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151. The Russia Factor in China’s Relations with the West

Author:
Klaus W. Larres and Lea Thome
Publication Date:
04-2024
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
Tension between China and the Western world has been a characteristic of global affairs for the better part of the last decade. Notwithstanding Russia’s full-scale invasion of Ukraine in February 2022, the United States continues to view China as its greatest global rival and competitor. In fact, many policymakers in Washington (though by no means all of them) view China as an existential threat to America’s global influence and predominance. As the European Union and its 27 member states are not among the world’s superpowers, the Europeans have a somewhat more relaxed attitude toward China. Still, according to an important policy statement issued by the EU Commission in 2019, Brussels has come to see Beijing not only as a “partner and competitor” but also as a serious “systemic rival.” This refers less to geopolitical concerns but very much to global governance issues and geoeconomic, trade, and investment relations with China. The EU is deeply concerned about the continuing lack of reciprocity of market access, intellectual property theft, and China’s frequently state-subsidized competition regarding cutting-edge technology products, including solar panels, EV vehicles, and many other products, which may soon swamp the EU market. The EU Commission has launched an investigation into China’s production of EV vehicles and also Beijing’s shipbuilding industry, which it suspects may well work on the basis of rather unfair and highly subsidized support from the Chinese state.
Topic:
Foreign Policy, Markets, Geopolitics, Economy, Strategic Competition, and Production
Political Geography:
China, Europe, Asia, and United States of America

152. Pivotal States, Not Swing States

Author:
Mohammed Soliman
Publication Date:
04-2024
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
The United States, in particular, is grappling with the challenges posed by the emerging multipolar order and the need to secure a favorable position in this evolving global landscape. As part of this contemplation, there is a growing recognition of the significance of “swing states” like India, Türkiye, Indonesia, Vietnam, Brazil, and Saudi Arabia in shaping the outcome of the postCold War order and the broader global system. However, framing these consequential states as “swing states” in and of itself carries significant risk, as it implies that the only choice they have is a binary one: pick the U.S.-led West or the China and Russia axis. In reality, their strategic posture is far away from choosing one side over the other; at the same time, they are not behaving similarly to the Cold War-era non-aligned movement that was inherently anti-Western and leaned towards the Soviet-led block under the disguise of anti-colonialism solidarity. The appropriate strategic name for this growing list of countries in the present-day is “pivotal states,” and includes Brazil, India, Indonesia, Saudi Arabia, and Türkiye, chosen for their strategic geography, demography, and overall strength. Alongside these, there are other pivotal states with unique roles, such as Vietnam due to its position in the global supply chain and Egypt as a maritime bottleneck between the East and West. It is now widely acknowledged that international stability and the outcome of the U.S.-China neoCold War are influenced by factors beyond the behavior of Russia and China. But one crucial factor that remains underappreciated is that the behavior of pivotal states— which are determined to chart an independent course—will play vital roles in shaping the future of the international system. It is essential to recognize that these pivotal states inherently reject the bipolarity and “Cold War 2.0” framing that dominates the perspectives of, for example, Washington, Brussels, and Tokyo.
Topic:
Geopolitics, Strategic Competition, Strategic Stability, and Multipolarity
Political Geography:
Russia, Indonesia, Turkey, India, Brazil, Vietnam, Saudi Arabia, and United States of America

153. Protecting Freedom of Thought: Mitigating Technological Enablers of Disinformation

Author:
Alexa Raad
Publication Date:
01-2024
Content Type:
Policy Brief
Institution:
Centre for International Governance Innovation (CIGI)
Abstract:
It has been said that a lie can travel halfway around the world while the truth is putting on its shoes. Social media and internet ad-supported business models that capitalize on capturing attention have introduced powerful technological enablers that are supercharging the targeting, dissemination and amplification of false information online. Influence operations have been quick to use these tools to manipulate and compromise freedom of thought. Assuming these ad-based business models are here to stay, at least for now, steps must be taken to address the problematic elements that influence operators are leveraging. Remediation efforts must both prevent amplification of harmful content, and increase the risk, cost and complexity to the influence operator. Alexa Raad describes frameworks that can be used to analyze the stages, tactics, techniques and procedures used in influence operations, and outlines the need in the United States for regulation in four areas — actions which, alongside effective public-private collaboration and increased media literacy, would help to “mitigate the pollution of our information ecosystem and protect our freedom of thought.”
Topic:
Security, Governance, Regulation, Internet, Disinformation, and Emerging Technology
Political Geography:
North America and United States of America

154. Episode 7: The Racial Muslim

Author:
Sahar Aziz and Deborah Amos
Publication Date:
05-2024
Content Type:
Video
Institution:
Center for Security, Race and Rights (CSRR), Rutgers University School of Law
Abstract:
Religious bigotry in the U.S. racializes Muslims and Arabs – particularly those in immigrant communities. This week’s episode tackles an ongoing trend where racism quashes religious freedom. Host Sahar Aziz and longtime war correspondent and Princeton journalism Professor Deborah Amos discuss the groundbreaking phenomenon of “The Racial Muslim: When Racism Quashes Religious Freedom” through an historical and comparative approach that demonstrates how race and religion intersect.
Topic:
Islam, Race, Religion, Immigrants, and Freedom of Religion
Political Geography:
North America and United States of America

155. Is Guanxi Changing? Referral Hiring and Social Networks in China

Author:
Elena Obukhova and Yao Lu
Publication Date:
04-2024
Content Type:
Video
Institution:
Weatherhead East Asian Institute, Columbia University
Abstract:
What is the role of guanxi in China today? To answer this question, Professor Elena Obukhova examines the relationship between social networks and referral hiring. In the first study, she compares China and the US. In the second study, she explores differences between China’s provinces. This event is part of the 2023-2024 lecture series on “Labor Market Transformations in China" and is hosted by the Weatherhead East Asian Institute and cosponsored by Columbia's China Center for Social Policy.
Topic:
Markets, Labor Issues, Social Networks, and Hiring
Political Geography:
China, Asia, and United States of America

156. Japan’s Strategic Cooperation with NATO: Connectivity between Ukraine and Taiwan Crises

Author:
Tomonori Yoshizaki and Ayumi Teraoka
Publication Date:
03-2024
Content Type:
Video
Institution:
Weatherhead East Asian Institute, Columbia University
Abstract:
China’s global outreach and the War in Ukraine have pushed U.S. allies in Asia and Europe closer in recent years. Professor Tomonori Yoshizaki of Tokyo University of Foreign Studies (TUFS), former Vice President of the National Institute for Defense Studies (NIDS) of the Japanese Ministry of Defense, will help us understand the motivations behind the developing ties between Japan and NATO. He will explore the prospects of their cooperation in the Indo-Pacific and beyond and conclude by offering implications for the U.S.-Japan alliance.
Topic:
Foreign Policy, NATO, International Cooperation, Alliance, Crisis Management, and Russia-Ukraine War
Political Geography:
Japan, Europe, Taiwan, Asia, and United States of America

157. 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

158. The Future of Nuclear Proliferation after the War in Ukraine

Author:
Nicholas L. Miller
Publication Date:
04-2024
Content Type:
Working Paper
Institution:
Institut français des relations internationales (IFRI)
Abstract:
In the context of deep changes to the international security environment, especially the war in Ukraine, the risks of nuclear proliferation seem quite high, especially in the Middle East and East Asia. Four categories of factors have been identified that might trigger an escalation. Firstly, changes in the international security environment, including heightened competition among major powers, could increase pressure for proliferation in regions like Europe, Asia, and the Middle East. Secondly, the declining ability of the United States to enforce non-proliferation regimes may lead allies to seek nuclear capabilities due to concerns over U.S. reliability. Thirdly, failures by nuclear powers to uphold disarmament commitments and the emergence of the Treaty on the Prohibition of Nuclear Weapons could undermine non-proliferation norms. Lastly, the war in Ukraine highlights the potential use of nuclear threats in conflicts, reinforcing the perception of nuclear weapons as crucial for national security. While there are reasons to anticipate growing proliferation risks, historical precedent suggests that these risks can be managed. Concerns over U.S. reliability and disarmament failures have been addressed through coercion and reassurance in the past. Additionally, the impact of conventional wars supported by nuclear deterrence has been contained. While some risk factors are novel, such as the decline of the U.S. nuclear industry and the emergence of the Treaty on the Prohibition of Nuclear Weapons, their decisive impact remains uncertain. The implications for the Middle East and East Asia vary. Allies like Japan and South Korea may be convinced to remain non-nuclear due to U.S. security assurances, while adversaries like Iran could be incentivized to pursue nuclear capabilities amid declining effectiveness of U.S. sanctions. If Iran acquires nuclear weapons, it may pressure Saudi Arabia to follow suit, potentially leading to regional proliferation dynamics. Thus, great powers and the international community need to step in to manage proliferation triggers by maintaining a focus on nonproliferation in their statecraft.
Topic:
Arms Control and Proliferation, Nuclear Weapons, International Security, Deterrence, and Russia-Ukraine War
Political Geography:
Russia, South Korea, Saudi Arabia, and United States of America

159. 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

160. Revising Organ Procurement Organization Guidelines to Obtaining Family Consent for Deceased Donation: An Anthropologically Informed Policy Proposal

Author:
Gillian Tisdale
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:
Organ transplantation has become a widespread medical practice with public policy designed to increase rates of deceased donation. When individuals have not registered as organ donors, next-of-kin are called on to make donation decisions—requiring families to grapple with the often-confusing concept of ‘brain death’ and parse their understanding of what the deceased would have wanted. Current public policy is explicitly designed to promote high donation rates without clear regard to the experiences of donor-families; at best, these policies prime donation conversations to involve unethical practices, while at worst, the disregard of kin’s experiences may also diminish deceased donation rates. Anthropological literature has documented the often aggressive tactics used by transplant organizations that demonstrate a disregard for the emotional experiences of kin. In 2023, Congress passed the Securing the U.S. Organ Procurement and Transplantation Network Act, prompting the United States Department of Health and Human Services (HHS) to reevaluate organ donation policies and solicit requests for proposal for a new federal contractor to take over the network responsible for overseeing all organ sharing. This article leverages the relevant anthropological literature to provide guiding principles and proposed language amending the Centers for Medicare & Medicaid Services (CMS) Interpretive Guidance that HHS could implement as part of its modernization initiative. These principles aim to improve experiences for kin without lowering donation rates. The article recommends that HHS and its contractors collect metrics to measure the quality of Organ Procurement Organization (OPO) interactions, counterbalancing current benchmarks focused on procurement rates. It also recommends improved protocols to empathically and systematically support kin’s understanding of brain death.
Topic:
Legislation, Public Policy, Procurement, and Organ Transplants
Political Geography:
North America and United States of America

161. Guam in Washington, 1972-Present: The Overlooked Strategic Implications of Congressional Polarization

Author:
Mirabai Venkatesh
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:
Contrary to the long-held logic that giving Guam a stronger, more autonomous voice will undermine U.S. strategic interests, failing to provide Guam with a stable pathway of interest advancement beyond Congress hinders its development and with it the federal government’s ability to achieve soft-power advantages and basic military readiness in the Indo-Pacific theater. Since the United States assumed responsibility for administering the territory of Guam in 1898, it has treated the prospect of Guam’s status improvement as detrimental to U.S. strategic interests. This has informed its chosen method of territorial administration, which places U.S. territories under the authority of the Department of the Interior. Each territory is then given only one formal representative in Congress, specifically the U.S. House of Representatives, but without full-voting rights. This paper will explore how Guam has managed to advance its interests in Washington since 1972, highlighting how congressional representation has become Guam’s most successful pathway of interest advancement with the federal government to date. However, the agency and success of Guam’s congressional delegates must be framed within a broader discussion of the fragility of the U.S. approach to territorial administration, which has relegated Guam to a pathway of interest advancement incredibly vulnerable to political sea change. Ultimately, this paper will illustrate how Guam’s main pathway of interest advancement in Washington is quickly narrowing at the expense of U.S. strategic interests in the Indo-Pacific.
Topic:
Foreign Policy, Domestic Politics, History, Soft Power, Autonomy, and Strategic Interests
Political Geography:
Asia-Pacific, United States of America, Indo-Pacific, and Guam

162. 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

163. Israel and Genocide: Not Only In Gaza

Author:
Mark Lewis Taylor
Publication Date:
03-2024
Content Type:
Commentary and Analysis
Institution:
The North American Congress on Latin America (NACLA)
Abstract:
Israel and the United States share responsibility in perpetuating Guatemala's military-sponsored Silent Holocaust.
Topic:
Genocide, Counterinsurgency, and State Sponsored Terrorism
Political Geography:
Israel, Palestine, Gaza, Guatemala, and United States of America

164. Honduras: A Narco-State Made in the United States

Author:
Laura Blume
Publication Date:
04-2024
Content Type:
Commentary and Analysis
Institution:
The North American Congress on Latin America (NACLA)
Abstract:
Although Juan Orlando Hernández was convicted of drug trafficking in a New York court, the United States has yet to own up to its role in fostering state-sponsored drug trafficking in Honduras.
Topic:
Conflict, Coup, Organized Crime, Drug Trafficking, and Narco-State
Political Geography:
Latin America, Honduras, and United States of America

165. Viva Palestina! NYC Student Encampments Spark National Rebellion

Author:
Mariana Navarrete Villegas
Publication Date:
05-2024
Content Type:
Commentary and Analysis
Institution:
The North American Congress on Latin America (NACLA)
Abstract:
Latinx students are standing with Palestine. For them, the occupation and oppression of Palestine are inseparable from the U.S.- and Israel-backed militarization of Latin America.
Topic:
Genocide, Occupation, Protests, Political Movements, Students, and Militarization
Political Geography:
New York, Palestine, Gaza, Latin America, North America, and United States of America

166. A Strategic Cross-Border Labor Alliance

Author:
David Bacon
Publication Date:
02-2024
Content Type:
Commentary and Analysis
Institution:
The North American Congress on Latin America (NACLA)
Abstract:
A relationship between a U.S. and a Mexican union, forged in the face of NAFTA, has borne fruit over decades of struggle. Two leaders reflect on the importance of international solidarity.
Topic:
Labor Issues, Solidarity, Alliance, NAFTA, and Unions
Political Geography:
Latin America, North America, Mexico, and United States of America

167. Update: US and UK Strikes on Yemen Escalate Tensions

Author:
Luca Nevola
Publication Date:
01-2024
Content Type:
Commentary and Analysis
Institution:
Armed Conflict Location & Event Data Project (ACLED)
Abstract:
On 12 January, United States and United Kingdom air forces claimed to have carried out strikes on over 60 Houthi targets at 16 locations in Yemen. The operation was supported by Australia, Bahrain, Canada, and the Netherlands, members of the naval task force Operation Prosperity Guardian. The spokesperson of the Houthi military forces acknowledged the attack, mentioning that 73 raids targeted the capital Sanaa and the governorates of al-Hudayda, Taizz, Hajja, and Saada, resulting in five fighters dead and six injured. The multi-national operation sought to eliminate Houthi strategic infrastructure, thereby diminishing the Houthis’ offensive capabilities, and to retaliate following the group’s 9 January direct attack on US warships. However, it is unlikely that the strikes completely eradicated Houthi military capacity to target objectives in the Red Sea.
Topic:
Non State Actors, Houthis, Armed Conflict, and Strategic Infrastructure
Political Geography:
United Kingdom, Middle East, Yemen, and United States of America

168. US Student Pro-Palestine Demonstrations Remain Overwhelmingly Peaceful | ACLED Brief

Author:
Bianca Ho and Kieran Doyle
Publication Date:
05-2024
Content Type:
Commentary and Analysis
Institution:
Armed Conflict Location & Event Data Project (ACLED)
Abstract:
Student protests calling for divestment from Israel on university campuses around the United States are the latest sign of public discontent with the Israel-Palestine conflict. Some notable violent clashes have recently taken place, such as on the University of California, Los Angeles (UCLA) campus, where demonstrators and counter-demonstrators fought at a student encampment overnight on 30 April. However, between 7 October and 3 May, the overwhelming majority of student demonstrations — 97% — have remained peaceful. Demonstrations involving students now make up more than 40% of all US demonstration activity related to the conflict since it reignited in October 2023. Over 94% of the more than 1,360 student demonstrations held between 7 October 2023 and 3 May 2024 have shown support for Palestine.
Topic:
Political Movements, Students, Demonstrations, Divestment, and Universities
Political Geography:
Middle East, Palestine, Gaza, North America, and United States of America

169. 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

170. How American Public Opinion on Palestine Shifted

Author:
Geneive Abdo
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
Cairo Review of Global Affairs
Institution:
School of Global Affairs and Public Policy, American University in Cairo
Abstract:
Overlapping connections among young activists struggling for the rights of women, 2SLGBTQIA+, Black Lives Matter, indigenous Indians, Latinos, and all people of color have produced a dramatic shift in how the Palestinian–Israeli conflict is being perceived in the United States
Topic:
Public Opinion, Solidarity, Protests, Ceasefire, and Activism
Political Geography:
Israel, Palestine, North America, and United States of America

171. Covering the Palestinian–Israeli Conflict: Between Exasperation and Empathy

Author:
Lawrence Pintak
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
Cairo Review of Global Affairs
Institution:
School of Global Affairs and Public Policy, American University in Cairo
Abstract:
A personal reflection of American involvement in the region’s wars through the eyes of a correspondent
Topic:
Media, Journalism, Israeli–Palestinian Conflict, and Empathy
Political Geography:
Middle East, Israel, Palestine, and United States of America

172. Gaza: Israel’s Unwinnable War

Author:
Richard Silverstein
Publication Date:
01-2024
Content Type:
Journal Article
Journal:
Cairo Review of Global Affairs
Institution:
School of Global Affairs and Public Policy, American University in Cairo
Abstract:
Even if, for argument’s sake, it achieved its war goals, Palestinian resistance will exist wherever there are Palestinians—whether in Sinai, Beirut, Ankara, Tehran or Amman
Topic:
Israel Defense Forces (IDF), Axis of Resistance, 2023 Gaza War, and AIPAC
Political Geography:
Middle East, Israel, Palestine, Gaza, and United States of America

173. UNRWA Funding is Burdened with Conditionality

Author:
Anne Irfan
Publication Date:
07-2024
Content Type:
Journal Article
Journal:
Cairo Review of Global Affairs
Institution:
School of Global Affairs and Public Policy, American University in Cairo
Abstract:
The UN agency’s essential humanitarian role lies in the balance thanks to the political contingencies of its donors.
Topic:
Humanitarian Aid, Donors, Funding, and United Nations Relief and Works Agency for Palestine Refugees in the Near East (UNRWA)
Political Geography:
Middle East, Israel, Palestine, and United States of America

174. Why Trump's tariff proposals would harm working Americans

Author:
Kimberly Clausing and Mary Lovely
Publication Date:
05-2024
Content Type:
Policy Brief
Institution:
Peterson Institute for International Economics (PIIE)
Abstract:
At the beginning of its history, the United States relied on tariffs—taxes on imported goods—as its major source of government revenue. That changed starting in the early 20th century, with the enactment of the federal income tax and the advent of a new consensus recognizing tariffs as regressive, burdening the working class while leaving untaxed much of the income accruing to the wealthy. At present, less than 2 percent of government revenue in high-income countries comes from import taxes. Today, however, the United States may be on the cusp of reverting to an antiquated approach to funding its government. Presidential candidate Donald Trump is proposing to reduce US reliance on income taxes while increasing our reliance on import tariffs. He proposes extending expiring tax cuts from 2017 and has also suggested possible new rounds of tax cuts. At the same time, he has proposed a ten percent "across-the-board" tariff and a 60 percent or more tariff on imports from China. Together, these policy steps would amount to regressive tax cuts, only partially paid for by regressive tax increases. The tariffs would reduce after-tax incomes by 3.5 percent for those in the bottom half of the income distribution and cost a typical household in the middle of the income distribution about $1,700 in increased taxes each year. If executed, these steps would increase the distortions and burdens created by the rounds of tariffs levied during the first Trump administration (and sustained during the Biden administration), while inflicting massive collateral damage on the US economy. This Policy Brief leverages recent research to provide approximate calculations for the cost of the higher proposed tariffs to US consumers, considering the distribution of these costs across US households and the consequences for US federal revenues. In sum, Trump's tax proposals entail sharply regressive tax policy changes, shifting tax burdens away from the well-off and toward lower-income members of society while harming US workers and industries, inviting retaliation from trading partners, and worsening international relations.
Topic:
Elections, Tax Systems, Trade Policy, Donald Trump, and Protectionism
Political Geography:
North America and United States of America

175. The influence of gasoline and food prices on consumer expectations and attitudes in the COVID era

Author:
Joanne Hsu
Publication Date:
05-2024
Content Type:
Policy Brief
Institution:
Peterson Institute for International Economics (PIIE)
Abstract:
Food and gasoline prices are extremely salient to consumers, who regularly purchase these goods, and these prices are highly visible. The shared experience of purchasing food and gasoline makes it no surprise that those prices have been blamed for the relatively dismal consumer views of the economy in 2023 amid strong economic indicators, including slowing inflation, low unemployment, and robust growth. At the same time, consumer inflation expectations have eased during this past year. This Policy Brief investigates the role food and gasoline prices play in influencing consumer inflation expectations and economic sentiment, as measured on the University of Michigan Surveys of Consumers, and focuses on the COVID inflationary episode. The author finds that, although consumer sentiment now appears to be more sensitive to inflation than prior to the pandemic, inflation expectations do not. Even though inflation has waned, consumers still spontaneously comment on the negative impact of high prices on their lives. That said, these persistently negative perceptions about inflation have not translated into persistently high inflation expectations.
Topic:
Inflation, COVID-19, Consumer Behavior, and Cost of Living
Political Geography:
North America and United States of America

176. Climate action: Implications for factor market reallocation

Author:
Robert Z. Lawrence
Publication Date:
01-2024
Content Type:
Working Paper
Institution:
Peterson Institute for International Economics (PIIE)
Abstract:
This paper considers climate policies, not from the perspective of their environmental impacts, but rather their likely effects on labor and investments. While the aggregate impact of the green transition on jobs and investment may be modest, it will require significant reallocation of labor and capital within and across industries. Although the green transition brings new opportunities for employment and investment in renewable technologies, many workers and communities tied to the fossil fuel industry may not benefit from these advances due to skills mismatch and geographic constraints. Both the United States and the European Union acknowledge the importance of achieving “climate justice” and “leaving no one behind” in their decarbonization efforts. However, current policies and resources in the United States may fall short, with inadequate assistance reaching too many communities and a narrow focus on green jobs. In Europe, while the Just Transition Fund complements existing programs, effective implementation of place-based policies remains challenging due to the need for specific, localized responses.
Topic:
Climate Change, Environment, Labor Issues, European Union, and Energy
Political Geography:
North America and United States of America

177. The effect of lawful crossing on unlawful crossing at the US southwest border

Author:
Michael A. Clemens
Publication Date:
04-2024
Content Type:
Working Paper
Institution:
Peterson Institute for International Economics (PIIE)
Abstract:
An increasing number of migrants attempt to cross the US Southwest border without obtaining a visa or any other prior authorization. 2.5 million migrants did so in 2023. In recent years, responding to this influx, US officials have expanded lawful channels for a limited number of these migrants to cross the border, but only at official ports of entry. These expanded lawful channels were intended to divert migrants away from crossing between ports of entry, by foot or across rivers, thereby reducing unlawful crossings. On the other hand, some have argued that expanding lawful entry would encourage more migrants to cross unlawfully. This study seeks to shed light on that debate by assessing the net effect of lawful channels on unlawful crossings. It considers almost 11 million migrants (men, women, and children) encountered at the border crossing the border without prior permission or authorization. Using statistical methods designed to distinguish causation from simple correlation, it finds that a policy of expanding lawful channels to cross the border by 10 percent in a given month causes a net reduction of about 3 percent in unlawful crossings several months later. Fluctuations in the constraints on lawful crossings can explain roughly 9 percent of the month-to-month variation in unlawful crossings. The data thus suggest that policies expanding access to lawful crossing can serve as a partial but substantial deterrent to unlawful crossing and that expanding access can serve as an important tool for more secure and regulated borders.
Topic:
Security, Migration, and Borders
Political Geography:
North America, Mexico, and United States of America

178. The Evolving Landscape of U.S. Economic Security: The Confluence of Trade, Technology, and National Security

Author:
Andrea Viski
Publication Date:
01-2024
Content Type:
Working Paper
Institution:
Korea Economic Institute of America (KEI)
Abstract:
This paper examines the current evolution of U.S. economic security discourse to demonstrate the implications, challenges, and shortcomings of U.S. economic security tools and the catalyzing impact of technology. While component economic security considerations are broad and encompass issues from natural disaster planning to cybersecurity, this paper focuses specifically on the impact of trade and technology in the economic security context. It discusses the main influences and features of U.S. economic security policy as it relates to trade, technology, and the security of the supply chain. The paper includes sections on evolving notions of the dual-use concept; the need to manage and respond to technology flows with more effective strategies, and new foreign policy efforts and tools to strengthen economic security. The paper focuses on the trends forging the path for the United States to define economic security so closely with national security, and in exploring these trends, it delineates how the United States has implemented policies and adopted, reoriented, or created new policy tools designed to strengthen economic security. The paper also explores why the rapid evolution of emerging technologies has played such a defining role. Finally, the paper examines the effectiveness of the U.S. approach to economic security and its challenges and offers insights into how it can be strengthened in the future
Topic:
National Security, Science and Technology, Trade, and Economic Security
Political Geography:
North America and United States of America

179. Is Economic Security National Security? Defining South Korea’s Economic Security for Future Industries

Author:
June Park
Publication Date:
01-2024
Content Type:
Working Paper
Institution:
Korea Economic Institute of America (KEI)
Abstract:
This paper explores how South Korea defines “economic security.” Amidst geopolitical turbulence, the framing of this concept by governments and policy circles around the globe is reflective of the changes in the global economy post-pandemic and the ongoing war in Ukraine, two critical junctures that have revealed the geo-economic impact of weaponized interdependence. While the Biden administration has laid out U.S. policy intent to combine national security with economic security, specifically on future industries of dual-use nature ranging from chips to EVs, batteries, and generative AI, countries that are on the receiving end of policy implementation are formulating their response to the shifting geoeconomics. This paper unravels South Korea’s framing of economic security and policy response by analyzing legislation on future industries that is critical to the country’s economic growth and standing and the concerted efforts by the state bureaucracy and industry in shaping the concept. The paper draws specifically upon semiconductors in addition to other future industries that are central to the South Korean economy and related legislation in the South Korean National Assembly. It argues that South Korea’s policy response and framing of its economic security has more to do with the protection of industries for the future amid geopolitical turbulence and the reshuffling of global supply chains than traditional security issues related to the U.S.-ROK alliance. Moreover, public anxiety on the pressures toward U.S.-driven trilateral cooperation reveals concerns on a possible backlash from China and the lagging potential of Japan in future industries.
Topic:
National Security, Geopolitics, Industry, and Economic Security
Political Geography:
Asia, South Korea, and United States of America

180. 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

181. 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

182. 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

183. Redefining US strategy with Latin America and the Caribbean for a new era

Author:
Jason Marczak, Maria Fernanda Bozmoski, and Matthew Kroenig
Publication Date:
02-2024
Content Type:
Special Report
Institution:
Atlantic Council
Abstract:
The strategic interest of the United States and the countries of Latin America and Caribbean (LAC) lies in strengthening their western hemisphere partnership. Shared borders, economic interests, and security alliances bind these nations, along with a common goal for prosperity. However, the perception of waning US interest and the rise of external influences necessitate the rejuvenation of and renewed focus on this partnership. In May 2023, the Atlantic Council’s Adrienne Arsht Latin America Center and the Scowcroft Center for Strategy and Security established the US-LAC Future Strategy Working Group to redefine the US-LAC partnership. This strategy promotes mutual and inclusive economic growth, renewed cooperation through enhanced commercial and investment ties, a renewed paradigm on bolstering security and reducing migration flows across the region, and a focus on preparedness in the face of natural disasters and the energy transition. Acting on this strategy could significantly benefit US economic and security interests. The United States should capitalize on immediate opportunities, like promoting nearshoring as a means to growth and prosperity across the Americas, while maintaining a medium-term strategy tailored to each country’s specific needs. This strategy paper highlights the importance of adaptability and practicality, particularly as the global economic landscape evolves and power shifts foresee new leading economies by mid-century. In addition, the strategy advocates for the significance of the US-LAC relationship amid the recalibration of US worldwide interests.
Topic:
Foreign Policy, Diplomacy, Migration, Politics, Economy, and Energy
Political Geography:
Latin America, Caribbean, and United States of America

184. Sanctions have become a tool of first resort. But enforcement needs upgraded and updated resources.

Author:
David Mortlock and Alex Zerden
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
Atlantic Council
Abstract:
Enforcement remains a critical but underresourced element of economic sanctions. The US Congress and the Department of the Treasury should consider updates to its resources, public guidance, and policies to ensure the efficacy of sanctions enforcement as the use of the sanctions policy tool continues to expand. Economic sanctions are often described as the foreign policy tool of first resort. The Department of the Treasury acknowledged this reality in its “2021 Sanctions Review.” Through its Office of Foreign Assets Control (OFAC), the Treasury Department administers thirty-eight different, albeit overlapping, economic sanctions programs. With only a few hundred employees, OFAC has a nearly unparalleled national security mandate with oversight of the US economy and many other facets of global economic activities. OFAC develops policies for the use of sanctions, designates sanctions targets like individuals, entities, and jurisdictions, engages with the private sector to promote compliance, and civilly enforces apparent violations by US persons and others. This latter enforcement role represents a critical but often overlooked capability. For instance, the same “2021 Sanctions Review” does not even mention the enforcement function in its assessment. (However, it did seek to ensure that sanctions are “enforceable” in the context of sanctions implementation.) Resource constraints, a lack of attention, and the prioritization of policy crises hamper this enforcement function. In 2023, OFAC only undertook seventeen public enforcement actions, including its largest settlement to date with Binance, a global cryptocurrency exchange. For perspective, the Department of Justice terminated 63,419 civil cases in fiscal year 2022, according to the most recent public data. As the wider interagency continues to rely on sanctions as a critical tool and the United States seeks to expand partner sanctions capacity, US policymakers must fully support the sanctions enforcement function. Strengthening the internal controls for OFAC enforcement improves the rule of law through improved due process and protects OFAC from legal challenges that could existentially undermine its national security mission. OFAC enforcement urgently requires increased budgetary resources and an upskilled workforce from Congress, stronger internal procedures to avoid litigation risks, improved public guidance, and revised enforcement guidelines to promote consistency and improve compliance by industry.
Topic:
Foreign Policy, Economics, Sanctions, Transparency, and Enforcement
Political Geography:
North America and United States of America

185. 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

186. Who’s a national security risk? The changing transatlantic geopolitics of data transfers

Author:
Kenneth Propp
Publication Date:
05-2024
Content Type:
Policy Brief
Institution:
Atlantic Council
Abstract:
The geopolitics of transatlantic data transfers have been unvarying for the past decade. European governments criticize the US National Security Agency (NSA) for exploiting personal data moving from Europe to the United States for commercial reasons. The US government responds, through a series of arrangements with the European Union, by providing assurances that NSA collection is not disproportionate, and that Europeans have legal avenues if they believe their data has been illegally used. Although the arrangements have not proven legally stable, on the whole they have sufficed to keep data flowing via subsea cables under the Atlantic Ocean. Now the locus of national security concerns about international data transfers has shifted from Brussels to Washington. The Biden administration and the US Congress, in a series of bold measures, are moving aggressively to interrupt certain cross-border data flows, notably to China and Russia. The geopolitics of international data flows remain largely unchanged in Europe, however. European data protection authorities have been mostly noncommittal about the prospect of Russian state surveillance collecting Europeans’ personal data. Decisions on whether to transfer European data to Russia and China remain in the hands of individual companies. Will Washington’s new focus on data transfers to authoritarian states have an impact in Europe? Will Europe continue to pay more attention to the surveillance activities of its liberal democratic allies, especially the United States? Is there a prospect of Europe and the United States aligning on the national security risks of transfers to authoritarian countries?
Topic:
National Security, Science and Technology, Cybersecurity, Geopolitics, Economy, and Digital Policy
Political Geography:
Europe, North America, and United States of America

187. Intentionally vague: How Saudi Arabia and Egypt abuse legal systems to suppress online speech

Author:
Dina Sadek, Layla Mashkoor, Iain Robertson, and Andy Carvin
Publication Date:
06-2024
Content Type:
Special Report
Institution:
Atlantic Council
Abstract:
Egypt and Saudi Arabia are weaponizing vaguely written domestic media, cybercrime, and counterterrorism laws to target and suppress dissent, opposition, and vulnerable groups. Political leaders in Egypt and Saudi Arabia often claim that their countries’ judicial systems enjoy independence and a lack of interference, a narrative intended to distance the states from the real and overzealous targeting and prosecution of critics. Such claims can be debunked and dismissed, as the Egyptian and Saudi governments have had direct involvement in establishing and implementing laws that are utilized to target journalists and human rights defenders. Egypt and Saudi Arabia were selected as case studies for this report because of their status as among the most frequently documented offenders in the region when it comes to exploiting ambiguously written laws to target and prosecute journalists, critics, activists, human rights defenders, and even apolitical citizens. The two countries have consolidated power domestically, permitting them to utilize and bend their domestic legal systems to exert control over the online information space. Punishments for those targeted can involve draconian prison sentences, travel bans, and fines, which result in a chilling effect that consequently stifles online speech and activities, preventing citizens from discussing political, social, and economic issues. Both Egypt and Saudi Arabia enacted media, cybercrime, and counterterrorism laws with ambiguous language and unclear definitions of legal terms, allowing for flexible interpretations of phrases such as “false information,” “morality,” or “family values and principles.” The laws in both countries also loosely define critical terms like “terrorism,” thereby facilitating expansive interpretations of what constitutes a terrorist crime. Further, anti-terror laws now include articles that connect the “dissemination of false information” with terrorist acts. This vague and elastic legal language has enabled the Egyptian and Saudi regimes to prosecute peaceful citizens on arbitrary grounds, sometimes handing out long prison sentences or even death sentences, undermining respect for the rule of law in the two countries. This report explores the development of media, cybercrime, and counterterrorism laws in both countries, and demonstrates through case studies how Saudi Arabia and Egypt weaponize the laws to prosecute opposition figures and control narratives online. This report examines the relationship between criminal charges tied to one’s professional activities or online speech and how those charges can trigger online smear campaigns and harassment. In cases that involve women, gender-based violence is often used to harm a woman’s reputation. Though a direct correlation between judicial charges and online harassment cannot be ascertained, these case studies suggest that dissidents are likely to face online harm following legal persecution, even after they are released.
Topic:
Human Rights, Internet, Freedom of Expression, Rule of Law, Disinformation, and Digital Policy
Political Geography:
Middle East, Saudi Arabia, and United States of America

188. 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

189. Calling on the EU-US Trade and Technology Council: How to Deliver for the Planet and the Economy

Author:
Oscar Guinea, Vanika Sharma, Philipp Lamprecht, Dyuti Pandya, and Oscar du Roy
Publication Date:
02-2024
Content Type:
Policy Brief
Institution:
European Centre for International Political Economy (ECIPE)
Abstract:
This Policy Brief proposes the establishment of an agreement on conformity assessment between the EU and the US that covers machinery and electrical equipment. The initiative aims to increase the number of European and US conformity assessment bodies authorized to test and certify EU and US machinery and electrical equipment for exports into each other’s markets, without recognizing the equivalency or otherwise altering the product requirements in regulation, standards, or other normative documents on either side. While this study focuses on the economic effects of an agreement on conformity assessment that includes machinery and electrical equipment, the scope of such an agreement could potentially be extended to several additional product categories, particularly those that are subject to requirements for mandatory third-party conformity assessment in both the EU and the US. The increase in the number of conformity assessment bodies is expected to reduce the costs and the time required to demonstrate conformity. If this policy succeeds as expected in achieving a reduction in trade costs between 2 and 6 percent, US exports to the EU are projected to increase between US$ 11 billion and US$ 32.5 billion while EU exports to the US are estimated to grow by between US$ 13.8 billion and US$ 42.2 billion. In percentage terms, US firms are anticipated to experience a larger increase in exports of machinery and electrical equipment than their EU counterparts. The increase in trade flows as a result of this agreement is estimated to be larger than the rise in trade flows achieved in other Free Trade Agreements signed by the EU or the US. Moreover, as an increasing number of EU regulations begin to mandate third-party conformity assessment, US firms will increasingly benefit from this agreement when exporting to the EU. Given China’s status as the largest supplier of machinery and electrical equipment to both the EU and the US, the implementation of an EU-US agreement on conformity assessment would not only improve conditions for transatlantic trade but also lead to reduced trade dependence for the EU and the US on China. The reduction in trade costs between the EU and the US on machinery and electrical equipment due to the agreement could lower Chinese exports to the EU and the US by between US$ 6.5 billion and US$ 19.4 billion. Importantly, machinery and electrical equipment are crucial inputs for some of the key technologies in which the EU and the US Administrations have identified trade dependencies on China. However, in contrast with other policies aimed at reducing reliance on Chinese imports, an agreement on conformity assessment for machinery and electrical equipment will not require public subsidies or impose any financial burden on taxpayers. This agreement also has the potential to benefit the environment. Machinery and electrical equipment are essential inputs for green technologies. Therefore, a reduction in the cost and time of conformity assessment in these industries will accelerate the adoption of green technologies. An agreement on conformity assessment between the EU and the US covering green goods and clean technologies could increase transatlantic exports between US$ 3.1 billion and US$ 9.2 billion. While this increase in exports is significant, broadening the scope of the agreement to include the entirety of machinery and electrical equipment, rather than just a subset, is projected to lead to trade effects eight times larger. Moreover, as green technologies rapidly evolve, an agreement on conformity assessment has the potential to serve as a dynamic instrument that evolves to accommodate future regulatory and economic developments on climate and the environment on both sides of the Atlantic.
Topic:
Science and Technology, European Union, Economy, and Trade
Political Geography:
Europe, North America, and United States of America

190. Openness as Strength: The Win-Win in EU-US Digital Services Trade

Author:
Matthias Bauer, Dyuti Pandya, and Oscar du Roy
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
European Centre for International Political Economy (ECIPE)
Abstract:
The discourse surrounding the EU’s supposed over-reliance on digital services imports from non-EU countries, particularly the US, has been a recurrent topic among some political circles. However, this viewpoint tends to oversimplify and misrepresent the nuanced and complex reality of the EU’s status within the global Information and Communication Technology (ICT) sector and digitally enabled trade. A thorough analysis of trade data and trends clearly illustrates that the EU’s engagement with foreign (non-EU) digital services, notably from the US, represents a strategic economic advantage, bolstering Europe’s competitiveness and fostering productivity growth. Below we underline the critical importance of openness to foreign innovation and technology diffusion for the EU’s economic future.
Topic:
European Union, Digital Economy, Strategic Competition, Imports, and Productivity
Political Geography:
Europe, North America, and United States of America

191. ICT Beyond Borders: The Integral Role of US Tech in Europe’s Digital Economy

Author:
Matthias Bauer and Dyuti Pandya
Publication Date:
03-2024
Content Type:
Policy Brief
Institution:
European Centre for International Political Economy (ECIPE)
Abstract:
Contrary to political assertions about the vulnerability of digital services provided by non-EU companies, the strong presence and sunk costs associated with US tech companies’ investments in data centres, skilled workforce development, and research facilities in Europe act as significant barriers to exit, highlighting the inherent symbiosis between US tech investments and Europe’s digital and non-digital sectors. These investments underscore a mutual inter-dependency that strengthens European economies, making the notion of “sudden cessation” of digital services by US companies implausible. Corporate data show a significant investment gap of approximately USD 1.36 trillion between US and EU ICT companies, attributing a competitive edge to US firms due to their heavy investment in ICT, cloud solutions, and R&D. Forecasted increases in ICT investments by US corporations outline a benchmark beyond reach for EU businesses. The notion of EU firms aligning with this growth path is rather fantastical, as it would call for immense government investment, ultimately draining financial resources from essential public services, such as healthcare, housing, and environmental policies. Substantial ICT investments across EU Member States together with a long-term commitment to the European market present an opportunity for the EU to leverage US continuous technological advancements, underscoring the potential for transatlantic collaboration to drive the EU’s digital transformation and innovation. EU-US partnerships not only fuel the EU’s digital transformation but also align with shared political values, reinforcing the significance of transatlantic collaboration in shaping a competitive and innovative digital future.
Topic:
Communications, European Union, Digital Economy, Investment, and Information Technology
Political Geography:
Europe, North America, and United States of America

192. Time to Rethink Export Controls for Strengthened US-EU Cooperation and Global Trade Rules

Author:
Matthias Bauer and Dyuti Pandya
Publication Date:
04-2024
Content Type:
Policy Brief
Institution:
European Centre for International Political Economy (ECIPE)
Abstract:
The escalation of broad export controls by the US, under the guise of national security and the aim to curb technological transfers to potential adversaries,[1] marks a new epoch of bureaucratic oversight. The US push for broad export controls also underscores a critical juncture in US-EU relations and global trade rules. Broad export restrictions not only challenge the very foundation of free trade but also contribute to the erosion of Western technology leadership.[2] Unilateral export controls may start strong but eventually lose effectiveness and become counterproductive,[3] pushing non-US companies, particularly in the semiconductor sector, to find alternatives to US components.
Topic:
International Cooperation, European Union, Regulation, Exports, Trade, and Semiconductors
Political Geography:
Europe and United States of America

193. Keeping Up with the US: Why Europe’s Productivity Is Falling Behind

Author:
Fredrik Erixon, Oscar Guinea, and Oscar du Roy
Publication Date:
05-2024
Content Type:
Policy Brief
Institution:
European Centre for International Political Economy (ECIPE)
Abstract:
The European Union stands at a crossroads. For decades, the EU’s productivity growth has consistently lagged the United States, leading to slower growth in living standards and decline in global economic power. While short-term factors like the strong US fiscal expansion have widened the gap in nominal GDP growth in recent years, the fact is that Europe has trailed the US economic development for several decades and the root of the problem lies in deeper structural issues within the European economy. Four major forces fuel this productivity divide. Firstly, the EU’s investment in research and development (R&D) pales in comparison to the U.S., leading to fewer patents and a slower pace of technology-fuelled innovation. Secondly, Europe trails America in the stock and growth of intangible capital investments, which are crucial for adopting and diffusing new technologies that drive productivity. Thirdly, the EU market exhibits slower business creation and destruction compared to the US. This rigidity hinders the flow of resources towards the most productive firms. Lastly, despite boasting higher levels of trade openness, the EU attracts less Foreign Direct Investment (FDI) than the US, curbing its access to cutting-edge global technologies and expertise. To close the gap, European policymakers should implement a comprehensive strategy for faster productivity growth. The first step is turning up the dial on R&D spending, targeting 4-5 percent of GDP by 2040. Next, Europe should prioritise investments in intangible assets and lay down the digital infrastructure that will underpin future growth. Revitalising the single market is also crucial: reducing internal and external market barriers for services, the primary vehicle for trading intangible assets. Moreover, the EU should foster a market environment that encourages entrepreneurship and facilitate the entry and exit of firms so resources cascade towards the most productive sectors. By harnessing the strengths of the single market and implementing these recommendations, European policymakers can propel the EU towards a more competitive and prosperous future.
Topic:
Markets, European Union, Productivity, and Economic Competition
Political Geography:
Europe, North America, and United States of America

194. Protecting Free and Fair Elections: The Vital Role of Public Administration

Author:
Steve Hagerty, Valerie Lemmie, and Nancy Tate
Publication Date:
04-2024
Content Type:
Special Report
Institution:
The National Academy of Public Administration (NAPA)
Abstract:
Free and fair elections are at the heart of American democracy, and running elections is a core responsibility of public administrators in the United States. The early decades of the 21st Century have been characterized by declining public trust in our nation’s elections, unnecessary barriers to voting, foreign interference, and widespread disinformation. These issues led the National Academy of Public Administration (the Academy) to include “Protect Electoral Integrity and Enhance Voter Participation” as one of our field’s Grand Challenges in November 2019. To assist the nation with this Grand Challenge, the Academy commissioned a team to conduct a review of electoral practices that can ensure free and fair elections through effective public governance and management. The Academy team developed a shared vision of election administration and identified leading practices for consideration by elected officials and election administrators. The team concluded that effective election administration consists of 3 major pillars: Voter experience, Election security, and Election workforce. The report is offered with the greatest respect for the work that election administrators do in support of a vital part of American democracy. It has been written for a broad audience, including citizens, elected officials, and election administrators.
Topic:
Security, Elections, Voting, and Public Administration
Political Geography:
North America and United States of America

195. Illusion or Reality: A Recontextualized Perspective of ‘the American Dream’ in Imbolo Mbue’s Behold the Dreamers

Author:
Elizabeth Adesunmbo Omotayo
Publication Date:
03-2024
Content Type:
Working Paper
Institution:
Ìrìnkèrindò: a Journal of African Migration
Abstract:
‘The American Dream’ motif is one that has been deployed in productions of American literary icons for centuries with different outcomes for the characters portrayed. Despite a plethora of fiction being devoted to the motif from African migrants’ perspective, not many studies have explored the actualization of the Dream by characters in such texts. In Behold the Dreamers (2016), Imbolo Mbue presents the lived experiences of new African diasporans. This study looks at the outcomes of the quest for ‘the Dream’ by Mbue’s characters, through a mimetic reading of her novel and based on Harold Bloom’s notion of ‘Party of Hope’ and ‘the American Nightmare’ as exemplified in the treatments of the Dream motif by several writers. Mbue, while presenting the paradoxical notions of illusion and reality of the Dream, also portrays struggles by both citizens and migrants, to achieve the tangible and intangible of its ideals. Findings reveal that essentialization and discrimination inhibit the attainment of the Dream by many African migrants; that the attainment of college education is a huge factor in the realization of the tangible of its ideals, while the attainment of the intangible seems illusory for many migrants. The conclusion is that several factors prevent the realization of the Dream by many contemporary African migrants.
Topic:
Migration, Immigration, Literary Analysis, American Dream, and Motif
Political Geography:
Africa and United States of America

196. The Security Side of Gulf Visions. Adapting Defence to the Connectivity Age

Author:
Eleanora Ardemagni
Publication Date:
03-2024
Content Type:
Special Report
Institution:
Italian Institute for International Political Studies (ISPI)
Abstract:
The GCC states are adapting defence strategies to the challenges raised by their “Visions”, their post-hydrocarbon national plans. Far from being just economic programmes, the Visions are broad national transformation platforms displaying also a security dimension, and with many security implications. New cities and industrial poles, infrastructures, mega events and tourism raise unprecedented security risks, at which the GCC states are answering through a combination of economic-oriented foreign policy, multipolar international alliances, and ambitions towards “defense autonomisation”. What are the Visions’ security dimensions and implications, and how does the post-oil path affect and reshape foreign policies? This Report analyses how GCC states are adapting deterrence and defence tools to the connectivity age, navigating a troubled neighbourhood of both conventional and asymmetric threats. In a central but more vulnerable Gulf, how may the EU and NATO accommodate transformations in GCC states’ defense policies, postures, and means, to support their own security?
Topic:
Security, Foreign Policy, Defense Policy, Gulf Cooperation Council, and Strategic Planning
Political Geography:
Europe, Middle East, India, Saudi Arabia, Qatar, United Arab Emirates, United States of America, and Gulf Nations

197. Moving Targets. Trends in Japan’s Foreign and Security Policies

Author:
Axel Berkofsky and Giulia Sciorati
Publication Date:
03-2024
Content Type:
Special Report
Institution:
Italian Institute for International Political Studies (ISPI)
Abstract:
In December 2022, Japan announced it would drastically increase its defence budget by 2027. The decision came as a wake-up call for the whole region: Japan was gearing up for a world of heightened tensions and rivalry in the Indo-Pacific Region. This Report analyses the present and future of Japan’s security and defence policies. Within the context of a rising China, Tokyo has broadened its defence ties with the US, India, Australia, and Taiwan. However, China remains its biggest trading partner, meaning Tokyo's policymakers are charged with the task and challenge of striking a balance between defence policies and business and trade relations with China.
Topic:
Foreign Policy, Diplomacy, ASEAN, Influence, Defense Spending, and Regional Politics
Political Geography:
Japan, India, Taiwan, Australia, United States of America, and Indo-Pacific

198. 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

199. 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

200. A Return to US Casualty Aversion: The 9/11 Wars as Aberrations

Author:
John Mueller
Publication Date:
04-2024
Content Type:
Policy Brief
Institution:
The Cato Institute
Abstract:
Impelled by an overwhelming desire to hunt down those who were responsible for the September 11, 2001, terrorist attacks, the United States launched military invasions of Afghanistan and Iraq, where it toppled regimes that had little or nothing to do with 9/11. There has been a tendency to see these exercises as misguided elements of a coherent plan to establish a liberal world order or to apply liberal hegemony. However, the warring of the post–9/11 period has been a glaring, extended, and highly consequential aberration. During the quarter century before that, the United States pursued a foreign policy that was far more casualty averse. Over the past decade, the country has moved back to—and appears poised to expand on—that tradition after its exhausting 9/11–induced military ventures that ran such high costs for so few benefits. Moreover, public opinion in the United States is not messianic or in constant search of hegemony or of monsters abroad to destroy. As part of its move back to a more limited military approach, the United States developed—or further developed—a strategy called “by, with, and through” that was particularly evident in its successful military campaign from 2014 to 2019 against the Islamic State. In this, the United States worked with local forces by providing advice, supplies, and intelligence, and by carrying out air strikes while the locals were expected to take almost all of the casualties. Although this approach is hardly new, it seems to have a future and is currently being applied in the war in Ukraine. It might also be applied to deal with a Chinese invasion of Taiwan.
Topic:
Foreign Policy, Armed Forces, 9/11, War on Terror, Casualties, and Military
Political Geography:
North America and United States of America