China's Energy Security: Challenges and Priorities

In a companion paper to the essays comparing China's and India's economic rise (Prime, 2009) as well as India's energy security (Dadwal, 2009), two specialists on China's energy industries review the country's challenges posed by the need to dramatically increase energy use in order to support economic growth while coping with pressures to reduce environmental impacts from emissions of greenhouse gases. After reviewing the current mix of fuels in the economy and discussing each major energy resource (in terms of proven reserves, production, consumption, and foreign import requirements), the authors focus on measures undertaken by the Chinese government and corporations to improve access to vital supplies. The paper covers efforts to enhance the country's energy security, which include diversifying sources of oil supply, purchasing oil and gas concessions and financing of energy infrastructure development in African and Central Asian countries, instituting reforms to encourage more efficient energy use, and developing alternative energy sources. Journal of Economic Literature, Classification Numbers: O130, P280, Q400. 7 figures, 2 tables, 82 references.     

A Geospatial Analysis of China's Exports, 1991-2008

Three Taiwan-based economists employ a range of exploratory spatial data analysis tools (e.g., Moran's I and LISA statistics) to investigate trends in the growth of China's exports over the period 1991-2008. A particular focus is on the detection of spatial correlations between China and 40 export destination countries in major world regions. Emphasis in the paper on the key years of 1991, 2001, 2006, and 2008 has enabled the authors to analyze the impacts on China's trade of such major events as the country's accession to the World Trade Organization and the global economic crisis of 2008-2009. The results of the spatial analysis reveal the continuing importance of the U.S. and Asian countries in China's export trade (despite changes in the character of trade relations) and identify the spatial outliers (e.g., in Latin America) that may serve as the basis for new export markets for China in the future.     

China's "Dash for Gas": Challenges and Potential Impacts on Global Markets

Two UK-based researchers examine the significant recent growth in China's demand for natural gas, a fuel not long ago considered of marginal importance but now viewed as critical for the country's future economic growth. Based on a range of databases as well as industry and media reports, the authors demonstrate how rapid demand growth since 2005 has transformed China from a minor, self-sufficient gas producer to a major buyer on international gas markets. They also analyze projections for future demand growth (25 years), showing China's demand for gas will grow faster that anywhere else in the world, and explore the potential for development of China's substantial domestic gas reserves to mitigate import demand over the short to medium term. The study concludes with an assessment of China's potential impact on global gas markets over short, intermediate, and long time horizons.     

The Service Sector in the Chinese Economy: A Geographic Appraisal

A U.S.-based economic geographer and observer of China's economy examines the rapid expansion of the country's largely overlooked service sector, at both the national and regional levels. A particular focus of the author's research is on identifying regional variations in the development of services within the country and exploring some of the more important contributing factors. Based on the findings, the paper also discusses structural shifts that occurred in China's regional economies, disclosing inter alia that inequality in the contribution of services to GDP did not follow the same trajectory as that of employment in services. Journal of Economic Literature, Classification Numbers: L800, O180, P230. 6 figures, 4 tables, 82 references.     

China's Energy Future: A Framing Comment

A noted Hong Kong-based specialist on China's energy industries presents a comment on three papers comprising a symposium on that country's rapidly expanding oil, natural gas, and nuclear power sectors. He frames his observations around five overarching themes that have shaped China's energy sector development over recent decades and will continue to do so in the future. These include observations to the effect that: (a) China's energy policy seeks broadly similar objectives to those of other countries; (b) the country's energy resource endowment is not particularly rich when viewed in relation to the size of its population; (c) its energy mix continues to be dominated by coal, with important implications for the environment and domestic freight transportation; (d) the country's economy is confronting a pronounced spatial mismatch between the location of energy resources and the markets where they are consumed; and (e) strategies for energy developments in China are closely tied to overriding political and economic concerns at any given point in time.     

A China Paradox: Migrant Labor Shortage amidst Rural Labor Supply Abundance

A U.S. geographer and noted authority on China's urbanization seeks to explain the apparent paradox between reported recent shortages of migrant labor in cities in eastern China's export-oriented manufacturing belt and the abundant supply of labor in China's rural areas. He examines important socioeconomic contexts often overlooked in the debate over whether China has reached the Lewis turning point (when dual rural-urban labor markets begin to merge and a labor surplus economy is transformed into a full-employment economy), which make possible the existence of such shortages over the short term and in local areas. These include the special characteristics of China's export industrialization (e.g., preference for workers in the age category 16-30); its immense migrant labor force, constrained under the hukou system; the short-term impacts of China's economic stimulus program launched in early 2009 in the wake of the global economic crisis; and cycles in the global economy that support or impede export production.     

China's New Leaders: Perspectives on Geographic Trends and Realities

A senior American specialist on the geography of China examines several aspects of China's society, economy, regional organization, and geopolitical position in light of the change in the country's leadership at the 18th National Congress of the Chinese Communist Party in November 2012. After a brief comparison of the incoming and retiring leadership groups in terms of backgrounds and past policy pronouncements (as well as discussing the challenge posed by corruption), the author proceeds to discuss a series of key social and regional development policies that may be subject to some degree of change under the new leadership, including hukou and the one-child policy. He then focuses on the 12th Five-Year Plan, which provides a broad outline of the new leadership's goals, and particularly its emphasis on balanced regional development (a commitment to further develop the interior of the country as well as to revitalize the old heavy industrial region, the Northeast). The author then turns to China's growing military (and particularly naval) power in connection with its increasing assertion of territorial claims in the South and East China Seas as well as ability to project naval power across the Taiwan Strait and beyond into the Pacific and Indian Ocean theaters.     

The Global Economic Crisis and China's Foreign Trade

Two noted academic specialists on China's economic geography are joined by a research assistant to examine the impact of the current global economic crisis and recession on China's trade with the rest of the world. Relying on statistics collected by the country's customs administration through the first half of 2009, the authors identify and analyze trends in China's imports and exports (detailing countries of origin and destination) as well as balance of trade. They also develop and present an input-output model in order to gain a more precise understanding of the country's trade dependence (both before and during the crisis) than afforded by analyses based on conventional statistics, and explore some of the implications of the decline in trade on levels of domestic unemployment.     

The Chinese Hukou System at 50

A noted American authority on urbanization in China presents a retrospective analysis of China's hukou (household registration) system on the occasion of the 50^th anniversary of its promulgation, reviewing the history of that system from a broad socio-political perspective. More specifically, the paper focuses on revealing trends in the development of the system over time and identifying many of its important ramifications for modern Chinese society, as well as on the impact of hukou on the country's industrialization, urbanization, and social and spatial stratification. The author argues that the hukou system now presents a major obstacle to China's quest to become a modern, first-world nation and global leader. Journal of Economic Literature, Classification Numbers: O180, O530, P200, R120. 2 figures, 3 tables, 111 references.     

Current Literature

A noted specialist on China's urban and economic geography investigates the processes underlying the massive and occasionally wasteful practice of land development that has accompanied China's rapid economic advance. By critically juxtaposing elements of conventional neoliberal economic theory (e.g., the so-called "tragedy of the commons") with the actual exercise of land property rights and the practice of land development in transitional China, he argues that, contrary to Western experience, land property rights have evolved from the bottom up and thus functioned not as a bundle of standardized and uniform legal prerogatives but rather as a diverse set of local practices adaptable to regional conditions. The author illustrates these processes though a thorough review of Chinese laws and regulations as well as a case study of land development in a province (Guangdong) in which land development has been allowed to proceed more rapidly under a special economic regime and exposure to global forces. Journal of Economic Literature, Classification Numbers: P260, Q150, R140, R520. 2 figures, 1 table, 95 references.     

China's Exports and Imports of Agricultural Products under the WTO

An American economic geographer specializing in the agricultural sector of China's economy presents a study of that country's trade in agricultural products. The paper is focused on patterns of change in the regional distribution of agricultural and aquacultural exports and imports before and after China's accession to the World Trade Organization in 2001. Drawing on research during the course of a field trip in July 2008 and utilizing data compiled by China's Customs Bureau, the author provides a comprehensive assessment of the country's trade with 10 major world regions through the year 2007. Journal of Economic Literature, Classification Numbers: F14, F40, O13, Q17. 1 figure, 4 tables, 32 references.     

China and Geography in the 21st Century: A Cultural (Geographical) Revolution?

A noted Singapore-based cultural geographer and specialist on Asia reviews the recent emergence of cultural geographic research on and within China and the implications of China's rise for the study of 21st century cultural geography more broadly. She identifies six major issues modern China is confronting that, when addressed from a cultural geographical perspective, may both enhance an understanding of the country and reshape the practice of cultural geography as a subdiscipline: agricultural reform, economic reform, urban change, rural-urban migration and related social inequalities, the changing family structure, and environmental change. The author argues that if China's cultural geography is to help the subdiscipline at large develop a more international and inclusive approach, it must be driven by questions of significance in China, yield constructive answers of relevance to China, and at the same time derive theoretical ideas that diversify the collective geographical imagination.     

Development of Local Financial Systems in Mainland China

Two Beijing-based economic geographers present a comprehensive study of local financial systems in China. The paper analyzes the most recently available (2006) regional data on exogenous (state-owned, foreign-owned, and joint shareholder-owned) and endogenous (city commercial banks and rural credit cooperatives) banks, highlighting the differences between the country's coastal and the lagging rural provinces located in China's central and western macroregions. A key component of the analysis is the geographic distribution of bank branches and assets. Special attention is devoted to Shanghai, the country's traditional financial center, which has attracted the bulk of foreign-owned banks and financial service providers seeking entry into the vast Chinese market. Journal of Economic Literature, Classification Numbers: G21, G28, O18, P34. 9 figures, 3 tables, 54 references.     

China's Response to Pandemics: From Inaction to Overreaction

Two U.S. specialists (on the governance and foreign policy aspects of China's public health issues as well as its human and medical geography) examine how two different sets of policies implemented by the government of China have affected both the geography and political ecology of pandemic disease outbreaks (HIV/AIDS, SARS, and H1N1) over the past two decades. More specifically, they argue that: (1) broad development and reform policies largely responsible for China's rapid modernization/urbanization and increasingly successful perfomance in the global economic arena have generated unexpected side-effects in terms of the location, incidence, and spread of pandemics as well as the state's capacity to mount an adequate health care response; and (2) politically motivated public health policies implemented in response to the spread of specific pandemics in China have had unanticipated impacts on the progression of disease outbreaks and their outcomes. Journal of Economic Literature, Classification Numbers: H510, H750, I180. 3 figures, 2 tables, 76 references.     

Store Wars: Changing Retail Ownership in Beijing

Two U.S.-based economic geographers analyze recent changes in retailing activity in Beijing, focusing on changes in store ownership. More specifically, they investigate declines in state ownership in the retail sector since the early 1980s in conjunction with the rapid growth of the domestic private sector and foreign ownership. The paper outlines a new geography of successful (and not-so-successful) retailers that has emerged due to rationalization of the industry, marketization, globalization, as well as government policies at a variety of levels. Changes in store ownership provide insights into the complexity of China's transition, the evolving relations between state and capital, and the role of the local state in the country's economic reforms. Journal of Economic Literature, Classification Numbers: D23, L20, L81, O18. 2 figures, 3 tables, 1 appendix, 114 references.     

From China's Urban Social Space to Social and Environmental Justice

A senior American specialist on China and noted geographer argues that the preoccupation of China geographers' with empirical analyses of that country's dramatic economic, social, and urban transformation over the last two decades—usually explained in terms of the now familiar quadruple forces of globalization, marketization, deregulation, and decentralization—should be broadened to reflect a concern for the problems of disadvantaged groups impacted negatively in dynamic urban and environmental settings. The methodology of reflexive activism is proposed as affording a framework for a more relevant geography focused on the study of China, with the potential to bring about positive and constructive change on behalf of China's disadvantaged population and its natural environment, and (as a possible side benefit) generate local epistemologies enriching the study of geography more broadly. Journal of Economic Literature, Classification Numbers: P30. 68 references.     

Central Asian and Russian perspectives on China's strategic emergence

This article employs fieldwork research and literature analysis to examine contemporary perceptions of China's emergence in popular and elite opinion in Russia and the Central Asian states, particularly Kazakhstan. It initially establishes a framework for understanding China's emergence, emphasizing a trilateral dynamic between the hegemonic position of the US in Asia, the evolution of the strategic choices of China's neighbours and the development of strategic regionalism as a mechanism for managing regional spaces. Choosing to take the Commonwealth of Independent States as a particular case of this framework, it argues that the interaction between Russia, China and the US remains highly fluid, particularly under the conditions ‘of re‐setting’ the US‐Russian relationship. This means that regional contexts are highly significant; and it establishes Central Asia as an important new strategic region for working out relations between Russia, China, and the US through their interactions with regional states. The second part of the article examines Russian and Central Asian responses to China's emergence. It looks at three categories of motivation in China's regionalism: its system for accumulative growth; its problems with weak constitutionality and transnational security in its western regions; and its concern with US/NATO encroachment on its western frontier and the US attempt to turn Central Asian elites away from their traditional alignments. The third part looks at China's promotion of the Shanghai Cooperation Organisation (SCO) as its mechanism for strategic regionalism in Central Asia. The article questions the SCO's significance in terms of its capacity for governance and functionalism, and points to the problem of institutional competition, notably with Moscow's preferred structure of the Collective Security Treaty Organization. The article concludes that China will be an unconventional superpower that presents different facets of itself in different regional contexts. There will not be a single model of China's emergence and it will continue to develop its international role through a mix of adaptation and experimentation. However, China's strategy will pose a problem for Russia and Central Asia since it seeks to create a strategic space that does not challenge the West, but exists substantially outside the West. Russia, in particular, has to decide whether it will be able to maintain its current stance of independence between Europe and Asia as China's rise shifts the frontiers between East and West.     

China's Dynamic Industrial Sector: The Internet Industry

A Singapore-based economic geographer explores and analyzes the spatially uneven evolution of the Internet industry in China, arguing that the country's immense regional disparity in the provision of Internet services is best explained by the interplay of place- and path-dependence. The author demonstrates how the highly uneven regional endowments in relevant industrial and entrepreneurial resources have led to the substantial and persistent regional imbalance within China's emerging "new economy." His initial survey of the country's 100 leading Internet content providers (firms), identified from a listing of ca. 11,700 commercial websites, is selectively augmented to reflect an increase of over 70 million Internet users in 2007, reaching a total of 253 million in June 2008, and thus overtaking the United States as the world's largest Internet market. Journal of Economic Literature, Classification Numbers: L10, L86, O30. 6 figures, 1 table, 53 references.     

Vietnam: Two Decades of Urban Development

Doi moi, adopted as a policy of economic reform in Vietnam in 1986, has ushered in fundamental and sweeping economic and social changes spearheaded by its cities. The paper, by a senior Hong Kong-based geographer, reviews the country's progress over a twodecade period ending in 2006. Discussion of the first decade focuses on deterioration of urban infrastructure and its causes (as well as the onset of reconstruction) based largely on field interviews, reconnaissance, and review of official documents and reports. Coverage of the second decade's more rapid change highlights legal reforms, privatization, foreign direct investment, as well as regional development. The favorable prognosis for urban Vietnam is examined in the context of the country's accession to the WTO and its hosting of the APEC Summit in late 2006. Journal of Economic Literature, Classification Numbers: O10, O18, O30, P20. 4 figures, 1 table, 26 references.     

Economic Transformation in Russia and China: Two Comments on A Comparison

Two prominent Western observers of the economic transition and development in Russia and China evaluate and supplement the preceding paper (Malle, 2008), which compares the two economies by tracing their evolution from central planning to market-oriented systems. While in general supporting and agreeing with the premise of the comparative analysis presented in that paper, albeit pointing out some instances of disagreement, the authors add observations on the preconditions and structural differences between the countries, on the political context and framework of the transitions, as well as benchmarks for measuring China's success, and reasoned observations on the latter country's policies and sustainable growth.