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This growth in immigration, in turn, is changing the image of Japan from ethnically homogenous to moderately diverse. Among Tokyo residents in their 20s, 1 in 10 is now foreign-born. And Tokyo is no longer an outlier. Much of the migration is happening in small industrial towns around the country, such as Shimukappu in central Hokkaido and Oizumi in Gunma prefecture, where migrant populations make up more than 15 percent of the local population. In the mostly rural Mie prefecture, east of Osaka and Kyoto, foreign migration has reversed years of population loss.

Conservative Prime Minister Shinzo Abe has based his support for the changing immigration policy not on any humanitarian concerns but rather on pragmatic, demographic arguments. By 2050, the world population is expected to increase by 2 billion people, according to the United Nations, but Japan’s population is expected to shrink by at least 20 million. Meanwhile, the fertility rate in Japan has fallen to 1.4 children per woman, while 28 percent of the country is over 65 years old. This means that the country’s population has been dropping by around 400,000 people a year

With unemployment consistently below 3 percent in recent years, even after the pandemic, employers are increasingly raising alarms about labor shortages. Last year, for the first time in Japan’s history, there were more jobs available than the number of job seekers in all of Japan’s 47 prefectures. In a country long known for its restrictive borders, immigration is now seen as the most obvious solution to that demographic challenge.

Japan has developed a unique program of customized immigration, based on specific requests for workers from various countries

Japan custom-orders a labor force in the 14 sectors where they are most urgently needed, including nurses and care workers, shipbuilders, farm workers, car mechanics, and workers in the fishing and construction industries

given that latest bill allows an easier pathway for skilled foreign workers to apply for permanent residency and, eventually, Japanese citizenship—it may do more than simply sustain society. “More workers will try to stay here permanently,” Oguma said. “So even if the bill is not meant to change Japan, it certainly has the potential to change Japanese society in the long term.”

most of Japanese society supports the changing immigration policy. In a recent survey by Nikkei, almost 70 percent of Japanese said it is “good” to see more foreigners in the country. “The nationalist, anti-immigrant groups here only make up perhaps 1-2 percent of voters. It’s not like Europe. And they have not raised their voices about this so far,”

bilateral agreements Japan has drafted with countries such as Indonesia and the Philippines, which will allow them to send tens of thousands of care workers to Japan annually. Both countries see this as a win-win proposition. Japan gets much-needed labor, the Philippines gets an increase in foreign remittances, and many workers will eventually return, having learned new valuable skills

opposition has largely come from Abe’s left, over concerns about a lack of regulation on employers, which they fear could lead to exploitation. Many foreign workers are already forced to work overtime, receive less pay, and risk having their passports and travel documents confiscated by employers

some factories in the mostly rural Gifu prefecture have implemented segregated bathrooms and locker rooms for domestic and foreign workers

This dynamic was common in the immigration debate in Europe and the United States in the 1980s and ’90s, when pro-business conservatives often pushed for more immigrants and guest workers, while labor unions raised concerns for workers’ rights and downward pressure on wages.

The widespread xenophobia in Japan is hardly a myth. In 2010, the U.N.’s human rights experts called out Japan for racism, discrimination, and exploitation of migrant workers. Increased immigration has not changed the country’s notoriously strict asylum policies. In 2018, only 42 asylum-seekers were approved, out of around 10,000 applicants.

he said he prefers the casual xenophobia of Japan to the structural racism of America

Sooner or later, Japan may face nationwide debate on what it means to be Japanese in the 21st century. Few countries undergoing demographic shifts are able to avoid these challenges.

When South Korea accepted 500 Yemeni refugees in 2018, it created storms of protests, with street rallies demanding that the Yemenis be sent back, calling them “fake refugees.”

In early June, thousands of people participated in Black Lives Matter protests in Tokyo, which has contributed to a nationwide debate on harassment of migrants and foreigners—as well as race.

“Xenophobic nationalists are generally irrelevant in politics. If there is a backlash, it will most likely begin as a local uprising against Tokyo, a populist revolt against the central government, just as in the EU,” Oguma said. “But I don’t see it happening right now. The far-right here is too atomized, each faction want different things. So I don’t really worry about an organized uprising.”

With massive stimulus spending and a robust, universal health care system, Japan has weathered the pandemic fairly well. Unemployment in April was 2.5 percent. While there has been some anecdotal evidence of increased racist harassment of foreign workers, coupled with an emerging skepticism toward globalization and migration, Japan at the moment is one of the few countries where resentment against immigrants is not the defining feature of politics.

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.

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.”

by taking up military history, Gladwell’s half-witted didacticism threatens to convince millions of people that the only solution to American butchery is to continue shelling out for sharper and larger knives

Although the phrase “Bomber Mafia” traditionally refers to the pre-World War II staff and graduates of the Air Corps Tactical School, Gladwell’s book expands the term to include both kooky tinkerers and buttoned-down military men. Wild, far-seeing mavericks, they understood that the possibilities of air power had only just been breached. They were also, as Gladwell insists at various points, typical Gladwellian protagonists: secluded oddballs whose technical zealotry and shared mission gave them a sense of community that propelled them beyond any station they could have achieved on their own.

Gladwell’s narrative is transmitted as seamlessly as the Wall Street or Silicon Valley koans that appear atop LinkedIn profiles, Clubhouse accounts, and Substack missives.

Gladwell has built a career out of making banality seem fresh

In 1968, he would join forces with segregationist George Wallace as the vice-presidential candidate on his “American Independent Party” ticket, a fact literally relegated to a footnote in Gladwell’s book. This kind of omission is par for the course in The Bomber Mafia. While Gladwell constantly reminds the reader that the air force leadership was trying to wage more effective wars so as to end all wars, he cannot help but shove under the rug that which is inconvenient

Drawing a false distinction between the Bomber Mafia and the British and American military leaders who preceded them allows Gladwell to make the case that a few committed brainiacs developed a humane, “tactical” kind of air power that has built the security of the world we live in today.

“What actually happened?” Gladwell asks of the Blitz. “Not that much! The panic never came,” he answers, before favorably referring to an unnamed “British government film from 1940,” which is in actuality the Academy Award-nominated propaganda short London Can Take It!, now understood to be emblematic of how the myth of the stoic Brit was manufactured.

Gladwell goes to great pains to portray Curtis “Bombs Away” LeMay as merely George Patton-like: a prima donna tactician with some masculinity issues. In reality, LeMay bears a closer resemblance to another iconic George C. Scott performance, one that LeMay directly inspired: Dr. Strangelove’s General Buck Turgidson, who at every turn attempts to force World War III and, at the movie’s close, when global annihilation awaits, soberly warns of a “mineshaft gap” between the United States and the Commies. That, as Gladwell might phrase it, was the “real” Curtis LeMay: a violent reactionary who was never killed or tried because he had the luck to wear the brass of the correct country on his uniform. “I suppose if I had lost the war, I would have been tried as a war criminal,” LeMay once told an Air Force cadet. “Fortunately, we were on the winning side.”

Why would Malcolm Gladwell, who seems to admire LeMay so much, talk at such great length about the lethality of LeMay’s Japanese firebombing? The answer lies in what this story leaves out. Mentioned only glancingly in Gladwell’s story are the atomic bombs dropped on Japan. The omission allows for a stupid and classically Gladwell argument: that indiscriminate firebombing brought a swift end to the war, and its attendant philosophical innovations continue to envelop us in a blanket of security that has not been adequately appreciated

While LeMay’s 1945 firebombing campaign was certainly excessive—and represented the same base indifference to human life that got Nazis strung up at Nuremberg—it did not end the war. The Japanese were not solely holding out because their military men were fanatical in ways that the Americans weren’t, as Gladwell seems to suggest, citing Conrad Crane, an Army staff historian and hagiographer of LeMay’s[1]; they were holding out because they wanted better terms of surrender—terms they had the prospect of negotiating with the Soviet Union. The United States, having already developed an atomic weapon—and having made the Soviet Union aware of it—decided to drop it as it became clear the Soviet Union was readying to invade Japan. On August 6, the United States dropped a bomb on Hiroshima. Three days later, and mere hours after the Soviet Union formally declared war on the morning of August 9, the Americans dropped the second atomic bomb on Nagasaki. An estimated 210,000 people were killed, the majority of them on the days of the bombings. It was the detonation of these bombs that forced the end of the war. The Japanese unconditional surrender to the Americans was announced on August 15 and formalized on the deck of the USS Missouri on September 2. As historians like Martin Sherwin and Tsuyoshi Hasegawa have pointed out, by dropping the bombs, the Truman administration had kept the Communist threat out of Japan. Imperial Japan was staunchly anticommunist, and under American post-war dominion, the country would remain that way. But Gladwell is unequipped to supply the necessary geopolitical context that could meaningfully explain why the American government would force an unconditional surrender when the possibility of negotiation remained totally live.

as is typical with Gladwell’s books and with many historical podcasts, interrogation of the actual historical record and the genuine moral dilemmas it poses—not the low-stakes bait that he trots out as an MBA case study in War—is subordinated to fluffy bullshit and biographical color

This is truly a lesson for the McKinsey set and passive-income crowd for whom The Bomber Mafia is intended: doing bad things is fine, so long as you privately feel bad about it.

The British advocacy group Action on Armed Violence just this month estimated that between 2016 and 2020 in Afghanistan, there were more than 2,100 civilians killed and 1,800 injured by air strikes; 37 percent of those killed were children.

the abundance of guano deposited by resting gannets and guillemots—along with Rockall’s almost vertical cliffs must have put off most sailors from landing, because it wasn’t set foot upon until 1811 when Lieutenant Basil Hall of the HMS Endymion led a small crew in two longboats to its summit. After having mistaken the islet for a ship under sail, an expedition was mounted as, Hall later wrote, “we had nothing better on our hands.” The trip was a waking nightmare. First came the difficult landing and ascent, complicated by a high swell and Rockall’s slippery cliffs: one false step, Hall wrote, “might have sent the explorer to investigate the secrets of the deep.” By some miracle, the crew clambered up to the summit, only for a dense fog to descend. Frightened about losing their ship, Hall and his men hopped back onto their boats as fast as the rising swell would allow. After several hours rowing through dense mist, they made it back to the Endymion.

though the United Kingdom maintains Rockall is its territory, it has given up using the islet to further its EEZ into the North Atlantic. Typically, a country’s EEZ is calculated to extend 200 nautical miles (370 kilometers) from its claimed territory. In 1997, however, the United Kingdom unilaterally decided to pull back the starting point for this calculation from Rockall to St. Kilda, an archipelago around 180 kilometers off the Scottish mainland.

The United Kingdom’s annexation also provoked a spree of visits from a cavalcade of nationalists and adventurers who considered the rock their personal ultima Thule. In 1975, the Dublin rock climber Willie Dick almost drowned attempting to plant the Irish tricolor on the summit, an act that grew out of the simmering outrage among Irish nationalists at Rockall’s incorporation into Inverness-shire, Scotland, three years earlier. A decade later, British Special Air Service (SAS) veteran Tom McClean sought to reaffirm British sovereignty over Rockall by becoming the first man to live on the rock. He spent 40 days huddled in a plywood box.

The Royal Navy wouldn’t return in force until 1955—this time with a helicopter, four marines, and a plaque declaring Rockall British territory to prevent it from being used as a base for the Soviet Union to spy on the United Kingdom’s missile tests.

The Irish government, however, refuses to recognize the United Kingdom’s title over Rockall. This means, in turn, that the waters around Rockall are not British territory at all, but just the far reaches of the United Kingdom’s exclusive economic zone (EEZ). Since both nations are currently members of the European Union, Irish trawlermen are entitled to fish in the United Kingdom’s EEZ under the European Union’s Common Fisheries Policy. In Dublin’s eyes, therefore, Rockall should have as much bearing on fishing rights as an iceberg or a shipwreck.

activists from Greenpeace in 1997, who rechristened Rockall the Republic of Waveland in protest of oil and gas exploration in its surrounding waters; a group of Belgian ham radio operators in 2011 who became so violently seasick during their trip to the island that they had to return to Scotland the next day; and Englishman Nick Hancock, who holds the world occupation record of 45 days for his stay on the islet.

The latest version of the Political Declaration on withdrawal seeks to preserve the status quo of fishing rights until a new agreement on access is reached between London and Brussels by July 2020, a deal the Scottish Fishermen’s Federation has endorsed provided no further concessions are made in permitting its European Union rivals to fish in British waters. However, because the federation’s members consider Rockall’s waters United Kingdom territory, and therefore never subject to the Common Fisheries Policy, access to the outcrop is likely to become an object of intense negotiation.

As the United Kingdom’s withdrawal date nears, few can predict whether Brexit will lead to new opportunities for British trawlermen no longer bound by the Common Fisheries Policy or clashes with their European counterparts over who can fish where, as occurred last summer when French boats rammed their British counterparts in a row over scallop stocks in the Baie de la Seine.

“The Japanese are particularly interested in Rockall,” Symmons says. Japan, too, claims ownership of an isolated rocky outcrop hundreds of kilometers from shore. While the largest islet in the Okinotorishima reef is no larger than a double bed, the Japanese government has spent an estimated US $600-million literally shoring up its island status with concrete barriers and titanium netting. Unlike the United Kingdom, though, Japan continues to claim a 200-nautical-mile EEZ around the formation, “much to the displeasure of the Chinese, [who] of course cite the UNCLOS convention,”

future horse-trading over the territoriality of a granite outcrop in the North Atlantic could, therefore, set a valuable precedent in the ongoing tussle over an artificially sheltered atoll in the western Pacific

Kim Jong Il paid no attention to the public aspect of ruling, whereas his son's visibility and embrace of popular culture appears to be aimed at convincing North Koreans that changes may actually occur under him

Authoritarian rulers don't long survive if they're truly out of touch with reality. They need to read palace politics, reward friends and punish enemies, and manage competing interests that are vying for power. Kim Jong Il lasted from 1994 until his death in December 2011 without any obvious internal challenge to his rule, a mark of his political acumen and mastery of factional politics. Although Kim Jong Un is inexperienced, he has held power for over a year and appears to have the acquiescence -- for now -- of the most powerful actors in Pyongyang.

Kim faces just as many risks if he meaningfully reforms domestic, economic, or social policy. Even within a totalitarian dictatorship, there are different factions, coalitions, and bureaucratic interests that will be injured by any change in the status quo. Economic reforms, for example, may ultimately help the country but will risk chaos in the markets, weaken powerful stakeholders within the vast bureaucracy, and potentially unleash rising expectations from the general public.

five bad decisions North Korea has made in the management of its economy. First, in the aftermath of the Korean War, Kim Jong Un's grandfather -- President Kim Il Sung -- focused exclusively on heavy industry development and the military while expecting the country to be self-sufficient in agriculture. In a country that only has 20 percent arable land, that was a huge mistake. Second, rather than seek technologies and innovations like the Green Revolution that helped nations like India make enormous gains in agricultural productivity in the 1960s and 1970s, the North tried to substitute longer work hours and revolutionary zeal. Given the broken infrastructure, this was like squeezing blood from a stone. Third, rather than trade with the outside world, the North went deeply into debt in the 1970s, borrowing and then defaulting on hundreds of millions of dollars in loans from European countries, which forever lost them lines of credit with any country or international financial institution. Fourth, in the 1980s and 1990s, the North undertook extremely wasteful mega-projects, building stadiums, hydropower projects, and tideland reclamation projects -- most of which failed or were never completed. Finally, after the Chinese and Soviets stopping giving aid to the North at the end of the Cold War, Pyongyang relied on humanitarian assistance as a form of income, instead of trying to fix their economy.

North Korea is one of the only countries in the world to have suffered a famine after industrialization

China has more influence over North Korea than any other country, but less influence than outsiders think. Beijing-Pyongyang relations haven't been warm ever since China normalized relations with South Korea over 20 years ago, and both sides resent the other. But Beijing has few options. Completely isolating Pyongyang and withdrawing economic and political support could lead to regime collapse, sending a flood of North Korean refugees across the border, and potentially drawing all the surrounding countries into conflict with each other -- which could see the devastating use of nuclear weapons. And China fears that any conflict, or a collapse, could put South Korean or even U.S. troops on its eastern border. As a result, Beijing -- much like Washington -- is faced with the choices of rhetorical pressure, quiet diplomacy, and mild sanctions. As long as China continues to value stability on the peninsula more than it worries about a few nuclear weapons, it will not fundamentally change its policy towards its unruly neighbor.

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.

the only thing that changed is the belief that something had changed

This article is about the strength and durability of that belief, and whether as a social fact it can be used to create a new political framing for world politics. In addressing this question I diff erentiate between a traditional materialist analysis of threat (whether something does or does not pose a specifi c sort of threat, and at what level) and a so-called securitizationanalysis (whether something can be successfully constructed as a threat, with this understanding being accepted by a wide and/or specifi cally relevant audience).4These two aspects of threat may run in close parallel, but they can also be quite separate. States, like people, can be paranoid (constructing threats where none exist) or complacent (ignoring actual threats). But since it is the success (or not) of the securitization that determines whether action is taken, that side of threat analysis deserves scrutiny just as close as that given to the material side

the explicit ‘long war’ framing of the GWoT is a securitizing move of potentially great signifi cance. If it succeeds as a widely accepted, world-organizing macro-securitization, it could structure global security for some decades, in the process helping to legitimize US primacy

US military expenditure remains largely aimed at meeting traditional challenges from other states, with only a small part specifi cally allocated for the GWoT. The signifi cance of the GWoT is much more political. Although a real threat from terrorists does exist, and needs to be met, the main signifi cance of the GWoT is as a political framing that might justify and legitimize US primacy, leadership and unilater-alism, both to Americans and to the rest of the world. This is one of the key diff erences between the GWoT and the Cold War. The Cold War pretty much wasUS grand strategy in a deep sense; the GWoT is not, but, as a brief glance at the USNSS of 2006 will show, is being promoted as if it were

Immediately following 9/11 NATO invoked article 5 for the fi rst time, thereby helping to legitimize the GWoT securitization.

In the case of Russia, China, Israel and India, the move has been to link their own local problems with ‘terrorism’ to the wider GWoT framing.

tied together several longstanding security concerns arising within the liberal order, most notably crime and the trades in drugs and the technologies for weapons of mass destruction (WMD). Within the frame of the liberal international economic order (LIEO), it is well understood that while opening state borders to fl ows of trade, fi nance, information and (skilled) people is generally to be promoted, such opening also has its dark side in which illiberal actors, mainly criminals and terrorists, can take advantage of liberal openness in pursuit of illiberal ends

There are fi ve obvious types of event that could signifi -cantly reinforce or undermine the GWoT securitization:ü the impact of further terrorist plans and/or attacks (or plans or attacks success-fully attributed to terrorists);ü the commitment of the United States to the GWoT securitization;ü the legitimacy of the United States as a securitization leader within interna-tional society;ü the (un)acceptability and (il)legitimacy of both the GWoT securitization as a whole or of particularist securitizations that get linked to it;ü the potency of securitizations competing with the GWoT

The escalation option would strengthen the GWoT securitization, and the reduction option would weaken it. More of the same does not look suffi cient to sustain the costs of a long-term macro-securitization unless the fear of escalation can be maintained at a high level.

Americans, like most other citizens of democracies, quite willingly surrender some of their civil liberties in times of war. But it is easy to see the grounds within American society for reactions against the GWoT securitization, especially if its legitimacy becomes contested. One source of such reactions would be civil libertarians and others opposed to the reasser-tion of government powers through a state of permanent fear and emergency. Another would be isolationists and ‘off shore balancers’ who oppose the current levels and logics of US global engagement

Grounds for opposition include its costs, in terms of both money and liberty, and the ineff ectiveness of a permanent increase in the state’s surveil-lance over everything from trade and fi nance to individual patterns of travel and consumption

reformulate the GWoT

Wilkinson, who has solid credentials as a hard foe of the terrorists, echoes a sentiment widely held across the political spectrum when he says that ‘If we undermine or destroy our hard-won liberties and rights in the name of security against terrorism we will give the terrorists a victory they could never win by the bomb and the gun.’28 In this respect it is of more than passing interest that all of the current strategies being used to pursue the GWoT seem actively to damage the liberal values they purport to defend.

A weight of punditry agrees that the Atlantic has got wider, to the point where even the idea that there is a western community is now under serious threat.

states might support or oppose the GWoT not only on its merits, but also because of how it plays into the global hierarchy of power

In terms of the GWoT securitization as a whole, some of the lines of opposition are the same in the rest of the world as they are in US domestic debates, particu-larly over what kinds of emergency action it legitimizes. To the extent that the GWoT becomes associated with actions that seem to contradict the values that the West seeks to represent against the likes of Al-Qaeda, the legitimacy of the securitization is corroded

The US successfully generated and led the macro-securitization of the Cold War against communism generally and the military power of the Soviet Union in particular. It was aided in this both by the broad acceptability of its own qualities as a leader in the West, and up to a point even in the Third World, and by the fact that other states, especially west European ones, plus Turkey, Japan and South Korea, shared the fear of communism and Soviet military power

Most western leaders (the ever undiplomatic Berlusconi having been a notable excep-tion) have tried hard right from the beginning not to stage the GWoT as a war between the West and Islam. They have trodden the diffi cult line of maintaining that, while most of the terrorists speak in the name of Islam, that does not mean that most adherents of Islam are terrorists or supporters of terrorists. But despite this, the profoundly worrying relinking of religion and politics in the United States, Israel and the Islamic world easily feeds zero-sum confl icts. This linkage could help to embed the securitization of the GWoT, as it seems to have done within the United States and Israel. If religious identities feed the growth of a ‘clash of civilizations’ mentality, as seems to have happened in the episode of the Danish cartoons, this too could reinforce the GWoT securitization. It could, equally, create a reaction against it from those who feel that their particular religion is being mis represented by fundamentalists, and/or from those who object to religious infl uence on politics. The latter is certainly part of what has widened the gap between the US and Europe

Al-Qaeda and its like, while clearly posing a threat to the West, do not represent a plausible political alternative to it, Islamist fantasies about a new caliphate notwithstanding. The contrast with the Cold War could not be more striking. Then, the designated opponent and object of securitization was a power that represented what seemed a plausible political alternative: one could easily imagine a communist world. The post-9/11 securitization focused neither on an alternative superpower nor on an alternative ideology, but on the chaos power of embittered and alienated minori-ties, along with a handful of pariah governments, and their ability to exploit the openness, the technology, and in some places the inequality, unfairness and failed states generated by the western system of political economy

Iraq. The US and British governments attempted to justify the invasion by linking Saddam Hussein’s regime to both terrorists and WMD. This securitizing move was successful within the United States, but vigorously contested in many other places, resulting in serious and damaging splits in both the EU and NATO. Russia was generally very supportive of the GWoT securitization, seeking to link its own diffi culties in Chechnya to it, but Putin joined Germany and France in strong opposition to the US-led invasion of Iraq. The ill-prepared occupation that followed the successful blitzkrieg against Iraq only deepened the splits, with many opponents of the war agreeing with Dana Allin’s assessment that ‘Iraq was probably the war that bin Laden wanted the United States to fi ght’,29and Wilkinson’s that it was ‘a gratuitous propaganda gift to bin Laden’.30 During the 2004 US election, even John Kerry began to argue the point that invasion of Iraq was distracting eff ort away from the GWoT.31 As the political disaster in Iraq continues to unfold, it is hard to avoid the conclusion that it was both a tactical and strategic blunder of epic proportions in relation to the problem of global terrorism represented by Al-Qaeda

There are quite a variety of possible candidates for competing securitizations. Rising sea levels or approaching asteroids, or the spread of a new killer plague, could easily put planetary environmental concerns at the top of the securitiza-tion agenda. But in conventional mode the most likely threat to the GWoT as dominant macro-securitization comes from the rise of China

It was perhaps only the perceived remoteness in time of China achieving superpower status that prevented this securitization from becoming the dominant rhetoric in Washington during the 1990s. As time marches on, the rise of China becomes more real and less hypothetical

Given an ongoing disposition within Washington to construct China as a threat, the likely increase in Chinese power, both relative and absolute, and the existence of tensions between the two governments over, inter alia, Taiwan, trade and human rights, it is not diffi cult to imagine circumstances in which concerns about China would become the dominant securitization within the United States

o long as China conducts its so-called ‘peaceful rise’ in such a way as not to threaten its neighbours or the general stability of interna-tional society, many outside the United States might actually welcome it. Europe is likely to be indiff erent, and many countries (e.g. Russia, China, India, Iran, France, Malaysia) support a rhetoric of multipolarity as their preferred power structure over the predominance of the United States as sole superpower.

Because a world govern-ment is not available, the problem pits international society against global uncivil society

By hardening borders, homeland security measures erode some of the principles of economic liberalism that they are designed to defend; and the same argument could be made about the trade-off between enhanced surveillance under the GWoT and the civil liberties that are part of the core referent object of western civilization

War is seldom good for liberal values even when fought in defence of them

Equalizing starts from the assumption that the root causes of terrorism lie in the inequalities and injustices that are both a legacy of human history and a feature of market economies. The long-term solution to terrorism in this perspective is to drain the waters in which the terrorists swim by redressing the inequalities and injustices that supposedly generate support for them. It is not my concern here to argue whether this contested cause–eff ect hypothesis is correct or not. My point is that if a policy along these lines is pursued, it cannot avoid undermining the foundations of a competitive market economy

f inequality is the source of terrorism, neo-liberal economics does not provide a quick enough solution

terrorism poses a double threat to liberal democratic societies: open direct assaults of the type that have become all too familiar, and insidious erosion as a consequence of the countermeasures taken

f it is impossible to elimi-nate terrorists, as is probably the case, then this drive risks the kind of permanent mobilization that inevitably corrodes liberal practices and values

If the priority is to preserve liberal values, one is pushed towards the option of learning to live with terrorism as an everyday risk while pursuing counter-measures that stop short of creating a garrison state.

The necessary condition for doing so is that state and society raise their toleration for damage as a price they pay for openness and freedom. Kenneth Waltz long ago made the point that ‘if freedom is wanted, insecurity must be accepted’,38 though it has to be said that this part of his analysis has made little impact on US thinking about national security

if terrorism is a problem of the long term, as it well might be for advanced industrial societies, it would require a level of democratic sophistication and commitment rather higher than anything yet seen

Europe is more resilient and better able to defend its values without resorting to excesses of securitization. By comparison, the United States seems a softer target, too easily pricked into intemperate reactions that in themselves work to under-mine what it claims to stand for

China is demonstrating that it can deploy forces far beyond its coastal waters on patrols where they conduct complex battle exercises, according to Japanese and Western naval experts. Chinese shipyards are turning out new nuclear and conventional submarines, destroyers, missile-armed patrol boats and surface ships at a higher rate than any other country.

Prime Minister Lee Hsien Loong of Singapore, one of Washington's most key allies in the region, said it was disappointing Obama would not be visiting Asia. "Obviously we prefer a U.S. government which is working to one which is not. And we prefer a U.S. President who is able to travel to fulfill his international duties to one who is preoccupied with his domestic preoccupations," Lee said after arriving in Bali. "It is a very great disappointment to us President Obama is unable to visit."

before 2012, Beijing didn’t even have an embassy in the Maldivian capital of Malé, given the smidgeon of diplomatic importance it assigned to the small atoll. Yet today, the country is awash with Chinese tourists, as well as large streams of Chinese foreign investment

$830 million upgrade of the airport, including a 1.3-mile bridge to link the airport island with the capital, which is a $400 million project

geo-economic clout

China has signed a free trade agreement with the Maldives and has “leased the uninhabited island Feydhoo Finolhu for tourism use for 50 years,”

hard economic power

“debt-for-leverage model is based on providing Chinese financial support for infrastructure projects in exchange for access to the natural resources of the beneficiary nation,”

70 percent of the total Maldivian debt, and $92 million a year in payments to China, roughly 10 percent of the entire budget

often Belt and Road projects do not always serve economic but rather geo-strategic, grand motives

In Pakistan, Sri Lanka, and the Maldives, the Chinese have been busy building ports, which they say are only for civilian use. While it is premature to see a conspiratorial chain of Chinese military facilities, it is also difficult to conclude that they are unrelated to Chinese maritime ambitions

a state of emergency and arrest Supreme Court judges last month after they ruled for the release of opposition politicians

Yameen’s actions have also drawn ire from India, the traditional peacekeeper in the region, though it has yet to take any direct action in the country, despite former President Mohamed Nasheed’s call for Indian troops to help stabilize the conflict-wracked island

Japanese charges — complete with a video — that Maldivian tankers have been secretly transferring goods to North Korean-flagged ships in grotesque violation of U.N. Security Council sanctions

if combatants purposely compelled people to flee during the conflict, then victims will need greater security assurances to return, along with accountability mechanisms that recognize these violations and provide restitution and justice. Rarely are state or nonstate actors held responsible for displacement.

an international refugee system that is increasingly seen as feckless and disconnected from the realities of modern migration. That’s because in civil wars, civilians are valuable assets for armed groups. If people are given the ability to escape conflict-affected countries, then they are not compelled to “pick a side” through their movements. Armed groups are deprived of vulnerable recruits and propaganda pawns. Leaving the country may still be perceived as treachery, but at least crossing the border puts civilians beyond the reach of all warring parties and makes them eligible for international protection. Limiting the possibility of exit only stands to embolden combatants while forcing people to decide between bad options.

strategic value in enacting more generous asylum policies as a tool of conflict management

hostility toward immigrants and surges of nationalist sentiment have been accompanied by political leaders recognizing the advantages of welcoming refugees from other countries. A prominent example is the Cold War. For the United States, accepting emigres from the Soviet Union and allied countries was a foreign-policy priority meant to signal the discontents of communist rule and the relative merits of American values and institutions. Today, the refugee system is in desperate need of reform, which could gain some momentum if more emphasis is placed on articulating and promoting the strategic benefits of asylum and refugee resettlement.

The key to Chinese state capitalism is control over a relatively closed financial system, which allows the Communist Party to funnel huge volumes of cheap credit to select projects, industries, and companies. But to have a truly international currency, one that the world's central banks want to hold, China would have to let investors from around the world buy and sell large volumes of Chinese financial assets. As a result, Beijing would have to dismantle that system of controls. It would need to permit capital to flow freely in and out of the country, let the market set interest rates and allow the currency to float. An independent legal system and transparent economic policymaking would also be useful. China has a choice. It can have an international currency that might challenge the U.S. dollar or it can keep its brand of state capitalism that has driven the economy and kept the Communist Party in power. But it cannot have both.

Beijing is not looking to export its economic and political model around the world, but it has become obsessed with soft power -- the idea that countries can get their way through the attractiveness of their society, rather than just by force or money. China is opening hundreds of Confucius Institutes around the world and spending billions to send its main state-owned media groups overseas, including launching a cable news channel in the United States. At the very least, Beijing hopes these investments can shift the way the world thinks about China, and maybe even chip away at the cultural influence the United States enjoys

Soft power is generated by society rather than the Ministry of Culture. The effort to shift its image is constantly undermined by the way that China actually treats its more awkward and interesting citizens -- from well-known figures like Nobel Peace Prize winner Liu Xiaobo and artist Ai Weiwei to the writer Yu Jie

The balance of influence between the United States and China over the coming decades will hinge to a large degree on which nation can mobilize other nations to its cause. This is an area where Washington is far more skilled. The new bursts of free trade projects in the Pacific and with the European Union are one example, even if they are far from being completed, and its long-lasting military alliances in Asia and Europe another.

the carrier is likely to put more muscle behind Beijing’s moves in the disputed South China Sea. Beijing claims most of the South China Sea, through which more than $5 trillion in annual trade passes. Brunei, Malaysia, the Philippines, Taiwan and Vietnam all have rival claims.