Western powers, including the U.S. and EU member states, are preparing to sign a New York Joint Statement aimed at securing submarine communications cables by excluding Chinese firms and technology. This plan emphasizes the need for data security measures and encourages alliances with trusted suppliers from friendly nations. The draft aims to prevent potential disruptions in global communications that could arise from Chinese state influence. Additionally, it stresses transparency in ownership and corporate governance of companies operating undersea networks to ensure accountability.
| Signal | Change | 10y horizon | Driving force |
|---|---|---|---|
| Western powers secure submarine communication | Shift to trusted suppliers only | More resilient global communication | National security and trust |
| Exclusion of Chinese firms from undersea cables | From reliance on adversary tech | Diminished influence of Chinese firms | Geopolitical tensions |
| Focus on supply chain and data security measures | Enhancing operational security | Greater incident transparency | Cybersecurity concerns |
| Increased transparency in cable ownership | From opaque to clear governance | Clearer accountability in suppliers | Demand for trust and reliability |
| Development of satellite backup systems | From cable reliance to hybrid | Increased redundancy in communications | Resilience against cyber attacks |