BILL ANALYSIS                                                                                                                                                                                                    �



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       Date of Hearing:   April 22, 2014

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                                 Jose Medina, Chair
                 AB 2713 (Quirk-Silva) - As Amended:  April 10, 2014
        
       SUBJECT  :   South Korea Trade Promotion

        SUMMARY  :   Requires the Governor's Office of Business and Economic  
       Development (GO-Biz) to establish a public-private partnership to help  
       guide state activities related to the export of California products to  
       South Korea and the attraction of employment-producing foreign  
       investment by South Korean investors.

        EXISTING LAW  establishes GO-Biz within the Governor's Office and  
       designates it as the state's lead entity on international trade and  
       foreign investment activities, excluding agricultural trade.

        FISCAL EFFECT  :   Unknown

        COMMENTS  :   

        1)Author's Purpose  :  According to the author, "In recent years, the  
         U.S.-South Korea alliance has expanded into a deep, comprehensive  
         global partnership, and South Korea's role as a regional and global  
         leader continues to grow. South Korea is the 12th largest economy in  
         the world, 11th in purchasing power parity, and third largest  
         economy in Asia (Behind China and Japan). Majority of South Korea's  
         trade is with USA and with Pacific Rim State, California. In 2012  
         South Korea was in the five top trading partners of California. 

         Over the past several decades, South Korea has achieved a remarkably  
         high level of economic growth and is now the United States'  
         sixth-largest goods trading partner with a trillion-dollar economy.  
         Major U.S. firms have long been leading investors in South Korea,  
         while South Korea's top firms have made significant investments in  
         the United States. There are large-scale flows of manufactured  
         goods, agricultural products, services, and technology between the  
         two countries. The landmark Korea-U.S. Free Trade Agreement (KORUS  
         FTA) entered into force on March 15, 2012, underscoring the depth of  
         bilateral trade ties. The agreement is expected to boost exports by  
         billions of dollars annually for both sides and create new  
         export-related jobs in both South Korea and the United States.

         This bill would grant greater access for Korean and California  








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         companies to extend their services and products beyond their  
         borders, and create an opportunity for economic development."

        2)Framing the Policy Issue  :  This bill directs GO-Biz to establish a  
         public-private partnership to guide the expansion of California  
         trade and investment with the state's fifth largest trade partner,  
         South Korea.  If enacted, it would be the state's first partnership  
         solely focused on one country.  This bill is consistent with the  
         state's International Trade and Investment Strategy including the  
         goals and activities related to engagement with private and other  
         public sector stakeholders, implementation of a more proactive  
         outreach agenda, and development of an interactive website to assist  
         California companies wanting to export and attract foreign  
         investment. 

         In deliberating the merits of the measure, Members may wish to  
         consider the importance of South Korea to the California economy and  
         the potential opportunities of a focused trade work-group to  
         leverage opportunities that may arise from the KORUS FTA and the  
         Trans-Pacific Partnership.  The analysis includes information on the  
         California trade economy, the KORUS FTA, and related legislation.   
         Comment 7 includes amendment recommendations.

        3)Trade Partner Background  :  South Korea is located in Eastern Asia  
         and occupies the southern half of the Korean Peninsula, bordering  
         the Sea of Japan and the Yellow Sea.  The country is comprised of  
         mostly hills and mountains with wide coastal plains in the west and  
         south.  South Korea has a population of 49 million with 47% of the  
         people between the ages of 25 to 54 years old.  Over 83% of the  
         population lives in urban areas, 15% of land is cultivated in annual  
         crops, and 2% is planted in permanent crops.  Given the small size  
         of the country and limited agricultural capacity, imports of food  
         and other resources for industrial production are particularly  
         important to the overall economy and the quality of life of South  
         Korea's residents.

         Over the past four decades, South Korea has experienced significant  
         growth and global integration to become a high-tech industrialized  
         economy.  The U.S. Central Intelligence Agency (CIA) reports, that  
         in the 1960s, GDP per capita was comparable with levels in the  
         poorer countries of Africa and Asia.  In 2004, South Korea joined  
         the trillion dollar club of world economies, and is currently the  
         world's 12th largest economy. 

         GDP in 2013 was $1.6 trillion making South Korea the 13th largest  








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         economy in the world.  Approximately 58% of South Korea's GDP was  
         attributable to services, 39% to industry, and 2% to agriculture.   
         Key industrial production includes:  electronics,  
         telecommunications, automobile production, chemicals, shipbuilding,  
         and steel.  

         South Korea exported $557.3 billion in goods in 2013 including  
         semiconductors, wireless telecommunications equipment, motor  
         vehicles, computers, steel, ships, and petrochemicals.  Top export  
         markets in 2012 included China 24.5%, the U.S. 10.7%, Japan 7.1%,  
         Hong Kong 6%, and Singapore 4.2%.  

         South Korea imported $516.6 billion in goods making it the 8th  
         largest importer in the world in 2013.  Top imported commodities  
         included machinery, electronics and electronic equipment, oil,  
         steel, transport equipment, organic chemicals, and plastics.   
         Largest import markets in 2012 included China 15.6%, Japan 12.4%,  
         the U.S. 8.3%, Saudi Arabia 7.6%, Australia 5%, and Australia 4.4%.

         In 2013, President Park Geun-hye took office and is South Korea's  
         first female leader.  South Korea holds a non-permanent seat  
         (2013-14) on the UN Security Council and will host the 2018 Winter  
         Olympic Games.  
        
         According to the CIA Fact Book, serious tensions with North Korea  
         have punctuated inter-Korean relations in recent years, including  
         the North's attacks on a South Korean ship and island in 2010,  
         nuclear and missile tests in 2012 and 2013, and its temporary  
         withdrawal of North Korean workers from the inter-Korean Kaesong  
         Industrial Complex in 2013.  Key economic challenges for South Korea  
         in 2014, according to the CIA, are balancing the country's heavy  
         reliance on exports with developing domestic-oriented sectors, such  
         as services.  

        4)U.S. Trade Agreements  :  Within a globally connected economy, trade  
         agreements create the framework by which a significant number of  
         businesses and workers must compete, collaborate, and create  
         economic value.  The U.S. is currently negotiating two major trade  
         promotion agreements, the Trans-Pacific Partnership and the  
         Transatlantic Trade and Investment Partnership.  In their current  
         iterations, these trade agreements will cover 21% of the world's  
         population, with the U.S. at the nexus.  These agreements are  
         especially important to local and regional governments which have  
         been proactive in using trade promotion activities as a springboard  
         for their own economic program.








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         The U.S. has trade agreements in force with 20 countries, including  
         Australia, Bahrain, Canada, Chile, Colombia, Costa Rica, Dominican  
         Republic, El Salvador, Guatemala, Honduras, Israel, Jordan, Korea,  
         Mexico, Morocco, Nicaragua, Oman, Panama, Peru, and Singapore.  In  
         addition to trade agreements, the U.S. maintains a number of trade  
         preference programs that allow special access to U.S. markets for  
         countries that are considered developing markets and/or where the  
         U.S. wants to cultivate a stronger relationship.  The Andean Trade  
         Preference Act (ATPA) and the Andean Trade Promotion and Drug  
         Eradication Act (ATPDEA) are examples of two such trade programs  
         which assist Bolivia, Colombia, Ecuador, and Peru in promoting  
         "broad-based economic development, diversification of exports,  
         consolidation of democracy, and to help defeat the scourge of drug  
         trafficking by providing sustainable economic alternatives to  
         drug-crop production in beneficiary countries."   

         The most recently approved U.S. trade agreement is the KORUS FTA,  
         which was ratified by the U.S. and South Korea in 2011 and went into  
         force in March 2012.  On the effective date of the agreement, the  
         USTR reports, 80% of U.S. industrial goods exported to Korea became  
         duty-free including aerospace equipment, agricultural equipment,  
         auto parts, building products, chemicals, consumer goods, electrical  
         equipment, environmental goods, travel goods, paper products,  
         scientific equipment, and shipping and transportation equipment. 

        5)U.S. Trade Promotion Agreement with South Korea  :  The U.S.  
         International Trade Commission estimated that the reduction of South  
         Korean tariffs and tariff-rate quotas on goods would add $10 billion  
         to $12 billion to annual U.S. GDP and up to $11 billion in annual  
         merchandise exports to South Korea.  The agreement was also expected  
         to support tens of thousands of American jobs. 

         Under the KORUS FTA, over 95% of bilateral trade in consumer and  
         industrial products will become duty free over a five year period  
         following the date the agreement enters into force, and most  
         remaining tariffs are scheduled to be eliminated within 10 years.   
         For agricultural products, the KORUS FTA eliminates or phases out  
         tariffs and quotas on a broad range of products, with almost  
         two-thirds (by value) of South Korea's agriculture imports from the  
         United States becoming duty free upon entry into force.  The KORUS  
         FTA would also open South Korea's $560 billion services market to  
         American companies, which could result in jobs for U.S. workers in  
         sectors ranging from delivery and telecommunications services to  
         education and health care services.








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         Many areas of the KORUS FTA are relevant to the California economy.   
         The chart below are highlights from the USTR website on the  
         anticipated benefits from the KORUS FTA to California.   

              Computers and Electronics Products - California businesses  
            exported on average $1.8 billion per year in computers and  
            electronics products to South Korea between 2008 and 2010.  Top  
            U.S. exports in this sector included digital integrated  
            circuitry, semiconductors, semiconductor manufacturing equipment,  
            telecommunications equipment, radio and television parts, static  
            converters, and magnetic tape.  

              Machinery Manufactures - Machinery manufactures exports from  
            California to South Korea averaged $1.4 billion per year between  
            2008 and 2010.  Many machinery manufactures received duty-free  
            treatment immediately upon entry into force of the agreement,  
            including products such as refrigeration compressors, valves,  
            renewable energy equipment, air pollution control equipment  
            (pumps), water filtering and purifying equipment, and piston  
            engines and engine parts. 

              Transportation Equipment - In 2008-2010, California exported  
            $581 million in transportation equipment to Korea on average.  
            U.S. exports include transportation equipment, including autos,  
            auto parts, aircraft, fishing vessels, locomotives, and other  
            transportation manufactures.   

         With the KORUS FTA only in effect since March 2012, it is difficult  
         to specifically assess its impact on the California economy.  The  
         chart below does show total exports to South Korea and the  
         comparative percentage of South Korean exports as compared to total  
         California exports for 2010 through 2013. 

 ----------------------------------------------------------------  ---------------------------------------------------------------------------------------------------  ---------------------------------------------------------------- 
        1)California's Trade Economy  :  International trade and foreign  
         investment serve as critical components of California's $2.0  
         trillion economy.  If California were a country, it would be the  
         17th largest exporter and the 14th largest importer in the world.   
         Merchandise exports from California ($168 billion) accounted for  
         over 10.6% of total U.S. exports in goods, shipping to over 220  
         foreign destinations in 2013.  California's land, sea, and air ports  
         of entry served as key international commercial gateways for the  
         $538 billion in products entering and exiting the U.S. in 2012.   
         Statewide, 4.4 million California jobs are dependent on foreign  








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         trade.  Over 562,700 California workers benefit from jobs with  
         foreign-owned firms, which accounts for 5.1% of all private sector  
         jobs in the state.  

         California's significance in the global marketplace results from a  
         variety of factors, including: its strategic southwest and coastal  
         location offering direct access to growing foreign markets in  
         Mexico, Latin America, and Asia; its nine diverse regional  
         economies; its large, ethnically diverse population, representing  
         both a ready workforce and significant consumer base; its access to  
         a wide variety of venture and other private capital; its broad base  
         of small- and medium-sized businesses; and its culture of innovation  
         and entrepreneurship, particularly in the area of high technology. 

         Mexico is California's top trading partner, receiving $23.9 billion  
         (14%) in goods in 2013.  The chart on the next page shows export  
         data on the state's top five trade partners. Other top-ranking  
         export destinations not shown on the chart include Hong Kong,  
         Taiwan, Germany, the Netherlands, and the United Kingdom. 


          -------------------------------------------------------------------- 
         |     California Export based on Movement of Goods 2012 and 2013     |
          -------------------------------------------------------------------- 
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |     Rank     |   Country    |  2012 Value  |  2013 Value  | 2012 % Share | 2013 % Share |  % Change,   |
         |              |              |              |              |              |              | 2012 - 2013  |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |     ---      |Total         |       161,880|       168,128|          10.5|          10.6|           3.9|
         |              |CALIFORNIA    |              |              |              |              |              |
         |              |Exports and % |              |              |              |              |              |
         |              |Share of U.S. |              |              |              |              |              |
         |              |Total         |              |              |              |              |              |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |     ---      |Total, Top 25 |       143,671|       149,020|          88.8|          88.6|           3.7|
         |              |Countries and |              |              |              |              |              |
         |              |% Share of    |              |              |              |              |              |
         |              |State Total   |              |              |              |              |              |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |      1       |Mexico        |        26,370|        23,933|          16.3|          14.2|          -9.2|
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |      2       |Canada        |        17,424|        18,819|          10.8|          11.2|           8.0|
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |      3       |China         |        13,970|        16,359|           8.6|           9.7|          17.1|
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|








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         |      4       |Japan         |        13,033|        12,711|           8.1|           7.6|          -2.5|
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |      5       |South Korea   |         8,246|         8,394|           5.1|           5.0|           1.8|
          -------------------------------------------------------------------------------------------------------- 
          -------------------------------------------------------------------- 
         |Source: tradeport.org                                               |
         |                                                                    |
         |                                                                    |
          -------------------------------------------------------------------- 

         California's largest industry sector by employment is Trade,  
         Transportation, and Utilities, which encompasses everything from  
         major retail outlets, to import-export businesses, to transportation  
         and warehousing.  California leads the nation in export-related  
         jobs.  The U.S. Department of Commerce estimates that for every one  
         million dollars of increased trade activity, 11 new jobs are  
         supported.  Workers in trade-related jobs earn on average 13% to 28%  
         higher wages than the national average.  

         In today's globally linked economy, manufacturing utilizes products  
         from across the U.S., as well as from other nations.  In 2012, 61%  
         ($1.3 trillion) of the products imported into the U.S. were inputs  
         and components intended for use by American producers.  In addition,  
         U.S. imports often include components or benefited from services  
         provided by U.S. firms, including many California companies.  The  
         Wilson Center estimates that Mexican imports and Canadian imports  
         contain 40% and 20% U.S. components, respectively.

         Trade and foreign investment support new job creation, bring new  
         technologies and skills to California workers, generate local and  
         state revenues, and generally strengthen the state's economic base.   
         In the future, California's economy will become increasingly reliant  
         on accessing foreign markets where a majority of global economic  
         growth is expected to occur.  

        2)Implementing Amendments  :  Committee staff has been working with the  
         author's office on amendments to more specifically operationalize  
         the objectives of the bill.  Below is a list of amendments that  
         staff understand will be offered in Committee: 

          a)   Expand the scope of the bill by authorizing GO-Biz to  
            establish one or more trade related public private partnerships  
            to help guide state activities.  Partnership may be based on  
            geography or industry sector.









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          b)   Direct GO-Biz when establishing a trade-related public private  
            partnership to also create a subaccount within the Economic  
            Development and Trade Promotion Account for donations of private  
            funds that are earmarked for the specific trade partner or  
            industry sector.

          c)   Name the public private partnership which will focus on trade  
            with South Korea the "South Korean Trade Promotion Advisory  
            Committee."  

          d)   Specify that among the issues that the public private  
            partnerships may consider are the implementation of the state  
            International Trade and Investment Strategy including funding of  
            these activities which may include attracting private donation  
            and the establishment of a market order.

          e)   Require public private partnerships to meet at least three  
            times in the calendar year.  Meeting may be by phone, over the  
            internet, or in person, at the discretion of GO-Biz.

        3)Related Legislation  :  Legislation related to this measure includes  
         the following:

          a)   AB 1032 (Blumenfield) International relations: Israel  
            Memorandum of Understanding:  This bill would have required the  
            Governor to establish a memorandum of understanding to formalize  
            a relationship between California and the State of Israel for the  
            purpose of fostering technology and business development and  
            educational opportunities in the area of clean technologies  
            including, but not limited to, solar energy. Status: Held under  
            submission in the Assembly Committee on Appropriations, May 2009.  


          b)   AB 1088 (Muratsuchi) GO-Biz Trade Office in Japan:  This bill  
            would have directed GO-Biz to establish a trade office in Tokyo,  
            Japan by 2016.  Status:  Held under submission in the Assembly  
            Committee on Jobs, Economic Development, and the Economy, 2014.  

          c)   AB 2012 (John A. P�rez) Economic Development Reorganization:   
            This bill transferred the authority for undertaking international  
            trade and foreign investment activities from the Business,  
            Transportation and Housing Agency to the Governor's Office of  
            Business and Economic Development.  In addition, the bill  
            transferred the responsibility for establishing an Internet-based  
            permit assistance center from the Secretary of the California  








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            Environmental Protection Agency to GO-Biz.  Status:  Signed by  
            the Governor, Chapter 294, Statutes of 2012. 

          d)   SB 1525 (Murray) Trade Office in South Africa:  This bill  
            would have required the Governor to instruct the Secretary of the  
            Building Transportation and Housing Agency to establish, on a  
            contractual basis, an international trade and investment office  
            in Johannesburg, Republic of South Africa.  Status:  Held in the  
            Assembly Committee on Jobs, Economic Development, and the  
            Economy, 2006.

        REGISTERED SUPPORT / OPPOSITION  :   

        Support 
        
       None received 

        Opposition 
        
       None received 
        

       Analysis Prepared by  :    Toni Symonds / J., E.D. & E. / (916) 319-2090