WSF-PEWS Conference
2013 Annual
Meeting of the Political Economy of World-Systems Section of the American
Sociological
Association
and the
World
Society Foundation Award of Excellence Program
for Research
Papers on World Society
April 12-13, 2013
University of California-Riverside
Paper
Abstracts
(v.
3-18-13)
Albrecht, Scott (see Korzeneiwicz and Albrecht)
Arthur S. Alderson, Joe Johnston (Indiana University) and
Jason Beckfield
(Harvard University)
“Urban Development and the World City System:
Inter-City Relations and the Fate of U.S. Cities”
Research on world cities
is defined by the central idea that relations between cities are important for
with occurs within them. While the world
city system is typically conceptualized as multidimensional – formed by
analytically distinct networks – a key line of inquiry in this area focuses on
one of the more empirically tractable networks suggested to generate the world
city system – corporate networks. As
firms open or acquire subsidiaries, they knit cities into complex webs of
ownership, hierarchy, and control.
Research on the structure of the world city system has demonstrated that
corporate control is increasingly centralized in a relatively small number of
cities (e.g., London, New York, Paris, and Tokyo), cities that potentially
influence the fate of thousands of other cities around the globe and of the
billions of people who live within them.
However, few have attempted to rigorously examine exactly how, and to
what extent, the position of cities within the world city system affects what
occurs within them. In this paper, we
address this central, long-standing question using data on headquarter and
branch locations of the world’s 500 largest multinational enterprises in 1981
and 2007. We employ techniques developed
for the analysis of networks to evaluate the more than 6,300 cities that are
linked together by such firms in terms of their point centrality (i.e., their
network power and prestige) and, using blockmodeling
techniques, in terms of the positions they occupy and roles that they play in
the system. We then relate change in
network power, prestige, position, and role across the current round of
globalization to a variety of outcomes within U.S. cities, testing expectations
arising from the world city literature regarding unemployment, occupational
restructuring, migration, economic development, and income inequality.
Alexis Alvarez (University of
California-Riverside) “The Structure and Dynamics of Global
Governance”
Since
the emergence of Cecil Rhodes’ Round Table, the idea of a global moral order
separated from a religious authority has been increasingly championed, first
across the British Empire, and now in every region of the world. Successive waves of cosmopolitanism,
transnational investment, tourism, and diplomacy, have further sustained this
still fledging social order grounded in the secular humanism espoused in the
structures of international law that were put forth during the Nuremberg
trials. The establishment of the League
of Nations, the United Nations, the European Union, the International Monetary
Fund, the World Trade Organization, and other such entities with global agendas
and scopes are both a result of the ideology of global governance and a vehicle
for its articulation, practical manifestation, and eventual maturation,
possibly as the standard—and not the alternative—method of addressing
socio-legal and socio-political issues worldwide. Despite the relative prevalence of
traditionally hierarchical models that foster competition over cooperation and
patriarchy over feminism even within global organizations such as the WTO, a
slow but steady rise in the presence of organized entities founded on the
premise of democratic and decentralized global governance casts uncertainty on
the future of nationalism. This study
traces the long-term development of the corporate embodiment of global
governance. Empirically, the anatomy of
this network of organizations between the nineteenth century and present day is
assessed on the basis of three factors:
the number of organizations committed to global governance throughout
the period observed, the size of their workforce, and their annual
budgets. An interpretation of the
overall condition of global governance thus far also allows for plausible
predictions of the state of the world-system during the decades to come.
Farshad Araghi (Florida Atlantic
University)
“The End of Cheap Ecology and the Future of
“Cheap Capital:” Food Crises, Hunger Regime, and the Global Crisis of
Reproduction”
This paper conceptualizes
the current crisis of global capitalism as a crisis of reproduction.
Placing the current food crisis in its larger ecological context, I show
empirically that despite the appearance of abundance (from the perspective of
cash- or credit-rich consumers in the global North), a crisis of (under)
reproduction had been in formation for three decades. Seen as such, the current crisis is a moment
within the crisis of “the long 1970s” when “negative Keynesianism” (or what
became known as “neoliberalism”) became the political response of state
managers to the contradictions of “positive Keynesianism” (wage-labor contracts
and effective demand management).
“Negative Keynesianism” was negative in the sense that it broke
up the postwar wage/social contracts and violated the “development compromise”
in the postcolonial world; it was Keynesian it the sense that it
continued with effective demand management via socializing credit as a
component of wages and the global debt regime as a component of restructuring
the postcolonial nation-state based divisions of labor. I show that while the
“negative” Keynesian strategies temporarily resolved the crisis of positive
Keynesianism, they in turn lead to an agro-ecological crisis. This
characterization of “long Keynesianism” (as a contradictory unity of liberalism
and neoliberalism) would allow a better exploration of the depth of the current
crisis as well as possible solutions. While there will be downward pressure on
prices due to massive deflationary pressures (demand-side deflation), there
will also be upward pressures on prices (supply-side inflation) due to the
rising production costs of food and energy (or what I have called the
“end of cheap ecology”). These counteracting effects will combine to create a
low-level, but persistent stagflation. From an ecological perspective,
there is no long-term Keynesian solution to the global crisis, once we note
that postwar Keynesianism was (1) an externalizing regime fundamentally
standing on the shoulder of “cheap oil regime” of 1953-1973 and (2) that mass
consumption component of high wage Keynesianism in the North was always
standing on the shoulder of “forced underconsumption”
in the South. Even if we assume that the high employment/high wages/high
consumption policies were to be adopted at a global level, high global
consumption is not ecologically possible, and “disposable environments” are
no longer obtainable. I pose “ecological
citizenship” as the framework in which alternative solutions to the current
crisis must be sought.
F. Sonia Arellano-López
(Binghamton University) “Development in the Western Amazon: Regional Integration, Economic Growth
and Changing Roles of the State”
The
western Amazon is experiencing unprecedented political, social and economic
change, with important implications for the region itself and the countries
that include the region within their borders. The extent of these changes is
manifested in the wave of infrastructure projects currently entering into
operation, under construction, or in advanced stages of planning.
Focusing
on transportation, energy production and extractive industries, these
activities reflect continuity with much of western Amazon’s colonial and
post-colonial histories; in that they are designed and implemented satisfy
demands for energy and natural resources of populations located elsewhere.
However, the changes currently taking place are transforming the region’s
landscape in less time than has ever happened before, and are driven by major
changes in the global economic and political order. These include the growing
roles of Brazil and China in the region, as part of their emergence as global
economic powers, and the pressure this is putting on the Spanish-speaking states
to exercise national sovereignty to a degree they have not previously
experienced. Furthermore, current projections of climate and land use change
suggest that the western Amazon region is likely to become a critical
stronghold for Amazonian biodiversity and tropical forest ecosystems, as much
of the rest of the region become drier, and characterized by grass and scrub
lands and seasonal forest. In a drier, degraded Amazon, control of the region’s
headwaters will assume greater geopolitical importance. Thus, Brazil seeks to
ensure its continuing access to energy, natural resources and international
markets by strengthening established regional organizations, promoting new ones
and financing infrastructure development. Moreover, as Brazil solidifies its
international status it is also establishing itself as a hegemonic economic and
political power within South America. Using concepts of the subimperialism
and global capitalism theories, the paper focuses on the Brazilian state, and
its pursuit of an aggressive national economic development agenda in the
western Amazon, to ensure its continuing economic expansion and consolidate its
position as the dominant hegemon in South America.
Salvatore Babones (University of Sydney) “Measuring the Degree of Structure in the World-
Economy Using Concepts From
Entropy Theory”
Viewed
from a very broad perspective, the social and geographical structure of rewards
in the modern world-economy has been incredibly stable over time. In fact, according to data from the
widely-used Maddison statistics, the correlation of
logged national income per capita in 1870 with logged national income per
capita in 2008 for the 10 major world regions is a remarkable r = 0.93. There has been virtually no change in
relative incomes in over a century of otherwise massive change. This contradicts standard neoclassical growth
models, which predict long-term convergence in economic output. It also contradicts standard world-system
models, which predict long-term stability in the structure of the world-economy
accompanied by the mobility of particular countries and regions within that
structure. Simply put, we still live in
a nineteenth century world.
The
structure of the world-economy is very stable, but how stable is it? How stable
should it be under different models of economic change? Is the degree of stability of the structure
of the world-economy stable, or is the degree of stability in the world-economy
changing over time?
This paper outlines a new approach
to measuring the degree of structure in the world-economy based on entropy
theory. Entropy is the concept that all
structures will tend to decay over time unless energy is expended to maintain
them. Over time, as all countries grow
and decline, historical patterns should be obliterated. The fact that the regions of the world remain
coherent (all of Europe is rich; all of Africa is poor) decade after decade
implies that strong systemic forces are continuously working to maintain
regional and relational structures in the world-economy. The strength of these
structuring forces in the world-economy is measured by comparing the actual
rate of decay in the structure of the world-economy to the rate of decay that
would be expected under a series of counterfactual assumptions about the degree
of randomness in countries' growth rates.
Brownian motion models in which countries grow (or decline) at
independent (or related) rates are used to set parameters around the degree of
persistence in the structure of the world-economy that probabilistically could
be expected under different model assumptions.
In other words, the entropy approach
asks how likely is it that the observed persistence in structure of the
world-economy could have occurred merely by chance under a series of models of
individual country growth rates. The
results of multiple simulations are used to generate expected rates of decay in
the structure of the world-economy (with confidence intervals) through Monte
Carlo methods. The results of modeling to date provide strong evidence that powerful
systemic forces are continually at work maintaining the structure of the
world-economy.
Albert J. Bergesen (University of Arizona) “World War II: What Have We Learned About Global Conflict?”
Data on battle
deaths for Nazi Germany, Soviet Russia, Imperial Japan, Britain and the
United States show that World War II wasn’t a war between the US and Germany as
contenders to succeed Britain as the hegemon of the capitalist world-system. Simply put:
four out of five German battle deaths were on the eastern front. Germany was fighting Soviet Russia, no one’s
candidate to be the next capitalist hegemon. These facts, then, do not
support our world-system theory of hegemonic succession wars. Further, the
1941-1945 struggle between Imperial Japan and the US
are not part of the standard hegemonic succession story either. A
reasoned consideration of these facts leads to proposing a distinctly
geopolitical account of WWII and speculation about possible great power wars in
the 21st century.
Manuela Boatcă (Free University of
Berlin)
“Commodification
of Citizenship: Global Inequalities and the Modern Transmission of Property”
Recent
legal and sociological scholarship on global inequalities has on the one hand
advanced a conceptualization of national citizenship as a form of inherited
property (Schachar 2009) and, on the other hand, has
provided empirical data for the claim that citizenship remains the main
determinant of a person‘s position within the world inequality structure today
(Korzeniewicz/Moran 2009). While conventional
sociological understandings conceive of modern social arrangements as defined
by achieved characteristics, the
conclusion that such approaches make apparent is that citizenship as an ascribed characteristic is a central
mechanism ensuring the maintenance of high between-country inequality in the
modern world-system today. As such, membership in the political community of
citizens has made for the relative social and political inclusion of the
populations of Western European nation-states under both jus soli and jus sanguinis arrangements, yet at the same time has
accounted for the selective exclusion of the colonized and/or non-European
populations from the same social and political rights throughout recent
history.
The paper accordingly argues that the widening
of the worldwide inequality gap is paralleled by an increase in the
commodification of citizenship. To this end, it looks at the emergence of
official economic citizenship programmes (aka
“citizenship by investment”) as well as at the illegal trade in EU passports
(“buy a EU citizenship” schemes) in Eastern Europe and the Caribbean as similar
strategies of eluding the ascription of citizenship through recourse to the
market. Visa-free travel to core countries, citizenship of a Schengen zone
state, or even the right to work in the European Union thereby become available
for the (moderately or very) wealthy, consequently linking the inequality of
income and property with the access to property commodified
in the form of citizenship. Citizenship is thus shown to be not only a core
mechanism for the maintenance of global inequalites,
but also one ensuring their reproduction in the postcolonial present.
Patrick Bond (University of KwaZulu-Natal, Durban)
“Territorial alliance formation and dissolution as building blocs for geopolitical theory”
David Harvey
identifies (in The New Imperialism) “a cascading and proliferating
series of spatio-temporal fixes” to persistent
economic crisis. These fixes do not result in crisis resolution, but
instead, lead to new contradictions: “increasingly fierce international
competition as multiple dynamic centers of capital accumulation emerge to
compete on the world stage in the face of strong currents of overaccumulation. Since they cannot all succeed in the long
run, either the weakest succumb and fall into serious crises of devaluation, or
geopolitical confrontations erupt in the form of trade wars, currency wars and
even military confrontations.” The territorially-rooted power blocs generated
by internal alliances (and conflicts) within national boundaries, or
occasionally across boundaries to regional scale, are the critical units of
analysis when it comes to fending off the devalorization
of overaccumulated capital. By uncovering these units
– which, aside from ‘circuits of capital’, are not sufficiently studied within
IR and IPE – it is feasible to root a durable geopolitical theory appropriate
for understanding uneven and combined development. The paper considers the past
half-century of territorial bloc formation and dissolution within world
politics, amidst repeated bouts of overaccumulation
crisis.
Eric Bonds (University of Mary Washington) “Global
Humanitarian Norms and Hegemonic Power:
Terrorizing Violence in the Long Iraq War”
In an
important essay, Tilly argues that terrorism is a concept without analytic
utility. To Tilly, it is a military and
political tactic widely used both by states and non-state groups, but its
meaning is fraught with so much political weight that it cannot be responsibly
used by social scientists. This paper,
on the other hand, argues that political violence used to send messages of
threat and intimidation to civilian populations does indeed deserve special
study, but suggests the term “terrorizing violence” in order to emphasize the
importance of studying state practitioners of such violence as much as that
committed by small non-state groups.
Specifically,
this paper situates the United States as a hegemonic power, which seeks to use
military coercion, including the use of terrorizing violence, as a means of
shaping and controlling the global political economy. Of course, U.S. policy-makers understand the
limitations of military force alone in efforts to promote and sustain hegemony,
and so must bolster their cultural power in hopes of gaining the consent of a
critical mass of nations. This may mean,
however, championing the ideals of “human rights” and the “laws of war” that
exist within the larger contemporary global political culture. These are contradictory desires that pose a
real challenge to U.S. policy makers.
This
paper proposes that policy-makers sought to solve this problem in the long Iraq
War (1991-2011) by implementing two novel forms of violence, first the
sanctions regime put in place from 1990-2003 and the 2003 “Shock and Awe”
invasion of Iraq. The paper
characterizes both tactics as instances of terrorizing violence because they
were directed against civilians, upon whom they took a heavy toll and to whom
they intended to send messages of intimidation, just as much as they were
utilitarian policies of military containment or conquest. At the same time, of course, such policies
could never be acknowledged as such by U.S. policy makers. This paper then attempts to understand the
legitimation of policies of egregious violence.
But going beyond more conventional studies of legitimation that focus
primarily on discourse, this paper attempts to underscore how the need for
legitimation shapes the very construction of certain acts of violence
themselves in the contemporary world.
In summary, then, this paper attempts to
explain the emergence, execution, and outcomes of two methods of warfare during
the long Iraq War in terms global political culture and the political,
military, and economic structure of the world-system. The paper speaks to ongoing debates in
sociology and international studies about what power global norms have to
constrain state violence, whereby some social constructionists argue that
global developments since the Enlightenment have put the world on a trajectory
toward a future of diminishing warfare, and while many political economists
predict a future with greater violence due to the decline of U.S. hegemony,
increasing resource scarcity, and the impacts of global warming. The paper uses a historical case study method
based on an analysis of primary and secondary sources.
Astra Bonini (Columbia University) “The
Rise of China: Implications for Raw Material Producing
Countries in Comparative Historical
Perspective”
This
paper examines changes to the structure of leading sectors in the world
political economy from a comparative historical perspective. With a focus on China’s rise and subsequent
changes in the positions of natural resource producing countries in the world
economy, this paper questions long standing assumptions that natural resources
are subordinate sectors to manufacturing.
By comparing key characteristics of China’s economy
with nineteenth century Britain and twentieth century US, this paper finds that China’s emergence as a leading
economy in the world would likely improve development outcomes for many raw
material producing countries while limiting opportunities for countries
specializing in many types of manufactured goods. First, China’s
economic specialization in manufacturing requires liberal trade policies toward
raw material imports like oil and iron ore much like those of Britain toward
cotton and grain producers during the nineteenth century. Second, the small scale and decentralized
nature of the manufacturing sector in China reduces China’s bargaining power
against raw material suppliers. This
contrasts with the vertically integrated, multi-national structure of most US
corporations which have competed with raw material producers for extraction
revenues. Third, in terms of market size
and trade orientation, the interest of the government is in expanding the
markets of other developing countries to absorb China’s excess exports and in
securing supplies of raw materials. To
this end, the Chinese state offers loans on very attractive terms, and supports
infrastructure related projects in raw material producing countries in exchange
for access to natural resources. This is
a similar pattern to the capital investments Britain made in railroads and
other infrastructure during the nineteenth century and differs from patterns of
US investment during the twentieth century. On the whole, there are signs that
China may offer opportunities for development in raw material producing
countries that were not in place during the twentieth century under US economic
leadership and are similar to the conditions encountered by raw material
producers like Australia and the United States during the nineteenth century.
Thomas J. Burns (University of
Oklahoma)
“A Theory of
Ecological Mismatch in a World-Systems Perspective”
A
number of mismatches between human social organizations and the natural
environment in modern world-systems tend to shape causes and outcomes of
ecological problems. Societies have
experienced environmental degradation throughout history—yet with unprecedented
ability to make incursions into the earth, an increasingly interconnected
global economy and extreme inequalities of wealth and poverty, scales of
production, consumption and degradation now are more ubiquitous in the modern
world-system than in previous times.
Social and economic processes have become intertwined with environmental
problems that manifest on levels from the local to the global. I explore these issues around the following
major themes: 1) Causes as well as
degrees of environmental degradation vary by position in the global economy; 2)
Particularly in large-scale systems, there is a mismatch between the logic of
economies of scale and ecologies of scale; 3) Many environmental problems have
a recursive element, occurring on a number of levels (e.g. individual,
community, civil society, national, global); this often leads to instances of recursive
exploitation; 4) There is often a mismatch between the causes of environmental
problems, and the institutions that could optimally address them. The paper synthesizes these problems in a
world-systems framework and concludes with a discussion of praxeological
implications.
Marco Bulhões Cecilio (Federal Univeristy
of Rio de Janeiro)
“A Braudelian
perspective on the contemporary financial sector as a wealth accumulation
center: findings from the 2007/2008 financial crisis”
The
2007/2008 crisis has prompted a number of studies and investigations, which
revealed the inner workings of the financial sector and exposed rarely seen
details of its operations. This literature has primarily focused on the origin
of the crisis, but this paper uses such evidence in a broader perspective:
to compare contemporary wealth accumulation patterns and strategies with the
ones crafted at the formation of our world-system. In order to conduct this
analysis, Fernand Braudel’s
work is revisited and five historical recurrences from 12th to 18th
centuries are identified. Through this lense, the
recently revealed financial operations as well as the conditions that allowed
them to take place are analyzed. Although significant changes
are encountered over time, such as the increasing importance of ideology
as the power foundation of these lucrative operations, results point to the
continued validity of these historical recurrences. Operations that
deliberately restrict market forces - Braudel’s
counter-market - remain at the center of the wealth accumulation process and as
critical elements in the power struggle between nations. Moreover, such
operations persist as a privilege of a few, well-connected groups that
enjoy unparalleled economic freedom.
Jenny Chesters (University of Canberra)
“The Effect of Neoliberalism on the
Distribution of Wealth in the World Economy”
For much of the past
few centuries, global wealth has been concentrated in the core nations within the
world economy. Core nations imported raw materials from peripheral and
semi-peripheral nations and exported manufactured goods to these nations
exploiting the global market to ensure the prices of commodities remained low
and the prices of manufactured goods remained high. When the advanced economies
in the core embraced neoliberalism during the 1980s and 1990s, national
governments lost control over their currencies and the flow of capital into and
out of their national economies. Manufacturing in core nations relocated to
semi-peripheral nations with cheaper labour and lower environmental standards.
Semi-peripheral nations were well placed to take advantage of the new
opportunities opened up by neoliberal policies becoming exporters rather than
importers of manufactured goods. Consequently, in core nations, unemployment
increased, wages stagnated and debt levels increased as individuals accessed
easily available and cheap credit to support their high standard of living
leading to a net loss in their wealth. Although between-nation inequality
decreased, within-nation inequality increased as neoliberal policies resulted
in a declining middle class in core nations and a developing middle class in
semi-peripheral nations. Due to the reluctance of national governments to
collect wealth data, tracking trends in both the national and the global
distribution of wealth is difficult, however using data collated from Forbes
Magazine lists of billionaires published between 1987 and 2011, it is possible
to examine trends in the distribution of global wealth. Preliminary results
show that the proportion of global billionaires residing in three core nations:
the United States, Germany and Japan declined over time whereas the proportion
of global billionaires residing in three semi-peripheral nations: India, Russia
and China increased over time. In 1987, there were no billionaires residing in
Russia or China and just one billionaire residing in India. In 2011, 22 per
cent of the global billionaires resided in these three nations. On the other
hand, 66 per cent of the global billionaires resided in United States, Germany
and Japan in 1987. In 2011, just 40 per cent of global billionaires resided in
these three core nations. Furthermore, in 1987, the three semi-peripheral nations
accounted for just one per cent of global billionaire wealth whereas the core
nations accounted for 70 per cent of global billionaire wealth. In 2011,
billionaires residing in India, Russia and China held 19 per cent of global
billionaire wealth and billionaires residing in the United States, Germany and
Japan held 40 per cent of global billionaire wealth. These results suggest that
the distribution of wealth on a global level has changed over the past 25 years
moving from the core to the semi-periphery. There is also evidence of a trend
over time for the billionaires from semi-peripheral nations to relocate to core
nations suggesting that over time the core may regain its share of billionaires
and billionaire wealth by accepting billionaire immigrants.
Wai Kit Choi (California State University- Los Angeles), Andrew Duncan and David A. Smith (University of California-Irvine)
“Shanghai and Hong Kong: Competitors for World City Prominence in China?
As China’s economy
continues to grow, and Shanghai’s role as the world’s gateway city to this
increasingly dynamic economy becomes more prominent, there is an active debate
about whether it should be considered a top-level “global city.” A global city is the command center of the
network of international/regional business exchanges (Sassen,
2000 and 2001). Some believe that
Shanghai may soon supplant Hong Kong as the leading world city of China. Moving up the world city hierarchy is
frequently seen as economically and geo-politically important because these (competing?)
cities function as premier nodes for global network links to the giant, rapidly
growing, economic dynamo of China, a growing magnet for wealth and power in the
contemporary world-system.
This essay focuses on
the alternative roles played by Shanghai and Hong Kong
within a Greater Chinese division of labor and its brand of state-led
capitalism. In particular, we look at
how these cities changed in the decade following China’s accession to the WTO –
the same decade that saw the birth and expansion of internationally competitive
Chinese firms, and the global economic crisis.
Firms, both foreign multinationals and domestic ones that strive for
international competiveness, are locating their headquarters in the two
cities. Finally, we will look at
differing functions in finance, where Hong Kong, in particular, is currently
one of China’s offshore renminbi financial centers. Trades between
mainland Chinese companies and those from other countries can be settled in renminbi through
banks in Hong Kong. The city is now a testing ground for the
internationalization of the currency---a part of the Chinese government’s
strategy to promote greater use of renminbi in global trade. Ultimately, Shanghai and Hong Kong
may not compete with each other so much as they fill different, possibly
complementary roles.
To some extent, this
line of thinking may seem to be contrary to some global city approaches, which
envision an emerging global economy that de-emphasizes the role of nation
states in favor of these cities.
However, by focusing on the continued role of the Chinese state in
constructing not one, but two global cities, we are emphasizing the place-ness
of cities (Sassen 2001). This part of the world city literature,
though perhaps less common, recognizes the important contribution of local and
state politics and culture upon the formation and success or failure of major
urban areas (Marcuse & Van Kempen 2000; Jacobs
2006). This is particularly true in the case of Asian global cities which
emerged and flourished within the developmental state model of economic
governance (Hill & Kim 2000, Sassen 2001, Wong 2003).
Rak koo Chung (SUNY-Albany)
“Global and Local: Elites and
the Dynamics of
Nominal Democratization”
Many
democracy scholars note the paradox of contemporary democracy, in that the last
decades
of the past millennium
witnessed two seemingly incompatible trends, an increase in the quantity
and a decrease in the
quality of global democracy. Previous theories of democratization cannot
explain, and did
not predict, the massive emergence of low-quality democracies. To fill this
gap,
I
define nominal democratization as
a transition of a nondemocratic regime to a low-quality
democracy, and propose
alternative theories of democratization, which serve as tentative models
for the comparative
historical analysis of carefully selected cases: South Korea and Nigeria. For
Korea,
I focus on the years before and after 1987. For Nigeria, the years around 1999
are of
interest.
Employing the elite conflict framework, I plan to investigate why and how the
ruling
elites of
nondemocratic developing countries decide to nominally democratize in response
to the
pressures from
various domestic and international actors, as well as under the particular
structural and
institutional settings. In particular, I pay great attention to the economic
factors
and the roles of
economic elites in order to explain how low-quality democracy spread from both
developed democracies
and nearby nascent low-quality democracies.
This paper can contribute to the
field of democracy studies in two ways. First, it attempts
to overcome the
problems about the existing theories of democratization. While existing
theories
mainly focus
on either endogenous (i.e., domestic) or exogenous (i.e., international)
factors, I
incorporate both
endogenous and exogenous factors into my models. Also, while existing
theories tend to
focus on the issues of consolidating democracy and neglect the emergence of
low-quality
democracies, I investigate multiple ways of nominal democratization. Second,
the
findings of this
paper can give insights into the roles of the global society (in particular,
the roles
of international
organizations and the world powers such as the U.S.) in
promoting democracy in
the Third World.
Valuable lessons about how to further develop fledgling democracies can be
learned from
the study of nominal democratizations, which abounded at the end of the
twentieth
century and are
in sharp contrast to the Arab Spring in recent years. Changes in the foreign
policy are to
be suggested to the international organizations (such as the IMF and the World
Bank)
and to world powers (notably, the U.S.), so that the global society can better
cooperate
with developing countries to further grow their democracy.
Paul S. Ciccantell (Western Michigan University)
“Oil and Gas, ‘North American Energy
Independence’, and the Future of Hegemonic Rivalry”
“North
American energy independence” received a great deal of attention during the
recent U.S. election, but this political slogan reflects an important change
underway in the U.S. and global oil and gas industries. The rapid growth of oil production from the
Canadian oil sands and of unconventional oil and gas production in the U.S. and
Canada from shale formations has reduced U.S. reliance on energy imports from
the Middle East and other volatile regions and dramatically increased North
American energy reserves. Rapid
increases in prices for energy and other raw materials in the past decade
driven by Chinese economic growth and growing competition for energy supplies
between the U.S., China, India, Japan and Europe appear to be slowing or even
reversing course in this new context.
This paper will examine these
changes in the oil and gas industry and their potential impacts on geopolitical
rivalries and the evolution of the capitalist world-economy from the new
historical materialist perspective. The
first section analyzes the geopolitical conflict over access to oil that has
shaped in critical ways the evolution of the capitalist world-economy over the
past century, highlighting the concerns with “peak oil”, climate change, and
hegemonic rivalry over the past two decades.
The paper then presents a new historical materialist analysis of the
rapidly growing Canadian oil sands and unconventional oil and gas industries in
North America, emphasizing the economic, geopolitical, and environmental
consequences of what may be a revitalized carbon-based economy in North
America. The paper then examines the
emerging potential of using these energy sources to reshape global industries
and geopolitical rivalries and hegemony in the capitalist world-economy.
Donald
A. Clelland (University of
Tennessee)
“The
Core of the Apple: Surplus Drain and Dark Value in a Global Commodity Chain”
The economic importance of unequal
exchange or surplus drain from (semi)periphery to core is often taken as the
central proposition of world-systems analysis. Even in the current period of
core economic stagnation, the scope of this drain is increasing. The dark value contained in traded
commodities is often ignored. Dark value is the embodied value of all factors
of production that are unpaid or under-costed (in
comparison with mean costs in the buyer’s area). Most of this value is not
transformed into market prices. Much dark value is not captured by capitalists
as surplus value or profit but is, instead, passed on to buyers as a form of
consumer surplus. This core-centered redistribution of the world surplus is
made possible by (and sustains) a strong “degree of monopoly,” particularly in
the design and retail nodes of commodity chains.
Using
data available through “teardown reports,” this paper will explore contemporary
transformation of dark value through quantitative estimates of dark value that
is expropriated by and accumulates in the commodity chains of Apple corporation
products. Apple iProducts are designed in the US and
are mostly marketed in the core. However, they are assembled
in China with manufactured components from around the world, largely from South
Korea and Taiwan. Dark value is extracted not only from cheap labor, but from
the unpaid reproduction costs of that labor, from the professional-managerial
contribution, from minimal profits captured by subordinate capitalists, from
cheap resources, and from environmental externalities. An absent dollar here
and absent (million) dollars there; after a while it all adds up to real, if
hidden, value.
My
argument is that Apple’s inventiveness would amount to little profit without
the degree of monopoly granted by patent law and subsequent “governance” of its
supply chain. More importantly, as an exemplar of historical capitalism within
the modern world-system, Apple delivers the goods to its core consumers.
Differences
from mainstream analysis, as well as implications for world-systems analysis
and political practice will also be discussed.
Samuel Cohn (Texas A and M
University) “Rethinking Unequal Terms of Trade: the
Crystallization
of the World into Core and
Periphery 1870-1950”
The first generation of world systems theory was
heavily dependent on Samir Amin’s unequal terms of exchange to explain how the
dynamics of international exchange divide the world into core and periphery.
Newer work has refined this either by further elaborating how core nations
compete to obtain hegemony or by respecifying
variable relationships between colonialism and peripheral status. However, Amin
is still central to world systemic discussions of why commodity production is
economically inferior to manufacturing and services.
This
pillar has now become unsustainable with Jeffrey Williamson’s work on trade
relations 1870-1950 – which show industrialization in the periphery being
linked to adverse terms of trade rather than favorable terms of trade.
These
findings parallel an intuitive observation. High value commodities such as
petroleum or diamonds undercut Amin’s arguments by providing significant
monopoly rents and favorable terms of trade to commodity producers. Attempts to
explain away the effects of petroleum by invoking a “resource curse” or an
“enclave economy” have largely been ineffective. Between 1870 and 1950, every
nation in the Western Hemisphere that significantly improved its economic
performance relative to other nations was a petroleum producer – including both
core nations such as United States, Canada, and semi-peripheral nations such as
Mexico and Venezuela. Australia and New Zealand become core nations almost
entirely on the basis of trade in wool, a simple commodity.
This
paper respecifies the relationship between commodity production, terms of trade and status within the world
system by considering the determinants of economic growth in the nations of the
world between 1870 and 1950.
It is argued that what varied between nations in
this period is the size of their “multiplier” effect – the interrelationship
between lucrative base sectors such as monopoly manufactures or valuable
commodities – and the reinvestment of the profits from same back into the local
economy. This is commonly known as articulation.
We
follow standard world systems thinking in arguing that articulation is affected
both by latifundism and by the presence of
international debt crises. We also make orthodox Hirschman style arguments
about upstream and downstream linkages. However, we also add new arguments
about a) the role of the administrative arrangements concerning the production
of high value commodities and b) the autonomous role of local states in
channeling base sector resources into local consumption and local
investment. Western hemisphere oil
economies had administrative arrangements that were vastly superior to those of
the Middle East which are falsely thought to characterize resource economies as
a whole. We also discuss state
investment in education – a local autonomous response that varied enormously
both within the core and within the periphery during this period.
Gary Coyne (University of California-Riverside)
“The Political Economy of Language
Education Policies”
Comparative,
macro-level studies of education and economic development are often undertaken
with the assumption that schooling generates human capital useful for
development. However, some elements of the structure of contemporary school
systems may be better understood in world-systems terms and this research
focuses on the way foreign languages have been incorporated into school
curricula in the developing world.
Schools in virtually all peripheral countries
require the study of a language of a core country while schools in core
countries include languages of the periphery infrequently, if at all. Moreover,
the development of language education materials and the elaboration of academic
disciplines which supports that activity is generally
carried out by highly paid knowledge workers in the core. These materials are
then distributed in the periphery by philanthropic foundations, INGOs or other
groups based in the core. This pattern of activity may represent a direct transfer
of surplus value from periphery to core.
Less direct, but still unequal, exchanges may
arise from the structures of international communication. There is core
dominance in ownership of global communication infrastructures and the
languages of the core are almost always the official languages of IGOs, INGOs
and other transnational actors. This means the burden of learning the languages
most useful for international communication is incumbent on peripheral actors.
Thus cultural elements from the core are needed for development by the
periphery yet equivalent cultural elements from the periphery are much less
important in the core (and perhaps hold only novelty value). If it is not
language education policies per se which are exploitive, patterns of global
language use may structurally favor core interests.
Extensive study of core languages in the
periphery may open up the later to economic exploitation either directly
through educational aid or indirectly through cultural practices and
communication networks. This hypotheses is tested by
suggesting that school time spent on the study of core languages in schools in
the periphery should have a negative effect on subsequent economic growth.
Statistical analysis in a large sample of non-core countries with observations
from 1980 to 2005 show little connection between national level foreign
language policies and GDP growth; there are no significant effects of how much
or what languages are taught on peripheral mobility (when controlling for
robust predictors of economic growth). While this does not support the more
direct linkage of foreign language education patterns and the structure of the
world-system developed here, it may imply that such patterns of unequal
exchange are subtler. At the same time it clearly throws doubt onto conceptions
of development that link schooling directly to human capital and on to economic
growth.
Daniela Danna (University of Milan)
“Population in the core, the semiperiphery, and the periphery in the current B phase”
World-system analysis lacks an organic incorporation of demography
into its theory: even the most serious attempt of connecting demography and WSA
in the periphery (Ward 1984) produced an inaccurate forecast: a continuously
positive trend in the birth rate for countries with dependent development. In
fact at the time of Ward's writing the birth rate was peaking. Population
pressure was listed by Chase Dunn and Podobnik (1999)
as a factor positively influencing the probability of future core wars. They
attributed the slowing down of population growth to the economic stagnation of
the current B phase, and judged that the birth rate will rise again as soon as
another A phase will establish itself. Wallerstein
(1974, 1979, 1980, 1988) also connected the lowering
of population pressure with the B phases of the capitalist world-economy, in
contrast with the B phase preceding 1450, in which population in Europe
declined. Economic expansion in WSA is generally correlated with population
growth.
In this paper I will report my exploratory study of population
trends and their causes in the different areas and social classes of the
world-system in the current B phase. To cover the theoretical gap, I am merging
WSA with valid theories on demographic change (Danna, manuscript). In
particular, the paper will explore theories that underline the demographic
effects of the incorporation of women into the paid labor force and the
importance for households of investing in the education of children as
production forces incorporate more and more complex technology (e. g. Caldwell
1982, Handwerker 1986). There is already common
ground with the subsistence perspective in seeing procreation as a part of the
work performed outside the money circuit that helps the production of value in
the capitalist circuit: “The more human beings, the more surplus value is in
principle possible” (von Werlhof 1984: 143).
As this study is exploratory, I will single out only certain
countries relevant for their position in the world-system: India, Italy, Kenya
and the U.S. I will focus on these countries not for comparative purposes, but
to start gathering empirical data and interpreting them on a small scale before
compiling the data sources for the whole of the areas. Italy is sometimes
designed as a core and sometimes as a semiperiphery
country (see Grimes 2000 for a review of methods).
Nevertheless it is an example of a declining trend in the interstate system. On
the contrary, India is an ascending state in the semiperiphery.
Kenya is a decidedly periphery country holding a regular census, and the U.S.
is, of course, the hegemonic power of the core.
Fertility trends in these countries vary greatly with the number of
children per woman in Italy being among the lowest and in Kenya among the
highest. Italy also shows a very different regional birth rate, having an
“inner periphery” in its south.
My aim is to explore whether the demographic diversity among the
four countries in the current B phase can be related to the theoretical
framework of WSA.
Ray Dezzani,(University of Idaho) and Colin Flint ( University of Illinois at
Urbana-Champaign) “One Logic,
Many Wars: The Variety and Geography of Wars in the Capitalist World- Economy, 1816-2007”
A
world-systems approach is adopted to conceptualize the time-space dynamics of
the capitalist world-economy from 1816-2007. Using the paired-Kondratieff model
of hegemony the pattern of war is expected to follow a cyclical pattern with a
particular geographic expression for different phases of the cycles. The one logic
approach, that see s political processes of conflict and cooperation as
inseparable from the imperatives of capital accumulation is adopted. The one logic reasoning suggests that war must be differentiated
into different types to reflect the different processes of the capitalist
world-economy, and that different types of war will occur as different
processes of accumulation and competition become dominant in different phases
of hegemonic cycles. The following types of war are identified: Frontier, Imperialist,
Colonial, Neo-colonial, Collaborationist, Resistance, State resistance, and
Territorial. Furthermore, the geography of war is a function of two spatialities that interact because of the core-periphery
structure of the capitalist world-economy and the related geography of
inter-state territoriality. Hence, the connectivity between core and periphery
zones of the world-economy is best represented as a network relationship while
the politics of competition between states is best represented through a
spatial relationship of probability/likelihood contiguity functions. Us
A
stochastic “field” interaction approach on a hierarchical network is presented
as a possible analytical solution. This
analytical approach utilizes spatial interaction likelihood kernels to
approximate local network covariance structures. The covariance matrix can then
be coupled with a Markov field spatial probability model to evaluate conflict
asymmetries and spatial anisotropies.
System entropies can then be used to assess local and general changes in
conflict configuration.
Duncan, Andrew (see Wai Kit Choi (California State University- Los Angeles), Andrew Duncan and David A. Smith (University of California-Irvine))
Tamer El Gindi (University of California,
Irvine) “Income
Inequality and Economic Globalization: A
Longitudinal Study of Muslim-Majority Countries (1963-2002)”
Evidence from recent revolutions in the
Middle East and their consequences indicates that income inequality—along with
other factors—could well affect the stability of nations. Arab countries in specific, and the broader Muslim countries in general, have
been under dictatorial regimes for decades, preceded by foreign colonization
that greatly helped to shape these countries’ futures. Western powers were (and
still are) consistently keen to stretch their influence to extract these
countries’ vast natural resources—either directly or indirectly—in a certain
way that resembles a standard core-periphery relationship as explained by
world-systems scholars. What are the trends in income inequality in these
countries? And how has economic globalization, manifested in trade openness and
increased foreign direct investment, affected income inequality? This research
utilizes a world-systems approach to unravel some of the underlying
complexities of this phenomenon by exploring potential causes for increasing
income inequality in 15 Muslim-majority countries during 1963–2002. I estimated
different models using fixed effects regression models on an internal
development model and world-systems indicators. Results showed that both trade
openness and foreign direct investment have robust positive effects on income
inequality while other economic/social/political variables did not show the
same robust effects. These findings add to previous literature on
globalization’s effects on income inequality and warrants policy makers to
fully integrate income inequality as a major factor in their development
plans.
James Fenelon (California State University at San Bernardino)
“Indigenous Alternatives to the
Global Crises of the Modern World System”
The
modern world system has “developed” a set of global crises that are based on
the same set of principles and practices that supported the European expansion
over the Americas and creation of capitalism and industrialism. These crises
include devolution of the environment, competitive states during the decline of
a hegemon, decreasing new lands for resource extraction, increasing inequality
both locally and globally, and lessening involvement of community for
socio-political representation. These same crises are partly the product of
five hundred years of concentrated destruction of existing indigenous societies
with healthy practices for each of these social systems. This paper reviews
those historical processes, identifies existing indigenous peoples and their
movements, and proffers a set of alternative “developments” with models based
on indigenous social systems that do not threaten states (nor the neoliberalism
that emerged last century) but do allow local, community-based and sustainable
societies to flourish within the existing global orders. Indigenous peoples in
Central and South America, and their movements, are especially important in
this analysis, with strong resonance in south Asia, the Pacific region, North
America, Africa and Australia.
Flint, Colin (see Dezzani
and Flint)
Ben Derudder (Ghent University) (see Taylor, DeRudder, Hoiler and Ni)
Antonio Gelis-Filho (Fundação Getúlio Vargas-EAESP ) São Paulo)
“The “vinte gloriosos”: Brazil in the World-System, 1989-2012”
Much has been written about Brazil’s growing
geopolitical clout and fast-developing economy. Moreover, Brazil has been
placed among the progressive regimes of the Global South, mainly because of the
Worker’s Party raise to power in 2003 and a small improvement on the country’s
still very high social inequality. From the cover of The Economist to
the pages of The Guardian, Brazil has received so much praise for its
success during the last couple of decades that one could be tempted to call
that period the “vinte gloriosos”,
literally “the glorious twenty”, evoking the French expression “les trente glorieuses” that is
often used to define the post-war period of economic expansion.
In this paper, however, I present a
less optimistic view of Brazil’s situation in the world system, based on social
and economic data. I sustain that the merits of the Brazilian society explain
Brazil’s “success” only partially: the country has benefited greatly from
developments in the world-system that gave it a distorted perception of
geopolitical strengthening.
I
start my analysis on the year of 1989. That year is relevant not only for the
fall of Berlin Wall but also locally, for the first general and direct
presidential elections since 1960. I divide those years in three phases:
A.
1989-1999: The Aspiring Semi-periphery
During
those years Brazil’s elite, freighted by the growth of the left after the “lost
decade” of the 80s, decided to open Brazil’s economy and adapt it to the new
realities of the post-cold war. Inflation was defeated and the legal structure
for the arrival of late capitalism was created.
B.
1999-2009: Dreaming of Being in the Core
The
next decade would watch Brazil’s golden years: an economic, political
and social example to the world. Lula reached the status of political
superstar, someone almost any Chief of State would like to be photographed
with, capable of being praised both by capital and work. More importantly,
foreign capital – including private equity funds and such – discovered Brazil
as an alternative to a China that was growingly perceived as being hostile to
foreign-controlled investment
and a Russia that, under Putin, has reasserted itself as a geopolitical player.
In that sense, Brazil’s geopolitical silence has made it be perceived by
foreign capital as the “well-behaved BRIC”. But de-industrialization, a slow
but steady growth on private debt, high consumption expectations by the
population and a growing dependence on foreign capitals and cheap industrial
imports from China would be the ultimate consequences of that decade.
C.
2009 - : Semi-periphery’s semi-periphery?
The crisis in 2008 ended the period
of global “easy money”; more importantly to Brazil, it would slowly depress the
price of commodities. Moreover, China would overcome USA as Brazil’s largest
trading partner, exporting manufactured products and importing bulk materials.
The “BRIC illusion” of being in equal terms with China started to dissolve.
Brazil becomes a “double semi-periphery”, both to the reigning core of the
system as to the aspiring one. The era of illusions seems to come to an end.
Jennifer
Givens and Andrew Jorgenson (University of Utah)
“Global Integration and Carbon Emissions,
1965-2005”
Sociological research on carbon
emissions has flourished in recent years.
Within this body of work, some researchers have advanced a
political-economic theory of ecologically unequal exchange with a focus on how
particular types of world economic integration contribute to the carbon
emissions of nations. Other researchers
in the world polity tradition have focused on how an emerging world
environmental regime via global social and political forms of integration might
reduce the carbon emissions of nations.
In this study we engage both perspectives and evaluate their
theoretically-derived propositions in cross-national panel analyses of per
capita carbon emissions for a large sample of nations spanning the 1965 to 2005
period. The findings provide support for
both orientations, and highlight the need for more inclusive research on the
human dimensions of global environmental change.
Daniel Gugan (University of Budapest) “The EU’s regional world-system: Evaluating the
European
Neighborhood Policy in the light of regional core-periphery patterns”
Examination
of the European Neighbourhood Policy1 (ENP) through
world-systems theory
“glasses” is not common in the contemporary literature. One
of the very few authors who picked
up the subject is
Andreas Marchetti, who writes: “the ENP can be
understood as a manifestation
of the EU’s will to
create a ring of states in its vicinity to serve its purposes of protecting
itself
and of exercising
influence. To put it differently, the EU in its function as regional centre intends
to create – or
maintain – a functioning periphery (via its neighbors) in order to create a bufferzone”
2.
In this paper we will follow this theoretical approach with a slightly
different
geographical
application. With a quantitative analysis of economic interactions (trade, aid,
FDI),
we will prove the high
explanatory power of world-systems theory in the case of the EU and its
close periphery signified
by Brussels as “Neighbourhood”.
Immanuel Wallerstein’s
world-systems theory explains asymmetrical interdependencies by
signifying
different geographical areas as core, semi-periphery and periphery. While
economies
in the centrum (core)
represent high value-added economic activities with highly productive
labor and good
infrastructure, economies in the periphery represent low value-added sectors
and
low productivity with
weak infrastructure. Semi-periphery countries possess a place somewhere
in between these two.
As in our case it’s quite obvious that the EU forms a core and its
neighborhood forms a
periphery, the relations between the two can be precisely described by
using a world-systems
theory framework. By the means of geographical coverage, these
Wallersteinian “zones”
of Europe can be approximately visualized with the included map:
Within
the EU we can identify three different “zones”: the central “Blue Banana”,
which is the
de-facto
industrial core of Europe, the “wider European core”, which includes the most
developed regions
of Europe and the EU’s “inner semi-periphery”, which forms a ring of less
developed
European regions around the core. The most external (and least developed) areas
fall
into the “periphery” and
this area covers almost entirely the EU’s Neighborhood. The eastern
periphery
overlaps with the Russian semi-periphery, what can be regarded as one source of
EURussiarivalization in this area, and recent
developments in the Eastern Neighborhood are
confirming the
“dual dependency” of this region. Finally, “margin” areas are those where the
presence of
core-EU economic involvement decreases to a marginal level.
This paper will carry out a detailed
examination of economic interactions between the EU and its “Neighbours” to show dependency patterns between the
European periphery and the EU core. The methodology will involve quantitative
examinations of economic interactions and compare different production profiles
between the selected regions to show that the ENP is indeed an instrument
designed to address these manifestations of economic dependence.
Thomas D. Hall (DePauw University) “Boundaries, Borders, and Frontiers in the Contemporary
World-System
as Seen from Non-State Angles”
Boundaries,
borders, and frontiers are zones where contact, contention, conflict,
acculturation, assimilation, and accommodation often occur simultaneously. Such
frontier regions are shaped by exterior pressures and processes, many of which
are rooted in world-systemic processes and forces. Simultaneously, local
reactions to such pressure rebound to the external system sometimes forcing
some adjustment from external actors and social pressures. Globalization
processes and forces also have intense interplay with local processes. These
processes are most complex, and I argue interesting, in interactions between
external forces and actors, and local non-state forces and actors. In
particular these state and/or system interactions with non-state peoples have
been generating some of the most interesting social movements of resistance.
Indigenous peoples have always straddled modern conceptions of borders. On the
one hand, many have been forced onto circumscribed territories – most
indigenous groups in the
Bruno Hendler (University of Brazilia) “The
United States and China in the 21st century: the costs of the War on Terror and the changes in asymmetric
interdependence”
The article’s main
objective is to promote the academic debate on Sino-American relations in the
last decade and to identify possible connections between the costs of the War
on Terror for United States and relative gains for China. Based on Giovanni Arrighi’s framework of hegemonic transitions in the modern
world-system, the article intends to analyze the relation between declining
hegemonies and associated rising powers from the perspective of Joseph Nye’s
concepts of sensibility (quantitative base) and vulnerability (qualitative
base).
The first section of the article consists in a historical
research, in which changes in asymmetrical interdependence between declining
hegemonies and associate rising powers are analyzed. The study focuses on the
hegemonic transition from the Dutch to the British and from the latter to the
American. Both cases have in common:
1.
A context of gradual reduction of asymmetries between
the declining hegemony (A) and the associate rising power (B). Such reduction
occurs in favor of (B), which undergoes simultaneously a process of material
expansion related to the financial expansion centered on (A), making (B) less
vulnerable to the (real and potential) costs
imposed by the declining hegemony;
2.
A revisionist and expansionist power (C) acts as a
catalyst for the (A-B) alliance, triggering a period of systemic chaos marked
by military confrontation;
3.
In the cases of the War of the Spanish Succession and
World War I, those military conflicts meant the fighting for the security and
the vital interests of the United Provinces and
England respectively, which came out as winners. However, the economic and
military costs of these victories accelerated the conjunctural
process of increasing vulnerability and dependence in relation to the associate
rising power, which eventually became the new hegemony.
Based on
the premises of American financial expansion and Chinese material expansion
associated with American capitals, technology and markets, the preliminary
hypothesis points to the increasing quantitative interdependence (sensibility)
with qualitative changes (in vulnerability) in favor of China since the
rapprochement between the two countries in the late 1970s.
In this context, the article aims to: a) introduce data
presenting the costs of the War on Terror for
the US within the financial expansion and hegemonic crisis conjuncture; b)
identify through statistical data and secondary sources how these costs
resulted in relative gains for China as an emergent power gradually less
vulnerable to the US.
It is intended to demonstrate from the collected data that
since the bilateral rapprochement in the late 1970s the China-US relations
gained complexity and became progressively less asymmetric. The reduction of
asymmetries was accelerated in the last decade by the costs of the War on
Terror to US – costs which can be compared to the increasing vulnerability of
the past hegemonies to their respective associate rising power, due to damages
caused by the War of Spanish Succession to the Dutch hegemony and by World War
I to the British hegemony.
Hiroko Inoue (University of California-Riverside) “Evolution of Global Stratification—dynamic
interaction of trade network and land use patterns”
This study investigates the dynamic
interaction between the evolution of global stratification and the way land
have been utilized in the evolution of world-systems. In particular, how the expansion of global
trade network has changed the land use/ownership patterns in the formation of
global stratification will be examined.
The comparative and evolutionary
world-systems approach analyzes the contemporary world-system as a stratified
structure—the global hierarchy is organized as a set of economic, political and
military power differentials among national states. The modern core/periphery
hierarchy was originally constituted as a set of colonial empires in which some
of the European core states had formal legal power over regions in the
Americas, Africa and Asia. The colonial empires were abolished in waves of
decolonization, but the core/periphery hierarchy became restructured as an
unequal division of labor and a set of international economic institutions that
perpetuate neocolonial relations. The core/periphery hierarchy has evolved and
there has been some upward and downward mobility within it, but the magnitude
of global inequalities has been persistent.
The process of the expansion of land
use has been intertwined with such political and economic dynamics. The regional trade networks have formed and
reproduced economically and ecologically specialized
ethnic groups and national states over the past two millennia. Different land groups have specialized in
specific kinds of production and forms of exchange. Trade has reinforced some boundaries while
institutionalizing unequal exchange and concretizing interethnic as well as
international alliances. Land use and
ownership in this evolution of expanding network thus reflect the power
differentials of stratified world-systems.
The entitlement or various forms of ownership of land have emerged as a
form of private property in the formation of settlement over the history.
Based
on the theoretical integrations, this study examines the hypothesized
association between trade network, the land use/ownership, and the dynamic
structuring of global stratification since 1700. This study first assesses the relationship between
globalization and the forms of the use/ownership of land having a unit of
analysis as the world-systems.
Globalization is measured as the average trade openness of all national
societies.
The use and ownership of land is measured as the averaged patterns in
the use of land (croplands/grasslands, agricultural use, urban settlement,
etc.) and persistence and change of entitlement of the land of all the national
societies.
This
study also tests the association between the level of within and between-society
inequality and the types of the use/ownership of land. It forms a cross-national comparative design
having a unit of analysis as national society (or sub-national region). The level of inequality is measured by
national population size, income level, and GDP per capita. The use/ownership of land is measured each
national society.
By engaging in these multi-level
analyses, this study examines the interaction of different levels and analyzes
the changing pattern of land use as a function of trade network and global
stratification. The study expects to
find a positive association between the nature of trade networks, human land
use patterns, and the global hierarchy.
Lindsay Jacobs and Ronan Van Rossem (Ghent University)
“Political power and the
world-system: can political globalization counter core hegemony?”
The
ongoing globalization of political relations has raised questions concerning
changes to the structure of the world political economy. More precisely,
discussions focus on whether integration in the international political scene
could enhance the power and influence of smaller and poorer nations.
Traditionally, the world-system paradigm maintains that a country’s position on
- or its power in – the world system depends on its role in the international
economic network. Hence, political power is seen as a consequence of economic
power, as core hegemons are said to have established the international
political system to benefit the international capitalist class (Beckfield,
2008).
More recently
however, inequality in the world polity has been found to be declining. World polity scholars argue that as states,
especially those in poor countries, are integrating into the world polity, it
is progressing towards a relatively flat structure (Beckfield,
2008). A rise in the prevalence of political relationships between non-core
countries could increase their power and influence and suggests a divergence of
power sources away from solely the economic. This new (multipolar) political
structure could substantiate claims that the semi-periphery endeavors to counter
the core economic hegemony and classic economic order by forming IGOs’
(Krasner, 1985) or other political relations. Others, by contrast, maintain that participation in
international organizations remains biased in favor of the traditionally more
powerful (Beckfield, 2003; Hughes et al., 2009) and
that voice for smaller nations does not necessarily entail influence and power
gains (Boswell and Chase-Dunn, 2000).
Accordingly, we ask whether 1) there
is a discernible departure away from the structure of the classic economic
world-system and 2) the global political system follows the stratified
structure of the economic hierarchy or if it cross-cuts this stratification,
offering an alternative power source in the world-system. Our blockmodel was based on economic relations between 1965 and
2005 and was compared to the structure of the world polity over this period.
First, we
analyzed the ongoing integration of relationships in the political network,
while the structure of the economic world-system was kept constant over time.
Results showed a strong increase in political relationships within the economic
semi-peripheries, implying a divergence away from the dominance of the economic
core on political relations. In a second step however, this increased
integration of political relations in the economic semi-periphery disappeared
when mobility within the economic world-system was allowed for. Political
relations are thus mainly formed between - rather than within - the blocks of
the economic world-system. The semi-periphery has not become more integrated to
counter core hegemony. Rather, as political integration is associated with
economic upward mobility, political and economic integration in the world-system
coincide. These findings confirm that the international political system
remains stratified according to core power hegemony and political relationships
remain dominated by the economic core. Political integration has thus not
fundamentally altered the structure of the world-system nor has it proven to be
a viable alternative power source for non-core countries.
Jorgenson, Andrew
(see
Givens and Jorgenson)
Chungse Jung (Binghamton University)
“ Does the Semiperiphery
End?: Empirical Reappraisals on the
Perspective of
Antisystemic Movements”
In this research, I attempt to examine that
characterizations of semiperiphery and periphery are
changing in the structure and logic of the world-economy. The identification of
three broad zones in the world-economy is a key contribution of the
world-system analysis. Since Wallerstein’s relational
approach, based on the system-wide division of labor, to establishing the
divisions separating the core-semiperiphery-periphery
would be most theoretical appropriate. However, it might be contended that in a
fast-moving world, the long-established categories of the core-semiperiphery-periphery is increasingly obsolescent while
it seems like that the semiperiphery is
malfunctioning or even disappearing. Indeed, the role of semiperiphery
goes beyond a distinct intermediate position in the global division of labor.
It plays a political role in the system, diverting pressures from the
periphery. Chase-Dunn (1990) particularly argues that semiperipheral
regions are fertile grounds for both transformative actions and upward
mobility. As taking this theoretical position, I empirically attempt to assert
the notion that the existence of semiperiphey is
still significant and meaningful to sustain in the structure and logic of the
world-economy, and try to show that the characteristics of semiperiphery
and periphery is continuously evolving to adapt to the changing world-economy
with analyzing world-historical antisystemic
movement activities in the global South over the twentieth century.
For overall mapping out
world-historical pattern of antisystemic movement
activities, I use the New York Times (1920-2009) and the Times (1920-2006)
to generate systemic and long-term records of popular protest (around 20,000
protest event articles; 50 countries in the global South). The results show to
concentrate on charting temporal and spatial diffusion of antisystemic
movements across a large set of countries in the global South. For the
classification of countries in the world-economy from 1950 to 2009, I use the
latest study of network analysis applied to international trade and the
structure of the international division of labor (Mahutga and Smith 2011)
rather than the income level studies because the attribute of network analysis
is more relational and heuristic.
In the initial observations, key
issues that may be addressed follow: First, the semiperiphery
and periphery of the world-system has experienced dynamic antisystemic
activities during the twentieth century, while the core-periphery economic
structure has relatively static. Second, antisystemic
movement activities in the global South over the twentieth century are overall
declining. Third, antisystemic movement activities in
the semiperiphery are drastically decreasing, while
those activities in the periphery are gently decreasing. Fourth, the rate of antisystemic movements in the periphery against the semiperiphery is consistently increasing. Fifth, the
world-historical pattern of antisystemic movements
between the semiperiphery and the periphery is a
striking resemblance after 1955. Sixth, antisystemic
movement activities in semiperiphery show a strong
upward mobility after 1950s. Based on this empirical understanding, I will thus
compose toward a heuristic and holistic conceptualization for the
characterization of the global Periphery. Taking this further work will helps us resolve some of the inconsistencies inherent in the
usual conception of the core-periphery typology.
Sahan Karatasli, Sefika Kumral, Ben Scully, Beverly Silver and Smriti Upadhyay
(Johns Hopkins University)
“Bringing Labor Back in: Workers in the Current Wave of Global Social
Protest”
In 2011, a dramatic
upsurge of social protest across the globe captured the attention of the world
and turned public spaces as diverse as Wisconsin's Capital building, Cairo's Tahrir Square, and the streets of Athens, Greece into
symbols of popular rebellion. This wave of protest has been widely recognized
as an event of world-historical importance. Academic accounts of the protest
wave tend to see it as a confirmation that “globalization” has undermined the
central role of labor in class politics. Slovoj Zizek sees the protest wave as driven by a “salaried
bourgeoisie”, that is a relatively privileged global class of formal workers
who see their security being undermined by the global trend toward austerity (Zizek 2011). Zizek's analysis
recalls Guy Standing's widely cited argument that the social class most central
to protest and politics in the contemporary world is not the workers but the precariat, “a diffuse, unstable international
community of people struggling usually in vain, to give their working lives an
occupational identity” (Standing 2011:23).
Our
paper challenges the idea that the current upsurge signifies an unprecedented
reconfiguration of class protest and politics. We make the following arguments.
First, protest by workers about their wages, working conditions, and livelihoods has played a far more prominent role in the
current upsurge than has been normally recognized. Second, the character of
workers’ protests has not been uniform across space; however, this geographical
unevenness can be understood as an interconnected single byproduct of the
ongoing world hegemonic crisis. Third, what appears as novel forms of protest
to many observers have strong parallels with the forms of workers’ protest that
were prominent in the previous crisis of hegemony.
The
paper combines an analysis of the overall global pattern with a set of local
case studies illustrating the key types of labor unrest visible in the current
wave of global protest. For the analysis of the overall global pattern we have
constructed a new dataset based on newspaper reports of worldwide social
protest during the neoliberal period (1978-present). For the historical
comparisons we draw on the World Labor Group database (1870-1996).
Jeffrey Kentor
(University of Utah) “A
New Typology of the Global Economy: 1850-present”
This research develops a
new typology of the structure of the world economy, based upon Charles Tilly’s
(1994) theorization of the emergence of the modern nation-state system. Tilly
argued that the current inter-state system is the result of a merging of
coercive and economic power between A.D. 1000 and 1800. Prior to this time,
economic and coercive, or military, power were separate. Political units, such
as states, feudal areas and empires, were essentially containers of coercive
power, used to acquire the necessary goods, and people, to maintain their
systems. Economic power resided within cities, the centers of economic
activities in these times, and where capital was accumulated by the emerging
burgher class. As military technology progressed and warfare became more expensive,
these political organizations were forced to look to cities for the financing
of their military activities. The resulting relationship between state and
city, of coercive and economic power, solidified over this 800 year period,
giving rise to the modern nation-states of today. These modern nation-states
controlled both military and economic power.
Following Tilly, this research conceptualizes position in
the world economy as a four dimensional space of economic and military power.
These dimensions include 1) size of the economy 2) capital intensiveness of the
economy 3) size of the military and 4) capital intensiveness of the military.
Countries are categorized as combinations of these four dimensions. This
approach allows us to re-conceptualize our understanding of hegemony, mobility,
and the structure of the global economy.
Harold Kerbo (California
Polytechnic State University) and Patrick
Ziltener (University of Zurich)
“Sustainable
Development and Poverty Reduction in the Modern World System: Southeast
Asia and the Negative Case of
Cambodia”
There is wide
variation in the prospects for economic development and poverty reduction among
the Buddhist countries of Southeast Asia.
As
a follow-up to earlier historical-comparative analysis, an Abe Fellowship
supported two years of research in
Quee-young Kim (University of Wyoming) “The Meaning of the Rise of China”
One of the major historical epochs in
the contemporary world is the rise of China in its economic growth. Many
observers and scholars have speculated about the implications of it in world
politics. However, few have thought about the impact of its growth on China
itself. I will present results of analysis of three major trends: (1)
demographic change where the number of industrial workers has increased
dramatically over the years and yet will decrease; (2) organizational mode of
production where the private ownership of the means of production will increase
over the state or public owned productive units; and (3) social mobilization of
youth cohorts will increase in conjunction with increasing urbanization,
education and communication. These trends will lead to an increasing number of
protests and conflict with the authorities and will over burden the state with
increasing cost of control to maintain the communist system and will eventually
develop in a revolutionary upheaval. I note four major reasons: First, the
legitimacy of the state depends on the success of continued economic growth,
and the way how China pursues growth is exported-oriented, resource dependent
manufacturing industrialization while suppressing wages as a competitive
strategy. And the number of workers will grow and will converge in urban
industrial areas. These conditions are very likely to produce ideological
conflict with the state and the state may find itself unable to suppress the
growing demands for quality wages and the demands associated with it, including
human rights. Second, the ownership of
the means of production has shifted from state or public organizations to
foreign and private ventures under market socialism. As the economy may falter
in one way or another, those types of organization that are public may become
less efficient and more vulnerable for structural adjustments inevitably giving
rise to a widespread discontents, and these discontents are very likely to be
focused on the centralized state. Thirdly, the state will be divided from
within into the military and civilian factions. The military will actually seek
hegemonic power arguing that growing power of the military would be necessary
to secure resources from abroad and security for the state requiring more
spending on the weapon systems and high technology. The civilian sector may
seek greater peaceful rise world-wise and inclusive welfare system nation-wise.
These two forces and interests may collide on a number of issues and ultimately
break down the state. Finally, the two major new classes, the working class and
the middle class will emerge who will find the state increasingly inefficient
and corrupt. Furthermore, the newly emerging classes may perceive the state, as
a lie, because the constitution says one thing but the practice is quite
another. The contradiction between Marxist-Leninist-Maoist ideology on one hand
and market capitalism on the other will grow and galvanize class and modern
consciousness of the new proletarian and educated youth. I argue that these
changes are “developing” toward upheaval for democracy and toward collapse of
the communist one-party system.
Steve Knauss (Binghamton University)
“Unequal Exchange after Neoliberal Globalization”
Despite
recent theorizing of “the new imperialism,” particularly in the aftermath of
the occupation of Iraq, most discussions of North-South exploitation remain
grounded in the political economy of the Bretton Woods era. Those who do
attempt to consider the matter in light of more recent processes tend either:
1) to argue that neoliberal globalization is diminishing the importance of the
North-South division (in either its triumphalist “great convergence” version or
its left-wing “race to the bottom” manifestation); or 2), like much of the “new
imperialism” literature, to argue for the continued relevance of North-South
exploitation in areas other than the expanded reproduction of the capitalist
mode of production on an international scale
(i.e. imperialism as control over resources, “accumulation by
dispossession”, etc.). Contrasting with
both tendencies, I will argue that the new patterns of trade and economic
growth resulting from neoliberal globalization have heightened the centrality
of North-South exploitation and unequal exchange to the reproduction of the
capitalist system. Far from tending toward a (utopian or dystopian) “great
convergence”, 21st century capitalism is reproducing and deepening
the uneven development of the last century, and “the new imperialism” is merely
the tip of the iceberg.
Roberto Patricio Korzeniewicz and Scott Albrecht (University of
Maryland, College Park) “Global
Wages and World Inequality: Crisis or Opportunity?”
There are many contending paradigms in
the study of inequality and stratification, with little dialogue across
empirical, methodological and theoretical divides. To bridge some of these
gaps, this article presents and analyzes a new dataset on urban wages across
the world that allows us to (I) explore patterns and trends in inequality
between- and within-countries, focusing specifically on (II) the impact of the
2008 crisis on wages across the world. We draw on a unique dataset that we have
constructed using the surveys of prices and wages published every three years
since 1971 by UBS (formerly the Union Bank of Switzerland). These data allow us
to reconstruct average wages and benefits in dozens of cities (in high, middle
and low income nations) for over a dozen occupational categories. These range
from construction laborers and unskilled female factory workers, to bus drivers
and primary school teachers, to managers and engineers. Making available such a
database itself provides an important contribution to the literature, as most
studies on social stratification and mobility are generally limited to a small
number of high-income nations or methodologically inconsistent across
countries.
The
first part of the paper summarizes average wage differentials between the
skilled and unskilled across different regions and zones of the world between
the 1970’s and the mid-2000s. Unsurprisingly, our data provide compelling
evidence that national residence has been a significant and stable force
shaping the relative distribution of wages (alone, national location explains
between 67.9% of the cross-sectional variation of world wages in 1982 and 78.7%
in 2009). But the data also indicate that in the last twenty years, some
sectors of the world labor force have experienced significant upward mobility,
led by producers of tradable goods in low-wage regions. We argue that a
sociological perspective can contribute to a better understanding of these
processes by critically assessing the role of definitions of the “skilled” and
“unskilled” in the construction of categorical social differentiation globally
The
second part of the paper draws on the latest two surveys (2009 and 2012) to
evaluate the impact of the 2008 crisis across the world. Our data suggest that
producers of tradable goods in poorer cities have continued to gain ground
relative to both (a) workers in non-tradable activities within those same
cities, and (b) tradable goods producers in high-wage cities. In other words,
our data provide substantial evidence that wages in the core and the periphery
have tended to converge quite significantly over the past five years. Drawing
on these results, we argue that critical paradigms on world inequality and
stratification tend to underestimate the extent to which poor or “peripheral”
areas, once having such a status, might undergo transformations that generate
upward mobility. Instead, we argue, critical perspectives should make a greater
effort to theorize how world-historical changes in recent decades, including
the 2008 crisis and its aftermath, might be allowing underprivileged
populations to gain significant ground relative to more privileged populations
around the world.
Somjita Laha (University of Manchester) “Spatial
Movement of E-waste as Capital Flow”
The contemporary patterns of production and
consumption in the age of information capitalism are matched by globally
unprecedented waste generation. The latest challenge to the issue of waste
management is posed by toxic electronic and electrical waste or e-waste. In its
global trajectory, this waste material transcends sectors, regions and
countries along the path of least resistance covering formal realm of waste
management (characterised by strict environmental legislations) in advanced
countries to often end up in the informal processing operations (usually
outside the regulatory orbit) in the emerging and developing economies (Puckett
& Smith 2002).
The specifics of e-waste processing in different
countries are not disjoint but linked in a global network where formal and
informal agents perform diverse functions. Together, these actors and their
activities create a single system characterized by material transfer, economic
transactions and financial arrangements. Hence the international e-waste movement
and management network has no definite beginning or end and should be
understood as an uninterrupted exchange of material, finance, knowledge and
information. The existence of such a waste network further shows that
commodities are materially stable & unchanging (Gregson
et al., 2010), since they embody changing notions of value in their
post-consumption phase.
Despite the presence of a unified stream of e-waste
worldwide, various understandings of waste as resource in different
geographical settings and socio-cultural milieus account for spatially
differential treatment of e-waste. This spatial variation can be further
attributed to the level of industrial development, institutional structure as
well as history and practice of waste management in a country. E-waste is not
an end-point in the production, consumption and disposal of electronic equipments (Lepawsky & McNabb
2009), rather in this paper, its stream has been understood as a progression of
industrial capital following the Marxian exposition of circuits of capital.
E-waste functions as a resource which flows along the circuit of capital
assuming various forms as money capital, commodity capital and productive
capital in different moments of its disposal, reuse
and recycling.
This
paper looks at e-waste management in Europe (Netherlands and Belgium) and India
to understand the spatial movement of e-waste as capital, connecting the formal
recycling industries and the informal, frequently backward operations. The
internationalisation of capital is exemplified in the globally integrated
processes of e-waste generation and treatment. The research uses a GPN (Global
Production Network) framework to map the international trajectory of e-waste
along the reverse supply chain to situate the informal sector of e-waste
processing in relation to the formal and the broader context of the capitalist
economy. Additionally, it illustrates the transmission of e-waste in terms of
the Marxian circuits of capital and thereby upholds the political economy
perspective of the original World-Systems Theory. Such a connection to the
dynamics of capitalist growth and accumulation has been missing from the GVC
(Global Value Chain) approach with its narrow focus on the organization and the
coordination of globally dispersed manufacturing processes. Besides, studies in
the value chain literature have typically been applied to the production of a
particular good or a service since the point of its inception bit have been
rarely extended to the post-consumption stage of waste generation, reuse and
reclamation (notable exceptions Brooks 2012, Lepawsky
& Billah 2011, Gregson
et al. 2010, Lane et al. 2009). Also, this strain of analyses has rarely
incorporated flows and interconnections between formal and informal economies.
By emphasising the inter-linkages and dependencies between these two formal
domains of e-waste processing, the paper questions the popular understanding of
the practices and politics of waste disposal which often guide policy design.
Robert MacPherson (University of California, Irvine) "Antisystemic Movements in Periods of Hegemonic Decline:
Syndicalist Coalition-Formation in World-Historical Perspective"
Since 2010, the Eurozone debt crisis has resulted in unprecedented
social upheaval in the states of Southern Europe. The crisis provided an
opening for syndicalist unions, organizing on a radically democratic basis, to
join with urban movements for participatory democracy to defend themselves from
the damaging effects of austerity policies. This paper attempts to place
syndicalist coalitional prospects in long-term historical perspective,
analyzing syndicalism as an antisystemic movement
whose specific trajectory and future prospects can be best understood by
charting the movement as it has been affected by, and in turn helped shape, the
processes and institutions of the world-economy. Using the incorporated
comparative method and detailed process-tracings of syndicalist mobilization in
Chile and Spain, the syndicalist movement in its earlier “glorious era” of the
1920s is compared with the current upwelling of syndicalist activity in the
European semiperiphery. The results reveal how the
regulative liberalism which undercut syndicalist prospects in the British and
early US eras only prepared the ground for the current crisis. The
institutionalized unions and liberal states that “solved” the interwar crises
of global capitalism and neutralized the first wave of syndicalism now seem to
be unraveling, encouraging coalitions of syndicalist and popular democratic
movements.
Alessandro Morosin and Chris Chase-Dunn (University of California-Riverside) “Latin
America
in the
World-System: World Revolutions and Semiperipheral
Development”
This paper
discusses Latin America's changing role in the modern world-system and the
contributions that it has made, and may yet make, to the contemporary world
revolution. We review the ways in which earlier world revolutions have played
out in Latin America and the contributions that Latin American populist and
indigenous politics are making to the global justice movement. Our coding of
Latin American regimes since 1980 finds some support for the hypothesis that
progressive regimes that challenge neoliberalism are more likely to come to
power in the semiperiphery. We argue that the rise in
antisystemic movements and regimes over the past
decade in this world-region can partly be explained by the history of U.S.
hegemony in this region historically and throughout the neoliberal mode of
global accumulation (1980s to the present day). The research reported in this
paper is part of an effort to comprehend the nature of the New Global Left in
its world historical context.
Carl Nordlund (Central European University) “Preceding and governing measurements: an
Emmanuelian conceptualization of ecological unequal
exchange”
Defined
as the chronic disciplinary trespasser among the social sciences, the recent
combination of world-system analysis with ecological economics represents an
interesting and promising incursion into the natural sciences. With both
scholarly strands focusing on system totalities and interactions among
component parts, resource distributions within such systems are deemed as more
relevant than the conventional Hobbesian focus on the developmental
trajectories of the, presumably independent, component parts. The particular
novelty of this scholarly union is the biophysical lens provided by ecological
economics: world-system studies at the intersection between the social and the
material can shed new light on the most pressing and conflict-laden issues in
the contemporary world-ecology, namely the sharing of planetary bounties and
burdens.
One of the hallmarks of this disciplinary combination is
the ecological approach to unequal exchange. Although a variety of
interpretations exist, it is typically conceptualized as occurrences of
monetarily non-compensated net transfers of biophysical resources or unequal
sharing of environmental burdens. Using various metrics and methods to identify
and measure this phenomenon, previous studies in this genre overall confirm its
occurrence, to the benefit of the core.
Although
yielding interesting findings per se, the typical conceptualizations and
operationalization of ecological unequal exchange in this genre have some
significant shortcomings. First, even though the concept explicitly revolves
around exchange, very few studies analyze actually-occurring exchange on the
world market. Instead, assumed to reflect such exchanges, national indicators
of resource consumptions often constitute the empirical data. Secondly, the
concept is typically used to signify the occurrence of such net transfers of
biophysical resources, rather than more comprehensive theories of the underlying
mechanisms that lead to such occurrences. Jorgenson, however, is an exception
in this regard: by correlating the structural position of countries in the
world-system with the presumed effects of such exchanges, Jorgenson does
propose a structural theory of ecological unequal exchange. However, thirdly,
even though contemporary studies in this genre dutifully refer to Arghiri Emmanuel, they are not concerned with theories on
factor cost differentials that characterize the original theory of unequal
exchange.
This paper presents a network-analytical framework that
combines the original Emmanuelian theory of unequal
exchange with Jorgenson’s structural theory of ecological unequal exchange.
Focusing explicitly on primary commodity trade, analyzing both the monetary and
the biophysical dimensions of such flows, it is argued that such flows
represent allocations of the third Ricardian
production factor, i.e. land/resources, among nationally-bound commodity chain
segments. The structural positionality of trading
countries are subsequently established using the
formal role-analytical tools found in social network analysis. These
network-analytical findings are subsequently contrasted with the cost-resource
ratios for this particular production factor. Thus, whereas Emmanuel analyzed
cost differentials among countries for the first production factor, i.e. labor,
the suggested framework depicts ecological unequal exchange as cost
differentials of the third Ricardian production
factor as possibly related to positionality within
the world-system.
Applying
this framework on longitudinal trade data for primary commodities, the paper
traces occurrences of Emmanuelian ecological unequal
exchange during the last three decades.
Mario Davide
Parrilli (Basque Institute of Competitiveness
& and Deusto Business School)
Khalid Nadvi (University of Manchester) and Henry Wai-Chung Yeung (National University of Singapore)
“Local and Regional
Development in Global Value Chains, Production Networks and
Innovation Networks: A
Comparative Review and Challenges for Future Research”
Globalization as a process has developed exponentially
over the past twenty years, generating multiple and opposite effects for local
and regional development (LoRD). This has created
both new opportunities as well as raising new threats for local actors, both
public and private. This paper considers the prospects for local and regional
development in this context. It does this through a comparative review of three
critical analytical frameworks that have been used in recent years to examine
the changing dynamics of globalization and their consequences for local
production systems, namely global value chains (GVC), global production
networks (GPN) and global innovation networks (GIN). We provide an overview of
these distinct approaches, identifying their strengths and weaknesses. Our
argument is not that any one of these approaches is necessarily ‘better’ than
the others, but rather that to formulate a more complete and dynamic
territorial perspective on regional development in the context of globalization
there needs to be an attempt at (eclectically) integrating elements of these
three distinct frameworks. The article then goes on to show how such an
integrated analytical framework might raise new challenges for future research
on the transformative prospects for local and regional development within the
context of globalisation.
Daniel Pasciuti and Beverly J. Silver (Johns Hopkins
University)
“Developmentalist Illusion Redux?”
In
the 1970s, the rapid economic growth of a group of semiperipheral
countries—ranging from Brazil and Mexico to South Africa and Poland—was seen by
many as evidence that the income gap separating middle- and high-income
countries was being closed, and as an invalidation of the world-systems
perspective’s emphasis on core-periphery polarization and the existence of a
stable middle (sempierpheral) zone. But this
“catching up” period proved to be ephemeral. As Arrighi
and Drangel (1986) empirically demonstrated for the
period from 1938-1983, the upward mobility of the 1970s was followed by a sharp
relapse—the so-called lost development decade of the 1980s—during which the
core-semiperiphery-periphery gaps were firmly
reestablished.
Today, we are living in another period
in which the trimodal distribution of world income
appears to be breaking down—this time, with a group of rapidly growing
peripheral countries (e.g., China and India) moving closer to the middle-income
group. Prognostications that China will shortly catch up with the income levels
(total and per capita) of the Untied States are
rampant, fostering the spread of different forms of “the world is flat”
theories. The fundamental question we address in this paper is whether the
latest “catching-up” will prove to be as ephemeral as it was in the 1970s—a
prelude to another “lost development decade”—or whether we are witnessing a
fundamental transformation in the overall distribution of wealth and power on a
world-scale.
To answer this question we
empirically examine the structure of world income inequality using GNIPC (FX
conversion) data from the World Bank for 1960-2010. First, replicating and
updating Arrighi and Drangel
(whose data only went up to 1983), we plotted histograms of world income per
capita for each year, identifying the clustering of states (modes), and
classifying countries within a core-semiperiphery-
periphery hierarchy. Next, using minimum distance estimation procedures we
identified statistically significant changes in the world distribution of
income. We compared each year in the dataset to one another (as well as to a
theoretically ideal trimodal distribution) using both
the Cramer-von Mises and Kolomogrov-Smirnov
tests, generating dissimilarity matrices —that is, a distance matrix of pairwise
distinction. From these matrices we were able to (a) identify years in which
the distribution departed significantly from the trimodal
ideal type and (b) group years into distinct historical phases of
world-economic stratification.
We find that over the last decade
(2001-2010) the peripheral mode—which had been stable for many
decades—fractured into three clusters of countries, with the top two clusters
moving closer to the semiperipheral group. Whether
this “catching-up” is fundamental or ephemeral cannot be determined by simply
projecting a linear trend into the future. The final section of the paper
engages in a theoretically informed comparison of the world-historical contexts
of the two periods of “catching-up”—the 1970s and the 2010s—in order to assess
whether we are on the verge of a “developmentalist
illusion redux” or an impeding “great convergence.”
Thomas E. Reifer (University of San Diego) “The Battle for the Future Has Begun:
The Reassertion of Race, Space and Place in World-Systems Geographies
and Anti-Systemic Cartographies”
In the
last few decades, leading world-systems analysts, notably Immanuel Wallerstein and Giovanni Arrighi,
have argued that after some 500 to 700 years of evolution, the capitalist
world-system is undergoing fundamental transformation. Indeed, a host of other authors argue that
given current trajectories and instabilities accompanying today’s discontinuous
changes, either a new system or systems will emerge, or at the very least that
future trajectories of geo-economic regions and the global system will differ
in fundamental, albeit unknown ways, from past developments.
Yet as Wallerstein noted in The Modern World-System, Volume I (1974,
2012: 9),
“…the proper
understanding of the social dynamics of the present requires a theoretical
comprehension that can only be based on the study of the widest possible range
of phenomena, including through all of historical time and space,” calling
for a unidisciplinary approach to the study of social
change (emphasis added). In this same
volume, Wallerstein wrote of two major watersheds in
world history, the Neolithic Revolution and the creation of the modern
world-system. And yet, Arrighi and Wallestein
themselves, have for the most part not heeded this call to analyze planetary
and human evolution over this broader time period, focusing instead largely on
the capitalist world-system, and earlier geo-economic regions, primarily
Western Europe and East Asia.
Longer periods of human evolution, from the Paleolithic to the present, have instead been analyzed by a
host of other scholars, including Perry Anderson, Alfred Crosby, Christopher
Chase-Dunn, David Christian, Jared Diamond, Mike Davis, Enrique Dussell, Kent Flannery, W.E.B. Du Bois, Jack Goody, William
McNeill, Bernard Magubane, Charles Mann, Walter Mignolo, Joyce Marcus, Maria Mies,
Stephen Pyne, Anibal Quijano and Edmund Wilson.
This paper brings together recent
theoretically informed empirical studies on human evolution over the longue duree,
with a focus on the Neolithic revolution and the modern world-system, as well
as on antisystemic movements aiming to transform this
system into a more democratic, peaceful and egalitarian world order(s).
Particular focus is devoted to mapping possible futures for
hegemonic powers and capitalism and socialism over the longue duree, including through examining
Arrighi, Hopkins and Wallerstein’s
Antisytemic Movements, their subsequent works, and
Perry Anderson’s essay, “The Ends of History.”
The paper will also focus on related works that seek to map prospective
trajectories of the global system and alternative visions of the good society,
including the prospects for capitalism and (eco)socialism,
such as that by Walter Benjamin, Norberto Bobbio,
Terry Boswell, Christopher Chase-Dunn, Seyla Benhabib, Norberto Bobbio, Mike
Davis, John Dewey, Martin Luther King, Jr., Martha Nussbaum, Saskia Sassen, Amartya Sen, Tupac Shakur and
Roberto Unger. Finally, the paper
relates this entire inquiry about humanity’s past and possible alternative
futures to cutting edge work in the natural sciences about systemic chaos and
transformation, most especially the work of Nobel Prize winning chemist Ilya Prigogine, his colleague Isabelle Stengers
and the mathematician Ivar Ekeland,
all of whom have been particularly influential in Immanuel Wallestein’s
conceptualization of the present crisis of the capitalist world-system and the
possibilities for its future transformation(s).
Anthony Roberts (University of California-Riverside) “Neo-Corporatism in the World
Economy:
A
Cross-National Analysis of 18 OECD Countries, 1970-2005
In general, this article addresses whether the European
neo-corporatism is sustainable in the
current world economy and polity. A major and ongoing discussion
amongst policy-makers in
OECD countries has been on whether economic policy should
promote labor market flexibility
over
maintaining tripartite management of labor markets. In this discussion,
academics are
mainly in dispute over whether these market institutions are either
path dependent or they are
being fundamentally transformed by globalization. Therefore, the
main purpose of the article is
to
empirically adjudicate the fundamental contention in the comparative and global
political
economy literatures on whether globalization is causing a convergence
in national institutions or
whether they are resilient to international normative and competitive
isomorphism. First, the I
assesses whether the intensification of global production and the
industrialization of the Global
South, along with emergence of the World Polity, have resulted
in an erosion of neo-corporatist
institutions. Second, I attempt to identify whether these processes have
reduced the militancy of
organized labor, which hinders the capability of organized labor to
maintain these institutions.
Lastly, I evaluate whether these effects of globalization are
moderated by unobserved nationallevel
factors. Empirically, this article addresses these important issues based
on the results of
fixed-intercept (fixed-effects) and random coefficient regression models for
a time-series-crosssectional sample of 18 OECD
countries observed from 1970-2005.
Based on the findings , the competitive pressures of global production are
indirectly
causing a decline in both corporatism and industrial conflict through
its deleterious effects on
industrial employment and unionization. Additionally, instead of
promoting corporatism and the
militancy of organized labor, the emerging international norms of the
world polity appear to
reduce corporatism and labor military. In general, the adoption of
ILO conventions appears to be
only
ceremonially given the decline in corporatism. Lastly, there is substantial
cross-national
variation in how countries manage these isomorphic pressures, which
suggests that national-level
factors moderate the effects of globalization. Overall, the results
indicate that globalization is
causing a convergence toward liberalized and flexible labor market
and a reduction in labor
militancy. However, the competitive and normative isomorphic pressures
of the world economy
and
polity are delayed or partially resisted by national-level factors, which
suggests that
globalization is causing an incremental change towards neoliberalism in
OECD countries.
William I. Robinson (University
of California-Santa Barbara) "Policing the Global
Crisis."
The
immense structural inequalities of the global political economy cannot easily
be contained through consensual mechanisms of domination. As crisis
escalates, global elites have developed repressive mechanisms of transnational
social control to contain the real and potential rebellion of the global
working class and surplus humanity. Western military interventions,
spurious wars on drugs and "terror", systems of mass incarceration,
urban militarization, militarized policing, criminalization of immigrants and
Third World youth, new modalities of spatial apartheid and global green-zoning,
panoptical surveillance and data monitoring, manipulation of images and meaning
through new global circuits of information and cultural production - these are
some of the mechanisms of transnational social control as hegemony, in the Gramscian sense of consensual domination, breaks down and
as we move to what Poulantzas referred to as
"exceptional states." Moreover, policing the global crisis
generates new accumulation opportunities for the Transnational Capitalist Class
so that an economic logic militarized accumulation becomes fused with a
political logic of worldwide preemptive repression and coercive social control.
Robert Ross (Clark University )
“Evidence for a
race-to-the bottom in the global apparel industry”
This presentation is part of an ongoing
dialogue about the “race to the bottom” in international labor standards,
sometimes more broadly referred to as “social dumping.” Ross and Chan, in a
series of 2003-4 papers argued that without some global regulation, e.g. a
social clause in the WTO agreement, labor standards would be eroded and the head
to head competition between China and Mexico for the S apparel market would be
an illustration. Using year 2000 data
they showed the advantage in labor cost -- and control – that Chinese
production sites had over Mexican ones.
At the time of their original formulations imports from each of these
countries had roughly equal shares of the
apparel market – around 15%. Since then, while the competition
continued, restraints on imports to either the EU or the NAFTA countries which
had been imposed by the Multi-Fiber Arrangement (MFA) were abolished. Now Chinese imports are about 32% of US
imports and Mexican market share has shrunk to about 6%.
It
is in this context that a challenge to Ross and Chan’s thesis arises. In a
meticulous paper Robinson attempts to show that China’s advantage stems more
from exchange rate manipulation than from lowered wages. This paper engages
that controversy by an up-to-date analysis of the sources of US imports (with
some corollary data from the EU). Among other things the analysis shows a
thoroughgoing post-MFA rotation to all Asian sources, and internal
redistribution from higher wage Asian to lower wage Asian sources. The Race-to-The bottom, alas, is alive and
well in the global apparel industry.
The
data is mainly from the OTEXA (the Department of Commerce’s Office of Textile
and Apparel) online import database which allows analysis of country origin by
both dollar and volume; some use is made of the Eurostat’s. Other information includes a systematic
accounting of media reports of factory fires in Bangladesh as a case of racing
to the bottom.
If time permits and an undergraduate research
seminar is productive enough—both low probability- the paper will address the distinctive
difference between this discourse among sociologists and that among political
scientists on the concept of a race to the bottom.
Matthew R. Sanderson (Kansas State University) and Michael F. Timberlake (University of Utah)
“Bringing Migration Back In: A Cross-City Comparative
Analysis of the World Urban System”
From its inception, world city researchhas focused onidentifying
networks of relations linking cities in a world urban hierarchy and exploring
how position within this system affects structural changes within cities. Economic measures have been privileged as
indicators of position, or power, in the world urban system. Most world cities research uses
organizational ties (e.g., firms’ headquarters and back offices and subsidiaries)
or other economic measures (e.g., airline passenger flows or advanced producer
services firm densities) to identify a city’s position in the world urban
system.
Yet
position in the world urban system is also an outcome of non-economic linkages. Migration is the most prominent example. International flows of people generate
non-economic linkages between places and, by furthering the accumulation and
concentration of capital in cities, they constitute another indicator of
position in the world urban system.
However, although it was featured as one of the original theses of the
world city hypothesis (Friedmann 1986) and was
prominent in early research (Sassen 1984, 1988,
1991), migration has been relegated to a much lesser role in world cities
research over the past twenty years (Samers 2002;
Benton-Short, et al. 2005).
We
attempt to bring migration back into world cities research. Using a unique city-level dataset, we
describe the world urban hierarchy in terms of international urban migration
(Benton-Short, et al. 2005). We then
empirically investigate the association between international urban migration
and economic measures of position in the world urban system for up to 80 cities
across the world. The purpose is to
systematically evaluate the salience of migration as a component of world city
formation and as an indicator of position, or power, within the world urban
system. By reintroducing migration, our study extends and refines previous
research in the world cities literature and provides a foundation for future
research on migration in world urban system.
Beverly Silver (Johns Hopkins University) (see Pasciuti
and Silver; Karatasli, Kumral, Scully, Silver and Upadhyay
David Smith (University of
California-Irvine) (see Sowers, Ciccantell and Smith;
Choi Duncan and Smith)
Elizabeth Sowers (University of
California-Irvine) Paul S. Ciccantell (Western Michigan University) David Smith (University of
California-Irvine) and Paul Almeida (University of California-Merced)
“Comparing
Critical Capitalist Commodity Chains in the Early Twenty-first Century:
Opportunities
For and Constraints on Labor and
Political Movements”
There
have been a number of critical historical opportunities for labor to exert
power by interrupting long distance flows of commodities at the extraction,
processing, and transport stages. This vulnerability has been used by workers
in these industries to gain higher wages and better working conditions and to
achieve political goals in national and international arenas. In an earlier
paper, we began an examination of the opportunities for and constraints on
efforts by labor and other organizations to take advantage of these
vulnerabilities in commodity chains, focusing particularly on containerized
manufactured goods, coal, and iron ore, and on how these commodity chains are
affected by potential conflicts in these industries resulting from growing
hegemonic rivalries.
In
this paper, we build on this earlier analysis by expanding on our analysis of
the logistics sector that supports containerized manufactured trade, the global
petroleum industry and the potential for North American energy independence to
transform this commodity chain, and air transport for business and leisure
travel. In each case, we discuss possibilities and challenges for labor and
political organizing to disrupt capital in these key commodity chains. We
identify the "stakes" in each commodity chain by demonstrating the
vulnerabilities on which labor and political organizations could capitalize,
which usually stem from the capital intensiveness and global integration of
each critical commodity chain. These vulnerabilities are the factors which form
the most basic opportunities for organizing in these sectors. Our analysis
further suggests while that transport and raw materials remain vulnerable nodes
in capitalist commodity chains, there are also constraints and challenges to be
faced by labor and social movement organizations that might seek these sectors
out as locations to exert power in the world economy. As such, we also identify
key factors within each critical commodity chain that pose challenges to
organizing efforts. In the logistics sector, we focus on issues such as a
highly varied and spatially distant workforce. Where energy is concerned, we
discuss the possibility of North American energy independence. For air travel,
we highlight the growing scale of this industry, its criticality via rapid
business travel to the operations of firms and states across the world economy,
and the economic value of the air travel and linked tourism industries in many
locations.
We end our analysis with an overall assessment of whether
or not the contemporary moment is one where labor can capitalize on
interrupting flows of commerce at the points of extraction, processing, or
transportation.
Jason Struna (University of California-Riverside) “Transnationally
Implicated Labor Processes as
Transnational Social Relations: Workplaces and
Global Class Formation”
If
social class is determined in part by relationships between labor and capital
at the point of production, then in situ analysis
of workplaces and work processes remains an essential mode of elaborating class
theory. Insofar as many worksites are
implicated in transnational commodity circuits that form networks of relations
among capitalist firms and their agents, as
well as observable connections between workers in different geographic contexts
and configurations, we should expect the transnational elements of these
relations to influence the experience of class-life for workers on the shop
floor and beyond. Workplace ethnography thus provides a useful means of
interrogating these assumptions as they potentially unfold in real life. This essay presents evidence obtained from
preliminary participant-observation via
three-months’ employment on the floor of a transnationally
owned and operated warehouse and distribution center that contracts for a major
US-based retailer in Southern California. First, the essay assesses the degree
to which transnational command and control over the labor process is observed
by workers through their use of physical capital linked to other geographies by
information technology and transportation.
Second, it assesses the degree to which workers are aware of the
transnational ownership and management of the facilities in which they work through
shop-floor conversations, as well as internal memoranda and written materials
available to lower-echelon workers. The essay concludes with an analysis of how
these two factors – labor’s use of systems that are transnationally commanded
and controlled in the production process, and workers’ cognizance of
transnational labor-capital relations – affect class theorization under
conditions of contemporary capitalist globalization.
Tang Wei (Shanghai Academy of
Social Sciences)
“Cities and the
Transformation of the Global System”
The current world economy is
experiencing a transformation of spatial organization and technological &
social institutions, and global system is gradually getting fragmented. At the
same time, we see cities becoming engines of economic growth as well as centers
of increasing political significance—as can be observed by the American Occupy
Movement. Therefore the evolution of relationships of cities, sovereignty and
global system needs to be examined. As twin forces of globalization and local
development challenge national sovereignty, city entities directly enter into
the global system through diverse actors, namely multinational corporations,
governmental bodies, international bodies and non-governmental bodies which
eventually construct different type of city networks. These city networks
coalesce via “space of flows”, cities themselves becoming nodes for
self-sustaining networks.
Self-sustaining global city networks transform
global system basically through global cities, city diplomacy and norm
diffusion.
Global cities, as centers of
gravity for the global system, carry strategic resources which are historically
manifested as strategic trade routes, core technologies, and producer
services—all of which fall within the category of commerce. As climate change
and other environmental issues come to the fore, the fusion of commerce and
environmental issues are becoming more important. Strategic resources cannot be
separated from national powers, and as global cities increasingly control the
flow of those resources, they must also govern responsibly. Thus global cities
and national restructuring are becoming intertwined to promote the advance of
capitalism under the Washington Consensus, having great impact on global
governance.
Although city diplomacy does not have clear legal
status, cities may participate in international affairs, and incorporate those
relationships into local policies. City diplomacy has become an important way
to provide global public goods, and play an increasingly important role in
institutional change. It is also augmented that cities as are hubs of
technological innovation and production can also be the source of a range of
risks associated with the use of nuclear materials, greenhouse gas emission,
and the like. Managing these risks will trigger new forms of cooperation on the
world stage. Cities could also bring moral hazards, in which cities would need
to take accountability for their respective global impacts and determine their
obligations accordingly. Under this circumstance, national governments should
adjust their policymaking processes to incorporate the diplomatic power of
their cities.
Cities could also act as agents of knowledge
innovation and norms diffusion. Cities may through local-central channels
express ideas to the national authorities, and from below draw insights from
civil society. Climate change is an good example to illustrate how city
networks use its knowledge to influence nation’s norms for acting on low-carbon
issues, as well as how it can have other soft impacts within the international
system.
Considering China’s rise, the diplomatic power of
Beijing, Shanghai, Hong Kong and other major Chinese cities should be
recognized by the central government as mechanisms to promote the country’s
overall internationalization strategy. Doing so would help nurture and develop
China’s strategic resources that have a significant impact on the global
system.
Michael Timberlake (University
of Utah) (see Sanderson and Timberlake)
Peter J Taylor ( Northumbria
University), Ben Derudder (Ghent University), Michael Hoyler
(Loughborough University) and Pengfei
Ni (Chinese Academy of Social Sciences, Beijing)
“Vital positioning
through the World City Network: advanced producer service firms as strategic
networks, global Cities as strategic places”
Sassen’s
identification of global cities as ‘strategic places’ is explored through world
city network analysis. This involves searching out
advanced producer service (APS) firms that constitute ‘strategic networks’,
from whose activities strategic places can be defined. 25 out of 175 APS firms
are found to be strategic and from their office networks, 45 cities out of 526
are designated as strategic places. A measure of ‘strategic-ness’ of cities is
devised and individual findings from this are discussed by drawing on existing
literature about how APS firms use specific cities. A key finding shows that
New York and London have different levels of strategic-ness and this is related
to the former’s innovation prowess and the latter’s role in global consumption
of services. The strategic-ness of Johannesburg, Mexico City, Palo Alto, and
leading Chinese and German cities are also discussed in terms of the balance
between production and consumption of advanced producer services.