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Why U.S. Manufacturing Is Crushing Europe
Dear Reader,
U.S. manufacturing PMI just hit 51.9.
Germany's at 48.4. France is still in contraction.
The gap is widening. If America copies what Europe did, we'll end up in the same death spiral.
Europe’s Industrial Suicide: As green policies cripple German and French factories, one American secret is creating an industrial renaissance. What is it?
The Reshoring Revolution: Discover the hidden force driving America’s manufacturing boom while Europe shuts down.
The Great Giveaway: How Europe’s climate obsession is handing manufacturing dominance to China, while America wins the race for volume, price, and power.
The REAL reason I'm not buying gold: It's not what you think. The secret is on page 57 of the Trump Files, and it could make you an extra $52,000 a year.
The Numbers Tell Everything
The latest S&P Global PMI readings tell the whole story.
U.S. manufacturing is expanding. This is the tenth expansion reading in the past 11 months. Sustained growth.
Germany's manufacturing PMI fell to 48.4. Contraction.
France remains below 50. Contraction.
The UK barely edged back to 50.2 after months of decline.
The United States is in broad-based expansion. Europe's industry is stuck in stagnation.
What Killed European Manufacturing
Net-zero emissions policy. That's the answer.
Europe handed industrial policy to activists obsessed with regulation, limits, and taxes. Not with growth. Not with competitiveness. Not with jobs.
The result? Manufacturing destruction.
The United States never did that. We focused on alternatives and proactive improvement. We didn't give activists control.
That's the difference.
New Orders and Pricing Power
U.S. new orders are in positive territory. Supporting output and employment.
Germany? New orders falling again. Sharp declines in export demand.
France? More than three years of demand weakness.
U.S. factories benefit from a large internal market. Reshoring-related demand. Things absent in Europe.
We're in a much better position to defend margins. Moderate input cost increases. Stable margins.
Germany and France? Weaker pricing power. Output prices under pressure.
Clear profitability advantage for U.S. manufacturers.
The Energy Cost Disaster
Here's what killed Europe.
High energy prices. Complex regulation. Climate-related policy obligations.
U.S. producers operate with competitive domestic energy. Flexible regulatory requirements.
So U.S. manufacturers maintain investment and job creation plans.
European firms? Just trying to survive. Rising regulatory burdens. Rising tax burdens. Focusing on cost cuts and capacity control.
Not growth. Survival.
How Net-Zero Destroyed Competitiveness
Europe's net-zero approach damaged energy-intensive industries.
Carbon pricing. A hidden tax with no positive impact. Renewable support surcharges. Stringent environmental restrictions.
All raising operating costs for manufacturers already facing higher energy prices than U.S. counterparts.
Germany's chemical, metal, and glass sectors got crushed. Expensive electricity and gas. Climate surcharges. Rapid phase-out of nuclear and conventional generation.
Margins destroyed. Investment plans destroyed.
France has nuclear power. Lower energy costs than Germany or UK. But still suffers from high network charges. Environmental taxes. Regulatory uncertainty.
UK manufacturers face carbon prices. Green levies. Planning barriers. Energy costs structurally higher than in the United States.
The Investment Gap
PwC studies show multinationals shifting investment to North America.
Why? When demand is weak in Europe, higher regulatory and energy costs can't be offset by higher prices.
So firms cut investment. Reduce capacity. Close plants.
The United States followed a tax-cut-driven approach. Energy transition without destroying cheap alternatives.
U.S. firms announce ongoing investment increases. Reshoring. Supply chain diversification. Technology.
Germany and France? Prolonged downturns. Weaker investment plans. Delays in projects.
Survival, not expansion.
The Environmental Reality
Here's what nobody wants to admit.
The United States reduced greenhouse gas emissions by 17% between 2005 and 2023.
The European Union reduced emissions by 20%.
Not that different.
But the U.S. did it without destroying its industrial fabric. Europe destroyed theirs for a 3% difference.
You can protect the environment without killing manufacturing. The U.S. proved it.
Europe's Fatal Mistake
Europe is handing the future of industry to China.
Under a misguided view of environmental protection. "Not in my backyard."
Other countries grow and improve environmental protection without abandoning strategic sectors.
Europe abandoned theirs.
While Europe destroys manufacturing, China grows stronger. Not playing by the same rules. Not imposing the same costs.
Europe handed them a gift. The U.S. is fighting back with reshoring and competitive policy.
Why America Is Winning
The U.S. manufacturing sector is winning on all fronts.
Volume. Pricing. Technology. Future capacity.
We focused industrial policy on alternatives and proactive improvement. Not on activists obsessed with regulation, limits, and taxes.
That's the difference between expansion and contraction. Between winning and losing.
The Warning
If you copy Germany, France, or the UK, you will face their stagnation and decline.
Not a theory. A fact.
They handed their future to activist politicians. Look what happened.
U.S. manufacturing is winning because we didn't do that. Don't start now.
What This Means
If you're investing, pay attention. Where is manufacturing growing?
U.S. manufacturing is expanding. European manufacturing is contracting.
That affects jobs. Wealth. Economic growth. Where capital flows. Where opportunities exist.
PMI above 50 means expansion. Below 50 means contraction.
U.S. at 51.9—expansion. Germany at 48.4—contraction. France below 50—contraction.
Numbers don't lie. Policy matters.
The Bottom Line
U.S. manufacturing is crushing Europe because we didn't hand industrial policy to activists.
We kept energy competitive. Regulations are flexible. Taxes are reasonable.
Europe did the opposite. Look at the results.
If America copies Europe's net-zero approach, we'll copy their manufacturing decline.
It's that simple.
Don't let activists destroy what's working. The data is clear. The choice is obvious.
Choose wisely.
Kiyosaki Unsensored
P.S. STOP! Don't You DARE Buy Gold Right Now.
I don't care if gold is at $4,100. I don't care if everyone says it's going to $5,000. If you buy gold now, you're making a costly mistake. There's a smarter play that could hand you 11X the profits. But the window closes on December 10th when a government meeting changes everything.