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Diplomacy
japan, australia, usa and india friendship against china, Quad plus countries flags Quad plus countries flags over china flag, Quad plus countries, Quadrilateral Security Dialogue

The strategic adjustments of china, india,and the us in the indo-pacific geopolitical context

by Nguyen Tuan Binh , Tran Xuan Hiep , Nguyen Dinh Co

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском Abstract: Since the beginning of the XXI century, the Indo-Pacific region has become the “focus” of strategic competition between the world‟s great powers. This area included many “choke points” on sea routes that are strategically important for the development of international trade, playing an important role in transporting oil, gas, and goods around the world from the Middle East to Australia and East Asia. The article analysed the geostrategic position of the Indo-Pacific region and the strategic adjustments in foreign affairs of some major powers in this region, specifically the US, China, and India. To achieve this goal, the authors used research methods in international relations to analyse the main issues of the study. In addition to reviewing previous scholarly research and reviews, the authors used a comparative approach to assess the interactions between theory and data. The authors believed that these data are important for accurately assessing the strategic importance of the Indo-Pacific region, and this area was an important trigger for the US, China, and India to make adjustments to its foreign policy. If the US proposed a strategy called “Free and Open Indo-Pacific” (FOIP), India‟s strategy was called the Indo-Pacific Initiative. China‟s Indo-Pacific strategy was clearly expressed through the “String of Pearls” strategy and the “Belt and Road Initiative” (BRI). As a result, in the geopolitical context of the Indo-Pacific region, the competition between major powers (the US, China, India...) is also becoming fiercer and more complex. It has a significant impact on other countries in the region. INTRODUCTION Nowadays, the conception of geopolitics has not received a consensus among generations of scholars, and it tends to increase complexity in the international context after the Cold War and create different schools in the study of political science and international relations. This diversity reflects the interplay between the development of theory and the development of international political status and shows the diverse nature of international politics and international political studies. Hans J. Morgenthau, a typical realist theorist (1948), said, “International politics, like every other kind of politics, is a power struggle. Whatever the ultimate aims of international politics, power is always the immediate aim” (p. 13). In geopolitics, this relationship is expanded into a highly complex tripartite relationship between three factors: geography - power - politics. The Britannica Dictionary defines geopolitics as “the analysis of the influence of geography on power relationships in international relations” (Deudney 2013). Geopolitics can be understood as a dialectical next step of the relationship between geography and power. Geography does not fully determine how a power interaction happens, but geography significantly affects any political analysis. It is one of the sources of hard power, but sometimes, it is the leading cause of disputes between powerful actors. Ultimately, increasing ownership of geographical factors will increase power/hard power. This is the last and perhaps the most significant factor enabling an international political actor to prevail in imposing their political will on one or more other political actors. In past centuries, powerful Western countries consistently sought methods to expand their colonies and garrisons, aiming to control major transportation routes worldwide and exploit natural and human resources in their areas of influence or occupation. Their objective was either to maintain hegemony on a global or regional scale or to challenge and contest existing hegemony. This approach is commonly used to explain peace, conflict, competition, and development through a geopolitical lens. Traditional German geopolitics, the birthplace of modern geopolitics, which rose during World War I and flourished under the Third Reich, was influenced by geographical determinism, especially theories that occurred in the mid-twentieth century. The German school believes that geopolitics is the study of space from the state‟s point of view. Specifically, Karl Haushofer asserted that “Geopolitics is the new national science of the state (...) a doctrine on the spatial determinism of all political processes, based on the broad foundations of geography, especially of political geography” (Cohen 2015, 15). In this way, geographical factors are believed to be objective actors that are relatively fixed in nature; the effects of geographical factors on the political policies of a country are considered intuitively cognizable through deductive methods, and their consequences to power interactions in a relevant region can be predicted accurately with the same method of thinking. However, it is more complex and ambiguous due to the diverse coexistence of geographical and non-geographical variables. In the early XXI century, one way to understand shaping theory was not to study geography or politics but from politics to geography or a bidirectional way between two factors. Saul Bernard Cohen‟s point of view is one of the most common conceptions of the impact of geography on politics. Cohen (2003): “Geopolitics is the analysis of the interaction between, on the one hand, geographical settings and perspectives and, on the other hand, political processes. (…) Both geographical settings and political processes are dynamic, and each influence and is influenced by the other. Geopolitics addresses the consequences of this interaction” (Cohen 2015, 16). The point of view of Yves Lacoste (French geographer) represents the opposite. He noted that: The term „geopolitics‟ is understood in a variety of ways. It refers to all things that involve the competition for power or influence over territories and the people living there, the competition between all types of political powers, which is not only countries but also political movements or secret armed groups, the competition for controlling or dominating large or small territories (Lacoste 2012, 28). We ignore the extension of the political interaction entities, and this definition shows that “competition” between political entities plays a leading role in this idea of geopolitics. There are two points we need to expand from this conception of geopolitics. The first is the purpose of the disputes, though often the manifest purpose rather than the latent purpose is to own natural and human sources. The second is competition between political entities, which is organic interaction, like what Foucault recognizes as power. These traditional ways of studying were challenged by the School of critical geopolitics, which occurred and developed at the beginning of the XXI century. the XXI century. According to critical geopolitics, which comes from the social structuralism approach, when experts in state administration create ideas about geographical locations, these ideas influence and underpin their political behaviour and policy choices. And these ideas affect how people process their concepts of place and politics. This tendency has led researchers to focus on analyzing geographical discourses to identify underlying assumptions about power. This aims to break the major concepts of international politics (Flint 2006; Toal 2006). The conceptual awareness of critical geopolitics has been abandoned (Fouberg et al. 2012, 535). In this article, we maintain a unified concept of terminology. Concepts that begin with the prefix “geo” are usually theories of behaviour or policies (military, economic, politics, etc.) of one or more states through geographical, natural, or humanistic aspects rather than focusing on the influence of geographical variables only. Prefix concepts (“geo”, short for geography) should be in the politics/political science sub-disciplines rather than in geography. THE GEOPOLITICAL IMPORTANCE OF THE INDO-PACIFIC REGION The Indo-Pacific region is situated along the coasts of the Indian Ocean and the Western Pacific Ocean, with seas connecting these two vast bodies of water. The Indo-Pacific region is home to more than half of the world‟s population and has abundant resources and strategically significant international sea lanes. It is one of the most dynamic economic regions, fostering cooperation and growth between developed and developing economies. Interestingly, the term “Indo-Pacific” is not novel but instead borrowed from the field of geo-biology, where it denotes tropical waters stretching from the western coast of the Indian Ocean to the Western Pacific Ocean. The term “Indo-Pacific” with a geopolitical connotation was first mentioned by Gurpreet S. Khurana, Director of the National Maritime Foundation in New Delhi (India). In the article “Security of Sea Lines: Prospects for India-Japan Cooperation”, published in Strategic Analysis in 2007, G. S. Khurana defined the Indo-Pacific as a maritime space connecting the Indian Ocean with the Western Pacific Ocean, bordering all countries in Asia (including West Asia, Middle East) and East Africa (Khurana 2007, 150). He argued that India and Japan‟s common and core interests in the maritime domain would be complex to secure if the Indian and Pacific oceans were divided in strategic perception. Thus, the term “Indo-Pacific” was born as a new regional strategic vision. Japanese Prime Minister Shinzo Abe, in his address to the Indian Parliament in 2007, restored an ancient geographical view of Asia called “The Confluence of the Two Seas” (Chandra and Ghoshal 2018, 34), considering it a “dynamic coupling as seas of freedom and of prosperity” (Ministry of Foreign Affairs of Japan 2007) in Asia, set the target of linking the Pacific Ocean with the Indian Ocean to become the “Indo-Pacific” region, replacing the term of “Asia-Pacific”. The “Indo-Pacific” concept is supposed to be a geopolitical concept associated with countries inside and outside the geographical boundaries of the Asia-Pacific. Since 2010, this concept has become increasingly prevailing in strategic and geopolitical discourse and is employed by policymakers, experts, and scholars worldwide. Besides the geographical reference to the connection between the Pacific Ocean and the Indian Ocean, the concept also has strategic and geopolitical significance, reflecting strategic changes, particularly in maritime security. Regarding geographical space, the “Indo-Pacific” term is a connecting space between the Indian Ocean and the Pacific Ocean, which combines these two oceans into a singular regional construct (Berkofsky and Miracola 2019, 13). This region mainly stretches from the east coast of Africa to the west coast of the US. Indo-Pacific is located along the Indian Ocean and the Western Pacific Ocean, with the seas connecting these two oceans, including Northeast Asian, Southeast Asian, and South Asian countries, as well as many Middle East and African countries. Regarding the roles, functions, connectivity, and interdependence of the two oceans, the Indo-Pacific has a diversity of ethnicities, religions, cultures, languages, and politics. This region has rich resources and important sea lanes, has the three largest economies in the world (the US, China, and Japan), is one of the most dynamic regions in terms of economy, and can support and promote each other between developed and developing economies. The Indo-Pacific has 9/10 busiest seaports in the world. About 60% of the world‟s maritime trade passes through this region, of which a third passes through the South China Sea (The US Department of Defense 2019). In addition, the sea route in the Indian Ocean is vital for transporting oil, gas, and goods worldwide, from the Middle East to Australia and East Asia. This is also a famously unstable sea with piracy and terrorism. Therefore, ensuring security for the lifeline of the world economy has received special attention from many countries. Almost 90 percent of global trade and 2/3 of hydrocarbons have been transported across oceans, most concentrated in the Indian and Pacific Oceans. The Indian Ocean, in particular, carries over half of all global container shipping capacity and accounts for around 70% of all transshipment hydrocarbons. The Indian Ocean is one of the busiest international maritime trade channels, accounting for 1/9 of global seaports and 1/5 of the world‟s import and export cargo (Zhu 2018, 4). Every year, more than 100,000 ships pass through the Indian Ocean, including 2/3 of the oil tankers, 1/3 of the large cargo ships, and 1/2 of the container ships in the world (Kumar and Hussain 2016, 151). Strategically, the Indo-Pacific is viewed as a seamless structure connected by the strait of Malacca, the leading trade route connecting the two oceans. Two rationales explain the Indo-Pacific‟s strategic potential: Firstly, China‟s footprint throughout this region; secondly, the relative weakening of the US alliance system and its attempt to revive it (Das 2019). With topographical tectonics, the Indo-Pacific is also an area that holds the world‟s most important sea lanes and is home to strategic “choke points” of the world - the Suez Canal, Bab-el-Mandeb and the Strait of Hormuz to the northwest, the Mozambique Channel to the southwest and the Strait of Malacca (the strategic connection point between the Indian Ocean and the Pacific Ocean), the Sunda Strait, and the Lombok Strait in the southeast and the Cape of Good Hope. In particular, the Strait of Hormuz accounts for 40% of global crude oil shipments. Between Singapore, Indonesia, and Malaysia, the Strait of Malacca holds half the world‟s merchant shipping tonnage (Kaplan 2010, 7). In the context of increasing tensions in the South China Sea, the strategic location of the Strait of Malacca has become the focus of attention of countries whose economies are heavily dependent on this nasopharyngeal shipping route. Currently, the amount of oil transported through this strait is three times higher than the Suez Canal and 15 times larger than the Panama Canal (Tan 2011, 93). It can be said that the Indo-Pacific region has the most critical position for international maritime trade and the intersection of the political and economic strategic interests of many powerful countries. This region plays an increasingly important role in the XXI century, becoming the focus and center of world power. However, the Indo-Pacific is witnessing geopolitical competition and competition of interests among major powers. The US, China, India, Japan, and Australia have all made strategic adjustments to increase their influence and protect their interests in this region. The XXI century is considered “the century of seas and oceans” and is accompanied by fierce competition among world powers to gain strategic interests in the seas. In the past, nations primarily focused on competition for military objectives, geostrategic bases, and maritime traffic routes. However, in contemporary times, countries worldwide have shifted their focus towards competing for economic advantages and marine resources. The advancement of military capabilities and endeavours to vie for resources at sea increasingly indicate a trend toward leveraging maritime control to influence continental affairs. The “sea power” theory of US foremost thinker on naval warfare and maritime strategy - Alfred T. Mahan, has generated a premise for nations promoting sea power: “Control of the sea, by maritime commerce and naval supremacy, means predominant influence in the world; because however great the wealth product of the land, nothing facilitates the necessary exchanges as does the sea” (Mahan 1897, 124). Maritime security in the Indo-Pacific region has therefore become a “hot” focus in the maritime foreign policy agenda of powers. For the time being, the Indo-Pacific region is by and large peaceful and secure; however, it is confronted with some maritime security challenges: Firstly, regarding maritime disputes, there are about 40 maritime disputes between countries in the region, which could be disputes over territorial sovereignty or sovereign rights over the waters. Many disputes, including those in the East China Sea, South China Sea, Indian Ocean, or Senkaku/Diaoyu Islands, are viewed as potential flashpoints for a Sino-US war or even a Third World War (Echle et al. 2020, 126). While direct armed conflicts have yet to erupt in these areas, they serve as the underlying cause of the region‟s escalating security challenges. These conflicts stem primarily from the diverse security needs of numerous countries in the region. Moreover, given their strategic significance, these areas represent complex issues in Indo-Pacific maritime security, highlighting the intricate nature of the disputes. Secondly, piracy and armed robbery have driven the Strait of Malacca, the South China Sea, and the Indian Ocean to the top of the list of the most dangerous waters. In 2018, the number of piracy and robbery cases in these areas was 8, 57, and 25, respectively, placing them second only to West Africa, which had 81 cases (International Maritime Organization, 2019, 2). While the number of piracy cases in the South China Sea and Indian Ocean decreased to 34 and 10, piracy cases in Malacca Strait increased to 45 in 2019 (International Maritime Organization 2020, 2). Another notable transnational maritime security issue in the Indo-Pacific is piracy off the coast of Somalia, which affects the waters of the Gulf of Aden, the Arabian Sea, and the Western Indian Ocean (Elleman et al. 2010, 210). In response to this threat, the United Nations Security Council has passed Resolution 1816, which states that cooperating countries may enter Somali territorial waters and use all necessary means to combat piracy and armed robbery (Klein 2011, 280). Thirdly, alongside piracy, the Indo-Pacific region serves as a focal point for terrorist organizations such as Al-Qaeda and Al-Shabab. Following the 11 September terrorist attacks (commonly known as 9/11), countries including Singapore, Malaysia, the United Kingdom, New Zealand, and Australia have consistently coordinated their naval forces to combat terrorism in the Strait of Malacca, safeguarding oil tankers traversing the area. Additionally, new maritime security risks are emerging, particularly in the Indo-Pacific region, as terrorists exploit the Malay Archipelago as a sanctuary to identify vulnerable targets in the region and collaborate with extremists, Islamic insurgents, or members of organized crime networks. This fear has become much more real since the 2002 Bali bombings (Tan 2011, 91). Furthermore, terrorist organizations like Al-Qaeda, Abu Sayyaf, and Jemaah Islamiyah have extended maritime terrorism into Southeast Asia, affecting the broader region. The bombing of Super Ferry 14 in the Philippines in 2004 stands as the deadliest maritime terrorist attack globally to date, claiming the lives of 116 individuals (Safety4Sea 2019). Lastly, drug trafficking and human trafficking are frequent transnational concerns in the Indo-Pacific. Many multinational organized criminal groups rely heavily on drug trafficking by water for a significant portion of their revenue. Drugs produced in Afghanistan, India, and Indonesia are transported by sea to other countries via illegal markets. The manufacture and transport of drugs are rising in the Indo-Pacific region, and criminal groups are exploiting the Malacca Strait as their primary distribution route to Southeast Asia countries (Zulkifli et al. 2020, 19). Moreover, the human trafficking issue remains unresolved as the coast guard, or the security department of port and ship facilities cannot predict the consequences. Furthermore, one of the threats to maritime security in the Indo-Pacific region is arms trafficking. Most of the arms trade was carried by criminal organizations by sea in containers from southern Thailand to Aceh, Bangladesh, India, and Sri Lanka via the Malacca Strait and the Andaman Sea (Zulkifli et al. 2020, 19). The increase in arms trade is a significant contributor to the rise in maritime crime, particularly in Southeast Asia and the broader Indo-Pacific region. Consequently, territorial and maritime sovereignty disputes, coupled with the intricate linkages between transnational crime, piracy, and terrorism, have heightened the complexity of security threats in the marine domain. These developments strongly influence the adaptation of foreign strategies by several major powers, including China, India, and the United States. THE STRATEGIC ADJUSTMENTS OF SOME MAJOR POWERFUL COUNTRIES FOR THE INDO-PACIFIC REGION The Indo-Pacific region, with nearly half of the Earth‟s population, is at the center of the world‟s political and economic strategic interests. Currently, being rich in resources, many “throat” sea routes, and most dynamic economic and trade activities, this region plays an increasingly important role in the XXI century and beyond. However, the Indo-Pacific has been experiencing intense geopolitical competition, increasing pressure on trade and supply chains, and tensions in the technology, political, and security sectors. Great powers such as the US, China, India, Japan, and Australia have all made strategic adjustments to increase their influence and protect their interests in this region. United States of America Although not the first country to propose the Indo-Pacific concept, the US pioneered executing and implementing the Free and Open Indo-Pacific (FOIP) strategy. In recent years, the power has responded to global geopolitical changes by developing an Indo-Pacific strategy that seeks to rebalance the US to Asia as a counterweight to China‟s rise, developing alliances and partnerships to strengthen the Washington authority‟s interests over a large area stretching from the west coast of India to the west coast of the country. The US first coined the term “Indo-Pacific” through Secretary of State Hillary Clinton‟s official speech in Honolulu in October 2010. In 2017, following his inauguration, President Donald Trump intensified the term “Indo-Pacific” in official policy discourse (Turner and Parmar 2020, 229). In early June 2019, the US Department of Defense officially announced the Indo-Pacific Strategy Report for the first time. This strategy aims to enhance the US‟s bilateral alliances and multilateral cooperation mechanisms across economic, security, and maritime domains, establishing a comprehensive network spanning South, Southeast, and Northeast Asia. Subsequently, in November 2019, the US Department of State released a Progress Report detailing the implementation of the Indo-Pacific strategy. These developments underscore the significance of US engagement in the Indo-Pacific region as a top priority in President Donald Trump‟s foreign policy agenda. President Donald Trump chose the Indo-Pacific to underscore India‟s historical and contemporary significance in the region while affirming US interests and those of other countries. During a press conference in early April 2018, Deputy Assistant Secretary of State Alex N. Wong elaborated on the concept, offering insights into how the Trump administration defines “freedom” and “openness”. According to Wong, “freedom” in the strategy primarily emphasizes international freedom, aiming for countries in the Indo-Pacific region to pursue their paths without coercion. At the national level, the US seeks to foster societies in the region that gradually embrace freedom, characterized by good governance, protection of fundamental rights, transparency, and anti-corruption measures. On the other hand, “openness” is primarily focused on expanding sea and air traffic. Maritime traffic is crucial to the region‟s vitality, as approximately 50% of international trade traverses the Indo-Pacific, mainly through the East Sea. Therefore, expanding sea and air routes in the Indo-Pacific is increasingly vital and significant on a global scale (Le 2018). The US‟s “Vision for a Free and Open Indo-Pacific” was born for two primary reasons. Firstly, it stems from the internal factors of the US that are associated with the vital nature of national security and the role of the US in the world. As an area adjacent to many oceans, gateways, and throats connecting the US with the world, the Indo-Pacific has always been considered by the US to be a critical geostrategic area, directly affecting national security and the world leadership role of America. Implementing the FOIP strategy is a way for the US to protect national interests, ensure the freedom and security of maritime traffic, maintain the balance of forces, and promote diplomatic activities and society-culture exchanges in the area. Second, stemming from the regional security situation, China‟s rise along with construction and militarization in the East Sea are seen as threatening the free flow of trade, threatening to narrow the sovereignty of countries, and reducing stability and security in the region. Not only that, but China‟s BRI is also challenging the US‟s leadership role in the Indo-Pacific region - where there is no multilateral mechanism on security, mainly based on bilateral agreements and arrangements, such as the US-Japan Security Treaty, the US-South Korea bilateral defense treaty (Pham and Vu 2020, 103-104). The US‟s Free and Open Indo-Pacific strategy is constructed upon three fundamental pillars: security, economy, and governance. The objectives of this strategy are multifaceted. Firstly, it aims to sustain long-term US leadership within the Indo-Pacific region and globally, particularly in light of China (and Russia) being explicitly identified by the US as America‟s primary strategic competitors in the National Security Strategy of 2017 and the National Defense Strategy of 2018. Secondly, the strategy promotes free, fair, and reciprocal trade. The US opposes trade deficits and unfair trade practices by other nations, instead demanding equal and responsible behaviour from its trading partners. Thirdly, it aims to uphold open sea and airspace within the region. Fourthly, it effectively addresses traditional and non-traditional security challenges, including North Korea‟s nuclear program. Lastly, the strategy strives to ensure adherence to the rule of law and the protection of individual rights (The US Department of Defense 2019). The US‟s Free and Open Indo-Pacific strategy focuses on ensuring the country‟s interests, focusing on the “4P” formula in a clear order of priority: prosperity, peace, power through the deployment of American power, and finally, influence through American values and principles – Principles (Nguyen 2021a, 49). US‟s Indo-Pacific Strategy is expected that the vital sea lanes of the Indo-Pacific will “create the foundation for the global trade and prosperity” (The US Department of Defense 2019). Therefore, the US strives to promote a Free and Open Indo-Pacific by promoting economic, governance, and security linkages. The core goal of the US‟s Indo-Pacific strategy is to build an alliance axis, Quadrilateral Security Dialogue1 (QUAD) (including the US, Japan, Australia, and India) to curb and prevent China‟s rise in the region, gain dominance, and control the entire region, thereby continuing to maintain the economic interests, political power, military and diplomatic power of the US (Pham and Vu 2020, 103). This is one of the main pillars that help to realize this connectivity strategy between the two oceans. The QUAD aims to foster the sharing of common interests, values, and perceptions of security threats among the four member countries. This collaboration aims to establish a balanced power dynamic that upholds a “rules-based” order in the Indo-Pacific region. On 12 March 2021, the QUAD officially convened online to reaffirm its primary maritime security mission. The overarching objective is to counteract China‟s growing regional and global influence (The White House 2021a). Besides QUAD, on 15 September 2021, the US, UK, and Australia officially announced establishing a tripartite security partnership in the Indo-Pacific region (AUKUS). The first step can confirm that AUKUS is a new structure prone to “triangle” security in the Indian Ocean. The Pacific Ocean space aims to protect and maintain the shared interests of the parties in this region. A joint statement by US President Joe Biden, Australian Prime Minister Scott Morrison, and British Prime Minister Boris Johnson affirmed the partnership in AUKUS “guided by the enduring ideals and shared commitment to the international rules-based order” (The White House 2021b). This alliance aims to “help sustain peace and stability in the Indo-Pacific region” (The White House 2021b). [1] The Quadrilateral Security Dialogue (QUAD) was established in 2007 with four member countries: the US, Australia, Japan, and India. Its primary objective was to establish a trans-Pacific economic mechanism, potentially serving as the nucleus of the Asia-Pacific Economic Forum (APEC). After a 10-year hiatus, the QUAD group officially resumed the four-way dialogue in 2017, elevating it to a dialogue of foreign ministers. This resurgence occurred amidst heightened tensions between the US and China across various fronts, with Beijing's assertive behaviour posing security concerns for Japan, India, and Australia (Buchan and Rimland 2020, 3; Brunnstrom 2017). Therefore, the US‟s efforts to promote strategic cooperation, enhance engagement across economic, political, and security domains, and forge partnerships and alliances with regional countries reflect its ambitions in the Indo-Pacific. The Free and Open strategy serves as an extension of the “America First” policy, gradually bolstering the role and preserving the influence of the US in the region. China As a major power in Asia and globally, China inevitably focuses on strategically significant regions like the Indo-Pacific. Since the Cold War, particularly in the first two decades of the XXI century, China‟s ascendance has profoundly impacted global development, reshaping power distribution worldwide. This perspective is echoed by Robert D. Kaplan, a professor at the US Naval Academy: “China is currently changing the balance of power in the Eastern Hemisphere. On land and at sea, its influence extends from Central Asia to the Russian Far East and from the East Sea to the Indian Ocean” (Kaplan 2012, 200). China has stepped up its presence in the Indo-Pacific with the “String of Pearls” strategy and the “Belt and Road” Initiative (BRI). “String of pearls” is a term coined by American analysts to describe China‟s network of shipping lanes extending from southern China to the Indian Ocean, traversing strategic points such as the Strait of Mandab, the Strait of Malacca, the Strait of Hormuz, and the Strait of Lombok. It also encompasses other fundamental naval interests, including Pakistan, Sri Lanka, Bangladesh, the Maldives, and Somalia. Within this network, notable installations such as the military base on Hainan Island, the container shipping facility in Chittagong (Bangladesh), the deep-water port in Sittwe, the Kyaukpyu port, the Yangon port (Myanmar), the naval base in Gwadar (Pakistan), and the Hambantota port in Sri Lanka are referred to as the “jewels” or “pearls”. This chain of “pearls” extends from the coast of China, through the East Sea, the Strait of Malacca, across the Indian Ocean, and to the reefs of the Arabian Sea and the Persian Gulf (Kaplan 2012, 200). Each “jewel” within the “String of Pearls” represents China‟s geopolitical influence or military presence in key regions such as the Indo-Pacific, the East Sea, and other strategically significant seas. Through this strategy, China aims to extend its influence from Hainan in the East Sea through the world‟s busiest sea lanes towards the Persian Gulf. The primary objectives include restraining India, ensuring energy security, and asserting control over vital shipping lanes (Tran 2012, 77). To implement the “String of Pearls” strategy, China has improved relations with most of India‟s neighbours, including Pakistan, Nepal, Bangladesh, and Sri Lanka. In that context, Myanmar is a place that China can use as a springboard for its ambitions to expand its sphere of influence into Southeast Asia and South Asia (Gupta 2013, 82). Myanmar has an important strategic position between two major Asian countries, China and India. Besides, Myanmar is a coastal country in the Indian Ocean, so for Chinese policymakers, Myanmar is increasingly of more strategic value to China. Myanmar is strategically important to India and a key player in China‟s ambitions to reach the Indian Ocean. Myanmar is the only neighbouring country that can give China access to the Indian Ocean from the east, namely the Bay of Bengal and the Andaman Sea (Myo 2015, 26-27). China’s moves in the Bay of Bengal and the Andaman Sea are the first steps to ensure China’s best interests in the Indian Ocean. China has also assisted Myanmar in developing naval bases at Sittwe, Hianggyi, Khaukphyu, Mergui, and Zadetkyi Kyun by building refuelling facilities and radar stations for Chinese submarines to operate on the Bay of Bengal (Singh 2007, 3). These facilities gather intelligence on Indian Navy activities and are forward bases for Chinese Navy operations in the Indian Ocean. With India‟s naval expansion efforts at a standstill, the Chinese Navy‟s growing presence in the region has had enormous strategic consequences for India because India‟s traditional geographical advantages are increasingly threatened by China‟s ability to penetrate deeper into Myanmar. According to US military experts, the “String of Pearls” is the basis for China to inspect and monitor all vital sea lanes in Asia and the world, curb India, Japan, and Korea, and gain the advantage of direct access to strategic locations in the Pacific. “String of Pearls” strategy, China strengthens ties with regional countries through aid, trade, and defense agreements and launches new cooperation initiatives. In 2013, Chinese President Xi Jinping launched the Belt and Road Initiative (BRI). This initiative consists of two main parts: (i) The Silk Road Economic Belt (also known as the Land Silk Road) is a roadway designed with three branches (from China to Central Asia and Russia to Europe, from China through Central Asia, West Asia to the Persian Gulf, the Mediterranean Sea, from China to Southeast Asia, South Asia and the Indian Ocean); (ii) Maritime Silk Road in the XXI century aims to build transport routes between major ports in different countries, including the development of an economic corridor across the Indian Ocean, connecting China with South Asia, the Middle East, Africa and the Mediterranean (Pham 2019, 31-32). The objectives of this BRI are: first, to expand the strategic space and create a backyard area of China to control the Eurasian - African continent, creating a counterbalance to the US‟s Indo-Pacific strategy; second, dominate the Indian and Pacific Ocean regions, control related shipping lanes and regional seaport systems, dominate oil and gas supplies, establish military bases in these areas through which these roads pass; third, create a socio-economic environment for the expansion of China‟s “soft power”; fourth, build a security perimeter around China to prevent the US and its allies from entering the area that Beijing considers its “backyard”, supporting China to go out into the world; fifth, promote regional economic cooperation, rely on economic cooperation to promote political relations, create a catalyst to solve problems in relations between China and countries in the region, prevent the contraction of countries in the region that have disputes with China, including the issue of maritime and island disputes; sixth, through the “5 channels” (through policy, communication (on land, at sea), trade, currency and people) to access, penetrate and control the regional economy in order to promote economic development in the region to take control of international trade, the right to evaluate and the right to distribute international resources; seventh, solve the problem of excess production capacity, find a market for stagnant goods, find an investment market, effectively use China‟s huge foreign exchange reserves, find a market for the yuan, speeding up the process of internationalization of the renminbi; Eighth, access to energy resources, especially oil and gas; Ninth, take advantage of the surrounding environment to create conditions for more equal development among regions in the country, especially the border areas, western China (Dinh 2021, 7-8). China‟s BRI prioritizes the maritime sector when it proposes the “21st Century Maritime Silk Road” to connect seaports, one of the two main connections between China and Europe (Kuo and Kommenda 2018). It can be said that the BRI aims at strategic goals in terms of politics, security, economy, territorial sovereignty, and building a new framework of rules of the game in the region and the world, in which China plays a leading role (Tran 2017, 100). In addition, to counterbalance the Indo-Pacific strategy of the US and the QUAD, China has strengthened its relations with Russia and Iran by strengthening the Sino-Russian alliance in the Shanghai Cooperation Organization (SCO) and admitted Iran to this organization on 17 September 2021. China, Russia, and Iran have formed a “new maritime power triangle” and are preparing to launch a joint maritime exercise in the Persian Gulf. Previously, in December 2019, these three countries also conducted a joint maritime exercise in the Indian Ocean and the Gulf of Oman in the context of tensions between Washington and Tehran showing signs of escalation. India As a continental power occupying a strategic position in the heart of the Indian Ocean, India has become a prominent player in the Indo-Pacific region and one of the countries deploying manoeuvres to adjust foreign strategy. India‟s “Look East” policy (implemented since 1992) has extended India‟s foreign strategy to Southeast and East Asian countries. Over the years, India‟s regional involvement has shifted from economic ties to security cooperation. Prime Minister Narendra Modi‟s “Act East” policy (implemented since 2014) underpins India‟s approach to the Indo-Pacific region, in which this foreign policy will strengthen India‟s participation through strategic partnerships. In addition, the country has its vision for the Indo-Pacific region. India wants to promote peace and stability through an equal approach at sea and air, freedom of navigation, combating maritime crime, protecting the marine environment, and developing a green economy (Ministry of External Affairs, Government of India 2018). In 2015, in the Report “Ensuring Maritime Security: India‟s Maritime Security Strategy”, India clearly stated that its strategic vision shifted from the Euro-Atlantic to the Indo-Pacific, associated with the “Act East” policy. In his speech at the Shangri-La Dialogue (June 2016), Indian Prime Minister Narendra Modi laid out India‟s vision for the Indo-Pacific region, emphasizing India‟s participation in organizations, taking ASEAN as the center of the region, such as the East Asia Summit (EAS), the ASEAN Defense Ministers Meeting Plus (ADMM+). Indian Prime Minister N. Modi first announced the Indo-Pacific Initiative during his speech at the Shangri-La Dialogue held on 1 June 2018 in Singapore. Prime Minister N. Modi affirmed, “The Indo-Pacific is a natural region (...) India does not see the Indo-Pacific Region as a strategy or as a club of limited members” (Ministry of External Affairs, Government of India 2018). On 4 November 2019, Prime Minister N. Modi once again mentioned this idea at the 14th East Asia Summit (EAS), held in Bangkok (Thailand), which “propose a cooperative effort to translate principles for the Indo-Pacific into measures to secure the shared maritime environment” (Ministry of External Affairs, Government of India 2019). This proposal also transforms India‟s conception of the Indo-Pacific region into practical and enforceable measures in the maritime domain. Regarding the policy, India has demonstrated its determination to implement the Indo-Pacific Initiative through the establishment of a Directorate-General for the Indo-Pacific under the Ministry of External Affairs (MEA) since April 2019, based on merging international organizations, such as ASEAN, the Indian Ocean Rim Association (IORA) and the QUAD including the US, Japan, Australia, and India. In September 2020, India continued to establish the Directorate for Oceania in the MEA to promote India‟s administrative and diplomatic fields, stretching from the Western Pacific Ocean to the Andaman Sea. India‟s Indo-Pacific Initiative consists of 7 pillars, including 1) Marine security, 2) Marine ecosystems, 3) Marine resources, 4) Capacity building and resource sharing, 5) Disaster risk reduction and management, 6) Technology and trade cooperation, and 7) Connectivity and shipping, which can be grouped into six groups: 1) Maritime security; 2) Marine ecosystems and marine resources; 3) Building maritime enforcement capacity and information sharing; 4) Manage and reduce disaster risks; 5) Science and technology cooperation; 6) Trade connection and sea transportation (Nguyen 2021). India‟s approach to this strategy is inclusive and transcends traditional security issues or geopolitical challenges. India also wants to promote cooperation in environmental issues related to the sea and ocean sectors. Through the Indo-Pacific Initiative, India wishes to lead, chair, and coordinate in cooperation inside and outside the region, especially with small and medium-sized countries. Compared to the US‟s Free and Open Indo-Pacific Strategy, India expands the geographical reach of the region under the Indo-Pacific Initiative, whereby the Indo-Pacific covers the African coast to the west of the Indian Ocean and the Arabian Sea, including neighbouring countries in the Gulf, islands in the Arabian Sea and the African region. By asserting “both geographical poles” of the Indo-Pacific Initiative, India emphasizes the balance between the two groups of policies, “Act East” and “Act West”, forming an integral part of the country‟s strategy in the Indo-Pacific region. For India, strengthening security cooperation with the US, forging a special strategic partnership with Japan, and maintaining the relationship with Australia are strategic focuses in shaping economic and security architecture in the region based on the “diamond quadrilateral” alliance. At the same time, to connect with the open Indo-Pacific space, India also strengthened ties with Asian, European, and African countries. CONCLUSION Due to the Indo-Pacific region‟s current structural makeup, the major regional powers have gradually turned it into a strategic area of power competition. Countries interested in the region actively participate in the Indo-Pacific regional architecture and seek ways to strengthen their positions to act as a counterweight in regional international affairs. Today, the Indo-Pacific is seen as a crucial element in the changes in global geopolitics and the focal point of numerous power struggles. In this region, besides the US, two Asian powers play a major role in regional security, China and India, because both countries seem to be putting all their efforts into improving regional security, greater competition than other areas due to their position. India is prepared and actively involved in a motivated strategy against China in the Indo-Pacific, in contrast to other regions where it has historically been more passive and weaker. India is moving toward the US in this competition but maintaining a neutral stance. Additionally, it is working to increase influence and fortify multilateral ties to close the power gap with China. With regard to China‟s growing influence in the region and its security implications for India and other regional countries, there exists a wide pessimism, particularly in Western analyses. It is quite pertinent to point out here that the India - China relationship is nicely balanced between the elements of cooperation and conflict, like that of the US-China relationship. Especially there is enough space in the Indo-Pacific region and beyond to accommodate both rising China and India. They can coexist and grow peacefully. However, the trends and issues will ostensibly continue to unfold in the region with greater worrying security concerns. In the coming years, maritime security within the Indo-Pacific region will be a key factor in the development of many countries. It, however, remains a major concern in the area because of the growing non-traditional security threats, in addition to maritime boundary disputes. Particularly, events in the SCS will continue to attract much of the regional and international attention. These could engulf the regional and international stakeholder‟s capability to maintain peace, security, and stability within the region in a sustained and effective manner. Most importantly, countries in the Indo-Pacific region share many of these common concerns. Invigorating greater cooperation and coherence in their strategy could help address the problems collectively. Moreover, establishing an Indo-Pacific Regional Security Architecture will be very handy in addressing common security concerns and threats. As a result, as the Indo-Pacific area is being shaped, the competition between the major powers is also becoming more complex and severe, significantly impacting the other nations in the region. In short, during the first two decades of the XXI century, the Indo-Pacific region has witnessed constant competition among numerous world powers. The region‟s strategic, economic, and commercial significance has positioned it at the heart of global contention, reshaping the character of international politics. The Indo-Pacific has become the focal point of international conflicts and power dynamics, heralding a significant new geopolitical landscape in the XXI century. It can be asserted that the power competition among these nations will shape the interaction patterns among Indo-Pacific countries in the ensuing years of this century. 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Energy & Economics
SHENZHEN, CHINA - CIRCA NOVEMBER 2019: ZTE room at the High-Tech Fair China 2019 at Shenzhen Convention & Exhibition Center.

What should Europeans do about the U.S.-China Rivalry in key strategic technologies?

by Roberta Haar , Hengyi Yang

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском In October 2023, the EU Commission identified four technology fields as critical: advanced semiconductors; artificial intelligence (AI); quantum, and; biotechnologies.[1] All four areas are greatly impacted by the U.S.-China rivalry in technology, making it essential for Europeans to understand the Sino-American competition. This article examines this rivalry from the Chinese and U.S. perspectives. It recounts their prevailing attitudes, which are shaped by recent events, and that, in turn, mold Chinese and American strategic approaches. From the Chinese policymakers’ perspective, its geo-technological competition with the U.S. is novel and passively learned. During Xi Jinping’s first term, the Chinese government still positioned technology under the economic-oriented strategy of innovation-driven development. This stance followed the idea that ‘science and technology constitute a primary productive force’ and the ‘peaceful development’ principles set during Deng Xiaoping’s era. However, around 2018, two sanctions incidents that targeted Chinese telecommunications giants shifted Chinese leaders’ understanding of tech strategy into the geopolitical context. The first sanction incident involved ZTE, China’s second-largest communications equipment manufacturer. In 2016, the Barack Obama administration accused ZTE of selling telecom equipment containing American chip technology to Iran, which violated U.S. sanctions. In 2017, ZTE pleaded guilty and paid a fine of $1.2 billion. However, in 2018, Trump’s government stated that ZTE did not comply with the settlement agreement, coupling previous sanctions with export controls on ZTE in April 2018. The second incident involved Meng Wanzhou, then Vice-Chairwoman and CFO of the Chinese telecommunications giant Huawei, who was arrested in Vancouver, Canada, during a layover in December 2018. Her detention was at the extradition request of the Trump administration, which levied charges related to alleged violations of U.S. sanctions against Iran. These included bank and wire fraud and outright violations of U.S. sanctions via a subsidiary called Skycom Tech, which allegedly concealed Huawei’s activities in Iran. The necessity of a strategic adjustment These two incidents caused an uproar in the Chinese media, followed by a surge in public patriotic sentiment. However, for the Chinese government, the impact and significance of the two cases were quite different. The essence of the ZTE case was commercial sanctions, which meant that ZTE violated business norms and deserved economic punishment. The official Chinese government stance was that ‘this is just an individual case of corporate violation.’ Despite this position, the fact that the government was actively involved nonetheless politicized the incident within China. It was Xi Jinping himself who negotiated with Trump to save ZTE from bankruptcy after which ZTE became a state-owned enterprise with absolute state control—a move that ultimately resulted in ZTE gaining a greater domestic market share than Huawei. At the international level, the top-level nature of negotiations prevented the ZTE incident from overly politicizing then-ongoing trade frictions between the U.S. and China. While the ZTE episode was resolved with little rancor, Chinese senior officials became concerned about the impact that the U.S. might have on China’s strategic technology companies.[2] In November 2018, Tan Tieniu, then Deputy Secretary-General of the Chinese Academy of Sciences, reported to China’s top leaders that they should learn from the ZTE incident. They should avoid overreliance on imports of core electronic components and chips, and they should not repeat mistakes made by ZTE. In the same month, Xi Jinping mentioned in a speech that ‘internationally, advanced technology and key technology is more and more difficult to obtain… forcing us to travel the road of self-reliance.’ Terms like technological security, technology ‘chokepoints’ (卡脖子), and core technologies in key fields (关键核心技术) began to appear frequently in Chinese official discourse. These reflected Chinese leadership’s views about the ZTE incident that were in turn shaping strategic thoughts on the geopolitical technology competition with the United States. It was the Meng Wanzhou incident at the end of 2018 that for Chinese leaders confirmed the necessity of a strategic adjustment. As in the ZTE case, Huawei was involved in a business violation that from the Chinese perspective should have resulted in corporate punishment. Instead, a personal arrest warrant was issued for Meng, thereby escalating a commercial sanction into a political and diplomatic incident. Le Yucheng, then Deputy Minister of Foreign Affairs, urgently summoned the U.S. and Canadian ambassadors to China and issued a stern protest. The Chinese government also arrested two Canadian citizens in China, sentencing one to 11 years in prison. The Chinese Ambassador to Canada wrote that the Meng Wanzhou case was a ‘premeditated political act in which the United States wields its regime power to hunt a Chinese high-tech company out of political consideration.’ Chinese Defensive Deterrence These two episodes shaped and reinforced Chinese leaders’ strategic thinking about its geopolitical technology competition with the U.S. The 14th Five-Year Plan issued by the CCP in 2020 proposed ‘making technological self-reliance’ a strategic goal. Soon all official documents established a new tone for China’s technology strategy based on self-reliance. Previously, China pursued a reassurance strategy, a strategy that showed goodwill towards the U.S. and the system it led. Thus, in theory, China had two strategic options: reassurance and/or deterrence. The former strategy involves showing friendliness towards the U.S. and its allies, thereby releasing tension, and maybe re-joining the U.S.-led system. A reassurance strategy allowed China more time for stable development—the logic of ‘keeping a low profile’ of the Deng Xiaoping era. The Xi Jinping government picked the second option, deterrence, which is to show strength or use countermeasures to reduce the likelihood of further U.S. trade or coercive action. To make a deterrence strategy work, however, Xi further believed China needed to gain strong capacity in key tech fields. Therefore, Xi first mobilized domestic R&D resources and tried to acquire advanced technologies before using diplomatic countermeasures. The core logic underlying this geopolitical technology strategy is one of ‘defensive deterrence.’ A typical example of this strategy in play concerns the semiconductor industry. Facing export controls on semiconductor equipment from the U.S., the Netherlands, and Japan, the Chinese government first increased R&D investment in the sector, trying to overcome ‘chokepoint’ technologies. As a result, China’s investment in semiconductor R&D grew from $10 billion in 2018 to $25 billion in 2022, an increase of 150%. At the same time, the Chinese government increased investment in the production of key raw materials (silicon, gallium nitride, etc.) and semiconductor production bases. It also guided industries upstream while also pushing for downstream integration through policies to improve and strengthen supply-chain security. Chinese policy also moved to increase international supply-chain dependence on China through its comparative advantages in the semiconductor industry (and even other industries) in a hedging move against the U.S. and its allies. For example, in the automotive chip sector, in the supply of vital raw materials, and in the semiconductor equipment markets, China sought to utilize its significant comparative advantages. In August 2023, the Chinese government announced export controls on gallium and germanium, two key materials for manufacturing semiconductors. China Seeking More Regulatory Power But in addition to responding to what was perceived as U.S. containment policies in the area of technology, China’s strategic use of technology followed another approach, one led by the Ministry of Foreign Affairs (MFA) and the Ministry of Industry and Information Technology (MIIT). This third approach sought more regulatory power, for example, in the areas of civilian AI where China has huge potential.[3] Starting in 2018, the Chinese government showed a strong determination to introduce and study AI ethics and technical standards.[4] Based on these domestic framework policies, various diplomatic initiatives, and standards proposals, the MFA and MIIT expanded China’s regulatory influence in the field of AI. For example, the MFA proposed the ‘Global Data Security Initiative’ in 2020 and the ‘Global Artificial Intelligence Governance Initiative’ in 2023. Minister Wang Yi explicitly stated ‘We hope to provide a blueprint for related international discussions and rule-making.’ The China Electronics Standardization Institute, affiliated with the MIIT, also actively participates in the formulation of international new technology standards. Selectively decoupling: U.S. Attitudes and Strategies When it comes to strategic technologies, the Joe Biden administration has generally maintained a stance toward China that aligns closely with the previous administration led by Donald J. Trump. This is especially the case concerning competitive technologies such as 5G/6G, the specialized processors designed to handle the computational demands of AI, quantum computing, and electric vehicles (EVs). Taking a page from U.S. President Ronald Reagan’s Cold War playbook of outspending the Soviet Union, president Biden initiated a $2.25 trillion infrastructure plan. This plan, not unlike China’s policy to increase domestic innovation and strength, allocated funds for sectors such as transportation, manufacturing, renewable energy, clean water, and high-speed broadband for both wired and wireless technologies. The justification for these investments, part of the Build Back Better Act (BBB) policy and later incorporated into the Inflation Reduction Act (IRA) and the Creating Helpful Incentives to Produce Semiconductors (CHIPS) and Science Act, was that they were a response to Xi Jinping’s ambitious goals of doubling China’s economy by 2035, intending to establish China as a global leader in biotechnology, green energy, and AI. In addition to a spending strategy to boost U.S. competitiveness in strategic technologies, the Biden administration continued with some of Trump’s punitive measures. For example, Biden maintained tariffs amounting to approximately $300 billion. He also continued action against Huawei, which has the potential to outcompete in 5G/6G mobile network technology. The Trump administration used the Bureau of Industry and Security to exclude Huawei from global semiconductor supply chains and it placed the company on the Commerce Department’s Entity List, thus requiring U.S. companies to obtain a license before exporting to Huawei. As discussed above, Trump’s executive branch also brought fraud allegations against Huawei’s Chief Financial Officer Meng. While Biden kept in place Trump-era prohibitions on sales of U.S. goods to companies like Huawei, as well as maintaining restrictions on exports of U.S. critical technology, he did quickly resolve the dispute over Meng. Within hours of the deal for her release, the two men caught up in the game of hostage diplomacy left China on a flight back to Canada. Highlighting the political nature of the incident, when Meng returned to China, senior local officials at the airport met her. Encourage Multilateralism to meet Global Challenges Along with strident measures, the Biden administration also sought a more nuanced stance. Indications that suggest a less hawkish approach to China include emphasizing a collaborative approach toward global challenges like climate change and future pandemics. Biden further pushed for engagement in high-level meetings with, for example, Secretary of State, Antony Blinken, and National Security Advisor, Jake Sullivan, who held talks with their Chinese counterparts, Yang Jiechi and Wang Yi, in Anchorage, Alaska, in March 2021. These talks were frostier than U.S. officials would have preferred but they got the two sides to engage in some dialogue. Similarly, Biden sought to engage with China in multilateral forums and organizations where both countries are members, such as the recent Asia-Pacific Economic Cooperation (APEC) forum that Biden hosted in November 2023. Even the choice of San Francisco as the venue was designed to be conciliatory as it has historic ties to Asia as well as a central role in global technology as the home of Silicon Valley. Still, one must keep in mind that in deciding on a strategy towards China, Biden must also contend with a Congress and public opinion that are growing increasingly skeptical of doing business with China, which they believe steals good jobs and sends balloons over American territory to spy on U.S. critical infrastructure. One primary shaper of U.S. attitudes towards China are the leaders of the House Select Committee on the Chinese Communist Party, Republican Representative Mike Gallagher and Democratic Representative Raja Krishnamoorthi, who lead one of the last bastions of functioning bipartisanship in Washington, D.C. With their many investigations, subpoenas, and policy recommendations, the House China Committee has become the ‘beating heart’ of U.S. Congressional policy, which, with regards to technology, argues for selectively decoupling from China for national security reasons.[5] A way forward Faced with the U.S.’ decoupling or blunting strategies and China’s defensive deterrence strategy, what steps might European nations take to navigate through the choppy, contentious waters of strategic technologies? Are there also steps that Europeans can take to mitigate the impact on their own strategic technology vulnerability? First, recognizing the pivotal role of technology in the rapidly digitizing global economy, Europeans need to stress that it is in the collective interest of everyone to establish institutions, norms, and policies for effective global governance. Rather than engaging in reactive geopolitical maneuvers resembling a chess game, these institutions could concentrate on constructing a more cooperative foundation for crucial technology sectors. Second, along with this recognition, efforts could be directed toward the development of future institutions, policies, and norms that set standards for next-generation and sensitive technologies. Such efforts should take into account initiatives already made by the Chinese and the Americans. Such efforts could also coincide with a third approach of encouraging the Biden administration to adopt a comprehensive multilateral approach. The U.S. needs to push for collaboration beyond issues such as climate change and economic inequality to encompass the intensely competitive areas in technology like those discussed in this article. For one, Europeans could point out that U.S. blunting strategies are simply not working and may even be backfiring by accelerating Chinese technological advances. In September 2023, Huawei released the Mate 60 Pro smartphone equipped with a 7nm domestic chip, revealing that China has overcome some hurdles that U.S. bans were designed to stymie.[6] Since no one knows how long China’s defensive deterrence strategy will hold (and shift to what Chinese leaders believe is a more offensive deterrence), nor whether Trump or someone as equally anti-multilateral as Trump will be (re)elected, Europeans have many incentives to encourage a softer engagement between China and the U.S. Changing the narrative is a fourth important recommendation. It is essential to recognize that the essence of the Sino-American technology competition is more about narrative construction than a description of the current situation. One indication of this is that both sides believe that the other side started what has been described as the ‘new Cold War.’[7] It does not help that both sides have engaged in behavior that supports the other side’s narrative with some hawkish actors employing similar bash-the-other tactics to gain political advantage.[8] Typically, the factual basis for technological competition is grounded in industrial competition, corporate rivalry, or intellectual property disputes. However, the high-tech relationship between China and the United States has been one of complementarity as well as rivalry. Both China and the United States, as well as European stakeholders, need to be careful of the narratives they espouse, lest they become a self-fulfilling prophecy. This work has been funded by the REMIT project, funded from the European Union’s Horizon Europe research and innovation programme under grant agreement No. 101094228 Footnotes [1] EU Commission Recommendation of 3.10.2023 on critical technology areas for the EU’s economic security for further risk assessment with Member States. [2] Gregory C. Allen. 2023. ‘China’s New Strategy for Waging the Microchip Tech War.’ csis.org, May 3. [3] Jing Cheng and Jinghan Zeng. 2023. ‘Shaping AI’s Future? China in Global AI Governance.’ Journal of Contemporary China 32(143): 794-810. [4] See White Paper on AI Standardization, a Guide to the Building of a National Standard Framework for New Generation AI, a report on Ethical Norms for New Generation AI, a White Paper on Trustworthy AI as well as other regulatory documents. [5] Robbie Gramer. 2023. ‘The Masterminds: Washington wants to get tough on China, and the leaders of the House China Committee are in the driver’s seat.’ foreignpolicy.com, November 27. [6] Weiwen Wang. (2023). ‘China Breaks Through 7nm Chip Technology, Has the China-U.S. Tech War Entered Phase 2.0?’ (中国突破7纳米芯片技术 中美科技战进入2.0阶段?). Lianhe Zaobao (联合早报), September 17. Retrieved from https://www.zaobao.com.sg/news/china/story20230917-1433739 [7] Patricia M. Kim, Matthew Turpin, Joseph S. Nye Jr., Jessica Chen Weiss, Eun A Jo, Ryan Hass, and Emilie Kimball. 2023. ‘Should the US pursue a new Cold War with China?’ Brookings.edu, September 1. [8] Roberta N. Haar. 2020. ‘Will China replace the U.S. as the world’s predominant power?’ Atlantisch Perspectief 44(3):9-13.

Defense & Security
Flags of china and the united states on a map of the southern china sea.

War games risk stirring up troubled waters as Philippines − emboldened by US − squares up to Beijing at sea

by Fred H. Lawson

한국어로 읽기Leer en españolIn Deutsch lesen Gap اقرأ بالعربيةLire en françaisЧитать на русском U.S. Marines joined Filipino counterparts on May 5, 2024, for a mock battle at a telling location: a small, remote territory just 100 miles off the southern tip of the contested island of Taiwan. The combat drill is part of the weekslong Exercise Balikatan that has brought together naval, air and ground forces of the Philippines and the United States, with Australia and France also joining some maneuvers. With a planned “maritime strike” on May 8 in which a decommissioned ship will be sunk and exercises at repelling an advancing foreign army, the aim is to display a united front against China, which Washington and Manila perceive as a threat to the region. Balikatan is Tagalog for “shoulder to shoulder.” Joint Philippines-U.S. naval drills have become an annual event. But as an expert in international relations, I believe this year’s drills mark an inflection point in the regional politics of the South China Sea. For the first time, warships taking part in the exercise ventured outside the 12-mile boundary that demarcates the territorial waters of the Philippines. This extends military operations into the gray area where the Philippines’ exclusive economic zone rubs up against the territory claimed by China and designated by its “nine-dash line.”    Also for the first time, the U.S. deployed an advanced mobile launcher for medium-range ballistic and cruise missiles of a type that had been banned under the now-defunct Intermediate-Range Nuclear Forces Treaty. In addition, the Philippine navy is showing off its newest acquisition, a South Korean-built missile frigate. The South China Sea has long been the source of maritime disputes between China, which claims the vast majority of its waters, and nations including Vietnam, the Philippines, Malaysia and Indonesia. In addition, heightened tensions over the status of Taiwan – a territory that the Biden administration has pledged to defend militarily in the event of a Chinese invasion – have made the South China Sea even more strategically important. Containment at sea The latest joint maneuvers come amid two developments that could go some way to influence the future trajectory of tensions in the South China Sea. First, the Philippines has grown increasingly assertive in countering China’s claims in the region; and second, the U.S. is increasingly intent on building up regional alliances as part of a strategy to contain China. The Philippines-U.S. alignment is more robust than ever. After a brief interval during the 2016-22 presidency of Rodrigo Duterte, U.S. warships and military aircraft once again operate out of bases in the Philippines. Joint naval patrols resumed in early 2023. At the same time, Manila granted U.S. troops unprecedented access to facilities on the northern Batanes islands, which have become the focus of current joint operations. Meanwhile, Washington has become more vocal in condemning challenges to the Philippines from China. U.S. officials had carefully avoided promising to protect the far-flung islands, atolls and reefs claimed by Manila for seven decades following the signing of the Mutual Defense Treaty with the Philippines in 1951. Only in March 2019 did then-Secretary of State Mike Pompeo assert that the treaty covers all of the geographical area over which the Philippines asserts sovereignty. In February 2023, Presidents Ferdinand Marcos Jr. and Joe Biden doubled the number of bases in the Philippines open to the U.S. military. That May, the two leaders affirmed that the Mutual Defense Treaty applies to armed attacks that take place “anywhere in the South China Sea.” Causing waves, rocking the boat Firmer ties to the U.S. have been accompanied by more combative behavior on the part of the Philippines. In May 2023, the Philippines coast guard introduced demarcation buoys around Whitsun Reef – the site of an intense confrontation with China’s maritime militia a year earlier. Reports circulated three months later that Philippine marines planned to construct permanent outposts in the vicinity of the hotly contested Scarborough Shoal. And a Philippine coast guard ship, with the commander of the country’s armed forces aboard, approached Scarborough Shoal in November, before being forced to retreat by Chinese maritime militia vessels. Then in January 2024, the Philippines broke with its adherence to a prohibition on erecting structures on disputed territory, which was part of the 2002 Declaration on the Conduct of Parties in the South China Sea, by installing electronic surveillance equipment on Thitu Island, which sits beyond Scarborough Shoal in the heart of a cluster of disputed formations. This was followed by announced plans to put water desalination plants on Thitu, Nanshan Island and Second Thomas Shoal, making it possible to maintain permanent garrisons on these isolated outposts. Manila has continued to assert its maritime rights by announcing that armed forces would escort exploration and mining activities in the exclusive economic zone. Further acts that could be seen as provocative in Beijing followed, including the stationing of a Philippine navy corvette at nearby Palawan Island and a joint flyover by Philippine warplanes and a U.S. Air Force B-52 heavy bomber. A raft of Chinese responses It is clear that the deepening of Philippines-U.S. ties has given Manila the confidence to undertake a variety of combative acts toward China. The question is, to what ends? A more assertive Philippines may end up contributing to the U.S. strategy to deter Beijing from extending its presence in the South China Sea and launching what many in Washington fear: an invasion of Taiwan. But it is possible that heightened truculence on the part of the Philippines will goad Beijing into being more aggressive, diminishing the prospects for regional stability. As the Philippines-U.S. alignment has strengthened, Beijing has boosted the number of warships it deploys in the South China Sea and escalated maritime operations around Thitu Island, Second Thomas Shoal and Iroquois Reef – all of which the Philippines considers its sovereign territory. In early March 2024, two Chinese research ships moved into Benham Rise, a resource-rich shelf situated on the eastern coast of the Philippines, outside the South China Sea. Weeks later, a Philippines coast guard cutter surveying a sandbar near Thitu was harassed not only by Chinese coast guard and maritime militia ships but also by a missile frigate of the People’s Liberation Army Navy, which for the first time launched a helicopter to shadow the cutter. Washington has taken no public steps to dampen tensions between Manila and Beijing. Rather, Secretary of State Antony Blinken expressed full-throated support for “our ironclad defense commitments” during a mid-March 2024 stopover in Manila. Reassured of U.S. backing, Marcos has amped up the rhetoric, proclaiming that Manila would respond to any troublemaking on Beijing’s part by implementing a “countermeasure package that is proportionate, deliberate and reasonable.” “Filipinos,” he added, “do not yield.” Such an approach, according to Marcos, was now feasible due to the U.S. and its regional allies offering “to help us on what the Philippines requires to protect and secure our sovereignty, sovereign rights and jurisdiction.” The danger is that as the Philippines grows more assured by U.S. support, it may grow reckless in dealing with China. Rather than deterring China from further expansion, the deepening Philippines-U.S. alignment and associated Filipino assertiveness may only ramp up Beijing’s apprehensiveness over its continued access to the South China Sea – through which virtually all of its energy imports and most of its exports flow. And there is little reason to expect that Washington will be able to prevent an emboldened Manila from continuing down the path of confronting China in the South China Sea. To Beijing, the prospect of an emboldened Philippines forging active strategic partnerships with Australia, Japan, South Korea, Vietnam and – most troublesome of all – Taiwan makes the situation all the more perilous.

Defense & Security
Japanese Fighter Jet

Japan’s Role in Shaping the Security Landscape of Southeast and East Asia

by Swati Arun

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Japan has embarked upon a transformative journey that signifies a departure from its conventional pacifist stance. Despite encountering pockets of domestic opposition, Japan’s vision of a free and open Indo-Pacific has received increasing support from neighbouring nations. Within a regional backdrop of countering China’s military modernisation and expansionism, Japan is now laying the groundwork for collective defence while working to institutionalise these efforts and ease concerns about remilitarisation. Japan has gradually undertaken various steps to enhance the role of self-defence forces and allow military partnerships. The three new requirements for exercising self-defence, adopted in 2014, expanded Japan’s right to self-defence in the “occurrence of an armed attack against Japan or another country with close ties to Japan”, a threat to national existence, with “no other means to ensure the survival of the country”, adding the use of “minimum amount of force necessary”. Japan broadened the definition of security to encompass any changes in its vicinity that may compromise its territorial integrity. Following these changes, on 16 Dec 2022, the Kishida administration formally approved three revised strategic documents – the National Security Strategy (NSS), the National Defense Strategy (NDS), and the Defense Buildup Program. These revisions reduced the limitations imposed on the Self Defense Forces and collective defence. Viewing these changes in today’s security conflict in East Asia, the first requirement effectively extended the parameters of self-defence to include Taiwan. In the NSS, Japan identified Taiwan as an “extremely important partner and a precious friend” while characterising China as “a matter of serious concern” and “the greatest strategic challenge.” The documents also designated North Korea as “a graver, more imminent threat” and Russia as “a serious security concern.” The documents revealed Japan’s acquisition of counterstrike capabilities, filling gaps in its defences, and broadening the second and third requirements for collective self-defence. Furthermore, Tokyo intends to upgrade the indigenous Type 12 surface-to-ship missile, with a range of approximately 200 km, to approximately 1,200 km, substantially increasing the cost of Chinese attacks in the region. In January 2024, Japan signed agreements with the US to acquire 400 Tomahawk cruise missiles, with a firing range of approximately 1,600 km. Reportedly, Japan aims to rectify its current ammunition reserves by constructing “70 ammunition depots within five years” and plans to construct up to 130 ammunition depots by 2035, drawing lessons from the conflict in Ukraine. Japan revised the Three Principles of Transfer of Defence Equipment and Technology overcoming the past restrictions on transfer of defence equipment and technology to other countries. These revisions marked the beginning of Japan’s evolving role as a security provider in the region. Together this amounts to the doubling of the defence spending from 1% to 2% of GDP by 2027 to speed up the advancement of Japan’s peacetime and immature military and bring it to NATO standards. The revisions are consistent with Japan’s understanding of its new security environment where Chinese assertions are reinforced by the largest naval force in Asia. The shift also underscores the limitation of the US power in the region to remain the sole security provider by enabling Japan to take a central role. Japanese people also resonated with the sentiments, as a poll conducted in 2022 revealed that 89% see China as a threat in 2022, and 49% of respondents supported an expanded role of Japan in the alliance while 46% were against it. In 2023, Japan’s Maritime Self-Defense Force conducted Indo-Pacific Deployment 2023 (IPD23) to “clearly demonstrate the intention that Japan will never tolerate unilateral changes to the status quo by force” as specified in NSS. The Japanese forces visited 17 countries and held 27 exercises with like-minded countries, highlighting Japan’s intention to expand security ties across the nations with territorial disputes in the South China Sea, and with the ASEAN. In the same year, Japan established a Permanent Joint Headquarters to oversee all three forces – the Ground, Maritime and Air Self-Defense Forces – to ensure effective joint operations. Acknowledging Japan’s growing ambition, in December 2023, Chinese President Xi Jinping instructed the coast guard to strengthen its activities to assert sovereignty over the East China islets. Japan has actively pursued collective defence in Southeast Asia with its introduction of “Official Security Assistance” in February 2023, under which the Philippines was the first to receive aid, followed by Malaysia. Japan also plans to include Vietnam, Indonesia, Thailand, Singapore, and Cambodia. These plans will allow Japan to establish a military-industrial complex, extending the nexus of partnership and interdependency between Japan and Southeast Asia. The changes when seen together with the U.S.-Japan Joint Leaders’ Statement mark a decisive shift in Japan’s strategy to counter China. In an upgrade to the US-Japan alliance, the two parties agreed to establish a unified Japanese-US command, enabling the US to make a headquarters in Japan for overseas military operations in the region. They also agreed upon the co-development and co-production of missiles and cutting-edge technologies in Japan, enhancing its defence industrial complex, and export to third parties. The statement noted Japan’s cooperation with AUKUS in its Pillar II advanced capability projects. The statement also relayed the “existential crisis” facing Japan making these efforts natural, conforming to Japan’s revisions to strategic policy documents. Previously, in 2022, Japan had announced a collaboration with the UK, and Italy to develop next-generation fighter jets and subsequently in March 2024, decided to authorise the export of jointly developed fighter jets to other nations. Cross-strait relations, once dealt with utmost precaution through the lens of the “One-China Policy” have now shifted to a more openly debated foreign and strategic policy surrounding Taiwan. Since 2021, Japanese leaders have made a series of statements and comments concerning Taiwan and the Taiwan Strait. In May 2022 a statement from US-Japan Summit reiterated that “peace and stability across the Taiwan Strait as an indispensable element in security”. In a January 2024 speech, former PM Aso Taro also reiterated that the Taiwan crisis constitutes “a threat of national existence” for Japan. China reacted to former US Speaker Nancy Pelosi’s visit to Taiwan in August 2022 with large-scale military exercises around the island. Four months later in December 2022, Japan released three new strategic documents. Taiwan’s importance to Japan’s security was cited seven times in NSS and NDS. Furthermore, Japan intends to enhance the defence of all of its 6,852 islands, focusing on the Ryukyu Island chains, the cornerstone of Japan’s defence against China, lying only 100 Km from Taiwan, which also tightens security around the island. The deployment of a surface-to-air guided missile unit is now under consideration on Yomaguni, home to a JSDF surveillance station adding to Japan’s understanding of Taiwan’s security tied closely to its own. China’s preferred military scenario of a “lightning war”, or a surprise attack to take over Taiwan within weeks or days, has increased the level of urgency and acted as a precursor for the military acceleration of the past several years. The history of Japanese aggression in East Asia and Chinese military support for North Korea diluted the possibility of a regional framework between Japan, South Korea and China. However, through years of efforts in August 2023, a rapprochement was reached between Japan and South Korea when they met at Camp David for a trilateral summit between US-Japan-South Korea. The trilateral took the first step in removing historical obstacles and proving trust in Japan’s new regional role. South Korea has remained averse to participating in major power competitions, but this trilateral institutionalised the effort, guarding the progress against changes in the political situation in either country. For South Korea, North Korea remains its primary security concern. For Japan, the North remains the second most crucial threat with its launch of an intermediate-range ballistic missile in the Sea of Japan in 2022, provoking cooperation on the same despite fractures. Through the joint statement of the trilateral summit, the US got support from South Korea in recognising the perils of not maintaining peace and security in the Taiwan Strait. South Korea got a much-needed boost in intelligence sharing on North Korea’s missile launches and cyber activities which will strengthen ballistic missile defence cooperation. However, it is unlikely that South Korea will endanger its security by interfering in a cross-strait crisis. It will still play a critical role in keeping North Korea at bay in the event of an armed conflict in the Taiwan Strait or East China Sea. Nevertheless, Taiwan thanked the support shown through the trilateral, while China warned against destabilising the region. Japan stands as one of the Philippines’ most trusted partners, second only to the US. Ties have grown deeper as the two have signed a series of agreements from Military and Capacity Building to Maritime Security and Intelligence Sharing in the Indo-Pacific. In 2023, under Japan’s Official Security Assistance, the Philippines received USD 4 million worth of coastal surveillance radars. The two parties are discussing signing a Reciprocal Access Agreement before the end of 2024. An April 2024 joint statement between Japan, the Philippines and the US prioritised advancing “multilateral maritime domain awareness cooperation”, and developing “an information communications technology ecosystem”. It also committed to trilateral defence cooperation and support for the Philippines’ defence modernisation priorities. The statement noted concerns about China’s aggressive behaviour, its “coercive use of Coast Guard and maritime militia vessels in the South China Sea”, conjoining it with the situation in the East China Sea. It also reiterated the importance of the Taiwan Strait in global security. Under this framework, reliance and trust in Japan have increased, setting it up for a larger security role and the collectivisation of security has brought new assurances for the smaller powers of the region. The Taiwanese President thanked the trilateral joint statement supporting peace and stability across the Taiwan Strait. China, however, slammed the anti-China gathering, accusing it of forming a NATO analogue in the region. China summoned Japanese and Philippine diplomats, expressing dissatisfaction and urging Japan to “take actions beneficial to regional peace”. Beyond South Korea and the Philippines, Japan has also maintained long military and diplomatic relations with Vietnam, having had 10 defence dialogues in the past. Furthermore, Vietnamese President Vo Van Thuong and Japanese Prime Minister Fumio Kishida announced the Vietnam-Japan Comprehensive Strategic Partnership on 27 November 2023. According to their joint statement, Kishida and Thuong reinforced the vision of a “free and open Indo-Pacific”. The US also upgraded its ties with Vietnam in September 2023. These developments led to President Xi Jinping’s visit to Vietnam in December 2023, culminating into an agreement to establish a hotline between the Chinese People’s Liberation Army’s Southern Theatre Command and the Vietnamese navy. But mistrust towards China runs deep in the Vietnamese public, which is furthered when China continues to lay new claims in Vietnamese waters. While Vietnam remains reluctant to participate in US-China conflict, its closeness with Japan is a sign that the latter is seen as a reliable regional partner with similar territorial problems. In a wider regional sense, Japan views ASEAN as its key partner in fulfilling the Indo-Pacific vision. The ASEAN centrality resonates in both the Indo-Pacific Strategy and the US-Japan-South Korea trilateral. Japan maintained close ties with the region through robust economic and defence cooperation. But the latter has gained momentum in the past few years. Beginning with the Philippines in 2016, Japan forged bilateral agreements for defence equipment and technology collaboration with multiple ASEAN nations (with Malaysia in 2018, Indonesia and Vietnam in 2021, and Thailand in 2022). In February 2023, the “Expert Panel for the 50th Year of ASEAN-Japan Friendship and Cooperation” issued a report emphasising that ASEAN has evolved from being primarily an aid recipient from Japan to a growing and influential partner. In December 2023, the ASEAN and Japan summit released a joint statement, committing to “strengthening security cooperation including maritime security” in the light of growing threats in the South China Sea. The statement highlighted the trust ASEAN has in Japan amid China’s growing claims in the South China Sea. This reflects a growing realisation among ASEAN members that collective defence is the answer to their security challenge – which China reacted negatively to. In the face of a major power conflict, the trust of Southeast Asian countries in Japan’s security guarantee has been increasing. A poll conducted in 2022 reflected these sentiments when 43.1% of Taiwanese confirmed their belief that Japan would defend Taiwan in the event of an invasion from China, while 42.8% of citizens felt that the US would be a security guarantor to Taiwan. Surveys undertaken in 2023 and 2024 substantiate the increasing affinity between ASEAN and Japan. While China surpassed the US as the preferred partner for ASEAN, Japan remained the most trusted partner, with 58.9% of respondents expressing faith in the country, surpassing levels for the US, China, India, and the European Union. This suggests that ASEAN is gradually transitioning its geopolitical alignment towards Japan as (at least part of) a viable alternative, rather than seeing things as a binary choice between China and the US. The predominant theme in the understanding of the current security environment in Southeast and East Asia is that, while US assistance and reliance on its security guarantee in the region are essential to counter the so-called China threat, the defence of the maritime nations ultimately rests with those nations themselves. This sentiment has served as a catalyst to address gaps in individual countries’ defence preparedness and work towards a collective approach to protect against potential changes in US strategy – which has evolved into one of enabling regional stakeholders by providing technology, skills, and assistance, while maintaining dominance through other platforms. This has necessitated a collective defence posture where a more interconnected network, involving Japan, can be more resistant to isolation and coercion.

Energy & Economics
Chinese Yuan on the map of South America. Trade between China and Latin American countries, economy and investment

Ahead of the curve: Why the EU and US risk falling behind China in Latin America

by Ángel Melguizo , Margaret Myers

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском As Beijing’s investment approach to Latin America focuses on industries of strategic importance, the EU and US will need to contend with growing Chinese competition China is pouring less foreign direct investment (FDI) into Latin America. But while this may seem like a sign of Beijing’s disinterest in the region, data suggests that Chinese companies are simply recalibrating, not retreating. In doing so, they are becoming important players in sectors key to Western interests: critical minerals, fintech, electric vehicles, and green energy. While the European Union and the United States have long been top investors in Latin America, increased competition with Chinese investment now jeopardises their interests in the Latin American industries that will become most crucial to the digital and green transitions. The number of Chinese projects in Latin America grew by 33 per cent from 2018-2023, compared with the previous five-year period of 2013-2017, even as the total value declined. In other words, Chinese companies are making more investments in the region but are pursuing smaller-scale projects on average. These investments are also more focused on what China calls “new infrastructure“ (新基建), a term which encompasses telecommunications, fintech, renewable energy, and other innovation-related industries. In 2022, 60 per cent of China’s investments were in these frontier sectors, a key economic priority for the country. Beijing also views smaller projects in these industries as incurring less operational and reputational risk, especially compared to some of the large-scale infrastructure investment projects often associated with the Belt and Road initiative. Like China, the investment priorities of the G7 grouping – particularly the US and the EU – are centring on critical minerals, fintech, electric vehicles, and green energy as they aim to grow and reinforce existing economic and political partnerships in Latin America. However, both the US and the EU risk falling short of China’s investment strategy in the region. The US has signalled want for greater economic engagement with the region, especially in sectors of strategic interest. However, to date, US efforts to compete with China remain largely focused on building US domestic capacity in these strategic sectors, even as some US companies, such as Intel, are increasingly focused on including regional partners in their supply chains. Some see opportunity for Latin America in Joe Biden’s landmark legislation, the Inflation Reduction Act (IRA), which is aimed at incentivising the energy transition while also de-risking critical supply chains. For example, certain countries in the region may benefit from preferential market access for their lithium or other key inputs to new energy and technology supply chains. However, the reach of the IRA – which remains a largely domestic policy – does not stretch as far as China’s current investment reshuffle. The Americas Act, announced by members of Congress in March could generate promising new investment opportunities for the region, as it encourages US companies and others to move their operations out of China, to which Latin America stands as a promising replacement. But Americas Act reshoring would primarily incentivise textiles and potentially medical equipment manufacturing, with less overall focus on the range of “new infrastructure” industries that China is prioritising. Chinese interests in information and communication technologies reveal a similar story. While the US has focused its policy on 5G equipment sales, China is undertaking a process of vertical integration in Latin American tech sectors that will dramatically boost its competitiveness. For instance, Chinese company Huawei is rapidly expanding its focus to include data centres, cloud computing, cybersecurity, and other services, especially in Argentina, Brazil, Chile, Colombia, Mexico, and Peru. (Computing accounted for a sizable 41 per cent of total Chinese information technology investment in the region between 2018 and the first half of 2023.) At the same time, Global Gateway, the EU’s proposal for a global investment initiative is yet to reach its potential in the region. Brussels is looking to be Latin America’s partner of choice by building local capacity for making batteries and final products like electric vehicles, as European Commission president Ursula von der Leyen noted last year. Yet even as the EU signals renewed commitment, China is becoming increasingly dominant in the electric vehicle market in Latin America and other regions. China surpassed the US in electric vehicle sales in 2023, with Chinese companies accounting for 45 per cent of total global sales and three times that of Germany’s. What is more, China has invested $11 billion in lithium extraction in the region since 2018, as part of a bid to control a third of global lithium-mine production capacity. Meanwhile the EU has secured some access to lithium as part of trade deals with Chile, alongside other nations, but this pales in comparison to what will be required to fuel the future of EU battery production. Latin America as a whole accounts for an estimated 60 per cent of the world’s lithium reserves. Based on its current levels of engagement in the region, the EU risks falling short of lithium, stalling its battery production and subsequently, its electric vehicle sales, just as China advances in this field. The window is closing for the EU, the US, and other partners looking to both maintain market share and compete with China in these Latin American industries, despite still-high rates of US and EU investment in and trade with the region. Indeed, US automakers increasingly see Chinese competition across the globe as an “extinction-level event.” Ensuring competitiveness in “new infrastructure” and related sectors will require a continuous commitment by partners to building and supporting project pipelines, and to delivering products and services at price points that can compete with China’s subsidised offerings. Both the EU and the US remain critical economic partners for Latin America and are contributing in ways that China is not. Still, complacency risks allowing China to take the lead in emerging industries in the region, some of which weigh heavily in the EU’s green and digital transformation. To protect their own future industries, the EU and the US need to first take a longer look at Latin America’s – especially as China vies for a dominant position.

Defense & Security
Australian flag and South Korean flag

Press Conference, Melbourne. Australia-Republic of Korea 2+2 Foreign And Defence Ministers’ Meeting

by Richard Marles , Cho Tae-Yul , Penny Wong

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Joint transcript with: The Hon Richard Marles MP, Deputy Prime Minister and Minister for Defence Subjects: Australia-Republic of Korea 2+2 Foreign And Defence Ministers’ Meeting; AUKUS Pillar Two; Hanwha bid for Austal; foreign interference; Korean peninsula security. 01 May 2024 Deputy Prime Minister, Richard Marles: Well, welcome everyone. Today, the Minister for Foreign Affairs and I have had the pleasure of being able to welcome Minister Cho and Minister Shin, the Foreign Minister and the Defense Minister of South Korea to a 2+2 with Australia. In December of 2022, the Republic of Korea released its Indo-Pacific Strategy. And it described an assessment of the region and a response to it, which represented Korea looking to take its place in the region and the world. That is remarkably similar to the assessment that we made a few months later in the Defence Strategic Review. And it speaks to the fact that both Korea and Australia have a close strategic alignment and a shared vision about our place in the region and the world. And what was immediately obvious from that moment was the opportunity to take the relationship between our two countries to the next level. And today's 2+2 is very much an expression of that. We are seeing increased engagement between our two countries across the board. We are certainly seeing that in the realm of defence. Last year, Korea had its largest participation in Exercise Talisman Sabre, which is our major bilateral defence exercise. This year, we will see more Korean engagement in Exercise Pitch Black, Exercise Kakadu, Exercise Southern Jackaroo and we are very appreciative of Korea’s participation in those exercises, as we are in the way in which Korea and Australia are working together to uphold the rules-based order within our region and in fact, within the world. Both countries, as we've discussed today, are playing our part in supporting Ukraine in its resistance of the appalling aggression that is being forced upon it by Russia. We are working very closely together within our region to uphold the global rules-based order here as well, and that's seen in a greater engagement that both of us are doing with the countries of the Pacific and the countries of southeast Asia. We are particularly aware of the efforts that have been put in place for Korea to build its relationship with Japan and we see this as a very, very positive step forward in the strategic landscape of the region, and represents a huge opportunity for Australia to engage with both Korea and Japan. Finally, in respect of defence industry, we are seeing a blossoming of the relationship between our two countries in respect of defence industry. Yesterday, Minister Shin and I visited Hanwha's facility in Geelong, which is building for the Australian Army both the Huntsman and the Redback, which will be very central to our capabilities for the Army. But we're also very hopeful that these platforms represent an opportunity for greater industrial activity there, where we can see export to the world. Across the board, this is a relationship which is going to a new place, a place which is much deeper and much closer and we are very, very grateful for the presence of Minister Cho and Minister Shin in Australia today and we've really enjoyed the meeting that we've had this morning. Republic of Korea Minister of Foreign Affairs, Cho Tae-Yul: [spoken in Korean] Good afternoon, ladies and gentleman. I am Cho Tae-Yul, Minister of Foreign Affairs of the Republic of Korea. I am grateful for the successful organisation of the sixth Republic of Korea-Australia 2+2 Foreign and Defence Minister’s Meeting and I extend my deepest thanks to Mr Richard Marles and Ms Penny Wong for the warm welcome toward our delegations. It is with great pleasure that I make my first visit as Minister of Foreign Affairs to Australia to, our esteemed regional partner. Together with Mr Shin Won-sik, Minister of National Defense. During the first day of our visit on the 29th of April we paid tribute to the enduring legacy of 17,000 Australian veterans at the Australian National Museum Korean War Memorial in Canberra, commemorating their profound sacrifices for peace. The sacrifices of Australian veterans have laid a solid foundation for the prosperity of our relationship and on behalf of the Korean Government and people, I’d like to express heartfelt gratidude to the Australian veterans for their unwavering dedication. Today’s meeting holds significant importance as it is the first gathering of its kind following the installation of our current governments and Korea’s announcement of our Indo-Pacific Strategy. This occasion is further distinguished by its location in Melbourne, a symbol of our robust cooperation in defence industry. The Ministers of the two countries engaged in extensive discussions aimed at deepening strategic cooperation and communication, reinforcing our shared vision at both regional and global levels. Both parties recognise each other as pivotal partners in the realisation of our respective Indo-Pacific strategies, and as likeminded nations agreed to enhance our cooperation at bilateral, unilateral and multilateral levels. We acknowledge the remarkable progress in our bilateral cooperation with national defence and defence industries, highlighted by the signing of a contract for the delivery of Redback IFVs and the participation of Korean military personnel in Exercise Talisman Sabre and we said that we will be strengthening our cooperation into the future. In the realms of cyber and maritime security, we agreed to collaborate in blocking North Korea’s access to funding for illicit nuclear and missile developments, and to thwart illegal activities such as arms trading between Russia and North Korea. Our Australian counterparts have expressed their steadfast support for enhancing the human rights of North Koreans and for our policies aimed at reunification. Furthermore, we resolved to continue our close collaboration with ASEAN and the Pacific regions which hold great significance for both our countries. We will also expand our cooperative efforts for comprehensive security in cyber and maritime security, as well as economic security and climate change. I am confident today’s meeting will mark a significant milestone in strengthening our partnership built on the shared foundations of liberal democracy and mutual trust, and will further our commitment to a rules-based regional and global order. Foreign Minister, Senator Penny Wong: Thank you very much. Can I first express my deep appreciation to Minister Cho and Defense Minister Shin for their travel to Australia for this Foreign and Defence Ministers’ 2+2 meeting. We appreciate you coming to Australia and we have deeply enjoyed the dialogue this morning. This is the first 2+2 for us Ministers. We recognise that this dialogue is a cornerstone of our comprehensive strategic partnership with Korea. Can I start by appreciating the Minister's acknowledgement of the role that Australia and Australian veterans have played in this bilateral relationship. We thank you for honouring those Australians who have served. It is a testament to the historic strength of our relationship. But more importantly, today, what we focus on is the increasing strategic and economic convergence that exists between our two nations. And the focus of our meeting was how to translate that convergence that the Deputy Prime Minister and Foreign Minister Cho have articulated, how we translate that convergence into tangible and practical actions in southeast Asia, in the Pacific and more broadly in terms of our cooperation in in the Indo-Pacific. We are very interested not only in increasing our cooperation and our engagement in defence industries, but also in increasing our collaboration diplomatically and economically. I make note, as Foreign Minister Cho did, of our collective condemnation of North Korea's continue provocative, destabilising activities and we will continue to work together to ensure that this risk and threat to our collective security continues to be met in solidarity between our countries and other countries of the world. As you will see from the joint statement when it is released, discussed a range of other matters, including the Middle East, where we shared our perspectives. I thank, again, my counterpart, the Foreign Minister for his engagement. We were an early call for him and we appreciate it. And we appreciate the efforts that the Ministers have made in coming to Australia for this very important 2+2. Republic of Korea Minister of National Defense, Shin Won-Sik: [spoken in Korean] Good afternoon, I am Shin Won-sik, Minister of National Defense of the Republic of Korea. First of all, I would like to express my deepest appreciation to Mr Richard Marles, Deputy Prime Minister and Ms Penny Wong, Minister of Foreign Affairs for the warm reception of our delegations. We are externally grateful for the noble sacrifices made by the 17,000 Australians during the Korean War who fought for freedom and peace in our country. On behalf of our people, thank you. During the ROK-Australia Foreign and Defence Ministers’ Meeting we engaged in extensive discussions on a range of issues concerning the Korean peninsula, Indo-Pacific region and boarder global foreign affairs and defence matters and reaffirmed our commitment to further develop our bilateral future oriented relationships. Firstly, we agreed to continue enhancing our mutual and beneficial partnership in defence industry. It is with great pleasure that I know a Korean company was selected in Australia’s next generation Infantry Fighting Vehicle project, valued at $250 million USD. This follows the successful collaboration on the self-propelled artillery project in 2021. Yesterday, the Deputy Prime Minister, Mr Marles, and I visited the construction site of a Korean company in Geelong where we witnessed firsthand our flourishing bilateral cooperation in the defence industry. This collaboration is set to not only modernise Australia’s military capabilities, but also stimulate the local economy and strengthen the strategic solidarity between our nations. Secondly, we agreed to enhance our joint military training to improve interoperability and foster conditions for regional peace and stability. Last year, a significant contingent of Korean armed forces participated in Exercise Talisman Sabre, yielding fruitful outcomes. This year, the Australian military took part in Korea’s Freedom Shield exercises, as a member of United Nations command, enhancing its capabilities for joint operations. We are committed to continuing these joint exercises in various forms and further elevating the level of cooperation between our armed forces. Thirdly, recognising the importance of building trust in our national defence and defence industry partnership, we agreed to expand human exchanges among defence related organisations. Republic of Korea and Australia, as key strategic partners in the Indo-Pacific region, share profound strategic views and interests. We will build on the achievements of today’s meeting and collaborate earnestly for the peace and stability of the Korean peninsula, Indo-Pacific region and the international community as a whole. Speaker: Questions? Journalist: South Korean Minister for National Defence, Shin Won-sik, there's been speculation about countries like South Korea joining the AUKUS Defence technology. Did you discuss this today? And does South Korea believe that it could engage in useful cooperation under Pillar Two of AUKUS? And Minister Marles, Hanwha has made a bid for Austal. Was this big discussion discussed in your meetings over recent days? And would such a bid likely be permitted under the new foreign investment framework being unveiled by the government today? Defence Minister Shin: [spoken in Korean] The Korean government, to enhance the regional peace, we support the AUKUS Pillar Two activities, and we do welcome that AUKUS members are considering Korea as the AUKUS Pillar Two partner. Korea's defence science and technology capabilities will contribute to the peace and stability of the development of AUKUS Pillar Two and the regional peace. And during today's meeting, we also discussed the possibility of partnering with AUKUS Pillar Two. Thank you. Deputy Prime Minister Marles: So, perhaps I might address both issues in relation to AUKUS Pillar Two. And we did discuss this both yesterday and today. AUKUS, as you know, is a technology-sharing agreement. It's not a security alliance. And Korea is obviously a country with deeply impressive technology, where we do have shared values, where we have strategic alignment, where we engage closely together. We already engage closely together in relation to technology. So, as AUKUS Pillar Two develops, I think there will be opportunities in the future, and we're seeing that play out in relation to Japan as well and we talked about that. In respect of Austal. Look, ultimately, this is a matter for Austal. They are a private company. From the government's perspective, we don't have any concern about Hanwha moving in this direction. We have identified Austal as a strategic shipbuilder for Australia in WA. Wherever Austal goes, whatever it does, there will obviously need to be security arrangements put in place in respect of sensitive technologies and intellectual property that would have to be managed no matter what the future of Austal. And were there anything that were to transpire in relation to Hanwa that would need to be managed in that context as well. But fundamentally, this is a matter for Austal as a private company. Journalist: And to Foreign Minister Wong. Australian officials have confirmed that India’s government was behind the nest of spies the Director General of Security described in 2021. Should Australians in the diaspora community be concerned about Indian government surveillance? And what message does the Australian government have to the Indian government about the acceptability of these activities and to Foreign Affairs Minister Cho Tae-Yul, the ABC has today reported South Korea is one of the friendly countries with a good relationship with Australia, which nonetheless engages in espionage here. Has there ever been a point of tension between the two countries, or are there clear shared understandings about the operation of intelligence agents in both countries? Foreign Minister Wong: Well, you would be unsurprised to hear me respond that we don't comment on intelligence matters. But at a level of principle about the democracy, I think you would have heard me and other Ministers on many occasions assert the importance of our democratic principles, assert the importance of ensuring that we maintain the resilience of our democracy, including in the face of any suggestion of foreign interference, and we have laws to deal with that. And to continue to say that we deeply value the multicultural fabric of the Australian community. It is a strength and we welcome people's continued engagement in our democracy. Foreign Minister Cho: [spoken in Korean] In regards to your question, I haven't heard anything and I am not sure against which context you are asking this question, so I have nothing to answer to that question. Journalist: Thank you. Minister Cho, you've both spoken today about the tensions across the Korean peninsula. These aren't always discussed when we're talking about issues like defence arrangements in the Pacific and the AUKUS deal as such. Why do you believe that close-knit ties with Australia in defence and these types of engagement is something that does have an impact on that relationship? Foreign Minister Cho: [spoken in Korean] Korea's security focuses on the North Korea's threat, but it's not the only focus. But as you can see, there's huge geopolitical changes taking place and the security in the Indo-Pacific region is closely linked to the security of other regions of the globe. So, we live in such a geopolitical era and Russia and North Korea are cooperating in the Ukraine war. And it shows that the Indo-Pacific region’s security is closely linked to the security of Europe as well. So, Korea's security is closely linked with Australia's security, and that's the world we live in. So, against the context of Indo-Pacific region and from the regional point of view, Australia and Korea share a lot of values and it's very good, not only in terms of economy, but also in security for our two countries to cooperate. So, in that context, we discussed the security partnerships between our two countries. Foreign Minister Wong: I might just add to that, if I may, Richard, that I think history shows us that what happens in the Korean peninsula matters to the security and stability of our region. We have no doubt that North Korea's destabilising, provocative, escalatory actions are contrary, are a threat to international peace and security, as well as to the peace and security of the ROK. We see it as very important that the international community exert and assert as much pressure as possible on the DPRK, including in relation to the regime of sanctions. And as Foreign Minister Cho has said, the actions of Russia in undermining that - those sanctions, in undermining the isolation of the DPRK, in participating in the provision of materiel, in contravention of UN resolutions and sanctions, is destabilising and undermines peace and security for the whole of the globe. And so I think it is important for us to continue not only to express solidarity with the Republic of Korea in the face of this aggression but also to call out Russia's behaviour as irresponsible and destabilising. Journalist: And Minister Wong, you touched on the reports of espionage before - Foreign Minister Wong: No, I was asked about them and I said we don't comment on intelligence matters. Journalist: Sure, I understand that that's the general principle on these matters, but given Australia's close-knit ties with India in the situation of the Quad, as a general principle, could I ask you, do you believe Australia would feel empowered enough to be forthright in raising concerns of these nations with the Indian government if they did it right? Foreign Minister Wong: Well, again, say we don't comment on intelligence matters, but as a matter of general principles, Australia remains consistent to our interests and to our values in all of our engagements. Speaker: Great. Thank you very much.

Defense & Security
China, USA and Iran Flags

Iran’s Strategies in Response To Changes in US-China Relations

by Sara Bazoobandi

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Bazoobandi, S. Iran’s Strategies in Response to Changes in US-China Relations. Middle East Policy. 2024;31:120–132. https://doi.org/10.1111/mepo.12727 Abstract The dynamics of the relationship between the United States and China have been shifting. This has prompted changes in strategic calculus and policy adoption by the friends and foes of each side. Iran, given its decades-long links with China, has made several. First, it has deepened its ties with the Asian power beyond collaboration in business and trade. Second, it has revised its policies in the Gulf region to be a part of what it sees as China's network of influence, hoping to better position itself in a multilateral global order. Third, it has been seeking opportunities to project power through showing off its military capabilities in Ukraine. This article examines these strategic responses and concludes that Iran has been pursuing an agenda in line with the world vision of its senior leaders. The end goal for Tehran is to gain more power and relevance in the global strategic calculus. This analysis is part of a special issue examining the responses of Gulf countries to rising Sino-American competition, edited by Andrea Ghiselli, Anoushiravan Ehteshami, and Enrico Fardella. Over the past decade, the relationship between China and United States has been going through fundamental changes.1 “Engagement, cooperation, and convergence,” previous pillars of the ties between the world's largest economic powerhouses, have been replaced by the trade war between Beijing and Washington.2 These changes have influenced strategic choices made by states around the world, including Iran. The country has increased its commercial ties with China, which has been instrumental in Tehran's efforts to circumvent US sanctions and maintain the regime's financial bloodline. As a result, China has remained Iran's largest trade partner for more than a decade.3 The Islamic Republic perceives the changes in US-China relations as a sign of US decline and foresees the end of unipolarity in the global system. This has emboldened Tehran's attempt to pursue three main strategies: deepen its ties with China, revise its policies in the Gulf region, and project power through showing off its military capabilities in Ukraine. This article analyzes Tehran's strategic calculus in pursuing these strategies. It aims to provide a holistic understanding of Iran's vision for a multipolar world system that the country's senior leaders sense as increasingly viable. The article starts with a brief review of the expansion and strengthening of Iran-China ties, which has undoubtedly been crucial in Iran's economic survival. This section underscores that in addition to economic hardship, the changing dynamics between Beijing and Washington, combined with Iran's ideological framework of the “new world order” and the regional struggle over the balance of power, have influenced Iran's relations with China. In 2022, Iran's supreme leader, its most senior political figure, stated: “The world is on the threshold of a new world order” in which “the United States is becoming weaker day by day.”4 The analysis indicates that Iran sees this as the starting point for the emergence of a multipolar order, in which the global clout of non-Western powers such as China and Russia is on the rise. By expanding and strengthening its ties with China, Iran is aiming to align itself with the leading global powers that are both deemed to be trustworthy by the senior political leaders and expected to emerge as stronger than the United States. The second section focuses on the impact of US-China relations on Iran's strategy toward the Gulf Cooperation Council (GCC) countries. China has been visibly increasing its involvement in the Gulf region. Trade and investment levels have been rising, and both sides have indicated their intentions to boost their strategic partnership. The United States has for several decades played the role of the security guarantor of the Arab nations in the Gulf. Given Iran's perception of America's weakening, navigating these regional dynamics, particularly the strengthening of GCC-China ties, has influenced Tehran's strategy in the region. The article argues that Iran is seeking to improve ties with the GCC, in line with its strategy of expanding relations with China as a non-Western power in an emerging global multipolar system. For example, the consolidation of the ties between China and the GCC has motivated Iran to shift its hostile approach toward some member states, particularly Saudi Arabia. This section provides an overview of the Gulf-China partnership in light of changing relations between Washington and Beijing. It aims to provide a better understanding of how Iran's strategies have been shaped by its perception of the shifting dynamics among the Western and non-Western powers in this region. Next, the article investigates the impact of US-China relations on the ties between Tehran and Moscow, given the perception of Iran's senior leaders of American decline and their determination to gain more significance in the global order. Russia and China's mutual desire to redefine the normative principles of the international order has strengthened their cooperation in various areas, including military, energy, and finance.5 Their interest in pushing against the US-led, liberal global system has motivated them to form networks of partnership with like-minded states across the world.6 They have used international platforms and frameworks to promote their visions and constrain the West.7 Unlike the Western powers, both China and Russia seem to have been able to navigate Iran's complex and ideology-oriented political system.8 As a result, Tehran has been inspired to pursue strategies that share Moscow and Beijing's vision for the world order, and to seek to establish itself as a more powerful global player.9 The final section examines the influence of the visions and ideologies of Iran's political leaders on the country's strategic direction. It argues that Iran's quest for power projection is its main response to the changing US-China relationship. This shift has prompted Iran's leaders to seek ways to pursue the “resistance strategy” beyond its traditional realm of influence in its immediate neighboring region. As part of this, Russia's war in Ukraine has offered Iran the opportunity to project power through military collaboration. This article concludes that Iran's strategic response to the changing relationship between Beijing and Washington is based on anticipation of the decline of US hegemony and aimed at claiming a powerful position in the new world order. Iran's aspiration to increase its relevance and strength in the global and regional strategic calculus is reflected in official government documents that highlight the regime's vision. “The Islamic Iranian Progress Model” and the declaration of “The Second Phase of the Revolution” by Iran's supreme leader provide an outline of the regime's vision, which includes economic and political independence from the West and resistance against global imperialism.10 Against this backdrop, the analysis concludes that this ideological framework, built around the notion of American decline and the emergence of a new global order, has been Iran's main strategic response to the changes between the superpowers and the most effective driving force for Tehran's policies toward China, the GCC, and Russia. The study uses qualitative analysis to trace the processes of policy formation, considering states’ visions and ideologies, as well as regional and global events. It employs a variety of sources, including academic literature, news articles, and government websites. CHINA-IRAN RELATIONS: AN OVERVIEW The need to build and strengthen links with the world's strongest non-Western economic powerhouse, particularly in times of harsh US-led economic sanctions, has driven Iran's relations with China. Other factors have influenced the development of non-economic aspects of Tehran-Beijing ties, including the changing dynamics between Beijing and Washington, domestic ideological frameworks, global and regional balance-of-power struggles, and domestic dissent. Iran's relations with China began before the Islamic Revolution of 1979. Despite the country's “no East, no West” slogan that marked its policies in the early years after the revolution, the regime has consistently maintained its ties with China.11 The presidency of Mahmoud Ahmadinejad was a significant period for the bilateral relationship, and it was considered the starting point of Iran's “Asianization” era. During that period, Tehran accelerated its nuclear program and reactivated the anti-West narrative.12 Since then, China has wavered between promoting a diplomatic solution to Iran's nuclear file, supporting a decision by the International Atomic Energy Agency (IAEA) in 2006 to refer the file to the United Nations Security Council, and helping Iran in its efforts to circumvent sanctions. The two countries began a nuclear-cooperation agreement in the early 1990s, which quickly ended under US pressure. In 2006, China agreed with IAEA's decision to refer Iran's file to the Security Council. This was a turning point in the decades-long nuclear dispute. Between 2006 and 2010, China agreed to Security Council resolutions that led to increasing economic pressure on Iran through international sanctions. Despite that, during the Ahmadinejad presidency, bilateral trade between Iran and China increased from $10 billion to $43 billion. This was a clear signal of their cooperation to bypass the sanctions, which at times had negative consequences for China and for globally recognized Chinese businesses, such as Huawei. Such strengthening of Iran's relations with the East (non-Western great powers) was largely influenced by the personal views and foreign-relations goals of the country's supreme leader, Ayatollah Ali Khamenei.13 In recent years, he has openly driven the strategy of strengthening ties with China, publicly declaring Beijing a trustworthy partner and explicitly stating that the Islamic Republic will never forget its support in bypassing the sanctions.14 Following Khamenei's guidance for closer ties with China, President Ebrahim Raisi has in recent years described “the friendship” between the two countries as based on mutual respect and trust.15 Such political language indicates a long-lasting and perhaps all-encompassing commitment to maintain and expand ties with China. In response, the Iranian regime has received Beijing's support beyond the bypassing of sanctions. For example, despite the concern raised by other regional players, particularly GCC members, China supported terminating the arms embargo on Iran in 2020.16 This, in theory, allows Iran to purchase weapons and upgrade its military armaments.17 A year later, in March 2021, the two countries announced a comprehensive strategic partnership aimed at strengthening bilateral relations in energy and the economy, as well as cybersecurity and the military.18 Not much detail is available on the agreement, which Khamenei described as a wise decision, and its implementation.19 China has been Iran's most important trade partner for more than a decade.20 Before the US withdrawal from the nuclear agreement in 2018, Tehran had hoped to benefit more from freer trade and investment by both the Asian power and Europe. In 2015, Iranian officials announced plans to rebuild relations with Europe and expand ties with China.21 However, the calculus changed with President Donald Trump's decision to impose a maximum pressure campaign on Iran. Despite European and Asian leaders’ initial disagreement with the US decision, European firms quickly responded by ceasing business with Iran.22 The Chinese banking system also limited the scope of its operations with the country.23 This has posed a major challenge to all aspects of bilateral trade and investment. Undoubtedly, the Chinese business and economic collaboration promised by the framework of the comprehensive strategic partnership was affected by American pressure. Considering its location, Iran has the potential to be a valuable element of Chinese economic initiatives like the Belt and Road Initiative (BRI).24 Hacked documents obtained from the Centre for Strategic Studies, a research entity within the Office of the President of Iran, revealed that Raisi has officially ordered the Foreign Ministry to facilitate economic collaborations with China.25 This reflects the government's desire to turn Iran into a key player in the “Chinese value chain.”26 This expansion of economic ties with China has been challenged by the Western sanctions.27 Consequently, Iran has not been successful in attracting Chinese investment, either in the BRI or other projects. The pressure eased under the Biden administration, which restored some sanctions waivers.28 Iran's oil exports to China, through subterranean methods, have continued to flow relatively steadily. This has benefited both sides, maintaining Iran's vital revenue stream and helping facilitate the import of Chinese goods and services in return for discounted energy.29 Collaboration between Iran and China has expanded into areas such as technological exchange. Beijing's cooperation model is more favorable toward Tehran in comparison to those of the Western governments, as it does not impose values on partners.30 While Western companies have been reluctant to engage with Iran due to sanctions, China has offered technological assistance. This has been, in part, facilitated by China's strategy to develop its technological and scientific industries, civil-military integration, and dual-use technologies through the export of products and standards.31 Iran has also been pursuing strategies to expand its scientific and technological capabilities, driven by the views of its senior political leaders. In his 2006 Persian New Year speech, Khamenei stated, “Knowledge is authority, it is equal to power; whoever finds it can rule; a nation that finds it can rule; a nation that cannot [build its scientific and technological capacities] must prepare itself to be ruled by others.”32 This clearly indicates Iran's motivation and intention. Khamenei has frequently encouraged the country's policy makers to promote strategies that support the “jihad of knowledge.”33 This phrase has gained significance in Iran's strategic planning in recent years, driving the country's efforts to advance its defense and military capacities. Technological assistance in fields such as artificial intelligence (AI) and cybersecurity has been a major area of collaboration between China and Iran.34 For example, the Chinese firm Tiandy, one of the world's leading video-surveillance companies, has been reportedly working with the Iranian government.35 Rising domestic dissent over the past few years may have played a role in advancing this technological collaboration. There is very little public information about the nature of such cooperation. However, technologies accessed through collaboration with Chinese companies have helped Iran spy on its citizens, crack down on protests, and monitor dissidents.36 Trade and business partnerships have dominated the bilateral relationship.37 China has cooperated with Iran to get around sanctions while taking advantage of discounted energy prices.38 At the same time, the two countries have been expanding into other areas, such as technology. The regime in Tehran, heavily influenced by the supreme leader, sees China as the main challenge to US hegemony and is determined to consolidate its ties with Beijing while trying to maximize its power in the global system. The next section explores the changing relationships between Iran and the GCC, analyzing the impact of US-China relations on Tehran's strategies toward its neighbors. US-CHINA RELATIONS AND IRAN'S STRATEGIES IN THE GULF Senior Iranian politicians have frequently stated that they foresee a new international order to replace the US-led unipolar system.39 As the previous section demonstrated, such anticipation has motivated Tehran to maintain close ties with Beijing. This section investigates how Iran's vision of a new world order has prompted the strategy of normalization with the GCC. It examines the regime's understanding of the future Chinese and American roles in the region and how this impacts Tehran's strategy toward its southern neighbors. In the years before the 2023 Iran-Saudi agreement that re-established diplomatic ties between the two countries, the dynamics between Iran and the GCC were predominantly based on “intra-regional threat perceptions and intense mutual securitisation.”40 The deal brokered by China seems to have shifted this formulation. One factor that played a significant role in changing Iran's policies was the advancement of the China-GCC relationship. In 2021, Beijing officials described this as a part of building a “synergy” between the “new development paradigm in China” and “major development strategies” in the region.41 Such statements may well have been perceived by Tehran as indicating Beijing's increasing strategic influence and its pushing back against US involvement in the security structure of the region. This has motivated Iran to be a part of what it sees as a newly emerging realm of influence for China. Further, the normalization of diplomatic ties with Saudi Arabia is anticipated to pave the way for a much needed, yet challenging, “tripartite peace deal between Iran, Saudi Arabia and Houthis”42 that can address one of the most pressing security concerns across the GCC. Iran has long desired a new security structure forged by eradicating US influence and presence. In 2019, the Iranian government proposed the “Hormuz Peace Endeavor” (HOPE), a security-cooperation initiative that would include all of the Gulf's littoral states.43 Motivated by Iran's long-held aspiration to undermine US hegemony, it was presented during the GCC's internal crisis with Qatar, which coincided with the initial stage of the US-China trade war.44 During the long-running hostilities between the GCC and Yemen's Houthi rebels, Washington was not able to offer any meaningful solutions. The Saudi government, disappointed by this inability to protect its security, therefore welcomed the Chinese-backed rapprochement with Iran. As for Tehran, this shift toward Riyadh demonstrates how the perception of US decline and Chinese rise influenced its strategic calculus in relation to the GCC countries. Iran's decision to normalize with the GCC came at a time when policy makers anticipated an increase in China's regional power and saw it as helping fulfill their strategic vision. Collaborations between the GCC and China have convinced Tehran that Beijing is determined to increase its engagement with the region. Iran assumes this will be to the detriment of the United States. Against that backdrop, the Islamic Republic is also motivated to be a member of the newly emerging realm of influence. Over many decades, the GCC countries have had warm relations with the United States, leading to a strong American military presence in the region that has excluded Iran from a position of influence in the Gulf. Iran sees an expansion of China-GCC cooperation as an opportunity to enter China's realm of influence that will, according to its senior leaders, end the US-led global system. Whether Iran's assessment of China's intentions for expanding ties with the GCC is accurate can be debated. Nevertheless, Tehran perceives China's ties with the region to be aimed at creating a new area of influence, one hospitable to its own vision. Moreover, Iran has for a long time perceived high strategic value in its economic ties with China and is hoping to improve such relations with both China and the GCC.45 The Iran-Saudi deal is estimated to boost bilateral trade to $2 billion, and Iran's drive to improve relations with the GCC could similarly be motivated by the prospect of economic gain.46 To highlight the impact of China-US relations on Iran's strategies in the Gulf, it is important to review the development of Beijing's relations with the GCC countries. The most significant aspect has been business and trade cooperation. China has been a net oil importer since 1993.47 The country's reliance on foreign energy has played a crucial role in its policies toward the Gulf's oil-exporting countries. Bilateral trade between China and the GCC increased from $182 billion in 2014 to about $229 billion in 2021, making China the region's largest trading partner.48 This volume has been substantially larger than that of China-Iran trade (about $16 billion in 2022).49 While energy demand has been a key element of bilateral trades with the GCC, business relations have been expanding into other areas, such as infrastructure investment and the exchange of technology, goods, and services. Iran has undoubtedly been envious of this cooperation between China and its southern neighbors. This has induced Tehran's efforts toward normalization in the hope of benefiting from collaboration with both Beijing and the GCC. This is manifested in the comprehensive strategic partnership and other forms of collaboration examined in the previous section. Chinese political leaders have adopted an effective narrative in describing their strategy for engagement with the GCC, emphasizing “equality between countries regardless of their size” and support for their “independent sovereignty.”50 This is aimed at persuading local leaders to see expanding ties with Beijing as “an opportunity to enrich the strategic substance” of the relationships.51 Such a narrative has undoubtedly been well received by Tehran, as it advances multilateralism. Saudi Arabia, until recently considered Iran's most obvious regional rival, has been one of China's most important partners and largest recipient of its investment in the region.52 Tehran sees normalization with a former foe—one becoming an even closer partner of China's—as both strengthening anti-US collaboration in the region and winning for itself a place in a network of partnerships based on equality and independence, as expressed in the Chinese narrative. Being part of such a network will help Tehran position itself better in a multilateral global order. Ultimately, Iran is pursuing its agenda in line with the world vision of its senior leaders, the goal of which is to gain more power and relevance in the global strategic calculus. For decades, the United States was considered a close ally of some of the regional powers. By brokering a deal between Tehran and Riyadh, China has undertaken a role that the United States and Europe have failed to play in recent years. Iran-Saudi normalization came at a time when European policy makers, who have been seeking to facilitate a regional dialogue, failed to achieve any tangible results between Tehran and Riyadh. Indeed, Iran has become skeptical of the EU's potential in resolving regional issues, particularly in the aftermath of Trump's withdrawal from the nuclear deal.53 The Iran-Saudi rapprochement highlighted China's mediation capacity and boosted the country's status among regional leaders. By welcoming Beijing's intervention, Iran sought to demonstrate that the United States and its Western allies can no longer shape regional dynamics. Iran has envisioned a multipolar world order and aspires to play a role in achieving this in the Gulf region. Beijing seems to have successfully managed to convince the regime in Tehran, along with the leaders of the Arab Gulf countries, of its capacity and willingness to support their aspirations. While the Western world has failed to maintain the regional leaders’ trust, China has gained it. These developments have been motivated by the changing relations between Beijing and Washington, which Tehran sees as signaling China's deep strategic influence in the region. Further, it serves Iran's belief in the decline of US power, particularly in the Gulf. THE US-CHINA RIVALRY AND IRAN'S POWER PROJECTION This section analyzes the effects of the changing dynamics between the United States and China on Iran's power-projection strategies. Tehran's perception of the decline of American global power, particularly in the Gulf, has driven Iran to restore ties with its main regional competitor, Saudi Arabia. Regardless of the future of normalization between Tehran and Riyadh, China's mediation indicates Tehran's anticipation of the strategic role the Asian power will play in the Gulf. It has also influenced Iran's power-projection strategies, particularly beyond its traditional realm of influence. Senior Iranian leaders have long seen realism as the main pillar of their relationship with China and Russia.54 More recently, however, Iran has pursued a policy of “looking East,” largely aimed at strengthening relations with those two powers. In 2019, Iran, Russia, and China conducted a naval exercise in the Indian Ocean symbolizing their commitment to breaking down American global unilateralism.55 Undoubtedly, the aims, motives, and extent of the relations among these countries varies. However, the common denominator is their anti-hegemonic sentiments, which have gained significance with the shift in dynamics of US-China relations. The Russian war in Ukraine has provided Iran a chance to project power, demonstrate its military capability, and remain relevant in the international calculus given the changing world order.56 This section argues that anti-hegemonic principles shared among Russian, Chinese, and Iranian political leaders play a significant role in strengthening their relationships, and the Ukraine war is a great opportunity for Iran to pursue its world vision and power-projection aspirations. Russia's overarching global strategy has been focused increasingly on challenging a unipolar system dominated by the United States.57 This has resonated with political ideologies in Tehran and China.58 Iran's supreme leader, who exerts a strong influence over the country's strategic policy making, has frequently emphasized maintaining and expanding “strategic depth” as one of the country's fundamental strategies.59 Moreover, he has expressed his anticipation of a “new world order” and accentuated the significance of “Geography of Resistance.”60 This ideology reflects Tehran's desire for influence in global and regional systems and has played a crucial role in driving the country's power-projection aspirations. Khamenei's use of theological concepts like jihad and resistance indicates his strong anti-hegemonic and anti-West views.61 He sees the West's policies as continuing the historical clash over identity and destiny between the Muslim and non-Muslim worlds. According to this view, Iran is located at the heart of the geography of resistance and is the main powerhouse of the Muslim world.62 Therefore, joining non-Western security and economic initiatives will help Tehran gain a more powerful global position to advance its strategic agenda. The Ukraine war presented Iran with new arenas in which to project power.63 The synergy between the Russian vision, manifested by its invasion, and that of Iran is perceived in Tehran as promising for the new global order. Iran's delivery of hundreds of Shahed-136 drones to Russia has been a clear signal of its determination to collaborate with powers that share its perception.64 In an order in which US power is challenged by China, Iran aspires to advance its ambitions, demonstrate its military capabilities, and gain relevance outside of its traditional realm of influence. The perceptions of Iran's political leaders and their visions for Iran's position in the world system are a driving force behind their strategic decisions.65 Their anticipation of the decline of the West, particularly the United States, is the crucial foundation. Historically, Iran's strategy of building a “Resistance Axis” has been used to project power through “a mix of strategic alliance, security community, and ideational network”66 in the Middle East and North Africa region. The war in Ukraine presented a new arena for this. CONCLUSION The relationship between the United States and China has been going through fundamental changes, prompting strategic responses by Iran on various fronts. Tehran believes American global power is declining while China's is rising. This interpretation has dominated Iran's policies and its envisioned regional and global roles. The senior political leaders in Tehran have been advocating for what they refer to as “the new world order.” This is a multipolar system in which the West, specifically the United States, no longer dominates. Iranian officials perceive the war in Ukraine and the October 7 attacks on Israel as powerful blows to the Americans. Khamenei has referred to the Hamas attacks as the starting point for the formation of a new map in the Middle East based on “de-Americanization.”67 Iran has welcomed these crises and supports the aggressors, with rhetoric based on the notion of resistance to the Western oppression of the Muslim world.68 Iran's understanding of the changing China-US relationship has prompted three strategies. First, the country has been seeking to deepen its ties with the Asian power. The relationship between Iran and China has been formed mainly around trade and business collaborations that have been strengthened by Tehran's efforts to circumvent sanctions. Iran sees China as the main challenge to US hegemony and a key player in fulfilling its envisioned world order. It is therefore determined to consolidate ties with Beijing, along with implementing strategies that can establish a more powerful position for Iran in the global system. Second, Iran has revised its policies in the hope that it can help contribute and be a part of what Tehran perceives as China's new realm of influence in the Gulf region. Iran's envisioned multipolar world system drives its aspirations of making itself more relevant and influential in the regional strategic calculus. Tehran interprets China's engagement in the Gulf as not negating its desired role in the emerging multipolar world. Third, Iran has been seeking to project power by aiding Russia in Ukraine, thus showing off its military capabilities, and forging an anti-Israeli front. These conflicts have presented Iran with new arenas to project influence, within and beyond its traditional regional realm. Tehran understands the synergy between the Russian vision and its own as the most promising for materializing a new global order. This analysis of how the changing US-China relationship is perceived in Tehran is crucial to understanding its strategic calculus and policy choices. In Iran's view, a new global order is emerging because of these shifting dynamics. As US power declines, Iran is seeking every opportunity to emerge as a powerful global player. ACKNOWLEDGMENTS Open access funding enabled and organized by Projekt DEAL. REFERENCES 1 An earlier version of this article was first presented at “The Persian Gulf and the US-China Rivalry,” a roundtable held in Rome on July 6, 2023. That event and this special issue have been sponsored by the ChinaMed Project of the TOChina Hub and the HH Sheikh Nasser al-Mohammad al-Sabah Programme at Durham University. 2 Evan S. Medeiros, “The Changing Fundamentals of US-China Relations,” Washington Quarterly 42, no. 3 (2019): 93–119, https://doi.org/10.1080/0163660X.2019.1666355; Pablo Fajgelbaum et al., “The US-China Trade War and Global Reallocations,” National Bureau of Economic Research, 2021, https://www.nber.org/papers/w29562 3 China Daily, “China Remains Iran’s Largest Trading Partner for 10 Consecutive Years,” 2023, https://global.chinadaily.com.cn/a/202302/16/WS63ee40d8a31057c47ebaf3ee.html 4 Al-Monitor, “Khamenei Urges Iranians to Prepare for ‘New World Order,’” 2022, https://www.al-monitor.com/originals/2022/04/khamenei-urges-iranians-prepare-new-world-order 5 Brett Forrest, Ann M. Simmons, and Chao Deng, “China and Russia Military Cooperation Raises Prospect of New Challenge to American Power,” The Wall Street Journal, 2022, https://www.wsj.com/articles/china-russia-americamilitary-exercises-weapons-war-xi-putin-biden-11641146041; Reuters, “China’s Xi Looks to Strengthen Energy Ties with Russia,” 2022, https://www.reuters.com/business/energy/chinas-xi-looks-strengthen-energy-ties-with-russia-2022-11-29; Mrugank Bhusari and Maia Nikoladze, “Russia and China: Partners in Dedollarization,” Atlantic Council, 2022, https://www.atlanticcouncil.org/blogs/econographics/russia-and-china-partners-in-dedollarization. 6 Gregorio Betizza and David Lewis, “Authoritarian Powers and Norm Contestation in the Liberal International Order: Theorizing the Power Politics of Ideas and Identity,” Journal of Global Security Studies 5, no. 4 (2020): 559–71. 7 Anthea Roberts, Is International Law International? 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Smith, “Russia and Multipolarity since the End of the Cold War,” East European Politics 29, no. 1 (2013): 36–51, https://doi.org/10.1080/21599165.2013.764481; Eugene Rumer, “The Primakov (Not Gerasimov) Doctrine in Action,” Carnagie Endowment for International Peace, 2019, https://carnegieendowment.org/2019/06/05/primakov-notgerasimov-doctrine-in-action-pub-79254; Jolanta Darczewska and Pitor Zochowski, “Active Measures: Russia’s Key Export,” Centre for Eastern Studies, 2017, https://www.osw.waw.pl/sites/default/files/pw_64_ang_activemeasures_net_0.pdf. 58 Tasnim News, “امام خامنه‌ای: امروز جهان در آستانه یک نظم جدید است/ آمریکا در همه چیز از بیست سال قبل ضعیف‌تر شده است [Imam Khamenei: today, the world is beginning a new world order/ America is weaker in every respect than 20 years ago],” Tasnim News, 2022, https://www.tasnimnews.com/fa/news/1401/02/06/2701671; Pang Ruizhi, “China Wants a Multipolar World Order. Can the World Agree?” Think China, 2020, https://www.thinkchina.sg/china-wants-multipolar-world-order-can-world-agree. 59 Sara Bazoobandi, Jens Heibach, and Thomas Richter, “Iran's Foreign Policy Making: Consensus Building or Power Struggle?” British Journal of Middle Eastern Studies, March 16, 2023, 1–24, https://doi.org/10.1080/13530194.2023.2189572; Hamshahri Online, “عمق استراتژیک ایران [Iran's strategic depth],” 2019, https://www.hamshahrionline.ir/news/141615. 60 Al-Monitor, “Khamenei Urges Iranians to Prepare”; Khamenei.ir, “بیانات در دیدار مجمع عالی فرماندهان سپاه,” October 2, 2019, https://farsi.khamenei.ir/speech-content?id=43632. 61 Bazoobandi, “Populism, Jihad, and Economic Resistance”; Bazoobandi, “Re-Revolutionising Iran.” 62 Karim Sadjadpour, “Reading Khamenei: The World View of Iran’s Most Powerful Leader,” Carnegie Endowment for International Peace, 2008, https://carnegieendowment.org/files/sadjadpour_iran_final2.pdf. 63 Robbie Gramer and Amy Mackinnon, “Iran and Russia Are Closer Than Ever Before,” Foreign Policy, 2023, https://foreignpolicy.com/2023/01/05/iran-russia-drones-ukraine-war-military-cooperation. 64 David Brennan, “Shahed-136: The Iranian Drones Aiding Russia’s Assault on Ukraine,” Newsweek, 2022, https://www.newsweek.com/shahed-136-kamikaze-iran-drones-russia-ukraine-1770373. 65 Yahia H. Zoubir, “Algeria and China: Shifts in Political and Military Relations,” Global Policy 14, no. 1 (2023): 58–68, https://doi.org/10.1111/1758-5899.13115. 66 Edward Wastnidge and Simon Mabon, “The Resistance Axis and Regional Order in the Middle East: Nomos, Space, and Normative Alternatives,” British Journal of Middle Eastern Studies, 2023, https://doi.org/10.1080/13530194.2023.2179975. 67 hamenei.ir, “Khamenei's Speech on meeting with Basij Forces [بیانات در دیدار بسیجیان],” 2023, https://farsi.khamenei.ir/speech-content?id=54526. 68 Sara Bazoobandi, “Iran Confident Israel-Hamas Conflict Can Advance Its Geostrategic Position,” Arab Gulf States Institute in Washington, 2023, https://agsiw.org/iran-confident-israel-hamas-conflict-can-advance-its-geostrategic-position.

Diplomacy
Flags of Japan and DPRK

Japan and the Democratic People’s Republic of Korea (DPRK): current diplomatic gamble

by Jesús Aise Sotolongo

한국어로 읽기 Читать на русском Leer en español Gap In Deutsch lesen اقرأ بالعربية Lire en français Japan’s Prime Minister Fumio Kishida, recently stated at the Budget Committee of the House of Representatives of the Diet that “…he strongly feels the need to boldly change the current situation of the ties between Japan and the DPRK,” and “…it is very important that he himself establishes (…) relations with the President of the State Affairs of the DPRK, Kim Jong Un, and continues to make efforts through different channels for this purpose”. Immediately, the KCNA agency released, in response to the statement made by the Japanese Prime Minister, a declaration from Kim Yo Jong, the Deputy Director of the Department of the Central Committee of the Workers’ Party of Korea (WPK). The One in charge of the affairs related to the Republic of Korea and the United States – now it seems also with Japan – commented that she found it noteworthy that the Japanese media have assessed Prime Minister Kishida’s words as “a different position from before” regarding the issue of DPRK-Japan bilateral relations. She added that “there is no reason not to evaluate positively” the words of the Japanese Prime Minister if he shows the “true intention” to move forward the relations between the two countries “by courageously freeing themselves from the shackles of the past”. He added that if Japan abandons its “bad habits” such as unjustly violating the self-defense rights of the DPRK and stops turning the already resolved issue of abductions into an obstacle, there is no reason to prevent a rapprochement between the two countries and the day may come when Kishida visits Pyongyang. She noted that, if Japan opts for a new path to improve relations and approaches the North with “respectful and sincere” behavior, the two countries can create a “new future” together. According to Kim Yo Jong, she made her statements not from an official position, but in a “personal capacity”, something that can be questioned, as she appears as the closest collaborator of her brother Kim Jong Un, and the fact that she holds the high responsibility of being the deputy director of the Department of Propaganda and Agitation of the Central Committee of the WPK, formally requires her to uphold party discipline. The most immediate antecedent to Kim Yo Jong’s remarks was when, earlier this year, as western Japan was recovering from an earthquake that killed more than 200 people and damaged tens of thousands of homes in Niigata Prefecture, the Chairman of the State Affairs of the DPRK, Kim Jong Un, sent a message of “sympathy and condolences” to the Japanese Prime Minister, which was seen as unusual and a conciliatory note, given Pyongyang’s demonstrated animosity towards successive Japanese governments and the systematic messages of grievances sent by the DPRK’s official media. Now, a month later, through Kim Yo Jong, the DPRK sends a new signal that it may be willing to improve relations with Japan. However, many observers view with skepticism the supposed show of commitment towards reconciliation with Japan because, over the decades, events raise suspicious about whether their pronouncements were sincere or not. For well-known historical reasons, the DPRK-Japan relations have never been healthy. Especially, in the last two decades when they have been distinguished by their progressive worsening. Successive administrations, especially those of Shinzo Abe and Yoshihide Suga, have taken the nuclear threat as a pretext for their militaristic ambitions, something that has severely displeased the leadership in Pyongyang. Due to what the North Koreans call “infamous submission” to the US, expressions of disdain from high-ranking officials towards Tokyo are regular occurrences. The most controversial issue revolves around the matter of the abducted Japanese. Although in 2002, coinciding with the first visit to Pyongyang of then-Japanese Prime Minister Junichiro Koizumi, the DPRK and Japan signed a historic agreement committing an early normalization of bilateral relations and leading to the return of five of the abducted Japanese, Tokyo holds Pyongyang responsible for the abduction of 17 Japanese citizens in the 1970s and 1980s, with 12 of them still believed to be in the DPRK. However, Pyongyang admits to having abducted only 13 individuals, claiming to have returned five and stating that the remaining eight had died. What is most unnerving in the eventual Japan-North Korea ties is that Pyongyang assumes the abductee issue as a “settle issue” and Tokyo keeps it as a priority on its political-diplomatic agenda. To date, Japan continues to present the abductees as a premise for talks at any level, while the DPRK considers it as already solved and furthermore, the issue of nuclear weapons and missiles has nothing to do with the improvements of bilateral ties, as Pyongyang considers it as its legitimate self-defense. Japan finds it extremely difficult to accept such conditions. The DPRK’s increasingly sophisticated missiles are constantly being projected into the Sea of Japan and have even flown over Japanese territory. Japan also perceives the possibility that, like South Korea, the DPRK will carry out preventive nuclear strike when it sees signs of real and imminent risk. And, as far as the abduction issue is concerned, all indicates that Japan is not ready to accept that it has been resolved. It is a combination of social forces, forming a critical mass that puts pressure on the Japanese government to act in favor of finding a plausible solution to the abduction issue. In this regard, the Japanese government’s chief spokesman, Yoshimasa Hayashi, stated at a press conference that Japan remains unchanged and “…intends to comprehensively resolve outstanding issues, such as nuclear energy, missiles and abductions”. It is well known that the Japanese Foreign Ministry has repeatedly appealed to its counterparts in friendly countries to the DPRK to make efforts to lead to talks with Pyongyang authorities. It is documented that these efforts have been unsuccessful due to their reluctant stance towards Tokyo. Why is the DPRK rushing to positively assimilate Prime Minister Kishida’s words now? In a previous article, we discussed how at the January 15th, 2024 session of the 14th Supreme People’s Assembly (SPA) of the Democratic People’s Republic of Korea (DPRK), Chairman Kim Jong Un made a decision to sever all ties with the Republic of Korea (ROK), which he called as the “number one hostile country” and indicated to constitutionally endorse a better definition of the border and physically destroy all inter-Korean symbols. We saw that the main thing was to “erase” from the Constitution what he referred to as “inherited concepts” that classify South Koreans as compatriots and likewise, the term unification, removing phrases he assessed as “deceptive” such as “3,000 miles of golden water, rivers and mountains” and “80 million Koreans”, arguing that “…it is correct to specify in the corresponding article [of the Constitution] that the Republic of Korea is firmly considered as the number one hostile country and immutable main enemy”. The above-mentioned contrast with the position that presumably highlights the expectation of an eventual improvement in relations with Tokyo, which has the same status as a major ally of Washington in East Asia, as does Seoul, and which together form a harmonious triangular anti-DPRK alliance. It is notorious that a priority of the DPRK, reinforced in recent times, has always been to fracture the US-ROK-Japan axis. It is convenient to recapitulate that, under the Moon Jae-in and Donald Trump administrations, when Pyongyang – Seoul and Pyongyang – Washington relations exhibited relative understanding and détente, the DPRK furiously attacked the Abe administration, with the same purpose of breaking the alliance. Pyongyang may find it worthwhile to engage with Tokyo under the assumption of forcing open some cracks in the recently strengthened trilateral cooperation between the United States, Japan, and the Republic of Korea. This is because under conservative President Yoon Suk Yeol, South Korea has sought, with the support of the Biden Administration, closer relations, and more stable ties with Japan, including defense and intelligence information exchange, and to a significant extent, has achieved it. However, the Seoul-Tokyo-US convergence suffers from fragility, which is reflected in the appreciable differences over the shared history between South Korea and Japan, and the ongoing disputes with the former colonial ruler over comfort women and forced laborers. In addition, there is US political volatility; in both Seoul and Tokyo there are uncertainties about whether Washington would directly involve itself in a conflagration involving either of them with the DPRK, as well as whether Washington would accommodate South Korea’s nuclear aspirations and unreservedly support Japan’s abandonment of the status of its Armed Forces as self-defense forces. Still, it can be argued that, as risk management and empathy sustainer, Kishida will keep Seoul and Washington abreast of his dealings with Pyongyang. In March, he will visit Seoul and in April, Washington; these would be important indicators of alignment between the trio. Kishida will seek the blessing of the Yoon and Biden administrations, anticipating that Kim Jong Un will move toward a summit that Kishida has so often called for. Washington has moved forward in supporting Japan’s attempts to engage with the DPRK. The ROK and Japan are in close communication on any future Tokyo-Pyongyang dialogue. Meanwhile, South Korea says that any contact between Japan and the DPRK should be conducted in a manner that helps promote peace and stability on the Korean Peninsula. Conclusions We are in the presence of a new diplomatic gamble by the DPRK that illustrates the level of specialization it has reached in managing its complicated relations with the main US allies in East Asia, who, in turn, are perceived as systematically confrontational countries. A straightforward resolution of the outstanding issues for discussion (nuclear weapons, missiles, and abductions) between Kim Jong Un and Fumio Kishida is not to be expected. These are issues on which the DPRK and Japan have diametrically different positions and directly concern the comprehensive strategic security of both countries, including the recurring abduction issue, which is associated with the political gain of any Japanese government. A meeting at the Japan-North Korea summit would be one of the few pleasant surprises to be received in the context of the vicious circle of conflict associated with the DPRK. It would be attractive to see a determined understanding between Pyongyang and Tokyo. It may be foreseeable that a Kim Jong Un - Fumio Kishida meeting will take place, but the past and present history negates any prospect of success. For this to happen, both sides will have to make principled concessions that, if made, will have combined counterproductive political effects. Bibliographic references KCNA. Kim Yo Jong publica declaración con el tema de relaciones Corea-Japón. Disponible en: http://www.kcna.kp/es/article/q/cba25051838d476c95acd451a45ae8a8.kcmsf KBS WORLD Prensa japonesa: Kim Yo Jong busca desestabilizar alianza Seúl. Washington-Tokio. Disponible en: https://world.kbs.co.kr/service/news_view.htm?lang=s&id=In&Seq_Code=88473 Leonardo Estandarte. Corea del Norte-Japón: Kim Yo-jong plantea la hipótesis de la visita de Kishida a Pyongyang. Disponible en: https://www.agenzianova.com/es/news/Corea-del-Norte-Jap%C3%B3n-Kim-Yo-Jong-plantea-la-hip%C3%B3tesis-de-la-visita-de-Kishida-a-Pyongyang/ Kim Yo Jong dice que Corea del Norte está abierta a mejorar sus lazos con Japón. Disponible en: https://reporteasia.com/relaciones-diplomaticas/2024/02/15/kim-yo-jong-corea-del-norte-mejorar-lazos-japon/ Japón califica de inaceptable que Corea del Norte afirme que la cuestión de los secuestros está resuelta- Disponible en: https://www3.nhk.or.jp/nhkworld/es/news/20240216_15/ Jesse Johnson. North Korea-Japan summit push gains steam after remarks by Kim´s sister. Disponible en: https://www.japantimes.co.jp/news/2024/02/16/japan/politics/japan-north-korea-summit-push/ Mitch Shin. Will Kim Jong Un Meet with Japan´s Prime Minister Kishida? Disponible en: https://thediplomat.com/2024/02/will-kim-jong-un-meet-with-japans-prime-minister-kishida/

Diplomacy
China and Taiwan's flag

Is Taiwan a De Facto Sovereign Nation or a Province of the PRC?

by Jeremy E. Powell

It is a running gag among the pro-Taiwan camp that if you were to ask ordinary folks about Taiwan five years earlier, most could not locate Taiwan on a map. At the time, matters relating to China were mainly debates about Donald Trump’s protectionist stance, as relations between Taiwan and China didn’t receive the attention many would warrant in the face of a potential war. However, ever since the outbreak of the coronavirus—now probably having originated from the Wuhan Institute of Virology—and the narrative of a grand alliance between Beijing and Moscow during the war in Ukraine, comparisons have been drawn between the fate of Taiwan and Ukraine. Even though CNN became confused between Taiwan and Thailand a year ago, any mention of Taiwan now will ring the alarm about how the United States can be deprived of semiconductors should it not respond to an imminent threat posed by China. As we move toward 2027, people have been arguing that the US should cease intervening elsewhere to concentrate its ability on defending Taiwan—in other words, Taiwan is the only case worthy of intervention. Unlike Ukraine, the case of Taiwan is more black-and-white as Taiwan stands as a victim of Chinese coercion. Whether on a purely strategic or moral argument, there is a lot of sympathy for Taiwan, regardless of political orientation. Nevertheless, war is still war, and in such a scenario, a confrontation between two superpowers is to be avoided at all costs. Even with nuclear weapons factored out, a clean victory for the US and Taiwan is unlikely due to logistical problems, encirclement, and the high cost of lives. In an interview on Tom Wood’s podcast, Joseph Solis-Mullen argued that the only possible way out is to abide according to the principles of the One China Policy—to lead Taiwan into reunification with China under the People’s Republic of China (PRC). Again, we should oppose a war with China, as it would only deliver catastrophe for the US, China, Taiwan, and likely the other countries surrounding Taiwan regardless of the outcome—though Solis-Mullen did acknowledge that should Taiwan fall under the control of the PRC, human rights in Taiwan will take a sharp turn for the worse. Even though the recent elections haven’t decisively favored the pro–Taiwan independence and anti-PRC Democratic Progressive Party, virtually no Taiwanese identifies himself as Chinese. Even the Kuomintang—the only large party that supports a One China Policy—argues that while Taiwan belongs to China, China is the Republic of China (ROC), not the PRC, and the Kuomintang has recently distanced itself from former president Ma Ying-jeou over comments that reunification is acceptable for Taiwan. After all, by the principle of self-determination and voluntary association (as close as it may get), Taiwan is effectively a country in all but on paper. As far as adherence to the principle of armed neutrality goes, Taiwan shouldn’t receive US arms shipments or a security guarantee (which it has under the Taiwan Relations Act). However, the constraint is that China forces countries that want to establish diplomatic ties with China to adhere to its version of the One China Principle, which stipulates that the legitimate government of China is the PRC. Taiwan, however, can’t move away from the One China Principle but can argue that the ROC is the legitimate government of China. However, the reality is different off-paper where Taiwan is a country. China can coerce countries into either choosing the PRC or the ROC, but it can’t afford to fully coerce everyone. While there’s a strategic side to US-Taiwan relations—given Taiwan’s position in the first island chain—the commercial side is undeniable, thanks to the dominance of the Taiwan Semiconductor Manufacturing Company in the semiconductor industry. In other words, there’s a reason why the so-called Taipei Economic and Cultural Offices (or Taipei Representative Offices) are there as de facto Taiwanese embassies. While there is a strong element of strategy at play, the US need not abolish all ties with Taipei, just arms sales and defense guarantees as neither China nor the US is willing to risk trade relations to a level too deep. While this may trigger alarm bells for people who support Taiwan, chances are that Japan, Australia, and even some Southeast Asian countries would prefer Taiwan to remain as it is. For many of these countries, a takeover of Taiwan means a step further for China to infringe upon their territories and disrupt trade routes. While it didn’t announce whether it would directly intervene, Japan has labeled Taiwan as a matter of national security and has been bolstering its own defense over the fears that the US might not help Japan. With a military persistently known for corruption and now a diplomatic emphasis on softening tensions, Beijing sees war as undesirable as well. As stated before, the world is not as remarkably united and can be separated into three blocs as it was during the Cold War. “Allies” of the US would prefer to delegate their responsibility to defend themselves to the US, even if they can do the job themselves and keep a check on one another. As for how we should see Taiwan, it’s a country that in some cases might be more libertarian than the US (except for conscription). Whether people want to debate the similarities or differences between “acknowledging” and “affirming” the One China Principle, it doesn’t erase the fact that Taiwan for all intents and purposes is a sovereign country.

Diplomacy
President of South Korea Yoon suk yeol with Japan's Prime Minister Fumio Kishida

President Yoon is lauded in West for embracing Japan − in South Korea it fits a conservative agenda that is proving less popular

by Myunghee Lee

When South Korea President Yoon Suk Yeol broke out into an impromptu performance of the song “American Pie” at a gala White House dinner in 2023, it was more than just a musical interlude. It was symbolic of how on the big Indo-Pacific issues of the day, Washington and Seoul are singing from the same songbook. But so, too, is Japan. And for South Korea’s karaoke-loving leader, that means humming a different tune to predecessors on the international stage – and risking hitting a sour note back at home. Yoon, who took office in May 2022, has embraced closer ties with Japan, South Korea’s former colonizer, as part of an alignment with U.S.-led security cooperation in the Indo-Pacific region. It entails a more demanding stance toward North Korea’s denuclearization and a watchful eye on China and its increasing assertiveness in the South China Sea. The approach culminated in a historic Camp David summit in 2023 aimed at solidifying relations between South Korea and Japan. Such rapprochement with Japan has won Yoon plaudits in the U.S. But it has done nothing to improve his popularity back home. In South Korea there is growing disapproval of Yoon’s leadership. Critics point to an illiberal streak in his rhetoric and policies, which has included attacks on his critics and the media. It has, they contend, contributed to a worrying trend of democratic erosion in Korea. Yoon’s poll ratings are sinking at a time when his conservative party seeks control of parliament in elections slated for April 10, 2024. As scholars who study democratization and authoritarian politics and modern Korea, we are watching as these concerns grow in the run-up to the parliamentary elections. That vote will prove a test of the popular support for Yoon, his domestic agenda and his vision for South Korea’s more outward-looking international role. Japan is ‘now our partner’ Yoon struck a raw nerve in an Aug. 15, 2023, speech celebrating National Liberation Day in Korea, in which he affirmed the country’s partnership with neighboring Japan. He said the country’s former colonial occupier is “now our partner, sharing universal values and pursuing common interests,” and emphasized that “as security and economic partners, Korea and Japan will cooperate with a forward-looking approach, contributing to global peace and prosperity.” His remarks were met with public outrage, especially given their timing: National Liberation Day commemorates Korea’s liberation from Japanese colonial rule, which lasted from 1910 to 1945. The Japanese occupation was brutal, simultaneously exploiting Korean women – as evident in the use of so-called “comfort women,” or military sexual slaves – and treating Koreans generally as second-class citizens, all the while pushing obligatory assimilation into Japanese civilization on the occupied population. Attempts by the Japanese colonial regime at erasing a separate Korean identity and culture – this included banning the teaching of the Korean language and coercing Koreans to adopt Japanese names, along with the violent suppression of independence movements – left deep scars on the collective Korean psyche. For many Koreans, watching their country join Japan in a trilateral partnership with the U.S. is too much to accept. Emergence of pro-Japan voices Yoon and his conservative administration’s foreign policy goals are based not on nationalism but on what has been described as “a value-based alliance” with Washington. This stance is at odds with the nationalist focus often seen in the right-wing politics of other countries. Indeed, in South Korea it is the political left that increasingly identifies with a form of nationalism. Meanwhile, the “New Right” in South Korea has correspondingly embraced an anti-nationalist stance, specifically attacking anti-Japanese sentiment. Since the early 2000s, Korean conservatives have increasingly distanced themselves from nationalism, particularly of the anti-Japanese variety. If, as theorists such as Ernest Gellner have argued, modern nationalism is based on the presumed unity of state and nation, political developments in Korea since 1980 have destabilized this relationship. After the bloodshed of the Gwangju Massacre in 1980, during which the state killed hundreds of its own citizens, leftist nationalists argued that the South Korean state was neither the representative or defender of the Korean nation. Rather, they saw the South Korean state’s inheritance of institutions and personnel from the Japanese colonial government, alongside the hegemonic presence of the United States in Korea – characterized as “neocolonial” by some – as diluting the state’s nationalist credentials. In contrast, conservatives defended the South Korean authoritarian state’s legitimacy and its legacies. They argued that authoritarian rule was responsible for the rapid economic growth that allowed South Koreans to live in prosperity. As part of their defense of Korea’s legacy and attack on a political left increasingly identified with nationalism, conservatives embraced an anti-nationalist stance, specifically attacking anti-Japanese rhetoric. This has involved downplaying the negative effects of Japan’s colonial rule in Korea between 1910 and 1945 and even rejecting the validity of Korean comfort women testimonies. One additional motivation for conservatives has been to justify the achievements of right-wing heroes such as former dictator Park Chung Hee. Park, who has been credited with jump-starting Korea’s economic growth, has been castigated by nationalists as a pro-Japanese collaborator due to his having been trained in the Manchurian and Japanese military academies during the 1940s. Starting around the turn of the century, there has been a gradual increase in the frequency and intensity of pro-Japan voices. Far-right organizations, such as the Republic of Korea Mom’s Brigade, have since the 2010s organized rallies in defense of Japanese colonialism. More recently, far-right groups have systematically disrupted so-called Wednesday Demonstrations – a protest that has been continually held for over 30 years in front of the Japanese embassy in Korea to demand that Japan address the comfort women issue. In a 2019 bestselling book, conservatives even attacked anti-Japanese nationalism as a form of “tribalism” on the left. It is in this context of the growing prominence of pro-Japan voices that Yoon, in a 2023 interview with The Washington Post, expressed that he “could not accept the notion that Japan must kneel because of what happened 100 years ago. Attacks on critics and fake news Yoon embodies this reorientation of Korean conservative ideology and foreign policy that rejects nationalism in favor of closer relations with Japan, especially in the context of alignment with the U.S. against the threat of North Korea and China. The approach has seen Yoon embraced by American policymakers. Yet his popularity at home has fallen from an approval rating of above 50% in mid-2022 to 29% at the beginning of February 2024, although it has since picked up a little. At first glance, his foreign policy seems to support liberal and democratic values. However, in domestic matters there has been growing concern that his rhetoric and policies reflect an illiberal character. Examples include labeling his opponents as “communists” and attacks on the media and “fake news.” This is perhaps unsurprising; the nature of Korean conservatism is deeply rooted in authoritarianism. The Biden administration is keen to present Yoon differently – as an ally, along with Japan, in the protection of Asia’s democracies. But this says more about a U.S. foreign policy that centers China as a threat than it does Yoon’s actual commitment to democratic freedoms. To a South Korea audience, however, Yoon’s position on Japan only adds to general concern over his illiberal tendencies ahead of April’s vote – the first general parliamentary elections during Yoon’s tenure. Editor’s note: The article was updated on March 7, 2024 to clarify Park Chung Hee’s World War II record.