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January 4, 2024

ICAS Bulletin (online ISSN 2836-3418, print ISSN 2836-340X) is published every other week throughout the year at 1919 M St NW, Suite 310, Washington, DC 20036.
The online version of ICAS Bulletin can be found at chinaus-icas.org/bulletins/.

- What's Going On? -

Military Dialogue and Official Communication Resumed…Bumps Too

US President Joe Biden greets Chinese President Xi Jinping before a meeting during the Asia-Pacific Economic Cooperation (APEC) Leaders' week in Woodside, California on November 15, 2023. (Photo by Brendan SMIALOWSKI / AFP via Getty Images)

– On January 1, to mark the 45th anniversary of the founding of official U.S.-China diplomatic ties, Chinese President Xi Jinping and U.S. President Joe Biden exchanged letters in which both parties emphasized a mutual commitment to encourage peaceful coexistence.
– As defense leaders in the U.S. and China continue to work towards planning the bilateral engagements agreed upon by their presidents in November 2023, China named former Navy chief Dong Jun as its new defense minister.
– On December 28, a week after U.S. and Chinese officials resumed high-level talks, China’s defense ministry spokesperson criticized the U.S.’ “Cold War mindset” and its “selfish” increase in deployments to the Asia-Pacific.
– The U.S. and China have celebrated progress in climate diplomacy through the joint works of U.S. Climate Envoy John Kerry and his Chinese counterpart Xie Zhenhua, but Xie will soon be leaving his position and Kerry may also.
– On December 21, Joint Chiefs of Staff chairman General CQ Brown spoke with his Chinese counterpart General Liu Zhenli in a videoconference, marking the first bilateral senior military communication since August 2022.

Sanctions and Suspicions Persist Through the End of 2023

A collection of multi-colored semiconductor chips. (Source: Getty Images, Royalty-Free)

– On December 26, Beijing’s Foreign Ministry spokesperson Mao Ning announced the banning of U.S. research company Kharon and two of its analysts from entering China over reports on minority rights abuses.
– U.S. officials are reportedly becoming increasingly concerned about the theft of artificial intelligence (AI) secrets from the U.S. as Beijing has publicly prioritized AI as a vital technology to reach breakthroughs by 2025.
– The New York-based nonprofit EcoHealth Alliance, who were involved in coronavirus research in China, is being investigated as to whether they double-billed Washington.
– On December 21, the U.S. Department of Commerce announced a survey launch, set for January, of the U.S. semiconductor supply chain and national defense industrial base to “reduce national security risks posed by” China and identify the sourcing of “legacy chips.”
– Moore Threads Intelligent Technology, a US-sanctioned Chinese graphics processing unit company, has released a new graphics card that is being called China’s first GPU-based computing hub for AI training.

Eyes Are on the Future of Electric Vehicles At the Turn of the New Year

Electric vehicles charging at a station. (Source: Getty Images, Royalty-Free)

– Chinese battery maker Gotion High Tech has successfully produced its first battery packs from its new facility in Fremont, California, marking the official start of its “Made in USA” initiative.
– For the first time, China’s BYD outsold its U.S. rival Tesla in battery-only cars in the last quarter of 2023.
– Chinese smartphone company Xiaomi announced plans to enter the EV market by unveiling its ‘Xiaomi SU7’ model car set to hit China’s market in a “few months.”
– On December 22, Tesla successfully purchased a piece of land in Shanghai’s Lingang free-trade zone to construct a ‘Megafactory’ where it plans to produce 10,000 of its Megapack large-scale batteries annually.
– Biden administration officials are reportedly debating whether to raise tariffs on Chinese EVs, amidst other goods. Chinese EVs are already subject to a 25% tariff.

- What Are We Reading? -

- What's Happening Around Town? -

Past Events

Upcoming Events

January 5 hosted by Center for Strategic & International Studies

January 9 hosted by The Carter Center

January 16 hosted by Center for Strategic & International Studies

January 17 hosted by Georgetown University

January 18 hosted by Center for Strategic & International Studies

January 18 hosted by U.S.-China Business Council

January 23 hosted by Stimson Center

January 23 hosted by Hudson Institute

January 25 hosted by Asia Society

- What ICAS Is Up To -

Book Release

US-China Global Maritime Relations (Routledge, 2024)
By Nong Hong
Release Date: January 1, 2024

This book explores the U.S.-China global maritime relationship, examining the development and implementation of the maritime strategies of both the United States and China.

Delving into the U.S.-China maritime relationship within the global context, the book investigates six key maritime regions: the South China Sea, the Northeast Asia waters (the East China Sea, the Yellow Sea), the Indian Ocean, the South Pacific Ocean, as well as the Arctic and Antarctic regions. Its observations form a comprehensive exploration of these regions and their significance in shaping the dynamics between the two nations, and this analysis reveals that an expanded view is necessary to discover and clearly display the role that these maritime regions currently—and could potentially—play in overarching U.S.-China relations.

Examining both the ongoing conflicts and opportunities for cooperation in the global maritime domain between the United States and China, this book will be a valuable resource to students and scholars of international relations, Chinese and U.S. politics, strategic studies, and maritime studies.

BCCC Quarterly Q4 Release

Stay Tuned for the Blue Carbon & Climate Change 2023 Q4 Release!

This week, the ICAS Blue Carbon & Climate Change Program will be releasing its BCCC Quarterly newsletter for 2023 Q4. Released each quarter, the BCCC Quarterly records the most important trends and developments regarding blue carbon policies and regulations in China, the U.S., and other regions, as well as international regimes, such as under the United Nations framework. It also includes two special sections—the ‘Theme of the Quarter’ and the ‘Blue Carbon Country Profile’—that aim to bring a fresh and applicable element to each issue.

This issue features a ‘Theme of the Quarter’ on “Multinational Climate Engagements” and a ‘Blue Carbon Country Profile’ on ‘The United Kingdom.’

BCCC Commentary

“Transitioning away” from fossil fuels requires patience and fresh ideas
By Zhangchen Wang
January 1, 2024

One of the most commendable achievements of the 2023 United Nations Climate Change Conference or Conference of the Parties of the UNFCCC, more commonly known simply as COP28—is the joint agreement by nearly 200 countries to commit to transitioning away from fossil fuels from this point forward. This is the first time in history that the international community has reached a consensus on the future of fossil fuels, marking a significant milestone in global joint actions to address climate change. This agreement was hard-won. The two-week long COP28 even had to go into one day of “overtime” to finally seal the agreement on December 13…

(Source: Getty Images, Royalty-Free)

ICAS Special Announcement

ICAS 2023 Newsletter Collections Have Been Released!

At the end of every quarter, ICAS releases four newsletter collections—one for each of ICAS’ four regular newsletters—to assist our audience in tracking the trends across the quarter as well as sharing the content with others. With the end of the year now behind us, the 2023 volumes of ICAS newsletters are now complete!

Like with all of our content, ICAS newsletters are freely available to the public with the aim of helping all parties better understand trends in and related to U.S.-China relations.

ICAS Bulletin
(ISSN 2836-3418)

Released every other week, the ICAS Bulletin updates a global audience on Western perspectives regarding the most important bilateral relationship in the world. Recent news trends in U.S.-China relations are succinctly summarized here alongside information about expert opinion publications, events at U.S.-based institutions, and recent updates on ICAS activities.

Trade ‘n Technology Program Dispatch
(ISSN 2837-3863)

Released every other week, the ICAS TnT Dispatch is an informational, curated product built to inform readers of the most notable recent changes in U.S.-China trade and technology relations.

Maritime Affairs Program Handbill
(ISSN 2837-3901)

Released the last Tuesday of every month, MAP Handbills are a regular newsletter that highlights the major news stories, research products, analyses, and events occurring in or with regard to the global maritime domain during the past month. Each issue also includes a Spotlight: a short-form written background and analysis of a specific issue related to maritime affairs, which changes with each issue.

Blue Carbon & Climate Change Program Quarterly
(ISSN 2837-3979)

Released once each quarter, the BCCC Quarterly records the most important trends and developments regarding blue carbon policies and regulations in China, the U.S., and other regions, as well as international regimes, such as under the United Nations framework. The ICAS Team will also produce a Chinese language version of this product to disseminate to an Asian audience so that both sides have access to our research.

A Note from the ICAS Team

ICAS In the News

On Monday, December 25, 2023, Senior Fellow Sourabh Gupta was interviewed by China Daily on the outlook for U.S.-China ties, especially as they relate to technology.

  • “There is space for negotiation in this area, but the space is a very narrow, small one.”
  • “China is making technological progress at a very fast pace…And we saw that with the Huawei phone…Part of the reason Raimondo has got very flustered by this is that she’s seeing the pace at which technological breakthroughs are happening in China. And therefore, the US just needs to keep doing more and more and more in terms of denials. And that’s why that conversation is going off the rails in that direction. So, the US feels a certain degree of vulnerability and needs to not shift from its game. It needs to double down in that game of tech denials.”
  • “The value of that [November 2023 Biden-Xi summit] is that it has created a certain momentum in the bilateral relationship going forward with the working groups. So that momentum right now is pushing the relationship forward.”