them & the wider region.

In addition, numerous neighbors (from Taiwan to Japan to Korea) have relocated manufacturing and jobs to Vietnam. If skilled labor becomes scarcer and more expensive this would have profound long term supply chain consequences.
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Cash โ€œBaby Bonusesโ€ have an absolutely terrible track record. South Korea, Japan, Hong Kong, & Taiwan have spent billions for no significant result. In Europe such policies have also been mostly ineffective. Hard to solve a cultural problem with cash. https://t.co/AE9tu1O7vs
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๐Ÿ‡ฐ๐Ÿ‡ฟ๐Ÿ‘ถ Not a bad result for Kazakhstan in 2023. Birthsโฌ‡๏ธ3.3% but TFR still maintained at ~3.0. Kazakhstan enters 2024 as a fairly prosperous nation of 20 million with enviable demographics, a GDP per capita (PPP) of $33,120 & has seen the titular nation recover to be 70% of population.

Kazakhstan has also repatriated 1,128,000 ethnic Kazakhs from neighboring countries since 1991. Remember that in 1897 83% of the territory was ethnic Kazakh then it fell to just 37% in the 1930s after the Asharshylyk (Goloshchyokin genocide) & is now 70% today.
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The West cannot replicate Israeli TFR levels (for now) for 2 main reasons:

1.) Strong nationalism (a major factor boosting secular Israeli TFR) is simply not tolerated by most western elites.
2.) Israel has a huge high TFR ultra religious minority of 13.5% of total population.

Thats why Iโ€™ve said demographics Twitterโ€™s (and Telegramโ€™s) obsession with learning lessons from Israel makes little sense. Israel has a national ideology that closely ties nationalism to pronatalism. Not one western country truly has that. Amish, Laestadians etc also less than 1% pop in most.
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๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‘ถ Russia births have been much better than expected with a drop of only 3% for the first 10 months of 2023. Births for 2023 are likely to be above 1,250,000 & will probably be between 1,180,000 & 1,220,000 next year. Not great but certainly not terrible.
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๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‘ถ China has a last chance cohort born from 1985-1994. The oldest are turning 39 this year & the youngest 30. If there is not a huge rebound in births in 2024 for the Dragon Year (as there was in 2012 Dragon Year) then it seems doubtful China will maximize this cohorts potential.
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Jakarta leading Indonesian TFR lower. Though at a far less dramatic rate than Manila is for the Philippines. Indonesia may still be above 2.0 nationally & Jakarta likely above 1.6. Still, a warning of things to come. Indonesia though has a social movement against low TFR.
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By 2030 we may get to more than half the annual mass migration levels envisioned in @mattyglesias book One Billion Americans. There is nothing on the table by elites of either party to push against this. Remember Reagan (in the 1980s) gave amnesty to 3M & GWB wanted the same.

Nikki Haley already sounds friendly to the idea of amnesty. Biden obviously would like an amnesty for at least 13 million of the up to 20 million undocumented immigrants in the United States. Trump unlikely to change status quo either. Just telling it like it is.
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The Netherlands likely saw just ~165,000 births in 2023. The lowest level since 1919. TFR dropped to a record low of sub 1.45. TFR of ethnic Dutch/Nederlanders likely lower than that for immigrants. Ethnic Dutch (& Frisian) population hasโฌ‡๏ธfrom ~80% in 2010 to sub 75% now.

So in short the Netherlands just witnessed fewer briths last year than it has in more than a century despite having a population today that is well over twice as large (~18 million in 2024 vs ~6.8 million in 1919) as it was then.
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This graphic from Libรฉration does a great job illustrating the past century+ of the French demographic story. France will likely not regain the birth heights of the boom era or even the 2000s & early 2010s. Even immigrant TFR has fallen. Sub 700,000 births could become the norm.
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๐Ÿ‡น๐Ÿ‡ผ๐Ÿ‘ถTaiwan full birth numbers for 2023 are in! Births fell to 135,571, a drop of 2.46% against 2022 births. TFR likely ~0.85. Natural decline ~70,000. The last year of their last chance cohort is 1997 so time is running out for a significant turnaround in the short to mid term.
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House prices not the determining factor behind falling TFR but are certainly a significant contributing one. Lithuania saw TFR fall to an all time low in 2023, Estonia fell ~8% to ~1.3. But worth mentioning Greece (which saw house prices+rents โฌ‡๏ธ) saw births fall 6+%.
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This will be a momentous year demographically if births donโ€™t rise dramatically (by which I mean by ~10% or more) in the PRC, Taiwan, & Singapore. Last Dragon Year (2012) births got a substantial boost. We will soon find out if the year still resonates for โฌ†๏ธ births.

By the way even if births increase by 10% for ethnic Chinese in all three of these countries it will still be below 1.0 in Taiwan, around 1.0 for ethnic Chinese Malaysians, & just above 1.0 in the PRC. So not a game changer (especially if births just drop back in 2025).
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During 1980 the Mariel boatlift led to 125,000 Cubans entering the U.S. in just six months. It was considered a massive influx. In December of 2023 well over twice that many undocumented migrants entered the U.S. at the Southern Border in a single month.

https://t.co/bVVNpEzPm1
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Hungaryโ€™s demographic road ahead will be even more challenging as the 1998-2023 cohort saw less than 100,000 annual births every year. Even if Hungary could get TFR up to 1.8 by 2030 births would still be around the same level as 2023. This is unfortunate.
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Unlike India we only need to feed 336 million and can export A LoT of food. US is incredibly blessed. In croplands, natural resources, population size (particularly young population size),& geography which protects us from foes. Yet our policymakers squander these advantages.
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Many seem to be taking the 1.38 DPRK fertility rate as fact. Yes, they were likely exaggerating the 1.8 TFR but the 1.38 came from the South Korean Central Bank & was gleaned from defectors. Could be true but I would take it with a grain of salt: https://news.yahoo.com/north-korea-fertility-rate-plummets-165726405.html
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