Emmerson examines strategic importance of Indian Ocean region
NEWS RELEASE
April 27, 2011
Contact:
Marie-Pierre Ulloa
Executive Officer for International Programs, Stanford Humanities Center,
(650) 724 8106, mpulloa@stanford.edu
International Scholars in Residence at the Humanities Center 2011-2012
Distinguished scholars from Australia, Hong Kong - Ghana, Spain, the United Kingdom and France chosen as joint Stanford Humanities Center/FSI international visitors.
The Stanford Humanities Center and the Freeman Spogli Institute for International Studies (FSI) are pleased to announce that four international scholars have been chosen to come to Stanford in 2011-12 as part of a jointly sponsored international program entering its third year. Nominated by Stanford departments and research centers, the international scholars will be on campus for four-week residencies. They will have offices at the Humanities Center and will be affiliated with their nominating unit, the Humanities Center, and FSI.
A major purpose of the residencies is to bring high-profile international scholars into the intellectual life of the university, targeting scholars whose research and writing engage with the missions of both the Humanities Center and FSI.
The following six scholars have chosen to be in residence during the 2011-2012 academic year:
While at Stanford, the scholars will offer informal seminars and public lectures and will also be available for consultations with interested faculty and students. For additional information, please contact Marie-Pierre Ulloa, mpulloa@stanford.edu.
Relevant URLs:
Stanford Humanities Center
Freeman Spogli Institute for International Studies
Platts Coal Trader International
Vol. 11, Issue 67, Pages 5-6
Australia faces serious challenges over the next 20 years in maintaining its hard-won place as a leading coal exporting country and capturing new market share, according to a research paper published by Stanford University's Program on Energy and Sustainable Development April 5.
Following earlier papers on China, Indonesia and South Africa's coal industries, the latest PESD paper, entitled Australia's Black Coal Industry: Past Achievements and Future Challenges, has been written by coal industry expert Bart Lucarelli.
The paper sketches the development of Australia's export coal industry, from its shaky start in the aftermath of the Second World War amid a glut of cheap oil, to the "phenomenal success story" of today. The renaissance of Australia's coal industry was assisted by the discovery of vast deposits of high-quality coking coal and thermal coal in Queensland's Bowen Basin and the
Hunter Valley of New South Wales respectively, along with new mining technologies and the economic expansions of Japan, South Korea and Taiwan, Lucarelli said.
During the Australian coal industry's competitive phase - 1987 to 2003 - export coal prices were relatively stable, but the growth rate of Australia's coal industry slowed as Indonesia became a significant coal exporter. Since 2003, Australia's coal industry has been in a "volatile price phase," as export coking and thermal coal prices have soared to record highs with the entry of China and latterly India into the international seaborne market, while weather events have affected supplies from coal exporting countries.
Looking to the next 20 years, Lucarelli forecasts serious challenges to the preeminence of Australia's export coal industry in the shape of infrastructure constraints, regulatory risks and under-investment in railways and ports by government-owned companies. "The most pressing and immediate technical challenge to the black coal industry of Australia is the shortage of rail and port infrastructure to support its further growth," said Lucarelli in the research paper.
‘Chronic infrastructure shortages' Governments in Queensland and New South Wales have proposed projects for expanding their rail and port networks to support a significant increase in Australian coal exports, which are forecast to grow to 540 million mt by 2020 from 240 million mt in 2010. "Part of the reason that chronic infrastructure shortages are likely to persist has to do with the type of technology being implemented - large rail and fixed land port systems," Lucarelli explained. Large port and rail projects are required for economies of scale, but involve long lead times, high upfront costs and complex regulatory clearances.
"A second reason for the chronic shortage of infrastructure has been the reliance on state-owned entities to make the necessary investments in the rail and port systems," Lucarelli said. Government-owned rail and port companies tend to be less nimble and entrepreneurial in their decision-making than the private sector, though some port and rail companies have been privatized recently - most notably Queenslandbased rail company QR National and the port of Brisbane. Regulatory uncertainty stemming from the Australian government's stop-start policy on curbing carbon emissions and its proposed Mineral Resource Rent Tax on coal-mining profits are additional factors clouding the expansion of Australia's coal industry. "Potential coal mining projects most at risk due to regulatory uncertainty are the massive new steam coal projects planned for the Galilee, Gunnedah and Surat basins," Lucarelli said. Illustrating the potential for expansion within Australia's coal industry, Lucarelli said that if only two of the advancedstage projects in the Surat Basin in Queensland started production on schedule, they could add 110 million mt/year of thermal coal exports by 2015. This is almost as much thermal coal as Australia exported for the whole of 2008, at 115 million mt.
As Asian coal demand skyrockets, the world's largest coal exporter now faces a number of critical challenges: infrastructure constraints, emerging carbon policy, resource depletion, and regulatory challenges. Drawing on a detailed analysis of Australia's coal industry since WWII, Dr. Bart Lucarelli addresses key questions that will shape both the Australian and global coal trade in the coming decade.
Covering everything from new mining investments to the potentially disruptive emergence of a the coal bed methane sector and Australia's investments in carbon capture and storage, the study offers the most comprehensive, forward-looking analysis of Australia's coal sector available in print.
The world's largest coal exporter sits at a critical crossroads. In the decades following WWII, Australia's coal industry grew from a small, fractured sector to the biggest player in international coal markets. This remarkable growth was driven by a combination of prodigious reserves, smart policy and regulation, strategic deployment of advanced technologies, and savvy market relationships with key Asian consumers. But the industry now faces critical challenges that are poised to determine whether Australia will continue to be the globe's largest coal supplier.
In "Australia's Black Coal Industry: Past Achievements and Future Challenges," PESD's Dr. Bart Lucarelli assesses the factors which are expected to shape the black coal industries of Queensland and New South Wales over the next 20 years. The study analyzes the critical challenges facing the Australia's black coal industries and the likely futures that might emerge from the resolution of those challenges over time.
This analysis is essential reading for anyone who wants to understand how Australia came to dominate the global coal trade, and how the future of Asian energy markets is likely to develop.
Beyond his childhood ties to Hawai'i and Indonesia and his
self-styled designation as "America's first Pacific President,"
President Barack Obama has demonstrated significant and genuine interest in
Asia and in developing trans-Pacific ties. He embarked on November 5 for the
second presidential visit to Asia during his term, and while there he will
visit India, Indonesia, South Korea to attend the summit of the Group of 20
(G20), and finally to Japan to attend the annual heads of state meeting of the
Asia-Pacific Economic Cooperation (APEC) conference. Secretary of State Hillary
Clinton will travel a week ahead of Obama to attend the Association of
Southeast Asian Nations (ASEAN) gathering and the East Asia Summit (EAS) in
Vietnam, followed by visits to Malaysia, Papua New Guinea, New Zealand and
Australia. Her trip will include an added-in stop to China's Hainan Island. To
address major issues surrounding the President's trip to Asia--including the
"China question" and historic U.S. bilateral alliances--four scholars
from the Walter H. Shorenstein Asia-Pacific Research Center (Shorenstein APARC)
gathered for a public panel discussion on October 27.
Thomas Fingar, Oksenberg/Rohlen Distinguished Fellow of the
Freeman Spogli Institute for International Studies, spoke about the
symbolic aspects of Obama's visit, noting the importance of a presidential
visit for showing a sense of real commitment to the region and an
acknowledgement of the "rise" of countries like China and India. On a
more pragmatic side, he also suggested that meeting in person with other
leaders is crucial in order to "bring about deliverables." The
omission of a visit to China should not be weighed too heavily, Fingar said,
pointing out that the President visited China last year. The stops in Japan and South Korea are tied to
important multilateral meetings, though they will also reaffirm longstanding
ties with those allies, while the visit to India is an indication of growing
relations between the two countries. Of particular importance is Obama's
participation in the G20 Summit in South Korea and the APEC meeting in Japan
because, Fingar stated, a major purpose of the visit is about the "United
States having a role in building new multilateral institutions." Finally,
while much of the success of the Asia trip rests on how well Obama conducts
himself, Fingar expressed confidence that the President would skillfully manage
the visit.
During his visit to Indonesia, Obama will meet with Indonesia's President Susilo Bambang Yudhoyono for a bilateral
discussion of such issues as economics, security, and higher education. Donald K. Emmerson, director of the Southeast Asia Forum, said that the
postponement of earlier-planned visits to Indonesia has lessened some of the
enthusiasm for Obama's "homecoming" to Jakarta. China's omission on
the trip agenda is noteworthy, he suggested, and Clinton's addition of a stop
in Hainan is due, in part, to help alleviate recent tension between the United
States and China regarding China's claim of sovereignty over the South China
Sea. Clinton's involvement in the EAS is an "important multilateral
engagement" for the United States because of the presence of its ally
Japan and the fact that the United States and China both have a voice there,
unlike the ASEAN Plus Three meetings that do not include the United States.
While in recent months the U.S.-China relationship has become more strained,
Emmerson asserted that the "United States is not going to get into a cold
war with China."
Obama will travel from Indonesia to South Korea for the G20 Summit, another
major multilateral engagement during his travels. David Straub,
associate director of the Korean Studies Program, described several significant
aspects of this time in South Korea. While not technically an organization,
Straub said, the Summit is an important forum for the discussion of economic
stability and growth. Similar to Fingar, Straub noted the efficacy and
significance of in-person meetings. The Summit provides an opportunity for
world leaders to have face-to-face discussions on non-economic issues, such as
North Korea's political situation. Straub suggested that President Lee
Myung-bak's investment in the Summit is based, in part, on raising South
Korea's global prestige, which is tied also to increasing the status of the G20
to become the premiere global financial organization. Finally, Straub stated
that alongside the G20 meeting, Obama and Lee are expected discuss bilateral
relations, which are at an all-time high, including the stalled U.S.-South
Korea free trade agreement (Korus FTA). The FTA, which would be the most
significant free trade agreement for the United States since NAFTA, has faced
opposition and mixed support on both sides.
Obama's visit to India will be the third U.S. presidential visit there in the
past decade, which is indicative of changing U.S. perceptions of India brought
about through the IT boom and growing economic ties, suggested Daniel C. Sneider, associate director of research for Shorenstein APARC. Sneider
pointed to a broader shared agenda despite a lack of clarity on some issues,
such as Pakistan, and a focus on India as Asia's "other" growing economy. He
stated that he would be watching for the United States and India to work
together to emphasize India's role in East Asia, highlighted by India's
participation in the EAS. India's Prime Minister Manmohan Singh has championed
a "look east" policy and expressed stronger interest in East Asia, especially
China. In terms of Obama's visit to the APEC heads of state conference in
Japan, Sneider noted the importance of this trip also for the U.S.-Japan
alliance. The newly formed government of Prime Minister Naoto Kan has
worked to ease tensions in the alliance and both countries hope to use the
visit to bolster a more positive image of the alliance. Certain points of
contention, like the move of the U.S. military base on Okinawa, have been put
aside for the time being. Sneider stated that recent China-Japan tensions have
also served to reinforce the importance of the relationship.
Events during Obama's Asia visit in the next two weeks will help to solidify or possibly call into question his image as the "Pacific President," and undoubtedly influence the role of the United States in Asia for the future.
Professor David Kinley holds the Chair in Human Rights Law at University of Sydney, and is the Law Faculty's Associate-Dean (International). He is also an Academic Panel member of Doughty Street Chambers in London, the UK's leading human rights practice. He has previously held positions at Cambridge University, The Australian National University, the University of New South Wales, Washington College of Law, American University, and was the founding Director of the Castan Centre for Human Rights Law at Monash University (2000-2005). He was a Senior Fulbright Scholar in 2004, based in Washington DC, and Herbert Smith Visiting Fellow at the Faculty of Law, University of Cambridge in 2008. He is author and editor of eight books and more than 80 articles, book chapters, reports and papers.
He has worked for 15 years as a consultant and adviser on international and domestic human rights law in Vietnam, Indonesia, South Africa, Thailand, Iraq, Nepal, Laos, China, and Myanmar/Burma, and for such organizations as the UN High Commissioner for Human Rights, the World Bank, the Ford Foundation, AusAID, and the Asia Pacific Forum of National Human Rights Institutions, and a number of transnational corporations, and NGOs. He has also previously worked for three years with the Australian Law Reform Commission and two years with the Australian Human Rights Commission.
His latest publications include the critically acclaimed Civilising Globalisation: Human Rights and the Global Economy (CUP, 2009), Corporations and Human Rights (Ashgate 2009), and The World Trade Organisation and Human Rights: Interdisciplinary Perspectives (Edward Elgar, 2009) Another edited collection entitled Principled Engagement: Promoting Human Rights in Pariah States will be published by UNU Publications in 2011. He is currently working on another book investigating the interrelations between human rights and global finance.
David was born in Belfast, Northern Ireland and brought up there during the 1960s and 70s. He studied in England in the 1980s at Sheffield Hallam University and the Universities of Sheffield and Cambridge, and after obtaining his doctorate from the latter in 1990 he moved to Australia. He now lives in Sydney with his wife and three children.
Encina Ground Floor Conference Room
FSE director Rosamond L. Naylor is among a talented group of advisors in Spain for the annual meeting of the Advisory Committee of the Pew Fellows Program in Marine Conservation. The Advisory Committee of the Pew Fellows Program in Marine Conservation featured in the photograph above from left to right:
The United States and the ASEAN group of nations have further strengthened political, economic and security ties, after their second full-scale summit in New York.
President Barack Obama said the Association of Southeast Asian Nations, which groups ten countries, had the potential for true world leadership. President Obama also made it clear that he saw Asia as a vital plank of US foreign policy.
DR EMMERSON: In the run-up to the summit, there was a big question. Would the partnership be declared as being strategic in nature? That was a key word in the discussion and what happened was the leaders basically finessed the issue. It's not hard to suspect that they worried that if they declared a strategic partnership with the United States, this would cause alarm in Beijing. Because let's remember in the run-up to this summit, we've had a lot of activity - the split between China and Japan over the disputed islands, one could continue with some evidence of a more muscular Chinese foreign policy, its commitment to its claim to possess basically the entire South China Sea, escalating that to the level of a core interest, presumably equivalent to their interest in recovering Taiwan. I could go on, but in many case, it was understandable that the subtext of the meeting was what will China think? So basically what the summit did was to finesse the issue. They decided to pass on the question of raising the partnership to quote - a strategic level - unquote, to the ASEAN US Eminent Persons Group, presumably expert advisors that would be convened and would make recommendations down the road.
And one of the most remarkable things about the statement was how much ground it covered. I mean, among the topics and issues that the leaders committed themselves to do something about, were 14 as I count them, 14 different subjects. Human rights, educational change, trade and investment, science, technology, climate change, interfaith dialogue, disaster management, illicit trafficking, international terrorism, I could go on. So it is clear to me that one of the tasks that ASEAN and the US will have to face in the coming months, is to try to insert some sense of priority.
LAM: On that issue of priority, the US President, Barack Obama, of course, postponed a couple of visits to Indonesia due to pressing domestic demands. Did he in anyway express American commitment to the ASEAN region?
DR EMMERSON: Yes, this was particularly kind of, I suppose you could say, evident in the fact that the meeting occurred at all, finally it was organized. It lasted two hours. He was apparently quite engaged and engaging during that period of time. And I think there is no question that the United States under his administration is committed to South East Asia as a region, indeed has agreed with the leaders of ASEAN, that ASEAN should play a central role in the process of building regional cooperation in East Asia.
LAM: And, of course, one of the topics that came up as well was the South China Sea, that entire region, given the competing maritime and territorial claims vis-à-vis the Spratley and Paracel Island groups. Do you think China is watching the US relationship with ASEAN, this growing relationship - do you think Beijing might be watching it with unease?
DR EMMERSON: Yes, absolutely. I am confident that they are watching it with considerable unease and I note that the statement that the leaders made, made no reference whatsoever to the South China Sea, presumably because of sensitivity with regard to Beijing's possible reaction. The topic was implicitly mentioned, but not explicitly.
LAM: And what about within ASEAN, the grouping itself? The UN Secretary-General, Ban Ki-moon, on the weekend said that the ASEAN nations' credibility might suffer if they did not take a tougher line with Burma and this is in view of the upcoming elections in November. This is presumably directed at specifically China and India, but it could also be referenced to ASEAN could it not, because Burma is a member of ASEAN. Do you see that changing anytime soon with ASEAN, that ASEAN countries, leading members like Indonesia, Malaysia, Singapore, that they might take a stronger stand with the military junta in Rangoon?
DR EMMERSON: The election in Myanmar, if I can call it an election, since it will be highly compromised and manipulated will take place, at least is scheduled to take place November 7th. Indonesia does not take over the chairmanship of ASEAN until the 1st January. So the question is, since Indonesia is a democratic country, arguably, the most democratic of any country in South East Asia, will it use its opportunity to try to put pressure on Burma in the year 2011? My own view is that ASEAN will probably not fulfill Ban Ki-moon's hope, will not exercise significant pressure on the junta. Instead, we could get the opposite situation in which so long as there is not major violence associated with the election, it will essentially be received by ASEAN as a kind of minimally-acceptable basis for assuring the Burmese junta that ASEAN still treats them as a full member. In other words, it's quite possible that the junta may get away with what I take to be a kind of facade effort to legitimate their rule.