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61. South Korea: Caught in the Crosshairs of U.S.−China Competition Over Semiconductors

Author:
Paul Triolo
Publication Date:
01-2024
Content Type:
Working Paper
Institution:
Korea Economic Institute of America (KEI)
Abstract:
This paper explores how countries with advanced semiconductor industries are caught in the middle of the growing U.S.-China competition in technology that is focused on advanced computing. Among them, South Korea and its national champions, Samsung and SK Hynix, have arguably incurred some of the most significant pressure. This paper explores how those firms have billions of dollars of sunk investment in China-based facilities producing cutting-edge memory, and the future of these facilities remains in doubt after a series of U.S. export control measures unleashed by the U.S. Commerce Department starting in October 2022. South Korean companies are also players in other parts of the global semiconductor supply chain, including semiconductor manufacturing tools, and China remains an important market for both components and electronic devices. This paper argues that each country caught between the United States and China in technology competition faces difficult trade-offs in determining how best to support its leading companies while navigating changing and often what is viewed as arbitrary decisions coming from Washington that have already significantly disrupted global supply chains. Finally, at the same time as U.S. export controls are having a major impact on the ability of South Korean companies to retain business operations and market access in China, major front-end manufacturers, particularly Samsung, are also looking to expand their operations in the United States and benefit from U.S. CHIPS Act funding. This paper argues that all of the above dynamics put South Korea in one of the more complex positions as the industry faces continued restructuring, buffeted by both export controls and industrial policies.
Topic:
Supply Chains, Economic Security, Semiconductors, and Economic Competition
Political Geography:
China, Asia, South Korea, and United States of America

62. Economic Security and U.S.-China Competition: The View from North Korea

Author:
Rachel Minyoung Lee
Publication Date:
01-2024
Content Type:
Working Paper
Institution:
Korea Economic Institute of America (KEI)
Abstract:
This paper argues that while North Korea does not discuss “economic security” in domestic contexts or have an established definition of the term, it thoroughly understands that the economy and national security are inseparable. North Korea is essentially unaffected by the typical economic issues that many major economies are grappling with in relation to economic security, but like other countries, it has closely tracked economic security developments and deepening U.S.-China strategic competition for potential political fallout and what opportunities and challenges that may generate. The paper shows that U.S.-China strategic competition has offered unique opportunities to North Korea, including China’s cover against fresh and existing sanctions against North Korea, and economic assistance. Moreover, deteriorating U.S.-China ties provide Pyongyang extra space to consider and put into motion alternative foreign and economic policy paths, namely, shifting away from its three-decade policy of nonalignment with China and normalization of relations with the United States. Also, China appears to be a factor in North Korea’s shift to a more conservative economic policy. Despite the opportunities presented by the U.S.-China divide, however, North Korea is wary of the risks of dependence on China and has tried to build economic resilience at home, for example by launching a national campaign on domestic production and recycling. North Korea’s somewhat cooler handling of China and its proportionately warm treatment of Russia since the Armistice Day celebrations in July is a clear example of North Korea’s China dilemma. This is where North Korea’s recent strengthening of ties with Russia comes into the picture. The paper contends that it is hard to conclude at this point whether North Korea’s moves are aimed at short-term, tactical gains or are part of a longer-term, strategic calculus, but we can be certain of this: it has just as much to gain or lose as any other country affected by economic security and U.S.-China strategic competition, though not in the same ways as other countries.
Topic:
Foreign Policy, Strategic Competition, and Economic Security
Political Geography:
China, Asia, North Korea, and United States of America

63. False promises: The authoritarian development models of China and Russia

Author:
Joseph Lemoine, Dan Negrea, Patrick Quirk, and Lauren Van Metre
Publication Date:
01-2024
Content Type:
Special Report
Institution:
Atlantic Council
Abstract:
Are authoritarian regimes more successful than free countries in offering prosperity to their people? The answer is decidedly no, yet China and Russia actively advertise the “benefits” and “promise” of their authoritarian development model. Beijing and Moscow contend that their governance model—rooted in central control of political, social, and economic life—delivers for their people. The facts prove exactly the opposite and show that countries characterized by repression and concentrated control are far less successful across all metrics of human development than are free societies. That free societies are better for the people residing in them is not an ideological position; it is a statement of fact backed by substantial evidence, including, but not limited to, the Atlantic Council’s Freedom and Prosperity Indexes. This paper aims to showcase why and how the authoritarian development model is inferior to that of free societies. The first section documents democratic backsliding and the reversal of freedom’s fortunes. The second section presents data on how authoritarian regimes have failed to deliver prosperity for their people. The third section outlines how free societies have done the opposite—delivered sustained prosperity for their citizens. The final section offers the conclusion that authoritarian regimes, despite their claims, cannot deliver democratic progress or prosperity for society at large.
Topic:
Foreign Policy, Development, Diplomacy, Politics, Authoritarianism, Reform, and Democratic Transitions
Political Geography:
Russia, China, Europe, and Asia

64. Requirements for nuclear deterrence and arms control in a two-nuclear-peer environment

Author:
Gregory Weaver and Amy Woolf
Publication Date:
02-2024
Content Type:
Special Report
Institution:
Atlantic Council
Abstract:
After decades of seeking to reduce the role of nuclear weapons in international relations, the United States is now grappling with a global landscape marked by intense strategic competition and the growing salience of nuclear weapons—problems that will likely persist for years to come. Over the past year, Russia compounded its aggression in Ukraine with nuclear saber-rattling, modernizing and expanding its nuclear forces over the past decade. Furthermore, Russia’s possession of a substantial inventory of theater nuclear weapons continues to threaten regional deterrence. Meanwhile, in Asia, Beijing is pursuing an unprecedented surge in its nuclear capabilities. If current trends persist, China is projected to possess about 1,500 nuclear warheads by 2035.1 While China was once viewed as a secondary nuclear power, its substantial investment in its nuclear arsenal—including the launch of a third ballistic missile early-warning satellite in 2022 and advancements in land-based ballistic missiles, aircraft, submarines, and hypersonic missiles—positions China to become a near-equal nuclear power in the coming decade. These trends mark a historic shift. For the first time in its history, the United States must face two near-peer nuclear competitors simultaneously. At the same time, Russia’s suspension of its compliance with the New START agreement in 2023 has significantly weakened the last strategic arms control framework established in the Cold War and post-Cold War eras. This move leaves scant provisions governing the future of nuclear capabilities among the United States and its adversaries. For over half a century, Washington and Moscow negotiated to establish treaties that imposed limits on their nuclear arsenals, aiming to manage their nuclear rivalry and mitigate the risk of nuclear conflict. This process served the national security interests of both sides by curbing weapons and activities that could jeopardize deterrence, safeguarding strategic stability, offering insights into nuclear capacities, and potentially steering military competition toward less perilous avenues. However, shifts in the global security landscape have altered this calculus. The Russian Federation, much like the Soviet Union before it, has insisted that future agreements factor in the nuclear capabilities of Britain and France. On the other hand, the United States now confronts a security environment featuring two nuclear-armed adversaries—Russia and China—whose forces will potentially pose significant threats to the United States and its allies. This evolving security landscape may prompt the United States to reevaluate its assessments of its deterrence and arms control requirements. But how should the United States approach this problem?
Topic:
Defense Policy, Arms Control and Proliferation, National Security, Nuclear Weapons, Science and Technology, and Deterrence
Political Geography:
Russia, China, Asia, Korea, and United States of America

65. Geoeconomic fragmentation and net-zero targets

Author:
Shirin Hakim and Amin Mohseni-Cheraghlou
Publication Date:
04-2024
Content Type:
Policy Brief
Institution:
Atlantic Council
Abstract:
The second half of the twentieth century experienced significant economic integration. International trade, cross-border migration, capital flows, and technological diffusion increased per capita incomes across countries and reduced global poverty. However, events such as the global financial crisis of 2007 to 2009, Brexit, and the COVID-19 pandemic—all against the backdrop of escalating great power rivalry and tensions between the United States and China—have demonstrated the rise of geoeconomic fragmentation (GEF). Since the 2022 Russian invasion of Ukraine, a growing numberof world leaders have addressed the impacts of GEF on global energy and agricultural markets. For one, higher and increasingly volatile food and energy prices have made it increasingly difficult for developing nations to prioritize environmental concerns and implement sustainable development initiatives.
Topic:
Climate Change, Environment, International Trade and Finance, Economy, Economic Growth, Inclusion, Energy, Geoeconomics, and Net Zero
Political Geography:
China, Asia, and United States of America

66. How Huawei Weathered the Storm: Resilience, Market Conditions or Failed Sanctions?

Author:
Hosuk Lee-Makiyama and Robin Baker
Publication Date:
02-2024
Content Type:
Policy Brief
Institution:
European Centre for International Political Economy (ECIPE)
Abstract:
Huawei is exhibiting stoic resilience in the face of US sanctions, economic downturns, and the slow pace of 5G investments. There is a narrative that the company has been propped up by the Chinese government, but the key to Huawei’s resilience is multifaceted. Through pre-emptive stockpiling and ingenuity, the company has continued to fulfil its base station orders and defend its market shares abroad. Concurrently, Huawei has made an autonomous business decision to reinvest its earnings and intensify R&D to secure its supply chains against political risks and diversify into new business areas. Successful forays into semiconductors, cloud services and energy grids have also been facilitated by a capital structure that lends itself to long-term planning. Huawei’s survival is not necessarily a lesson in the futility of sanctions to stifle technological progress. However, it does show that muddled political objectives and inconsistent implementation will yield potentially contrary outcomes. At the same time, factors that contribute to Huawei’s resilience also highlight the infighting and vulnerabilities of listed firms like Mavenir, Ericsson and Nokia.
Topic:
Markets, Sanctions, Digital Economy, Resilience, and Huawei
Political Geography:
China, North America, and United States of America

67. What if…? 12 Dragon King scenarios for 2028

Author:
Florence Gaub
Publication Date:
03-2024
Content Type:
Special Report
Institution:
NATO Defense College
Abstract:
At first glance, this publication appears to be a collection of Early Warning essays – they are, to some extent, but they should not be exclusively read as such. Conventional Early Warning systems have a much shorter time horizon – normally hours, perhaps months at most – than these scenarios, and they are solely mitigation mechanisms, that is to say they provide no insight into how the event they are warning of can be avoided. They are thus not an intellectual thought exercise, but solely an alarm bell. Our Dragon Kings in this volume provide insight into how they can be avoided, but they also challenge our assumptions in more ways than one. They are therefore awareness-raisers no matter how credible or plausible you will find them. Just reading them will have a readiness-increasing effect. (In fact, the more absurd you find them, the more pronounced this is because your mind will learn more when the emotion they generate is greater.) These scenarios can become even more useful, however, if you use them for simulation exercises in a team. You can use them as a blueprint for a wider scenario exercise, whether one wishes to adopt a blue or red team approach to them, and ask questions such as: how could this have been prevented, what would have to be done? What are alternative pathways of this scenario that are even worse, and how can we prevent those? The most important aspect is that every exercise of this kind must lead to some concrete policy steps. Merely thinking about improbable futures is never enough – doing something about them is what makes them a useful policy-tool. In that case, they lead to active, rather than passive, engagement with the content, foster collaboration, encourage innovation, practice decision-making, provide a space for failure and experimentation with alternative courses of action. It is precisely because of this that scenarios are a common feature in military education, but they work just as well in any other strategic context – provided, time and space is made for it. If yes, they contribute to increasing preparedness and readiness, and accelerate the response time to surprise. What’s more, generally engaging in fringe thinking about the future will strengthen these capabilities no matter what kind of surprise eventually occurs. Much like how vaccines teach the immune system, disruptive thinking strengthens our neural networks, making us more resilient for extreme situations.
Topic:
NATO, Natural Disasters, Elections, Crisis Management, Coup, UN Security Council, Biological Weapons, Resilience, Arctic Council, and Readiness
Political Geography:
Russia, China, Iraq, Europe, India, Taiwan, Latin America, Nigeria, and Tunisia

68. The history of China’s future Lessons from the CIA

Author:
Dylan Levi King
Publication Date:
01-2024
Content Type:
Special Report
Institution:
NATO Defense College
Abstract:
Predictions about China’s future made in the years since the Communist Party took power in 1949 have routinely cycled between two extremes of improbability: imminent collapse and indomitable ascent. These cycles came more slowly in the age before cable news and social media. The idea of the capture of the People’s Republic of China by Republic of China forces, or of the country tearing itself apart with political violence, held for years, before being wiped out by a popular impression of China’s meteoric rise and future economic domination.1 These cycles have now become supercharged for the attention economy. As one wave of forecasts of unstoppable lift-off and financial supremacy breaks, it is chased immediately by predictions of terminal economic dysfunction and social disintegration. For the expert, in danger of having their voice drowned out by amateur forecasters, it is difficult to inject the necessary rigour and nuance. For the layperson, it is hard to make any sense of the incessant deluge of contradictory and often extreme predictions. To wade into the forecast cycle is to risk being swept off one’s feet. To step away, and to simply avoid making any predictions is tempting, but it would be a grave error, given China’s economic gravity, immense population, status as a superpower and potential rival of NATO and allied countries. To get the future of the country wrong is to get the future of the planet wrong.
Topic:
History, Forecast, Central Intelligence Agency (CIA), and Readiness
Political Geography:
China and Asia

69. NATO and a Taiwan contingency

Author:
James Lee
Publication Date:
02-2024
Content Type:
Special Report
Institution:
NATO Defense College
Abstract:
This paper Discusses the conditions under which a Taiwan contingency could trigger Article 5. Explains how individual NATO countries already play a role in Taiwan’s security. Outlines scenarios under which individual NATO countries could become directly involved in a Taiwan contingency.
Topic:
Security, NATO, and Crisis Management
Political Geography:
China, Taiwan, and Asia

70. Decoding China’s Technology and Industrial Policy: Seven Terms You Need to Know

Author:
Barry Naughton, Siwen Xiao, and Yaosheng Xu
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
University of California Institute on Global Conflict and Cooperation (IGCC)
Abstract:
China’s technology and industrial policy programs have grown in scope and intensity since 2020, but the vocabulary used to describe them is vague and often misleading. This policy brief decodes seven essential terms and shows that they have concrete and complementary meanings. When understood in concert, they reveal the establishment of a large-scale, government-directed program of mission-oriented research, development, and application. Together these terms outline a substantial expansion of the Chinese government’s direct role in organizing economic activity, and hint at some of the limits of that expansion.
Topic:
Economics, Industrial Policy, Science and Technology, Research and Development, and Terminology
Political Geography:
China and Asia

71. The Quantum Race: U.S.-Chinese Competition for Leadership in Quantum Technologies

Author:
Juljan Krause
Publication Date:
02-2024
Content Type:
Policy Brief
Institution:
University of California Institute on Global Conflict and Cooperation (IGCC)
Abstract:
Quantum computing is poised to unleash innovation across various sectors, from materials science to pharmaceutical and medical research, finance, logistics, and even climate change management. Quantum computing also has the potential to provide the backbone for future artificial intelligence and autonomous systems that cannot be realized with digital hardware alone, while quantum communication can strengthen security in cyberspace. For these reasons, quantum technologies feature prominently in the emerging technologies race between the United States and China. In this policy brief, IGCC postdoctoral fellow Juljan Krause analyzes China’s advances in quantum communication, which aim to signal China’s technological leadership while protecting Chinese communications from foreign surveillance. He argues that Chinese leadership in quantum communication will have strategic repercussions, particularly as it is likely to give China’s efforts to shape global industry standards additional momentum. Even if quantum communication has no immediate military implications, policymakers should consider how the technology could embolden China further.
Topic:
Industrial Policy, Science and Technology, Innovation, and Quantum Computers
Political Geography:
China, Asia, and Indo-Pacific

72. The Sky Is Not the Limit. Geopolitics and Economics of the New Space Race

Author:
Alessandro Gili
Publication Date:
01-2024
Content Type:
Special Report
Institution:
Italian Institute for International Political Studies (ISPI)
Abstract:
Space is a contested domain for its very nature and today it is evidently becoming an increasingly important enabler of economic and military power. An increasing number of actors, infrastructures and technologies deployed in space also raises concerns for safety and security, especially in cyberspace. Many countries are striving to achieve space capabilities and autonomous access to space, and this is having a tremendous geopolitical impact, especially since space is emerging as an increasingly critical military and strategic domain. The development of the new space economy, which is increasingly involving the private sector and many industrial actors and services, will also be a game changer for the international economy. The space race likewise implies disruptive technologies that could contribute massively to the energy and digital transitions, accelerating solutions that could benefit humanity. A new international governance system for space is therefore needed urgently, considering that the current rules are no longer able to respond to a sector evolving at such a rapid pace. Which actors are leading the race? Which economic sectors could benefit the most and what could the new space economy mean for the world? How is space emerging as a military domain against a backdrop of increasing international tensions? What would a new system of global governance for space look like?
Topic:
Economics, Politics, Infrastructure, Geopolitics, Regulation, and Energy Security
Political Geography:
Russia, China, Europe, India, Italy, Global Focus, United States of America, and Space

73. Unpacking China’s industrial policy and its implications for Europe

Author:
Alicia Garcia-Herrero and Robin Schindowski
Publication Date:
05-2024
Content Type:
Working Paper
Institution:
Bruegel
Abstract:
China is often credited with a successful application of industrial policy. One important particularity of China’s industrial policy is that it aims at levelling the playing field between the state economy and the private economy in access to finance, yet within a framework of strategic goals. This aim is not relevant for market economies, such as those of the European Union, but only for those where state enterprises are clearly privileged. Notwithstanding the difficulties in making valid comparisons, our analysis of how China conducts industrial policy in a variety of sectors points to success in some sectors but not all. More importantly, productivity growth in China has already been declining for two decades. Given the very large resources that China has put into industrial policy, with subsidies being only one part, it is surprising that success is not more evident. This relates partly to factors including cronyism and regional protectionism. While the former might be less relevant for the EU given the different institutional background, the latter certainly is relevant since the EU faces the potential consequences of member country-level industrial policy for its single market. A lesson from China seems to come from the sectoral focus, with a long-term and economic-security mindset. The EU is far from this, but it is in the process of linking economic security to industrial policy. Finally, responding to China’s industrial policy involves diverse investigations and challenges in measuring subsidies accurately. Understanding China’s very diverse and complex approach to helping companies achieve the government’s industrial policy goals is crucial for anticipating the consequences of China’s actions. These could be positive, such as cheaper imports of green technology, or negative, such as Chinese overcapacity spilling over to the EU single market.
Topic:
Industrial Policy, Markets, European Union, and Economy
Political Geography:
China, Europe, and Asia

74. How to de-risk: European economic security in a world of interdependence

Author:
Jean Pisani-Ferry, Beatrice Weder di Mauro, and Jeromin Zettelmeyer
Publication Date:
05-2024
Content Type:
Policy Brief
Institution:
Bruegel
Abstract:
Pandemic-related supply disruptions, the energy crisis provoked by Russia’s invasion of Ukraine and economic coercion by China have put economic security high on the European Union policy agenda. The question is how exactly the EU should ‘de-risk’ its external economic relationships without foregoing the benefits of trade. The standard answer is that it should identify product-level trade dependencies, mainly on the import side, and reduce them, mainly through diversification of suppliers, while otherwise maintaining maximum trade integration. This Policy Brief argues that this answer falls short. First, product-level dependencies cannot be identified reliably even with sophisticated analysis and data. As a result, both ‘missed dependencies’ and ‘false positives’ are inevitable. Second, external shocks and coercion could be propagated through exports, productive assets held abroad and financial channels as much as through imports. The analysis has five main implications Import de-risking should focus on a few product categories for which the costs of supply interruptions would be unquestionably large. This reduces false positives. De-risking and/or buffers to deal with exports and financial coercion require more attention. De-risking must be complemented by raising resilience against all shocks, whatever theirorigin. This requires a deeper and broader European single market. De-risking and resilience must be complemented by deterrence. A sufficiently high probability of chronic trade conflict – or one very large conflict – may justify reducing overall integration with a large trading partner, on both the export andimport sides. EU economic security policies have been right to emphasise the reduction of import dependence on chips and critical raw materials, and the creation of a powerful legal instrument to deter coercion (the Anti-Coercion Instrument). In most other respects, there is room for improvement.
Topic:
European Union, Risk, Trade, Imports, Economic Security, and Interdependence
Political Geography:
China and Europe

75. Global supply chains: lessons from a decade of disruption

Author:
Luca Léry Moffat and Niclas Poitiers
Publication Date:
03-2024
Content Type:
Working Paper
Institution:
Bruegel
Abstract:
This paper explores both the character and impact of three recent shocks to global supply chains: the COVID-19 pandemic, the Russian invasion of Ukraine and the US-China trade war. These were large shocks which have had significant impacts on domestic and international supply chains, but these impacts have differed in their longevity, economic impact and policy responses. We show that supply chains were remarkably resilient against shocks of such magnitude. However, this resilience was also achieved thanks to the equally remarkable size and scope of policy responses and global supply chain reorganisation. We recommend that pre-emptive policies may be justified to shield households and industry from future shocks. Given the entangled nature of these shocks and that their effects continue to reverberate, we emphasise the need for extensive future research to understand the nature of these shocks and the effectiveness of policy responses.
Topic:
Global Markets, Trade Wars, Trade, COVID-19, Supply Chains, and Russia-Ukraine War
Political Geography:
China, Global Focus, and United States of America

76. Geopolitics in the Pacific Islands: Playing for advantage

Author:
Meg Keen and Alan Tidwell
Publication Date:
01-2024
Content Type:
Policy Brief
Institution:
Lowy Institute for International Policy
Abstract:
Pacific Islands Countries are leveraging geopolitical rivalries to maximise their development options. But unmanaged competition for influence among key development partners can compromise good governance and privilege geopolitical posturing over local priorities. Australia, the United States, and other traditional donors can capitalise on areas of strength, such as social inclusion and regional and multilateral initiatives. Joint efforts along these lines and the pooling of resources would scale up impact and set higher accountability standards. Despite the risk that higher standards will open gaps for non-traditional donors with less burdensome criteria, there is much long-term value in traditional development partners collaborating in a “race to the top” in meeting the region’s needs.
Topic:
Foreign Policy, Development, Regional Cooperation, Foreign Aid, Geopolitics, and Donors
Political Geography:
China, Australia, Australia/Pacific, United States of America, and Pacific Islands

77. China Threats and the Exploitation of China Threats: The 2024 Taiwan General Election

Author:
Chin-en Wu
Publication Date:
01-2024
Content Type:
Commentary and Analysis
Institution:
East Asia Institute (EAI)
Abstract:
The presidential and legislative elections took place in Taiwan on January 13, 2024. The Democratic Progressive Party (DPP or so-called the green camp) selected Vice President Lai Ching-te as their candidate, who also serves as the party chairman. The opposing Chinese Nationalist (Kuomintang, KMT or so-called the blue camp) nominated the incumbent mayor of New Taipei, Hou Yu-ih, for the presidential candidacy. The Taiwan People’s Party (TPP or so-called the white camp) chose its leader, former Taipei City mayor Ko Wen-je, as the presidential candidate. Despite initial plans for a joint campaign team between KMT and TPP, a final agreement was not reached. Lai’s victory marked a historic moment, representing the first time since the introduction of direct elections in 1996 that a party has won more than two consecutive presidential terms. Lai secured the presidency with 40% of the votes, followed by Hou with 34%, and Ko with 26%. Lai Ching-te and Hou Yu-yi are political figures within traditional political parties, lacking individual charisma, especially Hou Yu-yi, the former police-in-chief. Ko Wen-je, on the other hand, is a candidate with populist characteristics, appearing as a political outsider at the national level, free from the burden of past ruling records, providing an option beyond the blue-green divide. His interactive style sometimes resembles that of an internet celebrity, using straightforward language to comment on issues or point out social and political problems, in many cases without proposing feasible solutions to these problems. Young people prefer Ko’s relaxed, somewhat sarcastic way of communication. The other part of the general election is the legislative election. DPP gained 51 seats out of 113 seats and lose its majority in the parliament. KMT won 52 seats and become the largest party. TPP gained eight seats. The result makes the new DPP government a minority government.
Topic:
Elections, Domestic Politics, and Cross-Strait Relations
Political Geography:
China, Taiwan, and Asia

78. Climate Change in China’s Governance: Agenda, Agents, and International Collaboration

Author:
Guoguang Wu
Publication Date:
06-2024
Content Type:
Special Report
Institution:
Asia Society
Abstract:
China is the world's leading emitter and a key player in the international community's fight against climate change, but its climate action remains underpinned by a black box of policies, actors, and international influences. As China accelerates action to achieve domestic and international climate goals, it is more important than ever to detangle these webs and peer into the black box, to develop an understanding of what motivates China's decision-makers and how climate policy choices are made. In this insightful new report, Climate Change in China’s Governance: Agenda, Agents, and International Collaboration, Asia Society Policy Institute’s Center for China Analysis Senior Fellow on Chinese Politics Guoguang Wu conducts an in-depth investigation of China’s climate-related policies, politics, governance, and international relations. He finds that the Xi Jinping administration has paid special attention to climate action by advancing the green technology revolution and reducing energy dependence. However, at the same time, there are signs that China may be relaxing rather than strengthening its climate commitment. By conducting a deep dive into the evolving political actors and departments working on China’s climate agenda, Guoguang finds that ultra-concentrated political power and fragmented governance under Xi and the Chinese Communist Party pose obstacles to China’s climate action over the next five years.
Topic:
International Relations, Climate Change, Governance, and Green Technology
Political Geography:
China and Asia

79. Green Hydrogen for Decarbonizing Asia's Industrial Giants

Author:
Asia Society Policy Institute
Publication Date:
04-2024
Content Type:
Special Report
Institution:
Asia Society
Abstract:
Asia’s transformation in recent decades into a global manufacturing hub has fueled economic growth and lifted millions out of poverty. However, this success has also massively increased the region’s emissions footprint, making it essential for Asia’s industries to rapidly transition to green technologies and processes. “Green Hydrogen for Decarbonizing Asia’s Industrial Giants” assesses the future potential and trajectory for electrolyzers needed to meet green hydrogen (H2) demand in Asia’s four largest economies: China, India, Japan, and South Korea. The report, which was commissioned by the High-level Policy Commission on Getting Asia to Net Zero and carried out by Global Efficiency Intelligence, highlights the role of manufacturers as agents of change in the Asia’s net zero transition. The study focuses on the role of green H2 in three priority industries — steel, ammonia, and methanol — under various decarbonization scenarios. In these sectors, green H2 has the capacity to significantly reduce emissions by replacing carbon-intensive processes with renewable energy-powered electrolysis. Should the four countries adhere to their declared net zero targets, the collective market potential of electrolyzers for these industries is expected to skyrocket to $180 billion by 2050, with a compound annual growth rate as high as 12% between 2030 and 2040. This is nearly five times as large as the market potential under a business-as-usual scenario. The report offers a suite of recommendations for policymakers, industry players, investors, and think thanks aimed at accelerating the development and adoption of green H2 and electrolyzer manufacturing. These targeted strategies aim to collectively support a robust ecosystem for green H2 production and use in these countries toward a net zero industry.
Topic:
Industry, Carbon Emissions, Decarbonization, Hydrogen, and Net Zero
Political Geography:
Japan, China, India, Asia, and South Korea

80. The Limits of Cooperation in Northeast Asia: Japan-ROK-China Relations After the Fukushima Wastewater Release

Author:
Daria Kurushina
Publication Date:
03-2024
Content Type:
Special Report
Institution:
Asia Society
Abstract:
More than a decade after the catastrophic earthquake and tsunami that hit northeastern Japan on March 11, 2011, causing the meltdown of the Fukushima Daiichi Nuclear Power Plant, the aftermath of the “triple disaster” continues to shape perceptions of Japan among its neighbors. The Japanese government’s decision to release into the sea more than a million tons of treated radioactive wastewater stored at the wrecked Fukushima plant beginning on August 24, 2023, decisively shifted the narrative of Japan’s experience: whereas the country was once viewed as the victim of one of the world’s worst nuclear disasters, it came to be seen by many in Northeast Asia as an atomic chemical antagonist. Following the announcement of the wastewater release, Japan faced an immediate backlash from neighboring countries and the international community over environmental and health concerns. The decision divided public opinion in both Japan and the broader Asia-Pacific region and threatened Japan’s attempts to position itself as the leader of a free, fair, and open Indo-Pacific. The Japanese government’s decision particularly roiled the public in Northeast Asia, where anti-Japanese sentiment stemming from the collective memory of Japan’s military ambition, colonialism, and atrocities of the late 19th and early 20th centuries persists. Meanwhile, authorities in some countries, especially China, intentionally stirred historical grievances and distrust in an attempt to undermine the trilateral relationship among Japan, Korea, and the United States. However, are concerns about the wastewater release warranted? In a Comprehensive Safety Review[1] the International Atomic Energy Agency (IAEA) – the United Nations nuclear watchdog – determined that the release had no radiological impact on public health and the marine environment. Emphasizing the Fukushima plant’s compliance with “international safety standards,” IAEA Director General Rafael Mariano Grossi focused on the ongoing process of wastewater release and the Japanese’s government accountability for the water’s treatment, while also expressing concerns about the accumulation of tritium (a radioactive isotope of hydrogen that cannot be removed) in the water and the importance of further research on the effects of the wastewater on marine life. Driven by health concerns, geopolitical dynamics, and the absence of regional consultation, the Japanese decision provoked a furious public backlash among Asia-Pacific nations, particularly in South Korea and China. Relations among Japan, the Republic of Korea (ROK), and China have deteriorated in recent years amid rising security concerns over North Korea’s volatility, tensions between China and the United States, and wartime forced-labor reparations that caused long-term damage to Japan-ROK relations long before the rapprochement of 2023.[2] Participants in the Japan-ROK-China trilateral summit now have wastewater as another contentious topic to discuss during the renewed dialogue, which is scheduled to be convened in 2024. As the nuclear wastewater decision seems to have surfaced many thorny issues among the three countries, this paper seeks to explain the regional reaction to Japan’s decision, why this reaction matters, and how the trilateral relationship might evolve alongside the wastewater issue.
Topic:
International Cooperation, Regional Cooperation, Crisis Management, Fukushima Disaster, and Nuclear Energy
Political Geography:
Japan, China, Asia, South Korea, and Fukushima