East Asia

Oil and the Ouroboros

Today, at $45-50 a barrel, the price of crude oil has risen significantly from the $30 lows it reached around the start of 2016. Still, it remains quite far below the $80-110 range in which it resided during most of the past decade, prior to its crash in mid-2014. Gas and coal prices, meanwhile, have in most areas of the world fallen even more than those of oil has. China, because it is the world’s largest net importer of oil and of fossil fuels in general, has often been viewed as a country that is likely to benefit from these cheaper prices.

This view may be incorrect. Not only do China’s energy imports not equal a large share of its GDP, but the growth of China’s energy imports going forward may be slower than many predict. Moreover, there is an enormous discrepancy in the amount of fossil fuels produced by various regions and provinces within China. As such, the crash in energy prices may excacerbate, or at least influence, some of China’s preexisting geo-political divisions.

Energy Imports

China may be the world’s largest energy importer, but it is has also become its second largest energy producer, and as such only relies on energy imports for an estimated 15% of its total energy consumption, in contrast to 94% in Japan, 83% in South Korea, 33% in India, 40% in Thailand, and 43% in the Philippines. In 2014 imports of oil were equal in value to just around 2.4 % of China’s GDP, according to the Wall Street Journal, compared to 3.6% in Japan, 6.9% in Korea, 5.3% in India, 5.4% in Thailand, 4% in the Philippines, and 3.3% in Indonesia.

South Korea and Japan also imported more than two and four times more liquified natural gas, respectively – the prices of which tend to track oil prices more closely than conventional natural gas prices do – than China did. China’s LNG imports barely even surpassed India’s or Taiwan’s. China’s imports of natural gas in general, meanwhile, were less than half as large as Japan’s and only around 20% percent greater than South Korea’s.

China, furthermore, tends to import energy from the most commercially uncompetitive, politically fragile, or American-hated oil-exporting states, such as Iran, Russia, Iraq, Angola, and other African states like Congo and South Sudan. In contrast, Japan and South Korea get their crude from places that will, perhaps, be better at weathering today’s low prices, namely from Kuwait, Qatar, the UAE, and Saudi Arabia. (Granted, China gets an enormous amount of oil from Saudi Arabia too; however, Saudi oil does not count for nearly as large as share of China’s oil imports as it does for Japanese or South Korean oil imports). Similarly, China gets much of its natural gas from Turkmenistan, Uzbekistan, and Myanmar, whereas Japan imports gas from Australia and Qatar and South Korea imports gas from Qatar and Indonesia. China’s top source for imports of high-grade anthracite coal, and its third largest source for coal in general, is North Korea.

China has, in addition, invested capital all over the world in areas hurt by falling energy and other commodity prices, both in developed countries like Australia and developing economic regions like Africa. With energy prices cheap, it may get low returns on these expenditures.

Energy, History, and Politics

Another mistake the financial media makes is looking at China as if it were a country, rather than what it really is: both a country and a continent. Continents contain deeply-rooted divisions along regional, linguistic, and ethnic lines. China is no exception. China’s main division, roughly speaking, is between  areas south of the Yangtze River, which tend to be mountainous, sub-tropical, and dependent upon importing fossil fuels, and areas north of the Yangtze, which tend to be flat, more temperate, and rich in fossil fuels.

China’s Physical Topography                     China’s Population Density

Northern China, stretching over 1000 km from Beijing southward to Shanghai on the Yangtze, is the country’s political heartland. It is densely populated and home to most of China’s natively Mandarin-speaking, ethnically Han citizens. When compared to southern China, the north has historically been somewhat insulated from foreigners like the Europeans, Americans, and even Japanese. Beijing’s nearest port is roughly 5000 km away from Singapore and the Strait of Malacca; Hong Kong, in contrast, is only around 2500 km from Singapore and Malacca. Beijing is rougly 2600 km from Tokyo by ship, whereas Shanghai is 1900 km from Tokyo and Taipei (in Taiwan) is 2100 km from Tokyo.

Japan’s Ryukyu island chain and the Kuroshio ocean currents historically allowed for direct transport from Japan to Taiwan and the rest of China’s southeastern coast; the Japanese controlled Taiwan for more than three and a half decades before they first ventured into other areas of China in a serious way during the 1930s. Even today, Japan accounts for a larger share of goods exports to Taiwan than do either China or the US.

Southern China has often depended on foreign trade, since much of its population lives in areas that are sandwiched narrowly between Pacific harbours on one side and coastal subtropical mountain ranges on the other. In northern and central China, in contrast, most people live in interior areas rather than directly alongside the Pacific coast.

People in the northern interior often did not engage in as much foreign trade as those on the coast, as, in the past, transportation in the interior was often limited by the fact that northern China’s chief river, the Huang-he, is generally unnavigable and prone to flooding northern China’s flat river plains, destroying or damaging roads and bridges in the process. In southern or central China, by comparison, even people living far inland could engage with the coast by way of the commercially navigable Yangtze and Pearl Rivers, which meet the Pacific where cities like Shanghai, Guangzhou, and Hong Kong are located.

Northern China, however, was most directly exposed to the land-based Mongol and Manchu invaders who ruled over the Chinese for most of the past half-millenium or so, prior to the overthrow of the Manchu-led Qing Emperor in 1912. Today, of course, the north continues to retain China’s political capital, Beijing, and a disproportionally large majority of Chinese leaders were born in northern China — including Beijing-born Xi Jinping and Shandong-born Wang Qishan, a former mayor of Beijing). This is in spite of the fact that most of China’s leading political revolutionaries in the twentieth century, including Mao Zedong, Deng Xiaoping, Sun Yat Sen, Chang Kai-Shek, Zhu De, Ye Jianying, Hong Xiuquan, and the writer Lu Xun, hailed from southern or south-central China.

At present, out of China’s seven Standing Comittee top leaders, only seventh-ranked Zhang Gaoli was born in southern China; whereas five of the seven were born in northern China and one, Premier Li Keqiang, was born in central China. Zhang Gaoli may in fact be the first person born outside of northern or central China in thirty years to have made it to the Standing Committee. He is also the only person currently in the 25-member Politburo born outside of northern or central China. Meanwhile, among the 11-man Central Military Commission, seven were born in northern China, while two were born in north-central China and two in south-central China. By my count, out of the 205 active members of the Party Central Committee, fewer than 15 seem to have been born south of central China.

Indeed, the southern half of China, stretching from islands in Taiwan, Hainan, Hong Kong, Xiamen, and Macau in the east to the plateaus of Yunnan, Sichuan, and Tibet in the west, seems to be politically peripheral. It is home to a majority of China’s 120 million or so non-Han citizens (most of whom are not Tibetan or Uyghur, though those two groups recieve almost all of the West’s attention), as well as home to China’s 200-400 million speakers of languages other than Mandarin, and to China’s tens of millions of speakers of dialects of Mandarin that are relatively dissimilar to the Beijing-based standardized version of Mandarin, and to most of China’s 50-100 million recent adopters of Christianity, and, finally, to most of China’s millions of family members of the enormous worldwide Chinese diaspora.

Southern China is closer to Southeast Asia, a region with an enormous, economically active Chinese population (many of whom speak southern Chinese languages like Cantonese), than is northern China. Southern China’s Fujian province, in particular, is both linguistically and economically close to Taiwan, and southern China’s Guangdong province—the largest province in China—to Hong Kong. A large share of China’s GDP comes from the coastal areas of China from around Shanghai south to Guangdong, particularly if you include Taiwan as part of the country. Guangdong alone accounts for an estimated 10% of mainland China’s GDP and over 25% of its exports. This creates, arguably, an unbalanced dynamic: China’s political periphery is also its main economic engine.

Fossil Fuels

As it happens, northern China produces almost all of China’s fossil fuels. Most Chinese energy is, in fact, produced in and around the province of Shanxi, 300 km or so west of Beijing, where a tremendous share of China’s (and, indeed, the world’s) coal is mined. Shanxi has also seen the biggest political shakeup of any province from Xi Jinping’s anti-corruption campaign thus far. When combined with the northern “Autonomous Regions” of Inner Mongolia and Xinjiang, as well as China’s north-easternmost province Heilongjiang, Shanxi produces a gigantic of China’s fossil fuels in general. Other northern areas, such as Shandong, Liaoning, and Tianjin, are also significant oil producers.

Southern and central China, in contrast, account for most of China’s imports of fossil fuels—especially if you include the economy of Taiwan as being part of southern China. Taiwan, in fact, may be more dependent on oil imports than any other significant economy in the world, according to data from the Wall Street Journal. Falling energy prices may weaken the historical political heartland of China relative to its periphery, in that case. Whether or not this will generate political instability going forward remains to be seen.

Looking Ahead

If (a big if) energy prices remain low for a sustained period, then the question of China’s future dependence on imported energy also becomes relevant, as does the question of the future dependence on imported energy of China’s most important neighbours. In that case, how dependent on energy imports will countries like China, Japan, and India be in a decade or two from now?

While it is impossible to know what the future will be like, it is not difficult to imagine that China will remain less dependent on energy imports than India and/or Japan during the years or decades ahead, as a result of India’s still-emerging economy and Japan’s still-roboticizing economy.

China is not likely to be a major adopter of energy-intensive robots, in per capita terms, because China has a far larger cheap labour force than any country in the world apart from India. Japan, in contrast, will likely help lead the robot revolution, as its labour force is expensive and aging rapidly. This could make Japan even more dependent on importing energy, as machines that are both highly mobile and capable of sophisticated computation require an enormous amount of energy to run — and indeed, one of their main advantages over human labour is that they can and frequently will be tasked to run 24-7, without even taking any time off for holidays or sick days.

China is not certain to increase its energy imports nearly as much as less-developed economies like India, meanwhile, as the Chinese inudstrial sector is facing challenges as a result of its past generation of energy-intensive growth. China faces rising labour costs in many of its cities; a pollution problem; a US that is concerned with Chinese industrial power; and countries throughout the world afraid of China’s world-leading carbon emissions.

In addition, China is located much further away from the Persian Gulf and Caspian Sea oil and gas fields than the Indians and other South Asians are, and so might have difficulty accessing them in a pinch.

China may also, for the first time, have to face industrial competition from resource-rich economies such as Australia, Norway, Canada, Texas, or even the Gulf Arab states,which may be able to use energy-intensive robots of various kinds to build up their manufacturing sectors in spite of their small, expensive domestic labour forces.

All this could make China’s industrial growth rate slip, which in turn might reduce China’s resource imports and thus prevent China from becoming the leading beneficiary of low energy and commodity prices.

Such a shift will be especially likely if the United States or European economies decide to enact tariffs on goods coming from places that generate power by using coal in inefficient ways, a prospect that has become increasingly likely as a result of America’s triple-alliance between environmentalists opposed to coal consumption, shale gas producers competing with coal miners, and energy companies trying to pioneer more expensive but cleaner ways of consuming coal and other fossil fuels. China may then have to focus on growing its service sectors instead of its energy-intensive industrial sectors.

China, Japan, and Siberia 

Japan, lastly, might benefit from Russia’s energy-related woes more than China will. This is not only because the Chinese have to a certain extent often looked to Russia as an ally against the West, but also because the areas of Russia that China is close to are mostly irrelevant to China: they are landlocked, Siberian, and for the most part located far from China’s population centres.

Pacific Russia, in contrast, which is located next to the Sea of Japan on the East Asian side of Russia’s Pacific mountain ranges, has a far more liveable climate than does most of the continental Siberian interior. It is home to several small or medium-sized port cities, such as Vladivostok and Petrapavlovsk-Kamchatsky, which are very, very far away from Moscow. This region accounts for much of the oil and nearly all of the Russian gas exports to Asia—especially energy-rich Sakhalin Island, which is just 40 km away from Japan and was half-owned and inhabited by the Japanese prior to the Second World War.

Russia may, in fact, be somewhat better prepared to fight another border war with China like it did in 1969—which might not be too different than the many other wars Russia has fought within or near its borders both prior to or since then—than it would be to face off against Japan again within the far-eastern, mountainous, archipelagic and peninsular Pacific Russian region, as it did in 1905 and then again during the 1930s and WW2. Of course this does not mean Japan will attack Russia — though it has certainly toyed with the idea of eventually making some bolder moves in the Southern Kuril Islands, which both countries claim as their own. Even the remote, unstated possibility of conflict, however, may help grant Japan leverage in any negotiations with Russia regarding commercial or political issues.

Conclusion

All of this is not to be bearish on China’s future. Energy-intensive industrial growth, after all, woud not necessarily mean an improved quality of life for Chinese citizens. Ideally Chinese standards of living will rise at a considerably faster pace than its energy usage. It does seem, though, that China’s economy may not turn out to be a major beneficiary of the fall in energy prices. The PRC’s neighbours on the other hand, such as Japan and Taiwan, which are less rich in fossil fuels or in labour, may benefit greatly. So too might the poorer countries that depend on energy imports, like India and the Philippines. Just as important, however, yet often overlooked, are China’s domestic geopolitics. Internal Chinese divisions—including along north-south and east-west lines—have been, and might remain, of paramount importance. Energy prices could impact them too.

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North America

Geopolitics in Canada: Politics, Economics, and Future Technologies

Canada is often considered to be a haven from geopolitics, a nation relatively free from economic want or political cant. But if by geopolitics we refer simply to the influence of geography upon politics, Canada may in fact be a prime place to study it, if only because the country posseses so much of the former when in comparison to the latter.

The basic fact of Canadian geopolitics is this: more Canadians live in the city of Toronto than live in the 2500 kilometer-wide expanse of land separating Toronto from Alberta. (Or, to put it in the most Canadian way possible, there are a heckuva lot more people who would like to see Auston Matthews win the Calder Trophy than Patrick Laine). Canada is in this way divided in two: between Alberta and BC on the one hand, in which around 25 percent of Canadians live and 30 percent of Canada’s GDP is generated, and Ontario and Quebec on the other, which account for roughly 60 percent of Canada’s population and GDP.

Source: Future Economics

These two halves, in turn, can also be divided into two parts. Alberta is separated from BC by the Rockies; Ontario from Quebec by the Anglo-French divide. (The debate is still open as to which of these two barriers is the more venerable). However, while the BC-Alberta split is pretty well balanced — Alberta’s GDP is a bit larger than BC’s, but BC’s population is a bit larger than Alberta’s — the Ontario-Quebec divide is tilted strongly in support of Ontario. By itself, Ontario accounts for an estimated 38.6 percent of Canada’s population and 38.4 percent of Canada’s GDP.

These are large figures not just in Canadian terms, but also in global ones. Few provinces or states within major countries represent such a bulk of their respective nations. Ontario’s provincial government has a budget that in recent years was larger than those of Quebec and Alberta combined, and also close to half that of Canada’s federal government (the capital of which, Ottawa, happens to be located in Ontario). The Ontario provincial budget is higher than those of any states in the US apart from California or New York. It is higher than the budgets of 15 EU nations.

Among other things, this makes the provincial election of Ontario that is scheduled to occur by 2018 a matter of some significance. According to current polls (yes, I know, polling cannot be trusted…), the Ontario Liberals likely will be thrown out of office for the first time since 2003, to be replaced with the Progressive Conservative party. This would be noteworthy given that, at present, only Manitoba is led by a Conservative government. The rest are governed by Liberal parties with majorities in provincial parliaments, or else by the New Democratic Party (in Alberta) or Saskatchewan Party (in Sasketchewan, of course), both of which enjoy majority governments too.

In Canada, due to the country’s vast size and diffuse population, provinces possess a high measure of capital and clout. The combined budgets of the ten provincial governments, for example, is larger than the federal budget. (In the US, by comparison, the 50 state budgets amount to less than half the US federal budget. And in Britain, the central government is far more prominent still). So, if provincial Liberals lose upcoming elections in provinces of considerable size—Quebec may have an election in 2018 too, and BC will likely have one this year— it might unsettle provincial relations with Justin Trudeau’s federal Liberal majority; a federal majority likely to remain until at least 2020.

It is not however only Ontario’s size which tends to make it the fulcrum in Canadian politics. Ontario is also centrally positioned, both economically and politically, within the country. Economically, the four provinces west of Ontario have around one-third of Canada’s GDP, while the five provinces east of Ontario have around one-quarter of Canada’s GDP. The median line of longitude of the Canadian economy — the place where the GDP to the east equals the GDP to the west; the Prime Median, as it were — runs directly through the city of Toronto, Ontario’s capital.

Ontario trades nearly seven times more with Quebec than does any other province, and trades three times more with Alberta than does Quebec. Ontario also trades more with Canada’s four Atlantic Maritime provinces than Quebec does. Politically, moreover, Ontario shares a long border with French-speaking Quebec — a border Ottawa abuts and Montreal is just 60 km from — yet shares a language with most of the rest of Canada.

We’ve left out any mention of Canada’s three Territories, Yukon, the Northwest, and Nunavut, for the sake of simplicity. Combined, they have a population of 113,000; smaller than the smallest province, PEI, and just 0.32 percent of the overall Canadian population. (By comparison, Alaska accounts for 0.23 percent of the population of the United States)

This is where we get to the real bacon of Canadian geopolitics: the somewhat uncanny reflection of geographical realities within Canada’s electoral outcomes; specifically, in the ability of Ontario to “swing” between either Quebec or western Canada during federal elections, or else for Ontarians to vote for a party supported in neither Quebec nor in western Canada and yet still manage to have that party win (or at least, manage to avoid having any rival party acheive a majority government).

The four most recent elections, which saw Trudeau emerge with a majority government in 2015, Stephen Harper win his first-ever majority in 2011, and Harper gain only minority governments in 2008 and 2006, are ideal examples of this:

The three major candidates in the 2015 election, Justin Trudeau, Stephen Harper, and Thomas Mulcair

In 2011, Harper’s Conservatives won a majority by uniting Ontario and western Canada — including receiving 27 out of 28 seats in Alberta — even as they won only 5 out of 75 seats in Quebec. In that election Ontario and every province west of Ontario gave a large majority of their seats to Harper’s Conservatives, while, with the exception of New Brunswick (the westernmost Atlantic province), none of the provinces east of Ontario came even close to giving a majority to the Conservatives.

Quebec, in contrast, gave 59 seats to the NDP, allowing that party to become one of the two largest in Parliament for the first time in its history. 2011 was a good example of Ontario swinging to the west. (Harper, not incidentally, was born in Toronto, attended university in Edmonton, and represented a Calgary riding in Parliament).

In 2015, on the other hand, Trudeau’s Liberals won an even larger federal majority by winning most of the seats in both Ontario and Quebec, even as they were crushed in both Saskatchewan and Alberta. The Liberals won a large majority of seats in Ontario and in every province east of Ontario—except Quebec, where they won only a narrow majority—and also won exactly half the seats in Manitoba, the easternmost Prairie province. But the Liberals did not come even close to winning a majority in any other province west of Ontario.

The large victory of Trudeau (who, by the way, was born in Ottawa, went to university in Montreal, and represents a Montreal electoral district in Parliament) is a good example of Ontario swinging east. While BC did give a plurality of its votes to the Liberals in 2015 too, it only amounted to 17 out of the 42 seats in that province; in contrast, in the Atlantic Maritimes the Liberals swept all 32 seats in the four provinces of the region, and in Ontario the Liberals won 80 out of 121 seats.

In 2008 and in 2006, Ontario did not give a majority of its seats to any party. Moreover, in neither of those elections did Ontario and Quebec give a plurality or majority of their seats to the same party. This resulted in both cases in federal minority governments.

In 2008, Ontario gave a plurality of seats to Harper’s Conservatives, who won big majorities in every province west of Ontario but who lost in every province east of Ontario except New Brunswick. Quebec meanwhile gave a large majority to the Bloc Quebecois that year. In 2006, when Harper’s minority victory was much narrower than in 2008, Quebec also gave a large majority to the Bloc Quebecois, but Ontario gave a plurality to the Liberals rather than to Harper.

In 2006 the Alberta-BC divide was also larger than in 2008 or 2011: the Conservatives swept Alberta but won only a plurality in BC. (New Brunswick however did fall in line with its fellow Maritimers in 2006: all four gave a majority of seats to Liberals). In both the 2006 and 2008 elections, every province west of Ontario gave majorities or pluralities to the Conservatives, while none to Ontario’s east (except, again, New Brunswick in 2008) did so.

While geopolitical patterns such as these vary over time and so are not certain to endure, still it is clear they run deep.

In Part 2 of this 4-Part essay, we will take a more detailed look back at Canada’s past elections and the (geo)politics of Canada’s provinces. In Part 3 we will attempt to analyze the modern Canadian economy, and in Part 4 we will discuss how technological changes in robotics and communications may impact the country.

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Europe

Spanish Geo-Economics: Past, Present, and Future

Link: spanish-geo-economics-past-present-and-future-january-2017

(If some the pictures on the link above are too blurry, you can see them clearly on the link below….however some of the text paragraphs in the link below are out of place. Sorry for the inconvenience).

spanish-geo-economics-past-present-and-future-january-2017

spain-landflatland

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North America

Electoral College Blues

Hillary Clinton, Barack Obama

In the recent presidential election Donald Trump received the support of 45 percent of voters who have college diplomas, 37 percent of voters who have graduate degrees, and 35 percent of college-age voters. Trump won the presidency in spite of these relatively low numbers, however, because he is set to receive 57 percent of the votes within the electoral college.

Democratic voters are not at all happy about this. Many are now calling for the abolition of the electoral college, or at least, wishing that it was not so incredibly difficult to abolish. They are unhappy that both Donald Trump and George W Bush were able to reach the White House even after losing the popular vote.

I am sympathetic to this view, and if it were up to me I would agree to replace the electoral college with another type of voting system — though what system exactly would be best I am not certain about. That said, I would like to point out a few things to the Democratic supporters who have been discussing this issue of late, if only because I have yet to hear anyone mention them:

1) Obama lost the popular vote in the Democratic primary of 2008. He received roughly 0.7 percent fewer votes than Hillary Clinton received in that race, but won because he got 53 percent of the delegate count. This was not as large a margin as Trump’s 2 percent popular vote loss to Clinton, but it was greater than Bush’s 0.5 percent loss to Gore.

Granted, a primary is obviously not as important as general election, and involves many fewer voters.There is also the complicating factor of the several states which caucus rather than vote directly in primaries, as well as the fact that Obama was not on the ballot in Michigan. This has led some to claim that Obama would have beaten Clinton in a popular vote if there had been a fairer and more direct primary system.

All the same, it does perhaps speak a bit poorly of some of the Democratic supporters, who did not make such a fuss when Obama came to power after appearing to have lost a key popular vote. They do not even mention Obama’s popular vote loss now, even as they complain frequently about Trump’s and Bush’s.

(Hillary Clinton, meanwhile, did well in the 2008 primary in part by winning in the Rust Belt states and Florida, states which have now propelled Trump to electoral college success. Trump’s victory was the second time Clinton has won a key popular vote and still lost an election)

2) It is not at all clear that the unfairness of the electoral college is deserving of the huge amount of attention it has been receiving of late, when the unfairness of the voting system in the Senate is in certain respects enormously greater than that of the electoral college, yet by comparison tends to receive almost no attention in the national media.

Senators, of course, are not as important as presidents, but still, anyone complaining about the presidential voting system should probably also be complaining about the fact that tiny states like Rhode Island and Wyoming receive as much representation in the Senate as do giants like California and Texas.

George W Bush and Trump, after all, only lost their respective popular votes by approximately 0.5—2 percent, whereas California and Texas have nearly 40 and 28 million inhabitants, respectively, yet receive the same amount of representation in the Senate as do each of the six American states which have fewer than one million inhabitants, or the 14 states which have fewer than two million inhabitants, or the 20 states with fewer than three million inhabitants.

3) It is not clear that the Democrats would actually benefit from getting rid of the electoral college. While most Democrat supporters who want to get rid of the electoral college would like to do so because they feel it is unfair, rather than because they feel it hurts Democrats, some do want to change the system mainly because they feel it has been hurt their side during the Bush and Trump elections.

What is interesting here is that the Democrats have spent much of the past decade telling themselves that they are well-placed to win future electoral colleges because they have a “coalition of the ascendant” — notably, that they may be set to benefit from having young Spanish-speaking, black, and white-liberal populations continue to grow quickly within  swing states like Florida, Colorado, Virginia, or possibly even Georgia. Trump’s electoral college victory does not change this trend. What is more, Trump’s popular vote loss to Clinton may not prevent the Republicans from winning future popular votes by receiving high support from white voters.

Indeed, this recent election might, counter-intuitivitely, indicate that Republicans could be able to win the popular vote in the future because of white voters being willing to switch from Democrat to Republican, or because of Democrat voters staying home on election day. If, as hopefully will not happen, electoral politics continue to become more divided along racial lines, then it is not inconceivable that white Americans would remain a predominant voting bloc even if they eventually no longer account for a majority of the electorate.

Of course, it is probable that for the foreseeable future Republicans will continue to fare better in the electoral college than in the popular vote, a result of the fact that most Democrat voters tend to live within Northeastern or Pacific coastal cities, outside of typical swing states. Still, any Democrats who hope to somehow get rid of the electoral college in order to benefit their own party should, maybe, be a bit careful in making this a Christmas wish.

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Middle East

The Geopolitics of Saudi Arabia

Saudi Arabia has an estimated population of 32 million, the 40th largest in the world and 6th largest in the Arab world. It is barely more than a third of the size of Egypt’s population. Territorially, however, Saudi Arabia is massive. It is the 12th largest country in the world, and the largest country in the Arab world outside of Algeria. Its territory is roughly the size of Turkey, France, Germany and Japan put together.

Of course, much of this territory is desert. Saudi Arabia’s arable land per capita, according to the World Bank, is just 0.1 hectares per person. This is less even than in densely populated states like India, though it is still a lot higher than in Egypt, Yemen, and a few other Arab countries.

Most Saudis live in the western part of the country, within 150 km of the Red Sea. The densest concentration of Saudi Arabians live near the country’s mountainous border with Yemen.

Saudi_Arabia_population_density_2010

Population density of Saudi Arabia by Region

On the Yemeni side of the border the population density is also high. Nearly all of Yemen’s population of 27 million lives within 400 km of this border. Many Yemenis live within just 200 km of the border, in the capital and largest city Sana’a or in the mountains north of Sana’a.

yemen_pop_2002

Yemen

This populous border region is inhabited by a non-Sunni majority on both sides of the border, in stark contrast to Saudi Arabia as a whole. It has created challenges for the Saudi rulers; In recent years the Saudi military has been engaging directly in the ongoing Yemeni civil war, for example.

M.-Izadys-Arabian-Religion-Map

Another product of Yemeni-Saudi relations was Osama bin Laden, one of the many sons of the billionaire Mohammad bin Awad bin Laden, a poor Yememite who moved to Arabia’s main port city of Jeddah before the First World War and went on to become one the richest non-royals in Saudi Arabia. In a certain sense Osama went on to become arguably the most prominent challenger to the Saudi royalty.

saudi-map

Of Saudi Arabia’s 13 Regions, Ar Riyadh, Makkah, and Eastern Province (Ash Sharqiyah) are by far the most populous. Jizan in the southwest, meanwhile, is much more densely populated than any of the others, followed by Bahah, Makkah, and Asir which are also much more densely populated than the others

saudi regions graph

The Saudi-Yemeni relationship is in some ways a microcosm of Saudi Arabian geopolitics in general. Saudi Arabia’s borderlands (the lands on either side of Saudi Arabia’s borders) are much more populous than Saudi Arabia’s heartland (the region in and around the Saudi capital city Riyadh). Moreover while the Saudi heartland adheres mainly to ultraconservative Wahabbi Islam (or, more broadly, to Sunni Islam), Saudi borderlands are often non-Sunni or adhere to more cosmopolitan (by Saudi standards) non-Wahabbist Sunni traditions.

This includes not just the wealthy, relatively cosmopolitan foreign cities of the Persian Gulf, like Dubai, Doha, or Abu Dhabi, but also cities within Saudi Arabia near the Red Sea, like Mecca and Medina (because of the Hajj, which has historically had a worldly influence) and the Meccan port city of Jeddah, which is by far the most populous Saudi city apart from Riyadh.

Within 200 km of Saudi Arabia’s land borders, over 35 million people live (not counting Saudi Arabia’s own population), more than the 32 million people that live in Saudi Arabia. Within 500 km of Saudi Arabia’s land or sea borders more than 230 million people live (not counting Saudis). By comparison, there are just 15 million or so people who live in or within 500 km of Riyadh.

In contrast, in Egypt most of the Egyptian population lives in or within 200 km of Cairo, and very few people in Egypt live within 200 km of Egypt’s land borders with other countries. In Turkey most people live in or within 400 km of the capital Ankara. In Iraq nearly all people live in or within 430 km of Baghdad. And in Pakistan most people live within 500 km of Islamabad.

Iran, on the other hand, does have a somewhat similar geopolitical configuration as Saudi Arabia, if not necessarily to the same extreme. The Iranian heartland (in, around, and between the cities of Tehran and Esfahan) is far away from most the country’s populous borderlands, and its borderlands are in many cases not inhabited by Persians but rather by minority groups like Kurds, Arabs, Azeri Turks, Balochis, and others. The fact that both Saudi Arabia and Iran are potentially fragile in this way has helped, perhaps, to drive their rivalry with one another, as both act aggressively to preempt any perceived threats to their internal cohesion.

ethnic-iran-map

The same is true, though to a lesser extent, of Turkey, where some in Ankara worry about Kurdish groups along its eastern borders and about secularists and cosmopolitans in and around Istanbul on its western borders.

One of the only significant exceptions to Saudi Arabia’s borderland linkages is in its southeast, where the The Empty Quarter of the Arabian desert effectively hives off areas within Oman, the UAE, and Yemen from Saudi population centres. You can see the influence of the Empty Quarter (Ar Rub’ al Khali) in the map of roads in Saudi Arabia below: it has almost none. According to Wikipedia, the Empty Quarter is larger in size than entire countries like France, Afghanistan, or Ukraine. It is about five times larger than England.

Saudi-Arabia-road-map

Looking out from Riyadh, the Saudi leadership sees potential border-region threats in almost every direction. It worries not only about neighbouring countries, but also how they may interact with its own Saudi citizens (and with its foreign-born labourers, who number around a fifth of the people in Saudi Arabia). In the past the Saudis have waged an aggressive foreign policy meant to stave off such threats, for example allying with the US during the Cold War in order to combat the Shiite Iranians (post-1979), the Pan-Arab Nasserites in Egypt (pre-1980), and Ba’athist Iraq (in 1990).

Today Saudi Arabia continues to project influence, in various ways, into countries like Egypt (where it supported ultra-religious Salafist political parties and the Egyptian military against both the Muslim Brotherhood and Egyptian liberals), Bahrain (which Saudi Arabia invaded, in effect, during the Arab Spring in 2011, in order to prop up the Sunni monarchy against the majority Shiite population), Iraq and Syria (where it has supported religious Sunni groups), Lebanon, and Yemen.

Saudi Arabia

From Doha the capital of Qatar to Mecca in Saudi Arabia is nearly as far as from Doha to the megacity of Karachi (population 24 million) in Pakistan. From Dubai in the UAE to Jeddah, Saudi Arabia’s second largest city, is about the same distance as from Dubai to the important state of Gujarat (population 63 million). From Riyadh to Shiraz (Iran’s sixth largest city) is closer than from Riyadh to Jeddah. From Riyadh to Baghdad is about the same as from Riyadh to the Jizan region (population 2.5 million) in southwestern Saudi Arabia. Even the distance from Riyadh to Tehran (8 million) is not much further than Riyadh to Jizan.

Even along its maritime borders the Saudis are potentially insecure, a result of the narrowness of the Red Sea (250 km, on average) and Persian Gulf (also 250 km wide), as well as the fact that both seas can be potentially closed off because of the chokepoints of Hormuz, Suez, and the Bab-el Mandeb. Indeed, absent support for Saudi Arabia from an outside power like the United States, the most probable leading nation in the energy-rich Persian Gulf is not Saudi Arabia, but rather is Iraq, which occupies a large majority of the arable lowlands in the Persian Gulf basin, or Iran, which occupies most of the arable highlands overlooking the Persian Gulf. Saudi Arabia’s Gulf region, in contrast, is mainly desert.

topographic map

In addition, because Iran and Iraq are both majority-Shiite, as is Saudi Arabia’s Eastern Province and neighbouring Bahrain, the Sunnis and Wahabbists in Saudi Arabia are at a potential disadvantage in the Gulf region from a religious perspective. Indeed, Saudi Arabia is badly outnumbered in the Gulf even just by the Kuwaitis, Qataris, and Emiratis, who together have 15 million inhabitants (led by the Emiratis, with 9.5 million people) and an estimated GDP of 775 billion dollars (compared to around 750 billion dollars for Saudi Arabia). This situation is further complicated by the huge foreign-born labour forces of these rich Gulf monarchies, which tend not to be treated very well yet outnumber the citizen labour forces within most of these countries.

mid-east-religion

Historically the Persian Gulf was not as important as it is in the modern oil and gas era. The Saudis main rivalries in the late 19th and early 20th century were instead in western Saudi Arabia, with the Hashemites, and in north-central Saudi Arabia, with the Rashidis. The Hashemites, who had been allied with the British and today rule Jordan, were in control of the Hejaz (see  map below) until defeated and exiled to (rule) Iraq, Syria, and Jordan by the Saudis in 1924-1925; the Rashidis, who had at times been allied with the Turkish Ottomans, were in control of most of the Arabian interior until defeated by the Saudis in 1921, three years after the end of the First World War. Just thirty-one years before, in 1890, the Rashidis had conquered Riyadh and forced the Saudis into political exile in Bahrain, Qatar, and Kuwait.

Hejaz

Rashid

ottoman arabia

Today most of Saudi Arabia’s population lives in the Hejaz, in lands that have been under Saudi rule for less than a century. The legacy of the rivalry between the Saudis and Rashidis, meanwhile, can still be seen in the M. Izady relgious map (posted higher above in this article), where the area in, around, and north of the city of Ha’il, the former Rashidi capital, is one of the only parts of the Saudi interior categorized as Sunni rather than Wahhabi. The defeat of the Rashidi dynasty has meant that Ha’il is now just the 12th most populous city in Saudi Arabia, in contrast to Riyadh which has become the largest in the country.

Mecca and Medina

Mecca is just the third most populous Saudi city, however because of its religious significance it is more important than any other. It is located close to other large Saudi cities: 65 km east of Jeddah (the second largest Saudi city, with more than twice the population of Mecca), 50 km west of Taif (the sixth largest Saudi city) and 335 km south of Medina (the fourth largest Saudi city). Together Mecca, Jeddah, and Taif, all of which are located in Makkah Region, have a population larger than the Saudi capital Riyadh or the Riyadh Region.

Saudi Cities Lines Map

Mecca is located almost exactly on a straight line with Riyadh in central Saudi Arabia (I’ve added lines on the map above to try to display this), with Hofuf and Dammam in eastern Saudi Arabia (the fifth and seventh largest Saudi cities, respectively), and with Manama (Bahrain’s capital) immediately to Saudi Arabia’s east. This line is perpindicular to the line that runs north-south along the western coast and coastal mountains of Arabia. Within these lines, which converge around Mecca, Jeddah, and Ta’if, lives a significant majority of Saudi Arabia’s population, as well as to most Yemenis and Bahrainis. Cities like Medina, meanwhile, are outside but still quite close to these lines, as is Doha the wealthy capital of Qatar. The north-south line also runs roughly parallel to the Nile river valley, where nearly all Egyptians and most Sudanese live.

Historically Mecca and Jeddah were strategically located, at the centre of the regional trade and transport routes linking Asia, Europe, and East Africa. They are situated almost exactly 1200 km from the Indian Ocean, Mediterranean, and Persian Gulf. Because Mecca and Jeddah are located just to the north of the higher elevations of Arabia’s Red Sea coastal mountains (see maps below), and northwest of the impassable Empty Quarter of Arabia, caravan routes between the Persian Gulf and Red Sea could not easily bypass them to the south.

Saudi_Arabia_Topography

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the stronghold of Ta’if

At the same time, Mecca still has a useful foothold in a small northern sliver of these higher-elevation coastal mountains, around Ta’if.  Ta’if, where Meccan elites historically would reside during the summer to escape the heat, is at 1879 metres above sea level, compared to just 12 metres for Jeddah, 277 for Mecca, and 332 for Medina.

The relative proximity of Mecca, Jeddah, and especially Medina to Egypt was also significant in the past. Before steamships, it was difficult to travel northward in the Red Sea because of the trade winds blowing south and the rockiness and narrowness of the Gulf of Suez. As a result, ships would often travel instead to the Egyptian port city of Al-Qusayr (population 50,000 today) where a bend in the Nile brings the river relatively close to the Red Sea, then cross 155 km of desert overland to Quena (population 250,000) on the Nile and sail the river the rest of the way to the Mediterranean.

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Al-Qusayr to Quena

Unlike the Red Sea, the Egyptian portion of the Nile could be crossed easily in either direction; it has no significant rapids or water-barriers to the north of the Cataracts of the Nile  (which separate Egypt from Sudan), it has no significant river bends (unlike the very big bend the Nile makes in Sudan north of the capital Khartoum), and even sailing south against the current of the river could be acheived with relative ease because of the south-blowing trade winds. The Egyptian port of Al-Qusayr on the Red Sea is not too far north of Medina, and is likely one of the reasons that Medina became so significant.

In addition, Medina is located near where the Wadi Al-Rummah, the longest valley in the entire Arabian peninsula, arises. It runs from Medina all the way northeast to the Persian Gulf by Kuwait.

Jeddah and Mecca, meanwhile, are across from Port Sudan, which is by far the most populous coastal city on the Red Sea in either Sudan or Egypt (not counting Suez). From Port Sudan a valley leads through the East African coastal mountains to the Sudanese capital of Khartoum (population 5-6 million), where the Blue Nile and White Nile meet to become the Nile. Today Khartoum is perhaps the fourth or fifth most populous city in the Arab world, but gets little media attention.

port sudan.png

The routes between Arabia and the Nile were used, for example, during the late 18th century, when the British sent their army from India to Egypt to counter the invasion of Egypt and Palestine by Napoleon, when Napoleon was still a general and not yet France’s ruler. The route was used also by the sons of Egypt’s Ottoman Viceroy Muhammad Ali to overthrow the First Saudi State (1744-1818) and later challenge the Second Saudi State (1824-1891). However as a result of modern shipping and the Suez Canal, the route today is no longer as important.

Conclusion 

Saudi Arabia’s geography has heavily informed its history, up to and including the present day. As a result of its desert climate, for example, the Saudi economy is still not very large. Its GDP is estimated to be smaller than Turkey’s, a third as large as Italy’s, and less than twice as large as those of Iran or the United Arab Emirates. Politically, meanwhile, the strain between the historical Saudi and Wahabbi heartland around Riyadh and its borderlands around the Red Sea and Persian Gulf is perhaps the main factor driving the Saudi state’s aggresivity and extremism, both at home and abroad. This aggressivity and extremism, in turn, could create political pushback against the Saudi leadership from Saudi citizens, neighbouring Middle Eastern countries, or external powers like the United States.

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Some notes, taken from Wikipedia:

The Rashidis 

“As with many Arab ruling dynasties, the lack of a generally accepted rule of succession was a recurrent problem with the Rasheedi rule. The internal dispute normally centered on whether succession to the position of amir should be horizontal (i.e. to a brother) or vertical (to a son). These internal divisions within the family led to bloody infighting. In the last years of the nineteenth century six Rasheedi leaders died violently. Nevertheless, The Al Rasheed Family still ruled and fought together [against the Saudis] in the Saudi–Rashidi Wars.”

As an aside, Faisal bin Musa’id, a half-Rashidi half-Saudi prince, assisinated Saudi Arabia’s King Faisal in 1975. According to Wikipedia, “Faisal’s father was Prince Musa’id, the step-brother of King Faisal, and his mother was Watfa, a daughter of Muhammad bin Talal, the 12th (and last) Rashidi Emir. His parents divorced. He and his brothers and sisters were much closer to their maternal Rashidi relatives than their paternal Al Saud relatives. In 1966, his older brother Khaled, a Wahhabist, was killed during an assault on a new television station in Riyadh. Wahhabi clerics opposed the establishment of a national television service, as they believed it immoral to produce images of humans. The details of his death are disputed. Some reports allege that he actually died resisting arrest outside his own home. Faisal came to the United States in 1966 and attended San Francisco State College for two semesters studying English. Allis Bens, director of the American Language Institute at San Francisco State, said, “He was friendly and polite and very well brought up it seemed to me. I am really very surprised about this.” While Faisal was at San Francisco State his brother Khaled was killed. In 1969, while in Boulder he was arrested for conspiring to sell LSD. He pleaded guilty and was place on probation for one year. After leaving the United States, he went to Beirut. For unknown reasons, he also went to East Germany. When he came back to Saudi Arabia, Saudi authorities seized his passport because of his troubles abroad. He began teaching at Riyadh University and kept in touch with his girlfriend, Christine Surma, who was 26 at the time of the assassination.On 25 March 1975, he went to the Royal Palace in Riyadh, where King Faisal was holding a majlis. He joined a Kuwaiti delegation and lined up to meet the king. The king recognized his nephew and bent his head forward, so that the younger Faisal could kiss the king’s head in a sign of respect. The prince took out a revolver from his robe and shot the King twice in the head. His third shot missed and he threw the gun away. King Faisal fell to the floor. Bodyguards with swords and submachine guns arrested the prince. The king was quickly rushed to a hospital but doctors failed to save him. Before dying, King Faisal ordered that the assassin not be executed.. Saudi television crews captured the entire assassination on camera. A sharia court found Faisal guilty of the king’s murder on 18 June, and his public execution occurred hours later. His brother Bandar was imprisoned for one year and later released. Following the execution, his head was displayed to the crowd for 15 minutes on a wooden spike, before being taken away with his body in an ambulance. Beirut newspapers offered three different explanations for the attack. An-Nahar reported that the attack may have been possible vengeance for the dethroning of King Saud, because Faisal was scheduled to marry Saud’s daughter — Princess Sita — in the same week.”

The First Saudi State

“After many military campaigns, Saud [the founder of First Saudi State] died in 1765, leaving the leadership to his son, Abdul-Aziz bin Muhammad [who married the daughter of Muhammad ibn Abd al-Wahhab, the founder of Wahabbism]. Saud’s forces went so far as to gain command of the Shi’a holy city of Karbala [in Mesopotamia] in 1801. Here they destroyed grave markers of saints and monuments. [Later they] sent out forces to bring the region of Hejaz under his rule… This was seen as a major challenge to the authority of the Ottoman Empire, which had exercised its rule over the holy cities since 1517. The task of weakening the grip of the House of Saud was given to the powerful viceroy of Egypt, Muhammad Ali Pasha, by the Ottomans This initiated the Ottoman–Saudi War, in which Muhammad Ali sent his troops to the Hejaz region by sea. His son, Ibrahim Pasha, then led Ottoman forces into the heart of Nejd [the interior of Arabia]… Finally, Ibrahim reached the Saudi capital at Diriyah [on the outskirts of Riyadh] and placed it under siege for several months until it surrendered in the winter of 1818. Ibrahim then shipped off many members of the clans of Al Saud and Muhammed Ibn Abd Al Wahhab to Egypt and the Ottoman capital, Constantinople. Before he left he ordered a systematic destruction of Diriyah, whose ruins have remained untouched ever since. Abdullah bin Saud was later executed in the Ottoman capital Constantinople with his severed head later thrown into the waters of the Bosphorus, marking the end of what was known as the First Saudi State.”

The Second Saudi State

“The first Saudi to attempt to regain power after the fall of the Emirate of Diriyah in 1818 was Mishari ibn Saud, a brother of the last ruler in Diriyah, Abdullah bin Saud. He was soon captured by the Egyptians and killed, however. In 1824, Turki bin Abdullah bin Muhammad, a grandson of the first Saudi imam Muhammad bin Saud, was able to expel Egyptian forces and their local allies from Riyadh and its environs. He is generally regarded as the founder of the second Saudi dynasty as well as being the ancestor of the kings of modern-day Saudi Arabia. He made his capital in Riyadh and was able to enlist the services of many relatives who has escaped captivity in Egypt, including his son Faisal ibn Turki Al Saud. Turki was then assassinated in 1834 by Mishari ibn Abdul-Rahman, a distant cousin. Mishari was soon besieged in Riyadh and later executed by Faisal, who went on to become the most prominent ruler of the Saudis’ second reign. Faisal, however, faced a re-invasion of Najd by the Egyptians four years later. Faisal was defeated and taken to Egypt as a prisoner for the second time in 1838. The Egyptians installed Khalid ibn Saud, last surviving brother of Muhammad bin Saud, who had spent many years in the Egyptian court, as ruler in Riyadh, and supported him with Egyptian troops. In 1840, however, external conflicts forced the Egyptians to withdraw all their presence in the Arabian Peninsula, leaving Khalid with little support. Seen by most locals as nothing more than an Egyptian governor, Khalid was toppled soon afterwards by Abdullah ibn Thuniyyan, of the collateral Al Thuniyyan branch. Faisal, however, had been released from prison that year and, aided by the Al Rashid rulers of Ha’il, was able to retake Riyadh and resume his rule… Upon Faisal’s death in 1865, Abdullah assumed rule in Riyadh but was soon challenged by his brother, Saud. The two brothers fought a long civil war, in which they traded rule in Riyadh several times. Muhammad ibn Abdallah ibn Rashid of Ha’il took the opportunity to intervene in the conflict and increase his own power. Gradually, Ibn Rashid extended his authority over most of Najd, including the Saudi capital, Riyadh. Ibn Rashid finally expelled the last Saudi leader, Abdul-Rahman bin Faisal, from Najd after the Battle of Mulayda in 1891, ending the Second Saudi State.”

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Africa, Europe, Middle East

Morocco the Outlier

As a result of the conflicts in Syria and Libya, Morocco has become the only state in the Middle East/North African region that is not or does not border a failed or semi-failed state.

Morocco’s next-door neighbour Algeria, in contrast, borders two or three such states, namely Libya, Mali, and Niger. Algeria might also be standing on politically shaky ground itself, as its economy is highly dependent upon exports of oil and gas and as its leader Abdelaziz Bouteflika, who has governed the country since 1999 (since the Algerian Civil War, which lasted from 1991-2002), has now reached 79 years old and has very serious health problems but no clear political successor.

Tunisia, meanwhile, in sandwiched narrowly between Libya, Algeria, and the depressed economy of southern Italy. Egypt borders Libya and Sudan and Gaza. Saudi Arabia borders Iraq and Yemen. Iran borders Iraq and Afghanistan. Turkey borders Iraq, Syria, and the economy of Greece. Sudan borders several troubled states and also remains troubled itself. Jordan borders Syria and Iraq. Lebanon borders Syria. Kuwait borders Iraq. Oman borders Yemen.

The West Bank Palestinian Territory, like Morocco, does not have failed-state neighbours: it is directly bordered only by Israel and Jordan. Still, Palestine cannot be said to be on this list with Morocco, since it is not independent and since it includes the more troubled Gaza Strip. Qatar, the United Arab Emirates, and Bahrain, meanwhile, are no longer truly majority-Arab economies, as non-Arab foreign workers now significantly outnumber their own citizen labour forces.

Morocco is an outlier also in terms of its economy (it is a significant net importer of fossil fuels, unlike most other Arab economies) and in its geographic location at the outer edge of Africa and Europe. Though Morocco has not been able to capitalize much on these traits in the past – the country’s per capita GDP is under $4000 –  there are reasons to think that it will begin to outshine most other nations in the coming years.

Here are 5 factors to keep an eye out for:

1.  Ties to the Americas

Morocco has closer connections to the Western Hemisphere than do most other countries in the Arab world, for a number of reasons. One is geography: Morocco is an Atlantic country, and most people in North and South America live within the Atlantic basin. Marrakesh is 5900 km from Manhattan, 6900 km from Miami, and 4900 km from the easternmost edge of Brazil. By comparison, Marrakesh is 5400 km from the Saudi capital Riyadh, 4900 from Baghdad, and 3700 km from Cairo.

Another is language: millions of Moroccans can speak French, Spanish, or  (increasingly) English, which along with Portuguese are the languages spoken most often in the Americas.

Another is history: Morocco was not a British colony, so it does not have the same resentment against the English-speaking world that many other countries do. Also, it was liberated by the US and Britain relatively early on in the Second World War (insert Casablanca reference here).

And another is politics: the US wants at least one stable, large, non-Wahabbist political ally in the Arab world, and as a result it is views Morocco favourably. In addition, the US and British navies continues to require passage through the narrow Strait of Gibraltar between Morocco and Spain in order to access the Mediterranean.

(Morocco and the US struck a Free Trade Agreement in 2006. Outside of Canada, Australia, South Korea, Israel, Jordan, Oman, and some countries in Latin America, Morocco is the only country to have such an agreement with the US)

As the economies of Europe, East Asia, and most of the developing world are simultaneously struggling at the moment, whereas the economy of the United States remains relatively vibrant, Morocco’s linkages to the US and other countries in the Americas could provide it with a significant advantage over its peers.

2. Oil and Food Imports 

Falling commodity prices in recent years have left most Middle Eastern countries panicking, depending as they do upon energy export to maintain their economies. Morocco too could be hurt by the falling price of energy, as it has benefited in the past from tourism, investment, and financial transfers coming from oil-rich states like Saudi Arabia. Still, Morocco is not a net commodity exporter itself. Quite the opposite, in fact: as a share of GDP Morocco is one of the world’s biggest net oil importers among countries with significant-sized populations, and it is also one of the bigger food importers.

Morocco does not even trade much with its energy-exporting neighbour Algeria, as the two have been rivals of one another because of Morocco’s ongoing control of Western Sahara. Morocco does trade, however, with Spain and with Portugal, both countries that could benefit significantly should cheap oil and gas prices persist.

(Source: The World Bank; Wall Street Journal)

3. Spain’s Economic Recovery

Spain and Portugal have been in a very deep economic recession since the “global financial crisis” hit. The southern regions of Spain, meanwhile, have been in a Depression in which as recently as 2015 they had formal unemployment rates of well over 30 percent, higher even than in Greece. This has not been good for Morocco at all, which sits just 14 km across the Straits of Gibraltar from southern Spain. The two Spanish “ex-claves” in Morocco, Cueta and Melilla (which have a combined population of 165,000), have similar unemployment rates.

Since the beginning of 2015, however, Spain is thought to have been the fastest growing significant economy in “Western Europe” apart from Sweden or Ireland, and Portugal has also been doing much better than in previous years.  Meanwhile the heart of the “Eurocrisis” seems to have moved to Italy, which could be very bad for neighbouring Tunisia and so make Morocco even more of an outlier in terms of being a stable economy within the Arab world.

(Source: Eurostat)

(Morocco exports slightly more to France than to Spain, however given that France’s GDP is more than twice as large as Spain’s, this indicates Morocco’s closer economic ties to Spain)

4. Modern Communications

Morocco is a semi-rural country. According to the World Bank, 40% of Morocco’s population live in rural areas, compared, for example, to 57% in Egypt, 33% in Tunisia, 30% in Algeria, 31% in Iraq, 27% in Iran and Turkey, and just 17% in Saudi Arabia. Morocco is also the most mountainous country in the Arab world outside of Yemen, making many of its inhabitants – in particular its rural inhabitants –  somewhat isolated from one another as well as from the outside world. Morocco’s population could benefit from Internet and mobile phone access helping it to overcome this isolation, then.

Morocco might also benefit from modern communications because of its unique linguistic abilities: its population speaks four different prominent languages, namely Arabic (which is spoken not only in Arab countries, but also by at least tens of thousands of people in almost every Muslim country), French, Spanish, and (increasingly) English. Morocco is in fact one of the few countries outside of Spain or the Western Hemisphere in which significant numbers of people are capable of speaking Spanish. Moreover, if Spain and Portugal benefit from being able to forge closer connections with Spanish and Portuguese speakers in the Americas as a result of the Internet, Morocco could benefit indirectly from their success.

The Internet could be particularly useful in helping Morocco to connect usefully with the rest of the Arab world, which until now Morocco has been somewhat cut off from as a result of its faraway location – it is a five hour flight from Morocco’s biggest city Casablanca to Cairo, and nearly an eight hour flight from Casablanca to Dubai – and as a result of its poor political relationship with its next-door neighbour Algeria. Given that most of the Arab world’s population and almost all of the Arab world’s economic activity occurs in the Middle East (including Egypt) rather than in North Africa (excluding Egypt), the distance-shrinking effects of the modern Internet could be of special assistance to Morocco.

(above: Population by country; below: The Moroccan diaspora)

5. Self-Driving Vehicles 

Morocco is located at the front door of Western Europe. It has to cross just one border to reach Spain, two borders to reach France, and three borders to reach Germany, Britain, or Italy. (By comparison, Turkey has to cross at least five borders to reach Germany or Italy by land, six to reach France, and seven to reach Britain or Spain). Still, Morocco cannot yet seamlessly access these countries.

It is, for example, 2350 km from Casablanca to Paris by land, a route which crosses the Strait of Gibraltar as well as a number of mountain ranges in Morocco, Spain, and southern France. This can make transport difficult, particularly by train. Trains cannot easily drive on and off of ships like trucks can, and they cannot handle steep inclines and sharp curves in mountainous areas as easily as trucks (particularly small trucks) can.

Indeed Morocco has only the 71st largest railway network in the world, according to the CIA World Factbook, smaller even than Tunisia’s. Spain has a much larger rail network, of course, just not once you account for Spain’s economic size. Moreover, few lines cross the Pyrenees Mountains on Spanish-French border, and Spain’s railways mostly use a different rail gauge as France’s, so the two systems to do not always link up quickly.

Smarter cars and trucks — and, eventually perhaps, self-driving cars and trucks — would be a boon for countries in the mountainous Mediterranean region, notably Morocco but also Algeria, Spain, Italy, southern France, Greece, Turkey, and the Balkans. They could make it safer and cheaper for cars and trucks to navigate difficult mountain roads. For Morocco, they could also make it easier to manage the long delay trucks typically face in crossing the Strait of Gibraltar, a body of water that is often too stormy to cross. If this happens, then the lack of national borders separating Morocco from large economies in Western Europe could become a significant economic advantage.

Over the longer-term, self-driving vehicles could also help Morocco to leverage its location as the sole land bridge between Western Europe and the huge region of Western Africa.

Economies in Western Africa often have a difficult time reaching European markets by sea. Either they are landlocked (approximately 70 million people live in landlocked countries in Western Africa, and many more are part of landlocked groups within non-landlocked countries, like the nearly 60 million Hausa or Fulani of Muslim-majority northern Nigeria), or they have to sail all the way around West Africa to reach Europe (most notably in countries like Nigeria — see map below — where most of the population of Western Africa lives), or they lack access to good natural harbours and ports (in the Nigerian megacity of Lagos, for example, “the [shipping] terminals are both practically in the city centre, so it can take an entire day for a lorry to get [through traffic] from the terminal to a warehouse“, according to the Economist), or their ships are subject to piracy.

(http://blog.crisisgroup.org/africa/nigeria/2015/12/04/nigerias-biafran-separatist-upsurge/)
The alternative to maritime shipping is to cross the Sahara Desert. That is, of course, far easier said than done: the routes across the Sahara are long, difficult, and dangerous. Still, they have a shot to become economical, given the challenges involved in the the sea route. Driverless trucks, which are both safer and cheaper than having a human driver risk crossing both the Sahara Desert and Morocco’s Atlas Mountains, could perhaps tilt the balance (in some cases, at least) between the land and sea routes. If this occured, it would reverse the process that began in the 1400s, when it first became easier to reach this region by ship than by caravan.

Finally, self-driving vehicles could perhaps make it easier for Morocco to access markets in Latin America. Most people in Latin America live in southern Brazil,  around Sao Paolo, and in neighbouring northern Argentina, around Buenos Aires. (The state of Sao Paolo alone accounts for an estimated 32% percent of Brazil’s GDP, without even taking into account neighbouring Rio de Janeiro). Yet this is a long sail from Morocco. It would instead be much quicker for ships to land somewhere around the eastern tip of Brazil and then drive overland to cities like Sao Paolo (see map below). Thus far it has been difficult to drive the more than 2000 km that this route is made up of, however, as it crosses long distances through Brazil’s eastern coastal mountains. Brazil’s traffic jams and road conditions are notoriously difficult to deal with; this route could certainly use a big boost from technology.

A similar thing would be useful for Morocco if for self-flying (or at least, “smarter”) aircraft were become common.

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East Asia, Europe, India, Middle East, North America, South America, South Asia

Political Dynasties and their Discontents

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Political dynasties have always been a big part of human civilization, and today is no exception.

In the United States, the rise of Donald Trump was at least partially a reaction to the dynastic, Clinton-vs-Bush election that only last year most Americans were expecting to get.

It was, after all, Jeb Bush’s candidacy that split the Republican establishment in two, preventing it from coalescing around a politician like Marco Rubio early on and thus leaving an opening for Trump to force his way into. Hillary Clinton’s high disapproval rating, similarly, could even leave the door open for Trump to become president, however unlikely and unappealing that may be.

Canada

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Former Canadian prime minister Jean Chrétien and Liberal Party leader Justin Trudeau wave at supporters at the University of Toronto, February 15, 2015 (William Pitcher)

North of the border, Canada has just elected Justin Trudeau as its Prime Minister, the son of Pierre Trudeau who was prime minister for fifteen years during the late 1960s, 1970s, and first half of the 1980s. One of Trudeau’s two opponents in the election had been NDP leader Thomas Mulcair, whose ancestors include the first and ninth Premiers of the province of Quebec.

Mexico

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Enrique Peña Nieto, presidential candidate for Mexico’s Institutional Revolutionary Party, waves to supporters in the city of Torreón, June 18, 2012 (Flickr)

South of the border, Mexican President Enrique Pena Nieto,who came to power in 2013, “is the nephew of two former governors of the State of México (the state in which Mexico City is located): on his mother’s side, Arturo Montiel, on his father’s, Alfredo del Mazo González“, according to Wikipedia.

East Asia

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Japanese Prime Minister Shinzo Abe (left) and General Secretary of the Communist Party of China Xi Jinping (right)

In China, the current General Secretary Xi Jinping, who is now thought to have amassed more personal power than any Chinese leader since Deng Xiaoping, is the first to come from the “princeling” class. He is the son of a prominent political figure, Xi Zhongxun, from the first generation of the Communist Party leadership. This distinguishes him from the other General Secretaries in the Communist era, including Mao Tse-Tung, whose parents were not prominent politicians and in some cases were actually quite poor.

Other top members of the current Chinese leadership are also “princelings”, most notably Yu Zhengsheng, who is the fourth-ranked politician on the 7-man Politburo Standing Committee (which is generally considered to be China’s top political body), and Wang Qishan, who is ranked sixth on the Politburo Standing Committee and may be one of the most powerful figures in China at the moment as he has been leading Xi Jinping’s anti-corruption campaign . Wang is a princeling by marriage only: his wife is the daughter of Yao Yilin, who was a former Politburo Standing Committee member in the Communist Party.

In Japan, Prime Minister Shinzo Abe is arguably the most powerful politician the country has seen in at least a generation as well. He too comes from a political dynasty. According to Wikipedia, “his grandfather, Kan Abe, and father, Shintaro Abe, were both politicians… Abe’s mother, Yoko Kishi,[3] is the daughter of Nobusuke Kishi, prime minister of Japan from 1957 to 1960. Kishi had been a member of the Tōjō Cabinet during the Second World War”.

Meanwhile the President of South Korea, Park Geun-hye, is the daughter of South Korea’s third president, Park Chung-hee. (And in North Korea, of course, the Kim family’s rule is now into its third generation). In Singapore, the prime minister since 2004 has been Lee Hsien Loong, the son of Singapore’s modern founding father Lee Kuan Yew who served from 1959 all the way to 1990.

India

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Hillary Clinton, then America’s secretary of state, poses for a picture with Indian Congress Party leaders Sonia and Rahul Gandhi in New Delhi, July 19, 2009 (State Department)

In India, Prime Minister Narendra Modi and his often fanatically right-wing Hindu nationalist BJP party became in 2014 the first party in over three decades to win a majority government in a national election. Modi is not from a political dynasty himself, rather he is the reaction to the modern world’s most prominent political family of all: the Nehru-Gandhi dynasty.

The Guardian wrote in 2007 that “the Nehru-Gandhi brand has no peer in the world — a member of the family has been in charge of India for 40 of the 60 years since independence.” The dynasty (which by the way is not related to the Gandhi) began with Jawaharlal Nehru, India’s first post-British prime minister from 1947-1964. Nehru was himself the son and nephew of significant political figures in pre-independence India. Nehru’s dynasty then continued with his only daughter Indira Gandhi (née Nehru), who was India’s prime minister from 1966-1977 and from 1980-1984, but was assassinated in 1984 by two of her own Sikh bodyguards in the wake of Operation Blue Star.

The dynasty was then followed by Indira’s sons Rajiv Gandhi, who was prime minister from 1984-1989 before being assassinated by the Tamil Tigers in 1991, and Sanjay Gandhi, who was expected to become prime minister but was instead killed in a plane crash. Rajiv’s wife Sonia Gandhi, meanwhile, is the leader of India’s powerful Congress Party and the mother of Rahul Gandhi, who lost to Modi’s BJP in 2014 but still finished with more parliamentary seats and far more votes than any other candidate in the election. Sonia likely would have run for prime minister herself, but cannot because she was born in Italy.

(Sanjay’s wife Maneka Gandhi, on the other hand, has jumped ship from the historically Gandhi-dominated Congress Party and joined the BJP instead; she is currently a cabinet minister in the BJP-led government. Maneka’s son Varun has also gone over to the BJP, serving as the youngest National Secretary in the history of the party and a member of the country’s parliament. However, Maneka and Varun both remain less prominent than the Congress side of the family, which is led by Maneka’s sister-in-law Sonia and Varun’s first cousin Rahul).

Arguably, frustration with the Gandhis directly paved the way for Modi, a man who was not even allowed to enter the United States prior to becoming president because he was allegedly involved in “severe violations of religious freedom” while serving as governor of the important Indian state of Gujarat.

Philippines

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President-elect Rodrigo Duterte of the Philippines speaks with his predecessor, Benigno Aquino III, in Davao City, March 6, 2013 (Malacañang Photo Bureau/Ryan Lim)

You may have also heard about the election of the Philippines ridiculous new president Rodrigo Duterte last week. Rodrigo’s father Vicente was a provincial governor of Davao province and a mayor of Cebu, one of the largest cities in the country. Rodrigo’s cousin was also a mayor of Cebu, in the 1980s.

The Duterte’s are hardly alone in their political dynasticism: according to Public Radio International, “in the Philippines, elections in 2016 will be dominated by dynasties. About two-thirds of the outgoing Congress are heirs of political families. The outgoing president is the son of Corazon Aquino, who led the uprising against the dictator Ferdinand Marcos after Marcos had her husband whacked for being a prominent political opponent. But the Marcos clan is back in the picture, with Ferdinand’s wife, son, daughter and nephew all running for different offices. Also running is the grandson of another president.”

Thailand

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Thai prime minister Yingluck Shinawatra addresses the United Nations Human Rights Council in Geneva, Switzerland, September 9, 2013 (UN/Jean-Marc Ferré)

In Thailand too there has been a political reaction against a political family, that of Thaksin Shinawatra (who was prime minister from 2001 to 2006 before being exiled by a military coup) and his younger sister Yingluck Shinawatra (who was prime minister from 2011 to 2014 before being removed by decree of the Constitutional Court during the Thai political crisis in 2013-2014). According to Wikipedia, the father of Thaksin and Yingluck “was a member of parliament for Chiang Mai. [The Shinawatras are] a descendant of a former monarch of Chiang Mai through her grandmother, Princess Chanthip na Chiangmai (Great-great-granddaughter of King Thammalangka of Chiang Mai).”

Europe

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Prime Ministers Matteo Renzi of Italy and Mariano Rajoy of Spain speak during a European Council meeting in Brussels, June 25, 2015 (La Moncloa)

Europe, at least in contrast to Asia, does not have many political dynasties at the moment. This is, perhaps, in part because European political history was reset to a certain degree following the fall of the Soviet Union. Europe’s leading politicians, including Merkel, Putin, and Erdogan, do not come from political dynasties. Neither does Britain’s Prime Minister David Cameron (though his ancestors were extremely wealthy) or France’s President Francois Hollande. Italian Prime Minister Mattio Renzi’s was a municipal councillor, admittedly, but that does not really count. (Angela Merkel’s grandfather was, similarly, a local politician in Danzig). Spanish PM Mariano Rajoy’s family was fairly prominent, on the other hand.

That said, Europe is far from dynasty-free. According to the Economist, “in Europe family power is one reason why politics seems like a closed shop. Fifty-seven of the 650 members of the recently dissolved British Parliament are related to current or former MPs. François Hollande, France’s president, has four children with Ségolène Royal, who ran for the presidency in 2007. Three generations of Le Pens are squabbling over their insurgent party, the Front National (see article). Belgium’s prime minister is the son of a former foreign minister and European commissioner. The names Papandreou and Karamanlis still count for something in Greece.”

Syria and Egypt 

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Syrian dictator Hafez al-Assad and his family in the 1990s (Wikimedia Commons)

The Arab world remains full of political dynasties and reactions against dynasties, in contrast. In Syria both of these factors can be seen at the same time, as the civil war threatens to unseat Bashar al Assad, son of thirty-year ruler Hafez al Assad. (Bashar’s brother Bassel was initially supposed to take over from his father, but died in a car accident in 1994). In Egypt, meanwhile,the military government of Abdel Fattah el-Sisi is in some ways a response to the presumed attempt by an elderly Hosni Mubarak (diagnosed with stomach cancer in the same year he was deposed) to pass on power to his son Gamal, who had not served in the Egyptian military as Hosni Mubarak and previous rulers Anwar Sadat and Gamal Abdul Nasser had done.

Saudi Arabia 

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Prince Muhammad bin Nayef speaks with King Salman bin Abdulaziz Al Saud of Saudi Arabia in Riyadh while Ambassador Adel al-Jubeir looks on, January 27, 2015 (White House/Pete Souza)

In Saudi Arabia, which is by far the largest Arab economy, a half-shift from one Saudi political dynasty to another may just be getting under way. Thus far in the history of the modern Saudi state (beginning around 1930), the country has been ruled either by founder Abdulaziz ibn Saud or else by one of his 45 or so sons, six of whom have become king, most recently King Salman who took the throne in January of 2015.

Last year, however, Salman removed his half-brother Muqrin (another son of Abdulaziz) from the office of Crown Prince, replacing Muqrin with their nephew Mohammad bin Nayef,  who would become the first king in the next generation of Saudi royals if ever takes over. He might never take over, though: many people now believe that is Salman’s own son Mohammad bin Salman, who is the Deputy Crown Prince and Defence Minister, who is the likeliest to become the next king when Salman (who is 80 years old) steps down or passes away, even though Deputy Crown Prince is formally a lower-ranking position than Crown Prince – and even though Mohammad bin Salman is only 30 years old, which would be an extremely young age for a modern Saudi king.

If Mohammad bin Salman does become king over another prince like Mohammad bin Nayef, Saudi Arabia could in effect be moving from a dynasty of Abdulaziz to a dynasty of Salman. There are now fears that the political situation in the country could become quite messy if the other branches of the huge Saudi royal family try to avoid becoming sidelined from power as a result.

Iran

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Iranian president Hassan Rouhani speaks as parliament speaker Ali Larijani, Chief Justice Sadeq Larijani and the chief of the supreme leader’s office, Mohammad Golpayegani, attend a ceremony in Tehran, October 3, 2015 (Reuters)

Across the Gulf, in Iran, dynasties are not too big a factor within the current religious government. Recently the grandson of Ayatollah Khomeini even was blocked from participating in elections. One big exception to this, however, is the powerful Larijani family, made up of five brothers in key positions in the government. It includes Ali Larijani, who is the Speaker of the parliament and a former member of Iran’s Revolutionary Guards, and Sadeq Larijania, Iran’s Chief Justice.

Israel

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Labor party leader Isaac Herzog (left) and Yesh Atid party leader Yair Lapid (right)

A number of leaders in Israel hail from political families as well. Benjamin “Bibi” Netanyahu, who has now spent more time as prime minister (from 1996-1999 and now again since 2009) than any politician in Israel’s history apart from Israel’s founding  prime minister David Ben Gurion (who Netanyahu will soon overtake), is the son of Benzion Netanyahu. Benzion was a professor of history at Cornell University, an influential Zionist activist and magazine editor, and personal secretary to one of Israel’s most prominent founding fathers, Ze’ev Jabotinsky.

Bibi is also the younger brother of Yonatan Netanyahu, who was the unit commander of and only person to be killed during the famous Operation Entebbe raid in 1976, when 100 or so Israeli commandos rescued 102 hostages of a Palestinian airplane hijacking (compared to 3 hostages killed) from where they were being held in Idi Amin-era Uganda more than 3000 km south of Israel, and returned them safely to their homes in Israel and France.

Israel’s Labour Party leader Isaac “Bougie” Herzog, meanwhile, who won more than twice as many votes as any other Jewish party apart from Netanyahu’s Likud Party in the most recent elections of 2015, is, according to Wikipedia, “the son of General Chaim Herzog, who was the Sixth President of Israel from 1983 to 1993, and the grandson of Rabbi Yitzhak HaLevi Herzog, was the first Chief Rabbi of Ireland from 1922 to 1935 and Ashkenazi Chief Rabbi of Israel from 1936 to 1959″.

The next largest Jewish political party after Labour and Likud is the Yesh Atid Party, led by Yair Lapid. Lapid is a former news anchor who is the son of Yosef “Tommy” Lapid, a former government minister, parliamentary leader of the opposition as recently as 2005, and radio and television personality.

Brazil 

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Brazilian Social Democracy Party leader Aécio Neves answers questions from reporters, May 28, 2015 (Agência Senado/Pedro França)

Leaving the Middle East, Brazils’ Aecio Neves, who in late 2014 very narrowly lost a presidential election to Dilma Rousseff (who may now be on the verge of being impeached herself), is the grandson of Tancredo Neves, who would have been President of Brazil in 1985 if he had not passed away before taking office. Roussef and her influential predecessor Lula da Silva are not from prominent political families, however.

Peru

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Peruvian presidential candidate Keiko Fujimori campaigns for the 2011 election, December 7, 2010 (Flickr/Keiko Fujimori)

In Peru, the country is in the midst of a presidential election, which is a two-round system that began in April and will end on June 5.  Its leading candidate is former First Lady Keiko Fujimori, a daughter of former Peruvian President Alberto Fujimori. Alberto exiled himself to Japan following corruption and human rights violation scandals at the end of his ten yeas in power in 2000, but was later arrested in Chile in 2005 and is now serving a prison sentence back in Peru.

Argentina

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President Cristina Fernández de Kirchner of Argentina speaks in José Amalfitani Stadium, Buenos Aires, April 27, 2012 (Presidency of Argentina)

Argentina, finally, has just recently ended sixteen consecutive years of being presided over by a Kirchner, first by Nestor Kirchner from 2003 to 2007 and then by Cristina Fernandez de Kirchner from 2007 until the end of 2015. The Kirchners were Peronists, a political movement of sorts that has dominated modern Argentine politics, which is named for another power couple, Juan Peron (president from 1946 – 1955) and his second wife Eva Peron, who was a significant political figure in her own right and nearly became Vice President. (Juan’s third wife Isabel Martinez de Peron, meanwhile, was President of Argentina from 1974 to 1976). The incoming Argentine president Mauricio Macri, who is replacing the Kirchners, does not come from a political dynasty, however. His father was just a humble business tycoon.

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