Asia & the Pacific

Michael Lipin interviews Project on Managing the Atom Associate Nicole Grajewski on why Iran may not benefit much from its new membership of Shanghai Cooperation Organization.

The geopolitical implications of solar displacing oil as the world’s major source of energy are enormous. Why has the Middle East been a central arena in the “great game” for the past century? Because countries there have been the major suppliers of the oil and gas that powered 20th-century economies. If, over the next decade, photovoltaic cells that capture energy from the sun were to replace a substantial part of the demand for oil and gas, who will the biggest losers be? And even more consequentially: who will be the biggest winner?

At the 2021 Shanghai Cooperation Organization (SCO) summit in Dushanbe, Tajikistan, the bloc announced the approval of Iran's longstanding bid for membership. The Islamic Republic has viewed its involvement in the organization as a means of bolstering external legitimacy, fostering security-oriented regionalism, and promoting the transition toward the so-called multipolar world order. The SCO, led by Russia and China, has served as a regime-preservation network by providing Iran with a source of solidarity against external pressure. Tehran's commitment to the normative order, sustained by the SCO's discourse of noninterference, sovereignty, and countering the “three evils”—terrorism, extremism, and separatism—has galvanized the organization's role as a common front against the imposition of liberal norms and challenges to regime security.

Belfer Center experts on the U.S.-China relationship and Middle East issues shared thoughts on the significance of the unexpected Iran-Saudi Arabia agreement brokered by China. 

For months, evidence has accumulated that North Korea may be preparing its seventh nuclear explosive test. Continuous warnings by analysts and the media about this possibility are a sobering reminder that Pyongyang's continued pursuit of a larger nuclear arsenal remains a challenge for the Non-Proliferation Treaty and the nonproliferation regime. This continues to be the case even as the public and leaders around the world have largely shifted their attention to the nuclear dimensions of the war in Ukraine.

Nicole Grajewski writes that assessing the real benefits—and limits—of joining the so-called "anti-NATO" can help policymakers better understand what Tehran, China, Russia, and other participants are getting out of their summits.

Under the guidance of its self-defence nuclear strategy, China will continue to modernise its nuclear force in order to maintain a reliable second-strike retaliatory capability. China’s nuclear weapon modernisation has been responsive to the advances of military capabilities of other countries, particularly the US. As Hu Side emphasised, “The sole purpose for China to maintain a limited nuclear counterattack force is to deter a potential nuclear strike. However, the development of US missile defense and the long-rang strike capability with high accuracy to target mobile missiles is in practice to decrease the effectiveness of Chinese nuclear deterrence. Thus, it surely leads to Chinese attention."

While China is building nuclear reactors faster than any other country in the world, major constraints may limit nuclear energy’s ability to grow to the scale of hundreds of gigawatts that would be required for it to play a major part in decarbonizing China’s energy system. This chapter explores the major constraints on, and risks of, large-scale nuclear energy growth in China, and how both new policies and new technologies might address them. It focuses particularly on the two biggest constraints – economics and siting. Substantial government policies to support nuclear power and advanced reactor systems designed to address some of the key constraints are both likely to be needed for nuclear to have a chance of playing a major role in decarbonizing China’s energy system; nuclear energy’s role may be bigger in the second half of this century than in the first half.

Recently published documents, news reports, and other sources of open source information indicate that China is accelerating its current nuclear force modernization programme. It is clear that it is driven largely in response to the growing United States (U.S.) missile defense program, which China perceives as a threat to its minimum credible deterrence. While China is not altering its nuclear doctrine, it believes that it needs to enhance the reliability, survivability, and effectiveness of its retaliatory capability in response to a first-strike. In addition to expanding the size of its nuclear arsenal, it is enhancing its delivery capabilities, for example, by increasing the number of ICBMs and making them more sophisticated. It is building more Multiple Independently Targetable Reentry Vehicle (MIRV) warheads as well as a new class of ballistic missile submarines. China’s ongoing nuclear modernization aims to increase the survivability, reliability, safety, and penetration capability of its small nuclear arsenal and thereby assures a limited, reliable, and effective counterattack capability that will deter a nuclear first-strike. China’s nuclear modernization program will likely continue to be guided by its nuclear policy, which is characterized by a no-first-use pledge and a commitment to “minimum nuclear deterrence.” Finally, while China supports the total elimination of nuclear weapons, it does not believe it is in China’s interest to participate in discussions about nuclear disarmament until the U.S. and Russia reduce their arsenals to one thousand each, or lower.