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Ed Webb

Shipping firms look to sail into the future | Business | M&G - 0 views

  • Global shipping firms under pressure to cut carbon emissions are experimenting with an age-old technology: sails to harness ocean winds and reduce reliance on costly fuels.
  • starting January 1, levels of air-polluting sulphur in marine fuel must be below 0.5 percent, according to new International Maritime Organisation standards — a sharp drop from today’s 3.5%
  • “Our 136-metre ship costs 30% more than current ships,” Zanuttini said, “but we compensate by using 80 to 90% less fuel.”Wind-powered vessels are also slower — a hard sell for some shipowners and clients who want their raw materials and merchandise to move as quick as possible.
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  • Operators of the 60 000 to 90 000 oil tankers, bulk carriers, ferries and other huge cargo ships plying the seas are racing to find alternatives to fuel oil as pollution rules are tightened. The industry generates roughly three percent of Earth-warming greenhouse gas emissions worldwide, a figure that experts say could reach 17% by 2050 if nothing is done.
  • picked by European rocket-maker Ariane Group for a sail-equipped cargo ship to transport parts for its new Ariane 6 launcher to French Guiana starting in 2022.The ship will be equipped with four huge rectangular sails rising 30 metres (100 feet) high, supplementing a motor and cutting fuel consumption by about 30 percent.
  • Beside sails, some firms have designed huge kites that pull cargo ships, though just a few operators have adopted the system.
  • Another option is to use “Flettner rotors” like those built by Norsepower of Finland, employing a technology developed by German engineers in the 1920s.The tall columns are installed on a ship and set spinning, creating lift that propels a ship forward when they catch a perpendicular wind.
  • wind advocates say tighter pollution rules — potentially including more widespread taxes on carbon emissions — will force shipping firms to clean up their act
Ed Webb

The Great Pivot: Why Dem Green Energy IRA Will Steamroll Fossil Fuels and Help Save the... - 0 views

  • Although it is true that Senator Joe Manchin (and, for all we know some other Dem senators) slipped some goodies into the bill for Big Carbon, those are small potatoes compared to the massive sums devoted to climate change amelioration. And, those funds come on top of billions that were in last fall’s Infrastructure Act for setting up charging stations around the country for electric vehicles, supplying schools with electric buses, and emissions reductions at ports and airports.
  • American energy is no longer a level playing field. It is starkly tilted against fossil fuels, both because of price structures and because of state government policy in big important states like California and New York.
  • Despite a slight uptick this year because of Russia’s invasion of Ukraine and subsequent high methane gas prices, coal is doomed and will decline to almost zero in this decade. Methane gas is also doomed but may last a little longer.
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  • Methane “natural” gas is already a loser in many US markets because a new gas plant generates electricity for 6.5 cents a kilowatt hour. Wind power is 4 cents a kilowatt hour this year, much cheaper than gas. Utility-scale solar in the US can be had for as little as 6 cents a kilowatt hour, already cheaper than gas and falling in cost rapidly.
  • new electricity generating capacity in the US will double the rest of this year and 82% of it will be wind, solar and battery
  • Energy companies will have a choice of putting in gas plants at high cost and a low government subsidy or putting in solar and wind at a low cost and high government subsidies.
  • As big wind and solar corporations emerge with their own lobbyists, the Republican Party’s attachment to the declining fossil fuel corporations will be weakened and then broken, and by the end of this decade we could see hawkish green Republicans in the House and Senate backed by companies like Xcel.
Ed Webb

Hurricane Ida Floods and Western Fires Won't Change Climate Politics - 0 views

  • as the current enthusiasm for expensive horse dewormer over free vaccines among part of the U.S. population shows, the United States is not a rational country. Nor is the world a rational place. Far from it. Facts alone are insufficient conditions for action.
  • The politics of the response to the COVID-19 disaster demonstrate that climate action in the United States and internationally will be extremely hard to achieve. The battle over policies like vaccine mandates has merely previewed the coming decades’ war over climate mandates.
  • Seamless collaboration makes for an appealing slogan but a poor theory of politics. Whole-of-government approaches rarely perform well due to the complexities of coordinating agencies with diverse procedures and conflicting interests. The real-world whole-of-society response to COVID-19 in the United States and many other countries (albeit not all of them) similarly ran aground.
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  • despite some real climate successes by the Chinese government, it’s not clear that authoritarian models offer a general solution. Restricting speech and freedom of information makes monitoring environmental conditions harder, and officials in such systems face their own bad short-term incentives.
  • we have yet to identify a moral equivalent of war that can supply a clear, visible foe against which to organize
  • there is no clear link between a challenge’s scale and willingness to cooperate—especially when the benefits and costs of policies fall unevenly, as they always will
  • communities where solar and wind projects will be sited often oppose such developments. In July, developers abandoned trying to turn a stretch of Nevada desert into what would have been the largest solar power array in the United States after opposition from a broad (and notably inter-ideological) coalition of residents, conservationists, bicyclists, and skydivers. As the project would have contributed up to one-tenth of Nevada’s electrical capacity, that single project’s failure threatens the state’s goal of achieving 50 percent reliance on renewable sources by 2030.
  • opposition to necessary climate policies extends beyond conservatives—and gets all the more tangled as you drill down into local issues. Even those who think globally don’t always act locally.
  • Making cities denser could substantially improve climate outcomes. Actually doing so will require American politicians to change zoning laws that make dense housing difficult or even illegal to build—a measure deeply unpopular with many homeowners, and especially the deeply unrepresentative set of citizens who show up to public hearings about new development.
  • Americans might support putting climate policies in packages with other policies, such as minimum wage increases, job guarantees, and affordable housing. Similarly, federal or state governments could preempt local governments and simply require policies enabling new housing (or just build housing themselves).
  • The incentives facing actors in the short run don’t align well with what’s needed for a fix in the long run
  • Many U.S. states and localities won’t even mandate vaccines—a simple solution for a well-defined problem. It’s hard to see how the much heavier lift of uprooting neighborhoods, curbing energy budgets, and sharing other costs will be borne by politicians responsive to an electorate more interested in the short term and immediate costs than in complex, long-term solutions.
  • Compared with the uncertainties and generational time scales for climate policies, the pandemic was easy mode—one that even came with the kind of technological quick fix (in the form of a vaccine) that’s unlikely to fix the climate.
  • Even the shock of an apocalypse isn’t the one weird trick needed to force action on catastrophic issues.
Ed Webb

Xi Just Radically Changed the Fight Against Climate Change - 0 views

  • in the world of climate politics it is hard to exaggerate China’s centrality. Thanks to the gigantic surge in economic growth since 2000 and its reliance on coal-fired electricity generation, China is now by far the largest emitter of carbon dioxide. At about 28 percent of the global total, the carbon dioxide produced in China (as opposed to that consumed in the form of Chinese exports) is about as much as that produced by the United States, European Union, and India combined. Per capita, its emissions are now greater than those of the EU if we count carbon dioxide emissions on a production rather than a consumption basis.
  • Allowing an equal ration for every person on the planet, it remains the case that the historic responsibility for excessive carbon accumulation lies overwhelmingly with the United States and Europe. Still today China’s emissions per capita are less than half those of the United States. But as far as future emissions are concerned, everything hinges on China
  • if fully implemented, China’s new commitment will by itself lower the projected temperature increase by 0.2-0.3 degrees Celsius. It is the largest favorable shock that their models have ever produced. There’s an obvious question, of course: Is Xi for real?
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  • Xi is not promising an immediate turnaround. The peak will still be expected around 2030. Recent investments in new coal-fired capacity have been alarming. A gigantic 58 gigawatts of coal-fired capacity have been approved or announced just in the first six months of this year. That is equivalent to 25 percent of America’s entire installed capacity and more than China has projected in the previous two years put together. Due to the decentralization of decision-making, Beijing has only partial control over the expansion of coal-burning capacity
  • Chinese officials laugh when they earnestly seek advice from Europeans on problems of the “just transition” and realize that the entire fossil fuel workforce that has to be taken care of in Germany is smaller than that of a single province in China. It will be an upheaval similar to the traumatic 1990s shakeout of Mao Zedong-era heavy industry.
  • Hitherto the only big bloc fully committed to neutrality was the EU. The hope for this year was an EU-China deal that would set the stage for ambitious new targets to be announced at the COP26 U.N. climate conference planned for Glasgow in November. Rather than a summit in Leipzig, the Sino-EU meeting took place via videoconference. The exchanges were surprisingly substantive. The Europeans wanted China to commit to peak emissions by 2025 and made menacing references to carbon taxes on imports from China if Beijing did not raise its ambition. They have given a cautious welcome to Xi’s U.N. statement. They can hardly have expected more.
  • Now the pressure will be on India, long China’s partner in resisting calls from the West for firm commitments to decarbonization, to make a similarly bold climate announcement
  • On the one hand, the Europeans increasingly want to stake out a strong position on Hong Kong, Xinjiang, human rights, and any geopolitical aggression in the South China Sea. Europe’s residual attachment to the United States is real. But China has now underscored how firmly it aligns with a common agenda with the EU on climate policy. The contrast to the Trump administration could hardly be starker.
  • The sobering truth is that neither the EU nor China is any longer conditioning its climate policy on the United States. If you are serious about the issue, how could you? If Washington does come around to supporting a Green New Deal of the Joe Biden variety, that will, of course, be welcome. But in light of America’s cavalier dismissal of the Paris agreement, even if a new administration were to make a new and more ambitious round of commitments, what would that amount to? So long as the basics of the American way of life remain nonnegotiable and climate skepticism has a strong grip on public opinion, so long as the rearguard of the fossil fuel industries is allowed the influence that it is, so long as one of the two main governing parties and the media that supports it are rogue, America’s democracy is not in a position to make credible commitments.
  • Trump’s inversion of U.S. policy is possible because Obama never put the Paris agreement to Congress. Indeed, after the abortive cap and trade legislation of 2009, the cornerstone of the original Green New Deal, the Obama administration abandoned major legislative initiatives on climate change. Instead, it relied on regulatory interventions and the force of cheap fracked gas to deliver a modest decarbonization agenda, anchored on ending coal.
  • If there are affordable and high-quality technological options, the switch to green will happen. Due to the advances in solar and wind power, we are rapidly approaching that point. Whatever Trump’s bluster, coal is on its way out in the United States, too.
  • There are no doubt positive synergies to be had between market-driven energy choices in the United States and the industrial policy options that the European and Chinese bids for neutrality will open up. Solar and wind have already given examples of that. But amid the shambles of U.S. policy both on climate and the coronavirus, it is time to recognize a qualitative difference between the United States and Europe and China. Whereas Europe and China can sustain an emphatic public commitment to meeting the challenges of the Anthropocene with international commitments and public investment, the structure of the U.S. political system and the depth and politicization of the culture wars make that impossible. Perversely, the only way to build bipartisan political support for a green transition in the United States may be to pitch it as a national security issue in a cold war competition with China.
  • For the United States, everything hangs in the balance. For the rest of the world, that is not the case. As Xi made clear on Sept. 22, as far as the most important collective issue facing humanity is concerned, the major players are no longer waiting. If the United States joins the decarbonization train, that will be all well and good. A constructive U.S. contribution to U.N. climate diplomacy will be most welcome. But the era in which the United States was the decisive voice has passed. China and Europe are decoupling.
Ed Webb

Murano glass factories forced to shut down furnaces during Europe's gas crisis - The Wa... - 0 views

  • In a typical year, the glass factories here power down only once, for maintenance in August. But with Europe in the midst of an energy crisis, facing a 400 percent increase in natural gas bills, the gas-fueled blazes needed to produce Murano’s richly colored, ornate creations have become a luxury the glassmakers can scarcely afford.
  • The gas crisis stems from a combination of factors — insufficient stockpiles within Europe, constrained supply from Russia and increased competition from Asia for access to liquid natural gas. And with the Kremlin threatening to cut off flows if it is hit with sanctions over Ukraine, the crisis could get worse.
  • For Murano’s glassmakers, who were already reeling from a pandemic lockdown in 2020 and massive flooding in 2019, support has come in the form of regional and national subsidies intended to help them get through the winter. But with gas prices continuing to rise, the subsidies aren’t expected to last them beyond next month, tops. That’s led companies like Effetre to keep their furnaces off — and some to consider closing up shop for good.
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  • In the eight centuries of Murano glassmaking, the use of natural gas is relatively new, adopted only in the 1950s.
  • But environmental regulations adopted in the interim prevent going back to wood. Local emissions would far exceed the legal threshold, explained Francesco Gonella, a physicist who specializes in artistic glass. “You may have a wood-powered stove up on a mountain, but you can’t have hundreds of wood-powered furnaces going at 1100 degrees Celsius,”
  • The glassmaking industry is responsible for only a tiny fraction of Italy’s emissions. But the work is energy-intensive. In a normal year, the Murano factories guzzle more than 13 million cubic meters of natural gas, according to a market insider speaking on the condition of anonymity because he wasn’t authorized by his company to talk. That’s as much as a town of 30,000 people would typically use in domestic heating. Yet Murano is an island of 5,000.
  • The range and depth of those colors, along with the level of artistry, help authentic Murano glass stand out from mass-produced versions from China.
  • “Murano’s is an unlucky sector,” said Gonella, the physicist. “It finds itself dealing with problems of different natures: commercial, because China rolls out counterfeit glass; environmental; and now the blow delivered by bills that are unsustainable for many.”
  • Electric furnaces can’t provide the kind of heat or artistic control they need. The sector has been looking into hydrogen as an alternative fuel. But that would require building a whole new network of pipes, designed to withstand corrosion from the hydrogen running through them.
  • “we’ll need a massive investment in local renewable technologies that won’t require the massive costs of importing power from the outside. Geothermic, absolutely, all around the island, and on it. Wind farms, off the lagoon, catching wind at dawn and dusk. And solar. All of these factories also need to be covered in solar panels.”
  • Mattia Rossi, 43, shuttered his family business this month because of financial problems made worse by skyrocketing bills.“If I’m shelling out 5,000 euros for the electric bill one month and 15 [thousand] the next, I won’t be able to raise the price by 30 to 40 percent. My goblet would no longer cost 80, but 150 euros. People just won’t buy it then. Because glass is a beautiful thing, but it’s not bread and milk. It’s unnecessary.”
Ed Webb

Climate Efforts Falling Short, U.N. Panel Says - NYTimes.com - 0 views

  • decades of foot-dragging by political leaders had propelled humanity into a critical situation, with greenhouse emissions rising faster than ever. Though it remains technically possible to keep planetary warming to a tolerable level, only an intensive push over the next 15 years to bring those emissions under control can achieve the goal
  • “If we lose another decade, it becomes extremely costly to achieve climate stabilization.”
  • the divisions between wealthy countries and poorer countries that have long bedeviled international climate talks were on display yet again in Berlin.Some developing countries insisted on stripping charts from the report’s executive summary that could have been read as requiring greater effort from them, while rich countries — including the United States — struck out language that might have been seen as implying that they needed to write big checks to the developing countries. Both points survived in the full version of the report, but were deleted from a synopsis meant to inform the world’s top political leaders
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  • since the intergovernmental panel issued its last major report in 2007, far more countries, states and cities have adopted climate plans, a measure of the growing political interest in tackling the problem. They include China and the United States, which are doing more domestically than they have been willing to commit to in international treaty negotiations
  • the emissions problem is still outrunning the determination to tackle it, with atmospheric carbon dioxide levels rising almost twice as fast in the first decade of this century as they did in the last decades of the 20th century. That reflects a huge rush to use coal-fired power plants in developing countries that are climbing up the income scale, especially China, while rich countries are making only slow progress in cutting their high emissions
  • It is increasingly clear that measures like tougher building codes and efficiency standards for cars and trucks can save energy and reduce emissions without harming people’s quality of life, the panel found. And the costs of renewable energy like wind and solar power are falling so fast that its deployment on a large scale is becoming practical
  • if greater efforts to cut emissions are not implemented soon, future generations seeking to limit or reverse climate damage will have to depend on technologies that permanently remove greenhouse gases from the air; in effect, they will be trying to undo the damage caused by the people of today
  • these technologies do not exist on any appreciable scale, the report said, and there is no guarantee that they will be available in the future, much less that they will be affordable
  • The new report, dealing with ways to limit the growth of the emissions that are causing climate change, is the third in recent months. A report released in Stockholm in September found a certainty of 95 percent or greater that humans were the main cause of global warming, and a report released in Yokohama, Japan, two weeks ago said profound effects were already being felt around the world, and were likely to get much worse.
  • the committee described money spent fighting climate change as a form of insurance against the most severe potential consequences
Ed Webb

Club Med: Israel, Egypt, and Others Form New Natural Gas Group - Foreign Policy - 0 views

  • a forum joining Israel, Egypt, Cyprus, and other neighbors to develop their new natural gas discoveries. The Eastern Mediterranean Gas Forum, announced Monday in Cairo, formalizes growing energy ties among recent rivals and could spur much-needed development of energy infrastructure required to tap the region’s potential as a source of energy for Europe and beyond. The forum in particular cements the growing commercial links between Israel and Egypt; Israel expects to start shipping natural gas to Egypt in the next few months as part of a landmark, $15 billion deal between the two countries.
  • a few notable absences, including Syria and Lebanon—both of which are trying to develop potential offshore gas fields—and especially Turkey
  • The new body will promote “discussions among countries that already have cooperation with each other,” said Brenda Shaffer, an energy expert at Georgetown University. “Hopefully, in the next round of the forum, Turkey will be involved, and that would make it much more significant and not just include the happy campers.”
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  • even with the creation of the new organization and increased energy exploration, the Eastern Mediterranean has a long way to go to truly become the kind of energy hub that many in the region and even in Brussels hope to see. The European Union’s top energy official, for instance, has repeatedly pointed to the Eastern Mediterranean’s potential as an alternative source of energy to importing gas from Russia, and Egypt dreams of again becoming an exporter of natural gas to Europe, as it was until 2012
  • grandiose plans, such as a pipeline snaking across to southern Europe via Crete, keep colliding with political and economic realities. Deep waters and high costs make building a pipeline to Europe an expensive proposition
  • Another option to market the gas would be to build liquefied natural gas (LNG) terminals; liquefied gas can be shipped on tankers around the world. But the problem, aside from the upfront cost of building the expensive infrastructure needed to superchill natural gas, is the economics of the gas trade, especially when it comes to competing with Russian energy supplies to Europe. LNG costs a lot more than natural gas shipped through a pipeline, and Russian gas is especially cheap.
  • Europe’s dependence on Russian energy is growing,
  • Tapping its own natural gas fields would enable Cyprus to replace costly energy imports and power its economy. Israel has already turned its first offshore gas discoveries into a new, cleaner source of electricity, and the country hopes to phase out coal entirely over the next decade. Egypt, too, is using domestic natural gas resources to keep the lights on and factories running, and natural gas demand there is expected to keep growing and potentially gobble up whatever is produced by additional offshore discoveries.
Ed Webb

Mining the Future - Foreign Policy - 0 views

  • No new phone, tablet, car, or satellite transferring your data at lightning speed can be made without certain minerals and metals that are buried in a surprisingly small number of countries, and for which few commonly found substitutes are available. Operating in niche markets with limited transparency and often in politically unstable countries, Chinese firms have locked up supplies of these minerals and metals with a combination of state-directed investment and state-backed capital, making long-term strategic plays, sometimes at a loss
  • unprecedented concentration of market power
  • “Made in China 2025,” aims to build strategic industries in national defense, science, and technology. To meet these objectives, in October 2016, the Ministry of Industry and Information Technology announced an action plan for its metals industry to achieve world-power status: By deploying state-owned enterprises and private firms to resource-rich hot spots around the globe, China would develop and secure other countries’ mineral reserves—including minerals in which China already holds a dominant position
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  • 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.
Ed Webb

10 Conflicts to Watch in 2020 - 0 views

  • Only time will tell how much of the United States’ transactional unilateralism, contempt for traditional allies, and dalliance with traditional rivals will endure—and how much will vanish with Donald Trump’s presidency. Still, it would be hard to deny that something is afoot. The understandings and balance of power on which the global order had once been predicated—imperfect, unfair, and problematic as they were—are no longer operative. Washington is both eager to retain the benefits of its leadership and unwilling to shoulder the burdens of carrying it. As a consequence, it is guilty of the cardinal sin of any great power: allowing the gap between ends and means to grow. These days, neither friend nor foe knows quite where America stands
  • Moscow’s policy abroad is opportunistic—seeking to turn crises to its advantage—though today that is perhaps as much strategy as it needs
  • Exaggerated faith in outside assistance can distort local actors’ calculations, pushing them toward uncompromising positions and encouraging them to court dangers against which they believe they are immune. In Libya, a crisis risks dangerous metastasis as Russia intervenes on behalf of a rebel general marching on the capital, the United States sends muddled messages, Turkey threatens to come to the government’s rescue, and Europe—a stone’s throw away—displays impotence amid internal rifts. In Venezuela, the government’s obstinacy, fueled by faith that Russia and China will cushion its economic downfall, clashes with the opposition’s lack of realism, powered by U.S. suggestions it will oust President Nicolás Maduro.
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  • As leaders understand the limits of allies’ backing, reality sinks in. Saudi Arabia, initially encouraged by the Trump administration’s apparent blank check, flexed its regional muscle until a series of brazen Iranian attacks and noticeable U.S. nonresponses showed the kingdom the extent of its exposure, driving it to seek a settlement in Yemen and, perhaps, de-escalation with Iran.
  • another trend that warrants attention: the phenomenon of mass protests across the globe. It is an equal-opportunity discontent, shaking countries governed by both the left and right, democracies and autocracies, rich and poor, from Latin America to Asia and Africa. Particularly striking are those in the Middle East—because many observers thought that the broken illusions and horrific bloodshed that came in the wake of the 2011 uprisings would dissuade another round.
  • In Sudan, arguably one of this past year’s better news stories, protests led to long-serving autocrat Omar al-Bashir’s downfall and ushered in a transition that could yield a more democratic and peaceful order. In Algeria, meanwhile, leaders have merely played musical chairs. In too many other places, they have cracked down. Still, in almost all, the pervasive sense of economic injustice that brought people onto the streets remains. If governments new or old cannot address that, the world should expect more cities ablaze this coming year.
  • More people are being killed as a result of fighting in Afghanistan than in any other current conflict in the world.
  • In 2018, aggressive international intervention in Yemen prevented what U.N. officials deemed the world’s worst humanitarian crisis from deteriorating further; 2020 could offer a rare opportunity to wind down the war. That chance, however, is the product of a confluence of local, regional, and international factors and, if not seized now, may quickly fade.
  • Burkina Faso is the latest country to fall victim to the instability plaguing Africa’s Sahel region.
  • Mass protests between 2015 and 2018 that brought Abiy to power were motivated primarily by political and socioeconomic grievances. But they had ethnic undertones too, particularly in Ethiopia’s most populous regions, Amhara and Oromia, whose leaders hoped to reduce the long-dominant Tigray minority’s influence. Abiy’s liberalization and efforts to dismantle the existing order have given new energy to ethnonationalism, while weakening the central state.
  • Perhaps nowhere are both promise and peril for the coming year starker than in Ethiopia, East Africa’s most populous and influential state.
  • Burkina Faso’s volatility matters not only because of harm inflicted on its own citizens, but because the country borders other nations, including several along West Africa’s coast. Those countries have suffered few attacks since jihadis struck resorts in Ivory Coast in 2016. But some evidence, including militants’ own statements, suggest they might use Burkina Faso as a launching pad for operations along the coast or to put down roots in the northernmost regions of countries such as Ivory Coast, Ghana, or Benin.
  • The war in Libya risks getting worse in the coming months, as rival factions increasingly rely on foreign military backing to change the balance of power. The threat of major violence has loomed since the country split into two parallel administrations following contested elections in 2014. U.N. attempts at reunification faltered, and since 2016 Libya has been divided between the internationally recognized government of Prime Minister Fayez al-Sarraj in Tripoli and a rival government based in eastern Libya. The Islamic State established a small foothold but was defeated; militias fought over Libya’s oil infrastructure on the coast; and tribal clashes unsettled the country’s vast southern desert. But fighting never tipped into a broader confrontation.
  • In April 2019, forces commanded by Khalifa Haftar, which are backed by the government in the east, laid siege to Tripoli, edging the country toward all-out war.
  • Emirati drones and airplanes, hundreds of Russian private military contractors, and African soldiers recruited into Haftar’s forces confront Turkish drones and military vehicles, raising the specter of an escalating proxy battle on the Mediterranean
  • A diplomatic breakthrough to de-escalate tensions between the Gulf states and Iran or between Washington and Tehran remains possible. But, as sanctions take their toll and Iran fights back, time is running out.
  • After falling off the international radar for years, a flare-up between India and Pakistan in 2019 over the disputed region of Kashmir brought the crisis back into sharp focus. Both countries lay claim to the Himalayan territory, split by an informal boundary, known as the Line of Control, since the first Indian-Pakistani war of 1947-48.
Ed Webb

US Joins in Global Movement to Make Asylum Harder to Obtain - 0 views

  • The U.S. is increasingly aligning itself with wealthy countries in Europe and elsewhere to make asylum a more distant prospect. On Thursday, American authorities sent a Honduran man from El Paso, Texas, to Guatemala. It marked the first time the U.S. government directed an asylum-seeker back to that country under the new policy, which gave him an option to file a claim there. He decided against filing a claim and returned to Honduras, according to Guatemala’s foreign ministry.
  • In nine months, the administration returned more than 55,000 asylum-seekers to Mexico to wait for their cases to wind through U.S. courts.
  • The U.S. isn’t alone in asking other countries to block migrants. After about 1 million refugees traveled through Turkey and Greece to seek safety in Europe, the European Union agreed in 2016 to pay Turkey billions of euros to keep them in refugee camps. The EU has also funded the Libyan Coast Guard to stop Africans from crossing the Mediterranean, where thousands have drowned. Libyan forces have kept refugees in squalid conditions and inflicted torture.
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  • 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,”
Ed Webb

Will a Global Depression Caused by the Coronavirus Pandemic Trigger Another World War? - 0 views

  • worth asking whether the combination of a pandemic and a major economic depression is making war more or less likely. What does history and theory tell us about that question?
  • neither plague nor depression make war impossible
  • But war could still be much less likely
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  • Because states often go to war out of sense of overconfidence (however misplaced it sometimes turns out to be), pandemic-induced pessimism should be conducive to peace.
  • even an impulsive and headstrong warmaker like Saudi Arabia’s Mohammed bin Salman has gotten more interested in winding down his brutal and unsuccessful military campaign in Yemen.
  • One familiar argument is the so-called diversionary (or “scapegoat”) theory of war. It suggests that leaders who are worried about their popularity at home will try to divert attention from their failures by provoking a crisis with a foreign power and maybe even using force against it. Drawing on this logic, some Americans now worry that President Donald Trump will decide to attack a country like Iran or Venezuela in the run-up to the presidential election and especially if he thinks he’s likely to lose.
  • This outcome strikes me as unlikely, even if one ignores the logical and empirical flaws in the theory itself. War is always a gamble, and should things go badly—even a little bit—it would hammer the last nail in the coffin of Trump’s declining fortunes. Moreover, none of the countries Trump might consider going after pose an imminent threat to U.S. security, and even his staunchest supporters may wonder why he is wasting time and money going after Iran or Venezuela at a moment when thousands of Americans are dying preventable deaths at home
  • states do not start wars unless they believe they will win a quick and relatively cheap victory. As John Mearsheimer showed in his classic book Conventional Deterrence, national leaders avoid war when they are convinced it will be long, bloody, costly, and uncertain. To choose war, political leaders have to convince themselves they can either win a quick, cheap, and decisive victory or achieve some limited objective at low cost. Europe went to war in 1914 with each side believing it would win a rapid and easy victory, and Nazi Germany developed the strategy of blitzkrieg in order to subdue its foes as quickly and cheaply as possible. Iraq attacked Iran in 1980 because Saddam believed the Islamic Republic was in disarray and would be easy to defeat, and George W. Bush invaded Iraq in 2003 convinced the war would be short, successful, and pay for itself.
  • Another familiar folk theory is “military Keynesianism.” War generates a lot of economic demand, and it can sometimes lift depressed economies out of the doldrums and back toward prosperity and full employment. The obvious case in point here is World War II, which did help the U.S economy finally escape the quicksand of the Great Depression. Those who are convinced that great powers go to war primarily to keep Big Business (or the arms industry) happy are naturally drawn to this sort of argument, and they might worry that governments looking at bleak economic forecasts will try to restart their economies through some sort of military adventure. I doubt it. It takes a really big war to generate a significant stimulus, and it is hard to imagine any country launching a large-scale war—with all its attendant risks—at a moment when debt levels are already soaring
  • Economic downturns can encourage war in some special circumstances, especially when a war would enable a country facing severe hardships to capture something of immediate and significant value. Saddam Hussein’s decision to seize Kuwait in 1990 fits this model perfectly:
  • Even conquering an oil-rich country—the sort of greedy acquisitiveness that Trump occasionally hints at—doesn’t look attractive when there’s a vast glut on the market
  • a sustained economic depression could make war more likely by strengthening fascist or xenophobic political movements, fueling protectionism and hypernationalism, and making it more difficult for countries to reach mutually acceptable bargains with each other
  • Nationalism, xenophobia, and authoritarian rule were making a comeback well before COVID-19 struck, but the economic misery now occurring in every corner of the world could intensify these trends and leave us in a more war-prone condition when fear of the virus has diminished.
  • launching a war has to be one of the least efficient methods available. The threat of war usually spooks investors too, which any politician with their eye on the stock market would be loath to do
  • The bottom line: Economic conditions (i.e., a depression) may affect the broader political environment in which decisions for war or peace are made, but they are only one factor among many and rarely the most significant. Even if the COVID-19 pandemic has large, lasting, and negative effects on the world economy—as seems quite likely—it is not likely to affect the probability of war very much, especially in the short term.
  • I can’t rule out another powerful cause of war—stupidity—especially when it is so much in evidence in some quarters these days
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