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21. Iran's Influence in the Middle East

Author:
Jadranka Polovic
Publication Date:
08-2020
Content Type:
Working Paper
Institution:
Institute for Development and International Relations (IRMO)
Abstract:
The Middle East as one of the most heterogeneous and politically conflicting regions in the world and has long been at the center of international interest. Faced with sectarian wars and comprehensive social crises for decades the Middle East, due to its geostrategic importance and especially the imperative of controlling the region’s vast energy resources, has once again become a battle ground for major powers whose interests affect the concentration of participants in the region. The competition between global powers and growing influence of Russia and China, who undermine the US power and European Union’s influence and also undermine established alliances in the Middle East, undoubtedly require a rethinking of Western strategies for the region. A series of geopolitical challenges, especially after September 11 attacks against the United States, as a result of military interventions and civil wars (Afghanistan, Iraq, Libya and Syria) and uprisings (Arab Spring) and thus the collapsed regional order, confronted the international community with the changing nature of security threats, as well as with the new balance of power of regional and international actors in the Middle East. Among the many aspects of the Middle East conflicts, the fundamental issue of regional security today is the Sunni-Shiite conflict, which has since the invasion of Iraq in 2003 directly defined the approaches and policies of great powers and significantly changed regional dynamics. In this context, Iran’s role is particularly significant. Namely, over the last two decades, Iran has consolidated its goals in the Persian Gulf and strategically expanded its influence to other countries in the Middle East, primarily Iraq, Syria, Lebanon and Yemen. The growing influence of Shiite Iran, and its close relations with Shiite communities in the region with which it forms a strategic coalition, have become a key geopolitical challenge for the international community.
Topic:
Foreign Policy, Energy Policy, International Cooperation, Natural Resources, and Hegemony
Political Geography:
Russia, China, Europe, Iran, Middle East, Asia, North America, and United States of America

22. The New “Rare Metal Age”: New Challenges and Implications of Critical Raw Materials Supply Security in the 21st Century

Author:
Frank Umbach
Publication Date:
04-2020
Content Type:
Working Paper
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
When Beijing threatened to restrict China’s export of rare earths (widely used in numerous important civilian and military technologies) to the United States at the end of May 2019, the world was reminded of China’s rare earths export disruption in the autumn of 2010 amid a maritime territorial conflict between China and Japan. In the past few years, the worldwide attention cast on the future supply security of rare earths and other critical raw materials has increased in the United States, the European Union, Japan and other countries owing to the global expansion of “green technologies” (including renewable energy sources, electric vehicles and batteries, and smart grids) and digitalisation as well as equipment and devices embedded with artificial intelligence. In this paper, the term “critical raw materials” (CRMs) refers to raw materials critical to industries that are also import-dependent on them, and to new technologies which often have no viable substitutes and whose supply, besides being constrained by limited recycling rates and options, is also dominated by one or a few suppliers. CRMs include rare earth elements (REEs), which comprise 17 different elements (see Figure 4). The global race for the most advanced technologies dependent on CRMs has intensified the competition for access to as well as strategic control of REEs, lithium, cobalt, copper, nickel and other CRMs. This working paper analyses the global supply and demand balance of three CRMs (REEs, lithium and cobalt, the latter two being major raw materials for batteries) in the foreseeable future and whether ASEAN countries can play a role as producers and suppliers of CRMs. It also examines potential counterstrategies for mitigating and reducing the global demand for CRMs, such as substitution, reduced use of CRMs, and recycling and re-use.
Topic:
Natural Resources, Digital Economy, Green Technology, and Metals
Political Geography:
United States, Japan, China, and Asia

23. The Belt and Road Initiative: The Sources of China’s Conduct, and India and Japan’s Responses

Author:
Hao Nan
Publication Date:
12-2020
Content Type:
Special Report
Institution:
Pacific Forum
Abstract:
The Belt and Road Initiative (BRI) is now more than seven years old, projecting ever-increasing influence throughout the world while stimulating growing concerns about China’s motives and behavior. This large-scale and multifaceted program benefits China, and not only economically, but in the politico-security sense. In response, India has stuck to its stance of distancing itself from the BRI while Japan has evolved past its initial rejection to selectively engage with the initiative. Tracing Chinese motives and conduct, along with the Indian and Japanese responses, back to the respective countries’ long-existing schools of strategic thought enables us to better decode current affairs and predict future dynamics.
Topic:
Security, Politics, Natural Resources, Infrastructure, Economy, and Belt and Road Initiative (BRI)
Political Geography:
Japan, China, South Asia, India, and Asia

24. Negotiating Transboundary River Governance in Myanmar

Author:
Khin Ohnmar Htwe
Publication Date:
10-2020
Content Type:
Special Report
Institution:
East-West Center
Abstract:
Myanmar lies in the northwestern part of Indo-Chinese Peninsular or mainland South-East Asia. It is bounded by China on the north and north-east, Laos on the east, Thailand on the south-east, and Bangladesh and India on the west. There are 7 major drainage areas or catchment areas in Myanmar comprising a series of river- valleys running from north to south. The drainage areas in Myanmar are Ayeyarwady and Chindwin Rivers and tributaries (55.05%), Thanlwin (Salween) River and tributaries (18.43%), Sittaung River and tributaries (5.38%), Kaladan and Lemyo Rivers and tributaries (3.76%), Yangon River and tributaries (2.96%), Tanintharyi River and tributaries (2.66%), and Minor Coastal Streams (11.76%). Myanmar possesses 12% of Asia’s fresh water resources and 16% of that of the ASEAN nations. Growing nationwide demand for fresh water has heightened the challenges of water security. The transboundary river basins along the border line of Myanmar and neighboring countries are the Mekong, Thanlwin (Salween), Thaungyin (Moai), Naf, and Manipu rivers. The Mekong River is also an important transboundary river for Myanmar which it shares with China, Laos, and Thailand. The Mekong River, with a length of about 2,700 miles (4,350 km), rises in southeastern Qinghai Province, China, flows through the eastern part of the Tibet Autonomous Region and Yunnan Province, and forms part of the international border between Myanmar (Burma) and Laos, as well as between Laos and Thailand. The Mekong River meets the China–Myanmar border and flows about six miles along that border until it reaches the tripoint of China, Myanmar, and Laos. From there it flows southwest and forms the border of Myanmar and Laos for about 60 miles until it arrives at the tripoint of Myanmar, Laos, and Thailand. This is also the point of confluence between the Ruak River (which follows the Thai–Myanmar border) and the Mekong.
Topic:
Natural Resources, Water, Governance, and Borders
Political Geography:
Bangladesh, China, India, Thailand, Southeast Asia, Laos, and Myanmar

25. China and the “Near-Arctic:” An Opportunity Lost Over 150 Years Ago

Author:
Barry Zellen
Publication Date:
09-2019
Content Type:
Special Report
Institution:
Georgetown Journal of International Affairs
Abstract:
With Greenland making front page news, the world’s attention is turned to the Arctic. And yet, this region has been the focus of increasingly consequential geopolitical competition for centuries, whether for furs, whales, fish stocks, gold, oil, strategic-military corridors, or (particularly as the ice has retreated) maritime trade routes. In recent years, China has articulated an invigorated vision of Arctic engagement as part of its Polar Silk Road strategy—a component of its broader Belt and Road Initiative (BRI). In its 2018 white paper on Arctic policy, China described itself as a “near-Arctic” state, a definition that has proven controversial and that, earlier this year, was publicly rejected by U.S. Secretary of State Pompeo at an Arctic Council (AC) ministerial: “Beijing claims to be a ‘Near-Arctic State,’ yet the shortest distance between China and the Arctic is 900 miles. There are only Arctic States and Non-Arctic States. No third category exists, and claiming otherwise entitles China to exactly nothing.” Such a visible diplomatic smackdown in a forum better known for its consensus governance and multilateral approach to Arctic issues generated headlines (and some indignation) worldwide. But Pompeo is right—China cannot reasonably be considered a “near-Arctic” state, owing to its lack of geographical, climatic, and cultural attributes of the Arctic. What kind of seat at which tables a state receives is determined, to a significant degree, by its claims to have a say in the region (combined with its capacity to persuade other states of the merits of its claims), so Beijing’s assertion of near-Arctic statehood weighs on the balance of power and diplomacy in the Arctic region.
Topic:
Power Politics, Natural Resources, Geopolitics, and Trade
Political Geography:
China, Asia, and Arctic

26. Finding "Win-Win": China's Arctic Policy and What It Means for Canada

Author:
Adam Lajeunesse
Publication Date:
12-2018
Content Type:
Working Paper
Institution:
Canadian Global Affairs Institute (CGAI)
Abstract:
China is a “Near Arctic State” with national interests in Arctic resources, shipping lanes, and regional governance. That was the message delivered to the world in China’s new Arctic policy (China 2018). The philosophy espoused in the Chinese White Paper is one of cooperation and mutual profit – what the Chinese have dubbed “win-win” polar partnerships. These partnerships have been expanding in recent years. Tens of billions of dollars in Chinese capital has flowed into oil and gas projects in Siberia and the Russian Arctic offshore, new shipping routes are being tested, and state-owned mining companies have acquired rich mineral deposits in Greenland and – to a lesser extent – Canada. These resources, and the sea lanes that connect them, have been labelled the “Polar Silk Road,” a maritime trade and shipping route supported by Chinese infrastructure spending (theoretically) running through the Northwest Passage and other circumpolar channels. China’s increasingly confident posture in the North represents real opportunities – and challenges – for Canada. Managed properly, Chinese money can support the decades old Canadian dream of developing the Northwest Passage as a useable sea route, decreasing shipping costs, supporting development and improving the quality of life for Arctic residents. Managed incorrectly, Chinese activity might leave the Asian power with a degree of de facto control over the Arctic, damaging Canadian sovereignty and imperiling the country’s ability to manage this increasingly important region on Canadian terms. This new White Paper is as clear a signal as can be sent that China is coming into the Arctic with long-term strategic ambitions. Canada should not fear this development, but it must be prepared for it.
Topic:
Natural Resources, Geopolitics, and Strategic Competition
Political Geography:
China, Canada, Asia, and Arctic

27. The Conflict Resource Economy and Pathways to Peace in Burma

Author:
Kevin M. Woods
Publication Date:
11-2018
Content Type:
Policy Brief
Institution:
United States Institute of Peace
Abstract:
Burma’s natural resource economy is inextricably tied to the ongoing armed conflict within the country. Questions of who has what ownership rights over what resources and how these resources can be more equitably shared with the wider population loom large. This report focuses on Burma’s resource-rich ethnic states and territories near the borders with China and Thailand and suggests that a more robust, accountable, and equitable system for managing the country’s resource wealth can help lay down the pathways to peace.
Topic:
Economics, Environment, Natural Resources, Conflict, and Peace
Political Geography:
China, Burma, Thailand, and Southeast Asia

28. A Tale of Three Coal Markets Common Challenges and Unique Attributes of U.S., Chinese, and Indian Markets

Author:
Jane Nakano and Sarah Ladislaw
Publication Date:
03-2018
Content Type:
Working Paper
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
The United States, China, and India together constitute about 70 percent of global coal consumption and 64 percent of global coal production. Each country is an important contributor to the global coal supply and demand picture and yet each stands at a very different stage in its relationship with coal. The history of coal in the United States is predicated on a long-term decline in its share of the electricity fuel mix, but deep regional socioeconomic ties give the fuel an outsized role in national energy politics. Coal makes up 15 percent of the total U.S. energy mix and 30 percent of the electric power mix while the power sector accounts for about 90 percent of coal use in the United States. Over the years, electricity demand has flattened thanks to strong efficiency gains. Moreover, the abundance of inexpensive natural gas and rapid decline in renewable energy costs have significantly diminished the competitiveness of coal-fired power generation. Unlike in China and India, the U.S. coal fleet is in contraction as a wave of retirements is underway, with little evidence of reversal, indicating that the current downturn appears structural and not cyclical. After a recent period of decline and bankruptcy for the U.S. industry, a political movement to revitalize the coal sector has emerged from the current presidential administration. Notwithstanding the renewed political support, however, the regulatory uncertainty clouds a future pathway for a coal power resurgence. The notion of economic and energy security benefits long associated with the use of coal has effectively disappeared in one of the largest producer and consumer markets for coal in the world. China is far and away the largest coal consumer and has built coal-fired power generation capacity at an unprecedented rate over the past couple of decades. As it enters a new phase of development, China seeks to reduce the role of coal in its economy both to mitigate the environmental impacts of coal production and use but also to harness its domestic power consumption to drive its competitive advantage in things like solar, wind, and nuclear power generation. China has concrete targets to reduce greenhouse gas emissions and ambitious plans, such as a nationwide emissions trading system, that can influence the pace and scope of shift in its power supply mix. Despite these government targets and the ongoing industrial structural reform that can reduce coal’s dominance in the electric power sector, the trajectory for coal use remains significantly subject to the future of state-owned enterprises and economic liberalization. In contrast to the United States and China, India is a fast-growing market for coal where economic development and universal energy access goals often override concerns about environmental pollution and climate change. India also sees enormous opportunity in renewable energy development—for the positive environmental attributes, the potential commercial opportunities, and the ability to lessen reliance on imported sources of energy like oil, gas, and coal. The Indian central and state governments have set up ambitious policies to foster a greater share of renewable energy in the electric power mix. The growth in renewable power-generation capacity shows early indications that renewables as an indigenous resource have the potential to challenge not only coal’s economic advantage but also its energy security value propositions as an indigenous resource, warranting close attention for some potentially valuable lessons for power-sector management in other developing economies where renewables increasingly beat out coal. How India will calibrate its desire to phase out coal imports despite the quantitative and qualitative issues its domestic supply has is another issue with major implications for both global coal markets and the future of its power supply mix, particularly solar and wind. Even as each market navigates a unique set of circumstances surrounding the role of coal-fired power generation, the availability of midstream infrastructure looms large as a universally important determinant of the competitiveness of coal resources, and thus the fuel hierarchy. Railways are the dominant mode for transporting coal in China and the capacity constraints continue to intensify, disadvantaging domestic resources to imports. Midstream is also a major topic in the United States, where a lack of west coast export terminals limits the U.S. ability to take advantage of continued demand growth in Asia. Low utilization rates also reflect the headwinds facing coal-fired power generation in all three countries. For example, U.S. coal-fired power generation experienced a 20 percent decrease in coal fleet utilization rates and a 12 percent decrease in the generation capacity from 2015 to 2016. Also, while China is expected to add another 200 GW of new coal-power capacity by 2020, the utilization rate of 47.5 percent for the thermal power fleet in 2016 indicates a complex nexus between capacity investment and power demand in the country, where the capacity growth does not give a solid indication of electric power output or fuel consumption. The local air pollution and climate implications of coal-fired power generation in each country also depend on the age of their fleet and capital stock turnover. The perceived future direction of coal in each country impacts the willingness of investors to upgrade or build new, more efficient plants. Whereas the ever-weakening coal-power demand in the United States is diminishing investor appetite for new coal plants with higher efficiency, lower emissions (HELE) technology, the capacity expansion in China is enabling the modernization of its fleet that includes more HELE plants. The pace and scope of modernization for India’s coal fleet, which is much younger yet remains low efficiency and high emissions today, will be an important indicator for its future emissions profile. Lastly, various noneconomic forces at play can generate a tension between the needs of a changing electricity market and the political-economic pressures of expanding coal-power capacity. The coal sector enjoys a powerful narrative on its socioeconomic benefits like jobs and tax revenues for coal-mining communities, but enabled by technology advancements, the emerging focus on values like flexibility in the power sector has elevated attributes of many alternative sources of electricity, including renewables and natural gas in the United States. Likewise, the Chinese expansion of coal capacity appears to be misaligned not only with the projected level of power demand growth but also with government efforts to expand alternative sources of electricity, thus raising the risk of stranded or severely underutilized coal plant assets.
Topic:
Energy Policy, Natural Resources, Renewable Energy, and Coal
Political Geography:
United States, China, India, and Asia

29. Resourcing Green Technologies through Smart Mineral Enterprise Development

Author:
Salem Ali, Perrine Toledano, Nicolas Maennling, Nathaniel Hoffman, and Lola Aganga
Publication Date:
02-2018
Content Type:
Working Paper
Institution:
Columbia Center on Sustainable Investment
Abstract:
Much has been written in recent years about the urgency to develop new technologies that meet ambitious targets for more efficient energy infrastructure with reduced reliance on fossil fuels. There has also been growing recognition that mineral scarcity can hamper the speed of key technologies being developed. The dominance of China as a global supplier of many technology minerals and the Chinese government’s ability to constrain supply has led to a focus on the international trade dimensions of the challenge. The United States, Japan, the European Union and South Korea have all been keenly focused on securing mineral supply for their domestic industries through a range of initiatives. These efforts have included the World Trade Organization dispute resolution mechanism; research investment in alternative and more widely available materials where possible; and considering strategic stockpiles of minerals from internal sources that harken back to Cold War era strategies for material security. In this report, we argue that a neglected area in addressing the mineral scarcity challenge is the private sector’s current trajectory for geological mineral exploration of key minerals and innovative initiatives on material efficiency and recycling where possible. We term this approach Smart Mineral Enterprise Development (SMED) which entails a partnership between public and private entities to consider pathways whereby public sector data sharing on geology can be coupled with research innovations in the private sector both upstream and downstream of mineral supply. Just as smart energy grids harness efficiencies in electricity supply and demand through a dynamic process of communication, SMED processes can do the same for key technological bottlenecks in mineral supply. We focus on cobalt to highlight the bottlenecks; identify alternative supply sources based on current exploration and recycling technologies; propose ways in which the international legal framework could be adapted to promote investments in critical minerals; and consider ways by which the public sector can assist the private sector in developing a SMED process that would bring forth more efficient and effective entrepreneurial activity to meet our green technology needs.
Topic:
Climate Change, Energy Policy, Science and Technology, Natural Resources, European Union, Green Technology, and Electricity
Political Geography:
United States, China, Europe, Asia, and South Korea

30. The Rise of Petroyuan

Author:
Dan Steinbock
Publication Date:
01-2018
Content Type:
Special Report
Institution:
Georgetown Journal of International Affairs
Abstract:
In the late 20th century, U.S. petrodollar dominated the world economy. In the 21st century, we are witnessing the rise of the Chinese petroyuan. This ascent could speed up the erosion of the dollar’s dominance after a century of power. The U.S. dollar still accounts for 39% of international payments – more than the euro (33%), English pound (7%), Japanese yen (3%) and Chinese yuan (28%) – but times are changing.
Topic:
Oil, History, Natural Resources, Economy, and Currency
Political Geography:
China, Asia, North America, and United States of America