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651. De-risking and decarbonising: a green tech partnership to reduce reliance on China

Author:
Alicia Garcia-Herrero, Heather Grabbe, and Axel Källenius
Publication Date:
10-2023
Content Type:
Policy Brief
Institution:
Bruegel
Abstract:
Trade in renewable energy goods is a global public good; all countries gain when others cut emissions, and all suffer from climate change if decarbonisation is delayed. Yet this trade depends on China, which controls most of the world’s production of solar panels and electric vehicle batteries, and some of the global trade in wind turbines. These supply chains are vulnerable to disruption, natural disasters and weaponisation by China, which has already exercised its dominant position in some critical raw materials to put pressure on other countries. Part of the European Union and United States response to reduce reliance on China is reshoring production, but this is economically inefficient given their limited access to critical raw materials and high production costs. Moreover, Chinese firms are far ahead of the rest of the world in green tech manufacturing and innovation, and in extraction and processing. To reduce reliance on China, incentive-aligned governments and businesses should form a green tech partnership. This would produce green tech with the aim of decarbonising faster, while ensuring greater diversification of resources and improving security of supply. Each partnership economy would use its comparative advantage within a new green-tech supply chain. The aim is to supplement, not substitute, the Chinese supply chain, since both will be needed to meet rising global demand for green tech, including in China. Although such international coordination is difficult, the partnership would offers benefits to many different countries. Emerging economies that are rich in critical raw materials and/or have moderate wages would gain economic development opportunities. The US and the EU should share technology and provide financing, as they will gain from reduced dependence on China and from sourcing than is still cheaper than reshoring. China would have more room to use its clean tech to meet its own decarbonisation targets. The partnership could be organised through a combination of trade and investment agreements, together with tech transfer and financial agreements, under some form of inter-governmental oversight. The dependence of all countries on China for green tech is so great that non-market incentives might also be needed, such as subsidies or, preferably, a system of carbon pricing within the partnership.
Topic:
Partnerships, Green Technology, Risk, Renewable Energy, Supply, and Decarbonization
Political Geography:
China, Europe, and Asia

652. To what extent can urbanisation mitigate the negative impact of population ageing in China?

Author:
Alicia Garcia-Herrero and Jianwei Xu
Publication Date:
10-2023
Content Type:
Working Paper
Institution:
Bruegel
Abstract:
China is experiencing population ageing caused by a rapidly declining fertility rate and increased life expectancy. This demographic transition poses economic challenges, yet the intensity of these challenges depends on a number of factors, with the move of people from rural to urban areas being of central importance. To gain a clearer understanding of how urbanisation interacts with population ageing, we investigate changes in the Chinese labour force in both rural and urban areas. Our findings suggest a modest shrinking of the overall labour force up until 2035. However, until 2035, the labour force is projected to contract only in rural areas, while the urban labour force will continue to grow. As urban employment is more productive than rural employment, the combined effect of demographic change and urbanisation on growth will remain moderately positive (0.4 percent per year). Beyond 2035, fertility rate decline will begin to affect the working-age population in both rural and urban areas, especially since the urbanisation process is expected to level off by then. In such circumstances, China’s shrinking population will shave off 1.4 percent from GDP growth annually. These results, however, do not take into account the impact of population aging on labour productivity. China’s fast move towards robotisation and artificial intelligence might help mitigate any negative impacts by increasing productivity, but there is no sign yet that this is the case.
Topic:
Demographics, Urbanization, Economic Growth, and Aging
Political Geography:
China and Asia

653. Before Zero Day: Taiwan’s Evolving Defense Strategy and the Struggle for Peace

Author:
Eric Lee, Ian Easton, Grace Price, Colby Ferland, Cathy Fang, Mark Stokes, and Alice Cho
Publication Date:
09-2023
Content Type:
Working Paper
Institution:
Project 2049 Institute
Abstract:
The invasion of Ukraine has upended long-held assumptions of the liberal international order, and as tensions rise in the Taiwan Strait, Taiwanese leaders are watching Ukraine with their futures in mind. The objective of this report is to provide insights into how Taiwanese policymakers, military officers, diplomats, strategists, and everyday citizens are responding to the evolving threat picture in the Taiwan Strait and offer ideas for the policy debate in Washington. This report examines leadership speeches, strategy reports, military writings, and media articles, as well as recounts findings from interviews with Taiwanese and U.S. government officials, military officers, and civil society.
Topic:
Foreign Policy, Defense Policy, Military Strategy, Peace, and International Order
Political Geography:
China, Taiwan, and Asia

654. A Perfect Storm: Managing Conflict in the Taiwan Strait

Author:
Randall G. Schriver
Publication Date:
10-2023
Content Type:
Working Paper
Institution:
Project 2049 Institute
Abstract:
The United States’ approach to security in the Taiwan Strait has long been defined by its “One China Policy” while maintaining “strategic ambiguity.” However, without coordinated, whole-of-government policies, the People’s Republic of China will continue to act aggressively in the Taiwan Strait and cross-Strait tensions will continue to rise. The United States must creates policies that support U.S. security interests in the Indo-Pacific and develop and execute a strategy for deterring an attack on Taiwan and defeating aggression should deterrence fail. The objective of this report is to offer recommendations for shaping near- and long-term U.S. policy regarding Taiwan in five different areas: political, science and technology, economic, military, socio-cultural, and non-traditional security.
Topic:
Security, Territorial Disputes, Conflict, Crisis Management, Strategic Interests, and Strategic Ambiguity
Political Geography:
China and Taiwan

655. Taiwan’s Urgent Need for Asymmetric Defense

Author:
Eric Gomez
Publication Date:
11-2023
Content Type:
Policy Brief
Institution:
The Cato Institute
Abstract:
Amid deteriorating US-China relations, senior US officials have begun suggesting that a Chinese attack against Taiwan could happen soon. The conventional wisdom in Washington is that this urgent threat requires an urgent response, but too much attention has focused on the US-China military balance and too little on Taiwan’s military efforts. Taiwan’s future would likely be determined in the opening days, if not hours, of a conflict. Taiwan must prevail in two critical military operations: surviving China’s conventional bombardment and preventing the first wave of amphibious ground forces from establishing a beachhead. Taiwan would be fighting these two operations alone, but Taiwan’s military does not have the right mix of equipment, manpower, and strategy to mount an effective defense, despite the fact that the results of these operations could prove decisive for the rest of the conflict. US policymakers must press Taipei to focus on improving Taiwan’s ability to execute this narrow set of military missions and to reorient its overall strategy to one of asymmetric defense to counter Chinese advantages. If Taiwan does not or cannot do so, it is unlikely that any amount of potential US assistance or intervention could salvage the island’s position in the event of a conflict. Because these shortfalls are so important, Washington should create a sense of urgency in Taipei through security assistance measures such as conditional arms sales and limited joint training. The United States should also take care not to back Beijing into a corner where it concludes that using force is its only viable option to achieve unification with Taiwan. American assurances to China are a tough sell given Washington’s bipartisan hawkishness on China, but keeping time on Taiwan’s side is essential for the success of Taipei’s self-defense transformation.
Topic:
Foreign Policy, Defense Policy, and Asymmetric Relations
Political Geography:
China, Taiwan, Asia, and United States of America

656. Enhancing Australia’s Taiwan ties

Author:
Benjamin Herscovitch and Mark Harrison
Publication Date:
12-2023
Content Type:
Policy Brief
Institution:
Lowy Institute for International Policy
Abstract:
Australia should articulate and pursue a disciplined Taiwan strategy that uses the flexibility of its one-China policy to increase engagement with Taipei in service of Australian economic and security interests. Canberra should support Taipei’s bid for entry into the Comprehensive and Progressive Agreement for Trans-Pacific Partnership and start negotiations for a bilateral free trade agreement. It should also establish regular ministerial exchanges with Taiwan. The Taiwan strategy advocated in this paper is likely to be a net negative for Australia’s relations with China. But it strikes a reasonable balance between Australia’s interests and the stabilisation of the Australia–China relationship.
Topic:
Foreign Policy, Trans-Pacific Partnership, Regional Politics, and Strategic Engagement
Political Geography:
China, Taiwan, Asia, Australia, and Australia/Pacific

657. The Anti-Circumvention Instrument: Another Roadblock on the Investment Development Path?

Author:
Weihuan Zhou and Victor Crochet
Publication Date:
01-2023
Content Type:
Working Paper
Institution:
Centre for Trade and Economic Integration, The Graduate Institute (IHEID)
Abstract:
Companies from emerging economies, and China in particular, have started internationalizing their production operations. In doing so, they are following the same path as that taken by American, European and East Asian corporations before them, by setting up factories in third countries to serve their export markets from closer locations and produce more efficiently. Thus, it is no longer only developed countries’ multinationals which are moving their operations to developing countries, but emerging market companies that are increasingly engaging in production abroad. This phenomenon is having beneficial effects in countries where these companies invest and might help them start their own industrialization process. Yet, it has attracted the ire of developed countries, in particular the European Union. They are now targeting these downstream production plants abroad by using the so-called anti-circumvention instrument, resulting in trade defence duties imposed on the parent companies being extended to their foreign subsidiaries. This application of the anti-circumvention instrument departs from its historic rationale and might hinder the development of countries in need of foreign investment. Therefore, affected governments should consider taking international legal action to bring developed countries to the negotiating table to put a halt to this abuse of the anti-circumvention instrument.
Topic:
Development, Industrial Policy, Investment, Trade, Internationalization, Production, Emerging Economies, and Anti-Circumvention Instrument
Political Geography:
China, Europe, Global Focus, and United States of America

658. [Global NK Update] July 2023

Author:
Minah Kang
Publication Date:
08-2023
Content Type:
Commentary and Analysis
Institution:
East Asia Institute (EAI)
Abstract:
Key Updates: 1) North Korea’s launch of the ICBM Hwasongpho-18 on July 12th, with an unprecedented 74-minute flight time, drew condemnation from the US, South Korea, and Japan, as discussions were ongoing at a NATO summit. 2) North Korea marked its 70th War Victory Day with a grand ceremony attended by Chinese and Russian officials, including a military parade showcasing their armed forces and strategic weapons, such as the ICBM Hwasongpho-18.
Topic:
Nuclear Weapons, Regional Security, ICBM, and Armistice
Political Geography:
Russia, China, Asia, and North Korea

659. 2023 EAI Public Opinion Poll on the International Affairs: ② China and the ROK-China Relations

Author:
East Asia Institute (EAI)
Publication Date:
10-2023
Content Type:
Commentary and Analysis
Institution:
East Asia Institute (EAI)
Abstract:
Amid the deepening U.S.-China strategic competition, East Asia Institute (EAI) conducted a public opinion poll to discern the Korean people’s perception of China and ROK-China relations. EAI presents the survey results in chart form in the “EAI Public Opinion Briefing.” Despite predominantly negative impressions of China and President Xi Jinping, over 80 percent of respondents believe that Korea-China relations is crucial for Korea. The survey results unveiled public opinion that separately recognizes the favorability and significance of China.
Topic:
Bilateral Relations, Public Opinion, and Polls
Political Geography:
China, Asia, and South Korea

660. The New Domestic Politics of U.S.-China Relations

Author:
Evan S. Medeiros
Publication Date:
12-2023
Content Type:
Special Report
Institution:
Asia Society
Abstract:
The U.S.-China relationship has come to largely define geopolitics in the 21st century, and the bilateral relationship is today often conceived primarily in terms of geopolitical tensions and great power jockeying on the global stage. However, there is more to U.S.-China strategic competition than the geopolitical level. In particular, the influence of domestic political dynamics in both countries is a widely underappreciated factor driving both U.S. and Chinese foreign policy decision-making, including vis-à-vis each other. What are these shifting domestic forces in both countries that are most influencing the relationship, in what ways, and to what effect? In this groundbreaking new report, The New Domestic Politics of U.S.-China Relations, Asia Society Policy Institute's Center for China Analysis Senior Fellow for Foreign Policy Evan S. Medeiros conducts an in-depth investigation and analysis of these questions. He finds substantial new dynamics at play in both countries that have had an increasingly negative impact on U.S.-China ties. In the United States, Congressional activism, electoral politics, public opinion, and shifting roles for interest groups are all influencing U.S. debates, policymaking, and actions — governmental and nongovernmental alike. In China, centralization of decision-making processes, constraints on formerly key actors, shifting national-level priorities, and other structural political and personnel changes are today directly and indirectly influencing Chinese perceptions, policies, and behaviors toward the United States.
Topic:
Foreign Policy, Bilateral Relations, Geopolitics, and Domestic Politics
Political Geography:
China, Asia, North America, and United States of America