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111. 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

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

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

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

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

114. 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

115. Geopolitics in the Pacific Islands: Playing for advantage

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

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

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

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

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

118. Green Hydrogen for Decarbonizing Asia's Industrial Giants

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

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

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

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

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