East Asia – Informed Comment https://www.juancole.com Thoughts on the Middle East, History and Religion Wed, 18 Dec 2024 02:53:27 +0000 en-US hourly 1 https://wordpress.org/?v=5.8.10 Trump Confronts a Rising China: Can He Manage U.S.-China Relations Without Precipitating World War III? https://www.juancole.com/2024/12/confronts-relations-precipitating.html Wed, 18 Dec 2024 05:06:16 +0000 https://www.juancole.com/?p=222085 ( Tomdispatch.com ) – Gaza, Haiti, Iran, Israel, Lebanon, Russia, Syria, Ukraine, and Venezuela: President-elect Donald Trump will face no shortage of foreign-policy challenges when he assumes office in January. None, however, comes close to China in scope, scale, or complexity. No other country has the capacity to resist his predictable antagonism with the same degree of strength and tenacity, and none arouses more hostility and outrage among MAGA Republicans. In short, China is guaranteed to put President Trump in a difficult bind the second time around: he can either choose to cut deals with Beijing and risk being branded an appeaser by the China hawks in his party, or he can punish and further encircle Beijing, risking a potentially violent clash and possibly even nuclear escalation. How he chooses to resolve this quandary will surely prove the most important foreign test of his second term in office.

Make no mistake: China truly is considered The Big One by those in Trump’s entourage responsible for devising foreign policy. While they imagine many international challenges to their “America First” strategy, only China, they believe, poses a true threat to the continued global dominance of this country.

“I feel strongly that the Chinese Communist Party has entered into a Cold War with the United States and is explicit in its aim to replace the liberal, Western-led world order that has been in place since World War II,” Representative Michael Waltz, Trump’s choice as national security adviser, declared at a 2023 event hosted by the Atlantic Council. “We’re in a global arms race with an adversary that, unlike any in American history, has the economic and the military capability to truly supplant and replace us.”

As Waltz and others around Trump see it, China poses a multi-dimensional threat to this country’s global supremacy. In the military domain, by building up its air force and navy, installing military bases on reclaimed islands in the South China Sea, and challenging Taiwan through increasingly aggressive air and naval maneuvers, it is challenging continued American dominance of the Western Pacific. Diplomatically, it’s now bolstering or repairing ties with key U.S. allies, including India, Indonesia, Japan, and the members of NATO. Meanwhile, it’s already close to replicating this country’s most advanced technologies, especially its ability to produce advanced microchips. And despite Washington’s efforts to diminish a U.S. reliance on vital Chinese goods, including critical minerals and pharmaceuticals, it remains a primary supplier of just such products to this country.

Fight or Strike Bargains?

For many in the Trumpian inner circle, the only correct, patriotic response to the China challenge is to fight back hard. Both Representative Waltz, Trump’s pick as national security adviser, and Senator Marco Rubio, his choice as secretary of state, have sponsored or supported legislation to curb what they view as “malign” Chinese endeavors in the United States and abroad.

Waltz, for example, introduced the American Critical Mineral Exploration and Innovation Act of 2020, which was intended, as he explained, “to reduce America’s dependence on foreign sources of critical minerals and bring the U.S. supply chain from China back to America.” Senator Rubio has been equally combative in the legislative arena. In 2021, he authored the Uyghur Forced Labor Prevention Act, which banned goods produced in forced labor encampments in Xinjiang Province from entering the United States. He also sponsored several pieces of legislation aimed at curbing Chinese access to U.S. technology. Although these, as well as similar measures introduced by Waltz, haven’t always obtained the necessary congressional approval, they have sometimes been successfully bundled into other legislation.

In short, Trump will enter office in January with a toolkit of punitive measures for fighting China ready to roll along with strong support among his appointees for making them the law of the land. But of course, we’re talking about Donald Trump, so nothing is a given. Some analysts believe that his penchant for deal-making and his professed admiration for Chinese strongman President Xi Jinping may lead him to pursue a far more transactional approach, increasing economic and military pressure on Beijing to produce concessions on, for example, curbing the export of fentanyl precursors to Mexico, but when he gets what he wants letting them lapse. Howard Lutnick, the billionaire investor from Cantor Fitzgerald whom he chose as Commerce secretary, claims that Trump actually “wants to make a deal with China,” and will use the imposition of tariffs selectively as a bargaining tool to do so.

What such a deal might look like is anyone’s guess, but it’s hard to see how Trump could win significant concessions from Beijing without abandoning some of the punitive measures advocated by the China hawks in his entourage. Count on one thing: this complicated and confusing dynamic will play out in each of the major problem areas in U.S.-China relations, forcing Trump to make critical choices between his transactional instincts and the harsh ideological bent of his advisers.

Trump, China, and Taiwan

Of all the China-related issues in his second term in office, none is likely to prove more challenging or consequential than the future status of the island of Taiwan. At issue are Taiwan’s gradual moves toward full independence and the risk that China will invade the island to prevent such an outcome, possibly triggering U.S. military intervention as well. Of all the potential crises facing Trump, this is the one that could most easily lead to a great-power conflict with nuclear undertones.

When Washington granted diplomatic recognition to China in 1979, it “acknowledged” that Taiwan and the mainland were both part of “one China” and that the two parts could eventually choose to reunite. The U.S. also agreed to cease diplomatic relations with Taiwan and terminate its military presence there. However, under the Taiwan Relations Act of 1979, Washington was also empowered to cooperate with a quasi-governmental Taiwanese diplomatic agency, the Taipei Economic and Cultural Representative Office in the United States, and provide Taiwan with the weapons needed for its defense. Moreover, in what came to be known as “strategic ambiguity,” U.S. officials insisted that any effort by China to alter Taiwan’s status by force would constitute “a threat to the peace and security of the Western Pacific area” and would be viewed as a matter “of grave concern to the United States,” although not necessarily one requiring a military response.

For decades, one president after another reaffirmed the “one China” policy while also providing Taiwan with increasingly powerful weaponry. For their part, Chinese officials repeatedly declared that Taiwan was a renegade province that should be reunited with the mainland, preferably by peaceful means. The Taiwanese, however, have never expressed a desire for reunification and instead have moved steadily towards a declaration of independence, which Beijing has insisted would justify armed intervention.

As such threats became more frequent and menacing, leaders in Washington continued to debate the validity of “strategic ambiguity,” with some insisting it should be replaced by a policy of “strategic clarity” involving an ironclad commitment to assist Taiwan should it be invaded by China. President Biden seemed to embrace this view, repeatedly affirming that the U.S. was obligated to defend Taiwan under such circumstances. However, each time he said so, his aides walked back his words, insisting the U.S. was under no legal obligation to do so.

The Biden administration also boosted its military support for the island while increasing American air and naval patrols in the area, which only heightened the possibility of a future U.S. intervention should China invade. Some of these moves, including expedited arms transfers to Taiwan, were adopted in response to prodding from China hawks in Congress. All, however, fit with an overarching administration strategy of encircling China with a constellation of American military installations and U.S.-armed allies and partners.

From Beijing’s perspective, then, Washington is already putting extreme military and geopolitical pressure on China. The question is: Will the Trump administration increase or decrease those pressures, especially when it comes to Taiwan?

That Trump will approve increased arms sales to and military cooperation with Taiwan essentially goes without saying (as much, at least, as anything involving him does). The Chinese have experienced upticks in U.S. aid to Taiwan before and can probably live through another round of the same. But that leaves far more volatile issues up for grabs: Will he embrace “strategic clarity,” guaranteeing Washington’s automatic intervention should China invade Taiwan, and will he approve a substantial expansion of the American military presence in the region? Both moves have been advocated by some of the China hawks in Trump’s entourage, and both are certain to provoke fierce, hard-to-predict responses from Beijing.

Many of Trump’s closest advisers have, in fact, insisted on “strategic clarity” and increased military cooperation with Taiwan. Michael Waltz, for example, has asserted that the U.S. must “be clear we’ll defend Taiwan as a deterrent measure.” He has also called for an increased military presence in the Western Pacific. Similarly, last June, Robert C. O’Brien, Trump’s national security adviser from 2019 to 2021, wrote that the U.S. “should make clear” its “commitment” to “help defend” Taiwan, while expanding military cooperation with the island.

Trump himself has made no such commitments, suggesting instead a more ambivalent stance. In his typical fashion, in fact, he’s called on Taiwan to spend more on its own defense and expressed anger at the concentration of advanced chip-making on the island, claiming that the Taiwanese “did take about 100% of our chip business.” But he’s also warned of harsh economic measures were China to impose a blockade of the island, telling the editorial board of the Wall Street Journal, “I would say [to President Xi]: if you go into Taiwan, I’m sorry to do this, I’m going to tax you at 150% to 200%.” He wouldn’t need to threaten the use of force to prevent a blockade, he added, because President Xi “respects me and he knows I’m [expletive] crazy.”

Such comments reveal the bind Trump will inevitably find himself in when it comes to Taiwan this time around. He could, of course, try to persuade Beijing to throttle back its military pressure on the island in return for a reduction in U.S. tariffs — a move that would reduce the risk of war in the Pacific but leave China in a stronger economic position and disappoint many of his top advisers. If, however, he chooses to act “crazy” by embracing “strategic clarity” and stepping up military pressure on China, he would likely receive accolades from many of his supporters, while provoking a (potentially nuclear) war with China.

Trade War or Economic Coexistence?

The question of tariffs represents another way in which Trump will face a crucial choice between punitive action and transactional options in his second term — or, to be more precise, in deciding how severe to make those tariffs and other economic hardships he will try to impose on China.

In January 2018, the first Trump administration imposed tariffs of 30% on imported solar panels and 20%-50% on imported washing machines, many sourced from China. Two months later, the administration added tariffs on imported steel (25%) and aluminum (10%), again aimed above all at China. And despite his many criticisms of Trump’s foreign and economic policies, President Biden chose to retain those tariffs, even adding new ones, notably on electric cars and other high-tech products. The Biden administration has also banned the export of advanced computer chips and chip-making technology to China in a bid to slow that country’s technological progress.

Accordingly, when Trump reassumes office on January 20th, China will already be under stringent economic pressures from Washington. But he and his associates insist that those won’t be faintly enough to constrain China’s rise. The president-elect has said that, on day one of his new term, he will impose a 10% tariff on all Chinese imports and follow that with other harsh measures. Among such moves, the Trump team has announced plans to raise tariffs on Chinese imports to 60%, revoke China’s Permanent Normal Trade Relations (also known as “most favored nation”) status, and ban the transshipment of Chinese imports through third countries.

Most of Trump’s advisers have espoused such measures strongly. “Trump Is Right: We Should Raise Tariffs on China,” Marco Rubio wrote last May. “China’s anticompetitive tactics,” he argued, “give Chinese companies an unfair cost advantage over American companies… Tariffs that respond to these tactics prevent or reverse offshoring, preserving America’s economic might and promoting domestic investment.”

But Trump will also face possible pushback from other advisers who are warning of severe economic perturbations if such measures were to be enacted. China, they suggest, has tools of its own to use in any trade war with the U.S., including tariffs on American imports and restrictions on American firms doing business in China, including Elon Musk’s Tesla, which produces half of its cars there. For these and other reasons, the U.S.-China Business Council has warned that additional tariffs and other trade restrictions could prove disastrous, inviting “retaliatory measures from China, causing additional U.S. jobs and output losses.”

As in the case of Taiwan, Trump will face some genuinely daunting decisions when it comes to economic relations with China. If, in fact, he follows the advice of the ideologues in his circle and pursues a strategy of maximum pressure on Beijing, specifically designed to hobble China’s growth and curb its geopolitical ambitions, he could precipitate nothing short of a global economic meltdown that would negatively affect the lives of so many of his supporters, while significantly diminishing America’s own geopolitical clout. He might therefore follow the inclinations of certain of his key economic advisers like transition leader Howard Lutnick, who favor a more pragmatic, businesslike relationship with China. How Trump chooses to address this issue will likely determine whether the future involves increasing economic tumult and uncertainty or relative stability. And it’s always important to remember that a decision to play hardball with China on the economic front could also increase the risk of a military confrontation leading to full-scale war, even to World War III.

And while Taiwan and trade are undoubtedly the most obvious and challenging issues Trump will face in managing (mismanaging?) U.S.-China relations in the years ahead, they are by no means the only ones. He will also have to decide how to deal with increasing Chinese assertiveness in the South China Sea, continued Chinese economic and military-technological support for Russia in its war against Ukraine, and growing Chinese investments in Africa, Latin America, and elsewhere.

In these, and other aspects of the U.S.-China rivalry, Trump will be pulled toward both increased militancy and combativeness and a more pragmatic, transactional approach. During the campaign, he backed each approach, sometimes in the very same verbal outburst. Once in power, however, he will have to choose between them — and his decisions will have a profound impact on this country, China, and everyone living on this planet.

Via Tomdispatch.com

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China’s Green Energy Wave enters the Middle East https://www.juancole.com/2024/10/chinas-energy-enters.html Fri, 18 Oct 2024 04:15:58 +0000 https://www.juancole.com/?p=221056 London (Special to Informed Comment; Feature) – Facing rising trade barriers and diplomatic tensions with the US and the EU, Chinese renewable energy companies are turning to Middle Eastern states as an alternative market for goods including electric vehicles (EVs), lithium-ion batteries, and solar panels. The US, the EU and Canada have all imposed tariffs on Chinese EVs, amid accusations that Beijing is dumping excess Chinese production overseas and using unfair subsidies. “Global markets are now flooded with cheaper [Chinese] electric cars. And their price is kept artificially low by huge state subsidies,” European Commission President Ursula von der Leyen said in September last year.

The EU has begun a probe into Chinese wind turbine companies. Then-Commission Executive Vice-President for Competition Margarethe Vestager warned that a wave of subsidised Chinese wind turbine exports: “is not only dangerous for our competitiveness. It also jeopardises our economic security.” The EU remains scarred by its loss of a trade war to China over the bloc’s solar power industry a decade earlier. Western governments and activists have also expressed concerns that China’s green sector is tied to human rights abuses like forced labour in Xinjiang.

In the Middle East, however, many governments remain open to Chinese green sector exports and have struck commercial agreements to gain investment from its major firms. In July, Saudi Arabia’s Public Investment Fund struck joint investment deals with Chinese solar power companies Jinko Solar and TCL Zhonghuan. Meanwhile, Saudi investment business ALGIHAZ signed a contract to build an energy storage facility with Chinese company Sungrow. The Australian Griffith Asia Institute calculated that altogether Chinese firms worked on green energy projects across the Middle East worth about $9.5 billion over 2018-2023.

Middle Eastern States Piggyback Off China

China’s government and Chinese state-owned or state-linked companies have been able to offer commercial and political advantages to Middle Eastern governments seeking to decarbonize their economies. Western engineering and manufacturing firms’ projects are regulated by numerous rules intended to prevent corruption, environmental harm and other negative development outcomes. Chinese companies under the direction of the ruling Chinese Communist Party (CCP) face no such restraints, though the quality of the infrastructure they have produced under China’s signature Belt & Road Project (BRI) initiative has varied. For autocratic Middle Eastern governments like the Gulf monarchies, however, Chinese companies have the ability to build high-technology critical infrastructure without the need to appease external stakeholders like the human rights groups or independent media outlets found in Western countries.


“Xi of Arabia,”

Chinese companies are also generally happy to operate in a Middle Eastern business environment that still often relies on patronage to get deals done. The CCP has cultivated particularly close ties with Saudi Arabia, the UAE, Iran, Egypt, and Algeria, with whose governments Beijing has signed comprehensive strategic partnerships (the most elevated type of bilateral agreement with China). These relationships have borne increasing fruit as the BRI has matured and new technology has widened the appeal of clean energy and other green industries. Petrostates like Saudi Arabia have belatedly woken up to the threat of climate change and their own potential ability to take advantage of clean energy like solar power.

Doing Deals to Decarbonize

Chinese President Xi Jinping met with UAE President Sheikh Mohamed bin Zayed Al Nahyan in Beijing in June. Xi promised his government would cooperate more closely with the Arab country on a range of industries including “information technology, artificial intelligence, the digital economy, and new energy.” China was already the UAE’s biggest trading partner in 2022 while the Arab state was Beijing’s biggest Arab trading partner, the UAE’s economy ministry said in 2023. While renewable energy development is only one aspect of the burgeoning diplomatic and trading relationship between the two sides, it is an important consideration for the UAE and its Net Zero 2050 strategy to decarbonize the country’s economy. Given China’s private sector is subordinate to the political aims of the ruling CCP, further Chinese green investment is likely to flow to the UAE in 2025. The UAE is also investing in renewables in East Asia, with its green energy firm Masdar aiming to install 2 gigawatts of renewable power in ASEAN countries by 2025. The firm was invited by the Philippines government to invest in Manila’s green sector too.

In May, the UAE’s Minister of State for Foreign Trade Thani bin Ahmed Al Zeyoudi, said “new energy” and “critical minerals” were among the areas the country was interested in engaging with Beijing. Chinese CEOs held meetings with UAE officials in July following the UAE president’s state visit to discuss bilateral cooperation in various areas, including solar power and renewable energy. The UAE’s example is being replicated by other Middle Eastern governments with whom China has cultivated close relations. At the Forum on China-Africa Cooperation in September, Egypt signed agreements worth more than $1.1 billion with Chinese companies, which included the country’s first green chemical plant. China’s Befar Group will build a $500 million facility powered energy sources including natural gas, wind and solar energy. A second deal involves the creation of a $100 million solar panel factory. Chinese companies are building solar power plants in Algeria and becoming investors and co-investors in Saudi and UAE solar and wind projects as these two countries decarbonise their power grids.

China Seeks to Refute Dumping Narratives

Meanwhile, Middle Eastern demand for Chinese clean energy infrastructure and products allows Beijing to claim it is not engaged in overproduction in sectors like EV manufacturing or renewable energy products and dumping the resulting excess on foreign markets. Much criticism of Chinese trade practices in the country’s green industries has come from the US and other Western governments. Treasury Secretary Janet Yellen said in April that excess Chinese manufacturing capacity in sectors like EVs and solar panels was intensifying. Chinese state media and CEOs like the head of vehicle manufacturer Great Wall Motor International have denied this, although non-Western countries like Turkey have also imposed tariffs on Chinese exports like EVs. China has taken Turkey to the World Trade Organization in response.

Trade tensions between China and governments under pressure to restrict Chinese green technology exports are likely to endure in many parts of the world. In the Middle East, however, Beijing and local regimes continue to discover synergies between their development needs. China’s sluggish economy and growing trade tensions with the Global North have left it in need of new markets for its goods. Meanwhile, Middle Eastern governments need the country’s know-how and deep pockets if they are to overhaul their own 20th-century fossil fuel infrastructure and create new jobs in the emerging green economies of the 21st century. 

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Powder Keg in the Pacific: America’s new Cold War with China https://www.juancole.com/2024/10/powder-pacific-americas.html Wed, 16 Oct 2024 04:06:58 +0000 https://www.juancole.com/?p=221019 ( Tomdispatch.com ) – While the world looks on with trepidation at regional wars in Israel and Ukraine, a far more dangerous global crisis is quietly building at the other end of Eurasia, along an island chain that has served as the front line for America’s national defense for endless decades. Just as Russia’s invasion of Ukraine has revitalized the NATO alliance, so China’s increasingly aggressive behavior and a sustained U.S. military build-up in the region have strengthened Washington’s position on the Pacific littoral, bringing several wavering allies back into the Western fold. Yet such seeming strength contains both a heightened risk of great power conflict and possible political pressures that could fracture America’s Asia-Pacific alliance relatively soon.

Recent events illustrate the rising tensions of the new Cold War in the Pacific. From June to September of this year, for instance, the Chinese and Russian militaries conducted joint maneuvers that ranged from live-fire naval drills in the South China Sea to air patrols circling Japan and even penetrating American airspace in Alaska. To respond to what Moscow called “rising geopolitical tension around the world,” such actions culminated last month in a joint Chinese-Russian “Ocean-24” exercise that mobilized 400 ships, 120 aircraft, and 90,000 troops in a vast arc from the Baltic Sea across the Arctic to the northern Pacific Ocean. While kicking off such monumental maneuvers with China, Russian President Vladimir Putin accused the United States of “trying to maintain its global military and political dominance at any cost” by “increasing [its] military presence… in the Asia-Pacific region.”

“China is not a future threat,” the U.S. Secretary of the Air Force Frank Kendall responded in September. “China is a threat today.” Over the past 15 years, Beijing’s ability to project power in the Western Pacific, he claimed, had risen to alarming levels, with the likelihood of war “increasing” and, he predicted, it will only “continue to do so.” An anonymous senior Pentagon official added that China “continues to be the only U.S. competitor with the intent and… the capability to overturn the rules-based infrastructure that has kept peace in the Indo-Pacific since the end of the Second World War.”

Indeed, regional tensions in the Pacific have profound global implications. For the past 80 years, an island chain of military bastions running from Japan to Australia has served as a crucial fulcrum for American global power. To ensure that it will be able to continue to anchor its “defense” on that strategic shoal, Washington has recently added new overlapping alliances while encouraging a massive militarization of the Indo-Pacific region. Though bristling with armaments and seemingly strong, this ad hoc Western coalition may yet prove, like NATO in Europe, vulnerable to sudden setbacks from rising partisan pressures, both in the United States and among its allies.

Building a Pacific Bastion

For well over a century, the U.S. has struggled to secure its vulnerable western frontier from Pacific threats. During the early decades of the twentieth century, Washington maneuvered against a rising Japanese presence in the region, producing geopolitical tensions that led to Tokyo’s attack on the American naval bastion at Pearl Harbor that began World War II in the Pacific. After fighting for four years and suffering nearly 300,000 casualties, the U.S. defeated Japan and won unchallenged control of the entire region.

Aware that the advent of the long-range bomber and the future possibility of atomic warfare had rendered the historic concept of coastal defense remarkably irrelevant, in the post-war years Washington extended its North American “defenses” deep into the Western Pacific. Starting with the expropriation of 100 Japanese military bases, the U.S. built its initial postwar Pacific naval bastions at Okinawa and, thanks to a 1947 agreement, at Subic Bay in the Philippines. As the Cold War engulfed Asia in 1950 with the beginning of the Korean conflict, the U.S. extended those bases for 5,000 miles along the entire Pacific littoral through mutual-defense agreements with five Asia-Pacific allies — Japan, South Korea, Taiwan, the Philippines, and Australia.

For the next 40 years to the very end of the Cold War, the Pacific littoral remained the geopolitical fulcrum of American global power, allowing it to defend one continent (North America) and dominate another (Eurasia). In many ways, in fact, the U.S. geopolitical position astride the axial ends of Eurasia would prove the key to its ultimate victory in the Cold War.

After the Cold War

Once the Soviet Union collapsed in 1991 and the Cold War ended, Washington cashed in its peace dividend, weakening that once-strong island chain. Between 1998 and 2014, the U.S. Navy declined from 333 ships to 271. That 20% reduction, combined with a shift to long-term deployments in the Middle East, degraded the Navy’s position in the Pacific. Even so, for the 20 years following the Cold War, the U.S. would enjoy what the Pentagon called “uncontested or dominant superiority in every operating domain. We could generally deploy our forces when we wanted, assemble them where we wanted, operate how we wanted.”

After the September 2001 terrorist attack on the U.S., Washington turned from heavy-metal strategic forces to mobile infantry readily deployed for counterterror operations against lightly armed guerrillas. After a decade of fighting misbegotten wars in Afghanistan and Iraq, Washington was stunned when a rising China began to turn its economic gains into a serious bid for global power. As its opening gambit, Beijing started building bases in the South China Sea, where oil and natural gas deposits are rife, and expanding its navy, an unexpected challenge that the once-all-powerful American Pacific command was remarkably ill-prepared to meet.

In response, in 2011, President Barack Obama proclaimed a strategic “pivot to Asia” before the Australian parliament and began rebuilding the American military position on the Pacific littoral. After withdrawing some U.S. forces from Iraq in 2012 and refusing to commit significant numbers of troops for regime change in Syria, the Obama White House deployed a battalion of Marines to Darwin in northern Australia in 2014. In quick succession, Washington gained access to five Philippine bases near the South China Sea and a new South Korean naval base at Jeju Island on the Yellow Sea. According to Secretary of Defense Chuck Hagel, to operate those installations, the Pentagon planned to “forward base 60 percent of our naval assets in the Pacific by 2020.” Nonetheless, the unending insurgency in Iraq continued to slow the pace of that strategic pivot to the Pacific.

Despite such setbacks, senior diplomatic and military officials, working under three different administrations, launched a long-term effort to slowly rebuild the U.S. military posture in the Asia-Pacific region. After proclaiming “a return to great power competition” in 2016, Chief of Naval Operations Admiral John Richardson reported that China’s “growing and modernized fleet” was “shrinking” the traditional American advantage in the region. “The competition is on,” the admiral warned, adding, “We must shake off any vestiges of comfort or complacency.”

Responding to such pressure, the Trump administration added the construction of 46 new ships to the Pentagon budget, which was to raise the total fleet to 326 vessels by 2023. Still, setting aside support ships, when it came to an actual “fighting force,” by 2024 China had the world’s largest navy with 234 “warships,” while the U.S. deployed 219 — with Chinese combat capacity, according to American Naval Intelligence, “increasingly of comparable quality to U.S. ships.”

Paralleling the military build-up, the State Department reinforced the U.S. position on the Pacific littoral by negotiating three relatively new diplomatic agreements with Asia-Pacific allies Australia, Britain, India, and the Philippines. Though those ententes added some depth and resilience to the US posture, the truth is that this Pacific network may ultimately prove more susceptible to political rupture than a formal multilateral alliance like NATO.

Military Cooperation with the Philippines

After nearly a century as close allies through decades of colonial rule, two world wars, and the Cold War, American relations with the Philippines suffered a severe setback in 1991 when that country’s senate refused to renew a long-term military bases agreement, forcing the U.S. 7th Fleet out of its massive naval base at Subic Bay.

After just three years, however, China occupied some shoals also claimed by the Philippines in the South China Sea during a raging typhoon. Within a decade, the Chinese had started transforming them into a network of military bases, while pressing their claims to most of the rest of the South China Sea. Manila’s only response was to ground a rusting World War II naval vessel on Ayungin shoal in the Spratly Islands, where Filipino soldiers had to fish for their supper. With its external defense in tatters, in April 2014 the Philippines signed an Enhanced Defense Cooperation Agreement with Washington, allowing the U.S. military quasi-permanent facilities at five Filipino bases, including two on the shores of the South China Sea.

Although Manila won a unanimous ruling from the Permanent Court of Arbitration at the Hague that Beijing’s claims to the South China Sea were “without lawful effect,” China dismissed that decision and continued to build its bases there. And when Rodrigo Duterte became president in 2016, he revealed a new policy that included a “separation” from America and a strategic tilt toward China, which that country rewarded with promises of massive developmental aid. By 2018, however, China’s army was operating anti-aircraft missiles, mobile missile launchers, and military radar on five artificial “islands” in the Spratly archipelago that it had built from sand its dredgers sucked from the seabed.

Once Duterte left office, as China’s Coast Guard harassed Filipino fishermen and blasted Philippine naval vessels with water cannons in their own territory, Manila once again started calling on Washington for help. Soon, U.S. Navy vessels were conducting “freedom of navigation” patrols in Philippine waters and the two nations had staged their biggest military maneuvers ever. In the April 2024 edition of that exercise, the U.S. deployed its mobile Typhon Mid-Range Missile Launcher capable of hitting China’s coast, sparking a bitter complaint from Beijing that such weaponry “intensifies geopolitical confrontation.”

Manila has matched its new commitment to the U.S. alliance with an unprecedented rearmament program of its own. Just last spring, it signed a $400 million deal with Tokyo to purchase five new Coast Guard cutters, started receiving Brahmos cruise missiles from India under a $375 million contract, and continued a billion-dollar deal with South Korea’s Hyundai Heavy Industries that will result in 10 new naval vessels. After the government announced a $35 billion military modernization plan, Manila has been negotiating with Korean suppliers to procure 40 modern jet fighters — a far cry from a decade earlier when it had no operational jets.

Showing the scope of the country’s reintegration into the Western alliance, just last month Manila hosted joint freedom of navigation maneuvers in the South China Sea with ships from five allied nations — Australia, Japan, New Zealand, the Philippines, and the United States.

Quadrilateral Security Dialogue

While the Philippine Defense Agreement renewed U.S. relations with an old Pacific ally, the Quadrilateral Security Dialogue involving Australia, India, Japan, and the U.S., first launched in 2007, has now extended American military power into the waters of the Indian Ocean. At the 2017 ASEAN summit in Manila, four conservative national leaders led by Japan’s Shinzo Abe, India’s Narendra Modi, and Donald Trump decided to revive the “Quad” entente (after a decade-long hiatus while Australia’s Labour governments cozied up to China).

Just last month, President Biden hosted a “Quad Summit” where the four leaders agreed to expand joint air operations. In a hot-mike moment, Biden bluntly said: “China continues to behave aggressively, testing us all across the region. It is true in the South China Sea, the East China Sea, South Asia, and the Taiwan Straits.” China’s Foreign Ministry replied: “The U.S. is lying through its teeth” and needs to “get rid of its obsession with perpetuating its supremacy and containing China.”

Since 2020, however, the Quad has made the annual Malabar (India) naval exercise into an elaborate four-power drill in which aircraft carrier battle groups maneuver in waters ranging from the Arabian Sea to the East China Sea. To contest “China’s growing assertiveness in the Indo-Pacific region,” India announced that the latest exercise this October would feature live-fire maneuvers in the Bay of Bengal, led by its flagship aircraft carrier and a complement of MiG-29K all-weather jet fighters. Clearly, as Prime Minister Narendra Modi put it, the Quad is “here to stay.”

AUKUS Alliance

While the Trump administration revived the Quad, the Biden White House has promoted a complementary and controversial AUKUS defense compact between Australia, Great Britain, and the U.S. (part of what Michael Klare has called the “Anglo-Saxonization” of American foreign and military policy). After months of secret negotiations, their leaders announced that agreement in September 2021 as a way to fulfill “a shared ambition to support Australia in acquiring nuclear-powered submarines for the Royal Australian Navy.”

Such a goal sparked howls of diplomatic protests. Angry over the sudden loss of a $90 billion contract to supply 12 French submarines to Australia, France called the decision “a stab in the back” and immediately recalled its ambassadors from both Canberra and Washington. With equal speed, China’s Foreign Ministry condemned the new alliance for “severely damaging regional peace… and intensifying the arms race.” In a pointed remark, Beijing’s official Global Times newspaper said Australia had now “turned itself into an adversary of China.”

To achieve extraordinary prosperity, thanks in significant part to its iron ore and other exports to China, Australia had exited the Quad entente for nearly a decade. Now, through this single defense decision, Australia has allied itself firmly with the United States and will gain access to British submarine designs and top-secret U.S. nuclear propulsion, joining the elite ranks of just six powers with such complex technology.

Not only will Australia spend a monumental $360 billion to build eight nuclear submarines at its Adelaide shipyards over a decade, but it will also host four American Virginia-class nuclear subs at a naval base in Western Australia and buy as many as five of those stealthy submarines from the U.S. in the early 2030s. Under the tripartite alliance with the U.S. and Britain, Canberra will also face additional costs for the joint development of undersea drones, hypersonic missiles, and quantum sensing. Through that stealthy arms deal, Washington has, it seems, won a major geopolitical and military ally in any future conflict with China.

Stand-Off Along the Pacific Littoral

Just as Russia’s aggression in Ukraine strengthened the NATO alliance, so China’s challenge in the fossil-fuel-rich South China Sea and elsewhere has helped the U.S. rebuild its island bastions along the Pacific littoral. Through a sedulous courtship under three successive administrations, Washington has won back two wayward allies, Australia and the Philippines, making them once again anchors for an island chain that remains the geopolitical fulcrum for American global power in the Pacific.

Still, with more than 200 times the ship-building capacity of the United States, China’s advantage in warships will almost certainly continue to grow. In compensating for such a future deficit, America’s four active allies along the Pacific littoral will likely play a critical role. (Japan’s navy has more than 50 warships and South Korea’s 30 more.)

Despite such renewed strength in what is distinctly becoming a new cold war, America’s Asia-Pacific alliances face both immediate challenges and a fraught future. Beijing is already putting relentless pressure on Taiwan’s sovereignty, breaching that island’s airspace and crossing the median line in the Taiwan Straits hundreds of times monthly. If Beijing turns those breaches into a crippling embargo of Taiwan, the U.S. Navy will face a hard choice between losing a carrier or two in a confrontation with China or backing off. Either way, the loss of Taiwan would sever America’s island chain in the Pacific littoral, pushing it back to a “second island chain” in the mid-Pacific.

As for that fraught future, the maintenance of such alliances requires a kind of national political will that is by no means assured in an age of populist nationalism. In the Philippines, the anti-American nationalism that Duterte personified retains its appeal and may well be adopted by some future leader. More immediately in Australia, the current Labour Party government has already faced strong dissent from members blasting the AUKUS entente as a dangerous transgression of their country’s sovereignty. And in the United States, Republican populism, whether Donald Trump’s or that of a future leader like J.D. Vance could curtail cooperation with such Asia-Pacific allies, simply walk away from a costly conflict over Taiwan, or deal directly with China in a way that would undercut that web of hard-won alliances.

And that, of course, might be the good news (so to speak), given the possibility that a growing Chinese aggressiveness in the region and an American urge to strengthen a military alliance ominously encircling that country could threaten to turn the latest Cold War ever hotter, transforming the Pacific into a genuine powder keg and leading to the possibility of a war that would, in our present world, be almost unimaginably dangerous and destructive.

Via Tomdispatch.com

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Nobel Prize-Winning Japanese survivors of Hiroshima and Nagasaki see themselves in the Palestinians of Gaza https://www.juancole.com/2024/10/hiroshima-themselves-palestinians.html Tue, 15 Oct 2024 05:44:14 +0000 https://www.juancole.com/?p=221010 Ann Arbor (Informed Comment) – The decision of the Truman administration to use nuclear weapons on the civilian cities of Hiroshima and Nagasaki in 1945 is one of the great stains on the United States. There are other blots on our escutcheon, including the perfidious treatment of Native Americans and the enslavement of millions of Africans. But to be the only nation ever to have deployed nuclear weapons, and to be the only one to have bombed densely inhabited cities with them, makes the crime pointed and dramatic rather than unfolding over decades.

The survivors in Hiroshima and Nagasaki, of whom there are still 106,825, were known as Hibakusha, literally “bombing victims.” They were often stigmatized by other Japanese and sometimes had complicated love lives. Some had disfiguring burns on their bodies or faces. They were thought to be at special risk of dying young from the effects of the nuclear weapons, and so had trouble finding mates. Some Hibakusha hid their past. Some of those willing to come out of the closet formed organizations to lobby for the banning of nuclear weapons.

Friday evening it was announced that Nihon Hidankyo, which Asahi Shimbun glosses as “the Japan Confederation of A- and H-Bomb Sufferers Organizations,” has won the Nobel Peace Prize this year.

Israel’s genocide in Gaza, however, hung over the victory. According to the Irish Times’s David McNeill in Tokyo, when Toshiyuki Mimaki, the co-chair of Nihon Hidankyo, watched the ceremony in Oslo on television and discovered that his organization had won, he said tearfully, “It can’t be real, I felt so sure it would be the people of Gaza.”

Mr. Mimaki’s certainty that the “people of Gaza” would compete successfully for the Nobel with the survivors of a nuclear attack speaks volumes about how the genocide is viewed outside the North Atlantic world. And, to be sure, the sheer tonnage of bombs dropped on Gaza since October 2023 has exceeded that of the two atomic bombs deployed in 1945.


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Mimaki accepted the award on behalf of Nihon Hidankyo and gave an acceptance speech in which he pointed out that “nuclear weapons can be used by terrorists. For example, if Russia uses them against Ukraine, Israel against Gaza, it won’t end there. Politicians should know these things.” At the press conference, Mr Mimaki went on to compare the plight of Gazan children to that of Japanese children at the end of the Second World War.

He observed, “In Gaza, bleeding children are being held (by their parents). It’s like in Japan 80 years ago.”

Mimaki added, “When it comes to Israel and the Middle East, regardless of the specifics, the underlying issue is conflict and the act of doing things that people abhor. Firstly, it is about killing people. This idea of killing others before being killed oneself —- that is essentially what war is. Also, war involves destroying homes, demolishing buildings, and taking down bridges. These actions constitute war. Japan, too, fought a major war 80 years ago, and it is said that 3 million people lost their lives. Since then, we have upheld our constitution, aiming for a world without war. I hope Japan can become a leader in promoting peace globally.” (- ChatGPT translation of the computer-generated YouTube transcript.)

He also said, “nuclear weapons can be used by terrorists . . . For example, if Russia uses them against Ukraine, Israel against Gaza, it won’t end there. Politicians should know these things.”

The situation in Gaza is therefore very much on Mr. Mimaki’s mind, and on the minds of other Japanese pacifists. They see civilian cities reduced to rubble from the sky and bleeding children in the arms of their parents, and it takes them right back to August 6, 1945.


“Nuking Gaza,” Digital, Dream / Dreamland v3 / Clip2Comic, 2024

About 140,000 people were incinerated when the U.S. deployed an atomic bomb against Hiroshima on Aug. 6, 1945, and three days later, some 74,000 more were turned into carbon dust in Nagasaki.

Gilad Cohen, Israel’s ambassador to Japan, criticized Mimaki’s heartfelt sentiments, saying on “X,” that Miyaki’s comparison “is outrageous and baseless.” He added, “Gaza is ruled by Hamas, a murderous terrorist organization committing a double war crime: targeting Israeli civilians, including women and children, while using its own people as human shields.” He accused Miyaki of dishonoring the victims of October 7.

Cohen, however, is the one who misunderstands the similarities here. The Truman administration viewed Imperial Japan and generals such as Hideki Tojo (who also served as prime minister during much of the war) as murderous terrorists who had launched a sneak attack that killed 2,403 Americans at Pearl Harbor, including some 68 civilians.

As for Hamas being responsible for all the Palestinian deaths in Gaza at the hands of the Israeli military (!), that is a similar argument to the one made by Truman regarding Japan. It was necessary to nuke Hiroshima and Nagasaki, he said, because the US could lose as many as a quarter of a million troops in an invasion of Japan, since the Japanese would unitedly defend the island. In essence, all the Japanese formed a human shield against any ground incursion. Therefore, it was the refusal to surrender of the former admiral, Prime Minister Kantarō Suzuki, that made the US kill those 214,000 civilians.

The devil made me do it, is the refrain of all genocidaires.

Mr. Mimaki will have none of it. He condemns belligerent actions whoever takes them. But most importantly, he knows a crime against humanity when he sees one.

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At UN, China slams US Sanctions on Iran, Accuses Israel of ‘Indiscriminate attacks on Civilians’ https://www.juancole.com/2024/09/sanctions-indiscriminate-civilians.html Thu, 26 Sep 2024 05:45:32 +0000 https://www.juancole.com/?p=220711 Ann Arbor (Informed Comment) – Iranian President Masoud Pezeshkian, during his first appearance at the annual UN General Assembly meeting, met on the margins of the conference with Chinese Foreign Minister Wang Yi. He elicited from the Chinese one of the strongest statements of Chinese support we have seen.

According to the UAE’s al-Khaleej, Wang told Pezeshkian, “No matter how the international and regional situation develops, China will always be a reliable partner of Iran.” This statement seems to have been intended to reassure Tehran in the wake of the Israeli attack on Lebanon, where the Hezbollah party-militia is a close ally of Iran.

Wang continued, “China will continue to support Iran in maintaining its sovereignty, security, territorial integrity and national dignity.” He insisted that China will take a strong stand against all those who “interfere in Iran’s internal affairs and impose sanctions.” The latter is a slam at the United States.

Wang is not only the foreign minister but also serves on the 24-member Chinese Communist Party Politburo

Iraq’s Shafaq newspaper reports that China is more dependent than in the past on Iranian and Russian petroleum exports. About 17% of its oil comes from Iran now. These two countries have cut their prices for China and so have displaced Saudi Arabia and Iraq as the largest oil exporters to China.

China is investing billions in the Iranian economy, especially in the transportation and industrial sectors.

On Monday, Yi had met with his Lebanese counterpart Abdallah Bou Habib (a Christian), and attacked Israel for its invasion of Lebanon, Lebanon’s al-Ghad News reports.

Wang pledged that no matter what changes take place, China will persevere in standing “on the side of justice and on the side of our Arab brothers, including Lebanon.”

Wang added, “We are closely following developments in the regional situation, especially the recent detonation of telecommunications equipment in Lebanon, and we firmly oppose indiscriminate attacks on civilians.”

He expressed the conviction that replying to violence with more violence will just lead to increased humanitarian catastrophes in the region. He called for a permanent ceasefire and a complete withdrawal of forces (including, he seemed to say, the withdrawal of Israeli forces from the occupied Palestinian territories), so that a two-state solution can be practically implemented.

For his part, Pezeshkian addressed the UNGA on Wednesday concerning the Israeli wars on Gaza and Lebanon, saying that the global community must urgently halt the violence and establish a lasting armistice immediately, bringing an end to Israel’s extreme brutality in Lebanon before it incites further chaos in the region and across the globe.

The Iranian president implied that the Israelis are now attacking Lebanon in a bid to cover up their failures in Gaza and the loss of their myth of invincibility. He vowed that the “indiscriminate and terroristic actions of recent days, along with the extensive aggression against Lebanon, which has resulted in the deaths of thousands of innocent individuals, will not go unpunished.”

He implicitly slammed the US for forestalling any international effort to resolve the appalling crisis, while posing as a champion of human rights.

He said that the only solution was to reinstate the Palestinians’ right to self-determination through a referendum in which all Palestinians, including expatriates in the diaspora, could participate. This is a reference to Iran’s long-standing proposal for a one-party state in which both Palestinians and Israelis could vote equally. He concluded, “Only through this approach can Muslims, Jews, and Christians coexist harmoniously in a united land, free from racism and segregation.”

—–

Bonus video added by Informed Comment:

South China Morning Post: “China voices support for Lebanon as Israeli strikes kill hundreds”

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China’s Interests in Africa are being Shaped by the Race for Renewable Energy https://www.juancole.com/2024/09/chinas-interests-renewable.html Sun, 08 Sep 2024 04:02:30 +0000 https://www.juancole.com/?p=220443 By Lauren Johnston, University of Sydney | –

(The Conversation) – China-Africa relations have deepened over the past two decades, characterised by increased economic cooperation, investment and infrastructure development. China is now Africa’s largest trading partner, with partnerships focused on building roads, railways and energy projects.

As the ninth Forum on China–Africa Cooperation (FOCAC) kicks off this week in Beijing, a new, green theme is shaping their relationship: the global renewable energy race.

We asked Lauren Johnston, a development economist with expertise in China-Africa relations, to provide some insights into this development as it positions both regions as key players in the global shift towards green energy.

How is the race for green energy shaping relations between China and Africa?

The global climate crisis has created a push for renewable energy technology – like solar or wind power – which would lessen reliance on polluting energy sources. China saw some years ago it had a chance to lead in such a new industry.

Africa is home to a lot of the important minerals needed to create renewable technologies – like copper, cobalt and lithium, key ingredients in battery manufacture.

The race for green energy is therefore leading to a rush for these minerals in Africa, led by China, the US and Europe.

Chinese mining presence in Africa, which is much lower than western presence, is concentrated in five countries: Guinea, Zambia, South Africa, Zimbabwe, and the Democratic Republic of Congo (DRC).

Among them, the DRC, Zambia and Zimbabwe are the crucible of the new green energy race in Africa. They are home to Africa’s copper belt and the greatest store of lithium, copper and cobalt.

The DRC is particularly important. It has significant reserves of cobalt and high grade copper, as well as lithium. Cobalt is an unusually hard metal with a high melting point and magnetic properties. It is a key ingredient in lithium batteries.

More than 70% of the world’s cobalt is produced in the DRC and 15%-30% of that is produced by artisanal (informal) and small-scale mining.

China is the leading foreign investor – it owns some 72% of the DRC’s active cobalt and copper mines, including the Tenke Fungurume Mine – the world’s fifth largest copper mine and the world’s second largest cobalt mine.

China’s CMOC Group is the world’s leading cobalt mining company. It could produce up to 70,000 tonnes, thanks to the new Kisanfu mine.

In 2019, the DRC and China were responsible for about 70% of global production of cobalt and 60% of rare earths.

Zimbabwe is another country in which China has been investing within the context of the green energy race. Zimbabwe is home to Africa’s largest lithium reserves, a critical element in electric-vehicle battery production. In 2023 Prospect Lithium Zimbabwe, a subsidiary of Chinese company Zhejiang Huayou Cobalt, opened a US$300 million lithium processing plant. It has capacity to process 4.5 million tonnes a year of hard rock lithium into concentrate for export, against a global backdrop of some 200 million tonnes produced annually.


Digital, Midjourney, PS Express, 2024

There are a couple of other developments on the continent that are worth watching.

China is investing in the first mega-scale battery factory on the continent, in Morocco.

Chinese interests also have permission to develop the world’s largest untapped high-grade iron ore deposit, in Guinea. Iron ore, used in steel production, plays a crucial part in the renewable energy sector in several ways – for instance, steel is used in wind turbines and in mounting structures for solar panels. The agreement to exploit the Simandou iron ore deposit involves various countries. China’s steel-making giant Chinalco is among the players. Production is due to begin in early 2026.

As China ramps up investments in these green minerals, what concerns exist for African countries?

China’s growing control over key renewables minerals brings several challenges to African minerals suppliers.

For African countries it generates concerns for development – many want to add value to their minerals endowment at home rather than export raw materials to China and then import manufactures. China has been criticised for abandoning African interests by adding value in China and not in Africa. Many people and industries on the African continent lack access to reliable and affordable energy – and local industry is keen to capture that market.

For instance, according to the International Energy Agency, China controls over 80% of the global manufacturing steps involved in making solar panels. The concentration of production in China, alongside competition, has pushed down global solar panel prices.

China’s solar industry is keen to close Africa’s energy gap, providing sustainable energy to the millions that don’t have access. For instance, at this year’s Forum on China–Africa Cooperation gathering, China is expected to advance its Africa Solar Belt Programme. This is an agenda supported by the World Resources Institute which not only seeks to use solar energy to close Africa’s energy gap, but also to focus on powering schools and healthcare facilities with solar too.

Some countries, like South Africa, are pushing back by imposing tariffs on solar imports to protect their local industries.

There are also fears that the race to renewables, and the approach of Chinese mining-sector firms in Africa, is setting back workers’ conditions. Expansion of mines in some countries has also led to forced evictions and human rights abuses.

What can African countries do differently to take advantage of China’s mineral rush?

There are several steps they can take.

First, they can pay more attention to basic labour standards and human rights.

Second, African firms should aim to learn from their Chinese partners. They can develop the industrial knowledge and understanding of the skills and capabilities needed on the continent, similar to how China learned from Japanese, Taiwanese, Singaporean and western companies in the past.

Third, learn from how other emerging markets manage their relations with China. For instance, with China’s help, Indonesia has taken control of the global nickel market. Indonesia started by banning nickel exports in 2014, aiming to build up its own industries for processing and manufacturing. This plan was supported by Chinese investments.

Lastly, what I call China’s Hunan Model for Africa has a focus on agriculture, mining, transport and construction industries, and on building talent. This includes technical and vocational training.

The more African nations position themselves to take advantage of training programmes from other countries, the better their young people will be prepared to drive industrial growth and economic development in Africa.The Conversation

Lauren Johnston, Associate Professor, China Studies Centre, University of Sydney

This article is republished from The Conversation under a Creative Commons license. Read the original article.

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Over half of new Car sales in China in July were EVs, as America faces threat of Falling Behind https://www.juancole.com/2024/08/america-falling-behind.html Sat, 10 Aug 2024 05:38:18 +0000 https://www.juancole.com/?p=219932 Ann Arbor (Informed Comment) – In July, China reached an unprecedented inflection point for an industrialized society, with more electric cars purchased than internal combustion engine (ICE) vehicles. William Gavin at Quartz points out that 3 years ago, only 7% of cars sold in China were EVs.

Just this year, EV sales are up 37%. These statistics count both pure EVs and plug-in hybrids.

It is true that the Chinese government offers a $2,785 bonus for EV purchases. But that is less than the $7500 federal tax break Americans can receive on some models of EVs because of the Inflation Reduction Act.

The key difference, Gavin argues, is that “China invested at least $230.8 billion to develop its NEV industry between 2009 and 2023,” and $121 billion of that was put in during the past three years. This research and development program allowed the Chinese to make advances in battery technology unmatched by American engineers, which is one reason that Ford wants to partner with a Chinese firm for its planned big battery plant.

America’s capitalist model has so far failed to keep up with China’s demand economy in this sector. Only in the past couple of years has the Biden administration adopted an industrial policy that has any hope of playing catch up.

Anyway,the Chinese are presently eating America’s lunch on the EV front. Their advanced batteries and other technological breakthroughs have allowed Chinese firms to offer EVs at an average price of $34,400, as opposed to the $55,242 average cost of an EV in the US.

In fact, BYD, the biggest EV maker, is planning to offer a $15,000 EV in 2024. The plug-in hybrid version of the new platform is even less expensive, at $11,000. This platform is an ICE-slayer.

BYD is hoping to get an agreement by the end of this year from Mexico on opening a manufacturing plant there. The cars it makes in that country would be eligible under NAFTA for special access to the US market, unless Congress makes a law targeting this one company. The US Big Three automakers are petrified of this plan, since BYD’s inexpensive EVs have great range.

That is, the Chinese advances in green transportation could position that country to dominate the world automobile market and deindustrialize its rivals. For this reason, Europe has slapped high tariffs on Chinese EVs, but Beijing is appealing this move to the World Trade Organization.

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Bonus Video:

Vox Video: “Why China is winning the EV war”

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Blinded to all but the Anglo-Saxon “Five Eyes:” The Bias of US Policy toward Asia https://www.juancole.com/2024/07/blinded-policy-toward.html Fri, 05 Jul 2024 04:02:51 +0000 https://www.juancole.com/?p=219393 ( Tomdispatch.com ) – Wherever he travels globally, President Biden has sought to project the United States as the rejuvenated leader of a broad coalition of democratic nations seeking to defend the “rules-based international order” against encroachments by hostile autocratic powers, especially China, Russia, and North Korea. “We established NATO, the greatest military alliance in the history of the world,” he told veterans of D-Day while at Normandy, France on June 6th. “Today… NATO is more united than ever and even more prepared to keep the peace, deter aggression, defend freedom all around the world.”

In other venues, Biden has repeatedly highlighted Washington’s efforts to incorporate the “Global South” — the developing nations of Africa, Asia, Latin America, and the Middle East — into just such a broad-based U.S.-led coalition. At the recent G7 summit of leading Western powers in southern Italy, for example, he backed measures supposedly designed to engage those countries “in a spirit of equitable and strategic partnership.”

But all of his soaring rhetoric on the subject scarcely conceals an inescapable reality: the United States is more isolated internationally than at any time since the Cold War ended in 1991. It has also increasingly come to rely on a tight-knit group of allies, all of whom are primarily English-speaking and are part of the Anglo-Saxon colonial diaspora. Rarely mentioned in the Western media, the Anglo-Saxonization of American foreign and military policy has become a distinctive — and provocative — feature of the Biden presidency.

America’s Growing Isolation

To get some appreciation for Washington’s isolation in international affairs, just consider the wider world’s reaction to the administration’s stance on the wars in Ukraine and Gaza.

Following Russia’s invasion of Ukraine, Joe Biden sought to portray the conflict there as a heroic struggle between the forces of democracy and the brutal fist of autocracy. But while he was generally successful in rallying the NATO powers behind Kyiv — persuading them to provide arms and training to the beleaguered Ukrainian forces, while reducing their economic links with Russia — he largely failed to win over the Global South or enlist its support in boycotting Russian oil and natural gas.

Despite what should have been a foreboding lesson, Biden returned to the same universalist rhetoric in 2023 (and this year as well) to rally global support for Israel in its drive to extinguish Hamas after that group’s devastating October 7th rampage. But for most non-European leaders, his attempt to portray support for Israel as a noble response proved wholly untenable once that country launched its full-scale invasion of Gaza and the slaughter of Palestinian civilians commenced. For many of them, Biden’s words seemed like sheer hypocrisy given Israel’s history of violating U.N. resolutions concerning the legal rights of Palestinians in the West Bank and its indiscriminate destruction of homes, hospitals, mosques, schools, and aid centers in Gaza. In response to Washington’s continued support for Israel, many leaders of the Global South have voted against the United States on Gaza-related measures at the U.N. or, in the case of South Africa, have brought suit against Israel at the World Court for perceived violations of the 1948 Genocide Convention.

In the face of such adversity, the White House has worked tirelessly to bolster its existing alliances, while trying to establish new ones wherever possible. Pity poor Secretary of State Antony Blinken, who has made seemingly endless trips to Asia, Africa, Europe, Latin America, and the Middle East trying to drum up support for Washington’s positions — with consistently meager results.

Here, then, is the reality of this anything but all-American moment: as a global power, the United States possesses a diminishing number of close, reliable allies – most of which are members of NATO, or countries that rely on the United States for nuclear protection (Japan and South Korea), or are primarily English-speaking (Australia and New Zealand). And when you come right down to it, the only countries the U.S. really trusts are the “Five Eyes.”

For Their Eyes Only

The “Five Eyes” (FVEY) is an elite club of five English-speaking countries — Australia, Canada, New Zealand, the United Kingdom, and the United States — that have agreed to cooperate in intelligence matters and share top-secret information. They all became parties to what was at first the bilateral UKUSA Agreement, a 1946 treaty for secret cooperation between the two countries in what’s called “signals intelligence” — data collected by electronic means, including by tapping phone lines or listening in on satellite communications. (The agreement was later amended to include the other three nations.) Almost all of the Five Eyes’ activities are conducted in secret, and its existence was not even disclosed until 2010. You might say that it constitutes the most secretive, powerful club of nations on the planet.

The origins of the Five Eyes can be traced back to World War II, when American and British codebreakers, including famed computer theorist Alan Turing, secretly convened at Bletchley Park, the British codebreaking establishment, to share intelligence gleaned from solving the German “Enigma” code and the Japanese “Purple” code. At first an informal arrangement, the secretive relationship was formalized in the British-US Communication Intelligence Agreement of 1943 and, after the war ended, in the UKUSA Agreement of 1946. That arrangement allowed for the exchange of signals intelligence between the National Security Agency (NSA) and its British equivalent, the Government Communications Headquarters (GCHQ) — an arrangement that persists to this day and undergirds what has come to be known as the “special relationship” between the two countries.

Then, in 1955, at the height of the Cold War, that intelligence-sharing agreement was expanded to include those other three English-speaking countries, Australia, Canada, and New Zealand. For secret information exchange, the classification “AUS/CAN/NZ/UK/US EYES ONLY” was then affixed to all the documents they shared, and from that came the “Five Eyes” label. France, Germany, Japan, and a few other countries have since sought entrance to that exclusive club, but without success.

Although largely a Cold War artifact, the Five Eyes intelligence network continued operating right into the era after the Soviet Union collapsed, spying on militant Islamic groups and government leaders in the Middle East, while eavesdropping on Chinese business, diplomatic, and military activities in Asia and elsewhere. According to former NSA contractor Edward Snowden, such efforts were conducted under specialized top-secret programs like Echelon, a system for collecting business and government data from satellite communications, and PRISM, an NSA program to collect data transmitted via the Internet.

As part of that Five Eyes endeavor, the U.S., the United Kingdom, and Australia jointly maintain a controversial, highly secret intelligence-gathering facility at Pine Gap, Australia, near the small city of Alice Springs. Known as the Joint Defence Facility Pine Gap (JDFPG), it’s largely run by the NSA, CIA, GCHQ, and the Australian Security Intelligence Organization. Its main purpose, according to Edward Snowden and other whistle-blowers, is to eavesdrop on radio, telephone, and internet communications in Asia and the Middle East and share that information with the intelligence and military arms of the Five Eyes. Since the Israeli invasion of Gaza was launched, it is also said to be gathering intelligence on Palestinian forces in Gaza and sharing that information with the Israeli Defense Forces. This, in turn, prompted a rare set of protests at the remote base when, in late 2023, dozens of pro-Palestinian activists sought to block the facility’s entry road.

From all accounts, in other words, the Five Eyes collaboration remains as robust as ever. As if to signal that fact, FBI director Christopher Wray offered a rare acknowledgement of its ongoing existence in October 2023 when he invited his counterparts from the FVEY countries to join him at the first Emerging Technology and Securing Innovation Security Summit in Palo Alto, California, a gathering of business and government officials committed to progress in artificial intelligence (AI) and cybersecurity. Going public, moreover, was a way of normalizing the Five Eyes partnership and highlighting its enduring significance.

Anglo-Saxon Solidarity in Asia

The Biden administration’s preference for relying on Anglophone countries in promoting its strategic objectives has been especially striking in the Asia-Pacific region. The White House has been clear that its primary goal in Asia is to construct a network of U.S.-friendly states committed to the containment of China’s rise. This was spelled out, for example, in the administration’s Indo-Pacific Strategy of the United States of 2022. Citing China’s muscle-flexing in Asia, it called for a common effort to resist that country’s “bullying of neighbors in the East and South China” and so protect the freedom of commerce. “A free and open Indo-Pacific can only be achieved if we build collective capacity for a new age,” the document stated. “We will pursue this through a latticework of strong and mutually reinforcing coalitions.”

That “latticework,” it indicated, would extend to all American allies and partners in the region, including Australia, Japan, New Zealand, the Philippines, and South Korea, as well as friendly European parties (especially Great Britain and France). Anyone willing to help contain China, the mantra seems to go, is welcome to join that U.S.-led coalition. But if you look closely, the renewed prominence of Anglo-Saxon solidarity becomes ever more evident.

Of all the military agreements signed by the Biden administration with America’s Pacific allies, none is considered more important in Washington than AUKUS, a strategic partnership agreement between Australia, the United Kingdom, and the United States. Announced by the three member states on Sept. 15, 2021, it contains two “pillars,” or areas of cooperation — the first focused on submarine technology and the second on AI, autonomous weapons, as well as other advanced technologies. As in the FVEY arrangement, both pillars involve high-level exchanges of classified data, but also include a striking degree of military and technological cooperation. And note the obvious: there is no equivalent U.S. agreement with any non-English-speaking country in Asia.

Consider, for instance, the Pillar I submarine arrangement. As the deal now stands, Australia will gradually retire its fleet of six diesel-powered submarines and purchase three to five top-of-the-line U.S.-made Los Angeles-class nuclear-powered submarines (SSNs), while it works with the United Kingdom to develop a whole new class of subs, the SSN-AUKUS, to be powered by an American-designed nuclear propulsion system. But — get this — to join, the Australians first had to scrap a $90 billion submarine deal with a French defense firm, causing a severe breach in the Franco-Australian relationship and demonstrating, once again, that Anglo-Saxon solidarity supersedes all other relationships.

Now, with the French out of the picture, the U.S. and Australia are proceeding with plans to build those Los Angeles-class SSNs — a multibillion-dollar venture that will require Australian naval officers to study nuclear propulsion in the United States. When the subs are finally launched (possibly in the early 2030s), American submariners will sail with the Australians to help them gain experience with such systems. Meanwhile, American military contractors will be working with Australia and the UK designing and constructing a next-generation sub, the SSN-AUKUS, that’s supposed to be ready in the 2040s. The three AUKUS partners will also establish a joint submarine base near Perth in Western Australia.

Pillar II of AUKUS has received far less media attention but is no less important. It calls for American, British, Australian scientific and technical cooperation in advanced technologies, including AI, robotics, and hypersonics, aimed at enhancing the future military capabilities of all three, including through the development of robot submarines that could be used to spy on or attack Chinese ships and subs.

Aside from the extraordinary degree of cooperation on sensitive military technologies — far greater than the U.S. has with any other countries — the three-way partnership also represents a significant threat to China. The substitution of nuclear-powered subs for diesel-powered ones in Australia’s fleet and the establishment of a joint submarine base at Perth will enable the three AUKUS partners to conduct significantly longer undersea patrols in the Pacific and, were a war to break out, attack Chinese ships, ports, and submarines across the region. I’m sure you won’t be surprised to learn that the Chinese have repeatedly denounced the arrangement, which represents a potentially mortal threat to them.

Unintended Consequences

It’s hardly a surprise that the Biden administration, facing growing hostility and isolation in the global arena, has chosen to bolster its ties further with other Anglophone countries rather than make the policy changes needed to improve relations with the rest of the world. The administration knows exactly what it would have to do to begin to achieve that objective: discontinue arms deliveries to Israel until the fighting stops in Gaza; help reduce the burdensome debt load of so many developing nations; and promote food, water security, and other life-enhancing measures in the Global South. Yet, despite promises to take just such steps, President Biden and his top foreign policy officials have focused on other priorities — the encirclement of China above all else — while the inclination to lean on Anglo-Saxon solidarity has only grown.

However, by reserving Washington’s warmest embraces for its anglophone allies, the administration has actually been creating fresh threats to U.S. security. Many countries in contested zones on the emerging geopolitical chessboard, especially in Africa, the Middle East, and Southeast Asia, were once under British colonial rule and so anything resembling a potential Washington-London neocolonial restoration is bound to prove infuriating to them. Add to that the inevitable propaganda from China, Iran, and Russia about a developing Anglo-Saxon imperial nexus and you have an obvious recipe for widespread global discontent.

It’s undoubtedly convenient to use the same language when sharing secrets with your closest allies, but that should hardly be the deciding factor in shaping this nation’s foreign policy. If the United States is to prosper in an increasingly diverse, multicultural world, it will have learn to think and act in a far more multicultural fashion — and that should include eliminating any vestiges of an exclusive Anglo-Saxon global power alliance.

Via Tomdispatch.com

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Why are U.S. Sanctions against Iran’s Oil Exports Ineffective? https://www.juancole.com/2024/05/sanctions-against-ineffective.html Mon, 06 May 2024 04:02:03 +0000 https://www.juancole.com/?p=218418 By Kian Sharifi

( RFE/RL ) – Iran is one of the most sanctioned countries in the world. But restrictions imposed by the United States have largely failed to stymie Iran’s oil exports, the backbone of its flailing economy.

U.S. sanctions have cut off Iran from most of its traditional customers, forcing Tehran to find new buyers and sell its oil at discounted prices.

But China’s willingness to buy record amounts of Iranian oil, Tehran’s mastery of sanctions-evading tactics, and Washington’s reluctance to strictly enforce sanctions have made U.S. measures against Iran’s energy exports ineffective, analysts say.

‘Dark’ Fleet Of Tankers

The lifting of U.S. sanctions as part of the 2015 nuclear deal with world powers allowed Iran to sell its oil to customers in Europe and East Asia. Oil exports reached a peak in 2018.

But exports plummeted after then-President Donald Trump reneged on the nuclear agreement later that year.

Iran has boosted its sales in recent years by circumventing sanctions, including using its “dark fleet” of tankers to illegally transport oil shipments to China.

The tactic involves ship-to-ship operations to offload the oil, middlemen, hidden money transfers, and rebranding the oil to mask its Iranian origin and make it appear to come from a third country.

“Iran is continuously developing and expanding not just the network of middlemen and trading companies involved in the sale of its oil, but also its own fleet of tankers that it predominantly uses to move its crude,” said Nader Itayim, the Middle East editor at the U.K.-based Argus Media.

Chinese Appetite

Growing demand for Iranian oil in China has been key to the surge in Iran’s oil sales.

Ship tracking data collected by Argus shows Iran’s oil exports currently hovering at 1.5 million barrels per day, with around 85 to 90 percent going to China.

Tehran gives China a steep discount to take its banned oil, taking up to 15 percent off the price of each barrel to make it worthwhile for Beijing to take on the liability of skirting sanctions.

Al Jazeera English Video: “Latest round of sanctions against Iran unlikely to make major impact”

The discounts have raised questions about the long-term profitability of Iran’s business with China. But experts said that Tehran still stands to gain.

“Even at heavy discounts, selling Iranian oil is extremely profitable and sustainable,” said Steve Hanke, a professor of applied economics at Johns Hopkins University. “That’s because the marginal cost of production in Iran is roughly $15 or less per barrel.”

Gregory Brew, an Iran and energy analyst at the U.S.-based Eurasia Group, says U.S. sanctions were once effective at blocking oil exports to China, but that is no longer the case.

“China’s rising stature as a new global power lends it greater freedom to defy U.S. sanctions,” Brew said.

Reluctance To Enforce Sanctions

Some analysts said Washington has been reluctant to strictly enforce sanctions, while others maintain that sanctions in general have failed.

Resources are required to enforce restrictions while new sectors would need to be sanctioned to keep up the pressure, according to Itayim of Argus Media.

“Otherwise, the target finds ways to evade the sanctions, while at the same time the buyer becomes more complacent as it sees enforcement waning. In the case of Iran and China, I think we have seen a bit of both,” Itayim said.

Analysts also argue that Washington is reluctant to strictly enforce sanctions due to the risks associated with forcing Iranian oil off the world market.

“Apart from the impact such action would have on the price of oil, which carries political and economic importance to [U.S. President Joe] Biden in an election year, aggressive enforcement would provoke both Iran and China, at a time when the United States is trying to manage escalatory risk both in the Middle East and East Asia,” Brew said.

The lax enforcement of oil sanctions also extends to Venezuela and Russia, Itayim says, noting that it “has been key to keeping a lid” on oil prices.

U.S. Congress last month passed a security package that included the Iran-China Energy Sanctions Act, giving the government the authority to further restrict Iran’s oil exports.

But experts are not convinced that more sanctions will have an impact.

Hanke said any new measures “will join the long list of failed Western sanctions” on the Islamic republic.

“Sanctions are always subject to workarounds that render the enforcement of sanctions futile,” he added.

Via RFE/RL

Copyright (c)2024 RFE/RL, Inc. Used with the permission of Radio Free Europe/Radio Liberty ]]>