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Showing posts from October 2, 2013

China's Ambitions in Xinjiang and Central Asia: Part 2


For centuries, geography and an abundance of domestic resources limited China's need to seek material inputs and project power far beyond its borders. Over the past two decades, however, this dynamic began to break down as China's demand for energy and raw materials outstripped its existing production capacity. As a result, Chinese manufacturers, real estate developers and other businesses found themselves sourcing an increasing share of their energy supplies from overseas, dramatically expanding the Chinese economy's exposure to political and economic forces far beyond the government's control. China has never been more vulnerable -- economically, socially and politically -- to supply disruptions overseas.

At the same time, China's supply-demand imbalance has compelled radical changes in the geography and logistics of domestic Chinese resource industries. Most notable has been the rapid migration of energy and raw materials production bases from China'…

Fourth Quarter Forecast 2013

At the beginning of the year, we outlined how U.S. foreign policy increasingly would be defined by its restraint as the United States attempts to reorient its priorities away from the Middle East. At the same time, we noted that the Syrian chemical weapons issue would be the wild card that would challenge this policy of restraint and compel the United States to cobble together a coalition in haste. That forecast materialized in the third quarter, with the United States trying -- and failing -- to build a coalition for an intervention that it was not particularly enthused about. Both Iran and Russia were quick to seize on the opportunity, and out of the diplomatic fog emerged two aggressive negotiating tracks that will feature prominently in the final months of 2013.

Related Links

Stratfor's Annual Forecast 2013

Stratfor's Second Quarter Forecast 2013

Stratfor's Third Quarter Forecast 2013

While both Iran and the United States are serious about pursuing a dialogue, the transitio…