Prediction record

Misseconomy

China's manufacturing sector will be effectively offline for at least three to four months from mid-December 2022 as the COVID wave spreads through the population.

A scored record for Peter Zeihan, made on .

VideoPrimary sourceeconomygeopolitics

Scored record

Misseconomy

China being offline from a manufacturing point of view for at least the next three or four months because it will take them that long for this current version of covid to boil through the population

China's manufacturing sector will be effectively offline for at least three to four months from mid-December 2022 as the COVID wave spreads through the population.

Made on
2022-12-14
Outcome
Miss
Importance
4 / 5
Contribution
-1.78

Criterion

Resolution status
resolved
Resolved on
2023-04-14

TRUE if Chinese manufacturing output/activity was severely depressed (effectively offline) for a stretch of at least ~3-4 months beginning mid-December 2022 due to the COVID wave; FALSE if manufacturing largely continued or recovered well before ~3 months.

Decisively contradicted on the written criterion. The COVID-driven disruption to Chinese manufacturing was on the order of weeks (peak Dec 2022-early Jan 2023), with PMI back in expansion by Jan 2023 and positive YoY industrial/manufacturing output growth over Jan-Feb 2023. There was no ~3-4-month stretch of manufacturing being 'effectively offline' beginning mid-December 2022. (Note: one secondary search returned a +6.3% Jan-Feb figure; the authoritative NBS release gives +2.4% total / +2.1% manufacturing — both show growth, so the conclusion is unchanged.) Direction of evidence (not scored here): supports the prediction as FALSE.

Sources

  • COVID: China's Problem Child

    YouTube ·

    Source

Outcome evidence

  • China's official NBS manufacturing PMI rebounded into EXPANSION at 50.1 in January 2023 (above the 50 threshold) as the COVID 'exit wave' ended — within roughly one month of the mid-December 2022 reopening, not 3-4 months offline. CNN/Reuters reported activity expanded 'for the first time in months' and analysts expected further rises in February.

    Evidence

  • Official NBS data show China's industrial value-added GREW year-on-year in January-February 2023 (total +2.4%, manufacturing +2.1%), i.e., the manufacturing sector was operating and expanding, not 'effectively offline,' during the very window the prediction said it would be shut down.

    Evidence

Corrections

No public corrections.

Score contribution

-1.78
Confidence
85%
Outcome
Miss
Importance
4 / 5
Contribution
-1.78

This page displays the scored record as published; the website doesn't recompute or adjust the score.

Provenance

China's manufacturing sector will be effectively offline fo…
Methodology version
v1.0.0
Last computed
July 4, 2026
Made on
2022-12-14

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