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Chinese and Russian aggression against the democracies is likely to grow, the United States might critically weaken, and the EU seems firmly set on pursuing a middle path. Instead of worrying about looking back to the past, leaders in Ottawa, Canberra, and London should embrace the idea and propose a significant deepening of their foreign-policy coordination. This is most definitely not about “getting the band back together,” as one British Conservative member of Parliament greeted a trade talk announcement, but three middle powers building an anti-authoritarian group to resist great-power bullying in the 21st century.

A mini C-3 format would offer the best approach: a summit with follow-up that is both flexible and lightweight enough to get off the ground but with a permanent working group in foreign ministries advancing dossiers and initiatives. As the C-3 are all Commonwealth countries, summits could be timed to coincide with the biennial Commonwealth Heads of Government Meeting, where the leaders of Canada, Australia, and Britain regularly meet anyway.

Drawing both on Britain’s joint initiative with Canada to block Putin attending the G-7 and on Canada’s humiliating experience at the U.N., among this C-3’s first tasks should be to coordinate joint positions inside the U.N., G-7 and G-20. As far as major goals are concerned, this could include supporting any future attempts of Canada to win a seat on the U.N. Security Council and for Australia to formally join the G-7.

This is not about replacing working with the EU or the United States but creating a group for Canada, Australia, and Britain to jointly present tougher anti-authoritarian packages to big powers than had they tried to individually present them alone. The C-3, like the E-3 to the EU, would be complementary to existing Euro-Atlantic bodies.

deeper cooperation between Britain, Canada, and Australia has an image problem

imperial nostalgia or conservative culture politics

too anchored on ethnic fraternity

the idea needs to be decolonized

what about other middle powers? Why not include, say, Japan? This is where two critical principles of international politics come into play: Does your grouping have enough like-mindedness to be able to function and enough load-bearing capacity to get anything done? What Canada, Australia, and Britain are after is mutual geopolitical support; adding members that aren’t willing to offer that risks creating another talking shop like the Franco-German Alliance for Multilateralism. That group, which stretches from Chile to Kazakhstan, lacks the ability to agree on anything of substance—and the power to act on it.

there are simply not a lot of like-minded democracies to go around

Ottawa, Canberra, and London didn’t need each other in a U.S.-led world order or in a relatively benign world without authoritarian superpowers. But that system has decayed. Deep divisions, not just between the Europeans and Donald Trump, but with much of the U.S. national security establishment, are breaking up the old Washington-led ideological West. The common anti-authoritarian frame that once glued together Western foreign policy has come unstuck

In this world, the C-3 is a liberal international, not a nationalist, cause

In January, India also joined the other Quad members and Canada in Sea Dragon, an anti-submarine warfare exercise

New Delhi has also signed agreements with the US and Australia to let them refuel at Indian bases

“They were . . . making the statement that their co-operation with the US and Japanese navies was a reminder to China that if you put pressure on the land borders, you better be prepared to meet us in the naval realm.” 

The Financial Times this week reported that the four countries were developing a strategy to engage in vaccine distribution diplomacy in the Indo-Pacific, as a form of soft power to counter China’s vaccine efforts.

“unrealistic” to see the Quad as a formal military alliance

India publicly insists that the Quad is not aimed at China. Some Indians worry that the US is driving it into an alliance that India does not want.

India can calibrate its co-operation since it was not a US treaty ally, like Australia and Japan. “India can set the pace . . . The more India gets positive, the more expansive the agenda on the security side can become.”

Economic power, location, and access to resources determine how communities can respond to climate impacts. But these factors are shaped by existing global injustices: the history of slavery, colonialism, and imperialism that enriched some countries at the expense of others. Global warming has exacerbated these inequalities, and the climate crisis will lead to new divisions between those who can mitigate its impact and those who cannot.

The climate crisis is the result of the relentless pursuit of private interests by both multinational corporations and powerful countries: Fossil fuel companies seek profit, governments seek energy security, and private investors seek financial security. These pursuits have contributed to the campaigns of climate denialism that have slowed the international response to climate crisis, and that continue to fuel resource and land grabbing in many parts of Africa, Latin America, and Asia.

when short-term shareholder value faces off against the public good—and it often does—the former tends to win out. This mismatch of incentives is itself a fundamental cause of the climate crisis

to mitigate climate change effectively and fairly, the international community needs to broadly redistribute funds across states to respond to inequalities in resilience capacity and the unjust system underpinning them

When refugee flows from non-European countries increased in the second half of the 20th century, many Western powers shifted policy. While some refugees were accepted and resettled, many others were warehoused, detained, or subject to refoulement—forcible return—in violation of the U.N. Convention and Protocol Relating to the Status of Refugees.

The United Nations High Commission for Refugees (UNHCR) has so far refused to grant refugee status—and the protection that comes with it—to the 21.5 million people fleeing their homes as a result of sudden onset weather hazards every year, instead designating them as “environmental migrants.”

climate reparations are better understood as a systemic approach to redistributing resources and changing policies and institutions that have perpetuated harm—rather than a discrete exchange of money or of apologies for past wrongdoing

two distinct but interconnected issues: climate change mitigation, which would aim to minimize displacement; and just climate migration policy, which would respond to the displacement that governments have failed to prevent

The continuation of this status quo will make climate colonialism a near certainty, especially considering recent responses to migration in Europe, Australia, and the United States. Rich Western countries have already responded punitively to migration, holding thousands of migrants in detention centers under horrific conditions and responding with indifference or violence to attempted suicides and protests by the incarcerated for better treatment. Since 2015, European countries have reacted aggressively to the plight of asylum seekers; there is no indication that their response to climate refugees would be any more humane.

A reparatory approach to the climate crisis would require an overhaul of the existing international refugee regime. With this approach, the international community would reject the framing of refugee policy as rescue and rethink the framework that allows states to confine refugees in camps with international approval

In the context of the climate crisis, the West is responsible for more than secondary harms experienced within the international refugee regime. A reparatory approach seeks to understand which harms were committed and how through structural change, those harms can be addressed. A historically informed response to climate migration would force Western states to grapple with their role in creating the climate crisis and rendering parts of the world uninhabitable.

A failure to admit more refugees will accelerate the worst political effects of the climate crisis: fueling the transition of eco-fascism from fringe extremism to ruling ideology. The recognition of rights to movement and resettlement, and a steady liberalization of rich-country border policies fit under a reparatory framework, especially when paired with more sensible mitigation policies. However extreme this renegotiation of state sovereignty and citizenship may seem, it’s nowhere near as extreme as the logical conclusion of the status quo’s violent alternative: mass famine, region-scale armed conflict, and widespread displacement.

press freedom advocacy groups have tracked more than 125 incidents in three days of journalists facing attacks from police and protesters and other press freedom violations, including incidents with foreign journalists from Germany, Britain, and Australia.

By directly acquiring mines, accumulating equity stakes in natural-resource companies, making long-term agreements to buy mines’ current or future production (known as “off-take agreements”), and investing in new projects under development, Chinese firms traded much-needed capital for outright control or influence over large shares of the global production of these resources. Despite China’s slowing growth and a major pullback in its foreign direct investment in other sectors, the government has maintained robust financial support for resource acquisition; mergers and acquisitions in metals and chemicals hit a record high in 2018.

China lacks significant reserves of three resources vital to its tech ambitions: cobalt, platinum-group metals, and lithium. It has successfully employed two strategies to secure control of them. One is driven by China’s state-owned enterprises (SOEs), which use development finance and infrastructure investment to embed themselves in higher-risk countries, establishing close ties with government leaders. The second is investment by state-linked private firms in market-based economies. Both strategies have shown agility and an ability to effectively adapt to local circumstances to achieve the same end.

Chile is home to 57 percent of the world’s known lithium reserves, the world’s largest known concentration, and SQM controls roughly half the country’s production

DRC is home to nearly two-thirds of the world’s cobalt production and half of its known reserves. Those resources are the prime target of investors for the booming battery industry. Over a decade of steady engagement, China has staked out a dominant position by developing strong political ties and investing in production assets and related infrastructure

China’s SOEs and private firms have made at least eight major equity and off-take plays in platinum-group metals in the Bushveld Complex. Such investments in South Africa’s highly concentrated and strategic resource deposits have helped make metals the country’s leading source of export growth, with nearly 50 percent of its metal exports going to China—tying South Africa’s economic welfare directly to Chinese investment.

the three countries where nearly 90 percent of global lithium production and more than three-quarters of the world’s known lithium reserves are located: Chile, Argentina, and Australia. In just six years, China has come to dominate the global market: More than 59 percent of the world’s lithium resources are now under its control or influence

China now owns or has influence over half of the DRC’s cobalt production, and has a massive stake in its mining industry. Six months ahead of the presidential elections, the event also sent a strong message to candidates about China’s deep investment in copper and cobalt mining—which constitutes 80 percent of the DRC’s export revenue and thousands of jobs—and its capacity to influence the future of the DRC’s economy

Natural resources are abundant in China; it is the No. 1 producer and processor of at least ten critical minerals and metals that are essential to high-tech industries and upon which China’s commercial and strategic competitors depend. To reinforce its strength, Chinese firms are acquiring mines and output from the next-largest producers and reserves, giving China both an economic edge in the next high-tech industrial revolution and increasing geopolitical power.

In a cash-strapped industry, Chinese firms are financing mine expansion and new development in exchange for a guaranteed supply of lithium in both mature and emerging markets. In Argentina, where President Mauricio Macri is eliminating mineral export taxes, reducing corporate tax rates, and allowing profit repatriation, China is establishing a dominant position in the nascent sector with “streaming deals,” which provide development capital in exchange for future lithium yields to help projects get off the ground. Chinese firms, led by Ganfeng, have stakes in 41 percent of the country’s major planned projects that account for 37 percent of Argentina’s reserves. This raw-material strategy is already coming to fruition: Lithium export volumes from Argentina to China rose nearly fourfold from 2015 to 2017, and China has secured access to the country's lithium for the longer term.

This same strategy, combined with asset acquisition, has also been successful in Australia, whose proximity to China, significant lithium reserves, and broad political support for mining investment have attracted Chinese investment. Tianqi and Ganfeng have established stakes in 91 percent of the lithium mining projects underway and 75 percent of the country’s reserves, including some of the world’s largest.

Though the final agreement included restrictions on Tianqi’s board and committee participation and its access to SQM’s sensitive data, Tianqi’s equity position still confers considerable influence over SQM.

Perhaps the best-known example both of China’s natural-resource dominance and its willingness to exploit it is rare-earth elements, a group of 17 elements that (despite their name) are commonly found, but rarely in concentrations that can be economically extracted. They are important materials for the defense, aerospace, electronics, and renewable energy industries. Over the past two decades China has produced more than 80 percent of the world’s production of rare-earth elements and processed chemicals. In 2010 it cut off exports to Japan amid rising tensions over the East China Sea, and the following year it imposed export quotas that threw governments and manufacturers into a panic. But with the exception of Japan, the attention to this critical vulnerability was short-lived, and little action was taken by other countries reliant on imports to diversify their resources or develop minerals action plans of their own.

China declared rare-earth elements a strategic resource in 1990 and prohibited foreign investment in the sector. Six state-owned enterprises control the industry, and the government cut production quotas in 2018 by 36 percent. With global demand for rare-earth elements projected at a compound average growth rate of more than 17 percent to 2025, a supply crunch is likely approaching—and China is already securing other nations’ supplies

While Russia strictly limits foreign participation in rare-earth element development, Chinese firms have accumulated off-take agreements and stakes in rare-earth element mines in Australia and Brazil

in 2017, China’s Shenghe Resources and two U.S. private equity firms acquired the sole U.S. and North American rare-earth element producer and processor, Molycorp, and its idled mining operations at Mountain Pass, California.

In 2016, China’s Yellow Dragon Holdings Ltd. co-invested with Bushveld Minerals, the primary vanadium developer in South Africa’s massive Bushveld Complex, to acquire Strategic Minerals, which owned the Vametco vanadium mine and plant. Yellow Dragon subsequently increased its investment in Bushveld Minerals and has become the fifth-largest shareholder. The holdings deepen China’s influence over South Africa’s vanadium resources and its role in the country’s emerging high-tech sector

China’s position is even stronger in graphite, a crystalline form of the element carbon whose high conductivity makes it a major component in electrodes, batteries, and solar panels, as well as industrial products such as steel and composites. For the last 20 years, China has been the leading global supplier of graphite, representing nearly 70 percent of the world’s production in 2018 and 24 percent of its reserves. While synthetic graphite, which is produced from petroleum coke, is an alternative, unfavorable economics constrain its use

New projects are concentrated in Mozambique, where the world’s largest graphite mine and fourth-largest known reserves are located. Already, Chinese firms have secured off-take agreements with the three major developers in Mozambique for the majority of their graphite production, and they are financing new development.

Japan is 90 percent reliant on China for its graphite

This resource consolidation could determine whether China is able to overcome the last major hurdle to achieving its ambitions: a competitive semiconductor industry.

Semiconductors can be pure elements or compounds and altered with impurities to improve their conductivity. Several materials are now being used to improve speed and performance, including rare-earth elements, graphite, indium, gallium, tantalum, and cadmium. China is the dominant producer of five out of the six, controls more than 75 percent of the world’s supply of three, and is consolidating control over them all

Should China succeed technologically, its capacity to scale production and flood markets (as it has already done with solar panels and wind turbines) has serious implications not only for leading semiconductor producers, but also for national security, if Chinese-manufactured chips are embedded in the devices upon which our data-driven lives, our economies, and our defense systems increasingly depend. While government and industry officials have started to restrict semiconductor sales and scrutinize Chinese acquisition of technology firms—e.g., the United States’ temporary ban on selling semiconductors to ZTE, or the recent flare-up over Huawei —such moves are strengthening China’s resolve to develop its domestic industry. More attention should be paid to its efforts to consolidate critical raw materials and the computing power they confer.

In April, U.S. government officials announced plans to meet with lithium industry leaders and automakers with the intention of developing a national electric-vehicle supply chain strategy. It is a start.

Since 2001, Australia has intermittently blocked boats from Asia and detained asylum-seekers on Christmas Island, a tiny Australian territory, or sent them to Papua New Guinea and Nauru, an island nation of 10,000 people. Australia pays detention costs.

Cameroonians hoping to follow Nkeze’s path face mounting obstacles. Ecuador, the main gateway from Europe, began requiring visas for Cameroonians and 10 other nationalities in August, including six in Africa. Under heavy pressure from Trump, Mexico is bottling up Cameroonians and other U.S.-bound asylum-seekers near its southern border with Guatemala.

“There’s this race to the bottom around the world, and governments are looking to each other and trying to figure out what’s the harshest policy they can get away with,” said David FitzGerald, a sociology professor at University of California at San Diego and author of Refuge Beyond Reach: How Rich Democracies Repel Asylum-seekers.

“They essentially want you to bring a note from your torturer before they are willing to let you stay in the U.S,”

a wide array of initiatives have emerged as a direct response to China’s Belt and Road to undermine and dilute China’s infrastructural prowess: the U.S. International Finance and Development Corporation, the EU’s “Asia Connectivity Initiative,” the EU-Japan “Partnership on Sustainable Connectivity and Quality Infrastructure,” the U.S.-Japan-Australia “Blue Dot Network,” the India-Japan “connectivity corridors” and myriad other coalitions. None of these existed even three years ago. Roads have always been the pathways of conquest; now they are the battlefield of competitive connectivity. 

A repeat of the Cold War would surely not play out as favorably for the U.S. as the last one. America is politically polarized and is the world’s largest debtor nation. Its most recent major wars have been disasters and its military needs time to rebuild and adjust to new adversaries and tactics. And many of its erstwhile allies from Europe to Asia are far more vested in China than America is and don’t trust it to lead a consensus-based global coalition.

Bogging down the adversary while moving stealthily towards one’s objective has been an axiom of Chinese diplomacy for generations. But there is little stealth anymore in China’s land grabs, island-building and wolf-warrior diplomacy

With China’s suppression of information about the coronavirus painting it into a corner, Beijing no longer feels it has anything to lose and is going for broke: moving on Taiwan, Hong Kong, the Senkaku Islands, India’s borders and other disputes while the rest of the world is off-kilter, girding itself for a new Cold War with America. China’s leadership has convinced itself that West-leaning powers seek to encircle it militarily, splinter it internally and destabilize the Communist Party. This is the classical psychological spiral at the heart of any security dilemma in which each action taken by one side elevates the perceived insecurity of the other. 

in dozens of visits to Beijing, I have found my interlocutors unable to grasp this basic psychological fact. While many societies admire China’s success and are grateful for China’s role in their development, none want to be like China, nor be subservient to it. It’s an argument that’s fallen on deaf ears in Washington, too. And as with America’s experience of benevolent nation-building, China’s policy of intimidating neighbors into feebly muting their own interests has predictably backfired

American strategists have been far more fixated on China’s presence in Africa and South America rather than developing a comprehensive strategy for reassuring China’s neighbors and supporting their own efforts to stand up to it.

What the U.S. and Europe do have in their favor is that they are territorially secure while China is not. China has 14 neighbors, all of which harbor deep suspicions of its motives even as many (especially Russia) cooperate with it.

Despite the immense economic leverage China has accrued vis-a-vis the many states along its perimeter, it is the complexity of having so many neighbors that constrains China more than its increasingly sophisticated military arsenal suggests. Maintaining global influence is much harder when you are fighting a 14-front war in your own neighborhood. 

From Malabar to Pearl Harbor, the U.S., Japan, Australia, India and numerous other countries have been deepening their coordination in the Indo-Pacific maritime domain. The “quad” coalition features joint strategic patrols and hardware support for the navies of Vietnam, the Philippines and Indonesia in the South China Sea. This summer, ASEAN foreign ministers finally graduated from their usually limp communiques watered down by Chinese pressure and reaffirmed that the U.N. Convention on the Law of the Sea must be the basis for arbitrating maritime disputes. 

Boundary agreements are rarely perceived as fair by both sides, yet such settlements have the virtue of enabling counties to mature towards functional cooperation.  

Precisely because the U.S. and EU have imposed such stiff restrictions on Chinese investment, China has redirected its outbound capital portfolio ever more towards its more proximate Asian domain. And in the wake of the COVID-19 crisis, once fast-growing countries face capital outflows and weak global demand amid ruptured supply chains. The West may be squeezing China out of some markets, but China’s balloon is inflating across Asia as it lowers tariffs on all its Belt and Road trading partners

Laos and Cambodia, two of Asia’s poorest countries, have become all but wholly owned subsidiaries of China, even as China’s Mekong River dams have ravaged their agriculture through volatile water flows and chemical pesticides. With stronger technical and diplomatic assistance, these countries could demand that Chinese investments reinforce their sustainability and local businesses. 

It was always going to be an uphill battle for China to be perceived as a benevolent superpower. Unlike America or the European Union, China is wholly unconvincing as a multiethnic empire. It systematically squelches diverse identities rather than elevating them. Furthermore, though China is an ancient and rich civilization, it coexists with other Asian civilizations with equally respectable glory. None will ever bow to the others, as Japan learned the hard way in the 20th century. Every time China gains an inch of territory, it loses a yard of credibility. The essence of geopolitical stability is equilibrium, and the pathway to it follows the logic of reciprocity. 

China’s assertiveness signals neither an inevitable new Cold War nor a new unipolar hegemony. Rather, it is one phase in Asia’s collective story and the global shift towards multipolarity.

Never has Eurasia been ruled by a single hegemon. The Mongols came closest 700 years ago, but the 14th-century Black Death fractured its disparate khanates, and the Silk Road fell idle. Today again, a pandemic has emerged from China, but rather than shut down the Silk Road, we should build many more of them among dozens of Eurasian nations rather than in and out of China alone. All roads need not lead to Beijing.

Our analysis confirms that unequal exchange is a significant driver of global inequality, uneven development, and ecological breakdown.

Today, we are told, the world economy functions as a meritocracy: countries that have strong institutions, good markets, and a steadfast work ethic become rich and successful, while countries that lack these things, or which are hobbled by corruption and bad governance, remain poor. This assumption underpins dominant perspectives in the field of international development (Sachs, 2005, Collier, 2007, Rostow, 1990, Moyo, 2010, Calderisi, 2007, Acemoglu and Robinson, 2012), and is reinforced by the rhetoric, common among neoclassical economists, that free-trade globalization has created an “even playing field”.

Emmanuel and Amin argued that unequal exchange enables a “hidden transfer of value” from the global South to the global North, or from periphery to core, which takes place subtly and almost invisibly, without the overt coercion of the colonial apparatus and therefore without provoking moral outrage. Prices are naturalized on the grounds that they represent “utility”, or “value”, or the outcome of “market mechanisms” such as supply and demand, obscuring the extent to which they are determined by power imbalances in the global political economy. Price differentials in international trade therefore function as an effective method of maintaining the patterns of appropriation that once overtly defined the colonial economy, allowing blame for “underdevelopment” to be shifted onto the victims.

Historians have demonstrated that the rise of Western Europe depended in large part on natural resources and labour forcibly appropriated from the global South during the colonial period, on a vast scale. Spain extracted gold and silver from the Andes, Portugal extracted sugar from Brazil, France extracted fossil fuels, minerals and agricultural products from West Africa, Belgium extracted rubber from the Congo; and Britain extracted cotton, opium, grain, timber, tea and countless other commodities from its colonies around the world – all of which entailed the exploitation of Southern labour on coercive terms, including through mass enslavement and indenture. This pattern of appropriation was central to Europe’s industrial growth, and to financing the expansion and industrialization of European settler colonies, including Canada, Australia, New Zealand and the United States, which went on to develop similarly imperialist orientations toward the South (e.g., Naoroji, 1902, Pomeranz, 2000, Beckert, 2015, Moore, 2015, Bhambra, 2017, Patnaik, 2018, Davis, 2002).

for every unit of embodied resources and labour that the South imports from the North they have to export many more units to pay for it, enabling the North to achieve a net appropriation through trade. This dynamic was theorized by Emmanuel (1972) and Amin (1978) as a process of “unequal exchange”.Emmanuel and Amin argued that unequal exchange enables a “hidden transfer of value” from the global South to the global North, or from periphery to core, which takes place subtly and almost invisibly, without the overt coercion of the colonial apparatus and therefore without provoking moral outrage. Prices are naturalized on the grounds that they represent “utility”, or “value”, or the outcome of “market mechanisms” such as supply and demand, obscuring the extent to which they are determined by power imbalances in the global political economy. Price differentials in international trade therefore function as an effective method of maintaining the patterns of appropriation that once overtly defined the colonial economy, allowing blame for “underdevelopment” to be shifted onto the victims.

Following Dorninger et al. (2021), we use a “footprint” analysis of input–output data to quantify the physical scale of raw materials, land, energy and labour embodied in trade between the North and South, looking not only at traded goods themselves but also the upstream resources and labour that go into producing and transporting those goods, including the machines, factories, infrastructure, etc.

Grounding our analysis in the physical dimensions of unequal exchange is important for several reasons. First, these resources – raw materials, land, labour and energy – embody the productive potential that is required for meeting human needs (use-value) and for generating economic growth (exchange-value). Physical drain is therefore ultimately what drives global inequalities in terms of access to provisions, as well as in terms of GDP or income (see Hornborg, 2020). Second, this approach allows us to maintain sight of the ecological impacts of unequal exchange. We know that excess energy and material consumption in high-income nations, facilitated by appropriation from the rest of the world, is causing ecological breakdown on a global scale. Tracing flows of resources embodied in trade allows us to determine the extent to which Northern appropriation is responsible for ecological impacts in the South; i.e., ecological debt (Roberts and Parks, 2009, Warlenius et al., 2015, Hornborg and Martinez-Alier, 2016).

Due to the growing fragmentation of international commodity chains, monetary databases on bilateral gross trade flows have been criticised for not accurately depicting the monetary interdependencies between national economies (Johnson and Noguera, 2012), i.e., the amount of a countries’ value added that is induced by foreign final demand and international trade relations. Trade in Value Added (TiVA) indicators Johnson and Noguera, 2012, Timmer et al., 2014 are designed to take into account the complexity of the global economy. The TiVA concept is motivated by the fact that, in monetary terms, trade in intermediates accounts for approximately two-thirds of international trade. Imports (of intermediates) are used to produce exports and hence bilateral gross exports may include inputs (i.e., value added) from third party countries (Stehrer, 2012). TiVA reveals where (e.g., in which country or industry) and how (e.g. by capital or labour) value is added or captured in global commodity chains (Timmer et al., 2014).

TiVA, which is sometimes referred to as the “value footprint”, is the monetary counterpart of the MRIO-based environmental footprint because both indicators follow the same system boundaries, i.e., all supply chains between production and final consumption of two countries including all direct and indirect interlinkages. Moreover, in contrast to global bilateral monetary trade flows, TiVA is globally balanced, meaning that national exports and imports globally sum up to zero. This is an important feature of the TiVA indicator that facilitates more consistent and unambiguous assessments.

for every unit of embodied raw material equivalent that the South imports from the North, they have to export on average five units to “pay” for it

For land the average ratio is also 5:1, for energy it is 3:1, and for labour it is 13:1

Table 1. Resource drain from the South.ResourceNorth → South flows 2015South → North flows 2015Drain from South in 2015Cumulative drain from South 1990–2015Raw material equivalents [Gt]3.3715.3912.02254.40Embodied land [mn ha]527.421,349.01821.5932,987.23Embodied energy [EJ]21.5543.5121.06650.34Embodied labour [mn py-eq]31.11219.22188.125,956.62

in the year 2015 the North’s net appropriation from the South totalled 12 billion tons of raw materials, 822 million hectares of land, 21 exajoules of energy (equivalent to 3.4 billion barrels of oil), and 188 million person-years equivalents of labour (equivalent to 392 billion hours of work). By net appropriation we mean that these resources are not compensated in equivalent terms through trade; they are effectively transferred gratis. And this appropriation is not insignificant in scale; on the contrary, it comprises a large share (on average about a quarter) of the North’s total consumption.

significant consequences for the global South, in terms of lost use-value. This quantity of Southern raw materials, land, energy and labour could be used to provision for human needs and develop sovereign industrial capacity in the South, but instead it is mobilized around servicing consumption in the global North.

Eight hundred and twenty-two million hectares of land, which is twice the size of India, would in theory be enough to provide nutritious food for up to 6 billion people, depending on land productivity and diet composition

material use is tightly linked to environmental pressures. It accounts for more than 90% of variation in environmental damage indicators (Steinmann et al., 2017), and more than 90% of biodiversity loss and water stress (International Resource Panel, 2019). Moreover, as Van der Voet et al. (2004) demonstrate, while impacts vary by material, and vary as technologies change, there is a coupling between aggregate mass flows and ecological impact. Net flows of material resources from South to North mean that much of the impact of material consumption in the North (43% of it, net of trade) is suffered in the South. The damage is offshored.

Industrial ecologists hold that global extraction and use of materials should not exceed 50 billion tons per year (Bringezu, 2015). In 2015, the global economy was using 87 billion tons per year, overshooting the boundary by 74% and driving ecological breakdown. This overshoot is due almost entirely to excess resource consumption in global North countries. The North consumed 26.71 tons of materials per capita in 2015, which is roughly four times over the sustainable threshold (6.80 tons per capita in 2015). Our results indicate that most of the North’s excess consumption (58% of it) is sustained by net appropriation from the global South; without this appropriation, material use in high-income nations would be much closer to the sustainable level.

In consumption-based terms, the North is responsible for 92% of carbon dioxide emissions in excess of the planetary boundary (350 ppm atmospheric concentration of CO2) (Hickel, 2020), while the consequences harm the South disproportionately, inflicting dramatic social and economic costs (Kikstra et al., 2021b, Srinivasan et al., 2008). The South suffers 82–92% of the costs of climate change, and 98–99% of the deaths associated with climate change (DARA, 2012)

Net appropriation of land means soil depletion, water depletion, and chemical runoff are offshored; net appropriation of energy means that the health impacts of particulate pollution are offshored; net appropriation of labour means that the negative social impacts of exploitation are offshored, etc (Wiedmann and Lenzen, 2018). In the case of non-renewable resources there is also a problem of depletion: resources appropriated from the South are no longer available for future generations to use (Costanza and Daly, 1992, World Bank, 2018), which is particularly problematic given that under conditions of net appropriation economic losses are not offset by investments in capital stock (cf. Hartwick, 1977). Finally, the extractivism that underpins resource appropriation generates social dislocations and conflicts at resource frontiers (Martinez-Alier, 2021).

the value of resources and labour cannot be quantified in dollars, and there is no such thing as a “correct” price.

Prices under capitalism do not reflect value or utility in any objective way. Rather, they reflect, among other things, the (im)balance of power between market agents (capital and labour, core and periphery, lead firms and their suppliers, etc); in other words, they are a political artefact

While prices by definition do not reflect value, they do allow us to compare the scale of drain to prevailing monetary representations of production and income in the world economy.

Fig. 2 shows that drain from the South in 2015 amounted to $14.1 trillion when measured in terms of raw material equivalents, $5.1 trillion when measured in terms of land, $3.6 trillion when measured in terms of energy and $20.3 trillion when measured in terms of labour.

Over the period 1990–2015, the drain sums to $242 trillion (constant 2010 USD). This represents a significant “windfall” for the North, similar to the windfall that was derived from colonial forms of appropriation; i.e., goods that did not have to be produced on the domestic landmass or with domestic labour, and did not have to be bought on the domestic market, or paid for with exports (see Pomeranz, 2000, Patnaik, 2018). While previous studies have shown that the price distortion factor increased dramatically during the structural adjustment period in the 1980’s (Hickel et al., 2021), our data confirms that since the early- to mid-1990’s it has tended to decline slightly. This means that the increase in drain during the period 1990–2007, prior to the global financial crisis, was driven primarily by an increase in the volume of international trade rather than by an increase in price distortion.

Table 3 shows that, over the 1990–2015 period, resources appropriated from the South have been worth on average roughly a quarter of Northern GDP.

the North’s reliance on appropriation from the South has generally increased over the period (despite a significant drop after the global financial crisis), whereas the South’s losses as a share of total economic activity have generally decreased, particularly since 2003, due to an increase in South-South trading and higher domestic GDP creation or capture within the South, both driven largely by China

Aid flows create the powerful impression that rich countries give benevolently to poorer countries. But the data on drain through unequal exchange raises significant questions about this narrative.

net appropriation by DAC countries through unequal exchange from 1990 to 2015 outstripped their aid disbursements over the same period by a factor of almost 80

for every dollar of aid that donors give, they appropriate resources worth 80 dollars through unequal exchange. From the perspective of aid recipients, for every dollar they receive in aid they lose resources worth 30 dollars through drain

The dominant narrative of international development holds that poor countries are poor because of their own internal failings and are therefore in need of assistance. But the empirical evidence on unequal exchange demonstrates that poor countries are poor in large part because they are exploited within the global economy and are therefore in need of justice. These results indicate that combating the deleterious effects of unequal exchange by making the global economy fairer and more equitable would be much more effective, in terms of development, than charity.

In an equitable world, the resource trade deficit that the North sustains in relation to the South would be financed with a parallel monetary trade deficit. But in reality, the monetary trade deficit is very small, equivalent to only about 1% of global trade revenues, and fluctuates between North and South. In effect, this means that the North achieves its large net appropriation of resources and labour from the South gratis.

The question of sectoral disparities has been moot since the 1980s, however, as industrial production has shifted overwhelmingly to the South. The majority of Southern exports (70%) consist of manufactured goods (data from UNCTAD; see Smith, 2016). Of all the manufactured goods that the USA imports, 60% are produced in developing countries. For Japan it is 70%. We can see this pattern reflected also in the industrial workforce. As of 2010, at least 79% of the world’s industrial workers live in the South (data from the ILO; see Smith, 2016). This shift is due in large part to the rise of global commodity chains, which now constitute 70% of international trade. Between 1995 and 2013, there has been an increase of 157 million jobs related to global commodity chains, and an estimated 116 million of them are concentrated in the South, predominantly in the export manufacturing sector (ILO, 2015). In other words, during the period we analyse in this paper (1990–2015), the South has contributed the majority of the world’s industrial production, including high-technology production such as computers and cars. And yet price inequalities remain entrenched.

if Northern states or firms leverage monopoly power within global commodity chains to depress the prices of imports and increase the prices of final products, their labour “productivity” appears to improve, and that of their counterparts declines, even if the underlying production process remains unchanged. Indeed, empirical evidence indicates that real productivity differences between workers are minimal, and cannot explain wage inequalities (Hunter et al., 1990).

wage inequalities exist not because Southern workers are less productive but because they are more intensively exploited, and often subject to rigid systems of labour control and discipline designed to maximize extraction (Suwandi et al., 2019). Indeed, this is a major reason why Northern firms offshore production to the South in the first place: because labour is cheaper per unit of physical output (Goldman, 2012).

the terminology of “value-added” is a misnomer. In international trade, TiVA does not tell us who adds more value but rather who has more power to command prices. And in the case of global commodity chains, TiVA does not indicate where value is produced but rather where it is captured (Smith, 2016).

our analysis reveals that value in global commodity chains is disproportionately produced by the South, but disproportionately captured by the North (as GDP). Value captured in this manner is misleadingly attributed to Northern economic activities

rich countries are able to maintain price inequalities simply by virtue of being rich. This finding supports longstanding claims by political economists that, all else being equal, price inequalities are an artefact of power. Just as in a national economy wage rates are an artefact of the relative bargaining power of labour vis-à-vis capital, so too in international trade prices are an artefact of the relative bargaining power of national economies and corporate actors vis-à-vis their trading partners and suppliers. Countries that grew rich during the colonial period are now able to leverage their economic dominance to depress the costs of labour and resources extracted from the South. In other words, the North “finances” net appropriation from the South not with money, but rather by maintaining the prices of Southern resources and labour below the global average level.

Patents play a key role here: 97% of all patents are held by corporations in high-income countries (Chang, 2008:141)

In some cases, patents involve forcing people in the South to pay for access to resources they might otherwise have obtained much more affordably, or even for free (Shiva, 2001, Shiva, 2016).

In the World Bank and the IMF, Northern states hold a majority of votes (and the US holds a veto), thus giving them control over key economic policy decisions. In the World Trade Organization (which controls tariffs, subsidies, and patents), bargaining power is determined by market size, enabling high-income nations to set trade rules in their own interests.

ubsidized agricultural exports from the North undermine subsistence economies in the South and contribute to dispossession and unemployment, placing downward pressure on wages. Militarized borders preclude easy migration from South to North, thus preventing wage convergence. Moreover, structural adjustment programs (SAPs) imposed by the World Bank and IMF since the 1980s have cut public sector salaries and employment, rolled back labour rights, curtailed unions, and gutted environmental regulations (Khor, 1995, Petras and Veltmeyer, 2002).

SAPs, bilateral free trade agreements, and the World Trade Organization have forced global South governments to remove tariffs, subsidies and other protections for infant industries. This prevents governments from attempting import substitution, which would improve their export prices and drive Northern prices down. Tax evasion and illicit financial flows out of the South (which total more than $1 trillion per year) drain resources that might otherwise be reinvested domestically, or which governments might otherwise use to build national industries. This problem is compounded by external debt service obligations, which drain government revenue and require obeisance to economic policies dictated by creditors (Hickel, 2017). In addition, structural dependence on foreign investors and access to Northern markets forces Southern governments and firms to compete with one another by cutting wages and resource prices in a race to the bottom.

structural power imbalances in the world economy ensure that labour and resources in the South remain cheap and accessible to international capital, while Northern exports enjoy comparatively higher prices

Cheap labour and raw materials in the global South are not “naturally” cheap, as if their cheapness was written in the stars. They are actively cheapened

the analysis obscures class and geographic inequalities within countries and regions, which are significant when it comes to labour prices as well as resource consumption. The high levels of resource consumption that characterize Northern economies are driven disproportionately by rich individuals and affluent areas, as well as by corporations that control supply chains, and enabled by internal patterns of exploitation and unequal exchange in addition to drain through trade (Harvey, 2005). For example, there are marginalized regions of the United States that serve as an “internal periphery” (Wishart, 2014). It would also be useful to explore the gender dynamics of unequal exchange within countries. These questions cannot be answered with our data, however.

This research confirms that the “advanced economies” of the global North rely on a large net appropriation of resources and labour from the global South, extracted through induced price differentials in international trade. By combining insights from the classical literature on unequal exchange with contemporary insights about global commodity chains and new methods for quantifying the physical scale of embodied resource transfers, we are able to develop a novel approach to estimating the scale and value of resource drain from the global South. Our results show that, when measured in Northern prices, the drain amounted to $10.8 trillion in 2015, and $242 trillion over the period from 1990 to 2015 – a significant windfall for the North, equivalent to a quarter of Northern GDP. Meanwhile, the South’s losses through unequal exchange outstrip their total aid receipts over the period by a factor of 30.

support contemporary demands for reparations for ecological debt, as articulated by environmental justice movements and by the G77

True repair requires permanently ending the unequal distribution of environmental goods and burdens between the global North and global South, restoring damaged ecosystems, and shifting to a regenerative economic system.

It is clear that official development assistance is not a meaningful solution to global poverty and inequality; nor is the claim that global South countries need more economic liberalisation and export-oriented market integration. The core problem is that low- and middle-income countries are integrated into the global economy on fundamentally unequal terms. Rectifying this problem is critical to ensuring that global South countries have the financial, physical and human resources they need to improve social outcomes.

democratize the institutions of global economic governance, such as the World Bank, IMF and WTO, so that global South countries have more control over trade and finance policy.

end the North’s use of unfair subsidies for agricultural exports, and remove structural adjustment conditions on international finance, which would help mitigate downward pressure on wages and resource prices in the South while at the same time enabling Southern countries to build sovereign industrial capacity

a global living wage system, and a global system of environmental regulations, would effectively put a floor on labour and resource prices

Reducing North-South price differentials would in turn reduce the scale of the North’s net resource appropriation from the South (in other words, it would reduce ecologically unequal exchange), thus reducing excess consumption in the North and the ecological impacts that it inflicts on the South.

Structural transformation will only be achieved through political struggle from below, including by the anti-colonial and environmental justice movements that continue to fight against imperialism today

“Heating the stratosphere doesn’t really have a direct impact for us at the surface [of the Earth], but keeping the ozone from recovering or destroying the ozone for a year has a real impact at the surface,” he said. “Before the 2019 bush fires, I don’t think we even thought [fires] could have such an impact. That a bush fire could be as impactful as a volcano.”

Ukraine accounts for 90 per cent of Lebanon’s wheat imports and is a leading supplier for countries including Somalia, Syria and Libya. Lebanon is “really struggling with an already high import bill and this is only going to make things worse,”

Russia also provides its Black Sea neighbour Turkey with more than 70 per cent of its wheat imports

Even before the Russian invasion of Ukraine, inflation in Turkey had had hit a 20-year high of 54.4 per cent in February. “The war is only going to exacerbate the cost of food,”

“What’s critical here is that the Black Sea offers a logistical and price advantage . . . Costs will rise significantly when [Turkey] buys from the US or Australia,” he said. “Even if the war ends tomorrow, Ukraine’s planting season has already been disrupted and it will impact the 2022 harvest regardless.”

The UN World Food Programme, which procures grains and food to distribute to poorer countries, bought just under 1.4m tonnes of wheat last year of which 70 per cent came from Ukraine and Russia.

The last time wheat prices spiked to these levels in 2007 and 2008 because of severe production declines in leading producing countries such as Australia and Russia, protests spread through nearly 40 countries from Haiti to the Ivory Coast, while a jump in grain prices in 2009-10 is regarded as one of the triggers of the Arab Spring uprisings in the Middle East.

Egyptian authorities say their wheat inventories will last until mid June and the Egyptian local harvest should start coming in by mid April. Any rise in subsidised bread prices and further increase in food inflation in Egypt “increases the threat of social unrest,”

Wheat inventories are tight everywhere and as Chinese and South Korean buyers of Ukrainian corn, used to feed livestock, sought sellers elsewhere, EU agricultural ministers on Wednesday discussed allowing farmers to boost production using the 10 per cent of land they usually leave fallow in response to the war in Ukraine.

“The supply chain is broken,”

if we want a decent shot at climate stability, high-income nations will have to shift to post-growth economic principles

Post-growth thinking is starting to trickle into policy, too. Jacinda Ardern, the prime minister of New Zealand, captured headlines in 2019

Economists have long assumed that we need growth to improve people’s lives. But it turns out there’s no empirical evidence for this argument. Beyond a certain point, which high-income countries have long since surpassed, the relationship between GDP and human wellbeing completely breaks down.

dozens of countries beat the US in life expectancy with only a fraction of the income

universal public services are significantly more cost-efficient than their private counterparts. Spain spends $2,300 per person on healthcare,

The reason that GDP growth tends not to deliver the outcomes that we might expect is because the vast majority of it goes straight into the pockets of the rich. They are the real beneficiaries of growth. In the United States, the incomes of the richest 1% have more than tripled since the 1970s,

growthism

We can accomplish our social goals right now, without any growth at all, simply by sharing what we already have more fairly, and by investing in generous public goods. It turns out justice is the antidote to the growth imperative – and key to solving the climate crisis.

The less energy we use, the easier it is to accomplish a rapid transition to renewables. This is perhaps the single most important lesson that climate science has taught us in the past few years.

Think of all the energy that’s needed to extract and produce and transport all of the material commodities that the economy churns out each year. Think of the mining, the logging, the factories, the packaging, the container ships, the warehouses, the retail outlets and the waste disposal facilities. The material economy is a giant energy-sucking machine. By reducing the material "throughput" of our economy – the amount of stuff we produce and consume – we can reduce our energy demand. 

The key thing to grasp is that a huge chunk of material production in our economy is intended, literally, to be wasted. Firms desperate to overcome the limits of saturated markets resort to all sorts of devious tactics to artificially increase turnover. Take planned obsolescence, for example. The lifespan of household appliances like refrigerators and washing machines has plummeted over the past few decades.

Research by US sociologists has revealed that advertising expenditures have a direct impact

We like to think of capitalism as a system that’s rational and efficient when it comes to meeting human needs. But in some respects, it’s exactly the opposite. In pursuit of constant growth, firms resort to intentional inefficiencies. This might be rational from the perspective of profits, but from the perspective of human need, and from the perspective of ecology, it is a kind of madness. It is madness in terms of human labour, too. Think about the millions of hours that are poured into producing stuff that’s designed to break down, or that people don’t actually need in the first place.

We can legislate for long-term warranties, rights to repair, and mandatory take-back schemes. We can regulate marketing expenditures, and we can liberate public spaces from ads telling us to buy even more – both offline and online. The gains from this could be enormous. Think about it: if clothes and refrigerators and smartphones last twice as long, we will consume half as many. That’s half the extraction, half the shipping, half the warehouses, half the transport, half the waste – and half the energy it takes to power it all. 

There are also a number of other steps we can take. We can shift from private cars to public transport. We can ban food waste by supermarkets and farms. We can cut single-use packaging. And we can choose to scale down ecologically destructive and socially less necessary industries, such as SUVs,

But, you might ask, what about jobs? As we scale down unnecessary industrial activity, won’t that cause unemployment to rise? Under normal circumstances, yes. But ecological economists have a surprisingly simple solution to this: shorten the working week. Add a job guarantee to the mix (a policy that happens to be resoundingly popular)

What’s exciting about this move is that it has a substantial positive impact on wellbeing. Studies in the US have found that people who work shorter hours are happier than those who work longer hours, even when controlling for income. And it has a big impact on energy demand, too. If the United States were to reduce its working hours to the levels of western Europe, its energy use would decline by a staggering 20%. 

Public interest in post-growth economics has soared over the past year as the climate crisis worsens. With fires blazing through Australia and the Amazon, floods swamping northern England, droughts driving migration, and record heatwaves searing across Antarctica, people realise that the status quo has us hurtling toward disaster, and they’re increasingly open to new ideas. In the 2020s, we can expect that the climate movement will rally around the Green New Deal and a vision for a completely new economy. 

OUR is now a celebrated anti-trafficking charity, claiming to have worked in 26 countries, with the stated aim of bringing together "the world's experts in extraction operations and in anti-child trafficking efforts to bring an end to child slavery." It brought in more than $21 million in donations in 2019, the most recent year for which tax filings are available, and has enjoyed the support of high-powered backers

a common pattern for anti-trafficking NGOs working abroad, according to sex worker activists with Thailand’s Empower Foundation.

while OUR often claims to partner with local law enforcement on trafficking investigations and rescues, the extent of that “partnership” is often a modest donation OUR gives the agency, which in return credits it in press releases about any investigation, rescue, bust, or arrest that used the money.

OUR’s overseas operations, and the “jump team” it says conducts them, are the jewel in its crown: the subject of innumerable fundraising emails, interviews with Ballard, two documentaries, and Sound of Freedom, an upcoming feature film starring Jim Caviezel as Tim Ballard. (The casting of an actor most famous for playing Jesus Christ is perhaps not coincidental; while OUR is not an expressly religious organization, it heavily employs the language and imagery of faith, and Ballard, a devout Mormon, has said he was directly called by God to "Find the lost children.") OUR routinely claims that its overseas jump teams are made up of former members of the military, CIA, and law enforcement who undergo rigorous training.

nothing OUR did seemed recognizably informed by professional military or intelligence practice. There was, they said—contrary to the process for operations laid out on OUR's website—no meaningful surveillance or identification of targets; no development of assets; no validating that people they sought to rescue had in fact been trafficked, or that people they were targeting were indeed traffickers; and no meaningful follow-up with people who had been rescued on the missions in which they took part.  

“They’d go and just push for pimps to show up with girls.” If presented with sex workers of legal age, OUR would insist on younger girls—a method that several experts said could, when combined with a lack of intelligence-gathering and vetting, potentially lead to girls being trafficked who otherwise wouldn't have been.

Typically, after arranging for the women and girls to be brought to them, OUR's operators would call local police, who would make arrests. The operators would then leave the country.“They conflate sex work and trafficking,” said a former military member who has worked with OUR. “They’re making it worse.” 

Much research has been published demonstrating how these types of rescues are severely undermining the agency of trafficked persons and disempowering the individuals the involved organizations are claiming to help.

“There’s so many of these organizations here I don’t know one from the other,” Mai Janta, a sex worker leader of the organization, told VICE World News, laughing. 

it faces an ongoing investigation by Davis County, Utah attorney general Troy Rawlings, as Utah’s Fox 13 reported last October. While Rawlings hasn’t publicly described the contours of the investigation, people familiar with it have told both Fox 13 and VICE World News that his office is looking into whether OUR has made misleading statements in its fundraising appeals

Before the training began, candidates were given a psychological examination. On his way to his, William passed a candidate exiting an exam, who said, “If you mention God, you're a shoo-in.” 

“Before I went to this training,” he said, “I was counting down the days. I was expecting a world-class training, because these are supposed to be the best operatives.” Instead, he didn't feel like he was learning anything, and certainly not like he was being prepared to rescue children from dangerous traffickers. William wasn't taught, among other things, basic self-defense, signs to look for in a trafficker or trafficking survivor, surveillance technique, or secure communication. Topics that were covered included how to compartmentalize your discomfort if you find yourself in a gay bar, and the instructors' many war stories, including one that involved someone being stabbed dozens of times.

real estate brokers seem to have figured heavily in the world of OUR’s operators

Empower says that more than 50,000 sex workers have been a formal part of its operations over the years, and that members include sex workers from Thailand and migrant sex workers from Laos, Myanmar, China, and Cambodia. Its members are often extremely familiar with the various rescue operations that come to the country intent on “saving” trafficked women and girls; many organizations, working with local police, have conducted raids on massage parlors, legal brothels, and other places where they work. Most of these groups hail from the U.S., United Kingdom, New Zealand, and Australia, said Janta, and often have a clear religious focus. 

“They say they’re helping but really want to change your religion and your job,”

Beyond individual organizations, the entire raid-and-rescue model has fallen out of favor with responsible anti-trafficking organizations

“From our point of view, they come into our workplaces and make a relationship with the employer as well as the police. If there are no underage workers they continually ask and ask for the employer to find them some underage workers,” Janta added. “So they create a situation where there are underage workers, where there weren’t before.” 

“Just because they’re Americans or American missionaries, does not mean they’re actually representing the U.S. and U.S. interests,”

OUR's future seems, by all appearances, to be bright. Sound of Freedom, the film about the founding of OUR starring Jim Cavizel and Mira Sorvino as Tim Ballard and his wife Katherine, has been screened in theaters and awaits broad release. Celebrity backers like NFL players Corbin Kaufusi and Josh Allen enthusiastically promote OUR's work. And the public's continued fascination with QAnon and related conspiracy theories about pedophilia and child sex trafficking—from which OUR has publicly distanced itself—has led to huge interest in, and funding for, groups vowing to combat them. 

“We didn’t see them,” said Laovilawanyakul. “But we could’ve used their money for this time. They could have spent some of their money helping people get through COVID.”

“Instead of donating money to anti-trafficking orgs in the hope that it will help after something bad has happened, think about support for us all to be more secure and able to defend ourselves,” she said. “Scholarships, apprenticeships, family payments for mothers, support for teenagers who have left home.” Losing the ability to make a living has dislodged many women and girls from their villages and forced them into journeys as migrant sex workers.“If us and our families are secure,” Janta added, “we can defend ourselves and build our own lives without the need for rescue.”

OPEC and Russia bargained for months, but talks finally broke down after Moscow refused to limit its oil production to help stabilize oil prices in the wake of the slump in global oil demand caused by the COVID-19 pandemic. Calculating that it could hurt Russia enough to force it back to the negotiating table, Saudi Arabia boosted its daily oil output by 20 percent, flooding the market with oil. Not to be intimidated, Russia responded with a short-term increase in its own oil output (possibly to strike back at Saudi Arabia or to force some American shale-oil companies out of business or both). As a result, oil prices collapsed. The futures price for West Texas Intermediate crude touched a remarkable -$37 per barrel. Although beneficial for oil consumers, the Russia-Saudi Arabia oil price war was a reminder of the influence that state-driven oil producers still had over the world’s energy security.

a single country, China, has gained control over much of the world’s production and processing of the cobalt, graphite, lithium, manganese, and nickel used in lithium-ion batteries, the type of electricity-storage devices favored by electric-vehicle manufacturers today.

Chinese companies now control almost half of the DRC’s cobalt output, which constitutes over two-thirds of the world’s production. Perhaps of greater concern, China has come to dominate the refining and processing of those minerals. Eighty percent of the cobalt sulphates and oxides used for lithium-ion battery cathodes are processed in China.

China’s monopoly can be largely attributed to its relatively low energy costs and less stringent environmental regulations.

Though China controls a smaller share of the world’s production of lithium than that of other minerals, it has been buying up stakes in lithium mines around the globe.

Moving up the value chain, it is expected to build 101 of the 136 lithium-ion battery manufacturing plants that are currently planned over the next decade

n 2010, China abruptly restricted its rare-earth metal exports to Japan, nominally to protect the environment. But after a lengthy review, the World Trade Organization ruled against China’s restrictions. Since then, worries about relying on China as a strategic-minerals supplier have continued to grow. Sometimes, China feeds those fears. In one 2019 incident, China’s state-run Global Times flaunted the country’s dominance over rare-earth metals as a strategic weapon against other countries with the headline “China gears up to use rare-earth advantage.” Such not-so-veiled threats from government-linked media only fan suspicions that China will behave no better than Russia or Saudi Arabia—and possibly worse.

In 2019, the U.S. Department of State launched the Energy Resources Governance Initiative to “promote resilient and secure energy resource mineral supply chains” for all kinds of renewable energy and battery storage technologies.  The initiative’s membership has grown to include Australia, Botswana, Canada, Peru,

the world appears to be swapping its old dependency on OPEC and Russia, a fractious bunch that until recently was losing power to American oil-shale upstarts, for a new one on China, a single country with a one-party government

Several recent developments make Antarctica an urgent geostrategic concern. First, rapidly worsening climate change—scientists in 2015 noted a record-high temperature of 63.5°F—has led to a reduction in the continent’s ice mass. As a result, it is becoming increasingly feasible to reach resources beneath the cold surface

pressure from an increasingly heterogeneous group of signatories to further open up governance—resulting in part from regulatory gaps in the current ATS infrastructure—will likely threaten the ATS’s integrity

unresolved sovereignty questions may enable increasingly aggressive behavior by major powers such as China

China’s demonstrated Arctic strategy can serve as a road map for policymakers to extrapolate its potential Antarctic agenda. The latter may be a generation behind the former

Exploitation of Antarctic resources will probably become inevitable as domestic needs grow, turmoil in the Middle East continues and geopolitical competition drives incentives for diversification.

Beijing views environmental regulation in the polar regions as a “gambit to control territory.”

China will almost certainly seek to increase influence in the ATS on a bilateral basis with key players

In the Arctic, Beijing has proclaimed itself a “near-Arctic state” and in 2013 gained observer status on the Arctic Council, allowing it to help formulate policy. China has also used actors at home (scientific institutions, tourist agencies, media, cultural initiatives and bloggers) to bolster its polar connection. Brady notes that Beijing has already begun crafting a narrative around Antarctica based on five key frames: past exclusion from science and governance, a treasure chest of mineral resources, a global commons, a barometer of climate change, and “a zone for China’s emergence as a global power.”

While seven nations claim territory in Antarctica, none has been legally recognized

China will likely use informal mechanisms to gain a foothold on the continent. For example, the country has increased place naming, permanent bases and research funding. Beijing will likely also continue to increase domestic presence in and awareness of the region, laying the groundwork for possible territorial claims.

The United States stands woefully unprepared to compete in Antarctica with just three (aging) stations, a single failing icebreaker, a lack of capital investment and dated communication technology

The ATS does not have a clear mechanism by which parties can punish violators. Instead, the United States and its allies should publicly broadcast infractions and pursue sanctions through other international forums like the United Nations

he thinks the current predicament says more about the continuities with colonial history than it does about some ruptured future. For some people in the world, the catastrophe has already happened. 

"I come from a part of the world where we didn't have very rosy expectations of the world or the future," says Ghosh. "We knew there would be a lot of upheavals, and we witnessed these upheavals at first hand, so in that sense I think Westerners had a belief in stability and the promise of the future that I didn't share."

a massive-scale economic adaptation to a new distribution of resources, is too scary to consider: The end of capitalism would be as bad as the end of the world.  "The people who saw the climate crisis first are at the absolute other end: farmers, fishermen, Inuit, indigenous peoples, forest peoples in India, and they've already had to adapt, mainly by moving, finding new livelihoods," says Ghosh. "And indigenous peoples have already lived through the end of the world and found ways to survive."

Ghosh thinks it's no coincidence that the constraints of the bourgeois novel began to form at the same time as the West began to use fossil fuels to project its power around the world.

"Climate change is absolutely an aspect of empire," he says. "The British Empire was essentially built on fossil fuels: It was the British mastery of coal that gave it a huge military advantage over the rest of the world."

"If renewables really were adopted at scale, it would completely shake up the global political order." He argues that oil and gas have to flow through maritime chokepoints controlled by the US, Australia, Britain and Canada, giving them a complete geopolitical advantage.

in the Eastern hemisphere, the issue of historical injustice is central to the issue of climate change. "If you go to any Indonesian, or Indian, or Chinese, even people who are perfectly well aware of the climate threat, and say to them: 'why don't you immediately cut all your emissions?' What will you hear? The answer is always profoundly political, it's: 'The West made this problem, let them give everything up first. This is the terrible dilemma in which we're caught."

"We're always told that rich countries will adapt better: I don't think that's actually true. I think countries with very complex systems, like the United States and in Europe, are in many ways much more fragile. Just consider food distribution."

What interests Hill is how the three such different countries end up in the same boat, run by populists and significantly less able to cope with a pandemic than their neighbours. She believes the critical common factor is the heady rise, and then the catastrophic collapse, of heavy industry and the failure of their governments to manage the fall and cushion the impact on their people.

when you’re coming from the north of England, you are completely network-poor – you have no idea of how to go about it. It’s all about mentorship and connections

In all three countries, the government did little to mitigate the pain, leaving afflicted families to move to where the jobs were. In practice, the barriers to mobility – vast distances and bureaucracy in Russia, house prices in the UK – kept them anchored. Even in the US, the bursting of the housing bubble in 2008 made movement harder. And in all three countries, the ties of family obligations and social networks kept people rooted in place without prospects, and educational opportunities to change your destiny have withered away.

“If you’re in the north of England it’s probably easier to move to Australia, Canada or America and start again, like some of my family did, rather than trying to find a job in the south,” Hill said. “House prices in the north-east were so ridiculously low vis-a-vis in London or the south.”

In both the UK and Russia, the planners had built new towns as part of the great industrialisation drive, which suddenly had their economic lifelines cut off and were left to wither. Hill felt another echo when she visited the American midwest, where her in-laws lived. The great cities built on steel and automobiles had died, leaving hollowed-out communities.

“Liberal democracy hasn’t been delivering,” she argued. “If I go back to my home town, it’s still no better than it was when I was growing up in terms of opportunity. The shops are boarded up in the main street. Nothing new is coming in. There’s just no kind of sense of optimism. And when I visit my relatives here in the US in Wisconsin and other places, there’s a lot of sense of: the rest of the world is kind of moving on and leaving us behind. People see that as being closely associated with liberal democracy.”

“Populism provides a narrative for people who have lost their identities that were tied to meaningful work,” she said. “When people lose that then they’re looking for something. There’s a feeling they’ve been robbed and deprived of a golden age, and they want that back and populist politics feeds upon that, and provides scapegoats for losing it.”

At the interview in London, only she and another northern girl, a farmer’s daughter from Sunderland, took the time to chat to the secretary. It turned out that the secretary was part of the selection panel, and it was the two northerners who won the fellowships.

“Trump didn’t look up when I came in and I don’t think he looked up the whole time I was giving my spiel about the terrorist attack,”

Trump had decided he wanted a press release and assumed Hill, one of the few women in the room, was there to type it up.

“It’s not like the first time I’ve been mistaken for a secretary. I’ve been mistaken for many things, believe me,”

“A lot of this stuff which is described as policy is really all about personal fighting … And it’s kind of a comedy of errors, with all this intriguing. It’s very reminiscent of Kremlin intrigue and the kind of intrigue around No 10 in the UK – people always trying to do each other in.”

She argues Trump’s desire to forge a personal relationship with Putin is no different from his approach to the North Korean leader, Kim Jong-un, or the Chinese president, Xi Jinping, or Israel’s prime minister, Benjamin Netanyahu. “He wants to be like he was as a CEO, he has all these discussions with people in private … He has a very informal style with everyone. Putin is similar. He just tries to engage with people in the way that he thinks kind of fits them best,” she said. “Boris is the same. It’s like the guy in the pub. It’s less getting into the weeds of the substance in some sort of formal way, and more two guys talking.

“He wanted to treat Putin the same way he treated Xi or Netanyahu. He wanted to be able to pick up the phone and talk to them.” But Putin could not be treated like the others. The Trump campaign had dozens of contacts with Russian officials or Kremlin intermediaries, and the candidate had appealed to Moscow to interfere in the election by hacking Hillary Clinton’s emails. Furthermore, as Hill made clear in her biography of him, Putin has taken all the skills of his long KGB career with him to the Russian presidency. And the Kremlin was constantly outmanoeuvring the White House, arranging events so that Trump would be alone with Putin with only the Russian president’s translator in the room. The state department, which stuck to rigid protocol rules on whose translator should be where and when, was being played.

In her efforts to have US career officials included in Trump’s meetings with Putin, she found herself facing determined resistance from inside the president’s entourage, as they became more and more distrustful of career officials as disloyal potential whistleblowers.

It gave Russians unnecessary leverage

He has torn up one arms control agreement after another with the result that in less than a year’s time, there could be no limits left on the world’s major nuclear arsenals.