FAISAL RAFIQUE
07 Jan
07Jan

Introduction

 China-Pakistan Relations: Historically, Pakistan and China have enjoyed close strategic ties, which transformed from a defense focus to economic cooperation with CPEC's Framework Agreement in July 2013.

CPEC's Role in BRI:

BRI Framework: CPEC is integral to China's Belt and Road Initiative (BRI), which comprises the Silk Road Economic Belt and the 21st Century Maritime Silk Road. The BRI was announced by President Xi Jinping during his visits to Kazakhstan and Indonesia in 2013.

Corridor Network: The BRI consists of six economic corridors, with two near the Gulf region the China-Pakistan Economic Corridor and the China-Central-West Asia Economic Corridor.

Significance for China and Pakistan: CPEC is envisioned as a 3,000 km network of infrastructure linking Kashgar in China's Xinjiang with Gwadar in Pakistan's Baluchistan, facilitating trade and investment opportunities for both countries.

Early Development of Gwadar

Historical Context: China's interest in Gwadar predates the BRI, beginning in 2001, when China agreed to develop Gwadar and connect it through a coastal highway with Karachi.

Timeline:

  • 2002: Gwadar port construction began.
  • 2007: The port was inaugurated, creating an initial link to Karachi, setting the stage for broader CPEC development.

Inception of CPEC: Formally launched in 2015 during President Xi's visit to Islamabad, CPEC marked a shift in China-Pakistan ties toward economic growth.

CPEC Implementation Strategy

 1+4 Implementation Formula:

Core Areas of Focus: Gwadar port, energy projects, transportation infrastructure, and industrial cooperation. This formula represents the areas where both nations seek to prioritize investments and development.

Phased Implementation:

Early Harvest Phase (2018): Initial projects aimed to complete foundational elements.

Short-Term Phase (2020): Focus on accelerating infrastructure development.

Medium-Term Phase (2025): Broader, intermediate projects aiming to expand upon initial goals.

Long-Term Phase (2030): Projects are expected to fulfill the overall CPEC vision by creating lasting economic benefits.

Joint Cooperation Committee (JCC): 

Steering Committee: Oversees the strategic direction and annual reviews, with seven working groups focused on planning, energy, transportation infrastructure, Gwadar, industrial cooperation, socio-economic development, and international cooperation.

Annual Reviews and Planning: JCC's annual meetings provide a platform to evaluate past performance and strategize future investments, addressing challenges to maintain project momentum.

Economic Impact of CPEC

Investment and Economic Contribution:

Direct Investments: Chinese investments in CPEC amount to $25.4 billion, generating substantial revenue, tax income, and job creation.

Job Creation: Over 192,000 direct jobs were created, significantly impacting Pakistan's employment landscape.

Government Collaboration: Some CPEC projects are supported by Pakistan's Public Sector Development Program.

Sectoral Development and Achievements:

Energy Sector: Completed 11 projects have added 8,000 MW capacity; an additional 1,200 MW will complete by 2024, with 3,100 MW projects planned.

Transportation Infrastructure: Approximately 888 km of highways and motorways completed, with another 853 km underway.

Communications: An 820 km fiber optic cable connects Rawalpindi to Khunjerab Pass, facilitating secure digital trade with China.

Development of Gwadar Port

Current Operations and Infrastructure:

Partial Operationalization: Gwadar is gradually becoming a functioning commercial port with ongoing infrastructure developments.

Key Projects and Funding

  • Gwadar Eastbay Expressway: $140 million invested by China in an interest-free loan. 
  • New Gwadar International Airport: Financed by China with a $230 million grant.

Strategic Leasing Agreement: China Overseas Port Holding Company manages Gwadar on a 40-year lease, investing $250 million in industrial development.

Additional Projects

  • Oil Terminal and Petrochemical Complex: Under construction to support future oil trade.
  • 300 MW Coal-fired Power Plant: Expected to provide a stable energy source for port operations.
  • Water Desalination Plant: Supports local and industrial water needs.

Challenges and Renewed Momentum

Pandemic and Political Hurdles: The COVID-19 pandemic, political instability, and security concerns affected CPEC's pace between 2019-2021.

Resumed Progress: In 2022, CPEC projects gained new energy, focusing on additional areas such as water resource management, climate adaptation, mining, agriculture, and renewable energy.

China's Role in Central Asia

Shanghai Cooperation Organization (SCO)

SCOs Strategic Importance: Formed in 2001, the SCO now represents about 40% of the global population and 30% of the world's economic output, with eight member states and several dialogue partners.

China's Investments and Trade:

  1. Energy and Infrastructure Investments: China invested $85 billion by 2021 and contracted $280 billion in further development projects.
  2. Trade Expansion: Trade between China and SCO members increased twentyfold from 2001 to 2020, peaking at $245 billion.
  3. Trade with Central Asia: China-Central Asia trade rose to $70.2 billion, marking a substantial economic boost for the region.

Infrastructure Projects:

Gas Pipelines: The China-Central Asia Gas Pipeline supports China's energy security.

Transportation Networks: Roads, railways, and customs hubs like Khorgos Gateway facilitate cross-border trade, strengthening regional ties.

China's Expanding Role in the Middle East

Investment and Diversification in MENA:

  • Investment Overview: China has invested $273 billion in the Middle East and North Africa since BRI's launch, extending its involvement beyond energy to include infrastructure and technology.
  • China-Arab States Cooperation Forum: Launched in 2004, it structures bilateral economic relations. China committed to a $23 billion investment in Arab nations in 2016.
  • Framework for Cooperation: China's agreements cover sectors like low-carbon energy, science, and finance, and connect industrial parks across Oman, Saudi Arabia, and the UAE to regional ports.

Strategic Economic Partnerships:

  • Energy Security: China signed a $60 billion LNG deal with Qatar in 2022, securing energy resources.
  • Trade Relations: With Saudi Arabia, trade reached $87.3 billion. Saudi Vision 2030 aligns with CPEC's goals, seeking to diversify beyond oil.
  • High-tech Collaboration: Partnerships extend to Huawei's 5G networks, artificial intelligence, and petrochemical projects, indicating a long-term strategy for diversified engagement.

Gulf Cooperation Council (GCC) Engagement with CPEC

GCC Economic Diversification

  • GCC's Vision: Gulf countries view CPEC as integral to their economic diversification goals, aiming to reduce oil dependency and boost trade with Central Asia.

Saudi Investments:

2019 Pledge: Crown Prince Mohammed bin Salman pledged $20 billion for CPEC projects, including a $10 billion refinery and petro chemical complex in Gwadar.

Recent Developments: The refinery project was initially moved to Karachi but was revived in 2022.

UAE and Qatar:

UAE Investments: Plans include a $5 billion refinery along Balochistan's coastline, with a $1 billion investment in SEZs.

Qatar's Role: The Qatar Investment Authority has committed $3 billion for Gwadar projects, focusing on food storage and industrial facilities.

Iran and Afghanistan's Role in CPEC

Iran's Participation: 

Potential Connection: Iran is interested in linking Chabahar to Gwadar via pipelines and highways, enabling energy exports to China.

Saudi-Iran Normalization: Facilitated by China, the Saudi-Iran thaw could enhance regional cooperation and support Iran's CPEC participation.

Afghanistan's Inclusion:

Trilateral Forum: Pakistan, China, and Afghanistan envision extending CPEC into Afghanistan for trade and development.

Security Concerns: Terrorism remains a barrier, but dialogues continue, as demonstrated in the 2023 Trilateral Dialogue.

A Win-Win Proposition

Economic Benefits for Stakeholders:

Pakistan's Economic Revival: CPEC mitigates energy shortages, improves infrastructure, and generates industrial productivity. SEZS are key to future economic growth.

Benefits for Gulf Nations: GCC countries, through CPEC, strengthen economic ties with China and diversify trade and investment links in Central Asia.

Central Asia and South Asia Integration: Central Asia sees CPEC as a route to the Gulf; South Asia could benefit from broader trade connections if India-Pakistan relations improve.

Gwadar's Strategic Role

Economic and Trade Potential: 

  • Trade Efficiency: By providing direct access to Gulf resources and reducing transit times for goods to Dubai, Gwadar increases trade flow efficiency.
  • Energy Security: Gwadar offers an alternative to the Malacca Strait, addressing China's strategic "Malacca dilemma."
  • Broader Strategic Value: Gwadar's economic connectivity potential underscored by China's growing influence in Central Asia and the Middle East, alongside the Gulf's interest in enhancing regional trade links.
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