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1. 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

2. Enhancing the Cooperation between the US and Its Allies in the Mekong Subregion

Author:
Sach Nguyen
Publication Date:
06-2024
Content Type:
Special Report
Institution:
Pacific Forum
Abstract:
The Mekong subregion is experiencing heightened geopolitical competition between the US and China, representing a clash between the international rules-based order and a China-led order. While the US and its allies advocate for the rules-based order, China’s intentions for its own order in the region are debated. China’s increased presence and influence in the Mekong subregion, particularly through upstream control of the Mekong water, reflect its pursuit of this order. In response, the US and its allies, such as Japan, South Korea, and Australia, have strengthened cooperation with one another to promote a rules-based system. Despite existing coordination, there is potential for further collaboration to enhance their role in mainland Southeast Asia. Stability and prosperity in the Mekong subregion are being challenged. Weakening international norms in governing transboundary waters threaten downstream countries’ security and livelihoods, exacerbated by climate change-induced droughts. China’s growing engagement in the region aims to establish its sphere of influence, primarily through economic development projects like dams and railways, raising concerns over environmental impacts and expanding Chinese influence. Additionally, non-traditional security threats such as the COVID-19 pandemic, cyber security, and human trafficking further complicate the region’s situation. The engagement of the US and its allies in the Mekong subregion is multifaceted, driven by various interests but united in countering China’s growing influence. The US, through initiatives like the Lower Mekong Initiative (LMI) and later the Mekong-US Partnership, seeks to maintain its relevance and preeminence in the region. Japan, South Korea, and Australia also engage with the subregion, for economic interests and to counterbalance China. Japan, for instance, aims to establish production bases and balance China’s influence through high-standard infrastructure projects. South Korea focuses on economic development and diversification of trade amid US-China tensions, while Australia prioritizes promoting a rules-based order and addressing non-traditional security threats. Despite differences in approach, the US and its allies collaborate through platforms like the Friends of the Mekong and initiatives such as the Trilateral Partnership for Infrastructure Investment in the Indo-Pacific, aimed at countering China’s Belt and Road Initiative. However, challenges remain in realizing these initiatives, particularly in engaging the private sector and ensuring concrete outcomes amidst competing interests and complex negotiations. Recommendations for enhancing cooperation between the US and its allies in the Mekong subregion include strengthening international norms and rules, expanding economic infrastructure projects, focusing on non-traditional security issues, and fostering track 1.5 and track 2 diplomacy to promote mutual understanding and collaboration among all stakeholders, including governments, academia, businesses, and civil society organizations. These efforts, facilitated by the US and its allies, can contribute to a more stable and prosperous Mekong subregion.
Topic:
Foreign Policy, Development, Geopolitics, International Order, and Competition
Political Geography:
China, Asia, United States of America, and Mekong River

3. How China’s Human Capital Impacts Its National Competitiveness

Author:
Briana Boland, Kevin Dong, Jude Blanchette, Ryan Hass, and Erica Ye
Publication Date:
06-2024
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
How will the strengths and weaknesses of China’s human capital impact national competitiveness? China’s efforts to maintain economic growth, strengthen supply chains, develop strategic science, technology, engineering, and mathematics (STEM) sectors, and secure a modern military edge hinges on the ability to cultivate and utilize human capital. As the United States and other countries increasingly engage in multidomain competition with China, it is critical to start from a clear-eyed understanding of China’s human capital and Beijing’s strategy for nurturing national talent. Investments in higher education, strategic STEM sectors, and military talent demonstrate key areas in which Beijing is focusing on cultivating human capital. However, China must overcome significant obstacles to innovate as it faces substantial demographic pressures, socio-economic inequalities, and challenges to attracting and retaining top talent both domestically and internationally.
Topic:
Economic Growth, Human Capital, Supply Chains, and Competition
Political Geography:
China, Asia, and United States of America

4. China Will Step Up if the US Falls Behind on Climate Action

Author:
Pey Peili and Danielle Lynn Goh
Publication Date:
11-2024
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
Even under a second Trump administration, climate targets and negotiations will continue, with China stepping up to lead the global energy transition. Southeast Asia must brace itself for protectionist measures from the United States and China, and increased competition between the two in renewable energy.
Topic:
Climate Change, Renewable Energy, Donald Trump, Protectionism, Competition, and Energy Transition
Political Geography:
China and Asia

5. Russia and China in Central Asia: Cooperate, Compete, or De-conflict?

Author:
Andrea Kendall-Taylor, Lisa Curtis, Kate Johnston, and Nathaniel Schochet
Publication Date:
11-2024
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Despite the many proclamations that Russian and Chinese interests would collide in Central Asia, Moscow and Beijing continue to work together in service of their shared objectives. These include, most importantly, keeping the United States and the West—and democracy—out of the region, maintaining stability, and pursuing economic benefits. Fissures between Moscow and Beijing exist, especially in the economic sphere, where China has become the more dominant power, and over the potential development of the Middle Corridor trade route, which could significantly disadvantage Russia. However, Russia and China are managing these divergences, and the overarching imperative to weaken the United States provides a powerful motive for reducing or preventing any friction from derailing their broader partnership. Russia’s invasion of Ukraine has heightened the Central Asian states’ apprehensions about Russia, including about its capacity to uphold its security role in the region. However, the Kremlin remains committed to maintaining its influence in the region, and the war in Ukraine is restructuring economic dynamics in ways that will enable the Kremlin to limit the extent of its declining economic influence. Looking forward, the most significant change in Russia-China relations in Central Asia is likely to occur in the security sphere, where China is likely to take on a greater role, especially as Russia’s military and security services are preoccupied in Ukraine and with the domestic challenges the war creates. Any rise in instability in the region—which could result from an uptick in terrorist threats in the aftermath of the U.S. withdrawal from Afghanistan, or from the region’s brittle autocracies—could propel China to step into a sphere where Russia has historically played the primary role but that the Kremlin will struggle to fulfill while the war in Ukraine continues. For Russia and China, Central Asia is also likely to be an important building block in their larger counterorder-building effort. The two countries are likely to sustain—and step up—their efforts to build an alternative order in Central Asia, including by deepening cooperation and broadening the number of countries participating in the Shanghai Cooperation Organization (SCO) to legitimize and demonstrate the benefits of their collective global leadership. This effort will face resistance from the Central Asian states that object to the concept of a Russia-China condominium of power in their region and have shown an ability to come together to resist attempts to turn the SCO into a forum that would strengthen a collective Russia-China security role in the region. The United States has an opportunity to redouble its engagement in Central Asia. The Central Asian states highly value U.S. political support for their independence and sovereignty, especially following Russia’s invasion of Ukraine. Washington can encourage greater connectivity and cohesion among the countries, demonstrating its support for their increasing cooperation with one another in ways that could strengthen the region’s economic attractiveness and political agency. This contrasts with the way in which Russia has traditionally dealt with the region, which is to try to capitalize on divisions and disputes among the countries. While it cannot match China dollar for dollar or supplant Russia’s cultural and political influence in the region, the United States can enhance its trade, investment, energy, counterterrorism, and diplomatic ties to these countries. Enhancing U.S. and European investment in Central Asia, especially for development of the Middle Corridor, could help prevent Russia and China from further deepening their grip on the region.
Topic:
Foreign Policy, Strategic Interests, Cooperation, Competition, and Russia-Ukraine War
Political Geography:
Russia, China, Central Asia, and Asia

6. Building a Coalition - the U.S. Faces Down Competition with China in the Chip Sector

Author:
Damian Wnukowski
Publication Date:
04-2023
Content Type:
Working Paper
Institution:
The Polish Institute of International Affairs
Abstract:
In recent months, the U.S. has intensified its international efforts to limit China’s ability to produce the most advanced chips. The result includes the introduction by Japan and the Netherlands of restrictions on the export of modern machines for chip production. In response, China is trying to attract foreign investment and develop its own potential in this sector. The U.S. actions may significantly slow the pace of China’s technological development and economic growth and limit its potential to further strengthen its military capabilities. This may make it difficult for China to support Russia with dual-use products and render possible offensive actions against Taiwan harder.
Topic:
Economy, Production, Semiconductors, and Competition
Political Geography:
China, Asia, North America, and United States of America

7. Competition Versus Exclusion in U.S.–China Relations: A Choice Between Stability and Conflict

Author:
Jake Werner
Publication Date:
09-2023
Content Type:
Policy Brief
Institution:
Quincy Institute for Responsible Statecraft
Abstract:
The Biden administration’s China policy is pulling in two different directions, but the tension is not widely recognized because every antagonistic measure aimed at China is filed under the heading of competition. As a result, Washington’s debate on China loses the crucial distinction between “competition” — a kind of connection with the potential to be carried on in healthy ways — and “exclusion,” an attempt to sever connection that necessarily leads to conflict if the domain is significant. Biden’s exclusion policies focus on cutting China out of the principal growth sectors in the global economy and the most lucrative and strategically important markets. Administration officials think their approach is sensible and moderate compared to more extreme voices in Washington calling for exclusion in all realms. Even so, the Biden approach is highly destabilizing because both countries consider the targeted areas vital to the future of global authority and economic prosperity, and because the attempt to trap China in a position of permanent subordination represents a serious threat to the legitimacy of China’s leaders. Healthy competition requires a shared stake in the future. In earlier periods, despite sharp tensions and mutual suspicions suffusing the relationship, U.S.–China ties were stabilized first by the joint project of containing Soviet power and then by a shared commitment to market–led globalization. Now that leaders on both sides are disenchanted with key facets of globalization, the two countries are caught in an escalatory cycle of exclusion and retaliation that risks hardening zero–sum pressures in the global system into a permanent structure of hostility. In such a scenario, each country would organize its own society and international partners to undermine the other, dramatically increasing the likelihood of violent conflict. The warning signs are already clear on both sides, as each increasingly interprets every action on the other side as part of a conspiracy to achieve domination. Notwithstanding widespread complacency about the risks of conflict after a tentative diplomatic opening in recent months, the rise of securitized thinking in both countries is steadily building institutional and ideological momentum for confrontation that can only be broken by a new and inclusive direction for the relationship.
Topic:
Foreign Policy, Diplomacy, Bilateral Relations, Political stability, Conflict, Strategic Competition, and Competition
Political Geography:
China, Asia, North America, and United States of America

8. Strategies of Multinational Companies Entering China in the Era of U.S.-China Competition and Implications for Korea

Author:
Sang Baek Hyun, Ji Young Moon, Min-suk Park, Jonghyuk Oh, and Yunmi Oh
Publication Date:
03-2023
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
With the integration of resources and markets around the world sparked by the trend of globalization, multinational companies have continued to grow at a rapid pace. In particular, global manufacturers have maintained their competitiveness by distributing resources more efficiently while establishing a global value chain with China as their main production hub. However, measures taken by the U.S. to block China’s access to technology and supply chains in some high-tech industries have prompted discussions on reorganization of the global supply chain, placing these multinational companies in an uncertain situation concerning their operations in China. At a time when competition between the U.S. and China is intensifying, it is necessary to look at the response strategies of global companies that have entered China and seek effective countermeasures for Korean companies.
Topic:
Economics, Multinational Corporations, Manufacturing, and Competition
Political Geography:
China, Asia, South Korea, North America, and United States of America

9. Imperfect Partners: The United States and Southeast Asia

Author:
Scot Marciel and Ann Marie Murphy
Publication Date:
05-2023
Content Type:
Video
Institution:
Weatherhead East Asian Institute, Columbia University
Abstract:
This event will discuss U.S.-Southeast Asian relations with Ambassador Scot Marciel, the former United States Ambassador to Indonesia and Myanmar. The talk will be based on his new book which will be released on March 15, 2023 entitled Imperfect Partners: the United States and Southeast Asia. Imperfect Partners is a unique hybrid – part memoir, part foreign policy study of U.S. relations with Southeast Asia, a critically important region that has become the central arena in the global U.S.-China competition. From the People Power revolt in the Philippines to the opening of diplomatic relations with Vietnam, from building a partnership with newly democratic Indonesia to responding to genocide in Myanmar and coups in Thailand, Scot Marciel was present and involved. His direct involvement and deep knowledge of the region, along with his extensive policymaking work in Washington, allows him to bring to life the complexities and realities of key events and U.S. responses, along with rare insights into U.S. foreign policy decision-making and the work of American diplomats in the field.
Topic:
International Relations, Foreign Policy, Diplomacy, and Competition
Political Geography:
China, Indonesia, Asia, North America, Southeast Asia, Myanmar, and United States of America

10. U.S.-China Competition and Military AI: How Washington Can Manage Strategic Risks amid Rivalry with Beijing

Author:
Jacob Stokes, Alexander Sullivan, and Noah Greene
Publication Date:
07-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Two tectonic trends in the international security environment appear to be on a collision course. The first trend is the intensifying geopolitical rivalry between the United States and the People’s Republic of China (PRC or China). The second trend is the rapid development of artificial intelligence (AI) technologies, including for military applications. This report explores how the United States can manage strategic risks—defined as increased risks of armed conflict or the threat of nuclear war—that could be created or exacerbated by military AI in its relationship with China. It begins by providing an overview of China’s views on and policies toward AI. Beijing sees AI playing roles in both its civilian economy and the modernization of its military, the People’s Liberation Army (PLA). At home, Chinese leaders want to leverage AI to boost growth and innovation, address economic and social challenges, and secure the Chinese Communist Party’s (CCP) domestic rule. AI also plays a key role in China’s military ambitions, especially its goal to become a “world-class military” by midcentury, in part through the “intelligentization” of its forces. Intelligentization relies on integrating AI and other emerging technologies into the joint force with the goal of gaining an edge on the United States. China argues that its governance model, including its military-civil fusion policy, gives Beijing a competitive advantage over Washington. Realization of that vision, however, remains uncertain and will require China to overcome external and internal obstacles.
Topic:
Security, Military Affairs, Artificial Intelligence, Rivalry, and Competition
Political Geography:
China, Asia, North America, and United States of America