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U.S.-China Tech Competition Expands to AI Regulations
Competition between the U.S. and China in artificial intelligence has expanded into a race to design and implement comprehensive AI regulations. The efforts to come up with rules to ensure AI’s trustworthiness, safety, and transparency come at a time when governments around the world are exploring the impact of the technology on national security and education.
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The Liberal Cyber Order
Grand strategy is a theory of security, a logical narrative about how states employ the instruments of national power to make themselves safe. States may choose from a variety of grand strategies. Joshua Rovner writes that two grand strategies are particularly important to the current U.S. debate: restraint and liberal internationalism. Last month the Biden administration released its National Cybersecurity Strategy, which offers a full display of the foundations of liberal internationalism. This is surprising, since Joe Biden’s approach to national security has always blended liberal ideals with realist restraint.
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U.S., Taiwan Defense to Firms Explore Weapons Co-Production
Defense contractors from the U.S. and Taiwan will next month resume in-person conversations to explore possibilities of co-producing weapons, a move likely to ignite protests from China. The Taiwan-US Defense Industry Forum will meet on May 3 in Taipei, with a focus on co-production, integrating Taiwan’s industrial capabilities, and a range of defense cooperation issues.
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The U.S. Is About to Blow Up a Fake Warship in the South China Sea – but Naval Rivalry with Beijing Is Very Real and Growing
As part of a joint military exercise with the Philippines, the U.S. Navy is slated to sink a mock warship on April 26, 2023, in the South China Sea. For its part, China is holding its own staged military event involving actual warships and fighter jets deployed around Taiwan. More than a century after President Theodore Roosevelt made the United States the preeminent maritime power in the Pacific, that position is under threat. China is seeking to displace it. The next time a warship is blown up in the South China Sea, it may not be just a drill.
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Taiwan's Choice: China or the United States?
Following overseas trips by the current and former Taiwanese presidents, political parties are gearing up for Taiwan’s 2024 election, with the slogan “war or peace” dominating the conversation.
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Iraq: Twenty Years On, Two Narratives Emerge
Twenty years on, discussions of the U.S. invasion and occupation of Iraq offer two distinct yet incongruent narratives. Most, if not all, veterans of “Iraqi Freedom” tell an inward-facing story focusing on tactical and operational “lessons” largely devoid of political context. Meanwhile, Iraqi scholars and civilians look at the political and social upheaval, concentrating far more on the costs of war than on the supposed benefits of U.S. interventionism.
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EV Batteries: Chinese Dominance Raises Thorny Questions
Chinese firms currently dominate the electric vehicle battery supply chain — from mining and refining through to final assembly. This leaves Western automakers with little option but to rely on Chinese-made batteries.
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The Rise and Fall of the Belt and Road Initiative
Amidst accusations of “debt-trap diplomacy,” Chinese companies seek more overseas direct investment opportunities and fewer foreign contracted projects as Xi’s flagship initiative is stymied by poor risk management.
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Better Together: Japan and the Five Eyes Need to Focus on Critical Minerals
Critical minerals are being consumed in greater volumes than ever before, and the level of demand will only increase over the next 10 to 20 years, and beyond. The governments of Japan and the Five Eyes countries (Australia, Canada, New Zealand, the United Kingdom and the United States) are aware that critical minerals, including rare-earth elements, will be increasingly needed as the world shifts from fossil-fuel systems to renewable energy sources. The partner nations are also clear about the challenges and opportunities, especially given that the supply chains for several critical minerals have only one or few dominant key players.
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Polish Shale Gas May Be the answer to the EU's Energy Shortage
Although there is currently no shale gas production in Europe, Polish energy experts say it could easily be brought back to the table to alleviate the European energy crisis.
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A Balancing Act: What to Do About Taiwan
If one of the world’s liberal democracies were to be taken over by a neo-totalitarian superpower, what would this imply for the future of freedom in Asia? What should we make of China’s claims about Taiwan? Should the U.S. replace its current policy of “strategic ambiguity” with a more explicit commitment to Taiwan’s defense?
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Taiwan’s High-End Semiconductors: Supply Chain Interdependence and Geopolitical Vulnerability
What are the geopolitical implications of Taiwan’s dominance in global semiconductor production? How would the peaceful annexation or outright invasion of Taiwan by China affect the United States, its allies and partners, and the global economy? What are the United States’ options for mitigating or reversing the unfavorable effects of either unification scenario?
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Australian Government Needs to Go ack to Basics to Build an Australian Rare-Earths Industry
China has moved well beyond an aspiration to monopolize the production of rare earths. It aims for leadership in the production of the full range of goods making use of rare earths—from electric cars to wind turbines, MRI scanners, lasers and rocket motors.
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The U.S. Needs to Ditch Its America-First Approach to Critical Minerals
More and more countries with advanced economies have begun to prioritize the supply and value chains for critical minerals and rare-earth elements because of their links with advanced and low-emissions technologies. In some countries, governments have responded to the critical minerals challenge by adopting a new version of economic nationalism. But unilateral responses will not produce secure or reliable supply chains. Indeed, economic nationalism may actually aggravate the problem.
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China Said to Ask Domestic Firms to Shun Big Four Accountants
In a possible sign that the so-called “decoupling” of the U.S. and Chinese economies is continuing, a recent media report said that the Chinese government has urged large state-owned enterprises (SOEs) to cease using the world’s biggest global accounting firms to audit their onshore businesses.
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More headlines
The long view
European Arms Imports Nearly Double, U.S. and French Exports Rise, and Russian Exports Fall Sharply
States in Europe almost doubled their imports of major arms (+94 per cent) between 2014–18 and 2019–23. The United States increased its arms exports by 17 per cent between 2014–18 and 2019–23, while Russia’s arms exports halved. Russia was for the first time the third largest arms exporter, falling just behind France.
LNG Exports Have Had No Impact on Domestic Energy Costs: Analysis
U.S. liquified natural gas (LNG) exports have not had any sustained and significant direct impact on U.S. natural gas prices and have, in fact, spurred production and productivity gains, which contribute to downward pressure on domestic prices.