ISSN 2446-7014
YEAR 6 • No 113 • APRIL 2ND, 2020
The Boletim Geocorrente is a fortnightly publication of the
Conjuncture Assessment Group (NAC), linked to the Research
and Post-Graduation Superintendency (SPP) at the Naval War
College (EGN). NAC follows the International Conjuncture under
the theoretical view of Geopolitics, in order to provide an alternative
for the global demand for information, making it accessible and
integrating society into defense and security issues. Moreover, it
disseminates updated knowledge of international conflicts and
crises to meet the Naval Staff’s demands.
The Boletim Geocorrente aims to publish short articles concerning
current issues about ten macro-regions in the globe: South
America, North and Central America, Sub-Saharan Africa, Middle
East and North Africa, Europe, Russia and former USSR, South
Asia, East Asia, Southeast Asia and Oceania, Arctic and Antarctica.
Furthermore, some editions feature the “Special Topics” section.
The research group connected to Boletim has members from
different areas of knowledge, whose diverse backgrounds and
experiences provide a comprehensive of the conjuncture and of the
latest international issues. Thus, it seeks to identify the aggravating
elements, motivational factors and contributors for the escalation of
conflicts and ongoing crises as well as its impacts.
PUBLICATION POLICIES AND PROCEDURES
To publish in the Boletim, the author is required to be a researcher
of the Current Geopolitics Group of NAC and submit his article
containing a maximum of 350 words to the peer review assessment
process.
The texts published in this Boletim are the exclusive responsibility
of the authors, not expressing the official opinion of EGN nor that of
the Brazilian Navy.
CONTACT
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Superintendency
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- Rio de Janeiro/RJ - Brazil
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BRAZILIAN NAVAL WAR COLLEGE
RESEARCH AND POST-GRADUATION SUPERINTENDENCY
CONJUNCTURE ASSESSMENT GROUP
BOLETIM
GEOCORRENTE
BRAZILIAN NAVAL WAR COLLEGE'S DIRECTOR
EDITORIAL BOARD
Rear Admiral Paulo César Bittencourt Ferreira
EDITOR-IN-CHIEF
Captain (Retd) Leonardo Faria de Mattos (Egn)
RESEARCH AND POST-GRADUATION SUPERINTENDENT
OF THE BRAZILIAN NAVAL WAR COLLEGE
SCIENTIFIC EDITOR
Captain (Retd) Francisco E. Alves de Almeida (Egn)
Rear Admiral (Retd.) Marcio Magno de Farias Franco e Silva
ASSISTANT EDITORS
Liutenant (J.G.) Jansen Coli Calil N. Almeida de Oliveira (Egn)
Jéssica Germano de Lima Silva (Egn)
Noele de Freitas Peigo (Facamp)
Pedro Allemand Mancebo Silva (Ufrj)
GRAPHIC DESIGN
Matheus Bruno Ferreira Alves Pereira (Ufrj)
LAYOUT DEVELOPMENT
Rodrigo Abreu de Barcellos Ribeiro (Ufrj)
TRANSLATION
Ana Carolina Vaz Farias (Ufrj)
RESEARCHERS OF THE CONJUNCTURE ASSESSMENT GROUP
SUB-SAHARAN AFRICA
SOUTH AMERICA
Bruno Gonçalves (Ufrj)
Franco Napoleão Aguiar de Alencastro Guimarães (Puc-Rio)
Isadora Jacques de Jesus (Ufrj)
João Victor Marques Cardoso (Unirio)
Vivian de Mattos Marciano (Ufrj)
Adriana Escosteguy Medronho (Ehess)
Beatriz Mendes Garcia Ferreira (Ufrj)
Carlos Henrique Ferreira da Silva Júnior (Ufrj)
Gabriela de Assumpção Nogueira (Ufrj)
João Felipe de Almeida Ferraz (Ufrj)
Pedro Emiliano Kilson Ferreira (Unversidade de Santiago)
NORTH & CENTRAL AMERICA
ARCTIC & ANTARTIC
Ana Carolina Vaz Farias (Ufrj)
Ana Cláudia Ferreira da Silva (Ufrj)
Carolina Côrtes Góis (Puc-Rio)
Jéssica Pires Barbosa Barreto (Egn)
Victor Cabral Ribeiro (Ufrj)
Victor Eduardo Kalil Gaspar Filho (Egn)
Ana Carolina Ferreira Lahr (Egn)
Gabriele Marina Molina Hernandez (Uff)
Laila Neves Lorenzon (Ufrj)
Pedro Allemand Mancebo Silva (Ufrj)
Raphaella da Silva Dias Costa (Ufrj)
EUROPE
EAST ASIA
Ariane Dinalli Francisco (Universität Osnabrück)
Glayce Kerolin Rodrigues Maximiano (Ufrj)
Matheus Souza Galves Mendes (Egn)
Melissa Rossi (Suffolk University)
Nathália Soares de Lima do Vale (Uerj)
Thaïs Abygaëlle Dedeo (Université de Paris 3)
João Pedro Ribeiro Grilo Cuquejo (Ibmec)
Marcelle Torres Alves Okuno (Ibmec)
Philipe Alexandre Junqueira (Uerj)
Rodrigo Abreu de Barcellos Ribeiro (Ufrj)
Vinicius Guimarães Reis Gonçalves (Ufrj)
MIDDLE EAST & NORTH AFRICA
RUSSIA & FORMER USSR
Ana Luiza Colares Carneiro (Ufrj)
André Figueiredo Nunes (Eceme)
Dominique Marques de Souza (Ufrj)
Pedro da Silva Albit Penedo (Ufrj)
Shakila de Sousa Ahmad (Ufrj)
José Gabriel de Melo Pires (Ufrj)
Luiza Gomes Guitarrari (Ufrj)
Pedro Mendes Martins (Eceme)
Pérsio Glória de Paula (Uff)
SOUTHEAST ASIA & OCEANIA
SOUTH ASIA
Matheus Bruno Ferreira Alves Pereira (Ufrj)
Thayná Fernandes Alves Ribeiro (Uff)
Vinícius de Almeida Costa (Egn)
João Miguel Villas-Boas Barcellos (Ufrj)
Marina Soares Corrêa (Ufrj)
Rebeca Vitória Alves Leite (Egn)
SPECIAL TOPICS
Alessandra Dantas Brito (Egn)
Louise Marie Hurel Silva Dias (London School of Economics)
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
BOLETIM
GEOCORRENTE
INDEX
SOUTH AMERICA
EAST ASIA
Anti-submarine drill in the South China Sea ..................................................... 10
Launching of destroyer SS Maya and the Japanese war industry ................... 11
Argentine foreign policy and the overseas sovereignty claim............................ 5
NORTH & CENTRAL AMERICA
The US Coast Guard recapitalization ............................................................... 5
SOUTH ASIA
India and France carry out joint naval exercise in the Indian Ocean ................ 11
SUB-SAHARAN AFRICA
Submarine cables: Communication as a strategy in Africa ............................... 6
South African economy: Between blackouts, recessions and COVID-19.......... 7
SOUTHEAST ASIA & OCEANIA
Indonesia and the sustainable energy future ................................................... 12
EUROPE
Italy and Spain suffer as cooperation quivers.................................................... 7
ARCTIC & ANTARCTICA
Antarctica, both free and vulnerable to COVID-19 ........................................... 13
MIDDLE EAST AND NORTHERN AFRICA
Piracy in the Strait of Hormuz and implications for the global market ............... 8
The threats to Iraq in face of USA and Iran aggressions ................................... 9
SPECIAL TOPICS
Impacts of the novel coronavirus on global maritime trade ............................. 14
Selected Articles & Defense News.......................... 14
RUSSIA & FORMER-USSR
Bangladesh and the nuclear cooperation with Russia ...................................... 9
The Russian Space Sector in 2020: Commercial challenges and strategic
potential ............................................................................................................ 10
Geocorrente Calendar............................................. 14
References.............................................................. 15
Risks Map............................................................... 16
TOP 10 GLOBAL RISKS
Without considering the COVID-19 pandemic
High Risk
For more informations on the criteria used, visit page 17.
Medium Risk
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
BOLETIM
GEOCORRENTE
COVID-19
MONITORING
THE 10 COUNTRIES WITH THE MOST CASES
Data according to the WHO "Situation report - 72", published on April 1st, 2020.
Countries with more than 20
thousand confirmed cases
Countries with confirmed cases
between 10 and 20 thousand
Source: World Health Organization
COUNTRIES MONITORING
Country
Total cases
Total new cases
(last 24h)
Total logged
deaths
Population
(2018)
UNITED STATES
163.199
22.559
2.850
327.167.000
ITALY
105.792
4.053
12.430
60.431.000
SPAIN
94.417
9.222
8.189
46.723.000
CHINA
82.631
86
3.321
1.392.000.000
GERMANY
67.366
5.453
732
82.927.000
FRANCE
51.477
7.500
3.514
66.987.000
IRAN
44.606
3.111
2.898
81.800.000
UNITED KINGDOM
25.154
3.009
1.789
66.488.000
SWITZERLAND
16.108
696
373
8.516.000
TURKEY
13.531
2.704
214
82.319.000
Sources: World Health Organization; World Bank
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
SOUTH AMERICA
Argentine foreign policy and the overseas sovereignty claim
Carlos Henrique Ferreira
I
n March 2020, President Alberto Fernández’s speech
in the Argentine Congress gave strength to a historic
claim. The current president announced three draft
bills to reinforce the foreign policy engagement in the
sovereignty of the overseas territories: the creation of
the National Council of Affairs Referred to the Malvinas
Islands, South Georgia and the South Sandwich Islands,
the demarcation of the outer limit of Argentina's
continental shelf and the modification of the Federal
Fisheries.
In addition to the proposal of the new National Council,
two diplomats who were involved in the construction and
implementation of the Foradori-Duncan Communiqué
(Boletim 106) were called back, as a message of the
agreement review posture. For the other proposals,
Fernandéz will count on the first of the four Gowind class
Offshore Patrol Vessels (French corvettes), acquired by
his predecessor. Thus, resources for the protection of its
Continental Shelf will increase, which, by UN approval,
will expand from 200 to 350 nautical miles, and will also
include the maritime zone of the territories in dispute
with the United Kingdom, but without exercising rights
over the island administered by the English government.
Fernández's second and third projects will also
approach the economic issue of the regions, where each
one organizes its own way. The Falklands’ government
grants permits for foreign boats to exploit the region's
maritime resources, however, given the recognition of the
Argentine maritime area extent, this exploration is seen
as illegal. The losses from illegal fishing are estimated
at US$ 14 billion per year for Argentina, while the same
activity corresponds to about 40% of the Falklands’
GDP. Furthermore, in February 2020, while the island’s
government announced a new port construction to
replace the current one, the Argentine government wants
to update the fine for illegal fishing, which has remained
unchanged since 1998, there was a parity for the exchange
rate for the Argentine peso with the US dollar.
Unlike its predecessor, Fernandez and his cabinet
conduct national sentiment towards the region to
maintain the soundness of its foreign policy for overseas
sovereignty, turning it into a state policy.
Fonte: InfoBae
NORTH & CENTRAL AMERICA
The US Coast Guard recapitalization
Jéssica Barreto
I
n March 2020, the United States Coast Guard’s
Unmanned Aircraft System (UAS) had its production
change approved by the chief acquisition officer
responsible for the program. Thus, the program, which
would initially equip only three of the new National
Security Cutter (NSC), has now been authorized to equip
all NSCs that are operational.
With the contract signed in June 2018 with INSITU
Inc., the company that turned to the military branch
during the Iraq War period in 2003, and which has been a
Boeing subsidiary since 2008, the UAS program consists
of unmanned aircraft that increases the autonomy of the
Force and expands their maritime situational awareness,
increasing the Coast Guard’s surveillance range. This
approval aims to speed up the delivery of NSC vessels
with this capacity, presenting an aggressive strategy, so »
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
that all the vessels are delivered by the end of 2020.
The US Coast Guard is the main force responsible
for the maritime security and protection of ports and
the country’s waterways. As such, it is an organization
with broad legal authority, being the only military arm
associated with the country's Department of Homeland
Security. However, despite having many vessels, most
of these assets are at the end of their useful life. Thus,
one of the strategic priorities of the Force, in addition
to intensifying its activities in the region of the Poles,
is to revitalize its surface means, updating them for the
missions entrusted in the current century.
Another example of this strategic priority is the NSC
program that is replacing the High Embrance Cutters
vessels, which have been in operation since the 1960s. The
project includes the construction of 11 vessels capable
of patrolling the most demanding marine environments
and acting as a command and control center for various
missions. The ninth NSC was baptized in late February
2020 and is scheduled to be delivered in the middle of
this year. Two of the ships were already delivered, five
are already fully equipped with UAS capacity and the
other three are under construction, with delivery due to
2020.
SUB-SAHARAN AFRICA
Submarine cables: Communication as a strategy in Africa
A
lthough they have been there for many years, few
know the relevance of submarine cables to the
globalized world. Currently, they are responsible for
more than 99% of international communication. Being
expensive and strategic constructions, investment and
security are highlights on the agenda.
Africa's economic, population and connectivity
growth has expanded the capital allocation to this
branch on the continent. The main developers are the
African Development Bank and the World Bank, which
sponsored respectively the EASSy system line (Eastern
Africa Submarine System), in 2010, which covers the
entire East African coast, from South Africa to Sudan;
and ACE (Africa Coast to Europe) in 2012, which runs
from South Africa to France. However, the complexity of
the projects sometimes makes them difficult for countries
in the region to sponsor and design by themselves.
Huawei Maritime Networks, the maritime arm
of Chinese Huawei Technologies and other Chinese
operators have recently designed some submarine cable
communication lines in Africa. In September 2018, SAIL
(South Atlantic Inter Link) was inaugurated, connecting
the city of Fortaleza, Northeast of Brazil, to Kribi, in
Cameroon. It is expected that two other projects are
completed by 2021, linking Pakistan, Africa and Europe.
Not only China, but also the United States are interested
in promoting this technology in region.
The great American technology companies are the
main content producers and submarine cables funders
around the world, representing half of worldwide traffic
request in 2016. Google is expected to open its line on
Bruno Gonçalves
the continent in 2020, called Equiano. However, they
still face difficulties in investing in Africa because there
are no major local companies for cooperation.
Such investments are not limited to the economy.
The protection of communication is an abiding interest,
since espionage is a risk. Africans become vulnerable
to large investing powers, as the developer of subsea
communications systems controls information. There
should be, therefore, a movement to build their own
systems, making these nations stronger and more
independent.
Source: Anciens Marins
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
South African economy: Between blackouts, recessions and COVID-19
Vivian Mattos
S
ince the beginning of the Zuma government in South
Africa, in 2009, the country has been experiencing
several periods of economic difficulty, causing the
first three post-apartheid recessions. Currently, under
the leadership of Cyril Ramaphosa, the country is
experiencing a moment of strong economic recession,
deterioration of public finances and an unemployment
rate that approaches 30%. According to South Africa's
Statistical Department, GDP contracted 1.4% in the last
quarter of 2019 and 7 of the country's top 10 sectors
shrank. Only the financial (2.7%), mining (1.8%) and
services (0.7%) sectors grew.
Allied to the numerous political and social problems,
the main driver of this scenario in the most industrialized
economy in Africa has been the inefficiency of Eskom,
the state company responsible for the production and
distribution of 90% of the country's energy, in providing
electricity for residential and industrial areas, causing a
series of blackouts that have caused a deep impact on the
productive capacity of the main South African industrial
sectors. Furthermore, Eskom has survived for the past
10 years under mismanagement and several cases of
corruption linked to the high echelons of the ANC
(African National Congress), governing party, which
today are reflected in the form of productive force loss
through the closing of power plants and exorbitant debts
that damage the country's coffers.
In line with the world scenario, the South African
economy will also be severely impacted by the COVID-19
pandemic. On March 16th, Ramaphosa declared a
national state of disaster in an attempt to create rapid and
coordinated responses to mitigate the transmission of the
virus, given that it is currently the African country with
the highest number of people infected by the disease.
In addition, the country has a complicating factor
in terms of public health management, as it has a large
number of people with immune-debilitating diseases
such as tuberculosis (450.000 people annually) and
AIDS (about 7.7 million infected), which are considered
to be COVID-19 risk groups. Thus, if Ramaphosa found
it difficult to articulate the country's sectors effectively
to strengthen the South African economy, his challenge
will be intensified with the increase in the numbers
of COVID-19 cases in the national territory and with
the implementation of isolation measures, which will
consequently contribute to the country's economic
downturn.
EUROPE
Italy and Spain suffer as cooperation quivers
Nathália do Vale
"I
t’s the most difficult crisis we’ve faced since the
post-war period”. That was how Italy’s Prime
Minister, Giuseppe Conte, described his country’s
situation when announcing the mandatory closure of nonessential businesses due to the COVID-19 crisis. To date,
Italy has more than 100.000 cases and around 12.000
deaths, being the most affected country in Europe. At the
beginning of 2020, forecasts projected a 0.4% growth for
the Italian economy but now the third largest economy
in the eurozone may face its fourth recession in a decade
and a contraction of up to 2%, in a country where
tourism amounts to 6% of the GDP. Equally critical is
the Spanish situation, the second most affected country
in the continent, with 94.000 cases and 8.000 deaths.
Criticized for its incapacity to assist Italy at the
beginning of the crisis, the European Union (EU) tries
to make itself relevant in a scenario where urgency
brings states to increase unilateral initiatives. While the
European Central Bank has announced a 870 million
euro aid to eurozone states and relaxation of fiscal
policy constraints and the European Commission has
prohibited restrictions to sale and export of personal
protection equipment, as Germany and France had done,
a significant measure at intergovernmental level is yet to
be announced. Mandatory lockdowns are opposed to the
free circulation principles that guide the bloc and their
long-term maintenance casts doubts on the feasibility of a
“Sovereign Europe” much idealized by French President
Emmanuel Macron. In the light of prospects for a global
economic recession and uncertainty regarding the future
of this pandemic, it is hard to imagine a way out for the
economic crisis soon to follow that does not involve any
degree of joint articulation of EU member states, even if
the recent experience may bring to a more central role of
nation states in the bloc.
On the other hand, for Defense, besides the cancelling
of joint military exercises and the deployment of forces
to control lockdowns and for medical assistance, the
main side effect may be financial: how to justify budget
increases for the military in face of an unprecedented
public health crisis, coupled with an economic recession.
We will certainly see a call to readdress NATO’s
relevance, after it was declared ‘brain-dead” by Macron
in 2019. Conciliating cooperation and autonomy will be
the main European challenge in the post-pandemic world.
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
MIDDLE EAST & NORTHERN AFRICA
Piracy in the Strait of Hormuz and implications for the global market
T
he trade through the Strait of Hormuz is historically
permeated by rooted disputes in political and
economic interests. Regional insecurity creates instability
in the commercial maritime routes that surround the
Arabian Peninsula, causing threats to the global oil trade,
mainly on the Strait of Hormuz, where 35% of oil and one
third of liquefied natural gas (LNG) in the world travels
daily. When considering the aforementioned regional
characteristics, one issue is addressed as a determining
factor for this insecurity: piracy.
A recent study released by the Duke University
analyzed the implications of piracy in the Strait of
Hormuz against tankers and their effects on the Persian
Gulf countries, mainly when it comes to fossil fuels
expors. Due to the increase in piracy cases in the region
and the growing maritime insecurity in face of conflicts,
there is an increase in security spending on international
transport and the consequent reduction, on average, of
7.5% vessel per year, which remains up to two years after
each attack.
The study claims that the impact of piracy affects
crude oil and refined oil (RPP) exporting countries
Ana Luiza Colares
differently. In the first case, countries such as Saudi
Arabia and the United Arab Emirates are not as affected,
due to the high concentration of global production in
the region and the low price-demand elasticity for crude
oil. Accordingly, an increase in transport security costs
does not have as significant impacts on demand as in the
case of RPP. This, in turn, is traded more competitively
between markets (given the existence of more than 700
refineries globally), which makes it more sensitive to
cost increases. The impacts on economies like Bahrain
and Kuwait, whose RPP exports make up a large share of
their GDP, are much greater.
However, in addition to the instability of trade routes,
another factor threatens exports from oil-exporting
countries: COVID-19, which has generated a drop
in demand of approximately 90.000 barrels per day
compared to 2019. In addition to the steep drop in oil
prices, it remains to be seen how oil rates in the Middle
East will be affected by the crisis that plagues, among
several countries, the largest global economies and,
consequently, the main commodity importers.
Source: Marine Vessel Traffic
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
The threats to Iraq in face of USA and Iran aggressions
Pedro Albit
O
th
n March 11 , bombs hit Camp Taji base, in Iraq,
killing one British soldier and two Americans. As a
response, on the following day, the USA bombed Kata’ib
Hezbollah positions, an Iraqi militia linked to the Iranian
regime. These base attacks on Iraqi soil have been
happening since January, when Iran revenged General
Qasem Soleimani assassination by the USA.
These continuous attacks show how fragile Iraq’s
territory is amidst this conflict. There were many
demonstrations in Iraq in 2019 demanding the end of
foreign interference in the country, both from the USA
and Iran. After Soleimani’s murder, the Iraqi Parliament
voted for the withdrawal of foreign troops in the country,
which President Trump denied. However, while the US
and Iran avoid a direct conflict, Iraq suffers not only for
being in the center of this dispute, but also for having a
wide range of religious and population diversity – the
country is divided between Shiite Muslims, Sunni and
Kurds - which explains the presence of both American
and Iranian supporters there.
Besides the violence caused by a disguised proxy war,
the COVID-19 pandemic also influences the USA-IraqIran chessboard. Fearful that the virus’ great impact in
Iran is spread to the whole Middle East, on March 20th,
the USA announced the withdrawal from a base close to
the Iraqi-Syrian border, while the same is expected for
two more bases in the following weeks.
Furthermore, it is notable that COVID-19 may be
used as a strategy in the conflict, since Iran is one of the
countries with the highest number of cases and the USA
is keeping the economic sanctions, which can be seen as
a strategy to weaken the Islamic regime. Even if the USA
completely leaves Iraq, there’s no guarantee of stability
in the country, as Iran would try to boost its influence
to strengthen the axis Hezbollah (Lebanon)-Syria-IraqIran, running counter to the interests of Iraqi Sunnis and
Kurds.
RUSSIA & FORMER USSR
Bangladesh and the nuclear cooperation with Russia
O
nd
n March 22 , the Bangladeshi government signed
with Rosatom - Russia's state nuclear agency - a
series of agreements that facilitate the construction of
the Roopur nuclear power plant. The bilateral agreement
for the creation of this plant was originally signed
in 2011, with the official contract of US$ 12.5 billion
signed in 2015. In addition, Russia has agreements for
the construction of nuclear plants with Egypt, Turkey,
among others, according to information from Rosatom.
Bangladesh is a small country in South Asia between
China and India, with an estimated population of 100
million. According to data from the World Bank, the
country has been growing at a rate of 6.5% per year
and, therefore, the country's extreme poverty fell from
44.2% in 1991 to 14.8% in 2016-2017. For this reason,
this process of socioeconomic growth has caused
energy crises in the country, increasing the demand for
new sources of energy. Consequently, the country has
sought to develop this sector, reducing its dependence
on oil. For its part, Russia is taking advantage of a major
Pedro Martins
commercial and geopolitical opportunity. Commercially,
the nuclear deal with Bangladesh is yet another source
of funds for the country, which still suffers from Western
sanctions due to Ukraine's events in 2014, as well as an
effort to reduce the Russian economy's dependence on
oil exports.
During the Cold War, the Soviet (now Russian) nuclear
sector developed intensely because of the arms race with
the United States. In the post-Cold War, this expertise in
the nuclear sector has been a source of resources for the
country. Given that Bangladesh is located between two
powers - China and India - this position is of geopolitical
importance for this trade contract with Russia.
Thus, commercial and economic relations are often
imbued with geopolitical considerations, making the
separation between these two aspects difficult. More than
that, Russia's approach to Bangladesh shows how this
interdependence of commercial and geopolitical interests
can be used in a national development project.
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
The Russian Space Sector in 2020: Commercial challenges and strategic potential
Pérsio Glória de Paula
O
n March 21st 2020, the Russian space agency
(Roscosmos) successfully launched a Soyuz-2.1b
rocket, with more than 30 satellites from the company
OneWeb, from the Baikonur Cosmodrome in Kazakhstan.
This was the fourth launch by the Russian agency in
2020 and demonstrates the commercial potential and the
importance of the space sector for the country's economy.
However, the Russian market share in the global
launch services has declined considerably over the past
five years. This drop in participation results both from the
rise of private launch companies, especially American
ones, such as SpaceX, as well as from the increase of
activities and autonomy of other actors, who were
previously Russian clients, such as China. This situation
has hampered Russia's civilian space projects, whose
budget is usually tied to the commercial performance of
Roscosmos and its subsidiaries. Despite this, the country
is seeking reinsertion and innovation in the sector such
as the construction of a new launch center in the Amur
region, the Vostochny, and the creation of new rocket
families. Among them are the Soyuz-5, which is expected
to replace the Soyuz-2, and the super-heavy rockets
Angara-5, which replaced the problematic Proton heavy
rockets.
Another factor that may benefit Russian
competitiveness in the civilian sector is the growing
military importance of space activities. This is due to the
withdrawal of the United States from the Intermediate
Range Nuclear Forces Treaty (INF Treaty) and the
creation of the United States Space Force (USSF). Russian
authorities already anticipate further militarization of
the segment and an eventual response from the Kremlin
is likely to lead to mobilization of the civilian sector.
In addition, there is an ongoing discussion on the
possibilities of reusing decommissioned intercontinental
ballistic missiles (ICBM) as satellite launch vehicles
such as the R-36M2 “Voevoda” (SS-18 “Satan”), and
the possible use of new military missiles technologies
in the civilian rocket business. These approaches could
give new impetus to the technological competitiveness
of the industry. The country also announced that it plans
to launch two Angara-5 in 2020. However, the segment,
as well as the economy in general, does not expect good
results for this year, due to the negative effects of the
Coronavirus pandemic.
EAST ASIA
Anti-submarine drill in the South China Sea
Vinícius de Almeida Costa
T
he South China Sea is an area of intense international
dispute, therefore, presents intense military activity.
The most recent episode of such activity consisted of
aircraft drills developed by the PLA Navy (Popular
Liberation Army Navy) in the waters of the region, which
occurred in the first week of March 2020.
Chinese aircraft drill consisted of training two antisubmarine patrol aircraft. Such patrol aircraft developed
a series of maneuvers to detect, hunt and combat the
presence of submarines in the region, seeking to improve
the training of military personnel and aircraft.
The Chinese drill takes place immediately after
another series of military maneuvers, this time, developed
by the US Navy a week earlier. On that occasion, the
military components that Washington deployed for the
region - Theodore Roosevelt Carrier Strike Group, the
America Expeditionary Strike Group and the 31st Marine
Expeditionary Unit - developed large-scale amphibious
assault exercises in the vicinity of the South China Sea,
which caused intense protests by Beijing. In addition to
this drill, in the previous month, another episode that
generated friction between these two nations was the
accusation and protest by Washington regarding the use
of a laser by a Chinese destroyer against an American
patrol aircraft near Guam.
In view of this growing military activity in the South
China Sea, the importance of the submarine in the
Chinese maritime strategy for the region is clear. The
South China Sea is a region of intense marine traffic, is
shallow and island-dotted, an ideal area for the use of
conventional diesel-electric submarines. Therefore, it
is imperative that China dominates the Submarine War
(better and perhaps the only way to oppose an American
Strike Group), while it needs to improve itself in the antisubmarine war to defend itself from underwater threats of
opposing nations, especially Japan, which has numerous
modern diesel-electric submarines, and to guarantee its
interests in the region.
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Launching of destroyer SS Maya and the Japanese war industry
João Pedro Grilo
O
th
n March 19 , the commissioning of the first Maya
class destroyer took place in the city of Yokohama,
an enhanced version of the Atago class, which will
become part of the Japanese Fleet Escort Force, based
at Yokosuka base. Due to the COVID-19 pandemic, the
event happened behind closed doors, accompanied only
by the Minister of Defense, Taro Kono, and a few guests.
This ship class, which will have a second unit in 2021,
the SS Haguro, is equipped with the new Aegis Combat
System Baseline 9 anti-missile defense system (known as
J7 in Japan), enabling the ship to carry out anti-missile
and air defense missions simultaneously. Another
novelty of the system is the use of the new ballistic
missile interceptor Standard Missile-3 IIA, the result of
technological cooperation between Japan and the United
States, which allows targets to be shot down at short and
medium distances. Finally, the use of American sensor
network called Cooperative Engagement Capability
(CEC) is noteworthy, which allows vessels and aircrafts
with this system to share surveillance and targeting data.
In face of the rapid increasing regional tensions,
the technological advance of rivals such as China and
North Korea, and the recent pressures suffered by the
President Donald Trump’s administration, Japanese
military spending has increased at a growing pace since
Abe's return to power in 2012, reaching a value record of
US$ 48.6 billion, if the government proposal is approved
in Parliament. The increase in defense expenditures in
accord with the creation of a coherent policy for the
military technologies development, manifested with the
creation of the Acquisition, Technology and Logistics
Agency (ATLA) in 2015, has been heating up the Japanese
warfare market. Within this segment, it is interesting to
highlight the domestic industry development, as a result
of increased investments in the area of research and
development and the intensification of technological
cooperation programs with other countries, the result of
which is the ability to produce vessels such as the Mayaclass destroyer. Despite this progress, it is believed that
the country remains dependent on US technology due to
the current regional tensions, which need rapid responses,
and the high national production cost.
SOUTH ASIA
India and France carry out joint naval exercise in the Indian Ocean
Rebeca Leite
I
n February 2020, India and France carried out a joint
naval patrol in the region of the Réunion Island, a
French overseas territory in the Indian Ocean, for the first
time. From the perspective of the “Neighborhood First”
strategy, this initiative is a consequence of activities
known as Coordinated Patrol (CORPAT), which seeks
increased maritime cooperation. CORPAT's primary
objective is to ensure the prerogatives of the United
Nations Convention on the Law of the Sea (UNCLOS).
In this context, the Indian Navy also undertakes other
joint surveillance exercises, restricted to its Exclusive
Economic Zone (EEZ), with the Maldives, Seychelles
and Mauritius.
Until then, India carried out CORPATs only with
neighboring states. Given this, regarding to the Indian
maritime projection, this unprecedented activity reveals
New Delhi's interest in strengthening ties with partners
that can facilitate its expansion in the Indian and IndoPacific Oceans, especially in the range between the East
African coast and the Strait of Malacca. Thus, France
is seen as the ideal partner, since this relationship has
matured over the years, mainly in the Defense sector. It
is worth mentioning that India is building conventional
submarines of the French Scorpéne class.
On the other hand, this interaction also addresses
concerns about the growing Chinese presence on the
East African coast. Between India and France there is a
common sense to guarantee the freedom of navigation
and the safety of maritime communication lines as stated
by UNCLOS. Therefore, while China sends nuclear
submarines to the African coast, both countries reiterate
the need to safeguard the aforementioned principles.
This “new” vision of India for the Indian Ocean, which
is seeking multilateralism to achieve maritime security
goals at the expense of the old approach that criticized
any extra-regional power in the region, demonstrates
a more pragmatic position regarding the security of
its maritime space as well as using strategic partners »
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to reach new spaces and strengthen their maritime Ocean, as well as carrying out exercises that envisage the
capabilities. Therefore, the partnership with France aims strengthening of its Navy in partnership with countries
at India's interest in expanding its presence in the Indian that have similar views about the maritime environment.
Source: Uspa24
SOUTHEAST ASIA & OCEANIA
Indonesia and the sustainable energy future
Thayná Fernandes
A
t the beginning of March, the Indonesian
government announced its goal of doubling natural
gas production by 2030, reaching 12.300 cubic feet a
day, through pipeline construction projects. The news
was published shortly after the discovery of two large
reserves of this resource, a fact that is lined with Jakarta's
purpose of becoming the world's leading producer of
natural gas, a title that currently belongs to Australia.
The exploration of hydrocarbons in Indonesian
territory dates to 1885, when there was the first
commercial discovery of oil reserves. The country was a
member of the Organization of the Petroleum Exporting
Countries (OPEC), is the largest exporter of natural gas
in Southeast Asia, the fourth largest exporter of coal in
the world and is one of the major producers of biofuels.
In 2006, the National Energy Policy was launched,
establishing that by 2025 the ideal diversification of
energy mix should be less than 20% oil, more than 30%
gas, more than 33% coal and, respectively, more than 5%
of biofuels, geothermal and other renewable sources, in
addition to 2% of liquefied coal.
In recent years, major investments have been made
in the oil and gas sectors. However, with the impacts of
the 2009 financial crisis, competition from shale gas and
Japan's recent decision to reopen its nuclear plants, the
country's oil and gas sector has been struggling to attract
12
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BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
foreign investment.
With the fourth largest population in the world and the
growing demand for energy, mainly in residential areas,
the state has been striving to diversify its energy mix. An
example is the recently launched “B30” plan, with the
palm oil biodiesel production, which will reduce fossil
fuel imports by approximately US$ 4.5 billion, which
demonstrates the search to establish renewable energies
as the core of future production and its independence in
the sector.
Countries that intend to become great leaders and
world references in the energy mix, a segment of crucial
importance for the whole globe, are moving faster
towards the strengthening and establishment of fuels and
renewable energy sources.
Source: Statista
ARCTIC & ANTARCTICA
Antarctica, both free and vulnerable to COVID-19
Gabriele Hernandez
E
very single continent on Earth has been affected
by the COVID-19 pandemic crisis, facing the
imminent collapse of their healthcare systems, except
one: Antarctica. The frozen continent, due to its high
isolation rate, did not register hitherto any confirmed
case of the disease. Confined in research stations spread
around 14 million square kilometers, most of which is
concentrated along the coastal regions of the continent
and small islands, the researchers and military who
inhabit temporarily the region did not have contact with
the pandemic at its most critical moment of contagion.
The Antarctic summer occurs From October to
February, a time when the research stations are in their
full activity and in high personnel numbers, due to a
more friendly weather. Between March and October,
nonetheless, winter turns life conditions extreme, some
stations are temporarily closed, and a limited amount
of people are confined in permanent research stations,
which work year-round. Not every country can afford
a research station working permanently, requiring high
costs and huge commitment with Antarctic research.
About 1.100 people work in Antarctic during winter,
distributed between 41 stations that do not stop their
research activity at any no moment of the year. On
summer, adding more 36 seasonal research stations, the
continent can harbor up to 5.000 people.
Despite its isolation, it is still unknown how the virus,
and mostly, the ones affected by it, would behave under
extremely low temperatures that can reach an average
-49°C on winter. The contamination risk in such a remote
region exposes the lack of medical structure to assist the
ill, besides the limited space in which the staff is subjected
to live, inside small metallic structures equipped for a
variety of research.
One main possible risk is the American McMurdo
Research Station, the largest on the continent, which
had its crew changed last March, when the winter team
replaces the summer team. Although the new residents
are scanned in search of any pandemic symptoms and
going through isolation periods, they are not properly
tested for the disease. Even while enjoying relative ease
concerning the outbreak, life on the continent reinforces
the degree of vulnerability that its inhabitants face as a
great effort to be in Antarctica.
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SPECIAL TOPICS
Impacts of the novel coronavirus on global maritime trade
Alessandra Brito
O
n March 11st 2020, the World Health Organization
(WHO) declared the novel coronavirus pandemic
(COVID-19). The spread of the virus has subjected the
entire world to an unprecedented situation. To slow the
spread of the disease and mitigate its impacts, travelling
is being restricted and borders are being closed. Thus,
maritime trade and its related activities have been largely
affected, as ports are being closed and ships are prohibited
from docking. However, the economic impacts of these
restrictions need to be managed in order to avoid a
collapse in supply lines.
About 90% of the cargo volume in international
trade is made by sea. However, the crew, essential for
the maintenance of the sector, is being prevented from
travelling to embark and the changes in crew shifts are
becoming increasingly complex. The Merchant Navy is
vitally important for trade, especially during conflicts
and crises like the ongoing. During World War II, the
merchant fleet was called by the then US President
Franklin D. Roosevelt "the fourth arm of defense",
delivering troops, supplies and equipment. The maritime
class, which sometimes moves internationally for
shipments, is crucial for global trade and the integrity of
supply chains.
Recently it was sent an open letter of the global
maritime transport to UN agencies, emphasizing the need
for seafarers to receive appropriate exemptions from any
transit travel restrictions related to shipments, aiming
for maintaining maritime supply chains in operation
worldwide. The Secretary General of the International
Maritime Organization (IMO), Kitack Lim, released
a statement in order to find solutions to the problems
faced by the sector. According to its position, defeating
the virus should be the priority, however, highlighting
the need to maintain global trade in a safe, protected
and ecologically correct manner. In the global scenario
of uncertainties caused by the pandemic, the imposition
of restrictions and obstacles to maritime trade and its
actors could have large-scale consequences for the world
economy, affecting several exporting countries, causing
shortages for importing countries and instability in
commodity and goods prices of the most varied types.
Source: Wilhelmsen
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SELECTED ARTICLES & DEFENSE NEWS
► A Greater Depression?
PROJECT SYNDICATE, Nouriel Roubini
► Merkel’s moment of truth
POLITICO, Matthew Karnitschnig
► The Thucydides’ Trap: the Avoidable Destiny Between the US and China
MODERN DIPLOMACY, Yuan Jiang
► The Great Game Of Gas
ISPI, Alberto Belladonna, Alessandro Gili
► The Coronavirus Could Reshape Global Order
FOREIGN AFFAIRS, Kurt M. Campbell E Rush Doshi
► The Multilateral System Still Cannot Get Its Act Together on COVID-19
CFR, Stewart M. Patrick
► A Misguided Bid to Topple Maduro as the Virus Looms
INTERNATIONAL CRISIS GROUPt
► NATO’s 30th Member, At Last: Republic of North Macedonia
STANFORD, Rose Gottemoeller
GEOCORRENTE CALENDAR
APRIL
MAY
Victory Day Military
Parade
09 Moscow
Elections in
Poland
10 Presidential
elections in the
Dominican Republic
17 Presidential
15-16
20 Iraq Elections
Belt and Road Summit, in
Dubai
15
BOLETIM GEOCORRENTE • ISSN 2446-7014 • N. 113 • April | 2020
REFERENCES
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sovereignty claim
CHABAY, Ezequiel M. El Gobierno endurecerá sanciones a la pesca
ilegal para “acorralar” la economía kelper en Malvinas. El Cronista,
March 5th, 2020. Accessed on: March 11th, 2020.
MERCOPRESS. Falklands will have a new port in three/four years; FIG
can afford the “indicative pricing”. Mercopress, February 21st, 2020.
Accessed on: March 14th, 2020.
• The Russian Space Sector in 2020: Commercial
challenges and strategic potential
Russia launches OneWeb satellites, despite coronavirus pandemic. Tass,
March 21st, 2020. Accessed on: March 28th, 2020.
20 space industry predictions for 2020. Space News, February 26th,
2020. Accessed on: March 28th, 2020.
• Anti-submarine drill in the South China Sea
PATTERSON, James. South China Sea Tensions: China Ups the Ante
• The US Coast Guard recapitalization
With Anti-Submarine Air Drills. Internation Business Times, March 21st,
UNITED STATES. Small UAS for NSC acquisition reaches milestone.
2020. Accessed on: March 28th, 2020.
United States Coast Guard. March 18th, 2020. Accessed on: March 26th, NG, Teddy. Chinese naval planes conduct anti-submarine drills in South
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China Sea. South China Morning Post, March 21st, 2020. Accessed on:
UNITED STATES. Coast Guard christens ninth national security cutter.
March 28th, 2020.
United States Coast Guard. March 18th, 2020. Accessed on: March 26th,
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• Launching of destroyer SS Maya and the Japanese
war industry
• Submarine cables: Communication as a strategy in
TAKAHASHI, Kosuke. Japan commissions first Maya-Class missile
Africa
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FRANCE. Les géants du web à la conquête de la toile africaine. Navy
March 24th, 2020.
Strategic Studies Center, March 2020. Accessed on: March 19th, 2020.
BOSACK, Michael. What to make of the record defense budget. Japan
GRIFFITHS, James. The global internet is powered by vast undersea
Times, 2020. Accessed on: March 25th, 2020.
cables. But they're vulnerable. CNN, July 26th, 2019. Accessed on:
March 27th, 2020.
• India and France carry out joint naval exercise in the
Indian Ocean
• South African economy: Between blackouts,
PERI, Dinakar. In a first, India, France conduct joint patrols from Reunion
recessions and COVID-19
Island. The Hindu, March 21st, 2020. Accessed on: March 26th, 2020.
SOUTH AFRICA. Economy slips into recession. Department of Statistics RAJAGOPALAN, Rajeswari P. What’s Behind the Rising India-France
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Maritime Activity in the Indo-Pacific?. The Diplomat, March 26th, 2020.
SCHNEIDER, Victoria. Tension, fear as South Africa steps up coronavirus Accessed on: March 27th, 2020.
fight. Aljazeera, March 18th, 2020. Accessed on: March 20th, 2020.
• Indonesia and the sustainable energy future
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HARSONO, Norman. Indonesia aims to double gas production by 2030
BURAS, Piotr. Resilliance before reinvention: the EU's role in the
with major projects in pipeline. The Jakarta Post, March 9th, 2020.
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Oil and Gas in Indonesia: Investment and Taxation Guide. Price
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damage from corona virus. Financial Times, March 12nd, 2020. Accessed 2020.
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• Antarctica, both free and vulnerable to COVID-19
• Piracy in the Strait of Hormuz and implications for
MELLEN, Ruby; PITRELLI, Stefano; TAYLOR, Adam. One continent
the global market
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Projects. Rosatom, 2020. Accessed on: March 22nd, 2020.
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RISK MAP
T
he map entitled “Top 10 Global Risks”, shown
on page 02 of this Boletim, was prepared by the
Conjuncture Assessment Group (NAC) members
of the Brazilian Naval War College (EGN). The
criteria used to analyze international phenomena and
determine which ones should appear on the map are
based on their relevance to Brazil, namely: presence
of Brazilians living in the region, direct or indirect
influence on the Brazilian economy and impact on
the Brazilian Strategic Surroundings. In addition,
the interests of the United Nations Security Council
permanent members will be considered. After
selecting the phenomena, they are categorized as
high risk (red) or medium risk (orange), following
parameters that reflect the severity of the risk, namely:
number of victims, relevance of the actors involved,
impact on the global economy and tensions escalating
possibility.
Due to the increase in the number of cases (infected,
hospitalized and killed) regarding COVID-19, there
was an adaptation in the analysis of the scenario. In
this way, a separate map was drawn up, with the 10
countries with the highest number of infected people,
according to the latest WHO bulletin released until
the date of this bulletin. Thus, the countries were
divided into red and orange according to the number
of total cases.
The analyzes are redone at each Boletim edition,
aiming to reassess and update the demarcated regions,
as well as the color used in each one. Therefore, 10
main phenomena are always observed, distributed at
high and medium risk. Below are links to the risks
indicated on the map:
► HIGH RISK:
• YEMEN — Civil war and humanitarian crisis: War-torn Yemen at a 'critical juncture', warns UN. Al
Jazeera, March 7th, 2020. Accessed on: March 16th, 2020.
• LIBYA — Civil war escalation: Libya conflict: Heavy shelling around Tripoli's Mitiga airport. Al
Jazeera, February 28th, 2020. Accessed on: March 16th, 2020.
• SYRIA — Continuity of attacks in Idlib: With cease-fire in place, Syrians return for belongings, but not
to stay. The New York Times, March 16th, 2020. Accessed on: March 16th, 2020.
► MEDIUM RISK:
• VENEZUELA — Structural crisis: Venezuela, already in crisis, reports 1st coronavirus cases. ABC
News, March 14th, 2020. Accessed on: March 16th, 2020.
• GULF OF GUINEA — Piracy increase: Who will help solve Africa's piracy problem in the Gulf of
Guinea? DW, February 14th, 2020. Accessed on: March 16th, 2020.
• UKRAINE — Crimea and Donbass impasse: Zelensky’s ultimatums likely to only alienate Donbass,
says Russian MP. TASS, March 7th, 2020. Accessed on: March 15th, 2020.
• IRAQ — Tensions between the USA and Iran: Iran and US preparing for new round of conflict in Iraq.
The Jerusalem Post, March 28th, 2020. Accessed on: March 31st, 2020.
• AFGHANISTAN — Uncertainties in the peace process: Are the Taliban Serious about Peace Negotiations?.
International Crisis Group, March 30th, 2020. Accessed on: March 31st, 2020.
• HAITI — Socio-political crisis: 10 Years After The 2010 Quake, Haiti Got Worse In 2020 Under PHTK’s
Government. Modern Diplomacy, March 16th, 2020. Accessed on: March 31st, 2020.
• NORTH KOREA — New ballistic missile tests: North Korea Launches Two Short-Range Ballistic
Missiles. The New York Times, March 28th, 2020. Accessed on: March 31st, 2020.
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