The new statistics, based on in-depth
survey data from sub-Saharan Africa, tell the story of a world poised to
change drastically over the next several decades. Most rich countries
will shrink and age (with a couple of important exceptions), poorer
countries will expand rapidly and, maybe most significant of all, Africa
will see a population explosion nearly unprecedented in human history.
If these numbers turn out to be right –
they’re just projections and could change significantly under unforeseen
circumstances – the world of 2100 will look very different than the
world of today, with implications for everyone. It will be a place where
today’s dominant, developed economies are increasingly focused on
supporting the elderly, where the least developed countries are
transformed by population booms and where Africa, for better or worse,
is more important than ever.
Here is the story of the next 90 years as predicted by UN demographic data and explained in nine charts.
(1) The big story will be Africa
Right now, with a couple of exceptions,
Africa’s population density is relatively low; it’s a very big continent
more sparsely populated than, say, Europe or East Asia. That’s changing
very quickly. The continent’s overall population is expected to more
than quadruple over just 90 years, an astonishingly rapid growth that
will make Africa more important than ever. And it’s not just that there
will four times the workforce, four times the resource burden, four
times as many voters. The rapid growth itself will likely transform
political and social dynamics within African countries and thus their
relationship with the rest of the world. (More on this further down.)
Asia will continue to grow but its population growth, already slowing, is expected to peak about 50 years from now then start declining. As has happened in the West, rising economies will lead to declining birth rates. And that downturned curve could represent some problematic demographic issues; more also on this further down.
The story in those three little lines at the bottom is less promising. Europe will continue to shrink, which is worsening its economic problems. South America’s population will rise until about 2050, at which point it will begin its own gradual population decline. North America is the least ambiguous success story: it will continue to grow at a slow, sustainable rate, surpassing South America’s overall population around 2070.
Asia will continue to grow but its population growth, already slowing, is expected to peak about 50 years from now then start declining. As has happened in the West, rising economies will lead to declining birth rates. And that downturned curve could represent some problematic demographic issues; more also on this further down.
The story in those three little lines at the bottom is less promising. Europe will continue to shrink, which is worsening its economic problems. South America’s population will rise until about 2050, at which point it will begin its own gradual population decline. North America is the least ambiguous success story: it will continue to grow at a slow, sustainable rate, surpassing South America’s overall population around 2070.
(2) China shrinks, India plateaus; Nigeria is a very big deal
This chart shows the futures of what
are, today, the world’s five most populous nations. The two big stories
here are China and Nigeria, the latter of which will have almost a
billion people by 2100 and will be within range of surpassing China in
population. Given that Nigeria is about the area of Texas, that’s a
truly astounding possibility.
Nigeria, currently Africa’s most
populous country, is poised for one of the world’s most rapid population
booms ever. In just 100 years, maybe two or three generations, the
population is expected to increase by a mind-boggling factor of eight.
The country is already troubled by corruption, poverty and religious
conflict. It’s difficult to imagine how a government that can barely
serve its population right now will respond when the demand on
resources, social services, schools and roads increases by a factor of
eight. Still, if they pull it off – the country’s vast oil reserves
could certainly help – the rapidly growing workforce could theoretically
deliver an African miracle akin to, say, China’s.
Chinese leaders know their demographic
crisis is coming. It’s not a mystery: the country’s massive working-age
population is only allowed to have one child per couple, which means
that when the current generation retires, there will be a rapidly
growing pool of retirees just as the workforce starts to shrink. Those
aging retirees will be an enormous burden on the Chinese economy, which
is just beginning to slow down. As China ages and shrinks, its workforce
will get smaller at precisely the moment that it needs them most. Make
no mistake, China will continue to be an enormous, important and most
likely very successful country, but its demographics are going to
quickly shift from a big help to a major hindrance. Keep this in mind
the next time someone tells you that China is about to take over the
world.
As for the other three: India’s rapidly
growing population, which the country has somewhat harnessed but in many
ways failed to serve, will finally plateau around 2065. Indonesia will
grow moderately. The United States will grow as well, a bit more quickly
than Indonesia but not a boom like India’s. Again, that’s good news for
the U.S.
(3) Africa is the next Asia, maybe
This chart shows Asian and African
populations from 1950 through today and projected ahead to 2100. This
isn’t just a big deal because Africa will be almost as populous as Asia
by 2100, after a very long time of being just a fraction of Asia’s size.
It’s a big deal because it’s a reminder that growth this rapid changes
everything.
Pause for a moment to consider Asia’s
boom over the last 50 years – the rise of first Japan, then South Korea,
now China and maybe next India – and the degree to which it’s already
changed the world and will continue to change it. Africa is expected to
grow even more than Asia. Between 1950 and 2050, Asia’s population will
have grown by a factor of 3.7, almost quadrupling in just a hundred
years. Africa’s population, over its own century of growth from 2000 to
2100, will grow by a factor of 5.18 – significantly faster than Asia.
In demographic terms, it seems, the
Asian century could be followed by the African century. That’s an
amazing thing. But Asia’s remarkable economic, cultural, political and
social progress had to do with more than just demographics. And even
that growth could end up being a curse for Africa if it doesn’t have two
things that have been crucial to Asian successes: good governance and
careful resource management.
Right now, many African countries aren’t
particularly adept at either governance or resource management. If they
don’t improve, exploding population growth could only worsen resource
competition – and we’re talking here about basics like food, water and
electricity – which in turn makes political instability and conflict
more likely. The fact that there will be a “youth bulge” of young people
makes that instability and conflict more likely.
It’s a big, entirely foreseeable danger.
Whether Africa is able to prepare for its coming population boom may
well be one of the most important long-term challenges the world faces
right now.
(4) Africa’s boom will be sub-Saharan
Digging in to the data on African
population growth finds that it’s mostly in the continent’s sub-Saharan
region. These are the five most populous African countries today
(excluding Nigeria, which grows so large that it made the other chart
lines unreadably small). The growth looks even more eyebrow-raising when
it becomes clear that it will mostly leave culturally distinct North
Africa behind: it’s all focused in the sub-Saharan countries. South
Africa also will grow more slowly.
Take a look at Tanzania, which is today
one of the poorest countries in the world. As of 2000, it had 34 million
people; California’s population was the same that year. Today, Tanzania
has about 45 million people. By 2100, its population is projected to be
276 million – almost the size of the entire United States today, and by
then one of the largest countries in the world. The stories of other
African countries may be similar: Ethiopia and the Democratic Republic
of Congo are projected to be almost as large.
Even if this demographic prediction does
turn out to be accurate, we have no way of knowing what a massively
populous Tanzania of 2100 would look like. If it remains as poor and
troubled as it is today, it doesn’t bode well: water and food resources
will only get scarcer as it’s divided among more and more people, as
will whatever money the government makes exporting natural resources.
That typically leads to instability and a higher risk of conflict. But,
as in Asia, there’s also a real opportunity for the future Tanzania to
put its growing population to work building the economy. The question of
how to get there, though, is not an easy one.
(5) Systemic shift to developing and least-developed countries
First, the definitions: the “developed”
countries, the blue line, include Europe, the United States, Japan,
South Korea and other Western countries. The “developing countries,” the
green line, includes countries such as Mexico or Russia or Brazil;
China and India would normally be in this category but I’ve pulled them
out. The “least developed,” in purple, includes, for example, Haiti,
Bangladesh and much of Africa.
What’s clear looking at this chart is
that for all the rapid growth seen in India and China, both countries
are about to be outpaced by the rest of the developing world. The
poorest countries will grow especially rapidly, from 663 million people
to almost 3 billion; if those countries stay stuck in their current
state of development, many may be unable to handle the population booms.
The biggest question may be that green
line: do those developing countries continue to develop, following
earlier success stories like South Korea and Taiwan? What happens when
Southeast Asian or Middle Eastern or Latin American countries see South
Korea-style success stories? Look at how much Korea’s successes have
already changed the world. We may be seeing a lot more of that in the
next century.
(6) The future of the developed world is American
Whether or not you believe that the
U.S.’s global dominance will be challenged by “the rise of the rest,” as
Fareed Zakaria describes the coming global development, the
demographics strongly suggest that U.S. leadership within the developed
world will only strengthen.
In Europe, Northeast Asia and the
broader Anglosphere, most countries will be seeing demographic
stagnation or outright decline, which in turn will make those countries
less competitive, especially as the rest of the world booms. Populations
will continue aging and shrinking or will stay, at best, basically
level.
The one really hopeful case is the
United States, which, as you can see, expects pretty healthy, sustained
growth. Immigration to the U.S. is the big factor here, the thing that
helps inure the U.S. to the demographic decline haunting the rest of the
developed world. Usually, countries see their populations decline as
soon as they get rich, making their success almost self-defeating.
Immigration helps the U.S. to do what very few other countries,
including China, has yet figured out: how to be a rich country with a
growing population.
(7) Immigration slows Western stagnation
If you take the U.S. out of the above
chart, that makes it a little easier to see the distinction between
developed countries that have robust immigration and those that don’t.
Germany, Japan and South Korea – which, like most of the developed
world, tightly restrict immigration – all see declines. But the United
Kingdom and France, which allow some immigration from their former
colonies, are projected to enjoy modest but healthy population growth.
It’s not quite as pronounced as in the United States, but it will likely
help them avoid some of the demographic-led economic decline projected
in the rest of Europe. It’s an irony that more than 150 years after the
end of colonialism, its two widest practitioners will continue to
benefit.
(8) Narrowing, but not closing, the life expectancy gap
This is one of two major factors in
Asia’s ongoing population boom and Africa’s coming boom. The average
lifespan on both continents is going way, way up. In Africa, it will
increase by 50 percent over just a century. That’s a remarkable
accomplishment. By the end of this century, African life expectancy is
expected to approximate the North American average today – but it will
still be the lowest in the world.
Europe’s average life span is projected
to be 87.6 and North America’s will be 89. That’s an amazing medical
accomplishment, but gives economists panic attacks: how do you sustain
your economy if the average worker spends a third of his or her life on
retirement?
The second factor driving Africa’s
population boom is birth rates. Here is the big number that the UN’s new
population data uncovered: the average African fertility rate between
2005 and 2010 was 4.9 children per woman. That’s an extremely high
number and will cause the sort of youth bulge that developmental
economists warn can be economically and politically destabilizing. But
it’s tough for policymakers to slow this down, for cultural and
religious reasons as well as because, even if too-high fertility might
be bad for the region, individual families have every economic incentive
to have lots of children.
(9) This is the most important chart on this page
Don’t close the page yet! This is a big
one. The “dependency ratio” is the ratio of people under age 15 or over
age 64 to the number of people age 15 to 64. The idea is that people who
are very young or very old are dependent on others to provide for them.
If the “dependency ratio” is 40 percent, that means that there are 40
children or elderly to every 100 working age people. Another way of
putting it is that 40 out of every 140 people is a child or elderly
person. The higher this ratio, the more people depend on the government,
the higher the rest of society’s burden for supporting them.
Right now, Africa’s dependency ratio is
high. Really high: about 80 percent. This means that only 56 percent of
Africans are working-age. That’s a huge burden on society and a big
contributor to poverty. And most of those “dependent age” Africans are
very young. (If you’ve ever wondered about the proliferation of child
soldiers in Africa, this is part of why: there just aren’t enough
20-something men, but there are lots of children.) But as the birth rate
slows and those young dependents enter the work force, the dependency
ratio is going to fall, dropping to 60 percent by 2055.
That’s huge. It increases the share of
the population that can contribute and lowers the share that uses
resources without contributing. The flip side, though, is that having a
lot of young people – specifically, young men – can worsen any political
instability and can create instability if resources are scarce. Look,
for example, at the Arab world today, where a youth bulge contributed to
the protests that became revolutions in some cases and civil wars in
others. It’s chancy.
Meanwhile, the rest of the world is
going to see the opposite trend, and that’s bad news. As birth rates
fall, people age and life expectancy rises, we’re going to see
dependency ratios increase not just across the developed world but
across, save for Africa, basically all of it.
Europe will get the worst of it, with
the average dependency ratio hitting an Africa-style 76 percent in 2055.
A generation later, South America’s is expected to reach a deeply
worrying 82 percent by 2100. Asia has a few decades to prepare: its
dependency ratio, currently low, will stay low until it starts to rise
around 2050.
And that’s the story of the world’s
demographic future, nine decades of population booms and declines that
will have unforeseeable but surely transformative political and economic
consequences. These numbers aren’t destiny, of course, and lots of
people are already trying to change them: developmental economist
warning Africa it’s not prepared for the coming boom, European leaders
trying to spur population growth, Chinese officials who may overturn the
one-child policy and lots of others. But this is the direction the data
points today. Whatever happens, it should be quite a century.
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