Rethinking Indonesia’s nickel market dominance

Calling Indonesia “the Saudi Arabia of nickel,” one of the metals underpinning global steel production and ambitions to decarbonize energy and transport systems, would be an insult to Indonesia’s market dominance.

Indonesia’s mines accounted for nearly half of global nickel production in 2022. It has banned raw nickel exports since 2020 as the country pushes to move up global value chains for renewable energy. 

Indonesia is a G20 member, a developing democracy and has an enormous potential home market for both steel and electric vehicles (EV).

But despite the seeming centrality of nickel to net-zero ambitions, Indonesia may find itself in a situation eerily similar to that of Saudi Arabia and its oil reserves — sitting atop plentiful resources whose value is set to wane as the EV sector booms. The challenge lies in navigating two landscapes, one geopolitical and one chemical.

In a shifting geopolitical environment, Indonesia is attempting to secure a more prominent place in the EV battery supply chain. This involves moving beyond mining ore and benefaction to battery assembly at a time when major EV battery importers like the United States and the European Union (EU) are onshoring battery assembly.

In the United States, these attempts include enticing tax credits in the Inflation Reduction Act (IRA). In Europe, they include government loans via the InvestEU program, independent member-state initiatives and an anti-subsidy investigation into Chinese automakers. 

The investigation aimed to prevent Chinese EV makers who source nickel from Indonesia from flooding the European market with cheap imports. In both instances, Indonesia’s reliance on Chinese manufacturers and finance in the nickel sector creates vulnerabilities for its EV ambitions.

The second challenge is more fundamental. Indonesia’s nickel reserves and industrial ambitions are at risk of being rendered less valuable by changes in battery chemistry, or the combination of materials and technologies used in the batteries themselves. 

Nickel is a key component in nickel-manganese-cobalt (NMC) batteries, which currently dominate the market due to advantages in range and power-to-weight. But this dominance may be fleeting.

As with most things EV-related, Tesla is the bellwether. In 2021, Tesla adopted lithium iron phosphate (LFP) batteries, with nearly half of its production models using them by the first quarter of 2022

In August of this year, Tesla CEO Elon Musk announced that the company would be transitioning most of its entry-level vehicles – Model 3 and Model Y – and its shorter-range semi-trucks to using LFP batteries. For a regional hub, Tesla chose to set up shop in neighboring Malaysia rather than in the nickel giant.

Indonesian President Joko Widodo talks with Founder and CEO of Tesla Motors Elon Musk during their meeting at the SpaceX launch site in Boca Chica, Texas, U.S., May 14, 2022. Photo: Indonesia’s Presidential Palace / Handout

Tesla did not invent or even bring to market the first EVs, but it popularised and democratized them. Its move toward LFP batteries is one major reason that S&P Global forecasts that after 2030 the dominance of NMC batteries will wane in favor of LFP batteries. LFP batteries offer less range and high-end performance. 

But they are also less prone to catching fire and are made of much more globally abundant and cheaper raw materials. For most EV users, LFP batteries provide more than enough range and power.

This forecast does not include the effects of potentially market-disrupting frontier technologies like sodium-ion and solid-state batteries, upon which Toyota has placed a heavy bet

These technologies would further depress the relative demand for nickel. There will still be a market for NMC batteries in performance-oriented EVs offering pavement-wrinkling torque and acceleration. 

But the global market in the future may be smaller than the current one – and with technology, disruption is rarely linear. The market may change even more quickly than S&P anticipates.

For Indonesia to sustain nickel as an engine for growth and development within these landscapes, its priority should be to cultivate closer relationships with the United States and the EU. These markets and their comparatively affluent consumer bases will drive an appetite for higher-performance, NMC-based EVs. 

Indonesia’s relationship with the EU is seemingly on track to expand, with shared ambitions to conclude negotiations on a comprehensive Indonesia-EU free trade agreement (FTA) before Indonesia’s 2024 election.

The outlook regarding the United States is less straightforward. In September, Indonesian President Joko Widodo proposed a critical minerals trade agreement with the United States during talks with Vice President Kamala Harris. 

A limited, critical minerals-specific FTA would allow Indonesian materials to qualify for the IRA’s domestic and FTA partner tax incentives. The FTA would seemingly be consistent with the US Biden administration’s desire to avoid creating more comprehensive, multi-sector and multi-issue FTAs.

Cultivating tighter US and EU relationships should not come at the expense of partnerships with Asian firms, including those in China and Korea. And EU and US partnerships will not be cost-free. 

Both the EU and the United States are concerned about Indonesia’s use of export bans as a tool of economic policy. The EU has already challenged Indonesia’s ban and won at the World Trade Organization.

Indonesia’s raw nickel export ban could backfire. Image: Facebook

The text of the IRA also specifically requires any minerals-specific FTA to commit parties to “reduce or eliminate restrictions on exports” while allowing less extreme policies, like export taxes. 

And agreements with the EU and US will bring heightened scrutiny on the environmental impacts of open-pit mining and new business rules that some in Indonesia’s opposition view as too capital-friendly, allowing provincial governors to set minimum wages without input from trade unions and experts from civil society.

For Indonesia, the price of stronger EU-US partnerships may be substantial. But it would be preferable to seeing its nickel and related industrial ambitions become a casualty of changing chemistry and a shifting geopolitical landscape.

Cullen Hendrix is Senior Fellow at the Peterson Institute for International Economics in Washington, DC.

This article was originally published by East Asia Forum and is republished under a Creative Commons license.

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Chinese media missing the mark on Myanmar

While many have expressed disappointment with the limited attention from the West regarding Myanmar’s political crisis, it is especially surprising that Myanmar’s neighboring countries have not exhibited more interest. 

A perusal of Chinese newspapers – Myanmar’s most substantial neighbor – reveals scant coverage of the Myanmar population’s distress and the resistance forces opposing the military junta, the State Administration Council (SAC).

This media oversight is not a coincidence. Politically speaking, the Chinese government may be apprehensive of its citizens drawing parallels or being influenced by Myanmar’s democratic struggles, especially in an era where information spreads rapidly across digital platforms.

In a heavily censored information environment, Beijing is not interested in providing news coverage about the violence inflicted by the SAC on its citizens or footage of armed rebellions by ethnic armed organizations (EAOs) and the anti-military People’s Defense Forces. 

Despite the ongoing civil warwidespread resistance and associated violence, few in China are aware of what is going on in Myanmar. And even though Beijing has significant economic and strategic interests in Myanmar and has a strong preference for stability in the country, Chinese domestic media has been silent since the 2021 coup.

Much of China’s domestic population is not interested in learning about their neighboring countries. Despite China’s rapid ascent as a global powerhouse, there seems to be limited interest in the affairs of less affluent countries like Myanmar, perhaps except from those residing in Yunnan or areas directly bordering Myanmar. Attention is either focused domestically or oriented toward more developed nations in the West and East Asia.

Some of China’s neighboring countries, despite geographical proximity and historical ties, often find themselves overshadowed in public discourse, with their challenges and successes receiving less scrutiny from the average Chinese citizen. 

This has inadvertently marginalized the significance of Myanmar’s challenges, relegating them to the periphery of public discourse in China. It is an ironic situation, given the profound implications Myanmar’s stability and political changes hold for China. The woes of Myanmar – from its political upheaval to the struggles of its people – have limited resonance among the Chinese public.

But Myanmar has not disappeared from China’s domestic media coverage. The Chinese public’s primary interest in Myanmar revolves around its role as a hub for criminal networks involved in online scams.

These operations are often based in the border regions Myanmar shares with Thailand and China. These areas are marked by fragmented control among ethnic armed groups, militias and border guards and are exploited by criminal networks. 

They primarily target Chinese citizens but also those from other nearby countries, leading to significant financial losses and a surge in related crime. In response, the Chinese government has intensified its law enforcement efforts, either by collaborating with regional governments or directly intervening to combat these cross-border operations.

Myanmar has garnered a negative reputation in China, with some domestic media outlets portraying the country as a “living hell.” Reports often highlight how these criminal networks engage in scam operations, drug production and rampant human trafficking, describing accounts of the mistreatment and suffering of Chinese people. 

Some reports even sensationalize accounts of tourists being kidnapped from Thailand and smuggled across the border into Myanmar’s Kayin state.

Public outrage has compelled the Chinese government to adopt a more assertive stance concerning Myanmar’s internal matters. Beijing has pressured the SAC to cooperate in actions related to countering online scams. But Beijing recognizes that many territories where these scam operations are based are not under the SAC’s control.

China has also notably pressured some EAOs in Myanmar for cooperation. In September 2023, hundreds of criminals were repatriated from the Wa state across the Chinese border. At the same time, two Chinese courts have officially charged two leaders from the Wa state for involvement in scam operations. Reports suggest that more will be repatriated to China.

Amid the ongoing developments in Myanmar, China has primarily focused on matters that directly impact its own interests. The broader Chinese public seems either unaware or unengaged with Myanmar’s population and their concerns. 

This asymmetrical attention from China towards Myanmar warrants careful consideration in studies of the bilateral relationship between the two countries and in assessing the future of Chinese influence in Southeast Asia.

Enze Han is Associate Professor at the Department of Politics and Public Administration, University of Hong Kong.

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Now’s the time for Japan to join AUKUS

In a report on the Indo-Pacific Tilt, the UK House of Commons Foreign Affairs Committee stated that there would be greater technology and security benefits if Japan joined its Strand B, or Pillar 2, cooperation in the development of advanced military technologies and increased interoperability between AUKUS members’ armed forces.

The committee’s report calls for the United Kingdom to propose to Australia and the United States that Japan, along with South Korea, participate in an AUKUS technical defense cooperation agreement focused solely on Strand B activities.

Strand B designates cooperation in advanced technology areas, including undersea capabilities, quantum technologies, artificial intelligence, advanced cyber, hypersonic weapons, electronic warfare, innovation and information sharing.

These advanced capabilities are critical in reinforcing the integrated deterrence capabilities of the United States’ Indo-Pacific allies, including Japan.

Since Japan already has a defense cooperation framework for joint research and development with the United States, the United Kingdom, and Australia, there is a foundation for AUKUS-Japan cooperation. But cooperation based on the current frameworks is project-based, with an emphasis on basic technologies rather than a list of priority capabilities, unlike AUKUS. 

For example, most of the joint research with the United States involves technologies directly related to equipment, such as next-generation amphibious technology and modular hybrid electric drive vehicle systems. Based on this background, Japan could considerably benefit from participating in AUKUS Pillar 2.

The AUKUS nuclear submarine deal is making ripples across the Indo-Pacific. Image: US Embassy in China

The Japanese government stated in the National Defense Strategy 2022 that leveraging cutting-edge technologies for defense has become critical. Japan, which has high technological capabilities, needs to cooperate with its allies and mobilize their technological capabilities to prepare for a long-term race for technological leadership. 

Because advantages in critical and emerging technologies covered by Pillar 2 of AUKUS will directly translate into military advantages, having access to these technologies will deter potential adversaries in the Indo-Pacific.

Given Japan’s declining economic power, its future science and technology investment will likely also decline. Japan can acquire critical and emerging technologies more efficiently by closely collaborating with allies and partners. Cooperation through an expanded AUKUS Pillar 2 agreement would allow its members to complement each other’s capability gaps and leverage economies of scale.

Most importantly, it will promote the internationalization of Japan’s defense industry. For a long time, the Japanese defense industry’s only client was the Japanese Ministry of Defense and Self-Defense Forces.

But they are undergoing major changes, relaxing the restrictions on defense equipment transfer and promoting exports. Strengthening ties between the defense industries of Japan and AUKUS members is a good opportunity to improve the Japanese industry’s competitiveness. 

In Japan, investment in critical and emerging technologies has been driven by civilian usage. In 2020, defense-related procurement from domestic manufacturers made up less than 1% of Japan’s total industrial production value.

The Japanese defense industry must become more internationally oriented. Although joint research and development takes time, the expanded AUKUS group can create an opportunity for Japanese defense manufacturers to learn the marketing and sales know-how of defense equipment from AUKUS partners.

But before it can join AUKUS, there are challenges Japan needs to overcome. The most critical issue is the lack of an adequate security clearance system. 

The Act on the Protection of Specially Designated Secrets, the only existing law on information security in Japan, limits the scope of information that can be classified as state secrets to four areas: diplomacy, defense, prevention of espionage, and prevention of terrorism. 

It does not cover information in economic and technological fields, and without a security clearance system in these areas, Japanese manufacturers will struggle to access classified information in joint developments. Japan needs a security clearance system before it joins AUKUS.

Additionally, Japan is striving to become a major arms exporter like the United States and the United Kingdom, so there are concerns about potential conflicts of interest. The heart of AUKUS is reminiscent of Japan’s efforts to sell its conventionally-powered submarines in 2015. 

But considering the lead time to acquire effective deterrence capabilities in the critical theatre of the Indo-Pacific, this is not the time for commercial clashes. Japan should accept the division of labor within the extended AUKUS framework.

Given the military-oriented nature of AUKUS, Japan joining AUKUS would signal to China that it is part of the “integrated deterrence” network the United States promotes.

The USS Carl Vinson aircraft carrier with Japan Maritime Self-Defense Force destroyers conducting an exercise in the Philippine Sea in February 2018. Photo: US Navy via AFP
The USS Carl Vinson aircraft carrier with Japan Maritime Self-Defense Force destroyers conducting an exercise in the Philippine Sea in February 2018. Photo: US Navy

Considering that China, Japan, and South Korea are working together to revitalize the dialogue channel through the Japan-China-South Korea trilateral summit, policymakers in Tokyo may feel that the timing is inappropriate.

But the security environment in East Asia is more dire than ever, and technology implementation takes years, especially the critical and emerging technologies that define future victories. The United States has also expressed a positive attitude toward the expansion of AUKUS’ Pillar 2 membership. 

Japan cannot afford to delay its efforts to strengthen its defense industrial base with these technologies. Now is the time to accelerate discussions on Japan’s participation in AUKUS.

Rena Sasaki is a PhD student at the School of Advanced International Studies, Johns Hopkins University and a Fellow of the Pacific Forum’s Next Generation Young Leaders Program.

This article was originally published by East Asia Forum and is republished under a Creative Commons license.

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US yielding its submarine warfare edge over China

China’s rapid advancements in submarine technology and detection capabilities are challenging the US’s long-established dominance in undersea warfare and posing a threat to its crucial submarine operations in the Pacific.

The Wall Street Journal (WSJ) reported that recent developments indicate a narrowing gap in submarine capabilities between the two rivals, with significant implications for US military planning including for a potential Chinese invasion of Taiwan.

In one example, a new Chinese nuclear-powered attack submarine was recently observed with a pump-jet propulsion system, a noise-reducing technology previously seen only on the latest US submarines, the WSJ reports says.

Satellite images have also revealed larger hull sections at China’s submarine manufacturing base at Huludao, suggesting increased production capabilities.

The WSJ says that China has enhanced its ability to detect enemy submarines, constructing an underwater sensor network known as the “Underwater Great Wall” in strategic regions like the South China Sea and near Guam.

The report suggests that the sonar network, improved patrol aircraft and helicopters equipped to collect sonar information have significantly bolstered China’s submarine detection capabilities.

The USS Connecticut submarine is easier for China to detect. Photo: Twitter Screengrab

The US has responded by deploying more naval resources to the Pacific and increasing coordination with allies. However, experts have argued that the US needs new strategies and resources to address China’s evolving undersea threat.

In particular, they mention the need for more patrol aircraft and attack submarines to track and potentially target quieter Chinese submarines.

WSJ says the changing undersea dynamics are relevant to a potential Chinese invasion of Taiwan. It notes that US submarines would be crucial and potentially decisive in such a scenario, but improved Chinese capabilities could complicate and undermine their operations.

At the same time, the US faces challenges in maintaining its current fleet size due to retirements and low production rates, highlighting the need for strategic adjustments in the face of a more capable Chinese submarine force.

Aside from pump jet propulsion and increased submarine production capability, Asia Times has reported on China’s recent submarine technology advancements.

Asia Times reported in September that Chinese researchers have developed a groundbreaking terahertz-based submarine detection technology, marking a significant advance in underwater warfare capabilities. The technology has the potential to challenge significantly US submarine operations.

The new detection device operates in the terahertz frequency range between microwave and infrared radiation and can identify minute surface vibrations, as small as 10 nanometers, created by low-frequency sound sources in the open sea.

These vibrations can locate submarines and gather intelligence for analyzing noise signatures to determine a submarine’s model. The technology, which could be incorporated into underwater drones, represents a considerable leap in identifying and potentially countering stealthy US submarine operations.

Furthermore, Asia Times reported in August that Chinese researchers have used computer modeling to identify the tiny bubbles produced by nuclear submarines, which previously went nearly undetected.

They discovered that the extremely low frequency (ELF) signals generated by these bubbles are much stronger than the sensitivities of current advanced magnetic anomaly detectors.

These bubbles form due to shifts in kinetic and potential energy as a submarine cruises, leading to turbulence and an electromagnetic signature through the magnetohydrodynamic (MHD) effect.

Non-acoustic detection techniques have been known for decades but are only now becoming practical due to advancements in computing power. Improving sensor resolution, processing power and machine autonomy will expand the range of detectable signals, enabling the distinction of previously indistinguishable signals.

Russia may also boost China’s submarine technology, with China possibly building its next-generation submarines with the help of Russian technical expertise.

In October, Asia Times reported on China’s possible collaboration with Russia in building its Type 096 nuclear ballistic missile submarine (SSBN), which is expected to be operational within the decade.

The Type 096 may benefit from Russian technological assistance, particularly in enhancing its stealth capabilities. The Type 096 is anticipated to match state-of-the-art Russian submarines in stealth, sensors and weaponry, significantly complicating US and allied efforts to monitor and track China’s submarines in Pacific theaters.

The Type 096’s development may be influenced by Russia’s advanced submarine technology, especially in areas like quieting and nuclear propulsion.

China and Russia are cooperating on a next-generation nuclear submarine design. Image: Twitter Screengrab

Russia assisted previously with China’s Type 093 nuclear attack submarine (SSN), which makes it plausible that the Type 096 will be no exception.

The collaboration can be part of the “no limits” strategic partnership between the two nations, with China benefiting from Russia’s expertise and Russia depending more on China due to Western sanctions.

The partnership may also extend to the supply of highly enriched uranium from Russia’s state-owned nuclear company Rosatom to China. This uranium could be used for nuclear weapons or as fuel for China’s nuclear submarines.

Submarines are poised to be the capital ships of a potential US-China conflict over Taiwan. In a March 2023 article for the US Naval Institute, Mike Sweeney mentions that submarines, rather than aircraft carriers, will dominate future naval warfare.

Sweeney says surface vessels would be too vulnerable against land-based aircraft, anti-ship missiles and submarines, thus making undersea warfare more pivotal.

Regarding China’s underwater warfare capabilities, he argues that China’s naval modernization has yet to catch up with the US in nuclear submarine technology. He argues that China’s antisubmarine warfare capabilities have historically been underinvested in.

He says China still needs to enhance its undersea warfare capabilities to become a global naval power. At the same time, Sweeney acknowledges that the US Navy’s submarine forces face limitations in the Pacific due to numerical constraints, maintenance cycles, and global commitments.

He notes a shift towards funding Columbia-class SSBNs could potentially impact the availability of other submarine types such as the Virginia-class SSN and the unique capabilities of Ohio-class cruise missile nuclear submarines (SSGN).

He suggests that to improve US undersea warfare capabilities vis-a-vis China, the US Navy should consider diverting some Columbia-class SSBNs to conventional roles or introduce SSGN derivatives earlier than scheduled.

Sweeney notes that the transition to submarine-based naval power is necessary for maintaining US superiority in the current strategic landscape, similar to the US Navy’s past shift in emphasis from battleships to aircraft carriers.

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Does modern science already allow us to manage weather?

As winter settles over New Delhi, cold air sinks, trapping pollution in the city. Smoke from seasonal fires stemming from farming practices in India’s north further reduces the city’s air quality, which typically ranks the worst in the world.

New Delhi’s government has sought prior solutions to easing pollution, including traffic restrictions and air-filtration towers. But in 2023, it has turned to the controversial practice of cloud-seeding to try to increase rainfall and improve air quality for the first time.

While the effectiveness of cloud-seeding remains a debate, that hasn’t deterred more than 50 countries from investing millions annually in weather modification initiatives. Mexico recently stepped up its cloud-seeding efforts to combat drought, having begun its first program in 2020, while Indonesia has used cloudseeding to try to fill up dams and prevent flammable vegetation from drying in anticipation of this year’s fire season.

The roots of weather manipulation trace back to 1946, when US scientists Vincent J Schaefer and Irving Langmuir dispersed dry-ice particles into a cloud, which caused ice crystals and visible snowfall. Since then, the US government has deployed cloud-seeding programs, primarily in western states like Montana, Wyoming and Nevada, to try to increase rain and snowfall.

This technology also caught the eye of the private sphere. Vail Ski Resort in Colorado has used Western Weather Consultants to deploy generators on mountaintops to induce snowfall since 1975, with dozens more operating in the region.

Since 1997, the West Texas Weather Modification Association has worked to increase rainfall over southwestern Texas. The UK’s Oliver’s Travels meanwhile offers cloud-seeding services to ensure clear weather for weddings in France.

Other uses

The principal use of this technology has been to enhance precipitation, but other uses have been explored. From 1962 to 1983, a US government initiative called Project Stormfury tried to weaken tropical cyclones with no real success, while attempts through other programs to limit the effects of storm-to-ground lightning also proved inadequate.

However, Project Cold Wand saw more successful experimentation with fog dissipation techniques in the early 1970s, while US airlines have also used fog dissipation technology for decades.

The Kremlin has also long experimented with this technology. After the 1986 Chernobyl nuclear disaster, the Soviet Union used cloud-seeding to increase rain in the region to wash radioactive particles from the air and prevent them from reaching Moscow. Now, Russia employs this technology to clear skies for its annual Victory Day Parade in Moscow, while hail suppression technology has also been used by Russia to protect crops and property.

Other governments have also dedicated significant resources to cloud-seeding for decades. Since 1951, France’s Association to Suppress Atmospheric Plagues has grown to an extensive nationwide program, while Thailand’s Royal Rainmaking Project has been active since 1969.

In recent years, cloud-seeding has grown increasingly popular in the water-stricken Middle East and parts of Africa. Morocco, Ethiopia, Iran and Saudi Arabia all have national programs, while several more countries are considering it.

China at forefront

However, China has established itself as a leader in weather modification over the last two decades. China’s “weather army” employs almost 50,000 people, thousands of rocket launchers and cannons, and dozens of planes, largely through the China Meteorological Association Weather Modification Center.

In 2006, cloud-seeding was used to clean sand off Beijing after a severe sandstorm. Two years later, cloud-seeding was used to reduce pollution and pave the way for sunny weather before the 2008 Summer Olympics, practices that were repeated for the 2022 Winter Olympics in Beijing.

China’s cloud-seeding is not just limited to its capital city, with most Chinese cities employing their own programs. Additionally, the Yangtze River basin, currently in severe drought, saw 241 flights and 15,000 rocket launches between June and November 2022, alleged to have resulted in “8.56 billion metric tons of additional rainfall” according to Chinese government sources.

Most supporters estimate that successful cloud-seeding can result in a 10-30% increase in precipitation, but doubts persist over these figures. It also remains difficult to document increases in rainfall and accurately decide where precipitation will fall. In light of these limitations (as well as the questionable economic viability of weather modification), Israel halted its 50-year cloud-seeding program in 2021.

Weaponizing weather

Since the inception of cloud-seeding technology, however, there has been concern over its potential for weaponization. In 1957, the US president’s advisory committee on weather control warned that weather manipulation could develop more destructive weapons than nuclear bombs.

During the Vietnam War, the US government’s cloud-seeding Project Popeye spent millions of dollars between 1967 and 1972 to extend Vietnam’s monsoon season in an attempt to flood the Ho Chi Minh Trail and disrupt the North Vietnamese Army’s supply lines. The Soviet Union is also suspected of using cloud-seeding to increase rainfall in Afghanistan during the Soviet-Afghan War to turn areas into mud and disrupt the movements of the mujahideen.

But public concern in the US over the weaponization of weather prompted the signing of the National Weather Modification Policy Act of 1976, and the US, along with other countries, signed the Convention on the Prohibition of Military or Any Other Hostile Use of Environmental Modification Technique (CONMED) in 1977 that requires signatories refrain from militarizing weather modification.

Nonetheless, concern remains over how current technology and practices could ignite conflicts. Iranian officials accused Israel and the United Arab Emirates of “working to make Iranian clouds not rain” in 2018, while China’s expansive plans for its cloud-seeding operations have also brought concern from India.

Alternative methods of weather manipulation are also under way. In 1996, a US Air Force report titled “Weather as a Force Multiplier: Owning the Weather in 2025” discussed how the advancement of surveillance technologies could see clouds made of smart particles deployed to generate “intelligent fog.”

There have also been projects designed to trigger lightning within clouds, which could complicate operations for the United States’ heralded F-35 plane, which cannot fly within 25 nautical miles of a thunderstorm.

Outside militarization initiatives, new weather modification projects are also on the horizon.

Proposals to add nutrients to the ocean to encourage phytoplankton growth and increase carbon absorption, or ocean fertilization, are increasingly discussed. Sea and cloud brightening projects to reflect sunlight and reduce global warming are also becoming mainstream ideas, despite ongoing uncertainty about their destructive potential or ineffective results.

As weather modification technology continues to develop, we should be wary of further privatization and militarization. Cloud-seeding privatization, for instance, has become increasingly globalized. Based in Fargo, North Dakota, Weather Modification Inc provides cloud-seeding services to India. Switzerland’s Meteo Systems has been active in the UAE for more than a decade.

With dozens of countries and companies now offering cloud-seeding services, policymakers should design and enforce new regulations for weather modification. While agreements and institutions like CONMED and the World Meteorological Organization Expert Team on Weather Modification play important roles, the stage now is crowded with various actors vying for a larger role in applying the technology.

Global coordination should be seen as a necessary undertaking to avoid the potentially catastrophic effects of manipulating the weather. Before governments and companies embark on large-scale efforts to alter the weather, additional regulation in anticipation of future technologies can serve as a protective measure to avoid environmental crises and mitigate the rise of conspiracy theories.

This article was produced by Globetrotter, which provided it to Asia Times.

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Is Myanmar’s embattled regime using chemical weapons?

Myanmar’s military is still reeling from the surprise Operation 1027 insurgent attacks in northern Shan state that overran over 140 bases, captured large caches of weapons and raised potent new questions about the State Administration Council (SAC) coup regime’s survival.

But is the SAC’s extraordinary setback driving it to use banned chemical weapons against the three main insurgent groups, known collectively as The Brotherhood, which spearheaded the lightning attacks and the military claims threaten to break up the nation?  

On November 19, the Ta’ang National Liberation Army insurgent group released a public statement alleging that following its takeover of the Myanmar army’s Sakham Thit base in Namkham township, “junta forces dropped a poisonous chemical bomb on the TNLA soldiers.”

The TNLA’s statement further alleges that the SAC “committed a similar attack on November 4 by dropping a poisonous bomb upon Mong Kyat camp in Lashio township.”

According to the armed group statement, “although there were no any (sic) cuts or wounds on the victims’ bodies, some of the TNLA soldiers suffered from (1) dizziness, (2) breathlessness, (3) nausea, (4) extreme agitation and fatigue, (5) low blood oxygen levels etc. The (TNLA) health department…is providing necessary medical treatments to those comrades.”

No deaths have been reported in the alleged chemical attacks, and to date there has been no independent substantiation of the group’s claims.

The Myanmar Now independent news outlet interviewed one Ta’ang soldier who claimed, “(t)he bomb went off with a hiss and released a gas. I fainted after inhaling the gas. I can’t even remember who carried me from the frontline to the hospital. I still feel light-headed when I move too much.”

These are serious allegations and the TNLA’s claims must be addressed by the international community. SAC spokesperson Major-General Zaw Min Tun characteristically dismissed the claims, but he hasn’t uttered an honest syllable since the coup and would hardly admit to a potential war crime now.

Major General Zaw Min Tun has denied the TNLA’s chemical weapon claim. Image: CNN Screengrab

However, there have been multiple allegations of the Myanmar military using chemical weapons against ethnic insurgents in the past. In the 1980s there were claims that Myanmar crop-dusting aircraft were spraying ethnic Shan villagers with 2,4-D defoliant, half the compound of the deadly Agent Orange that was supplied to then-Burma through a US  counter-narcotics program.

 A General Accounting Office (GAO) report in 1989 “could not accurately assess the program’s safety”, but research by American human rights activists and writer Edith Mirante and her Project Maje convincingly documented misuse of the chemical.

During the fall of the insurgent Karen National Liberation Army (KNLA) base at Kawmura along the Thailand-Myanmar border in late 1994, convincing allegations of chemical weapons use were made but not substantiated, with a likelihood that white phosphorous was used along with high explosive (HE) rounds.

In alleged chemical weapons attacks against ethnic Karen positions in February 1995, the authoritative Karen Human Rights Group (KHRG) concluded from multiple interviews with soldiers, none of whom died, that “(i)t still appears likely that the ‘liquid’ shells and the white phosphorus shells were one and the same, because although white phosphorus is a solid, several sources confirm that it can appear like a liquid after the shell has exploded and is burning.”

Other possibilities, such as the use of smoke rounds or misuse of potassium cyanide, which the then-State Law and Order Restoration Council (SLORC) military regime used to poison ethnic Karen water supplies or a potentially toxic snake curry the soldiers had consumed that day, were dismissed.

White phosphorous, which burns when exposed to air and is often used to range targets, is not explicitly banned under international law but its use is highly restricted and there have been calls for its use to be totally banned.

In 2005, a Myanmar army attack against Karenni Army/Karenni National Progressive Party (KA/KNPP) insurgents close to the Thai border with Mae Hong Son allegedly used some form of chemical agent. Several KA soldiers were taken ill with respiratory illness and treated in Thai hospitals, though none died.

While it seems likely that some unusual artillery rounds were used, despite a number of investigations, it was never confirmed. The original source for the allegations, London-based conservative Christian activist Benedict Rogers for Christian Solidarity Worldwide (CSW), strains credibility.

One explanation is possibly that a mixture of factors, of soldiers hiding in bunkers and breathing in dust, cordite from weapons fire, smoke rounds to mask Myanmar army movements and possible white phosphorous use could produce the combination for respiratory conditions, but not always the blistering that comes with chemical weapons use.

During the renewed conflict in Kachin state from 2011, multiple reports of chemical weapons were raised in 2012 and early 2013 of troops firing hand-held weapons armed with some form of chemical weapons, which came from the reliable Free Burma Rangers (FBR) group, and aircraft dropping chemical munitions confirmed by multiple local aid groups.

However, a mysterious yellow powder that appeared in multiple locations tested inconclusively by human rights groups.

And, of course, there was the use of munitions against protestors at the Letpadan copper mine in central Monywa in late November 2012, in which dozens of protestors, including Buddhist monks, were horrifically burned as police violently dispersed the protest camp.

One independent report claimed that white phosphorous was used. But a government investigation, led by now imprisoned National League for Democracy leader Aung San Suu Kyi, claimed only smoke grenades that may have contained “phosphorous” were used and controversially recommended the mine project continue.

The first priority for the current chemical weapon allegations is to establish without doubt that the TNLA’s claims are true. That obviously requires testing by a credible, independent third party in a laboratory. Those tests should ideally include the involvement of credible and trustworthy actors, possibly the United Nations.

This picture taken on January 12, 2014 shows soldiers from the Taaung National Liberation Army (TNLA), a Palaung ethnic armed group, parading as they mark the 51st anniversary of the Taaung National Resistance Day at Homain, Nansan township in Myanmar's northern Shan state. The TNLA is one of a host of armed ethnic minority groups that have long fought the country’s military for greater autonomy. Myanmar’s reformist government has signed peace deals with most major rebel groups since coming to power nearly three years ago, but conflicts continue to flare in some areas. AFP PHOTO/Ye Aung THU / AFP PHOTO / Ye Aung Thu
The TNLA insurgent group is part of The Brotherhood Alliance that delivered a crushing blow to Myanmar military morale. Image: Asia Times Files / AFP / Ye Aung Thu

Any investigation should be cognizant of past mistakes and treat chemical weapons claims with caution. Myanmar expert and scholar Andrew Selth has analyzed multiple claims of chemical and biological weapons manufacture and use by the Myanmar military over the years and so far found little hard evidence to substantiate the allegations.

Secondly, as the conflict looks set to continue for the foreseeable future, international donors to Myanmar should consider the creation of an acoustic sound ranging system in war zones that is able to determine the use of artillery and potentially airpower strikes, especially on civilian sites protected under international humanitarian law (IHL).

There is currently an inchoate ecosystem of human rights reporting and evidence preservation and much confusion over what constitutes necessary real-time reporting and advocacy and longer-term investigations to collect evidence.

There is usually a time lag where international groups take several days, at times weeks, to determine if incidents of abuse that have already been well established soon after they took place did indeed actually happen.

The Global Witness rights group “examines photos” and through geotagging determines ten days later if alleged incidents happened at the exact map reference that local Myanmar media outlets had reported on the day of the incident.

Previous reports of chemical weapons use have often been counter-productive: all the accusations drowned the actual determination of possible use.

Thirdly, observers must resist the temptation to see the use of chemical weapons, if proven, as a sign of the SAC’s desperation. A regime that uses medieval arson techniques against civilian housing, burns down the town of Thantlang multiple times and drops fuel-air explosives on children at an office opening in Sagaing is undoubtedly capable of using chemical weapons. Its brutality is fueled by sadism, not desperation.

The more salient compulsion of the SAC in the coming weeks is less desperation than a thirst for retribution, punishing civilians in northern Shan state as it attempts to retake lost territory and further blocking badly needed humanitarian assistance to over 50,000 people displaced following Operation 1027.

Finally, the TNLA’s chemical weapon allegations should be used as an opportunity to urge all anti-SAC military and political forces to make a public commitment to avoid the use of banned weapons themselves.  

That should include a commitment by the ethnic armed organizations’ political wings and the anti-coup National Unity Government to adhere to the Convention on Chemical Weapons (CCW), which Myanmar signed in 1993 and finally ratified in 2015.

If the SAC did use chemical weapons to bomb the TNLA, it must be proven beyond a doubt and tallied as yet another serious crime of savagery by a failing regime that will ultimately be punished after the war.

David Scott Mathieson is an independent analyst working on conflict, humanitarian and human rights issues on Myanmar

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Quantum advantage coming into view

Quantum advantage is the milestone the field of quantum computing is fervently working toward, where a quantum computer can solve problems that are beyond the reach of the most powerful non-quantum, or classical, computers.

Quantum refers to the scale of atoms and molecules where the laws of physics as we experience them break down and a different, counterintuitive set of laws apply. Quantum computers take advantage of these strange behaviors to solve problems.

There are some types of problems that are impractical for classical computers to solve, such as cracking state-of-the-art encryption algorithms. Research in recent decades has shown that quantum computers have the potential to solve some of these problems.

If a quantum computer can be built that actually does solve one of these problems, it will have demonstrated quantum advantage.

This frontier of scientific and technological innovation not only promises groundbreaking advances in computation but also represents a broader surge in quantum technology, including significant advancements in quantum cryptography and quantum sensing.

The source of quantum computing’s power

Central to quantum computing is the quantum bit, or qubit. Unlike classical bits, which can only be in states of 0 or 1, a qubit can be in any state that is some combination of 0 and 1. This state of neither just 1 or just 0 is known as a quantum superposition. With every additional qubit, the number of states that can be represented by the qubits doubles.

IBM’s quantum computer got President Joe Biden’s attention. Mandel Ngan/AFP via Getty Images

This property is often mistaken for the source of the power of quantum computing. Instead, it comes down to an intricate interplay of superposition, interference and entanglement.

Interference involves manipulating qubits so that their states combine constructively during computations to amplify correct solutions and destructively to suppress the wrong answers. Constructive interference is what happens when the peaks of two waves – like sound waves or ocean waves – combine to create a higher peak.

Destructive interference is what happens when a wave peak and a wave trough combine and cancel each other out. Quantum algorithms, which are few and difficult to devise, set up a sequence of interference patterns that yield the correct answer to a problem.

Entanglement establishes a uniquely quantum correlation between qubits: The state of one cannot be described independently of the others, no matter how far apart the qubits are. This is what Albert Einstein famously dismissed as “spooky action at a distance.”

Entanglement’s collective behavior, orchestrated through a quantum computer, enables computational speed-ups that are beyond the reach of classical computers.

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The ones and zeros – and everything in between – of quantum computing.

Applications of quantum computing

Quantum computing has a range of potential uses where it can outperform classical computers. In cryptography, quantum computers pose both an opportunity and a challenge. Most famously, they have the potential to decipher current encryption algorithms, such as the widely used RSA scheme.

One consequence of this is that today’s encryption protocols need to be re-engineered to be resistant to future quantum attacks. This recognition has led to the burgeoning field of post-quantum cryptography.

After a long process, the National Institute of Standards and Technology recently selected four quantum-resistant algorithms and has begun the process of readying them so that organizations around the world can use them in their encryption technology.

In addition, quantum computing can dramatically speed up quantum simulation: the ability to predict the outcome of experiments operating in the quantum realm. Famed physicist Richard Feynman envisioned this possibility more than 40 years ago.

Quantum simulation offers the potential for considerable advancements in chemistry and materials science, aiding in areas such as the intricate modeling of molecular structures for drug discovery and enabling the discovery or creation of materials with novel properties.

Another use of quantum information technology is quantum sensing: detecting and measuring physical properties like electromagnetic energy, gravity, pressure and temperature with greater sensitivity and precision than non-quantum instruments. Quantum sensing has myriad applications in fields such as environmental monitoring, geological exploration, medical imaging and surveillance.

Initiatives such as the development of a quantum internet that interconnects quantum computers are crucial steps toward bridging the quantum and classical computing worlds. This network could be secured using quantum cryptographic protocols such as quantum key distribution, which enables ultra-secure communication channels that are protected against computational attacks – including those using quantum computers.

Despite a growing application suite for quantum computing, developing new algorithms that make full use of the quantum advantage – in particular in machine learning – remains a critical area of ongoing research.

a metal apparatus with green laser light in the background
A prototype quantum sensor developed by MIT researchers can detect any frequency of electromagnetic waves. Photo: Guoqing Wang, CC BY-NC-ND

Staying coherent and overcoming errors

The quantum computing field faces significant hurdles in hardware and software development. Quantum computers are highly sensitive to any unintentional interactions with their environments. This leads to the phenomenon of decoherence, where qubits rapidly degrade to the 0 or 1 states of classical bits.

Building large-scale quantum computing systems capable of delivering on the promise of quantum speed-ups requires overcoming decoherence. The key is developing effective methods of suppressing and correcting quantum errors, an area my own research is focused on.

In navigating these challenges, numerous quantum hardware and software startups have emerged alongside well-established technology industry players like Google and IBM. This industry interest, combined with significant investment from governments worldwide, underscores a collective recognition of quantum technology’s transformative potential.

These initiatives foster a rich ecosystem where academia and industry collaborate, accelerating progress in the field.

Quantum computing may one day be as disruptive as the arrival of generative AI. Currently, the development of quantum computing technology is at a crucial juncture. On the one hand, the field has already shown early signs of having achieved a narrowly specialized quantum advantage.

Researchers at Google and later a team of researchers in China demonstrated quantum advantage for generating a list of random numbers with certain properties. My research team demonstrated a quantum speed-up for a random number guessing game.

On the other hand, there is a tangible risk of entering a “quantum winter,” a period of reduced investment if practical results fail to materialize in the near term.

While the technology industry is working to deliver quantum advantage in products and services in the near term, academic research remains focused on investigating the fundamental principles underpinning this new science and technology.

This ongoing basic research, fueled by enthusiastic cadres of new and bright students of the type I encounter almost every day, ensures that the field will continue to progress.

Daniel Lidar, Professor of Electrical Engineering, Chemistry, and Physics & Astronomy, University of Southern California

This article is republished from The Conversation under a Creative Commons license. Read the original article.

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China’s EV surge will shock global markets

The transition to electric vehicles (EVs) promises massive dislocation. Conventional cars have twice as many parts as electric vehicles, translating into far fewer assembly hours. 

Striking for wages and security against Detroit’s “Big Three” car manufacturers, the United Auto Workers trade union claims that the transition endangers 35,000 jobs among its 150,000 members.

Meanwhile, upstart firms, exemplified by Tesla, Rivian and SK On, are hiring non-union workers from outside the established industry, while Ford and its counterparts are building EV and battery plants in right-to-work states outside the United Auto Workers’ purview. On top of these disruptions comes the threat of new competition from Chinese automakers.

The US government wants two-thirds of new cars sold in 2032 to be electric. The European Union is even more ambitious, wanting all new cars sold to be electric from 2035. But neither wants to import EVs from China. 

Yet with generous subsidies, abundant engineering talent, a flair for innovation, a huge domestic market and public support for decarbonization, China has become the dominant producer of low-cost EVs.

BYD e6, an all-electric MPV manufactured by BYD Auto. Photo: Wikimedia Commons
The BYD e6, an all-electric MPV manufactured by BYD Auto. Photo: Wikimedia Commons

In 2022, China produced almost 60% of the world’s EVs — both battery-electric vehicles and plug-in hybrid vehicles. In 2023, production is expected to reach 8 million units, or 25% of all cars sold in China compared with 22% in the European Union, just 6% in the United States, and a measly 3% in Japan. 

Chinese firms also offer 90 different EV brands at prices ranging from US$5,000–90,000. The average EV in China cost around $53,800 in 2022, compared to an average of $94,100 in Europe.

While imports from China accounted for only 3% of Europe’s EV sales in 2022, UBS expects this figure to reach 20% by 2030. The European Union objects to generous Chinese subsidies for its EV firms and EU Trade Commissioner Valdis Dombrovskis is actively encouraging China to produce EVs for domestic consumption, not exports. 

In response, China has assailed the protectionist EU policy direction. Whether Dombrovskis would welcome a Chinese EV factory in Europe is unknown, but if so that would contrast with the probable US reaction.

If other countries had no auto industries and if China did not pose a military threat, everyone would welcome cheap Chinese EVs. 

But in the world as we know it, Chinese EVs are more of a burden than a blessing. This is because large-scale exports put millions of jobs at risk and other countries fear China hovering over the geopolitical landscape.

Globally, the auto industry employs some 14 million workers who manufacture $3 trillion worth of vehicles annually. The European Union’s industry employs about 2.5 million workers, while the United States, Mexico and Japan each employ about 1 million workers. Jobs outside China are evidently under threat, though China’s own 4 million auto workers are also at risk of losing their jobs.

In 2022, global car exports were worth $780 billion, more than a quarter of world production. The European Union led the export parade with $407 billion, followed by Japan with $87 billion, the United States at $58 billion, South Korea at $52 billion and Mexico with $47 billion. 

China was ranked in 6th place with $45 billion worth of exports — roughly 40% of which were Teslas. Still, Chinese exports grew more than 80% in 2022, and that’s just the beginning.

Looking back in time, Western auto firms fear that China could repeat the process by which it became the dominant force in the world steel industry. During Mao Zedong’s regime, small backyard furnaces were a bad joke. 

But Deng Xiaoping’s embrace of market economics, coupled with heavy subsidies, enabled China’s great leap forward in steel production. In 2021, China crushed all its rivals in steel production with 1.03 billion tons of output — a substantial 60% of the world total 1.82 billion tons

The European Union was a distant second with 153 million tons, followed by India with 118 million tons, Japan with 96 million tons and the United States with 86 million tons.

Currently, US auto tariffs are only 2.5% (with the exception of a longstanding 25% tariff on pickup trucks). But former president Donald Trump imposed an additional 25% punitive tariff on all Chinese cars, which has been extended by Joe Biden. 

Joe Biden wants more things made in America. Image: Twitter Screngrab

EU car tariffs are 10% and Japan’s are 0%. Idiosyncratic regulatory standards and vehicle taxes that vary with engine displacement are additional barriers to trade.

Since China’s own tariffs on auto imports range between 15% and 25%, Carlos Tavares, the CEO of Euro-American automaker Stellantis, called for Europe to impose reciprocal tariffs on auto imports from China.

Many countries in the Global South will welcome less expensive Chinese EV brands. But to slow Chinese EV dominance, advanced countries are almost certain to raise existing barriers or impose quotas that limit the Chinese share of the market.

EVs could well exemplify the fragmentation of world trade.

Gary Clyde Hufbauer is Senior Fellow at the Peterson Institute for International Economics.

This article was originally published by East Asia Forum and is republished under a Creative Commons license.

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Pacific shift: US to build a ‘missile wall’ against China

The US is closer to deploying long-range land-based missiles to deter a potential Chinese invasion of Taiwan, a provocative move that could spark a destabilizing conventional missile arms race in the Pacific. 

General Charles Flynn, Commander of US Army Forces Pacific, stated at the Halifax International Security Forum in Nova Scotia, that the US will deploy new intermediate-range missiles including Tomahawks and SM-6s to the Pacific region in 2024, Defense One reported.

The deployment was made possible by the US’s withdrawal from the Intermediate-Range Nuclear Forces (INF) Treaty in 2019 due to Russia’s alleged non-compliance. The Defense One report says the US Army’s Precision Strike Missile (PrSM), which can hit targets over 500 kilometers away, may also be deployed to the region.

In his address, Flynn emphasized the rapid advancement of China’s military capabilities, which he said was endangering regional and global stability. While the general avoided speculation about a Chinese invasion of Taiwan, he outlined several factors believed to be influencing Chinese leader Xi Jinping’s strategic decisions.

Those include the impact of economic sanctions, efforts to weaken US alliances in the region, assessing the readiness of China’s military for a potential invasion and the effectiveness of China’s information and influence operations.

Defense One notes that the US Army’s deployment of new missiles signifies a strategic shift in the Pacific, reflecting growing concerns over China’s military expansion and assertive behavior in the region. It also indicates a broader geopolitical strategy to maintain stability and deter potential conflicts in the Indo-Pacific region.

US long-range missile projects in the Pacific are part of a strategy to create a “missile wall” in the First Island Chain, spanning Japan, Taiwan, and the Philippines, to deter China.

The US Navy guided-missile cruiser USS Monterey fires a Tomahawk land attack missile, April 14, 2018. Photo: US Navy/Matthew Daniels/Handout via Reuters
A Tomahawk land attack missile ready for blast off, April 14, 2018. Photo: US Navy /Matthew Daniels / Handout

In July 2023, Asia Times reported that the US Marine Corps (USMC) had unveiled its Long-Range Fires Launcher, an uncrewed 4×4 launch vehicle based on the Remotely Operated Ground Unit for Expeditionary-Fires (ROGUE-Fires) vehicle for the land-based Tomahawk cruise missile.

The Long-Range Fires Launcher may address a mobility gap associated with the truck-towed OpFires and Typhon, which cannot fit in a C-130 cargo plane.

In December 2022, Asia Times reported on the US Army’s acquisition of the first Typhon land-based missile launcher, which is designed to fill a gap between the US Army’s PrSM and the Long-Range Hypersonic Weapon (LRHW) by firing Standard SM-6 or Tomahawk missiles between 500 and 1,800 kilometers.

Furthermore, Asia Times reported in July 2022 that the USMC is acquiring land-based Tomahawk missiles as part of its Long-Range Fires program, which aims to provide integrated ground-based anti-ship and land-attack weapon systems. The acquisition is part of the USMC’s dispersed operations doctrine, which employs small, dispersed land and sea detachments to threaten adversary forces’ concentration.

However, Asia Times has previously noted that US allies such as Thailand, the Philippines, South Korea, Australia and Japan may be reluctant to participate in America’s “missile wall” strategy.

Thailand’s political elites are trying to establish stronger ties with China and are famously reluctant to strategically peeve Beijing. The Philippines is vulnerable to a Chinese naval blockade cutting off US resupply and reinforcement from Guam and has minimal air and missile defense capabilities.

South Korea is susceptible to Chinese pressure, as it needs China’s markets and influence at the negotiating table with North Korea. Australia’s distance from China and reluctance to get involved in a US-China conflict over Taiwan may preclude it as a basing option for US land-based missiles.

That makes Japan the most viable partner for hosting US land-based missiles, as it lacks the vulnerabilities and weaknesses of other US partners, apart from a longstanding reluctance to host offensive weapons systems as part of its pacifist post-World War II policy.

But that policy is changing as Japan slowly builds an arsenal of long-range missiles for counterstrike capabilities to deter China and North Korea.

Despite accelerated efforts to establish such capabilities, Japan faces significant challenges such as limited long-range targeting capabilities, high production costs, aging technology and a poor record of storing munitions. Japan may thus seek to address these capability gaps with US-supplied land-based missiles while it gets its indigenous arsenal up to speed.

At the same time, China is building its conventional missile arsenal to counter perceived US containment. China Power notes that since 2000 the People’s Liberation Army (PLA) has transformed its missile forces from short-range, modestly accurate systems to the world’s most extensive and diverse array of ground-launched ballistic and cruise missiles.

Military vehicles carrying DF-26 hypersonic long-range anti-ship missiles, September 3, 2015. Image: Twitter Screengrab

China Power says that this arsenal includes intermediate-range ballistic missiles (IRBMs) like the Dong Feng-26 (DF-26) with ranges of up to 4,000 kilometers, capable of striking crucial US military bases in Guam and ships at sea, and medium-range ballistic missiles (MRBMs) like the DF-21D, known as the “carrier killer” with a range of 1,550 kilometers.

The China Power report notes that China’s strategy has shifted toward using these missiles for deterrence and warfighting with a focus on precision strikes and anti-access/area denial (A2/AD) capabilities along its maritime periphery.

It mentions that these deployments include anti-ship missiles to prevent US military interventions and conventional missiles for targeting key enemy installations.

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Fractured opposition handing Taiwan’s election to DPP

Taiwan’s two largest opposition parties were unable to form an alliance over the weekend due to competing interpretations of public opinion polls, casting a new cloud of uncertainty over January’s crucial presidential election. 

The opposition camp is perceived to be more friendly toward mainland China while the ruling, nationalistic Democratic Progressive Party is seen as more antagonistic toward Beijing.

With the push of former Taiwanese president Ma Ying-jeou, Kuomintang (KMT)’s Hou Yu-ih and Taiwan People’s Party (TPP)’s Ko Wen-je agreed on November 15 to join political hands and allow opinion polls to determine who should lead their joint election campaign. 

The ticket would be either a “Ko-Hou team”, meaning Ko would lead in the campaign, or alternatively a “Hou-Ko team.”

On November 18, the Ko-Hou team beat the Hou-Ko team in five out of the six polls conducted by media firms as well as the two parties. However, Ko had previously agreed to a special arrangement that has complicated the result.

He had said he would be willing to be the vice presidential candidate, rather than president, if the Ko-Hou team could not secure a 3% premium in ratings over the Hou-Ko team, with the assumption of a “plus or minus 1.5%” statistical error in the polls. He accepted the arrangement as he wanted to contribute to the formation of an opposition alliance.

Under that special statistical arrangement, the Ko-Hou team and the Hou-Ko team could be interpreted to have won three polls each, allowing Ko not to concede defeat. 

But the KMT insisted that there is a “plus or minus 3%” statistical error in each poll and thus Ko can only claim victory in polls in which the Ko-Hou team has a 6% premium in ratings over the Hou-Ko team. This rule means the Hou-Ko team won five out of the six polls.

Ko said on November 18 that there is still enough time to do one more round of polls before the end of the nomination period, which will end at 5 pm on November 24. On November 19, he said he would continue his original plan to represent the TPP to run in the presidential election. 

KMT chairman Eric Chu said his party remains open to the idea of establishing an alliance with the TPP but Ko must make a decision by November 22. 

3% statistical error

Former KMT lawmaker Tsai Yuen-cheng said it’s embarrassing that his party had tried to distort the definition of “3% premium” when most people, including KMT legislator Fai Hung-tai, who reportedly has a PhD in statistics, knew that a 3% statistical error could only mean “plus or minus 1.5%.”

He said now a Hou-Ko team is ruined while the KMT can by now only choose to form a Ko-Hou team. He noted some polls showed that DPP presidential candidate Lai Ching-te, Ko and Hou are on course to win 6 million, 4.5 million and 3.5 million votes respectively, handing the election to the DPP, if the opposition camp cannot agree to form an alliance. 

He suggested if Hou does not accept the junior position on a united opposition ticket, the KMT may not survive over the next four years. 

Some Taiwanese commentators said the KMT-TPP’s fundamental conflict is rooted in past Legislative Yuan elections.

They said some of Ko’s supporters feel it is unfair that he serve as Hou’s deputy as he is slightly more popular in polls. They said the KMT and TPP also have conflicts over the negotiation of legislative seats. 

Adding to the intrigue, Ko held a one-hour meeting with Foxconn founder Terry Gou, who has gathered more than 900,000 signatures from public nominees to run in the election, at the latter’s home on Sunday evening. Gou must receive at least 300,000 signatures from voters to be nominated as he lacks any political party’s support.

Huang Shih-hsiu, a spokesperson of Gou’s campaign office, said Monday that the Taiwanese tech entrepreneur is open to discussions about forming a Gou-Ko team or a Ko-Gou team. Huang said a team could be formed “whenever Ko nods his head.” 

Public polls showed that a Ko-Gou team would not likely beat the DPP’s Lai-led ticket. But a KMT-TPP alliance could win about 44-45% of the vote to beat the DPP, which is currently running at around 36-38%. 

Beijing is now closely monitoring whether the so-called blue and white camps, which represent the KMT and the TPP, respectively, can form an alliance. 

Independence ticket

Lai said Monday that Hsiao Bi-khim, who had just resigned from her position as Taiwanese Representative to the United States on the same day, would be his vice president candidate. 

Hsiao was born in Japan in 1971. Her late father was a Taiwanese pastor and her mother is an American. In 2002, Hsiao served as a member of the Legislative Yuan from 2002 to 2008 and from 2012 to 2020. She then became the Taiwanese representative to the US from 2020 to 2023.

Taiwanese Foreign Minister Joseph Wu on Monday praised Hsiao as an excellent diplomat while her contributions to the self-governing island were well-recognized by the public.

Mao Ning, a Chinese Foreign Ministry spokesperson, declined to comment on Lai’s pick of Hsiao as vice president because it is not a foreign affairs-related issue. 

Chu Fenglian, a spokesperson of China’s Taiwan Affairs Office (TAO), said last week that both Hsiao and Lai are promoters of “Taiwan independence” and that they won’t help to improve cross-strait relations. 

In the past, Lai and Hsiao said they wanted to maintain the “status quo” in the Taiwan Straits, meaning Taiwan would continue to self-govern.

They asserted Taiwan should be allowed to join international organizations such as the World Health Organization, strengthen its defenses and sign trade deals with other nations. 

Read: Beijing ploy helps instead of hurting Gou campaign

 Follow Jeff Pao on Twitter at @jeffpao3

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