the.world.is.flat-第112章
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oil wealth。 China is furious that Japan has outbid it in their battle to determine
the route of the pipeline that Russia intends to build to the Far East。〃 At the same
time it was reported that a Chinese nuclear submarine had accidentally strayed into
Japanese territorial waters。 The Chinese government apologized for the 〃technical
error。〃 If you believe that; I have an oil well in Hawaii I would like to sell you 。。。
In 2004; China began competing with the United States for oil exploration
opportunities in Canada and Venezuela。 If China has its way; it will stick a straw
into Canada and Venezuela and suck out every drop of oil; which will have the side
effect of making America more dependent on Saudi Arabia。
I interviewed the Japanese manager of a major U。S。 multinational that was
headquartered in Dalian; in northeastern China。 〃China is following the path of Japan
and Korea;〃 said the executive; on the condition that he and his company not be quoted
by name; 〃and the big question is; Can the world afford to have 1。3 billion people
following that path and driving the same cars and using the same amount of energy?
So I see the flattening; but the challenge of the twenty…first century is; Are we
going to hit another oil crisis? The oil crisis in the 1970s coincided with Japan
and Europe rising。 'There was a time' when the U。S。 was the only big consumer of oil;
but when Japan and Europe came in; OPEC got the power。 But when China and India come
into being the consumers; it will be a huge challenge that is an order of magnitude
different。 It is megapolitics。 The limits of growth in the 1970s were overcome with
technology。 We got smarter than before; equipment became more efficient; and energy
consumption per head was lower。 But now 'with China; India; and Russia all coming
on strong' it is multiplied by a factor of ten。 There is something
we really need to be serious about。 We cannot restrict China; 'Russia;' and India。
They will grow and they must grow。〃
One thing we will not be able to do is tell young Indians; Russians; Poles; or Chinese
that just when they are arriving on the leveled playing field; they have to hold back
and consume less for the greater global good。 While giving a talk to students at the
Beijing College of Foreign Affairs; I spoke about the most important issues that could
threaten global stability; including the competition for oil and other energy
resources that would naturally occur as China; India; and the former Soviet Union
began to consume more oil。 No sooner did I finish than a young Chinese woman student
shot up her hand and asked basically the following question: 〃Why should China have
to restrain its energy consumption and worry about the environment; when America and
Europe got to consume all they energy they wanted when they were developing?〃 I did
not have a good answer。 China isa high…pride country。 TellingChina; India; and Russia
to consume less could have the same geopolitical impact that the world's inability
to accommodate a rising Japan and Germany had after World War I。
If current trends hold; China will go from importing 7 million barrels of oil today
to 14 million a day by 2012。 For the world to accommodate that increase it would have
to find another SaudiArabia。 That is notlikely; which doesn't leave many good options。
〃For geopolitical reasons; we cannot tell them no; we cannot tell China and India;
it is not your turn;〃 said Philip K。 Verleger Jr。; a leading oil economist。 〃And for
moral reasons; we have lost the ability to lecture anyone。〃 But if we do nothing;
several things will likely result。 First; gasoline prices will continue to trend
higher and higher。 Second; we will be strengthening the very worst political systems
in the world…like Sudan; Iran; and Saudi Arabia。 And third; the environment will be
damaged more and more。 Already; the newspaper headlines in China every day are about
energy shortages; blackouts; and brownouts。 U。S。 officials estimate that twenty…four
out of China's thirty…one provinces are now experiencing power shortages。
We are all stewards of the planet; and the test for our generation is whether we will
pass on a planet in as good or better shape than we found
412
it。 The flattening process is going to challenge that responsibility。 〃Aldo Leopold;
the father of wildlife ecology; once said: 'The first rule of intelligent tinkering
is save all the pieces;'〃 remarked Glenn Prickett; senior vice president of
Conservation International。 〃What if we don't? What if the 3 billion new entrants
start gobbling up all the resources? Species and ecosystems can't adapt that fast;
and we will lose a major portion of the earth's remaining biological diversity。〃
Already; noted Prickett; if you look at what is happening in the Congo Basin; the
Amazon; the rain forest of Indonesia…the last great wilderness areas…you find that
they are being devoured by China's rising appetite。 More and more palm oil is being
extracted from Indonesia and Malaysia; soybeans out of Brazil; timber out of central
Africa; and natural gas out of all of the above to serve China…and; as a result;
threatening all sorts of natural habitats。 If these trends go on unchecked; with all
the natural habitats being converted to farmland and urban areas; and the globe
getting warmer; many of the currently threatened species will be condemned to
extinction。
The move to sharply reduce energy consumption has to come from within China; as the
Chinese confront what the need for fuel is doing to their own environment and growth
aspirations。 The only thing…and the best thing…we in the United States and Western
Europe can do to nudge China toward that understanding is set an example by changing
our own consumption patterns。 That would give us some credibility to lecture others。
〃Restoring our moral standing on energy is now a vital national security and
environmental issue;〃 said Verleger。 That requires doing everything more
seriously…more serious government funding for alternatives; a real push by the
federal government to promote conservation; a gasoline tax that will drive more
consumers to buy hybrid vehicles and smaller cars; legislation to force Detroit to
make more fuel…efficient vehicles; and yes; more domestic exploration。 Together;
added Verleger; that could help stabilize the price at around 25 a barrel; 〃which
seems to be the ideal range for sustainable global growth。〃
In sum; we in the West have a fundamental interest in keeping the American dream alive
in Beijing and Boise and Bangalore。 But we have to stop fooling ourselves that it
can be done in a flat world with 3 billion potential new consumers…if we don't find
a radical new approach to en413
ergy usage and conservation。 If we fail to do so; we will be courting both an
environmental and geopolitical whirlwind。 If there was ever a time for some big
collaboration; it is now; and the subject is energy。 I would love to see a grand
China…United States Manhattan Project; a crash program to jointly develop clean
alternative energies; bringing together China's best scientists and its political
ability to implement pilot projects; with America's best brains; technology; and
money。 It would be the ideal model and the ideal project for creating value
horizontally; with each side contributing its strength。 Said Scott Roberts; the
Cambridge Energy Research Associates analyst in China; 〃When it comes to renewable
technology and sustainable energy; China could be the laboratory of the world…not
just the workshop of the world。〃 Why not?
::::: TWELVE
The Dell Theory of Conflict Prevention
Old…Time Versus Just…in…Time
Free Trade is God's diplomacy。 There is no other certain way of uniting people in
the bonds of peace。 …British politician Richard Cobden; 1857
Before I share with you the subject of this chapter; I have to tell you a little bit
about the computer that I wrote this book on。 It's related to the theme I am about
to discuss。 This book was largely written on a Dell Inspiron 600m notebook; service
tag number 9ZRJP41。 As part of the research for