Search Climate Insights Directory

The author critiques South Africa's reliance on politically driven preferential trade agreements (PTAs) with developing nations, noting that agreements like the SACU-Mercosur PTA lack efficacy. The text advocates for a strategic re-evaluation of trade in services, the simplification of SADC rules of origin via the Tripartite FTA, and a compromise in Economic Partnership Agreement (EPA) negotiations with the EU to protect market access for SADC partners. Additionally, it highlights the importance of the US AGOA dispensation and the Automotive Production and Development Programme (APDP) in establishing South Africa as a regional motor manufacturing hub.

The South African Renewables Initiative (SARi) aims to establish financing arrangements to enable a critical mass of renewable energy in South Africa, targeting 19 GW by 2030. The primary challenge is the higher financial cost of renewables compared to coal, which has historically been subsidized. To address this, SARi proposes a mix of concessional loans, risk insurance, and guarantees to leverage private investment. The initiative also emphasizes an industrial strategy to create local jobs and reduce the carbon intensity of exports.

The document examines the struggle of Chinese Economic and Trade Co-operation Zones (ETCZs) in Africa to become operational, identifying failures in implementation, infrastructure, and regulatory frameworks. While eight zones were approved across several African nations, only the zone in Egypt is fully operational. The author argues that these zones are hindered by a top-down Chinese approach, cultural barriers, and a lack of integrated industrial policies in host countries, contrasting their struggle with the relative success of private Chinese industrial zones.

The German Greens propose a Green New Deal to transition Germany toward a low-carbon, resource-efficient economy. The plan rests on three pillars: re-regulating financial markets to end speculation, implementing green industrial policies to promote renewables and efficiency, and ensuring social justice through a 'new social balance' and fair wealth distribution. The authors argue that Germany's industrial success depends on this transformation and that it must be coordinated at the EU level to be effective.

The document examines the multifaceted relationship between China and Kenya, highlighting a trade imbalance where Kenya exports raw materials and imports value-added, often counterfeit, products. It analyzes how Chinese construction firms provide efficiency and quality but create unfair competition for local contractors through government-backed financial advantages. The paper evaluates Kenyan legislative responses, such as the Anti-Counterfeit Act of 2008 and the National Construction Authority Act 2010, and suggests regional coordination within the East African Community (EAC) to mitigate negative effects.

The document analyzes the nexus of trade, investment, and competition policy in South Africa, highlighting the shift from early trade liberalization to a more cautious approach centered on employment creation. It details the role of the Competition Act of 1998 in addressing public interest and the complexities of managing foreign direct investment (FDI), illustrated by the Walmart-Massmart merger. The author argues that a robust competition regime is essential to maximize the benefits of FDI and ensure market efficiency while adhering to international obligations.

During the 11th Five-Year Plan (2006-2010), China achieved a 19.06 percent reduction in energy intensity against a 2005 baseline, driven primarily by technological development and structural adjustments. Despite these efficiency gains, total emissions increased by 33.6 percent, making China the world's largest emitter in 2007. The government deployed significant investment, totaling 1.73 trillion yuan in new and renewable energy and 859.2 billion yuan in energy efficiency, though these efforts primarily benefited large state-owned enterprises over small and medium enterprises. Looking toward the 12th Five-Year Plan, the document identifies challenges in meeting ambitious energy and carbon intensity targets due to rapid urbanization, rising marginal costs of conservation, and the continued prioritization of GDP growth by local governments.

The document analyzes the impasse of the Doha Development Agenda (DDA) and proposes a strategic negotiating stance for South Africa. It argues that South Africa should leverage concessions in the services sector to secure greater market access for agriculture and protect its industrial policy space through the NAMA carve-out, particularly considering its obligations within the Southern African Customs Union (SACU).

The Zambia–China Cooperation Zone (ZCCZ), comprising the Chambishi and Lusaka East subsections, is China's first economic and trade co-operation zone in Africa. While it has attracted significant investment, primarily in copper smelting, the project faces critical implementation hurdles including poor surrounding infrastructure, a lack of regulatory frameworks for local content and technology transfer, and labour disputes stemming from differing work cultures. The document argues that for the ZCCZ to succeed, both Chinese investors and Zambian authorities must increase transparency and develop a cohesive industrial strategy that integrates local entrepreneurs.

The document analyses the political economy of the Doha Round's 'end-game' and its impact on South Africa. It highlights a conflict between South Africa's state-driven industrial policy and the liberalisation demands of the NAMA-agriculture 'exchange rate'. The authors argue that South Africa's interests are best served by preserving a NAMA carve-out for the Southern African Customs Union (SACU) and offering concessions in the services sector—specifically in telecommunications, transport, and energy—to secure agricultural gains from developed nations.

The paper argues that while efficient services are essential for industrialisation, generalised services trade liberalisation is not the optimal strategy for South Africa or other developing countries. It highlights the critical linkages between manufacturing and services, noting that manufacturing acts as a primary source of demand for the services sector and that a decline in manufacturing would adversely affect job creation. The author warns against 'premature deindustrialisation' and the loss of policy space resulting from 'GATS-plus' obligations in North-South regional and bilateral agreements, particularly those involving the EU and US. The document concludes that South Africa needs a strategic services trade policy aligned with its Trade Policy and Strategy Framework (TPSF) and industrial goals, rather than a blanket approach to liberalisation.

Minister Rob Davies outlines South Africa's trade strategy, emphasizing the use of tariffs as a tool for industrial policy and the pursuit of regional integration through the Tripartite FTA. He expresses skepticism regarding the 2011 window for the WTO Doha Round, arguing that the 2008 text is unbalanced and fails to address agricultural distortions or the needs of emerging economies. The Minister also highlights the importance of strengthening ties with BRICS nations to move beyond exporting primary products toward mineral beneficiation and industrialization.

The document examines the trend of trade protectionism following the Great Recession, specifically focusing on government subsidies and bail-outs. It argues that while subsidies are not inherently illegal under WTO rules, South Africa's specific rescue packages—administered through the Industrial Development Corporation (IDC)—may constitute 'actionable subsidies' under the Agreement on Subsidies and Countervailing Measures (ASCM) because they provide preferential financial benefits to specific enterprises. The author recommends that South Africa shift from short-term unilateral protectionism toward long-term trade facilitation and the promotion of policy space for developing countries to invest in emerging industries like green technology.

The document details a 2011 workshop on South African trade policy reform. It examines the challenges of the WTO Doha Development Round, specifically the imbalance between agricultural protections in developed nations and demands for market access in services and industrial goods (NAMA). The dialogue explores services liberalization from Indian and SADC regional perspectives, emphasizing the need for regulatory frameworks to support employment. Finally, it assesses the use of Industrial Development Zones (IDZs) and Export Processing Zones (EPZs) to lower business costs and attract investment to boost South African exports.

The report analyzes the PV sectors in Germany and China, finding that while deployment support has successfully driven installations and cost reductions, investment support is insufficiently linked to innovation, and direct R&D funding remains low relative to deployment subsidies. It argues that PV costs must be reduced by another 50% to achieve large-scale competitiveness, requiring a comprehensive value-chain approach and international policy coordination to maintain momentum as German support declines.

The paper examines the theoretical and empirical debate surrounding trade liberalisation in South Africa, specifically its effects on growth, employment, and poverty. It critiques common methodological tools, including partial equilibrium approaches, effective rates of protection (ERP), and computable general equilibrium (CGE) models, noting that they often rely on restrictive assumptions and fail to account for dynamic effects or institutional complexities. The author argues that the 'free trade' ideal is an unrealistic benchmark and suggests that South Africa should instead pursue a 'sensible management of trade' that creates dynamic comparative advantages and protects industrial policy space to achieve structural change and job creation.

The research paper argues that South Africa's trade protectionism creates a net negative effect on social welfare by distorting the economy through four main channels: exchange rate, input demand, purchasing power, and retaliation. It highlights that while specific industries gain, the broader economy suffers from reduced GDP, higher costs for downstream industries, and lower productivity. The author criticizes recent government industrial policies for relying on interventionist tools and 'picking winners,' suggesting instead a shift toward unilateral liberalisation, a rule-based tariff structure using the Swiss formula, and the opening of service markets.

The report argues that significant emissions reductions in Japan's steel sector require breakthrough technologies or CCS, as current efficiency is already high. It proposes two SAAM variants: one based on a fully-resourced research, development, diffusion and deployment (RDD&D) plan, and another based on regulating CO2 limits for plants. The analysis suggests that the sector's financial resources could support a significant scale-up of RDD&D, though the high cost of implementing CCS remains a major hurdle. The report also reviews the role of the Nippon Keidanren's voluntary plans and international partnerships like the Asia-Pacific Partnership (APP) and the World Steel Association (WSA).

The report examines China's position as the world's largest producer and consumer of refined copper, detailing the supply chain from extraction to recycling. It highlights the industry's significant economic contribution and employment generation, while addressing environmental risks such as heavy metal pollution and toxic gas emissions. The document also outlines the Chinese government's regulatory framework, including the 'Admittance Qualification of Chinese Copper Smelting Industry', which sets strict energy, resource recovery, and environmental standards for smelters.

The document argues that technological innovation, particularly in the electricity sector, is essential for reducing greenhouse gas emissions, but is currently hindered by high risks and long investment cycles. It highlights that while solar PV has seen rapid growth driven by European feed-in tariffs and US tax incentives, carbon capture and storage (CCS) remains stalled in the 'valley of death' due to insufficient funding and political commitment for large-scale demonstration. The authors emphasize the need for a combination of 'push' (R&D) and 'pull' (market creation) mechanisms to ensure sustainable technological scaling and suggest that market formation must expand beyond Europe to ensure global stability for these industries.