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101. Countering the Digital Silk Road: Saudi Arabia

Author:
Vivek Chilukuri and Ruby Scanlon
Publication Date:
09-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
The year 2025 marks the 10th anniversary of the Digital Silk Road (DSR), China’s ambitious initiative to shape critical digital infrastructure around the world to advance its geopolitical interests and technology leadership. A decade after its launch, digital infrastructure and emerging technologies have only grown more vital and contested as demand for connectivity, digital services, and emerging technologies like artificial intelligence (AI) expand. Against this backdrop, the DSR has become increasingly central to China’s broader strategy to challenge and ultimately supplant the U.S.-led digital order, and in doing so, reap potentially vast security, economic, and intelligence advantages. To assess the DSR’s impact 10 years after its inception—and explore how the United States and its allies can offer a more compelling and coherent alternative—the CNAS Technology and National Security team has undertaken a major research project that produces in-depth case studies of four diverse and geostrategically critical nations—Indonesia, Brazil, Kenya, and Saudi Arabia—and culminates in a full-length report. The fourth case study focuses on Saudi Arabia. For the study, researchers from the CNAS Technology and National Security team traveled to the country to interview U.S. and Saudi policymakers, personnel in technology firms, members of civil society, and academics. Drawing on these interviews and desk research, this case study seeks to shed light on the current dynamics and stakes of the U.S.-China competition to shape Saudi Arabia’s digital ecosystem.
Topic:
Foreign Policy, Infrastructure, Geopolitics, Artificial Intelligence, and Digital Silk Road (DSR)
Political Geography:
China, Middle East, Asia, and Saudi Arabia

102. Understanding China’s New Counterterrorism Ambitions in Africa

Author:
Jason Warner
Publication Date:
08-2025
Content Type:
Journal Article
Journal:
CTC Sentinel
Institution:
The Combating Terrorism Center at West Point
Abstract:
China has recently been pursuing a much more aggressive stance in African security affairs, including playing a more engaged role in counterterrorism (CT). Where is China engaged in CT in Africa, and by what means? What challenges would China face in engaging more robustly in African CT? Most importantly, why is China newly expressing interest in engaging in the African CT landscape at this particular moment? In the main, this piece argues that despite ostensible rationales related to self-defense of economic interests and solidarity with African states, at its core, Beijing’s primary motivations for entering the African CT space are to diversify its means of influence in Africa beyond its historical “economics-first” approach. Recognizing that engaging in African CT is a high-risk but potentially high-reward activity (which other global powers have recently engaged in with mixed results), Beijing likely believes it has a new genre of CT assistance—less kinetic, more economic, and rooted in equitable partnerships—that represents a fundamentally new and productive means of gaining influence in Africa. Yet, China faces challenges in its African CT pursuits, including reconciling whether its cautious ethos can stomach the turbulent landscape of African terrorism; how to deal with a saturated African CT space; and how not to fall victim to the same pitfalls as other global powers that have recently engaged in African CT. Nevertheless, if China can prove that its cautious non-military-first approach is fundamentally different from existing CT value propositions from external states, Beijing could deeply rival, and potentially replace, Washington as the partner of choice for security cooperation in Africa.
Topic:
Security, Foreign Policy, Counter-terrorism, Strategic Competition, Foreign Influence, and Security Cooperation
Political Geography:
Africa, China, and Asia

103. India–Japan Defense Partnership in the Indo-Pacific: Geopolitical Prospects and Challenges Under Trump

Author:
Yen Pham Thi
Publication Date:
10-2025
Content Type:
Journal Article
Journal:
Journal of Liberty and International Affairs
Institution:
Institute for Research and European Studies (IRES)
Abstract:
This article examines the India–Japan defense partnership in the Indo-Pacific, focusing on its geopolitical prospects and challenges under the Trump administration. Strengthened by shared concerns over China’s rising influence and the convergence of their Indo-Pacific strategies, the partnership has evolved beyond symbolic engagement to include joint exercises, technology sharing, and defense dialogues aimed at preserving a free and rules-based regional order. At the same time, India’s reliance on Russian defense equipment, Japan’s dependence on US security guarantees, and the “America First” policy under Trump pose significant constraints. To sustain and deepen cooperation, both nations must enhance bilateral mechanisms, pursue strategic autonomy, expand multilateral engagements, and promote regional norms. These steps are essential for building a resilient, sustainable, and strategic partnership in the Indo-Pacific amid a shifting US foreign policy landscape.
Topic:
Defense Policy, Partnerships, Geopolitics, and Donald Trump
Political Geography:
Japan, China, India, Asia, and Indo-Pacific

104. The consequences of the Trump trade war for Europe

Author:
Julian Hinz, Isabelle Mejean, and Moritz Schularick
Publication Date:
04-2025
Content Type:
Policy Brief
Institution:
Kiel Institute for the World Economy (IfW)
Abstract:
• Using the KITE model suite, we study the economic costs of the Trump tariff policy for Europe, and analyze the potential for trade diversion from China. • If the current tariff regime stays in place, trade between the U.S. and China would fall dramatically, hurting mainly the U.S. and the Chinese economies. The direct economic impact for Europe appears limited. • The expected rerouting of Chinese and U.S. exports to third countries is likely to intensify competition between European and Chinese producers in key markets. European consumersstand to benefit from lower prices.
Topic:
International Trade and Finance, Tariffs, Trade Wars, and Donald Trump
Political Geography:
China, Europe, North America, and United States of America

105. The Great Equalizer: Effects of Chinese Official Finance on Economic Complexity across Recipient Countries

Author:
Jan Denninger and Lennart Kaplan
Publication Date:
01-2025
Content Type:
Working Paper
Institution:
Kiel Institute for the World Economy (IfW)
Abstract:
This paper analyzes whether Chinese aid and other forms of official finance affect structural transformation in low- and-middle income countries. Specifically, we employ an instrumental variables (IV) approach to causally analyze the effect on the Economic Complexity Index of 98 recipient countries over the 2002-2016 period. Economic complexity is defined as the diversity and sophistication of the goods an economy produces. The results reveal that Chinese official financing (OF) does not have statistically significant effects at the aggregate level; however, its effectiveness varies across sectors and recipients. A sectoral perspective shows that Chinese OF to recipients’ production sectors has a significantly negative effect on their economic complexity. These effects are most pronounced for high-complexity recipients, suggesting that China primarily targets industries below existing levels of complexity, thereby impeding potential structural transformation. In contrast, low-complexity recipients experience positive complexity effects from Chinese social sector projects, especially from those related to education. Given that China is known for its demand-driven approach of lending, recipients should push for an adjustment in the composition and allocation of Chinese OF to render structural transformation more likely.
Topic:
Economics, International Trade and Finance, Foreign Aid, and Complexity
Political Geography:
China and Asia

106. Geostrategic thinking and quantum technology: How promises of quantum technology breakthroughs shape Sino-US rivalry

Author:
Markus Holmgren
Publication Date:
04-2025
Content Type:
Policy Brief
Institution:
Finnish Institute of International Affairs (FIIA)
Abstract:
Disruptive technologies have emerged as key arenas of strategic competition between the United States and China, and, alongside artificial intelligence, quantum technologies are key among them. By influencing current strategies and policies, their implications begin even before innovations materialize. Uncertainty about the future and the promised benefits of these technologies have implications for both nations’ build-up efforts, resilience strategies, and potential for pre-emptive actions. China has made rapid technological advancements in many fields, narrowing the gap with the United States. Examples include the release of an AI application by the Chinese company DeepSeek and China’s lead in quantum communication technologies. Beyond civilian applications, quantum technology promises significant breakthroughs in military applications, such as codebreaking, signal-free submarine navigation, and intrusion-proof communications.
Topic:
Science and Technology, Innovation, Artificial Intelligence, Strategic Competition, Geoeconomics, and Quantum Computing
Political Geography:
China, Asia, North America, and United States of America

107. China Maritime Report No. 44: Dirty But Preparing to Fight: VADM Li Pengcheng's Downfall Amid Increasing PLAN Readiness

Author:
Christopher Sharman and Andrew S. Erickson
Publication Date:
01-2025
Content Type:
Special Report
Institution:
China Maritime Studies Institute, U.S. Naval War College
Abstract:
Although corruption runs deep in the PLA Navy (PLAN) and across China’s armed forces, disciplinary-related removals appear not to have a major impact on naval capabilities or operations. The fight against corruption within the Chinese Communist Party (CCP) has General Secretary Xi Jinping’s attention and appears to be picking up steam for 2025. The Standing Committee of the 14th National People’s Congress (NPC) issued a report on 25 December 2024 identifying Vice Admiral Li Pengcheng (李鹏程) as one of eight NPC deputies removed for “serious violations of discipline and the law.” Li was an officer on the fast track and identified early in his career by PLA press as one to watch. He had the unprecedented distinction of having command of two separate Gulf of Aden anti-piracy escort task force deployments, extensive international maritime experience, and involvement in some of the PLAN’s most significant international navy accomplishments. Li’s career and his operations in the Mediterranean Sea had the personal attention of Central Military Commission (CMC) Chairman Xi. Vice Admiral Li Pengcheng replaced Vice Admiral Ju Xinchun (鞠新春) as the Commander of the Southern Theater Command (STC) Navy roughly a year ago. Admiral Ju suffered Admiral Li’s same fate. Comparing and contrasting two consecutive PLAN STC commanders serving in the same capacity, sacked one year apart, provides a revealing dataset to analyze the impact of sacking the commander, and of corruption more broadly, on PLAN operational capabilities and how they affect the force. The PLAN may be playing high-stakes musical chairs with its leadership, but it has a deep enough talent pool to do so without prohibitive problems. When one leader is purged, another is on deck. Politicized corruption investigations and their imposition of costs are fundamentally a speedbump rather than a showstopper. Regardless of corruption’s pervasive persistence, PLAN operational capabilities continue to improve, and cutting-edge, lethal weapons systems regularly enter service. Corruption may contribute to inefficiencies, but it does not curtail PLAN advances. Related removals are neither an indicator of prohibitive incompetence nor a self-defeating constraint on operational capabilities.
Topic:
Corruption, Leadership, Navy, People's Liberation Army (PLA), Ju Xinchun, Southern Theater Command, and Readiness
Political Geography:
China and Asia

108. China Maritime Report No. 45: The PLA Navy's Hospital Ship Fleet: Concerns, Developments, and Future Prospects

Author:
Jonathan Robinson
Publication Date:
02-2025
Content Type:
Special Report
Institution:
China Maritime Studies Institute, U.S. Naval War College
Abstract:
The PRC’s hospital ship ecosystem comprises at least 17 vessels. The People’s Liberation Army Navy (PLAN) operates 13 ships, while the state ship building sector has developed (or is developing) at least four civilian hospital ships for domestic and foreign clients. PLAN hospital ships serve two main missions: (1) Provide medical support to PLA personnel, especially those stationed around the mainland or on Chinese-occupied islands in the South China Sea. (2) Support maritime global health engagement, chiefly through missions conducted by the Peace Ark hospital ship. Almost a third (21) of the Peace Ark’s 71 port visits since 2010 have been in Melanesia and East Africa. A further fifth (12) of all visits have been to ports in the northeast Indian Ocean and West Africa. The launch of the Silk Road Ark in 2023 may increase the PRC’s maritime global health engagement capacity in the coming years. In the event of a conflict, some PLAN hospital ships would not be in compliance with international conventions on the proper identification and uses of these vessels. They lack the required markings, potentially possess armaments, or are not exclusively used as hospital ships. This could complicate the decision making of China’s opponents, especially during wartime. China’s private sector construction of hospital ships could potentially provide the PRC with the skills and knowhow to rapidly expand the PLAN’s hospital ship fleet during a conflict. U.S. Navy planners should consider how the PLAN may use its hospital ships in a conflict and how these vessels may link with other humanitarian activities seen in these settings, such as maritime humanitarian corridors, exchange of prisoners, or civilian humanitarian capabilities.
Topic:
Armed Forces, Navy, People's Liberation Army (PLA), and Hospital Ship
Political Geography:
China and Asia

109. Come and (Re)discover China: Staunchly Patriotic, Sincerely Religious, and Eager to Further Engage with the World

Author:
Bart Dessein
Publication Date:
03-2025
Content Type:
Policy Brief
Institution:
EGMONT - The Royal Institute for International Relations
Abstract:
While elderly women and men are happily singing and dancing on the shores of Hangzhou’s famous West Lake, grandparents are taking their grandchildren out for a stroll and a boat trip on the lake. Buddhist monasteries in the vicinity of Ningbo, a coastal city south of Shanghai that has recently been elevated to a ‘new first-tier city,’ are teeming with monks who have retreated from every-day life and devote themselves to the word of the Buddha. On a daily basis, tens of thousands of ordinary citizens visit Putuoshan, an insular sanctuary just off the coast of Ningbo, devoted to Avalokitesvara, the Buddhist god(ess) of compassion. In a small place in the neighborhood of Ningbo, the local monastery has newly built the ‘Avalokitesvara’s Dharma-world,’ a temple complex in full marble, ornamented with precious stones and gold leaf, venerating the same Buddhist god(ess). Also in early morning Beijing, hundreds of people are queuing up, waiting for the gates of the Lama temple to open, so that they can enter to pay their respect to the Buddhist deities. Meanwhile, the number of European tourists – despite the extended visa free travel possibilities of up to one month for many European citizens – can be counted on the fingers of one hand. Even in cities such as Shanghai where, judging from the attendance in the breakfast room of an international hotel, the foreign guests are of Indian or Near-Eastern descent, and where shops that have closed down business and commercial spaces for rent in newly built high-rise buildings catch the eye. Also in Hangzhou (equally a new first-tier city), top-end restaurants and small street stalls alike are waiting for customers. This picture is repeated in Anyang, a provincial town in Henan Province, where waitresses and waiters brave the freezing cold to lure customers into their restaurants.
Topic:
Foreign Policy, Nationalism, Religion, and Tourism
Political Geography:
China, Europe, and Asia-Pacific

110. Summits and Sanctions, War and Peace: Is the EU Still in the Game?

Author:
Sven Biscop
Publication Date:
08-2025
Content Type:
Policy Brief
Institution:
EGMONT - The Royal Institute for International Relations
Abstract:
As I set out for Beijing in early July, to teach my annual summer course on grand strategy and great powers, I knew in advance what all my Chinese interlocutors would make fun of: Mark Rutte’s and Donald Trump’s embarrassing “Daddy moment” at the NATO Summit in The Hague, epitomising European subservience to the United States. While I was still in Beijing, the EU-China Summit produced the expected non-result. That didn’t seem to bother my Chinese contacts, or so they pretended. And shortly after returning to Brussels, Ursula von der Leyen and Trump announced the EU-US trade deal – a bad deal whose main merit is that it avoided an even worse one. Even the EU’s claim to be a strong and unified economic player, as opposed to its often divided diplomatic and military posture, begins to sound hollow. One has to wonder: is the EU still in the game of great power politics?
Topic:
Sanctions, European Union, Grand Strategy, Trade, and Great Powers
Political Geography:
China and Europe

111. Stepping up Engagement in the Sahel: Russia, China, Turkey and the Gulf States

Author:
Nina Wilén
Publication Date:
04-2025
Content Type:
Policy Brief
Institution:
EGMONT - The Royal Institute for International Relations
Abstract:
Over the past five years, since the latest wave of coups began in 2020, states in the Sahel have strategically realigned and shifted external partnerships. Mali, Burkina Faso and Niger suspended their security collaboration with their long-term ally, France, following their respective coups between 2020 and 2023, and demanded for the immediate withdrawal of French troops while advancing a new narrative of sovereignty. In 2023 Mali’s regime ousted the decade-long, 13,000 troops-strong UN peacekeeping mission in the country, MINUSMA, while Niger expelled the EU’s two security and defense missions, one of which had been deployed since 2012. A few months later, Niger also broke off a decade-long defense partnership with the US. In a second wave of expulsion, yet different in manner and context, Chad, Senegal and Ivory Coast also suspended military collaboration with France in 2024. This recent expulsion of Western and multilateral partners has been accompanied by a turn by Sahelian states to old and new, predominantly authoritarian, actors. This shift reflects an effort by the military regimes to project independence, diversify their partners and ultimately maintain their hold on power. Traditional partners like China and Russia have intensified economic and security relationships with their Sahelian partners during the past few years, while newer partners like Turkey and the Gulf states have increased their presence and influence in the region through infrastructure projects, arms exports and natural resource deals. At the same time, the exit by the AES states from the regional organisation ECOWAS has resulted in both new partnerships and new tensions among member states, profoundly reshaping the regional landscape. This article, the second in a two-part series examining the security and political context in the Sahel, explores these evolving partnerships with non-Western actors, focusing in particular on the Alliance of Sahel States (AES), Mali, Burkina Faso and Niger. It examines the broader lines of cooperation and engagement by Russia, China, Turkey and the Gulf states and identifies both similarities and important differences in their approaches. The aim is to provide a clearer overview of the Sahel’s shifting international relationships and to deepen our understanding of the dynamics, tensions and strategic choices among non-Western partners. differences and tensions between the non-Western partners. With a growing number of external actors competing for influence in the Sahel, Europe must base its recalibrated (re)engagement on a solid understanding of these dynamics.
Topic:
Politics, Coup, Engagement, and Security Partnerships
Political Geography:
Russia, China, Turkey, Asia, Sahel, and Gulf Nations

112. Aligning global military posture with U.S. interests

Author:
Jennifer Kavanagh and Dan Caldwell
Publication Date:
07-2025
Content Type:
Commentary and Analysis
Institution:
Defense Priorities
Abstract:
The Pentagon should revise the U.S. global military posture to be consistent with protecting vital national interests based on a grand strategy of realism and restraint. This will mean reducing the size of the military footprint in certain regions and changing the mix and location of military forces in others. A review of the U.S. global military posture should focus on four priorities: defending the homeland, preventing the rise of a rival regional hegemon in key areas, burden shifting to allies and partners, and protecting U.S. economic security. The current military posture in Europe is too large, encouraging free-riding by European allies and preventing them from taking more responsibility for their own security. U.S. troop levels should be reduced to approximately where they were before Russia’s 2014 invasion of Ukraine. This will involve the withdrawal of some ground combat units, multiple fighter squadrons, and several destroyers. Likewise, the military posture in the Middle East is too large given limited U.S. interests and the region’s lack of an existential military threat to the U.S. homeland. Air and naval assets deployed after the 2023 attacks on Israel should be removed, post-9/11 legacy deployments in Iraq and Syria should be ended, and troops in Kuwait and Qatar should be fully withdrawn. The U.S. military posture in East Asia should be realigned to focus on balancing Chinese power and protecting U.S. interests. Recommended changes include removing most ground forces and two fighter squadrons from South Korea, moving U.S. forces away from the Chinese coast, and shifting more frontline defense responsibilities to allies like Japan and the Philippines.
Topic:
Grand Strategy, Strategic Interests, Military, and Pentagon
Political Geography:
China, Middle East, North America, and United States of America

113. Will the U.S. go to war over Taiwan?

Author:
Jennifer Kavanagh
Publication Date:
09-2025
Content Type:
Commentary and Analysis
Institution:
Defense Priorities
Abstract:
The small island of Taiwan is often at the center of U.S. foreign policy discourse. This is thanks to the threat of a Chinese invasion and fears over a resulting loss of U.S. military and economic power in the region. A recent survey by Defense Priorities shows there is substantial disagreement among experts as to how the United States should and would respond to a Taiwan conflict. This suggests the U.S. policy of strategic ambiguity toward Taiwan is working. The experts surveyed largely agreed that China is unlikely to invade Taiwan, a departure from political and military leaders who have inflated the possibility. They also tended to agree that China is unlikely to strike U.S. military bases in East Asia ahead of a Taiwan invasion, which would grant U.S. leaders flexibility in how they respond to this scenario. These experts are divided, however, on what that response should look like. Some say the United States should use direct military force in Taiwan while others argue it should only send military aid. Very few think the U.S. should stay out completely. Even as they acknowledge that a successful seizure of Taiwan would not offer China significant military or economic benefits and recognize the enormous risks and costs to the United States of entering a Taiwan conflict, some experts continue to support a U.S. intervention. This tension is perhaps best explained by a lingering attachment to the pursuit of U.S. hegemony.
Topic:
Foreign Policy, Defense Policy, and Strategic Ambiguity
Political Geography:
China, Taiwan, Asia, and United States of America

114. Target Taiwan: Challenges for a U.S. intervention

Author:
Lyle Goldstein
Publication Date:
10-2025
Content Type:
Commentary and Analysis
Institution:
Defense Priorities
Abstract:
China could attack Taiwan, attempting a fait accompli before the United States could mobilize sufficient forces in theater to defend it. Chinese advantages of proximity and will suggest that the U.S. would pay a heavy price in this scenario. U.S. ground forces would struggle to enter the combat theater in the relevant time because of uncertainties related to the air and sea campaigns. Attempts to insert U.S. ground forces in peacetime could ignite the very conflict they would intend to deter. Chinese missile, air, and drone assaults could damage U.S. airfields in the region and slow U.S. air support, acutely degrading U.S. maritime operations and Taiwan’s ground defenses. Because U.S. Navy surface forces, including aircraft carrier battle groups, are vulnerable to China’s A2/AD systems, combat in a Taiwan scenario would likely be disproportionately borne by the U.S. Navy submarine force. While these submarines could do damage to the Chinese Navy, they probably lack sufficient firepower to affect the overall outcome of a war. Surging forward U.S. air and naval power in a Taiwan scenario would entail incredible risks, including nuclear escalation. Any war or even intensive militarized rivalry between the U.S. and China would entail enormous risks in exchange for little gain.
Topic:
Defense Policy, Nuclear Weapons, Armed Forces, Military Intervention, and Rivalry
Political Geography:
China, Taiwan, Asia, and United States of America

115. Target Taiwan: Prospects for a Chinese invasion

Author:
Lyle Goldstein
Publication Date:
10-2025
Content Type:
Commentary and Analysis
Institution:
Defense Priorities
Abstract:
In a scenario where China attempts an amphibious invasion of Taiwan and the United States does not fight, the invasion will likely succeed assuming Beijing is willing to bear heavy casualties. Taiwan’s vulnerability to China is due to its proximity, since it is located well within range of Chinese missiles, airpower, rocket artillery, helicopters, and paratroopers. All this will reduce Taiwan’s ability to prevent an amphibious landing. Due to its air superiority and the geography of Taiwan, which is mostly urban and mountainous, China can plan for an infantry fight, at least initially, not one dominated by heavy armor. Hence, civilian vessels, including small craft of all types, can help ferry most troops ashore. While an operation to seize Taiwan would be a highly risky endeavor that could result in heavy Chinese losses, Beijing would likely be motivated to bear such costs, since it views national unification as a core interest. A Chinese invasion of Taiwan thus cannot be discounted and Taiwan should prepare by boosting its defense spending, emphasizing its own self-reliance, and engaging in diplomacy.
Topic:
Defense Policy, Diplomacy, Armed Conflict, Vulnerability, and Invasion
Political Geography:
China, Taiwan, Asia, and United States of America

116. Keep NATO focused on Europe, not China

Author:
Thomas P. Cavanna
Publication Date:
07-2025
Content Type:
Commentary and Analysis
Institution:
Defense Priorities
Abstract:
During the Trump I and Biden presidencies, the United States applied growing pressure on NATO to turn against China. Although focused on protecting Europe, these efforts also attempted to expand the alliance’s prerogatives into the Indo-Pacific. Should this expansion continue, it could distract NATO from Russia, the only real threat that Europe faces. It could also delay the emergence of a more autonomous Europe able to defend itself, thereby perpetuating current U.S. overstretch and reducing Washington’s ability to concentrate on the China challenge in Asia. NATO’s turn against China might generate undue tensions with the PRC, deepen Sino-Russian cooperation, and cause controversy in the Global South, all of which would work against U.S. interests. Instead of trying to fold Europe and Asia together to counter the Sino-Russian axis along the Eurasian rimland, the U.S. should keep NATO focused on Russia and encourage European strategic autonomy. It should refocus its own efforts on the Indo-Pacific and reduce the risk of escalation with Beijing.
Topic:
Foreign Policy, Defense Policy, NATO, and Expansionism
Political Geography:
Russia, United States, China, Europe, and Asia

117. China can’t dominate the Middle East

Author:
Rosemary Kelanic
Publication Date:
05-2025
Content Type:
Commentary and Analysis
Institution:
Defense Priorities
Abstract:
A common argument for the United States to remain in the Middle East is that it needs to counter Chinese expansionism. The U.S. is embroiled in a new cold war, this line of thinking goes, and if it withdraws from the Middle East, Beijing will fill the power vacuum and expand its influence. This fundamentally misreads China’s modest aims in the region, which have more to do with hedging against U.S. threats to Chinese oil access. Unlike the Soviet Union, which was proximate to the Middle East, China lacks the military wherewithal to threaten the region. And whereas it was very plausible that the Soviet Union could have captured and weaponized Middle Eastern oil production, China almost certainly could not capture the oil, and even if it did, couldn’t withhold it from the global market. In the Middle East, the United States faces less of a military and economic threat from China than it did from the Soviet Union. It should respond by finally withdrawing from the region.
Topic:
Foreign Policy, Oil, Strategic Competition, and Expansionism
Political Geography:
China, Middle East, Asia, and United States of America

118. Why the ‘Reverse Nixon’ Strategy Will Fail: The Illusion of Decoupling

Author:
Sanshiro Hosaka
Publication Date:
03-2025
Content Type:
Policy Brief
Institution:
International Centre for Defence and Security - ICDS
Abstract:
The second Trump administration has undertaken a peace deal with Russia. This policy may not simply reflect Donald Trump’s personal affinity for Moscow and deal-making style but is also likely informed by a certain strategic perception of the US-China-Russia triangle.
Topic:
Foreign Policy, Donald Trump, Strategic Interests, and Decoupling
Political Geography:
Russia, China, Europe, Asia, North America, and United States of America

119. More Than a Systemic Rival: China as a Security Challenge for the EU

Author:
Tauno Tõhk
Publication Date:
03-2025
Content Type:
Policy Brief
Institution:
International Centre for Defence and Security - ICDS
Abstract:
The EU's ties with China rank just behind its transatlantic ones in significance. With China being a major trading partner, the focus has long been on economic opportunities. In recent years, there has been a shift in how the EU frames its relationship with China. Yet, despite increasing emphasis on systemic rivalry and economic security, security risks remain underrepresented in EU China policy.
Topic:
Security, Foreign Policy, European Union, Economy, and Trade
Political Geography:
China, Europe, and Asia

120. Obscurity By Design: Competing Priorities for America’s China Policy

Author:
Tanner Greer
Publication Date:
03-2025
Content Type:
Special Report
Institution:
Foreign Policy Research Institute (FPRI)
Abstract:
Few notes of concord survive contact with Donald Trump. Trump’s election in 2016 upended settled assumptions; one by one he knocked down the pillars of consensus and convention that held up decades of American diplomacy. The strongest and most consequential of these pillars concerned China. For more than forty years, American diplomats and statesmen worked to integrate China into an American-led economic order. By doing so, they hoped to align Beijing’s behavior (and, if lucky, the entire Chinese political regime) with liberal norms. Their hopes proved in vain. China did not moderate or liberalize. The new president, rejecting both the means and ends of engagement, pushed for a less cataleptic strategy. That was five years ago. Those who see Trump as a champion of the new hawkish “bipartisan consensus on China” have been nonplussed by the first moves of his second administration. Trump invited Xi Jinping—but no other foreign leader—to attend his swearing-in. One of his first acts as president was an executive stay of the TikTok ban. Trump publicly browbeat a dozen countries with threats and blandishments in the week that followed—but not the People’s Republic of China. Contrary to expectation, Trump’s inaugural address barely glanced at China. It does not outline, or even hint at, what Trump’s approach to America’s greatest challenger might be. This obscurity is by design. Trump sees no advantage in giving advance notice. Quite the opposite: he clearly believes that the more inscrutable and erratic he seems, the better off the United States will be. This attitude was expressed neatly when the editorial board of the Wall Street Journal asked Trump about the approach he would take toward Taiwan if elected president. Trump replied that the Chinese would not dare attack Taiwan under his watch. After all, “[Xi Jinping] knows that I am f—ing crazy.” Like Richard Nixon before him, Trump is ready to play the lunatic.[1] If this is one reason Trump’s campaign never published or endorsed any detailed policy proposals regarding China, there are others. As one member of Trump’s transition team puts it, “Trump is a pragmatist, not an ideologue. He does not like tying his hands. He prefers to have strong personalities underneath him with conflicting views. He wants them to fight it out. He wants to pick the winner of each battle.” If this risks strategic incoherence, then so be it: “If you want to see what an ideologically unified administration looks like, look back at Bush and Cheney. That is the sort of disaster we want to avoid.”[2] This leadership style should be considered by any analyst who forecasts the new administration’s future. Trump positions himself as the kingmaker among competing centers of power. He encourages a certain level of disagreement in the ranks. This report provides a framework for thinking about these disagreements—especially in regard to the United States’ relationship with China.
Topic:
Foreign Policy, Diplomacy, Economics, and Geopolitics
Political Geography:
China, Asia, North America, and United States of America

121. Partners or Rivals? Areas of Convergence and Divergence of Interests in the Indo-Pacific

Author:
Alexander Korolev and Thomas J. Shattuck
Publication Date:
08-2025
Content Type:
Special Report
Institution:
Foreign Policy Research Institute (FPRI)
Abstract:
The Russian Federation and the People’s Republic of China announced that their friendship had “no limits” and “no ‘forbidden’ areas of cooperation” in 2022.[1] That summit between President Vladimir Putin and Chinese Communist Party General Secretary Xi Jinping occurred before the Russian invasion of Ukraine, but the two leaders have since doubled down on their cooperation and partnerships. However, the limits of their “no limits” partnership have not necessarily been tested, particularly within the context of the Indo-Pacific region. How close are the two countries’ priorities and interests in the Indo-Pacific? Are the two partners or prospective rivals? Do their interests converge or diverge? The Foreign Policy Research Institute’s report series for the US European Command’s Russia Strategic Initiative has utilized the instruments of statecraft to analyze the interests, influence, and relationships of Moscow and Beijing across the vast Indo-Pacific region. The first report provided a general overview of the strengthening of the bilateral relationship and specific and joint interests in the region. The second report focused specifically on China’s diplomatic, military, and economic interests across the Indo-Pacific region and gave Moscow’s perspectives on these interests. The third report homed in on the two countries’ relationship with the Democratic People’s Republic of Korea and the prospect of the three forming a trilateral axis, concluding that such an arrangement is unlikely to occur. The fourth report analyzed Russia’s use of diplomatic, military, and economic instruments of statecraft to advance its interests in the Indo-Pacific region and examined how China perceived it. This report seeks to bring the elements of the series together and provide a forward-looking approach to Moscow and Beijing’s foreign policy trajectory in the Indo-Pacific region. It will first analyze how there is a systemic convergence of joint interests at the global level. Given the context of the Ukraine war and a general Western anti-China push, the two countries and their interests are quite close at the systemic level. However, at the regional level, some divergences emerge in the security and economic realms. Russia’s historic relationships with Vietnam and India, in particular, could put Moscow and Beijing at odds, and the negative historical memories and economic imbalances of their own relationship have the potential to create new cleavages among their populations and hinder alignment formation. The report will then attempt to investigate the future trajectories of the bilateral relationship and where convergences and divergences may emerge. While specific tensions may erupt at the regional level, such as those related to a greater Russian defense presence in Southeast Asia or a Taiwan conflict, the deep structural interests and convergences will likely prevail.
Topic:
Foreign Policy, Rivalry, Strategic Interests, Regional Politics, and Strategic Partnerships
Political Geography:
Russia, China, and Indo-Pacific

122. Russia-China-North Korea Relations: Obstacles to a Trilateral Axis

Author:
Elizabeth Wishnick
Publication Date:
03-2025
Content Type:
Special Report
Institution:
Foreign Policy Research Institute (FPRI)
Abstract:
Russia and China have had diplomatic relations with North Korea and each other for more than 75 years, but Russian and Chinese relations with North Korea could not be more different. North Korea is China’s sole military ally, but—as PRC historian Shen Zhihua has cautioned—since the normalization of ties between Beijing and Seoul, the PRC-North Korea alliance was really just a “scrap of paper.”[1] By contrast, Sino-Russian military ties have been deepening; however, both countries claim they are uninterested in replicating Cold War era alliances and have committed instead to a priority partnership “for the new era.”[2] In June 2024, Russia and North Korea signed a strategic partnership agreement with a mutual defense clause. China’s 1961 treaty with North Korea (renewed most recently in 2021) also contains a mutual defense clause, raising questions about the existence of a trilateral axis. Claims about the existence of such an axis also point to the anti-Western positions these states share and their potential to undertake coordinated action directed against Western interests.[3] Critics of this view argue that there is scant evidence for the existence of such an axis beyond the current (albeit very different) assistance by China and North Korea (plus Iran) for the Russian full-scale war in Ukraine.[4] They also contend that trilateralism will not endure beyond this war.[5] Others argue that such an axis would not be in Chinese interests.[6] What is lacking in this discussion is an understanding of the indicators of a China-Russia-North Korea axis. How do we know if they are choosing to form an axis? Or not? This paper begins by examining the history of Russia-China-North Korea interactions, highlighting Sino-Russian differences in emphasis regarding North Korea prior to the full-scale war in Ukraine. To assess whether a trilateral axis formed after 2022, the paper examines evidence of institutionalized cooperation, coordination of Chinese and North Korean military aid to Russia for Ukraine, and Russian and Chinese expert perspectives. The paper then addresses the obstacles to the formation of a trilateral axis. Although authoritarian states share an overriding interest in regime security and political survival, this does not necessarily mean that we should expect solidarity among similarly disposed regimes or believe that they would inevitably form an anti-Western axis. Considerable research has been done on the reasons why authoritarian states choose to support one another,[7] but it is important to understand what factors might limit their cooperation.[8] This paper examines how the historical experience of trilateralism, reputational concerns, foreign policy considerations, and domestic factors make a new China-Russia-North Korea axis unlikely.
Topic:
International Relations, Diplomacy, Regional Politics, and Trilateral Relations
Political Geography:
Russia, China, Asia, and North Korea

123. Russia’s Use of the Instruments of Statecraft in the Indo-Pacific

Author:
Alexander Korolev
Publication Date:
06-2025
Content Type:
Special Report
Institution:
Foreign Policy Research Institute (FPRI)
Abstract:
This report analyzes Russia’s use of diplomatic, military, and economic instruments of statecraft to advance its interests in the Indo-Pacific region and examines how China perceives it. As with all reports in this series, this one defines the Indo-Pacific region as the Area of Responsibility (AOR) of the US Indo-Pacific Command (INDOPACOM). Within the AOR, it examines Russia’s activity in the subregions most significant for Russia’s strategic interests: China, the Southeast Asia and South China Sea (SCS) region, India, and the Korean Peninsula. Russia has utilized instruments of statecraft to maintain a two-level engagement pattern in the region—systemic balancing and regional hedging. At the level of systemic balancing, Russia unequivocally embraces China as an economic, military, and political ally to balance the United States or the West more broadly. However, at the level of regional hedging, Russia diversifies its economic, political, and security bets by engaging with China’s actual or potential adversaries and avoids explicitly taking one side at the obvious expense of another in regional disputes: Moscow hedges its bets between different states, including China, to maximize cooperation opportunities. This two-level engagement pattern does not undermine Russia’s systemic alignment with China, but it reduces Moscow’s dependence on Beijing and makes the regional aspects of China-Russia relations more complex. The intensification of US-China rivalry and the deterioration of China’s relations with India, Vietnam, and other Southeast Asian states are conducive to Russia maintaining this two-level pattern. The worsening US-China relations incentivize Beijing to consolidate its alignment with Russia. Simultaneously, Beijing’s growing capabilities and aggressive pursuit of its territorial claims in the region make regional powers proactively seek closer ties with Moscow, recognizing that unequivocal alignment with the US will irreversibly antagonize China, which is not in their interests. China, while concerned about Russia’s strategic partnerships in the region, needs Moscow for its confrontation with the US and quietly accepts these developments, worrying that if Russia withdraws from its partnerships with countries like India and Vietnam, the US will fill the void, which is more detrimental to Beijing. These criss-crossing geopolitical pressures give Russia an extra hedge in its relations with China without undermining China-Russia strategic alignment. As a result, Russia can develop strategic alignment with China (balancing) while enhancing strategic cooperation with whomever is available (hedging). The new Trump administration’s foreign policy toward the US’s traditional allies has increased geopolitical uncertainty and undermined the Indo-Pacific states’ trust in the US as a regional security guarantor, forcing them to diversify their external relations, which provides Russia with more regional hedging possibilities.
Topic:
Foreign Policy, Geopolitics, Statecraft, Regional Politics, and Strategic Partnerships
Political Geography:
Russia, China, Asia, and Indo-Pacific

124. Balancing the Scales of Trade: Zambia-China Relations in a Dynamic Global Economy

Author:
Zambia Institute for Policy Analysis & Research (ZIPAR)
Publication Date:
04-2025
Content Type:
Working Paper
Institution:
Zambia Institute for Policy Analysis and Research (ZIPAR)
Abstract:
Over the past two and a half decades, Sino-Zambian trade relations have transformed into a multifaceted economic partnership, evolving from foundational political alliances to a dynamic framework of economic collaboration. The diplomatic ties established on October 29, 1964, between Zambia and China provided the initial platform for engagement, exemplified by landmark projects like the Tanzania-Zambia Railway (TAZARA). However, the turning point in bilateral economic relations occurred following China’s accession to the World Trade Organization (WTO) in 2001, which marked a new era of global economic integration and elevated trade and investment between the two countries In this context, this paper examines the evolving bilateral trade and investment relationship between Zambia and China, highlighting key findings regarding the structural features and composition of trade. China has emerged as Zambia’s top trading partner, with Zambia mainly exporting raw mineral commodities and primary goods while importing Chinese manufactured products. Furthermore, the trade and investment structure reveal a high degree of sectoral concentration, particularly in the mining sector, which has dominated both Chinese investments and imports from Zambia. This has positioned China as a major source of foreign direct and portfolio investment, particularly in the mining sector, leaving a small fraction of their total investments going to other economic sectors such as agriculture, manufacturing and tourism. Global developments such as, Climate change, the global clean energy transition and shifting geopolitical alignments are reshaping the relationship between Zambia-China trade and investment frameworks. These developments challenge traditional trade frameworks, such as the comparative advantage and gravity theory of international trade, to explain the evolving trade dynamics. China’s structural changes in its real estate market and demographic pressures from an aging population, is projected to continue shaping its future economic growth trajectory. Consequently, the second section of this paper assesses the implications of China’s economic performance on Zambia, with particular attention to shifts in Chinese investment strategies. Emerging trends suggest that policy swing toward global clean energy transition agenda will shape the future economies, especially mineral resource dependent countries. Likewise, the analysis identifies risks and opportunities associated with resource-dependent economies like Zambia, given the changing scales of trade arising from China’s gradual shift in trade and investment priorities. Therefore, this paper begins by assessing the economic relationship between Zambia and China, focusing on bilateral trade, investment flows, and auxiliary connections such as construction projects and the role of Chinese investments in Zambia. It then examines recent trends and forecasts for Zambia-China economic relations, balancing short-term cyclical factors with long-term structural developments. Finally, we conclude by outlining policy recommendations to enable Zambia to adapt to the evolving dynamics of its engagement with China, with the aim of promoting favorable balance of trade.
Topic:
Bilateral Relations, Investment, Trade, and Economic Development
Political Geography:
Africa, China, Asia, and Zambia

125. Embodied AI: How the US Can Beat China to the Next Tech Frontier

Author:
Michael Sobolik
Publication Date:
07-2025
Content Type:
Special Report
Institution:
Hudson Institute
Abstract:
In 2025, violent incidents involving robotic systems caught the public eye. In June, pre-positioned Israeli drones attacked Iranian air defenses and missile launchers as part of Operation Rising Lion.1 Ukraine ran a similar operation in May. In Operation Spiderweb, Ukrainian intelligence agents targeted Russia’s strategic bombers with cheap drones that they had smuggled deep into Russia in commercial trucks.2 In other notable cases, humans attacked robots. In June, demonstrators in Los Angeles used the Waymo app to draw self-driving vehicles to their location, then set the cars on fire.3 Other cases were peaceful and even amusing. In April, a pack of humanoid robots ran a half-marathon in Beijing. Unlike their human competitors, the robots required multiple battery changes throughout the race. Less than 30 percent of the robots completed the race, and several required human assistance to finish.4 Despite their obvious differences, these instances jointly underscore the ubiquity of embodied artificial intelligence (AI). Humans have used robots in everyday life for decades, from ovens and microwaves to cars and planes. But AI has introduced the possibility of autonomous robots—machines that can perform tasks with minimal to no human involvement. Though current attack drones depend mainly on human guidance, both the United States and China are training drones to strike autonomously.5 Self-driving cars operate at a higher degree of autonomy, and their goal is to replace a human being with AI as the decision-maker inside the vehicle. Humanoid robots, meanwhile, present an even bolder proposition: replacing human workers with robots that approximate human features but exceed humans in strength and intelligence. Robots today are a far cry from the Skynet of the Terminator franchise or Hal from 2001: A Space Odyssey.They are not self-aware, nor are they capable of functioning like humans in human environments. Some believe dystopian science fiction could become reality. In a conversation with Senator Ted Cruz (R-TX) in March, Elon Musk made several startling predictions: “I think in 10 years, based on the current rate of improvement, AI will be smarter than the smartest human.” Musk went on, “There will be ultimately billions of humanoid robots. All cars will be self-driving. . . . In 10 years, probably 90 percent of miles driven will be autonomous. . . . In five years, probably 50 percent of all miles driven will be autonomous.” Most concerningly, when Cruz asked about the likelihood of a doomsday AI scenario where robots unite to annihilate humanity, Musk responded dryly, “20 percent likely, maybe 10 percent . . . [within] five to 10 years.”6 Amid AI competition with the People’s Republic of China (PRC), US policymakers should soberly weigh these risks. The likelihood of robots gaining consciousness and destroying humanity is small.7 But there is a far more likely scenario: an adversarial regime will exploit its AI advantage to steal proprietary technology from US companies, sabotage critical infrastructure, and spy on or attack Americans. The Chinese Communist Party (CCP) is currently waging multi-domain political warfare against the United States. It is encouraging the flow of fentanyl into the US to kill Americans,8 and it shapes America’s social media ecosystem by spreading disinformation and divisive narratives through TikTok and other apps.9 Furthermore, CCP agents within the United States have targeted America’s food supply with agroterrorism.10 With Beijing threatening US interests across domains, America cannot afford to also allow China to achieve dominance in AI and the global robotics supply chain—both because of the CCP’s malign intent and because of the transformative nature of these technologies.
Topic:
Science and Technology, Innovation, Artificial Intelligence, Robotics, and Information Technology
Political Geography:
China, Asia, North America, and United States of America

126. AI, National Security, and the Global Technology Race: How US Export Controls Define the Future of Innovation

Author:
Nury Turkel
Publication Date:
03-2025
Content Type:
Special Report
Institution:
Hudson Institute
Abstract:
President Donald Trump has called China’s DeepSeek artificial intelligence (AI) system a “wake-up call” for the American technology sector and emphasized the need for the United States to remain “laser-focused” on winning the AI race. His warning reflects growing concerns that China’s rapid advancements in AI—enabled by loopholes in US export control laws—pose a direct threat to national security and economic dominance. Without decisive action, the United States risks losing its competitive edge in one of the most consequential technology races of the twenty-first century. The launch of DeepSeek has heightened security concerns in the United States, leading to calls for stricter export controls to curb China’s access to advanced AI technologies. In response, the state of New York banned DeepSeek from government devices, citing serious national security risks, including data privacy vulnerabilities and state-sponsored censorship. The Pentagon and Capitol Hill also banned the use of the chatbot. Meanwhile, Beijing continues to advocate for open-source AI, arguing that broader accessibility fosters global technological advancement. However, critics warn that unrestricted openness could enable adversarial nations to exploit cutting-edge AI research for mass surveillance, cyber warfare, and disinformation campaigns. While open-source AI has fueled rapid innovation and democratized access to AI tools, its potential misuse—particularly by authoritarian regimes—raises concerns about national security and economic competition. DeepSeek represents a fundamentally different model of AI—one that enforces ideological censorship and suppresses politically sensitive topics. Unlike American AI models, which prioritize free expression and open knowledge, China’s AI platforms are deeply integrated into its system of authoritarian control. The United States should not only maintain its technological edge but also actively promote American AI as the superior alternative—one that is free from state-imposed censorship and aligned with democratic values. AI is increasingly redefining global power, with nations competing for technological supremacy. As AI reshapes industries, economies, and national security, the United States faces a critical challenge in maintaining its leadership. A comprehensive strategy should (1) strategically develop effective regulations; (2) build practicable enforcement; (3) increase investment in research and development (R&D); (4) foster domestic innovation; (5) enhance international collaboration; and (6) implement a responsible export regime that balances security with appropriate trade and economic ties.
Topic:
National Security, Science and Technology, Exports, Innovation, and Artificial Intelligence
Political Geography:
China, Asia, and United States of America

127. How Russian Coercion Diminished Deterrence and Shifted the Nuclear Balance

Author:
WIlliam Schneider
Publication Date:
06-2025
Content Type:
Special Report
Institution:
Hudson Institute
Abstract:
For a recent example of the rapidity of change in the international security environment, one should look to the United States’ most recent Nuclear Posture Review (NPR). Though it was released in 2022, nearly all its policy aims and expectations are already out of date. With Joint Chiefs of Staff Chair General Dan Caine warning last week that he does not believe Russia will stop at Ukraine, and with Russian President Vladimir Putin boasting that his country is the “highest of all nuclear powers,” Washington needs to update its understanding of the new nuclear balance. In its NPR, the Biden administration sought to place “renewed emphasis on arms control [and] nuclear non-proliferation.” Doing so, it believed, would enable the president to “pursue opportunities to reduce the role of nuclear weapons globally, enhance strategic stability with the [People’s Republic of China] and Russia, and reduce the risks of war or escalation during war.” But nuclear weapons are now central to the diplomatic aspirations of four nuclear-armed (or near-nuclear-armed) US adversaries—China, Russia, Iran, and North Korea. These increasingly aligned states have signed a series of diplomatic, intelligence, defense-industrial, logistics, and military agreements. Additionally, arms control and nuclear nonproliferation frameworks constructed during the Cold War have ceased to meaningfully constrain Russian nuclear weapons programs. Russia has withdrawn from the Comprehensive Test Ban Treaty, which suggests that it will resume nuclear testing and will not extend New START (Strategic Arms Reduction Treaty). Moreover, emerging doubts about the US commitment to global nuclear deterrence are emboldening Moscow’s nuclear weapons development and deployment aspirations. And Russia’s 2022 full-scale invasion of Ukraine signaled a definitive end to the accords concerning Ukrainian sovereignty and territorial integrity: the 1994 Budapest Memorandum and the 2014 and 2015 Minsk agreements. Most fundamentally, US policy choices since Russia’s invasion have given US allies and adversaries alike reason to believe that nuclear threats are an effective means of deterring the US. The widespread recognition that the US could be deterred from taking actions otherwise in its interest set in motion a sequence of Russian initiatives that have adversely affected the credibility of US nuclear deterrence and nuclear nonproliferation aims more broadly.
Topic:
Arms Control and Proliferation, Nuclear Weapons, Missile Defense, and Deterrence
Political Geography:
Russia, China, Iran, North Korea, and United States of America

128. Sino-Russian Interactions Regarding Kazakhstan

Author:
Richard Weitz
Publication Date:
03-2025
Content Type:
Special Report
Institution:
Hudson Institute
Abstract:
Many Russian strategists see Kazakhstan, the largest Central Asia country and a border state of Russia, as a strategic buffer shielding the Russian Federation from external threats. Russia derives considerable leverage over Kazakhstan from the two countries’ shared history, geographic proximity, economic interdependence, and defense ties. The Chinese government has cultivated extensive diplomatic, economic, and energy ties with Kazakhstan; Beijing has approached security ties more cautiously, not wishing to antagonize Russia. Kazakhstan is a critical participant in Beijing’s trans-Eurasian transportation initiatives due to the country’s pivotal location between China and Europe. Trilateral security cooperation remains modest while Russian-Chinese-Kazakhstani trade is increasing due to expanding rail, pipeline, and dual-use transfer networks connecting all three countries.
Topic:
Security, Foreign Policy, Defense Policy, Bilateral Relations, and Alliance
Political Geography:
Russia, China, Eurasia, Kazakhstan, and Asia

129. Five Ways to Bolster the US Semiconductor Ecosystem Under the Trump Administration

Author:
Jason Hsu
Publication Date:
04-2025
Content Type:
Special Report
Institution:
Hudson Institute
Abstract:
As the United States seeks to strengthen its semiconductor industry—a national security imperative amid rising competition with China—the next four years will be crucial. Policymakers and industry professionals need a comprehensive strategy to build on the Trump administration’s efforts to reshore this critical supply chain. This policy memo examines Washington’s past and present approaches to semiconductor policy and provides recommendations for the United States to secure a sustainable and successful ecosystem at a time of intensifying US-China technology competition.
Topic:
National Security, Science and Technology, Donald Trump, Strategic Competition, Supply Chains, and Semiconductors
Political Geography:
China, North America, and United States of America

130. Multi-Pole-arity: How Poland can help Europe think big on China

Author:
Alicja Bachulska
Publication Date:
04-2025
Content Type:
Policy Brief
Institution:
European Council on Foreign Relations (ECFR)
Abstract:
China’s strategic approach to its industrial policy—particularly its trade surplus and dominance in clean technologies—is a growing risk to Europe’s competitiveness and economic security. Like many other European states, Poland prefers to focus on the bilateral dimension of its relationship with China. But the scale of China’s economic threat means the EU’s only hope is to address it as a unified bloc. Poland should use its growing leadership role in the EU to help shift the bloc towards a more assertive China policy using the available tools. As it confronts the prospect of a trade war with the US, the EU cannot afford vulnerability to China. But first, Warsaw will need to recalibrate its own policies by grasping the realities of its trade relationship with China and assessing its vulnerabilities: investments, critical infrastructure and supply chains.
Topic:
Agriculture, Bilateral Relations, European Union, and Economy
Political Geography:
China, Europe, Asia, and Poland

131. Riding Unruly Waves: The Philippines’ Military Modernisation Effort

Author:
International Crisis Group
Publication Date:
08-2025
Content Type:
Special Report
Institution:
International Crisis Group
Abstract:
What’s new? Under President Ferdinand Marcos, Jr., the Philippines is modernising its military capabilities and accelerating efforts to shift focus from internal to external threats. Manila is increasing its defence acquisitions, augmenting its military partnerships and deepening its alliance with Washington – including by expanding U.S. troops’ access to Philippine bases. Why does it matter? Manila’s military modernisation effort is unfolding amid growing tensions with Beijing in the South China Sea; worries about a confrontation between the U.S. and China over Taiwan; shifting geopolitics; and uncertainty surrounding the second Trump administration’s policies. Increasingly dangerous confrontations at sea risk more strategic distrust and even armed conflict. What should be done? In balancing deterrence with diplomacy, Manila should continue military modernisation; work to enhance its alliance with the U.S.; and cultivate other defence partners. As friction with China threatens to increase, Manila should bolster crisis management channels and avoid acts that might be perceived as provocative.
Topic:
Defense Policy, Diplomacy, Territorial Disputes, Partnerships, Deterrence, Military, and Regional Security
Political Geography:
China, Asia, Philippines, United States of America, and South China Sea

132. Asia in Flux: The U.S., China and the Search for a New Equilibrium

Author:
International Crisis Group
Publication Date:
05-2025
Content Type:
Special Report
Institution:
International Crisis Group
Abstract:
What’s new? The intensifying U.S.-China military competition is shaping threat perceptions in Asian capitals, leading many countries to revisit their defence postures and doctrines. Asia experienced its largest-ever military spending increase in the last decade, fuelling regional “militarisation”. The U.S. trade war is impeding diplomacy that might manage these dynamics. Why does it matter? Continued militarisation aggravates threat perceptions among regional powers and creates conflict risks. Concretely, it raises the probability of unintended collisions and accidents in the air and at sea that involve either the U.S. or one of its allies and partners, on one side, and China on the other. What should be done? The U.S. and China should expand defence discussions and bolster channels for communicating intentions and red lines. For deterrence purposes, President Donald Trump should underscore his support for U.S. officials who are working to strengthen regional alliances. The two countries should also continue efforts to end the U.S.-launched trade war.
Topic:
Diplomacy, Bilateral Relations, Strategic Competition, Militarization, Military, and Regional Security
Political Geography:
China, Asia, United States of America, and Indo-Pacific

133. 50 Years of Relationship: Looking to the Future

Author:
CEBRI
Publication Date:
08-2025
Content Type:
Special Report
Institution:
Brazilian Center for International Relations (CEBRI)
Abstract:
In 2024, Brazil and China celebrated 50 years of diplomatic relations, marked by friendship, cooperation, and shared aspirations for the future. Over this period, the bilateral relationship has evolved from a predominantly trade-based partnership into a comprehensive strategic partnership, encompassing themes such as innovation, sustainability, and global governance. Among these agendas, sustainable development plays a central role, serving as a reference point for understanding the future paths of cooperation. In this context, CEBRI has gathered the main reflections from the China Analysis Group, an initiative carried out in partnership with BOCOM BBM, as well as from the events organized to mark the 50th anniversary of Sino-Brazilian relations. The publication highlights three priority areas for the future agenda: sustainable development, the digital economy, and strategic areas for deepening the bilateral relationship.
Topic:
Diplomacy, Bilateral Relations, Partnerships, Trade, and Sustainable Development
Political Geography:
China, Asia, Brazil, and South America

134. Transición Geopolítica Global: Conectividad, Competición y Fragmentación. Introducción

Author:
Soledad Segoviano and Antonio Marquina
Publication Date:
05-2025
Content Type:
Journal Article
Journal:
Revista UNISCI/UNISCI Journal
Institution:
Unidad de investigación sobre seguridad y cooperación (UNISCI)
Abstract:
Este número especial de la Revista UNISCI se centra en una de las cuestiones relvantes de la trasnformación que está aconteciendo en el sistema internacional, la transformación geopolítica y la rivalidad creciente entre Estados. Se puede decir que el orden internacional creado tras la segunda guerra mundial y reforzado tras el fin de la guerra fría se está disipando en medio de una profunda división y fragmentación geopolítica.
Topic:
Climate Change, European Union, Geopolitics, Maritime, Space, Strategic Competition, BRICS, Connectivity, International Order, and Energy Transition
Political Geography:
China, Europe, United States of America, and Global South

135. US-China Rivalry: Constructing Virtual Borders in Cyberspace Through War of Narratives

Author:
Dibakar De, NagaLaxmi M Raman, and Sitakanta Mishra
Publication Date:
10-2025
Content Type:
Working Paper
Institution:
Unidad de investigación sobre seguridad y cooperación (UNISCI)
Abstract:
Cyberspace has redefined national borders, prompting a rethink of traditional concepts of territoriality. In this digital realm, nations can leverage technological advancements to expand their influence beyond physical borders. This article begins by discussing the rapid emergence of narratives in cyberspace, before exploring the concept of territoriality in a virtual landscape and the roles played by both state and non-state actors. The rest of the article explores a range of aspects, including covert operations, fintech policies, divisions in emerging technologies such as AI, tech diplomacy, export control, and space-based digital infrastructure, to establish the notion of ideological and political fragmentation within cyberspace. Finally, it discusses the various strategies employed by the US, China and other actors to exploit the fragmentation of cyberspace for their own national benefit.
Topic:
Borders, Digital Revolution, Rivalry, Cyberspace, Public Diplomacy, and Great Powers
Political Geography:
China, Asia, North America, and United States of America

136. Cyber Crossroads in the Indo-Pacific: Navigating Digital Potential and Cyber Peril

Author:
Vivek Chilukuri, Lisa Curtis, Janet Egan, Morgan Peirce, Elizabeth Whatcott, and Nathaniel Schochet
Publication Date:
06-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
The Indo-Pacific faces a cyber crossroads. Down one path lies deeper military, intelligence, and economic ties between Washington and its key allies and partners in this strategically vital region. Down another, rising cyber threats from the People’s Republic of China (PRC), North Korea, Russia, and a growing shadow industry of cybercriminals and hacktivists derail these ambitions by compromising critical infrastructure, weakening data security, and undermining democratic institutions. The outcome will depend on the choices Washington and its Indo-Pacific partners make—or fail to make—in the coming years. The U.S.-China rivalry has long extended to the cyber domain, but in recent years, Beijing has increasingly exploited the gray zone of cyberspace to test, probe, and push other nations as part of a broader campaign to gain influence and shape regional norms and power structures.1 In recent years, the PRC has sharply escalated its cyber aggression in a dangerous new game that combines traditional operations focused on espionage, intellectual property theft, and data exfiltration with newly assertive disinformation, influence operations, and pre-positioning in critical infrastructure. Adding to the uncertainty, rapid advances in artificial intelligence (AI) could further tilt the balance toward offense in cyberspace in unpredictable and potentially dangerous ways. Against this backdrop, Indo-Pacific governments have taken historic steps to strengthen their resilience in a cyber landscape that has grown more varied, volatile, and dangerous than ever. To assess how Washington and its Indo-Pacific partners are navigating this cyber crossroads, the Center for a New American Security’s Technology and National Security Program and Indo-Pacific Security Program led a year-long research project that combined extensive desk research with in-person field research and expert workshops in Japan, South Korea, Taiwan, and the Philippines. This report draws on this research to offer in-depth assessments of the cyber landscapes in all four countries to identify key trends, challenges, and opportunities to strengthen cybersecurity and resilience in partnership with the United States. The findings offer cause for both optimism and concern. On the one hand, Japan, South Korea, Taiwan, and the Philippines have all undergone notable shifts in elevating cybersecurity as foundational to national security. Japan’s 2022 National Security Strategy made cybersecurity a pillar for the first time, and the government has passed reforms to facilitate information sharing with the United States and shift toward active cyber defense.2 South Korea updated its National Cybersecurity Strategy to adopt a Defend Forward cyber posture, mirroring the U.S. shift in 2018.3 Taiwan established a National Institute of Cybersecurity within its Ministry of Digital Affairs, and the Executive Yuan approved a four-year plan to boost digital resilience.4 The Philippines finalized a five-year National Cybersecurity Plan.5 For its part, the United States has elevated cybersecurity in its foreign policy with expanded information sharing, capacity building, and diplomacy anchored in a new Bureau of Cyberspace and Digital Policy within the U.S. Department of State. Recent years have seen Washington both strengthen its proactive cyber capacities and embrace a “name and shame” approach to call out malign cyber operations from foreign adversaries like Russia and the PRC. Still, these laudable efforts to bolster cyber policies, personnel, and partnerships have failed to keep pace with rising threats. Washington’s finger-wagging statements and targeted sanctions in the wake of cyber incidents have failed to stem rising threats. To confront growing cyber dangers across the Indo-Pacific, the United States and its partners need a more assertive and coordinated approach that intensifies efforts on two fronts: (1) building capacity within each country to strengthen cybersecurity and resilience, and (2) strengthening cooperation to enable more integrated, proactive cyber defense, collective signaling, and cost inflicting on malign cyber actors. To that end, this report offers recommendations to government leaders in the United States, along with both country-specific and cross-cutting recommendations for government leaders in Japan, South Korea, Taiwan, and the Philippines. Although many of the recommendations directed toward the four countries could fairly apply to the United States, strengthening domestic cybersecurity and resilience is beyond the scope of this report. Summary of Recommendations
Topic:
Science and Technology, Cybersecurity, Artificial Intelligence, Strategic Competition, and Rivalry
Political Geography:
China, United States of America, and Indo-Pacific

137. Global Compute and National Security: Strengthening American AI Leadership Through Proactive Partnerships

Author:
Janet Egan
Publication Date:
07-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
The current pathway to breakthrough artificial intelligence (AI) capabilities relies on amassing and leveraging vast “compute”—specialized chips housed within massive data centers that generate the computational power to train, enhance, and deploy advanced models. If current AI development trends continue, securing and extending U.S. access to a robust compute ecosystem will play a decisive role in whether the United States leads the world in AI or cedes its leadership to competitors. The nation that leads in deploying compute worldwide will wield critical leverage over the rules and norms governing its use. Most importantly, U.S. leadership can crowd out China’s expanding sphere of technology influence and ensure the AI transition is underpinned by trusted democratic technologies. This goal necessitates a strategy with two key components: maintaining U.S. control of the most capable compute infrastructure in the world to ensure leadership at the AI frontier, while simultaneously providing subfrontier levels of compute to partners around the world. Recent advances in AI efficiency, as demonstrated by Chinese AI models like DeepSeek-R1, have not negated the fundamental importance of compute for AI leadership.1 The nation with the most robust compute ecosystem will retain key advantages: the ability to train the most advanced systems, enhance and deploy those systems at scale, and run the experiments necessary to drive new breakthroughs in model efficiency and training.2 These advantages are likely to generate a self-reinforcing cycle of AI development, making it increasingly difficult for other nations to close the gap. If current technical trends hold, and as chip export controls increasingly hinder China’s capabilities, the AI capability gap between the United States and China should widen. However, the United States cannot afford to be complacent. Washington’s efforts to protect America’s AI leadership have relied heavily on controlling the export of advanced AI chips. Controls on semiconductor manufacturing equipment going to China were imposed as early as 2019, followed by AI chip export controls targeting U.S. adversaries in 2022, which were strengthened in 2023, 2024, and 2025.3 In January 2025, the Biden administration’s Framework for Artificial Intelligence Diffusion went a step further, placing caps on compute exports to most countries in the world.4 While now rescinded, this unprecedented action sent a clear signal to other nations that the United States is willing and able to control AI compute access. However, a heavily protectionist approach faces challenges. Abroad, chip smuggling has provided China with illegal access to advanced chips, eroding the U.S. lead.5 At home, permitting and regulatory constraints threaten to limit America’s ability to meet the energy demand for large-scale AI data centers and chip fabrication. Nondemocratic countries that possess the regulatory flexibility, capital, and readily available energy now seek to rapidly build frontier-scale AI data centers, with the potential to surpass the United States’ own compute ecosystem, absent adequate safeguards. Meanwhile, China’s ongoing investments in its compute capacity could eventually create a viable alternative supply chain beyond U.S. control, while growing concerns over reliance on U.S. technology among traditional partners may fuel demand for non-U.S. compute offerings.
Topic:
Partnerships, Leadership, Innovation, Artificial Intelligence, and Strategic Competition
Political Geography:
China, North America, and United States of America

138. Countering AI Chip Smuggling Has Become a National Security Priority: An Updated Playbook for Preventing AI Chip Smuggling to the PRC

Author:
Erich Grunewald and Tim Fist
Publication Date:
06-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
BBased on the available evidence, artificial intelligence (AI) chip smuggling has likely been occurring at a scale that significantly undermines U.S. attempts to restrict the People’s Republic of China’s (PRC’s) access to advanced AI. This is indicated by four lines of argument: Smuggling should be expected based on historical precedent. The PRC has a long history of smuggling U.S. technology despite export restrictions, which has rarely resulted in criminal or civil penalties.1 Smuggling of U.S. AI chips is highly incentivized by their superior performance, higher supply, and more mature software ecosystem relative to chips legally available to Chinese AI labs.2 Based on publicly available data, of the 22 notable models that had been developed exclusively in the PRC by 2025, only two were trained with Chinese chips.3 Six news outlets have independently reported evidence of large-scale AI chip smuggling, totaling tens to hundreds of thousands of chips smuggled in 2024. One smuggler reportedly handled an order of for servers containing 2,400 NVIDIA H100s—worth $120 million—to a customer in the PRC.4 Another facilitated an order worth $103 million.5 Singapore authorities arrested three individuals suspected of diverting AI servers worth $390 million.6 Within this reporting, multiple chip resellers and start-ups in the PRC have claimed that gaining access to export-controlled AI chips is straightforward, with one Chinese start-up founder estimating in 2024 that there were more than 100,000 NVIDIA H100s in the PRC.7 Most of the Chinese chip sellers interviewed in these reports confirm that they work with multiple distributors, use shell companies based overseas, and employ simple tactics to avoid detection, such as relabeling shipments as tea or toys.8 There are many online listings for export-controlled AI chips available for purchase in the PRC. The authors conducted a non-exhaustive search of three Chinese online marketplaces and found 132 domestic listings for export-controlled chips, along with many photos of supposedly smuggled goods.9 Where sellers provided information on stock, the average quantity of export-controlled graphics processing units (GPUs) per listing was around 1,200 for GPU server listings and 400 for GPU card listings. Though this data is patchy and likely unreliable, the total stock implied is around 100,000 H100 GPUs, as of December 2024.
Topic:
Science and Technology, Intellectual Property/Copyright, Artificial Intelligence, Smuggling, and National Security
Political Geography:
China, Asia, North America, and United States of America

139. Global Swing States and the New Great Power Competition

Author:
Richard Fontaine and Gibbs McKinley
Publication Date:
06-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
International politics is undergoing a period of rapid, significant change. China and Russia are working together more closely and alongside Iran and North Korea in opposition to what they view as a U.S.-dominated international order.1 The current U.S. administration has in its early days pursued a form of upheaval, altering key policies, relationships, and arrangements. Policymakers in Washington represent a mix: Some see the rules-based international order as key to U.S. security, prosperity, and liberty, while others argue that any such order exists only to enrich other countries at America’s expense. In contrast to broad, vague notions of what constitutes international order, five concrete pillars have benefited the United States over recent decades. The territorial order aims to protect national sovereignty and discourage wars of conquest; the global trade order aims to regularize an open international trading system in which prosperity can increase; the financial order aims to facilitate international trade and investment, promote monetary stability, and avoid crises; the nonproliferation order attempts to limit the spread of nuclear weapons; and the human rights order seeks to preserve the basic rights and liberties of individuals everywhere. Despite the many doubts about them, these core pillars of the international order enhance the security, prosperity, and freedom of Americans. As a result, the overarching goal of U.S. policy should be to preserve them, even as specific rules and institutions change and adapt. Policymakers should work with allies and against adversaries in this attempt, focusing on six “global swing states”—Brazil, India, Indonesia, Saudi Arabia, South Africa, and Türkiye—that together will exert disproportionate influence over the future of international order. Each of these countries is multi-aligned and determined to maintain ties with the United States, Russia, and China. They all seek to reform existing rules and institutions. Together, they possess the geopolitical weight to sway the future of global order. This report offers a multifaceted path for engaging with global swing states, aiming U.S. policy at a vision of world order favorable to American interests and values. Informed by more than a year of research and consultations, it offers a set of cross-cutting and country-specific policy recommendations.
Topic:
Geopolitics, Strategic Competition, International Order, and Great Powers
Political Geography:
China, Iran, North Korea, and United States of America

140. The Axis of Upheaval: Gauging the Growing Military Cooperation Among Russia, China, Iran, and North Korea

Author:
Andrea Kendall-Taylor and Nicholas Lokker
Publication Date:
07-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Russia’s full-scale invasion of Ukraine in 2022 was a critical catalyst for cooperation among Russia, China, Iran, and North Korea—what the authors call the “axis of upheaval.” Already, defense cooperation between these countries has enabled Russian aggression against Ukraine, increased their military capabilities in ways that make each country a more formidable threat, emboldened their more brazen and destabilizing actions, and magnified gray zone actions against the United States and its allies. Although much of this cooperation occurs bilaterally among specific dyads of the axis, that cooperation is increasingly beneficial to the overall group. Russian advancements on the battlefield in Ukraine and experience in modern warfare, for example, are diffusing to each axis country. Iranian drone technology now flows through Russia to North Korea and China, and Russian defense officials frequently travel from one axis capital to the next, creating connectivity among multiple members of the axis that would not otherwise exist. The cooperation among the axis of upheaval will persist, despite some claims that Russia’s and China’s limited support for Iran amid Israeli and U.S. strikes spell the end of their ties. China, Iran, and North Korea deliberated for months on the sidelines of Russia’s war before moving to more fully support Moscow after its full-scale invasion of Ukraine. China gave little more than its diplomatic support to the Kremlin in the first months after Russia’s invasion, and it was nearly six months until public reports documented the arrival of Iran’s drones in Russia. While these countries are reticent to incur unnecessary costs on behalf of their partners, they will seek out opportunities to support one another, especially in ways that help them withstand Western pressure. The incentives fueling their cooperation have not changed since Israel’s actions against Iran, and, if anything, Russia, China, and North Korea are likely to see value in helping Tehran reconstitute its capacity to antagonize the United States and create policy dilemmas for Washington.
Topic:
Security, Military Affairs, Cooperation, and Russia-Ukraine War
Political Geography:
Russia, China, Iran, and North Korea

141. Countering the Digital Silk Road: Kenya

Author:
Vivek Chilukuri and Ruby Scanlon
Publication Date:
07-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
This year marks the 10th anniversary of the Digital Silk Road (DSR), China’s ambitious initiative to shape critical digital infrastructure around the world to advance its geopolitical interests and technology leadership. A decade after its launch, digital infrastructure and emerging technologies have only grown more vital and contested as demand for connectivity, digital services, and emerging technologies like artificial intelligence (AI) expand. Against this backdrop, the DSR has become increasingly central to China’s broader strategy to challenge and ultimately supplant the U.S.-led digital order, and in doing so, reap potentially vast security, economic, and intelligence advantages. To assess the DSR’s impact 10 years after its inception—and explore how the United States and its allies can offer a more compelling and coherent alternative—the Center for a New American Security (CNAS) Technology and National Security team has undertaken a major research project that produces in-depth case studies of four diverse and geostrategically critical nations—Indonesia, Brazil, Kenya, and Saudi Arabia—and culminates in a full-length report. The third case study focuses on Kenya. For the study, researchers from the CNAS Technology and National Security team spent a week in the country interviewing U.S. and Kenyan policymakers, journalists, technology firms, civil society, and academics. Drawing on these interviews and desk research, this case study seeks to shed light on the current dynamics and stakes of the U.S.-China competition to shape Kenya’s digital ecosystem. It assesses the effectiveness of China’s DSR campaign vis-à-vis U.S. and allied efforts to align Kenya’s digital ecosystem with theirs in a way that advances U.S. security, economic interests, and values.
Topic:
Foreign Policy, Geopolitics, Digital Silk Road (DSR), and Digital Infrastructure
Political Geography:
Kenya, Africa, and China

142. Quad: The Next Phase

Author:
Lisa Curtis, Kareen Hart, Ryan Claffey, Keerthi Martyn, and Thomas Corel
Publication Date:
06-2025
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
T The Quadrilateral Security Dialogue (Quad) among the United States, Australia, India, and Japan is becoming the focal point for economic and technological cooperation in the Indo-Pacific as the competition between the United States and China intensifies and regional power dynamics continue to evolve. The Quad nations share democratic values and seek to advance an affirmative vision for the region that promotes an inclusive regional architecture and offers options for regional partners, which are charting their economic and security futures in the face of growing great power competition. The second Trump administration is signaling its commitment to deepening Quad cooperation to counter China’s efforts to dominate the region and to ensure other countries in the region remain prosperous, peaceful, and free from coercion. However, the administration also has indicated that it wants to streamline the work of the Quad and whittle down its dozens of different working groups to focus on a handful of priorities. With the need to deliver tangible results, the administration is interested in maintaining fewer—yet more active—working groups that produce substantial outputs.1 While the Quad has made notable progress since it was revived nearly eight years ago, there is opportunity to expand and deepen its work to fulfill its promise of promoting a free, open, peaceful, and prosperous Indo-Pacific. To
Topic:
Security, International Cooperation, Economy, Strategic Competition, and Quad Alliance
Political Geography:
Japan, China, India, Australia, United States of America, and Indo-Pacific

143. China in Iraq

Author:
Ingrid D'Hooghe, Vera Kranenburg, and Erwin van Veen
Publication Date:
01-2025
Content Type:
Policy Brief
Institution:
Clingendael Netherlands Institute of International Relations
Abstract:
China’s main objective in Iraq is to ensure a reliable supply of oil that diversifies Beijing’s imports without making it dependent on Baghdad. China has a large economic footprint in Iraq, moderately strong diplomatic ties and is marginally relevant from a security perspective. Specifically, 50-67% of Iraq’s oil production comes from fields where Chinese companies are involved as investors, producers or in field servicing roles. Iraq’s political elites welcome Chinese engagement as its foreign policy is less intrusive and more respectful than the United States, its presence creates alternatives and its economic deals are profitable on Iraqi terms.
Topic:
Foreign Policy, Diplomacy, Economics, Oil, Bilateral Relations, and Imports
Political Geography:
China, Iraq, Middle East, and Asia

144. The First 90 Days of Trump 2.0

Author:
Rachel Tausenfreund, Thomas Kleine-Brockhoff, Claudia Schmucker, Aylin Matlé, and Stefan Meister
Publication Date:
04-2025
Content Type:
Special Report
Institution:
German Council on Foreign Relations (DGAP)
Abstract:
This report examines the first 90 days of the Trump 2.0 administration and offers strategic recommendations for the new German government and its partners in Europe and beyond. DGAP experts analyze the administration’s priorities and methods across key policy areas and explore how best to respond. The opening chapter outlines the ideological foundations of Trump’s new coalition and their foreign policy implications, concluding with key insights and policy takeaways.
Topic:
Security, Foreign Policy, NATO, Climate Change, Migration, Science and Technology, Trade, Donald Trump, and Russia-Ukraine War
Political Geography:
Russia, China, Europe, Ukraine, Germany, and United States of America

145. Net-Zero and Nonproliferation: Assessing Nuclear Power and Its Alternatives

Author:
Henry D. Sokolski
Publication Date:
01-2024
Content Type:
Book
Institution:
Nonproliferation Policy Education Center
Abstract:
Six years ago, NPEC ran a mock execution of a law Congress passed in 1978 but that the Executive refused to implement —Title V of the Nuclear Nonproliferation Act of 1978. Title V called on the State and Energy Departments to conduct country-specific analyses of how developing states might best meet their energy needs without nuclear power. It also called for the creation of an energy Peace Corps and an assessment of what our government was spending on energy development aid-related projects. When NPEC started its efforts, the staff on the Senate Foreign Relations Committee asked to see what NPEC produced to use it to pressure the Executive finally to implement the law. NPEC commissioned a number of studies on how Iran, Saudi Arabia, China, and Taiwan might best meet their energy requirements without nuclear power. The center also contracted studies on the history and intent of Title V and on what government programs were already in play that aligned with Title V‘s stated objectives. As soon as NPEC’s project was completed, the Senate Foreign Relations Committee staff prepared a letter to Secretary of State Hillary Clinton asking the Secretary finally to implement Title V and file the reports required by law. Then, something unexpected occurred. The committee’s legal counsel discovered that the Secretary was under no obligation to comply: Congress had eliminated Title V’s reporting requirements along with several hundred other Congressionally mandated reports back in 1995. Flummoxed, I quietly set the book manuscript aside. Why, then, release it today? Because it is again timely. In October, the Biden Administration announced it is still considering extending civilian nuclear cooperation with Riyadh that would allow the Kingdom to enrich uranium — a process that can bring states within weeks of acquiring the bomb. Administration officials no longer question if Saudi Arabia really needs nuclear energy to meet its energy requirements. Shouldn’t they? Meanwhile, Taiwan’s presidential election this coming Saturday will, among other things, decide if Taiwan will build more nuclear reactors or not. Again, is new nuclear Taiwan’s best energy bet? As for China, the Pentagon has become increasingly concerned that the two “peaceful” fast breeder reactors and plutonium reprocessing plants Beijing is building will be used to make hundreds of bombs worth of weapons plutonium. One of the two fast breeder reactors is already operating. The question these dangerous nuclear activities raise is just how necessary they are to meet China’s energy requirements. Then, there’s Iran, which is intent on building reactors of Iranian design. It plans on expanding its nuclear power program from roughly one gigawatt electrical capacity to 11. Given Iran’s renewables potential and oil and gas reserves, how much sense does this make? Finally, in its efforts to achieve net zero, the Biden Administration has joined 20 other nations in pledging to triple global nuclear generation by 2050. Again, how practical is this? This volume’s aim is to help provide answers. Of course, in light of how long our government has ignored Title V, demanding it be implemented now would be odd. Creating a clean energy Peace Corps, comparing the costs of different types of energy, and trying to determine what investments would reduce emissions quickest and cheapest, however, all should be discussed. It’s my hope that the release of Net-Zero and Nonproliferation: Assessing Nuclear Power and Its Alternatives today might prompt such discussion.
Topic:
International Cooperation, Nuclear Power, Nonproliferation, Legislation, Energy, and Net Zero
Political Geography:
China, Iran, Middle East, Taiwan, Asia, Saudi Arabia, North America, and United States of America

146. German Ports and China: How to Reconcile Openness, Resilience and Security?

Author:
Marie Krpata
Publication Date:
04-2024
Content Type:
Case Study
Institution:
Institut français des relations internationales (IFRI)
Abstract:
Germany is dependent on its ports for the smooth running of its open economic model and has benefited from globalization in recent decades when the internationalization of its value chains strengthened its competitiveness. Yet, with today’s hardening geopolitics, the vulnerabilities of Europe’s leading economic power are becoming apparent. Germany’s ports are an indispensable interface between its production base and its export markets, as well as for its sources of supply. Crucial to its competitiveness, Germany’s ports are becoming increasingly indispensable for energy supplies given the country’s decoupling from Russian hydrocarbons, and they are essential for the deployment of military equipment to Europe’s eastern flank. This is why particular vigilance is required in ports such as Hamburg, where the Chinese shipping company COSCO has acquired a stake in the company operating the Tollerort terminal. This transaction would scarcely have worried anyone in the past. But now it is the subject of bitter discussions, with the Zeitenwende (“change of era”) announced by Olaf Scholz in reaction to Russia’s war of aggression against Ukraine. Increased caution seemed to gain a foothold in order not to repeat past mistakes –until the German Chancellor decided in favor of the acquisition. Given closer ties between China and Russia, China’s assertive stance on the international stage, and increased pressure on Germany from its American ally to clarify its position with regard to its main trading partner, Germany is seeing its room for maneuver shrink. Today, we need a more European approach that goes beyond short-term, profit-driven concerns. But to achieve this, we need to put in place a range of resources to be deployed in a resolutely cooperative approach.
Topic:
Security, International Trade and Finance, Sports, Trade, Industry, and Resilience
Political Geography:
China, Europe, Asia, and Germany

147. Xi Jinping’s Visit to France: Stumbling Blocks Pile Up on the Path of Bilateral Cooperation

Author:
Marc Julienne
Publication Date:
05-2024
Content Type:
Working Paper
Institution:
Institut français des relations internationales (IFRI)
Abstract:
On May 6 and 7, Chinese President Xi Jinping will pay a state visit to France, his first to Europe since 2019 and the Covid-19 pandemic. Emmanuel Macron and Xi Jinping will celebrate Franco-Chinese friendship and the sixtieth anniversary of the establishment of diplomatic relations between their two countries. It comes at a time when the bilateral relationship is officially perceived as positive on both sides, especially after the French President’s visit to China in April 2023. However, beneath the diplomatic varnish, obstacles are piling up, and the space for cooperation between the two countries is receding. Of the four major areas of cooperation on the visit’s agenda – Ukraine, economic relations, human and cultural exchanges, and global challenges – the first three are already facing significant limitations. Beyond the strictly bilateral relationship, the two heads of state have radically different visions of and for Europe. Finally, there is a number of issues that remain absent from the discussions, which are not likely to ease tensions: the Taiwan Strait, nuclear arms control and Chinese interference in Europe. They will need to be addressed sooner or later.
Topic:
Foreign Policy, Diplomacy, Bilateral Relations, Emmanuel Macron, and Xi Jinping
Political Geography:
China, Europe, Asia, and France

148. Power and Financial Interdependence

Author:
Brad Setser
Publication Date:
05-2024
Content Type:
Working Paper
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The link between financial self-reliance and geopolitical power has long been debated. The unbalanced Sino-American trade relationship has created asymmetric financial ties which generate potential sources of leverage for both parties and will not quickly disappear. Absent a clarifying major crisis, it will be difficult to definitively determine which party has greater leverage. Many in the United States (US) are concerned about indebtedness to its primary strategic rival, and the risks posed by a sudden Chinese withdrawal from US financial markets. US policymakers actively sought to encourage China’s top leadership not to withdraw financing from the market for US Agency securities in the run-up to the global financial crisis. Yet China also sees risks in this unbalanced financial relationship. Chinese policymakers have expressed concern about the domestic political consequences of losses on either their Treasury or Agency holdings and actively have sought to diversify China’s reserves – including by substituting the risk of lending to developing economies for the visibility associated with large holdings of Treasuries in US custodians. China increasingly worries that its dollar holdings and the dollar’s global role increase its vulnerability to potential financial sanctions. Both parties thus worry about the possibility that financial interdependence can be weaponized yet find it hard to extricate themselves from the inevitability of financial interdependence absent a clean break from an entrenched pattern of trade imbalances.
Topic:
International Trade and Finance, Bilateral Relations, Finance, and Interdependence
Political Geography:
China, Asia, North America, and United States of America

149. Seeking Safer Shells: An Analysis of Interpretations, Justifications, and Rationales Behind Decisions on North Korean Defectors’ Right to Asylum

Author:
Megumi Faith Mallari and Saleh Naas
Publication Date:
04-2024
Content Type:
Journal Article
Journal:
Journal of Public and International Affairs (JPIA)
Institution:
School of Public and International Affairs (SPIA), Princeton University
Abstract:
Despite their known and indisputable need for protection, North Koreans often have their applications for asylum rejected. This paper outlines the differing interpretations of North Koreans’ right to asylum and investigates the rationales and justifications behind them through the case studies of the United Kingdom, the United States, Germany, France, the Netherlands, and China (PRC). The paper argues that the rationale of the European countries analyzed is based on their generally restrictive view on asylum, independent from their political positioning on the Democratic People's Republic of Korea (DPRK). Contrastingly, the rationales of the United States and the PRC are grounded in interests directly related to the Korean peninsula and Cold War narratives.
Topic:
Geopolitics, Asylum, and Refugee Policy
Political Geography:
China, United Kingdom, Asia, South Korea, North Korea, France, Germany, Netherlands, and United States of America

150. Emerging Powers and the Future of American Statecraft

Author:
Christopher S. Chivvis and Beatrix Geaghan-Breiner
Publication Date:
04-2024
Content Type:
Special Report
Institution:
Carnegie Endowment for International Peace
Abstract:
The structure of international politics is changing in ways that are not fully appreciated in Washington. The United States has paid a great deal of attention to the rise of China in the last decade but much less to emerging powers whose rise will also shape the operating environment for American statecraft. No single emerging power will have an impact tantamount to China’s, but they will have a significant impact collectively due to their geopolitical weight and diplomatic aspirations. America has limited ability to influence the trajectory of these emerging powers, identified in this report as Argentina, Brazil, India, Indonesia, Mexico, Nigeria, Saudi Arabia, South Africa, Thailand, and Türkiye. They have taken stances that contrast or directly clash with U.S. positions on China and on Russia over the past few years. Nearly all have voiced concerns about Washington’s approach to the war in Ukraine, even as they criticized Moscow’s invasion. Almost none would line up with the United States in a confrontation with China. Instead, they are likely to pursue highly self-interested foreign policies. Washington should expect that they will increasingly challenge some of its policies, sustain relationships with its adversaries, and press their own agendas on the global stage. The emerging powers’ statecrafts are shaped in large part by their drive for economic security. But their geographies, different preferences for world order, domestic politics, and defense relationships also play a role. Concerns about the strength of democracy in other countries, which has played an animating role in U.S. foreign policy for decades, are a lower priority for them, no matter how democratic they are. It will be a mistake for the United States to frame its relations with these emerging powers primarily as part of a competition for influence with China and Russia, however tempting it may be to do so. These powers are not swing states that will tilt decisively toward either side in a global great power competition. Most will resist any efforts to bring them into a U.S.-led camp as in the Cold War. Trying to make them do so would also risk strategic overreach by embroiling the United States too deeply in the emerging powers’ domestic politics or by expending its resources in pursuit of building ties that never materialize. A better approach for the United States would be to focus on negotiating interest-based deals with emerging powers while cordoning off areas of disagreement. These might include tailored market access and investment agreements, agreements on technology manufacturing, energy transition initiatives, efforts to combat deforestation, efforts to build public health infrastructure, and infrastructure investments. It would be wasteful of the United States to offer these countries security guarantees, but in some cases providing security assistance can serve its interests. Washington should accept that most of these countries will maintain close diplomatic, economic, and sometimes security relationships with China and probably Russia. Over the longer term, it will serve U.S. interests to strengthen the sovereignty of emerging powers when possible and cost-effective to do so. This will provide a bulwark against the undue expansion of China’s power and influence and help ensure that, even if they do not side with the United States, they are not drawn closely into the orbit of its major geopolitical competitors. Strengthening emerging powers’ sovereignty will also help boost their development as constructive powers with a stake in sustaining a peaceful world order conducive to global economic growth.
Topic:
Foreign Policy, Sovereignty, Strategic Competition, and Emerging Powers
Political Geography:
Africa, Russia, China, Middle East, Asia, Latin America, and United States of America

151. Tracing the Roots of China’s AI Regulations

Author:
Matt Sheehan
Publication Date:
02-2024
Content Type:
Working Paper
Institution:
Carnegie Endowment for International Peace
Abstract:
In 2021 and 2022, China became the first country to implement detailed, binding regulations on some of the most common applications of artificial intelligence (AI). These rules formed the foundation of China’s emerging AI governance regime, an evolving policy architecture that will affect everything from frontier AI research to the functioning of the world’s second-largest economy, from large language models in Africa to autonomous vehicles in Europe. U.S. political leaders often warn against letting China “write the rules of the road” in AI governance. But if the United States is serious about competing for global leadership in AI governance, then it needs to actually understand what it is competing against. That requires examining the nuts and bolts of both China’s AI regulations and the policy process that shaped them. This paper is the second in a series breaking down China’s AI regulations and pulling back the curtain on the policymaking process shaping them. The Chinese Communist Party (CCP) and the Chinese government started that process with the 2021 rules on recommendation algorithms, an omnipresent use of the technology that is often overlooked in international AI governance discourse. Those rules imposed new obligations on companies to intervene in content recommendations, granted new rights to users being recommended content, and offered protections to gig workers subject to algorithmic scheduling. The Chinese party-state quickly followed up with a new regulation on “deep synthesis,” the use of AI to generate synthetic media such as deepfakes. Those rules required AI providers to watermark AI-generated content and ensure that content does not violate people’s “likeness rights” or harm the “nation’s image.” Together, these two regulations also created and amended China’s algorithm registry, a regulatory tool that would evolve into a cornerstone of the country’s AI governance regime. Contrary to popular conception in the rest of the world, China’s AI governance regime has not been created by top-down edicts from CCP leadership. President Xi Jinping and other top CCP leaders will sometimes give high-level guidance on policy priorities, but they have not been the key players when it comes to shaping China’s AI regulations. Instead, those regulations have been the product of a dynamic and iterative policymaking process driven by a mix of actors from both inside and outside the Chinese party-state. Those actors include mid-level bureaucrats, academics, technologists, journalists, and policy researchers at platform tech companies. Through a mix of public advocacy, intellectual debate, technical workshopping, and bureaucratic wrangling, these actors laid the foundations for China’s present and future AI regulations. This paper traces the progression of these regulations through the “policy funnel” (see figure 1) of Chinese AI governance. For both recommendation algorithms and deep synthesis rules, the initial spark for the regulation came from long-standing CCP concerns about the creation and dissemination of online content. For the former, the rise of the algorithmically driven news app Toutiao threatened the CCP’s ability to set a unified narrative and choose which stories are pushed to readers. In the case of deep synthesis, online face swap videos grabbed the attention of the Chinese public and led government regulators to consider the threat of deepfakes. Over the course of 2017–2020, these concerns made their way through China’s bureaucracy. Regulators took a series of stopgap measures in specific applications, while also tasking policy analysts and government-adjacent technical organizations with exploring different regulatory interventions.
Topic:
Science and Technology, Governance, Regulation, and Artificial Intelligence
Political Geography:
China, East Asia, and Asia

152. The risk of artificial intelligence: China edition

Author:
Filip Jirouš
Publication Date:
04-2024
Content Type:
Special Report
Institution:
Center for the Opening and Development of Latin America (CADAL)
Abstract:
We should be worried about China’s AI capacities, not only because it enhances the powers of the Party-state, but also because it is exporting its population control technology and policy abroad.
Topic:
Science and Technology, Governance, Authoritarianism, Surveillance, Artificial Intelligence, Social Control, and Threat Assessment
Political Geography:
China and Asia

153. Starr Forum: China: The Rise and Fall of the EAST

Author:
Yasheng Huang and Will Knight
Publication Date:
04-2024
Content Type:
Video
Institution:
MIT Center for International Studies
Abstract:
Speaker: Yasheng Huang, Epoch Foundation Professor of Global Economics and Management, MIT Sloan School of Management, and faculty director of the MIT-China Program at the Center for International Studies. Discussant: Will Knight, senior writer, Wired magazine, covers artificial intelligence and other emerging technology. He was previously a senior editor at MIT Technology Review, where he wrote about fundamental advances in AI and China’s AI boom.
Topic:
Science and Technology, Geopolitics, and Autocracy
Political Geography:
China and Asia

154. US Hegemony in Latin America: Think Tanks and the Formation of Consensus about the Chinese Presence

Author:
Luciana Wietchikoski and Livia Peres Milani
Publication Date:
05-2024
Content Type:
Journal Article
Journal:
Revista Brasileira de Política Internacional (RBPI)
Institution:
Instituto Brasileiro de Relações Internacionais (IBRI)
Abstract:
In recent years, U.S. government agencies have defined the Chinese presence in Latin America as a challenge, which has organized foreign policy towards the region. Departing from a neo-Gramscian approach, this paper investigates the bibliographical production of U.S. think tanks and seeks to understand the construction of consensus about the Chinese presence in Latin America. The methodology is based on content analysis and we identified two main narratives: in the first, the Chinese presence is presented as a threat to U.S. regional hegemony; in the second, the Chinese adaptation to liberal precepts is sought. There are therefore nuances in how the Chinese power is perceived, although the discourses remain restricted to the promotion of capitalism and neoliberalism under U.S. leadership.
Topic:
Foreign Policy, Hegemony, and Think Tanks
Political Geography:
China, Latin America, North America, and United States of America

155. Palestine: Public Opinion Report 2023, Part 2

Author:
Khalil Shikaki
Publication Date:
02-2024
Content Type:
Special Report
Institution:
Arab Barometer
Abstract:
Palestinians see the Israeli occupation as the most critical threat facing Palestine and their most preferred countries are Turkey, Qatar, and China. In a comparison between China's and U.S. foreign policies, the Palestinian public views China's policies more positively than those of the U.S. on all issues at hand. Wide-ranging opposition to Arab normalization with Israel remains as strong as it was two years ago, but most express optimism about the world's solidarity with the Palestinians, and the vast majority expresses opposition to Russia's invasion of Ukraine. These are the results of the latest wave of the Arab Barometer (AB) poll in Palestine, the 8th to be conducted since the start of these polls in the Arab World. The poll was conducted by the Palestinian Center for Policy and Survey Research (PSR) in the West Bank and the Gaza Strip essentially during the period immediately before the start of the October the 7th war in the Gaza Strip and its envelop on the Israeli side. The period leading up to the poll witnessed a number of important developments, including the 30th anniversary of the signing of the Oslo Accords. The period saw a rise in the number of Israeli incursions into Palestinian cities and refugee camps, particularly in the northern parts of the West Bank. During this period, Palestinian factional leaders met in City of El Alamein in Egypt in the presence of President Abbas but failed to agree on a joint statement. During this period, settler terrorist acts in Palestinian areas of the West Bank increased, as did armed attacks by Palestinians against settlers and Israelis. Finally, there have been press reports that there are US-Saudi negotiations to reach an agreement to normalize SaudiIsraeli relations and that Palestinian-Saudi and Palestinian-American meetings have been held to set Palestinian conditions for this normalization agreement. This report is the second in a series of reports that cover the findings of the current wave of AB. It addresses one important issues covered by AB8: Palestinian perception of various international and regional actors and other international relations issues. While the focus is placed on the findings of AB8 regarding these topics, the report sets to compare these findings with those obtained by PSR in AB7, conducted two years earlier, and one poll conducted after AB8.
Topic:
International Relations, Foreign Policy, Public Opinion, Normalization, and October 7
Political Geography:
China, Turkey, Middle East, Israel, Palestine, and Qatar

156. Lessons from China's fiscal policy during the COVID-19 pandemic

Author:
Tianlei Huang
Publication Date:
03-2024
Content Type:
Working Paper
Institution:
Peterson Institute for International Economics (PIIE)
Abstract:
Expansionary fiscal policy helped China's economy grow in 2020, a year in which most economies contracted because of the COVID-19 pandemic. Amid a broader pivot to policy and regulatory tightening, fiscal support was withdrawn in 2021. In 2022, government budget turned expansionary to ensure economic stability ahead of the Communist Party Congress, but the execution fell short and fiscal policy ended up being weaker than planned. A recurrent problem during the pandemic, however, was that local governments did not fully spend their budgets. Aside from the sharp drop in local governments' land sale revenue in 2022, which dragged down their spending, it was also caused by local governments' failure to fully utilize their special bond quotas approved by the central government for capital investment. China's fiscal policy during the COVID-19 pandemic highlights four issues with implications for fiscal policy making. First, the government needs to avoid projecting unrealistically high land sale revenue in its budgets. Second, it needs to reconsider its problematic use of local-government special bond as a major fiscal stimulus instrument. Third, it needs to make sure its deficit, growth, and inflation targets are consistent. Last, Beijing needs to be more tolerant of higher fiscal deficits, at a minimum ensuring that overall fiscal spending grows at least as rapidly as nominal output.
Topic:
Budget, Economic Growth, Fiscal Policy, COVID-19, and Fiscal Deficit
Political Geography:
China and Asia

157. China’s Perspective on Economic Security

Author:
Audrye Wong
Publication Date:
01-2024
Content Type:
Working Paper
Institution:
Korea Economic Institute of America (KEI)
Abstract:
This paper examines how Beijing views economic security as well as other countries’ actions in this realm. Economic security is not a new or foreign concept to Chinese thinkers and policymakers, but the emphases, concerns, and priorities have evolved, due in part to changes in the international environment as well as in China’s own economic and geopolitical situation. This paper examines how Chinese leaders and scholars have approached the definition and scope of economic security, as well as recent and proposed policy responses. It draws on a range of Chinese-language official documents and scholarly writings, as well as broader secondary source analyses. The paper explores that while Chinese discussions of economic security tend to be framed as ensuring economic development and stability, development is implicitly and explicitly linked to national security. Many writings emphasize that economics is the foundation for national strength (including military capabilities). As such, it is more than just economic survival and growth for the economy’s sake; it also has implications for China’s geopolitical position in the international order. In that respect, economic stability and national security may be hard to separate. Indeed, we see a resurgence in today’s rhetoric about the notions of development and security as inextricably linked, along with the need to coordinate the two—and in service of maintaining CCP rule and regime stability. Finally, the paper shows Beijing is taking concrete steps toward increased legalization and institutionalization of economic security measures. This represents a shift, at least in the domain of retaliatory countermeasures, from its usually more “informal” approach to economic coercion, which has afforded more flexibility and minimized political costs for the regime. At the same time, actual implementation has been relatively limited thus far.
Topic:
Foreign Policy, Development, National Security, Trade Wars, and Economic Security
Political Geography:
China and Asia

158. 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

159. 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

160. 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

161. 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

162. 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

163. 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

164. 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

165. 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

166. 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

167. 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

168. 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

169. 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

170. 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

171. 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

172. 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

173. 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

174. 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

175. 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

176. 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

177. 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

178. China’s Cooperation with Southeast Asia to Support More Ambitious Clean Energy Transition by 2030

Author:
Asia Society Policy Institute
Publication Date:
03-2024
Content Type:
Special Report
Institution:
Asia Society
Abstract:
Southeast Asia stands at a critical juncture in its energy transition, grappling with the need to foster clean energy development while confronting infrastructure and investment challenges. A series of engagements in 2023 organized by the Asia Society Policy Institute (ASPI) brought together key stakeholders to strategize on enhancing China's role in the region's shift towards renewable energy, focusing on targeted investments and policy synergy with regional initiatives. This policy report, China’s Cooperation with Southeast Asia to Support More Ambitious Clean Energy Transition by 2030, introduces the "Clean Prosperity Plan," a blueprint advocating socio-economic and climate resilience through joint China-Southeast Asia efforts. The plan highlights project-specific recommendations, green industrialization, and renewable energy projects expedited by policy support, poised to catalyze investment and job creation, thereby sparking a positive feedback loop that could amplify regional clean energy ambitions.
Topic:
Climate Change, Development, Regional Cooperation, Infrastructure, and Energy Transition
Political Geography:
China, Asia, and Southeast Asia

179. The geopolitics of water: how the Brahmaputra River could shape India–China security competition

Author:
Neely Haby
Publication Date:
08-2024
Content Type:
Special Report
Institution:
Australian Strategic Policy Institute (ASPI)
Abstract:
This report assesses the geopolitical impact of a possible dam at the Great Bend of the Brahmaputra. In particular, it exams the dam as a potential source of coercive leverage China may gain over India. A dam there would create four likely strategic effects: it would very likely consolidate Beijing’s political control over its distant borderlands; it would create the potential for massive flooding as a tool of violence; it may affect human settlement and economic patterns on the Indian side of the border, downstream; and it would give Beijing water and data that it could withhold from India as bargaining leverage in unrelated negotiations. To mitigate those challenges and risks, the report provides three policy recommendations for the Indian Government and its partners in Australia and the US. First, it recommends the establishment of an open-source, publicly available data repository, based on satellite sensing, to disseminate information about the physical impacts of the Great Bend Dam. Second, it recommends that like-minded governments use international legal arguments to pressure Beijing to abide by global norms and conventions. Third, it recommends that the Quad—the informal group comprising Australia, India, Japan and the US—use its humanitarian assistance and disaster relief (HADR) guidelines to begin to share information and build capacity for dam-related contingencies.
Topic:
Water, Geopolitics, Rivers, Competition, Regional Security, and Brahmaputra River
Political Geography:
China, India, and Asia

180. Ice panda: navigating China’s hybrid Antarctic agenda

Author:
Elizabeth Buchanan
Publication Date:
08-2024
Content Type:
Special Report
Institution:
Australian Strategic Policy Institute (ASPI)
Abstract:
Antarctica is often overlooked in strategic discussions, but its role in geopolitical competition deserves attention. This report assesses the continents importance to Australian security, China’s hybrid Antarctic activity, and the need for Australia to develop a balancing strategy capable of bolstering the Antarctic Treaty and ‘pushing back’ against growing Chinese power in Antarctica. Antarctica offers significant strategic advantages for the People's Republic of China (PRC). Although Beijing's actions in Antarctica may not overtly violate the Antarctic Treaty (AT), they effectively undermine its principles and, by extension, Australia's strategic interests. Currently, the PRC is adeptly navigating the AT System to challenge the status quo without explicitly breaching the treaty. China's domestic policies, which merge civil and military sectors, appear to contravene the spirit of the AT's military prohibitions, even if they have not yet resulted in direct military activity on the continent. This evolving dynamic underscores the pressing need for Australia to safeguard the existing Antarctic status quo. With robust Australian foreign and security prioritization, the AT can counter Beijing's growing ambitions, which may directly impact Australian interests. We must protect and uphold the principles of the AT. With diverse domestic and international priorities, Australia must not neglect Antarctica, as Beijing continues to exploit the strategic gap left by our limited focus. Australia, with its rich history and commitment to Antarctica, must assert its role as an Antarctic claimant and clarify that China's presence is contingent on Australian and other claimants' cooperation. It's time for Australia to lead in Antarctica and protect our strategic interests.
Topic:
Security, Foreign Policy, Geopolitics, and Strategic Competition
Political Geography:
China, Australia, Asia-Pacific, and Antarctica

181. Chinese foreign policy in 2024: crisis management and global governance

Author:
Thomas Eder
Publication Date:
01-2024
Content Type:
Special Report
Institution:
Austrian Institute for International Affairs (OIIP)
Abstract:
This Trend Report examines key aspects of Chinese foreign policy in 2024, emphasizing three critical questions: the Taiwan situation, China’s stance in the Ukraine conflict, and its global governance reform proposals. The analysis suggests that the likelihood of a Chinese invasion or blockade of Taiwan remains low due to electoral outcomes and various deterrent factors. China is expected to intensify non-physical threats. Economic considerations, including reliance on exports and partnerships with Europe, deter China from escalating support for Russia. The "Global South" is likely to support China’s global governance reforms, driven by resentment against perceived US double standards. European decision-makers are advised to align strategies with China’s nuanced approach, emphasizing reassurances on Taiwan, clear red lines on Russia, and increased engagement with the "Global South" while upholding UN principles.
Topic:
Foreign Policy, Governance, Crisis Management, and Russia-Ukraine War
Political Geography:
China and Asia

182. The European Union can go green and lower dependencies on China

Author:
Luke Patey
Publication Date:
02-2024
Content Type:
Policy Brief
Institution:
Danish Institute for International Studies (DIIS)
Abstract:
Some Western pundits see the ongoing policy push from the European Union to de-risk supply chain dependencies on China as a threat to gains from decades of economic globalisation. Others regard Chinese industrial strengths in green technologies as unbreakable and see attempts to diversify the EU’s reliance as setting back global efforts to fight climate change. Yet, diversifying sources of critical minerals away from China and other large suppliers is a necessity in today’s volatile geopolitical climate. As well as actively pursuing new partnerships overseas to lower large dependencies on single sources, EU member states should fully harness new regulatory tools, such as the Critical Raw Materials Act, to diversify sources of critical minerals and exploit the Net-Zero Industry Act to support the production of green technologies and leverage European resources, capabilities and know-how. Contrary to conventional thinking, Europe is not starting from scratch when it comes to developing strategic supply chains in green, digital and defence technologies. Over time, there is ample potential for de-risking critical minerals to have a positive impact on the EU’s supply chain resilience and its contribution to lowering global emissions.
Topic:
European Union, Green Technology, Supply Chains, Energy Transition, and Critical Minerals
Political Geography:
China and Europe

183. Forecasting Chinese expansion into Central Asia

Author:
FARAS
Publication Date:
04-2024
Content Type:
Policy Brief
Institution:
Future for Advanced Research and Studies (FARAS)
Abstract:
In early April 2024, China signed a two-year enhanced security cooperation agreement with Uzbekistan, which was reached during a meeting between Chinese Minister of Public Security Wang Xiaohong and Uzbek President Shavkat Mirziyoyev and Interior Minister Pulat Bobojonov in Tashkent. Some believe this pact was prompted by escalating international and regional competition for Central Asia, mainly because it came amid moves by international and regional powers in the five countries. Moreover, as China expands activities in this region to capitalize on cooperation potentials and opportunities, its influence in the five Central Asian countries, Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan, is steadily rising, mainly encouraged by Moscow's preoccupation with its war in Ukraine. The development is raising questions about the future of China's presence in Central Asia in the coming years.
Topic:
Security, Foreign Policy, Diplomacy, Strategic Competition, and Cooperation
Political Geography:
China, Central Asia, and Asia

184. Xi Demands Fealty Despite Domestic And Foreign Woes

Author:
Willy Wo-Lap Lam
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
China Brief
Institution:
The Jamestown Foundation
Abstract:
The Politburo held a “democratic life meeting (民主生活会)” on December 21–22, 2023, in which President Xi Jinping gave an internal, unpublished speech. According to accounts provided to the author by three officials at the rank of department head or above, Xi admitted that he had repeatedly postponed the Third Plenum of the 20th Central Committee (which according to Party norms should have taken place in October) because he “could not offer any viable solution for the nation’s problems.” Xi, who is general secretary of the Chinese Communist Party (CCP) and commander-in-chief, went on to blame the other 23 Politburo members and other senior cadres, not only for failing to give him good advice but also for demonstrating signs of disobedience. Reports of Xi’s frank admission of the dire straits of the Party’s leadership were widely circulated on social media. The official Xinhua read-out of the Politburo meeting also cited Xi as demanding “unison of thought” among top-tier officials. This entails adhering closely to the instructions of the “core leadership”—in other words, to Xi himself (Xinhua, December 25, 2023). The supreme leader raised the “two safeguards (两个维护),” a slogan that refers to “safeguarding the authority of comrade Xi Jinping as core of the party” and “safeguarding Xi Jinping Thought on socialism with Chinese characteristics for a new era.” President Xi also admonished his close advisors to “take a firm grip on the internal laws of developments [of issues]; accurately distinguish between events and trends, crises and opportunities, and benefits and harms … and effectively combat risks and take action on the basis of stability” (People’s Daily, December 23, 2023). This instruction tallies with caveats given by Xi throughout the past year, in which he has warned that China faces unprecedented challenges and that the party-state apparatus must ready itself to tackle “black swans and gray rhinos.”
Topic:
Financial Crisis, Leadership, Xi Jinping, Chinese Communist Party (CCP), and Banking
Political Geography:
China and Asia

185. CCP Ideological Indoctrination, Part 2: The New Plan for Training Party Cadres

Author:
John Dotson
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
China Brief
Institution:
The Jamestown Foundation
Abstract:
On December 29, 2023, Chinese Communist Party (CCP) General Secretary Xi Jinping addressed a gathering of People’s Republic of China (PRC) diplomatic personnel in Beijing’s Great Hall of the People. He instructed his audience to compose a “diplomatic iron army (外交铁军)” representing China’s interests. Notably, Xi emphasized the need for correct political thinking: asserting that they must “persist in our revolution (坚持自我革命),” “be steadfast in political conviction (政治信念坚定),” and “build a sturdy ideological line of defense (筑牢思想防线)” about themselves in the performance of their work (Yang Guang Wang, December 30, 2023). These comments are the latest example of an extensive series of efforts by the CCP leadership in late 2023 to reinforce ideological regimentation within the Party. On October 16, 2023, the CCP Central Committee promulgated a new document titled the National Cadre Education and Training Plan (2023-2027) [全国干部教育培训规划 (2023-2027年)] (hereafter “2023 Cadre Plan”), which laid out extensive new requirements for ideological study on the part of CCP officials (PRC Government, October 16, 2023). This move had been signaled at a CCP Politburo meeting at the end of August, which was reportedly convened to deliberate on new draft documents related to ideological training for Party members. The official coverage of the August meeting emphasized that forthcoming Party directives would further scrutinize “political judgment (政治判断力)”—signifying loyalty and obedience to the central Party leadership—and “strengthen political gatekeeping (加强政治把关)” for cadre reliability (PRC Government, August 31, 2023).
Topic:
Ideology, Political Parties, Chinese Communist Party (CCP), and Indoctrination
Political Geography:
China and Asia

186. Xi’s New Year’s Speech Dismisses Difficulties

Author:
Arran Hope
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
China Brief
Institution:
The Jamestown Foundation
Abstract:
On New Year’s Eve, a prerecorded address from Chinese President Xi Jinping was broadcast across the Party’s global network of official media outlets (Youtube, December 31, 2023). The speech is an annual tradition, delivered from behind a wooden desk in rhetoric that is at once paternalistic and triumphalist, in which Xi surveys the high points of the outgoing year and looks to the year ahead. The form of this year’s set-piece was no different, but the content departed from previous years in ways that are indicative of Xi’s shifting priorities, and the Party’s growing concerns about the state of the nation. The most significant section of the speech addressed the economic difficulties that China has weathered in the last year: “On the road ahead, trials and hardships [lit. ‘wind and rain’] will be the norm. Some enterprises are facing pressures, some of the masses are encountering difficulties finding jobs and meeting basic needs, and some places have hit by floods, typhoons, earthquakes, or other natural disasters (有风有雨是常态 。一些企业面临经营压力，一些群众就业、生活遇到困难，一些地方发生洪涝、台风、地震等自然灾害).”
Topic:
Domestic Politics, Ideology, Xi Jinping, and Rhetoric
Political Geography:
China and Asia

187. China’s Anti-Corruption Efforts Gain Momentum in Finance and Healthcare

Author:
Alexis Brown
Publication Date:
10-2024
Content Type:
Journal Article
Journal:
China Brief
Institution:
The Jamestown Foundation
Abstract:
On September 27, Chinese President Xi Jinping presided over a meeting of the Politburo, where he announced the end of the current round of finance inspections but suggested that more were to follow (Xinhua, September 27). The authorities may have chosen to focus on financial corruption to coincide with the restructuring of financial regulators in March, in which a central finance commission was created to give the Party center more direct control over the finance sector. This move indicates that the Party has taken a greater interest in the sector. So far in 2023, China’s anti-corruption organs, the Central Commission for Discipline Inspection (CCDI, 中国共产党中央纪律检查委员会) and the National Supervisory Commission (NSC, 中华人民共和国国家监察委员会), have intensified investigations across both the healthcare and finance sectors. Authorities have investigated at least 180 hospital chiefs and 80 senior employees in financial institutions between January and early September. [1] By comparison, the CCDI and NSC only targeted 12 hospital leaders from 2019-2022 (CCDI). Through the anti-corruption campaigns, the party leadership is likely to bolster support among certain demographics, eliminate political opponents, and address some real instances of graft. However, due to the absence of robust institutions and transparency, systemic corruption will persist after the current drives wind down. The Party and state organs carry out anti-corruption in healthcare regularly, but in 2023 they have elevated the importance of this work. This is the first time the CCDI and NSC were involved in the National Health Commission’s annual conference on anti-corruption, where a national centralized campaign to crack down on graft was launched. The campaign will continue until mid-2024 (National Health Commission, July 21). [2] One motivation may be to address public frustrations with healthcare from the COVID-19 pandemic. There was an uproar over incidents like hospitals turning away ER patients for not having negative Covid tests and testing centers generating huge profits but producing fraudulent test results (Joint Prevention and Control Mechanism of the State Council, December 9 2022 Credit China, December 23 2022). Another reason may be to combat illegal healthcare charges in order to boost household consumption, one of the government’s top economic targets for 2023 (Xinhua, March 14).
Topic:
Corruption, Finance, Public Policy, and Healthcare System
Political Geography:
China and Asia

188. Global IR Research Programme: From Perplexities to Progressions

Author:
Deepshikha Shahi
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
All Azimuth: A Journal of Foreign Policy and Peace
Institution:
Center for Foreign Policy and Peace Research
Abstract:
Our basic expectations vis-à-vis ‘the international’ have turned our phenomenal existence into two seemingly irreconcilable cognitive prisons: ‘one world’ with homogenizing propensities (dominated by the West) and ‘many worlds’ with heterogenizing predispositions (embodied by the non-West). Every so often, these cognitive prisons—oscillating between the extreme homogenizing propensities of the West and heterogenizing predispositions of the non-West— become obstacles in implementing effective global partnerships that are required to tackle the challenges thrown by global crisis-situations, e.g., the likelihoods of world war, financial crisis, climate change, pandemic, and the like. The agenda of the ‘Global IR research programme’ has emerged to demolish these cognitive prisons. To this end, this agenda finds rational support from multiple auxiliary theories that derive stimulus from hitherto denigrated knowledge-forms thriving in different corners of the world: e.g., Tianxia (all-under-heaven) from China, Advaita (non-duality) from India, and Mu No Basho (place of nothingness) from Japan. Nevertheless, the conditioned reflexes of many IR researchers compel them to receive the emergent knowledge-forms by correlating their ‘source’ and ‘scope’: generally, the knowledge-forms having their source in the West are granted a global scope, whereas the knowledge-forms having their source in the non-West are given a local scope; it is often suspected that the local non-Western knowledge-forms cannot grasp the larger global scenario. Philosophically, these conditioned reflexes emanate from Kantian dualism, which forms disconnected opposites of phenomena-noumena, science-metaphysics, West–non-West etc. This article reveals how the Global IR research programme—inspired by the Chinese, Indian and Japanese cosmovisions—strives to demolish the cognitive prisons of ‘one world versus many worlds’, thereby ensuring the prospective progressions of this research programme.
Topic:
International Relations and Research
Political Geography:
Japan, China, India, and Global Focus

189. Western-Centric Moments in Homegrown IR Theories: Dependency, Chinese and African Schools

Author:
Engin Sune
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
All Azimuth: A Journal of Foreign Policy and Peace
Institution:
Center for Foreign Policy and Peace Research
Abstract:
The modern international system has been shaped by long-standing historical practices of unequal power relations, which have positioned the Western world at the center of the political universe. Due to the centrality of the Global North in the international system, any IR theory that aims to portray a true picture of the “globe” necessarily situates the West at the center of scientific inquiry. Furthermore, the form of universality generated by Western hegemony has been diffused throughout the world over centuries, spreading Western political institutions, economic structures, and ideological norms in an uneven setting. As a result, the social structures of the Global South have developed through an uneven form of relationship and dialectical interaction with the West. Therefore, homegrown IR theories, which uncover local political, philosophical, or cultural motives as sources for theory-making, in fact, concentrate on stratified forms of the universal reality that is diffused through the uneven spread of Western social structures. In this sense, there is a Western-centric moment in any homegrown IR theory. Accordingly, this article develops a scientific realist account of the structure/agent relationship in order to analyze the material grounds of Western-centrism in the field of international politics and to evaluate the role of non-Western actors. Additionally, it critically evaluates distinctive homegrown theories produced on three different continents to reveal the aforementioned Western-centric moments in these theoretical initiatives. Namely, the Dependency School of Latin America, the Chinese School of International Relations, and the African School are respectively scrutinized to disclose the embedded Western-centrism in these theoretical initiatives.
Topic:
International Relations and International Relations Theory
Political Geography:
Africa, China, and Global South

190. China’s Role in the Middle East

Author:
John Calabrese and Yun Sun
Publication Date:
02-2024
Content Type:
Video
Institution:
Middle East Institute (MEI)
Abstract:
The Middle East Institute (MEI) hosted an on-the-record briefing to discuss China’s role in the Middle East amid rising regional tensions and growing threats to both international security and the global economy.
Topic:
Security, Foreign Policy, International Security, and Economy
Political Geography:
China, Middle East, and Asia

191. The Party and the People: Chinese Politics in the 21st Century

Author:
Orhan Çifçi
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
Uluslararasi Iliskiler
Institution:
International Relations Council of Turkey (UİK-IRCT)
Abstract:
In his book, The Party and the People: Chinese Politics in the 21st Century, Bruce Dickson, Professor of Political Science and International Affairs at George Washington University, thoroughly scrutinizes China’s domestic political system and the inner structure of the Chinese Communist Party (CCP). Dickson largely limits his primer to the post-Mao period, with each of the book’s sections answering specific research questions: “What Keeps the Party in Power?”, “How Are Leaders Chosen?”, “How Are Policies Made?”, “Does China Have a Civil Society?”, “Do Political Protests Threaten Political Stability?”, “Why Does the Party Fear Religion?”, “How Nationalistic Is China?” and “Will China Become Democratic?”. Each question he seeks answers to sheds light on the relationship between the CCP and Chinese society. Dickson argues that the CCP has exercised unopposed authority throughout the country since 1949 despite many elite conflicts, economic catastrophes and social unrests. Nevertheless, the party has not always resorted to repressive methods to stay in power. Rather, it is the author’s main argument that the main survival policy is the party’s ability to be responsive to the demands of Chinese people. For Dickson, the repression-responsiveness dichotomy is the core strategy that made it possible for the CCP to rule China as a single party for decades.
Topic:
Politics, History, Book Review, and Political Parties
Political Geography:
China and Asia

192. The Future of the Belt and Road in Europe: How China’s Connectivity Project is Being Reconfigured across the Old Continent – and What It Means for the Euro-Atlantic Alliance

Author:
Nicola Casarini
Publication Date:
02-2024
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
China’s Belt and Road Initiative (BRI) has entered the twilight zone in the old continent, following a deterioration of bilateral relations between the EU member states and China over the last years. Italy’s official exit from the BRI at the end of 2023 was a further blow to Chinese President Xi Jinping’s signature foreign policy. Yet, the BRI in Europe is being reconfigured rather than being terminated. In Western Europe, the BRI is moving away from physical infrastructure projects and investment in industrial assets – the latter being increasingly protected from Chinese takeovers by both national and EU legislation – to financial and monetary connectivity. This shift is welcomed by various European actors, including some policymakers at the national level, eurozone institutions and major banks. Concurrently, most of Eastern European countries continue to promote BRI projects and seek to attract Chinese investments, suggesting that there is a two-speed Europe when it comes to China, both in terms of geography and sectors.
Topic:
Infrastructure, Foreign Direct Investment, European Union, Belt and Road Initiative (BRI), and Currency
Political Geography:
China, Europe, Asia, and Italy

193. Sino-Russian relations in a geopolitical Europe

Author:
Pierre Andrieu
Publication Date:
03-2024
Content Type:
Working Paper
Institution:
Robert Schuman Foundation (RSF)
Abstract:
The close relationship between Russia and China is by no means a solid, long-term alliance, but rather a temporary rapprochement, that has been strengthened by the Russian invasion of Ukraine. The fragility of this relationship, based on history and structural imbalances, persists and reinforces mutual mistrust. For the European Union, while all discussions with an aggressive and threatening Russia have disappeared, China remains both “a cooperation and negotiation partner, an economic partner and a systemic rival” with whom we need to maintain a sustained dialogue, commensurate with a Europe that has begun to assert its geopolitical dimension in the last two years.
Topic:
Bilateral Relations, Geopolitics, Rapprochement, and Russia-Ukraine War
Political Geography:
Russia, China, and Europe

194. China's Trade Strategies and Korea-China Cooperation Plans

Author:
Seung Shin Lee, Sang Baek Hyun, Su Yeob Na, and Young Sun Kim
Publication Date:
01-2024
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
As uncertainties in the global trade environment expand, China's trade strategy is changing, and these changes are expected to have a significant impact on our trade environment with China. This paper analyzed China's policies on new trade issues such as supply chain reorganization, digital trade, climate change response and proposed policy implications.
Topic:
Climate Change, International Cooperation, Bilateral Relations, Trade, and Digital Policy
Political Geography:
China, Asia, and South Korea

195. EU's “Open Strategic Autonomy” and its Implications for Korea

Author:
Youngook Jang
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
This brief explores the shifting global trade landscape characterized by weakening globalization and rising protectionism, exacerbated by events such as the US-China trade disputes, COVID-19 pandemic, and Russia's invasion of Ukraine. It discusses how these factors have prompted a trend towards 'Open Strategic Autonomy' (OSA) in the European Union (EU), as evidenced by newly suggested industrial and trade policies. The EU's experiences during the pandemic and energy dependence on Russia have emphasized the need for resilient supply chains. The analysis draws from Jang et al. (2023) to examine how the EU's OSA has evolved in response to these changes, offering insights for policy implications for Korea.
Topic:
European Union, Trade, Supply Chains, Strategic Autonomy, and Russia-Ukraine War
Political Geography:
China, Asia, South Korea, and United States of America

196. Analyzing South Korea’s Semiconductor Industry: Trade Dynamics and Global Position

Author:
Hyung-gon Jeong
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
U.S. sanctions on China's semiconductor industry are causing major shifts in the global supply chain, affecting South Korea's industry due to its reliance on Chinese manufacturing. The Biden administration's increased sanctions, combined with global trends towards semiconductor self-sufficiency, are putting South Korea's semiconductor position at risk. Countries such as the U.S., China, and Japan are building up their domestic semiconductor industries, potentially affecting South Korea's position in the global market. Deeply integrated with China, Korean companies, face the challenge of reducing this dependence and adapting to the evolving supply chain landscape. This paper examines the import and export trends of the South Korean semiconductor industry over the last five years to assess its global standing, identify challenges, and suggest strategic directions. Using data from the Korea Customs Service from 2019 to 2023, the study analyzes trade patterns and supply chain configurations within South Korea's semiconductor industry. The industry is divided into six main categories and 33 subcategories, based on the analysis of 381 semiconductor-related items categorized under the Harmonized System at the 10-digit level. This detailed classification allows for an in-depth examination of trade trends, supply chain structures, and associated risks within the South Korean semiconductor industry. Moreover, this research uses the classification method described and UN Comtrade statistics to create a dataset on global semiconductor trade. This dataset is used to analyze the international presence of the South Korean semiconductor industry and its market shares in China across different segments.
Topic:
Trade, Supply Chains, and Semiconductors
Political Geography:
China, Asia, and South Korea

197. North Korea’s 2023 Trade with China: Analysis and Forecasts

Author:
Jangho Choi and Yoojeong Choi
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
This article analyzes North Korea-China trade trends and statistics in 2023 to evaluate the extent of North Korea's trade normalization and its performance. North Korea's trade with China increased by more than 120% compared to the previous year as the country declared a COVID-19 Endemic and gradually eased border controls, but did not recover to 2018-19 levels, the year before the outbreak of COVID-19. Imports to China recorded 2.00 billion, 124.1% higher than the 0.89 billion in 2022. North Korea's imports from China in 2023 are estimated to be the maximum achievable given the lack of a full resumption of over-land trade. However, as the negative impact of UN sanctions on the North Korean economy is ongoing, making it difficult to normalize industrial production. North Korea mainly imported raw materials for processing trade (textile and garment raw materials), staple foods (rice and sugar), agricultural materials (fertilizer), and construction materials from China in 2023. North Korea’s exports to China stood at 0.29 billion, up 118.4% from 0.13 billion in 2023. Exports remain at the 16.9% of the level before the tightening of UN sanctions on North Korea, as the country has failed to diversify its products and expand exports of major export items. Exports were highly dependent on specific products, wigs and false eyelashes, a labor-intensive industry, accounting for 57.1% of total exports. In spite of increasing wigs export, North Korea failed to further expand its amount and diversify the export items in the second half of the year. According to the analysis of trade statistics, the main goals of North Korea's 2023 US foreign economic policy are: (1) resuming smuggling trade in textiles and clothing, (2) building irrigation canals in preparation for summer floods, (3) implementing state-led grain distribution, (4) building living houses in a rural area, and (5) increasing metal production for Russian arms exports. Despite the increase in imports from China in the transition to the coronavirus pandemic, it is difficult to say that it has yet led to the recovery of industrial production and economic development. The future of North Korea's trade with the rest of the world in 2024 will be determined by whether North Korea fully opens its borders and improves its relations with China. In 2024, both North Korea's exports and imports are expected to be slightly higher than in 2023. North Korea's exports are unlikely to increase significantly, as North Korea-Russia military cooperation is expected to continue and China is likely to maintain its checks on the growing Sino-Russian alignment. Increased imports will lead to a larger trade deficit, but it will be within North Korea's ability to manage for one to two years.
Topic:
Economics, Border Control, Trade, and COVID-19
Political Geography:
China, Asia, and North Korea

198. Deterrence Gap: Avoiding War in the Taiwan Strait

Author:
Jared M. McKinney and Peter Harris
Publication Date:
01-2024
Content Type:
Book
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
The likelihood China will attack Taiwan in the next decade is high and will continue to be so, unless Taipei and Washington take urgent steps to restore deterrence across the Taiwan Strait. This monograph introduces the concept of interlocking deterrents, explains why deterrents lose their potency with the passage of time, and provides concrete recommendations for how Taiwan, the United States, and other regional powers can develop multiple, interlocking deterrents that will ensure Taiwanese security in the short and longer terms. By joining deterrence theory with an empirical analysis of Taiwanese, Chinese, and US policies, the monograph provides US military and policy practitioners new insights into ways to deter the People’s Republic of China from invading Taiwan without relying exclusively on the threat of great-power war.
Topic:
Foreign Policy, International Security, Deterrence, and Cross-Strait Relations
Political Geography:
China, Taiwan, Asia, United States of America, and Indo-Pacific

199. International Competition in the High North: Kingston Conference on International Security 2022

Author:
Michael E. Lynch and Howard Coombs
Publication Date:
01-2024
Content Type:
Book
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
The 16th annual Kingston Consortium on International Security conference, “International Competition in the High North,” took place on October 11–13, 2022, in Kingston, Ontario, Canada. The conference examined the Arctic region in the context of ongoing climate change and against the backdrop of war in Ukraine. Over the past several years, the United States has acknowledged the growing importance of the Arctic as a strategic region, and the Department of Defense and each of the US military services have published Arctic policies or strategies. In addition, the Department of Defense has created a new regional study center, the Ted Stevens Center for Arctic Security Studies in Alaska. Canada and the other Arctic Council nations have also acknowledged the growing importance of the Arctic region and revised strategic frameworks and changed institutional approaches to ensure Arctic security challenges arising from great-power competition and other threats, like those to the environment, are addressed. This volume captures these ideas for the United States and its allies so all can benefit from this experience.
Topic:
Defense Policy, NATO, Climate Change, Indigenous, Strategic Competition, Arctic Council, Military, Dual Use Infrastructure, Environmental Security, and North American Aerospace Defense Command (NORAD)
Political Geography:
China and Arctic

200. Arming Allies and Partners: How Foreign Military Sales Can Change the China Problem

Author:
Brennan Devereaux
Publication Date:
03-2024
Content Type:
Special Report
Institution:
The Strategic Studies Institute of the U.S. Army War College
Abstract:
Allies and partners are “a center of gravity” for the DoD National Defense Strategy in the Indo-Pacific.1 But are regional nations building military capacity to help the United States prepare for and deter a potential clash with the People’s Republic of China, or are they solely focused on defending their own territories? Although regional nations’ aims may often overlap, they also diverge in some cases. Partner-capacity development must therefore reflect the distinction between deterrence and territorial defense. The US military has been diligently building relationships and developing partner capacity in the Indo-Pacific region for years, conducting dozens of exercises annually and recently establishing the Joint Pacific Multinational Readiness Center.2 These efforts in the Indo-Pacific region have increased with the US military’s attempt to shift away from the Middle East, and President Joe Biden’s declaration that China is “the only competitor with both the intent to reshape the international order and, increasingly, the economic, diplomatic, military, and technological power to do it.”3 Regardless of efforts in the region, not all relationships with partners are equal; the potential assistance each partner would be willing to provide the US military in a conflict with China will vary for myriad reasons. Although each nation’s support requirements and development goals are distinct, assistance through military sales is a foundational aspect of building capacity, providing allies and partners a venue for acquiring military equipment. The Foreign Military Sales program, often critiqued for its inefficiencies, is being revamped by the US Department of State and Department of Defense.4 Partner nations purchasing US military equipment will remain focused on their own national interests, which for many partners remain security and the defense of sovereign territory. Updates to how the United States approaches military sales can also be tailored to support US military interests more effectively. In other words, US strategic objectives should underpin the prioritization of sales to specific countries, and US efforts should extend beyond financial benefits or the intangibles of building partnerships. To account for the unique and distinct challenges the US military faces in the Indo-Pacific theater, the modernization of Foreign Military Sales should aim to provide the United States with a relative military advantage over China by tailoring the program’s approach to arming allies in a way that complements US military efforts in the region. Modernizing Foreign Military Sales begins by categorizing nations based on their expected roles in a potential clash between the United States and China.
Topic:
Security, Defense Policy, Partnerships, and Arms Sales
Political Geography:
China, United States of America, and Indo-Pacific