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Showing posts with the label China

Europeanists in Combat Boots

Internationalism No. 73, March 2025 Page 16 Three years of war in Ukraine. Perhaps with a truce in sight, albeit in the heated climate of the European shock over the Atlantic crisis and the American about-face. Trump wants to make a deal with Putin without regard for Kyiv and the EU; doubts are spreading as to whether America can be trusted anymore. Friedrich Merz, the next head of the German government, has been heard uttering words that would previously have been unthinkable for an Atlanticist like him: We must become independent from the United States; Berlin must agree with London and Paris on the nuclear protection of Europe. It is uncertain whether NATO, in its present form, will be suitable for this “epochal break”, or whether new European structures will be needed. Perhaps the objective is a Europeanised NATO, a centre of gravity in the Old Continent that can contain or compensate for American oscillations and the unpredictable behaviour of its bull...

Leapfrogging: The Chinese Auto Industry’s Leap Forward

Internationalism No. 73, March 2025 Page 15 From the series The world car battle It is predicted that next year in China the sales of electrified vehicles (mainly battery-powered or hybrid) will for the first time overtake those of cars with an internal combustion engine. This development will mark a historic about turn which will put the world's biggest auto market years ahead of its Western rivals [Financial Times, December 26th]. Meanwhile, the growth in sales of electric vehicles in Europe and the United States has slowed. BYD's leap forward Another important development in 2024 was the record sales of Chinese brands in China: they rose from 38% of the total in 2020 to 56%, a sign of the maturation of the national auto industry which is now able to challenge the Japanese, American, and European manufacturers. BYD's leap forward is impressive, comparable to that of Ford Motors after the First World War, when with the Model T, introduc...

Toyota Chases Tesla and Aims for Supremacy

Internationalism No. 71, January 2025 Page 1 From the series The world car battle On September 6th, Toyota, the world's largest car manufacturer, an nounced a revised target of building I million electric vehicles by 2026, lowering its previous goal by 1.5 million, according to Automotive News . Difficulties of the electric sector A key driver behind the energy transition, particularly as regards vehicle electrification, is that countries which lack oil and natural gas resources need to reduce their reliance on regions prone to political instability and conflict. China has taken on the challenge of large-scale electrification, even though the electric car was pioneered by US manufacturers like Tesla and the Franco-Japanese Renault-Nissan alliance. Other nations have followed suit out of necessity. By focusing solely on environmental concerns, without factoring in China’s role, it is impossible to understand the impetus behind the global energy trans...

China on the Doorstep of the TPP

Internationalism No. 33, November 2021 Page 7 The signing of the Regional Comprehensive Economic Partnership ( RCEP ), a major Asian trade agreement, in November 2020, was remarkable because India decided not to take part in it while Japan was determined to strike a deal with China, despite the difficult political transition underway in Washington. Some questions arose at that time. Would the EU show as much autonomy from the United States on the Euro-Chinese economic negotiation front? Would India eventually join the RCEP ? Would the United States return to the competing transpacific project? Would China also seek to join also the Trans-Pacific Partnership ( TPP )? TPP ’s variable geometry In December 2020 came the first reaction from the European Union, which signed the EU-China Comprehensive Agreement on Investments ( CAI ), ignoring a request from Joe Biden’s new presidency to stall the proceedings. On September 16 th , 2021 the question regarding China w...

Tokyo’s Balancing Act over Rearmament for a Stormy Fifteen Years

Internationalism No. 33, November 2021 Page 4 The taifu shizun , Japan’s typhoon season, last from May to October and is especially intense between August and September. Straits Times , a prestigious Singaporean newspaper, recently used the metaphor, invoking the rumbling of thunder and lightning bolts in relation to the announcement of the AUKUS deal (Washington’s strategic relaunch in the Indo-Pacific), and the immediate Chinese economic response, with China applying to join the CPTPP , the equivalent trading bloc to the RCEP in the Pacific. A hot autumn in the Indo-Pacific Other events have contributed to upsetting the Asian waters: the American withdrawal from Kabul, which has raised doubts about American credibility among its allies and Asian partners; a succession of North Korean ballistic tests, with the novelty of a Pyongyang cruise missile being deployed; the test conducted by Seoul of a ballistic missile aboard a conve...

The National Gamble of Poland

Internationalism No. 33, November 2021 Page 3 From the series European News In a lawsuit brought by Prime Minister Mateusz Morawiecki, the Constitutional Tribunal, which is composed of judges chosen by the government, ruled that fundamental parts of the EU Treaty are incompatible with the Constitution of the Republic of Poland. This ruling thus denies the primacy of European law over national law, undermining both the political assumption of continental integration and the supranational character of the EU . Vectors of Polish history We can shed light on this event if we consider the four field vectors that cross Poland: its traditional ethnic-religious nationalism, its marked Atlantic tropism, the objective attraction exerted by the European force field, and the looming threat of Russia. The general picture is global collisions: China’s irruption and the crisis in the world order have put pressure on Warsaw to define its st...

The Fog of War between the Powers in Asia

Internationalism No. 33, November 2021 Page 2 Fog of war is a military expression referring to the difficulty, during the course of battle, of knowing and calculating all factors at play as they unfold and interact. This image can be extended to the military-strategic and also to the political dimension of power relations: today a rearmaments race, regular parades of war devices, new alliances, political warnings and mutual ambiguities in Asia signal the agitated beginning of a long crescendo of tensions. A number of questions can help us understand the new characteristics of this contention. Should NATO extend its strategic aim to the confrontation with China? Jens Stoltenberg, the Alliance’s secretary general and a Norwegian — a fact which expresses an Atlanticism closely aligned with American positions — thinks so. He tells the Financial Times that China, even though it cannot be defined exclusively as an adversary , is having an impact on European ...

Speculative Race for Charging Stations

From the series The world car battle If at the beginning of the 21 st century electrification had technological limits in batteries, both in terms of cost and range, these are now partly overcome, because electric cars have a range of 240-450 km, more than enough for 95% of journeys of less than 50 km. The major obstacle remains the construction of a network of charging stations and their integration with the electricity grid. The race between China, Europe, and USA UBS Evidence Lab, a team of UBS bank experts working in 55 specialised labs to provide data on investment decisions, predicts that cost parity between electric and internal combustion cars will be achieved in 2024 [ Inside EVs , October 20th 2020]. By then, the development of car electrification will be self-sustaining without government subsidies. Bloomberg New Energy Finance (BNEF), in its report Electric Vehicle Outlook 2020 , estimates that by 2022 carmakers will have 500 different models of electric cars avai...

The Chinese Dragon Does Not Wait for American Rearmament

From the series News from the Silk Road According to The Washington Post , through the federal budget the White House has opened negotiations with the Senate that include long-term competition with China. The figures — $6 trillion, including infrastructure and family welfare plans — will vary in the negotiations, and will be centred on three directives. One demand is common to various proposals of expenditure: they must have a positive impact on the American productivity vis-à-vis China on the open fronts of industrial, energy and technological restructuring, or on the efficiency of welfare systems. In the case of welfare, the competition is also vis-à-vis Europe. Another calculation, attributed to Biden’s administration and the Democrats, is the enlargement of the electoral coalition in view of the next mid-term elections. Finally, there is a need to direct military expenditure, within the framework of a greater increase in the other items of discretionary expenditure, not absorb...