Suchergebnisse

From the introduction: The last two years mark a turning point in public perception of human-induced climate change as a problem of global importance. The widespread acceptance that 'most of the observed increase in globally-averaged temperatures since the mid-20th century is very likely due to the observed increase in anthropogenic greenhouse gas [GHG] concentrations' has increased political pressure on governments to reduce GHG emissions. At the same time, rising oil prices have made the reduction of dependence on energy imports and diversification of the energy mix strategic imperatives for many countries around the world. While governments worldwide are confronted with this dual challenge, it is of special relevance to China. On the one hand, China has recently become the world's largest emitter of CO2, accounting for 24% of global annual CO2 emissions. China is therefore one of the most important players to effectively mitigate global warming and pressure from governments around the world on China to join emission reductions efforts is mounting. On the other hand, energy demand is growing exponentially and China is increasingly relying on energy imports to satisfy energy needs. Worried that growing dependency on energy imports may be accompanied by foreign-policy and economic pressures that might threaten national security as well as social and political stability, China has implemented a number of policies to address this issue ranging from policies to save energy and reduce energy intensity, to the diversification of oil supply sources and routes, the support of equity oil overseas acquisitions and the build up of strategic oil reserves to the diversification of the energy portfolio. In line with the objective to diversify the composition of the energy mix, China's leadership is increasingly realizing the need to reduce emissions and support renewable energy development. At a recently held Politburo study session, President Hu Jintao exclaimed: 'Our task is tough, and our time is limited. Party organisations and governments at all levels must give priority to emission reduction and bring the idea deep into people's hearts". To address the issue of energy security, the Chinese government has adapted a two-pronged approach. While measures to promote energy savings and efficiency curb the increase in energy demand, the support of renewable and nuclear energy reduces dependency on energy imports and contributes to the broadening of the foundation of energy supply. This study focuses on China's renewable energy policy and the development of wind energy in China in particular. Commitment by the highest levels of government and a host of favourable policies have triggered a boom in renewable energy in China, especially in the wind power sector. A major step in the development of renewable energy in China has been the Renewable Energy Law that came into effect in January 2006. In addition, the government has set ambitious targets for energy intensity reduction, and share of renewable energy of primary energy consumption. China is on the way to become the world leader in renewable energies. In 2007, investment in renewable energies in China amounted to approximately US$ 12 billion, second only to Germany. In terms of installed renewable energy capacity, China leads the world with 151 GW of installed capacity, largely due to the widespread utilization of hydropower for electricity generation. According to a report by the United Nations Environmental Programme, China is the world's leading manufacturer of solar cells, with an estimated annual production capacity of 3.000 MW. China's wind power market was the third biggest worldwide in 2007 and growth rates continue to exceed expectations. In 2009, China is expected to take the lead as the largest manufacturer of wind turbines. Hydro power represents the most important source of renewable energy in China and plays an important part in the power generation portfolio, most notably since the construction of the Three Gorges Dam. Hydro capacity is expected to double to 290 GW until 2020, but concerns about the social and environmental impact of large-scale hydro power are becoming stronger. Although China is the world's leading solar manufacturer, installed solar photovoltaic power capacity amounts to a mere 0.01% of total power generation capacity (80 MW, approx. 50% of which are off-grid). Solar power equipment is produced almost exclusively for export. Considering China's enormous energy demand and the pace of its growth, deployment of solar photovoltaic power is not viewed as a first-rate solution to satisfy China's energy needs, since it features high costs and low efficiencies compared to other renewables like hydro or wind power. While China does not have significant amounts of solar PV capacity, it is the biggest market for solar thermal systems for heating and hot water supply with 64,5% of global capacity, amounting to 68 GW. Biomass covers 13% of primary energy demand, mostly used in rural households for heating and cooking. In 2007, only 0,28% of power generation capacity were fuelled by biomass. The government plans to expand biomass capacity from 2 to 30 GW by 2020. Despite the impressive progress of recent years, renewable energies - excluding hydro - only contribute less than 1% to China's electricity supply and the skies above China's urban areas continue to be shrouded by smog. Since coal-fired power generation accounts for 82,9% of total electricity supply, it is no surprise that half of China's emissions are attributable to power generation. With electricity demand growing rapidly alongside the economy, dependency on coal as the major source for power generation is likely to persist. However, as the most important source of renewable energy next to hydro, and growth of installed capacity constantly accelerating, peaking at about 130% in 2007, wind power is one of – if not the – most promising option on China's path towards diversification of the energy mix. In recent years wind power has become a mainstream source of renewable energy excelling with mature technology and power generation costs almost competitive with conventional power sources, providing a viable alternative to coal as a source of electricity generation. In 2005, just before the development of wind power started to pick up pace, the China Wind Power Training and Research Project (CWPP) of the German Development Cooperation (GTZ) saw its inception, with the aim of improving the conditions for sustained development of wind power in China. Primary objective of CWPP is the support of sustained long-term wind power development in China. To attain this goal CWPP supports the improvement of technical capabilities of private and government institutions and organizations through activities in the fields of wind power training, technical support and research. The project's engagement ranges from training of technicians in charge of operation and maintenance (OM) at wind farms to the introduction and localisation of software vital to wind resource assessment. These capacity building activities are complemented by wind power information services as well as policy advice to relevant government institutions. The CWPP activities and the indicators measuring its success are based on an analysis of framework conditions in 2003/2004. However, since then the general conditions for wind power in China have changed drastically due to policy changes inducing exponential growth of the industry. While from 2000 to 2005 total installed capacity grew at an average rate of 31%, it more than doubled in the last two years. Newly installed capacity increased at an even faster rate averaging 156% annual growth from 2005 till 2007. In light of the boom in the Chinese wind power sector, it is imperative to realign project activities with actual market conditions on the basis of an up-to-date assessment of the current situation and future outlook. This analysis of the wind power sector in China in 2008 will serve as a basis for the review of current CWPP activities with the aim of developing recommendations for adaptations where deemed necessary. Content Methodology: The study is divided into seven chapters. Subsequent to the introduction, the global development of wind power, its major drivers and trends are discussed briefly serving as a backdrop to the study. The third chapter introduces CWPP and its activities along with the current status of project implementation. The fourth and fifth chapter form the main body of this study. Beginning with the current picture of energy supply and demand, the fourth chapter goes on to introduce the relevant government authorities in charge of Chinese renewable energy policy. Since the basis for wind power development is government support, a detailed examination of renewable energy policy in China is given. The policies governing the wind power sector are reviewed in order to explore the origins of the current boom of the wind power industry. The fifth chapter offers an in-depth discussion of wind power in China, including wind power potential, current status of the market and future development as well as the situation with regards to wind power equipment manufacturers and project developers. In the sixth chapter, major determinants that have the potential to negatively affect the perspectives of wind power development in China are identified and discussed. As a conclusion, chapter seven offers recommendations for the realignment of CWPP activities according to the actual needs of the market. A series of expert interviews was conducted within the scope of the study. The experts interviewed included representatives of relevant government authorities, foreign and domestic wind turbine manufacturers, component suppliers, project developers, industry associations, universities, research institutes, consultancies, CDM agencies and environmental organizations. These interviews serve as a supplement to the evaluation of secondary literature and online sources so as to guarantee the timeliness and validity of information in the study. In cooperation with the China Electric Power Research Institute (CEPRI) and the Chinese Wind Energy Association (CWEA) the need for wind power-specific training and education for wind power equipment manufacturers and power generation companies was assessed through two separate surveys. In addition, two polls were conducted among wind turbine and component manufacturers at the China Wind Energy Exhibition 2008 in Shanghai and the Wind Power Asia 2008 in Beijing. These polls helped to identify the major challenges for the wind sector's future development in China and contributed to the assessment of the current situation with regard to human resources and qualification.Inhaltsverzeichnis:Table of Contents: 1.INTRODUCTION7 1.1BACKGROUND7 1.2CONTENT METHODOLOGY9 2.THE GLOBAL DEVELOPMENT OF WIND POWER10 2.1DEVELOPMENT OF THE GLOBAL WIND POWER MARKET10 2.2DRIVERS AND TRENDS OF WIND POWER DEVELOPMENT12 3.THE GTZ CHINA WIND POWER PROJECT17 4.ENERGY POLICY IN CHINA19 4.1ENERGY SUPPLY AND DEMAND19 4.2RELEVANT PLAYERS IN ENERGY POLICY MAKING22 4.3RENEWABLE ENERGY AND WIND POWER POLICY25 4.3.1THE CONCESSION PROGRAMME AND ORIGINS OF WIND POWER PRICING25 4.3.2THE RENEWABLE ENERGY LAW29 4.3.3INVESTMENT CONDITIONS FINANCIAL INCENTIVES33 5.WIND POWER IN CHINA39 5.1WIND ENERGY RESOURCE CHARACTERISTICS AND DEVELOPMENT POTENTIAL39 5.2CURRENT STATUS OF DEVELOPMENT42 5.3MARKET FORECAST45 5.4WIND TURBINE MANUFACTURERS47 5.5WIND TURBINE COMPONENT SUPPLIERS55 5.6PROJECT DEVELOPERS55 5.7PROJECT ECONOMICS56 6.POTENTIAL PITFALLS FOR WIND POWER DEVELOPMENT IN CHINA58 6.1POLICY59 6.2HUMAN RESOURCES60 6.3WIND FARM PERFORMANCE LACK OF TRANSPARENCY63 6.4GRID INTEGRATION64 7.RECOMMENDATIONS FOR THE GTZ CHINA WIND POWER PROJECT67 7.1WIND POWER EDUCATION TRAINING68 7.2RD AND TECHNOLOGICAL CAPACITY BUILDING70 7.3INFORMATION SERVICES71 7.4FINAL REMARKS73 Bibliography72Textprobe:Text Sample: Chapter 6.1, Potential Pitfalls for Wind Power Development in China: Wind power in China faces a series of adverse outer influences at present. Most of these are not expected to constitute insurmountable barriers to wind power development, but will impact the pace of development nonetheless. The financial crisis on Wall Street that has spread to financial markets around the world, spurs serious worries of a global economic downturn. The renewable energy sector is hit particularly hard by a deterioration of investor confidence, since many observers assume that renewable energy development same as environmental concerns will be shelved until the economies show signs of recovery. The wind industry in China will not be exempt from negative effects of the crisis. Since raising capital will prove difficult in this situation, planned IPOs will be moved back and investments may be deferred. The fall in oil prices in fear of a recession contributes to increase the discrepancy in profitability between conventional power and renewable energy projects (decrease the relative competitiveness of renewables). The rise in coal prices and the credit squeeze further draws liquidity from the market for project development. Rising prices in raw materials drive the increase in wind turbine prices. However, wind power development in China also faces a series of challenges of intrinsic nature. The tremendous pace at which the Chinese wind power sector has been evolving entails an inherent risk of undesirable developments. Reports of wind turbines not performing as expected or even collapsing, lack of due diligence in planning of wind farms, serial production errors in turbines, the counterfeiting of components. These incidents are often portrayed as isolated, but may be representative of greater erroneous trends in the industry. Government regulation will be essential in addressing the issues at stake and preventing them from becoming fundamental barriers to future wind power development. Policy: As mentioned before, government renewable energy and wind power policy have been the single most important driver for wind power development around the world. This is also true for China. A combination of wind power development targets, mandatory market share requirements, economic incentives and protective policies have created a burgeoning wind power market and a thriving domestic industry. Nevertheless, in order to prevent a bust from following the boom, a few adjustments of the policy framework are necessary in order to provide for sustained wind power development. Restrictive government policies, particularly with regard to wind power pricing and foreign investment, pose a serious barrier to the exploitation of a diverse set of investment sources for wind power development in China. Obstructive regulations for FDI, especially with regard to debt financing and CDM project ownership, serve as deterrents for foreign investors. Modes for participation in the regulatory process are unclear, as are rights to appeal regulatory decisions. The lack of a clear pricing policy guaranteeing secure and attractive profit margins for wind power projects has kept many potential investors at bay. Limited access to proper financing and insurance further discourages private and foreign investors. The development of a competitive power sector is also impeded by the dominance of state-owned power generators, who retain strong and often opaque links to state funds, while their levels of profit, subsidies and cross-subsidisation are undisclosed. The government has largely recognized the challenge to open up the market to private and foreign investors. Movement towards further improvement of the policy framework governing wind power is visible. Recently, the government has been addressing many of the most important barriers impeding wind power development. Wind power pricing policy has been slowly moving towards a more predictable and lucrative system of fixed feed-in tariffs. Government action has been taken to alleviate deficiencies regarding reliable wind resource data and the innovation capability of the domestic industry. According to some observers, CDM regulations are expected to be loosened in favour of foreign investors. Still, a number of challenges remain to be addressed, demanding government guidance in order to facilitate sustained, long-term development of wind power in China: - Enforce efforts to provide adequate wind power education and training programmes to ease the human resource deficit. - Establish strong mandatory wind turbine certification standards and support capacity building in the field of turbine testing, in order to ensure turbine quality/reliability and in the long-run improve global competitiveness of the domestic wind industry. - Facilitate smooth grid integration of wind power by: - strengthening the national power grid and interregional transmission capacity, taking into consideration the integration of wind power in the design of grid expansion plans by establishing management regulations and technical specifications to integrate wind power into grid planning; - mapping out comprehensive wind power development plans on national and provincial level in consultation with the grid companies, taking into account construction of other power generation capacity, (interregional) transmission capacity as well as the specific requirements of wind power grid integration; - redoubling research efforts with regard to the analysis of the influence of extensive deployment of wind power on the operation and management of the power grid, intensifying studies on accurate wind power forecasting to allow for effective dispatch of power and establishing a national grid code for wind turbines to ensure maximum electricity output of wind farms. - Tweak FDI, CDM and wind power policies to allow for more diversity in investment and enhance the efficiency of the power sector by creating a fair and open market. Clarify wind power pricing policies and facilitate access to government subsidized bank loans. - Increase transparency within the wind industry and power sector, e.g. with regard to information on wind farm energy output and turbine availability, in order to facilitate competition and intra-industry learning processes, enable timely identification of challenges and build investor confidence. Information transparency is also necessary to improve energy demand and (wind power) supply forecasts and thus provide for proper dispatch of power plants.

Issue 70.1 of the Review for Religious, 2011. ; Determining Change Making the: Spiritual Exercises ,Growing Spiritually Exploring Religious Life QUARTERLY 70.1 2 0 i 1 Review for Religious fosters dialogue with God, dialogue with ourselves, and dialogue with one another about the holiness we try to live according to charisms of Catholic religious life. As Pope Paul vI said, our way of being church is today the way of dialogue. Review for Religious (ISSN 0034-639X) is published quarterly at Saint Louis University by the Jesuits of the Missouri Province. Editorial Office: 3601 Lindell Boulevard ¯ St. Louis, Missouri 63108-3393 Telephone: 314-633-4610 ¯ Fax: 314-633-4611 E-Maih reviewrfr@gmail.com ¯\Veb site: ~-w.reviewforreligious.org Manuscripts, books for review, and correspondence with the editor: Review for Religious ¯ 3601 Lindell Boulevard ¯ St. Louis, MO 63108-3393 POSTMASTER Send address changes to Review for Religious ¯ P.O. Box 6070 ¯ Duluth, MN 55806. Periodical postage paid at St. Louis, Missouri, and additional mailing offices. See inside back cover for information on subscription rates. ©2011 Review for Religious Permission is herewith granted to copy any material (articles, poems, reviews) contained in this issue of Review for Religious for personal or internal use, or for the personal or internal use of specific library clients within the limits outlined in Sections 107 and/or 1{)8 of the United States Copyright Law. All copies made under this permission must bear notice of the source, date, and copyright owner on the first page. This permission is NOT extended to copying for commercial distribution, advertising, institutional promotion, or for the creation of new collective works or anthologies. Such permission will only be considered on written application to the Editor, Review for Religious. ~ gournal of Ca~hohc ~piri~uah~ Celebrating 70 Years Editor Book Review Editor Scripture Scope Editorial Staff Advisory Board Michael G. Harter sJ Rosemary Jermann Eugene Hensell OSB Mary Ann Foppe Tracy Gramm Judy Sharp Paul Coutinho SJ Martir~ Erspamer OSB Margaret Guider OSF Kathleen Hughes RSCJ Louis and Angela Menard Bishop Terry Steib SVD QUARTERLY 70.1 2011 contents prisms 4 Prisms 6 17 determining change Agents of Change: Six Models Louis M. Savary shares and explains six models of being a change agent that were created by a long ago deceased Jesuit, Joseph Grau. Christ-like Empathy in Those Who Govern John H. Zupez SJ draws on Mark's gospel to encourage religious superiors and anyone exercising authority to learn from the empathy of Jesus shown towards others. 25 44 making the spiritual exercises The Spiritual Exercises of St. Ignatius: A Path to Virtue James Menkhaus explores the Spiritual Exercises of St. Ignatius, using the language of virtue ethics and emphasizing a new understanding of the virtues of friendship and presence. Reflecting on Readiness to Make the Spiritual Exercises Myree Harris RSJ offers some possible questions and reflections for a better assessment of retreatants' readiness to enter into the full 30oday Spiritual Exercises experience. Review for Religious 59 growing spiritually Looking at Death from a Christian Perspective Julius D. Leloczky OCist reflects on the contemporary obsession with death and recalls how our Christian faith gives us a life-perspective. Spiritual Direction 101 J. Thomas Hamel SJ reflects on the practice of spiritual direction understood as a dual ministry with the roles of giving and receiving by the director and the directee. 73 84 exploring religious life Looking for Nuns, Finding Women Deacons Phyllis Zagano suggests that in light of the Apostolic Visitation of U.S. women religious the monastic framework proposed applies to the minority of institutes and religious vocations, whereas the larger body of institutes and new vocations are moving to other ways of ministering, presaging the church's return to the ancient vocation of the diaconate for women. Revisiting Obedience William P. Clark OMI reviews the challenges that contemporary culture has presented to the understanding and practice of religious obedience. departments 95 Scripture Scope: Jeremiah: A Messenger of God Caught between a Rockand a Hard Place 100 Book Reviews 3 70.1 2011 prisms 4 I t seems strange to me to be writing my own farewell as editor. In the 68.4 issue of the 2009 journal, I had written in this space that I had been diagnosed with pancreatic cancer and knew only that I had as long to live here as God wanted. As I write this, my death is not imminent, but I did want to see an orderly transition of my editor's responsibilities. I have completed 22 years as editor, and it has been for me a privilege to publish so many authors, a call to a continuing learning experience, and an occa-sion of the deepening of my own religious life. I hope and pray that our readers can also identify a learning and deepening for their religious lives as their experience of this journal. As the title page indicates, Father Michael G. Harter SJ is the new editor, beginning with this current volume. Father Harter brings his own rich life experience to this job. He has been involved in religious formation both as assistant novice director and as novice director and director of Ministry Training Services in Denver, Colorado. He has been managing editor of the Jesuit maga-zine America. He has been called to religious leadership as a community superior and as the provincial executive assistant. He has served on the board of Praesidium, the accrediting agency in abuse risk management. He has traveled exten-sively and knows church and religious life from Europe to Africa to India to Australia. In fact, he served as associate editor of Review for Religious for two years before he became novice director Review for Religious for the Jesuit St. Paul novitiate and wrote the single Prisms not under my name. At the same time, I would also like to introduce Rosemary Jermann as our new book editor. Rosemary Jermann also brings a rich experience in editing; she has been a co-editor of Theology Digest up to its last publica-tion in June 2010. Because Theology Digest was sponsored by the Department of Theological Studies at Saint Louis Unversity, Jermann also had the opportunity to teach within the department. She will also contribute her edito-rial skills to the final product of each issue. Any editor is only as good as the staff and board that monitor and support him. I have been extremely fortunate in having a devoted staff identified in Mary Ann Foppe, Judy Sharp, Tracy Gramm, and Jean Read (t), and asso-ciate editors as Iris Ann Ledden SSND, Regina Siegfried ASC, Clare Boehmer ASC, Philip Fischer SJ (t), Michael Harter SJ, Canon Law editors Richard Hill SJ (~') and Elizabeth McDonough OP, and Scripture Scope editor Eugene Hensell OSB. We as editors and staff have received invaluable help from our past and present advisory board members since 1990: David J. Hassel SJ (~), Mary Margaret Johanning SSND (~'), Iris Ann Ledden SSND, Sean Sammon FMS, Wendy Wright, Suzanne Zuercher OSB, Edmundo Rodriguez SJ, Joanne Wolski Conn, David Werthmann CSSR, Joel Rippinger OSB, Patricia Wittberg SC, Jim and Joan Felling, Kathryn Richards FSp, Bishop Carlos Sevilla SJ, Adrian Gaudin SC (?), Raymond Marie Gerard FSP, Eugene Hensell OSB, Miriam Ukeritis csJ, Lou and Angela Menard, Martin Erspamer OSB, Kathleen Hughes RSCJ, Bishop Terry Steib SVD, Margaret Guider OSF, and Paul 5" Coutinho SJ. My thanks to everyone. Remember me in your prayers. David L. Fleming SJ 70.1 2011 LOUIS M. SAVARY Agents of Change: Six Models determining change We are all called to be agents of change. It is a human calling as well as a Christian call-ing. However, we are not all called to be the same kind of change agent. A dear friend of mine, long ago deceased, Joseph Grau, a Jesuit priest for many years, created a simplified way of identifying the different kinds of change agent styles available. His naming and defining of these six models is a genuine contribution to contemporary spiritual practice, and his insights deserve to be re-presented. I share this article as a tribute to him. The Three Players in Making a Change According to Dr. Grau, there are six mod-els of change agency, each of which has three major players: (I) the People, (2) the Structure, (3) the Change Agent. Louis M. Savary PhD, STD, may be addressed at 3404 Ellenwood Lane; Tampa, Florida 33618. Review for Religious The term "People" refers to the set of persons who want or need change. Included in "People" are the individu-als and groups experiencing treatment that is unfair, unjust, unsafe, abusive, prejudicial, or cruel but who cannot effectively defend or protect themselves from the harmful situation or who cannot change and correct the unwelcome situation by themselves. Certain groups may be enduring racial prejudice, unsafe working conditions, unfair employer demands, denial of human rights, political oppression, gender discrimination, rejection by a church, or unequal treat-ment by institutions such as insurance companies, credit card companies, banks, educational institutions, or law enforcement. Individuals who want or need change might include children who are physically or sexually abused by family members, students being bullied at school, employees being harassed at the workplace, or those in neighbor-hoods that are unsafe because of gang warfare. "People" may also be extended to include animals and other forms in nature, since animals (that is, endan-gered species) and nature (that is, forests, the ozone layer) are often helpless by themselves to change an unsafe or destructive environment caused by humans. The term "Structure" refers to the unjust societal or institutional structure that is in need of change. "Structure" is the generalized term used here .for any existing politi-cal, social, cultural, ecclesiastical, or familial situation or system that allows, promotes, or condones practices that are unjust, unfair, illegal, uncaring, biased, abu-sive, or cruel to individuals or groups who usually can-not defend or protect themselves from such situations. These harmful situations may have been caused or cre-ated by unfair or unjust laws, lack of awareness, corrupt 70.1 2011 Savary ¯ Agents of Change If you choose to be a Change Agent in an unfair situation, you can play at least six different roles-- in helping to effect the needed change. 8 political organizations, racially biased societal norms, prejudicial cultural prac6ces, religious bigotry, oppres-sive government, inadequate social services, or abusive family behavior. The "Change Agent" (CA) is one who chooses to try to change an unsafe, unjust, or unfair Structure in favor of the affected People. The "Change Agent" is usu-ally viewed as an individual but could be a small group of people. If you choose to be a Change Agent in an unfair situation, you can act in at least six different ways--or play at least six different roles--in helping to effect the needed change. 1. The Advocate Agent of Change ~ The most common model of change agent is'the advocate (CA) who personally confronts the Structure on behalf of the People. The Advocate Agent is often inde-pendent of and outside the group of people for whom he or she is advocating. For example, in a class action suit against, say, a pharmaceutical company (the Structure), a lawyer (CA) personally advocates in court on behalf of the consumers who have been treated unfairly or unjustly (the People). Thus, on behalf of the People, the Change Agent tries to affect or influence the Structure: People--> CA--> Structure Lawyers are not the only Advocates. A teacher (CA) can approach the school administration (Structure) to Review for Relig4ous advocate on behalf of students (People) who need spe-cialized care or tutoring. A parent (CA) can approach the local police (Structure) and advocate for protection of children (People) who are being bullied on neighborhood streets. A therapist (CA) can write letters to Medicaid (Structure), advocating for certain patients (People) to receive disability payments. A teacher (CA) can write let-ters of recommendation to colleges (Structure), advocat-ing for certain students (People) to receive scholarships or financial aid. A physician (CA) can contact hospice (Structure) to advocate on behalf of dying patients (People). Pastoral ministers (CA) can approach the prison system (Structure), requesting religious training and other forms of spirituality for inmates (People). 2. The Empowerment Agent of Change In this second model, the Change Agent organizes and empowers the People, who then directly confront the Structure. There is a big difference between the first two models. In the Advocacy model, the CA deals directly with the Structure; in this second model the CA deals directly with the People wanting change, and not with the Structure. In this model, the CA teaches the People how to approach the Structure directly and advocate for themselves. The most obvious example of Empowerment is the community organizer. Empowerment Agents may or may not belong to the community they are empowering, but they obviously have charisma and organizing skills that most others don't possess. The Empowerment CA teaches people how to get organized, how to formulate and present their request, how to approach the people who representthe Structure; what their legal rights are, what to do in the face of resistance, how to develop a Plan B. 9 70.1 2011 Savary ¯ Agents of Change The Empowerment Agent works directly on the People, organizing and training them, so that the People are prepared to approach the Structure directly. Thus, CA--> People --> Structure In one of the social ministries at our parish, a min-istering couple (CA) trains unemployed people (People) in how to get jobs in the business world (Structure) by teaching them how to write effective resumes, how to answer questions in a job interview, how to dress prop-erly, how to network with other job seekers, and other skills useful in landing a job. Some professionals (CA) teach groups of unfairly treated workers (People) how to form labor unions in their workplaces (Structure) or how to demand safer working conditions. The Empowerment Agent knows how to generate "people pressure" to change a situation on behalf of cer-tain groups. Some years ago in Washington, DC, when natural childbirth procedures were becoming popular among mothers but not among doctors and hospitals, workshop leaders (CA) told expectant mothers (People) that they had a legal right to demand natural childbirth in a hospital (Structure). Although obstetricians pre-ferred to deliver babies through chemically-induced childbirth, the mothers' repeated demands for natural childbirth practices in hospitals prevailed. 3. The Lifestyle Agent of Change Grau's third model of change agency is the Lifestyle Agent. Here, the CA is one of the People and acts as one of them. Thus, the CA belongs to the very group of those seeking their rights or some concession they believe to be rightfully theirs. A common example is a group of college students (People) protesting some policy of the college (Structure) that they wish to change. Each of the protesting students is a CA. Or, to put it another way, Review for Religious the group of students as an entity (the People) is the CA. Although you or I as specific students in that group seem to be merely one of the protesting students, nevertheless, you and I are legitimately called CAs. In this scenario, People (CA) People --> Structure The most common forms of Lifestyle Agents include the protest march, the worker strike, the sit-in, the let-ter- writing campaign, and the political campaign. In each case, groups of people (who are both People and Change Agents) coordinate, organize, and mobilize their time, money, and efforts to change an unjust situation (Structure). During the 1960s, there was much resistance to racial integration of African Americans into white public institutions such as schools, churches, restaurants, and clubs. Two white couples in a Southern state desired to live a non-racially-prejudiced lifestyle. To an exclu-sive private school their own children were attending (Structure), they (CA) gave scholarships for a number of academically qualified African American children (People), whose applications the school could not reject. The same two couples invited African American cou-ples (People) to dine with them (CA) at their favorite exclusive "white" restaurant (Structure). The restaurant owner could either welcome the African Americans or lose the business of two wealthy white families who were regular and generous customers. The owner chose to keep earning money. 4. The Direct Service Agent of Change In some cases, the Structure (that is, the local gov-ernment) is incapable of meeting the needs of a group of People, such as the poor, the hungry, the homeless, or immigrants, because of a lack of funds or personnel. So, someone must step up and directly meet those needs. 70.1 2011 Savary ¯ Agents of Cl~ange 12 The Saint Vincent de Paul Society in church parishes is a Direct Service Agent, as are people who work in soup kitchens, who deliver food to shut-ins, or who tutor children who wouldn't otherwise ever learn to read. What is interesting about this model is its inde-pendence of the Structure. The Structure may refuse to meet the needs of such People, may be ignorant of those needs, or may even enact laws that outlaw such help. In this case, the Direct Service Agent provides direct service to the People in need, whether or not the Structure approves. Thus, CA--> People Structure Although the schema shows no arrow going from the People to the Structure, there is inevitably an effect produced on the Structure. Sometimes, the Structure is relieved and very grateful for the Direct Service CA, as was India (Structure) in the case of Mother Teresa (CA) and her service of the poorest and lowest classes (People). In other cases, as when those in church min-istry (CA) care for the needs of illegal immigrants (People), the CA may be acting in opposition to a civil ordinance (Structure). 5. The Ideological Agent of Change Most parents, teachers, counselors, and health pro-fessionals exemplify the Ideological Agents of change. Ideological Agents are shaping the minds and souls of the People in their care. Such CAs are working at a much more fundamental level than the Empowerment Agents are. Empowerment Agents typically organize and train a group of people to encounter the Structure on a specific issue, such as better treatment of gays in the community or requesting representation or a voice at a university's Board of Directors meetings. By contrast, the Ideological Agent is shaping the minds of people at a more general level. For example, Review for Religious religious teachers train students to think rationally and ethically, no matter what issue may arise in the future. Parents may instruct their children in proper social behavior--how to show gratitude, how to ask for things, how to play cooperatively. An English teacher may instruct students in how to communicate effectively through the written word and how to appreciate good writing. A history - - teacher may show students how to learn and grow wise from the study of history and the successes and failures of great men and women. A math teacher equips students for dealing with the financial and scientific dimensions of life. The counselor and health profes-sional help people deal with their basic emotional and physical issues so that they can be productive members of society. Financial advisors teach people how to man-age their money. Workshop leaders can teach people how to create the lives they desire. The work of the Ideological CA is, above all, foun-dational in nature. The CA is preparing persons (People) not only to live in society or in the church (Structures), but also to become intelligent and contributing members of such groups. In effect, the work of the Ideological CA is to prepare people to become effective agents of change themselves. Symbolically, CA--> People --> Structure In one sense, the effects the Ideological Agent has on the Structures of society or the church are mostly The effects the Ideological Agent has on the Structures of society or the church are mostly indirect, ~b~ut yet very powerful. 13 70.1 2011 Savary ¯ Agents of Change 14 indirect, but yet very powerful. Persons who have not learned to think for themselves, or who have little or no control over their emotions or instincts are not likely to become the best agents of change in society. The role of the Ideological Agent is therefore crucial for the development of society and of the church. Also not to be forgotten among the Ideological Agents are editors of newspapers and newsletters and writers of books, professional articles, and how-to pam-phlets. Many people today have websites or blogs that provide inspiration, give helpful hints, or steer people in the right direction. 6. The Institutional Agent of Change The sixth and final model is called Institutional. In this approach, the Institutional Agent (CA) is part of the Structure. Thus, in the church (Structure), a priest or bishop who is a part of that Structure can be an Institutional Agent (CA) if he works to change the Structure so that it benefits the People by meeting their need(s). A truly Institutional CA is always con-sciously thinking of the People and how he or she can make things better for the them. Structure (CA) --> Structure --> People Institutional CAs would also include elected politi-cal representatives, school officials, academic adminis-trators, mayors, governors, civil officials, ranking law enforcement officers, members of boards of directors, business managers, hospital supervisors, and officers of professional organizations. More Than One Style Most people use more than one style of change agency in their life and work. Some get to use all six. In the life of Jesus, we can find examples of most styles. Review for Religious He was certainly an Advocate (1) for the People when he spoke to the scribes, Pharisees, and priests. He was an Ideological CA (5) in the ways he taught people to live their lives. He used Direct Service (4) in healing the sick. As an Empowerment Agent (2), he trained his apostles and disciples on how to go among the people to preach and heal. Since he was neither a scribe nor a priest, he could not use the Institutional model. Members of Alcoholics Anonymous combine Lifestyle Agency, Direct Service Agency, and Ideological Agency in their various ways of working. They are affecting many layers of social and religious Structures, since they (and others in related twelve-step groups) are turning individuals, who were burdens on society and their families, into productive, income-producing, tax-paying citizens, good parents, and upstanding church members. What Are Your Preferred Styles of Change Agency? Dr. Joseph Grau, a student of the writings of French Jesuit Pierre Teilhard de Chardin, wrote his doctoral dissertation (as yet unpublished) on the ethics of Teilhard. In much of traditional Christian spirituality, Grau wrote, we are seen as independent persons, each seeking our own individual salvation by avoiding serious sin. In contrast, for Teilhard, as for St. Paul, all humanity (and the rest of creation) is living in the Cosmic Christ, who is daily growing, changing, and evolving toward his ultimate completion. In this perspective, Christians are not primarily isolated individuals, each independently seeking to save their own souls, but we are all inextricably interconnected in this great God Project. In St. Paul's words, we are the hands and feet, the eyes and ears of Christ on earth today, helping bring this Cosmic Christ to 70.1 2011 Savary * Agents of Change his fulfillment as destined by the Creator. Thus, we see the need for all to become effective change agents. Therefore, our spirituality today cannot be focused simply on avoiding sin. Rather we must be focused on consciously choosing actions that are designed to make a positive difference in the world. For Teilhard, we are all called to be Agents of Change in helping the Structures of our world become more just, kind, and caring for all those in need (People). We consciously choose to become Agents of Change so that Christ may be all in all. To accomplish this will require a lot of change and improvement in our world. What part will you play in the great God Project? Personal Reflection / Group Discussion Savary raises the question for our reflections: What are my preferred styles of change agency? Why are these my preferred styles? How is it helpful to reflect on the different models of change agency? Review for Religious JOHN H. ZUPEZ Christ-like Empathy in Those Who Govern One might address this topic through a study of "Paternal/Maternal Governance as an Ideal in Religious Communities." But that could get us into arguments over whether it is overstating the type of governance called for by our constitutions, or whether such governance is realistically possible. So I choose to focus on Jesus' way of dealing with people as an ideal and as inspiration for all followers of Christ, whether they be in a religious congregation or not. In religious congregations new challenges have arisen to experiencing empathy from those who gov-ern. Such empathy has suffered on several fronts in our times: the sophistication of relationships with those out-side our immediate circle of friends; the administrative burden of major superiors which puts more burden on the local superior; the diminishing pool of prospects for appointment as superior. You can probably think John H. Zupez SJ wrote for us on prayer in 1992 and 2009. He is currently pastor of Corpus Christi Church; 1005 N.E. 15th Street; Oklahoma City, Oklahoma 73117. 17 70.1 2011 Zupez * Christ-like Empathy in those Who Govern of other reasons why relations between religious and their superiors become strained. Empathy in superiors is most important since their community has no choice but to relate to them. These reflections may also help in keeping relations among community members from becoming strained. Empathy Wikipedia on the Internet has a long article on empa-thy that begins with the following description, involv-ing various aspects. It seems suitable to our purposes. Empathy is a "feeling of concern for other people that creates a desire to help them, experiencing emotions that match another person's emotions, knowing what the other person is thinking or feeling." This is a good description of Jesus' approach to people. Even if his keen intelligence and sensitivity bordered on the mirac-ulous at times, his dealings show his desire to get inside the mind and heart of those he addressed, to experi-ence and know from their perspective before trying to help them, at times with reproof. It didn't rule out an ever-sharpening critique of some religious attitudes he wanted to correct. But one never gets the idea that he missed the point, that he judged too harshly or without sufficient empathy for what others thought and felt. His empathetic way of understanding how people thought and felt typically led to his sympathetic and caring way of ministering to them. Reflecting on ways Jesus exhib-ited empathy in the gospel accounts can help us follow him more closely in this regard. Not all instances are equally illustrative, but together they show Jesus' great sensitivity as a model for his followers. References will be to Mark's Gospel. Even if some of Jesus' sayings here originated in the early church, Review for Religious they reflect a consistent personality trait of Jesus that was well-remembered by his followers. In Mark's Gospel ¯ In Mark's Gospel only Jesus hears his vocation call at the Jordan, after which he immediately goes "on retreat" and doesn't begin his ministry until John's arrest (1:10- 14). If we attribute greater historicity to this account than to the other Gospels, it shows great sensi-tivity on the part of Jesus to the feelings of the Baptist and -- complete appreciation for John's ministry, even though this would contribute to the survival of the Baptist move-ment alongside Christianity. ¯ Jesus calls James and John to follow him, leaving their father Zebedee alone with the hired hands (1:20). Scholars point to this as one of many signs that Jesus saw the end-time as imminent, for otherwise he would have shown more sympathy for the father who was left without his sons' help. ¯ Many times in the Gospels Jesus attributes ill behavior not to the free choice of persons but to unclean spirits that have taken possession of the persons (1:25). Can we see this as a case of empathy, of Jesus' most merciful judgment? ¯ When his disciples disturb his morning prayer, he doesn't reproach them but agrees with them that they rightly understand his mission (1:35-38). Again and again Jesus attributes his cures to the patent faith he perceived in those to whom he ministered. 19 70.1 2011 Zupez ¯ Christ-like Empathy in those Who Govern ¯ Jesus healed the leper and fed crowds that were hungry and "without a shepherd," being "moved with pity" or compassion (1:41, 6:34, 8:2), knowing how they felt. He also began his ministry showing great sensitivity toward the temple priests, allowing them to profit from the effect of his cures (1:44). ¯ Again and again Jesus attributes his cures to the patent faith he perceived in those to whom he minis-tered (2:5), and he "perceived in his spirit" the lack of faith in those who "questioned in their hearts" (2:6, 8). ¯ Jesus' only mention of fasting in Mark's Gospel came in order to defend the Baptist who required his disciples to fast (2:18-20). ¯ Jesus gave an opportunity for Jewish leaders to defend their traditions, feeling "anger" when they "were silent" and refused to communicate with him (3:4, 5). ¯ When Mark says that Jesus appointed 12 apostles not just to proclaim his message but "to be with him," he shows the intimate community that would help them to see deeply into one another (3:14). ¯ Many of Jesus' parables were addressed to the Jewish leaders whom he so much wanted to bring on board his movement. He carefully fashions suasive argu-ments to move these intelligent adversaries, and only after rejection by them does he conclude that they have simply closed their hearts to God's Spirit (3:23-29). ¯ When his family thinks him "out of his mind," he gives an inclusive description of who his family is, knowing that they also "do the will of God" (3:21, 35). ¯ He shows himself a careful observer of nature and of human behavior, distinguishing between ways his word goes unheeded in people. The faith of some is rootless, in some it is destroyed by others, in some it is choked out by the cares of this world (4:15-19). Review for Religious ¯ He commends those who are translucent, who let the light within them shine out clearly for all to see: "nothing is hidden but will be disclosed" (4:21-22). ¯ He intuits the concern of his listeners over the smallness and hiddenness of the kingdom in his ministry and responds with the parables of hidden growth and of the mustard seed (4:26-32). ¯ Sympathy for Jairus leads Jesus to put up with the ridicule of the crowd, and when he had cured Jairus' daughter he mentions the hunger of the girl: "give her something to eat" (5:43). This last touch must have struck Mark as typical of Jesus' thoughtfulness of oth-ers, and so merited inclusion in his Gospel. ¯ When Jesus is rejected by the people of his own hometown, he makes up a good excuse for them, rather than blaming them; "Prophets are not without honor except in their hometown" (6:4). Then he anticipates how people would feel if his apostles went house-hop-ping, looking perhaps for a nicer place to stay. He advises them to stay with whoever first welcomes them (6:10). Jesus also perceives the fatigue of the work for his apostles and invites them to "come aside and rest awhile" (6:31). Then, respecting their close feeling for him, he "goes up the mountain to pray" only "after say-ing farewell to them" (6:46). ¯ When the Jewish leaders criticize his disciples for not washing their hands before eating, Jesus doesn't dis-miss their objection lightly but defends the disciples by quoting at length Jewish. traditions (7:5-15). He can also quickly correct his response to a person when he perceives a need for self-correction, as in his change from rejecting to commending the Syrophoenician woman (7:2 7-2 9). ¯ Jesus took the deaf man with a speech impediment "away from the crowd, in private," perhaps to compen- 70.1 2011 Zupez ¯ Christ-like Empathy in those Who Govern From all who wish to enter the kingdom, Jesus demands childlike curiosity and openness to new ideas sate for the crowd's ridicule of the man, becoming close and personal with him (7:33). ¯ Though his disciples fail to see, hear, or remem-ber in spite of the powers he had demonstrated, Jesus continues to work with them patiently, conclud-ing only with the gentle rebuke "Do you not yet understand?" (8:18,21). When admonished by Peter for predicting his suffering, Jesus' response focuses not on himself but on the good of Peter, who has set his mind "not on divine things but on human things" (8:33). Instead of further chiding Peter, he calls together "the crowd with his disciples" and explains the centrality of the cross in the Christian life (8:34-38). ¯ When Jesus sees that "a crowd came running together" he expedites his cure of the possessed young man, saving him further embarrassment (9:25). ¯ Jesus says that our dealings with others should not be from a sense of superiority ("whoever wants to be first must be last of all and servant of all") but with the warmth that we show to a very loveable child (9:35-37). Jesus crowns this with a breadth of appreciation that extends to even our "giving a cup of water to drink" for which we will receive his reward (9:41). (Since Jesus did not refer to himself as Christ or Messiah, that seems here an addition of the early church.) Jesus' love for his dis-ciples doesn't stop short of "scaring the hell out of them" lest they stray from the right path (9:42-48). He goes on Review for Religious to encourage his disciples to vigorously pursue their own gifts while respecting others' differences (9:50). ¯ From all who wish to enter the kingdom, Jesus demands childlike curiosity and openness to new ideas, traits sorely lacking in the Jewish leaders who never gave him a fair hearing (10:15). ¯ Jesus' appreciation for all the goodness in others is revealed in his love for the young man who had kept the commandments from his y~)uth (10:20-21). He further points out that God can overlook our deficiencies and make up for them (10:27); God doesn't demand more than we can give. ¯ When James and John come forward with incred-ible hubris and pushiness, Jesus gently admonishes them that "you do not know what you are asking" (10:38). He then throws the focus away from James and John to advise the twelve together that Christian leadership is gauged enti!~qly in t.~rms of humble service (10:41-44). ¯ Jesus' empathy for people's differences, everyone believing in themselves, is reflected in what is arguably the most distinctive Christian virtue, ready forgiveness of others (11:25). ¯ In the question of giving tribute to Caesar, Jesus leaves off criticizing his adversaries for their flattery and feigned praise and keeps loving, keeps saying what could awaken them to their own hypocrisy and be their salva-tion, leaving them "amazed" (12:13-17). ¯ When a woman anoints Jesus with oil worth more than a year's wages, Jesus may have been taken aback by the extravagance but instead thinks of an even more extravagant way to compliment her: her deed will always be preached as a part of the Gospel (14:5, 9). ¯ When his closest disciples fall asleep during his agony in the garden, he doesn't blame them but thinks 70.1 2011 Zupez ¯ Christ-like Empathy in those grbo Govern of an excuse for them: "The spirit is willing but the flesh is weak" (14:38). And so also throughout his Passion he shows forgiveness on all sides and attributes his fate rather to the fulfillment of Scripture (14:27, 49). Conclusion We see here an ideal to strive for even if we can never reach it. Superiors may have little wiggle room to change their decisions. But if they exercise author-ity in a spirit of open dialogue and sincere empathy, then those under them will respond more as if to Christ himself. February Snow Snow fresh fallen and still spilling subdues the trees out your windows and muffles the world. You watch it blow, all of winter in your eye. Suddenly a wingedflame pierces the scene and swoops to the feeder. Red as a tulip, it's Isaiah of the seasons prophesying the return of color to this bleached-out world. If not tomorrow, then soon. Soon. Patricia Schnapp RSM Review for Religious JAMES MENKHAUS The Spiritual Exercises of St. Ignatius: A Path To Virtue The Spiritual Exercises of St. Ignatius is a clas-sic work of Christian spirituality. Ignatius created the Exercises by reflecting on the expe-rience of God working in his life. In a memo-rable excerpt from his autobiography, Ignatius recalls, "God treated him [Ignatius] at this time just as aoschoolmaster treats a child he is teach-ing.''~ Ignatius's insight reflects his belief that God not only loves God's creatures, but slowly reveals God's will to them. Just as a child grows and slowly uncovers knowledge with the help of a teacher, so do human beings, with the help of God, slowly uncover God's call. Hoping to impart his insights, Ignatius created a series of meditations and reflections to help others discern their own call from God. In the final making the spiritual exercises James Menkhaus is currently involved in h~s doctoral work in Systematic Theology at Duquesne University in Pittsburgh, Pennsylvania, and teaches part-time at John Carroll Universi~ in Cleveland, Ohio. His address is 2965 Hampshire Road; University Heights, Oh{o 44118. 70.1 2011 Menkbaus * The Spiritual Exercises of St. IKnatius years of his life, Ignatius crystallized his reflections by finalizing the Spiritual Exercises. While it is true that the Spiritual Exercises can help an individual discern God's call, another potential ben-efit from undergoing the retreat experience can be described by using the language of virtue ethics. Virtue ethics is an approach in normative ethics that emphasizes the moral significance of an agent's character. Instead of focusing on the question "what action should I take?" virtue ethics asks people to reflect on "what sort of per-son should I be?''2 This reflection, which then leads to action, is exemplified in the Ignatian retreat process. In this essay I will apply the language of virtue ethics to the experience of undergoing the Spiritual Exercises, examining the roles of narrative, friendship, presence, and renewed friendship. Using virtue ethics to describe the transformative effect of the Spiritual Exercises dem-onstrates that the experience is not only a tool for the discernment of God's will, but a method for the devel-opment of character. Narrative Foundation in Week One In the First Week of the Spiritual Exercises, using the exercitant's narrative as a starting point lays the founda-tion for the subsequent weeks. Ignatius instructs, "The First Point is the court-record of my sins. I will call to memory all the sins of my life, looking at them year by year or period by period.''3 Ignatius hopes the exerci-rant will take the time to reflect on how sinful a person can be and, in reflecting on one's past narrative, will acknowledge those times of turning away from God's offer of love. Exercitants are often offered the cl~ance for confession during this time as they uncover aspects of their narrative that they have either forgotten or tried to Review for Relig4ous deny to themselves. Ignadus' own experiences of sin and the way one can become ensnared by sinfulness, influ-enced his decision to give the chance to consider one's sins and bring them before God. The reflection on sin could be damaging if Ignatius did not ask the exercitant to concurrently recall God's forgiveness. Another meditation [23] is titled "The Principle and Foundation." The foun-dational principle for Ignatius is that God loves creation and never with-draws the offer of love. Ignatius hopes that during the First Week the exerci-tant will be able to balance these two concepts--the Creator's unlimited offer of love and one's own sinfulness. Both are important. Without God's love, the focus on one's sins could lead the exercitant to a sense of despair. Awareness of one's own sinfulness, however, is also key because God's love is a gift, not something earned. Because the Exercises rely so heavily on narrative, nar-rative is an important concept to unpack. Some virtue ethicists, such as Nancey Murphy and Stanley Hauerwas use narrative as a starting point for ethical reflection. "The acquired characteristics needed for participation in practices," writes Murphy, "are merely candidates for vir-tue until we see how they contribute to the whole human life from birth to death."4 To consider virtues divorced from the living experiences of human beings deprives them of life. The narrative, or human experience, gives an arena for virtue to be explored, developed, and fos- Without God's love, the focus on one's sins could lead the exercitant to a sense of despair. 70.1 2011 Menkbaus ¯ The Spiritual Exercises of St. Ignatius tered. It is through human experience and development that virtues are acquired. Therefore, any discussion of virtue must begin by looking at narrative. In A Community of Character, Hauerwas relates a story from his own narrative about the time and effort his father put into making a gun for him as a gift. Instead of responding with love and thankfulness for the gift, Hauerwas replied that guns would one day be taken away from "you people." The love of the father in the formation of the gift was rejected by the son who thought it was more important to prove a point about social policy. The son sought to form his own narra-tive by rejecting his father's world, his father's narrative. Hauerwas reflects, "But in fact what I did was deeply dishonest, as it revealed a lack of self, the absence of a sustaining narrative sufficient to bind my past with my future.''5 Forming one's own narrative is about respect-ing the tradition that comes before, while taking the responsibility of creating the future. Hauerwas's personal example fits very well with the First Week of the Exercises. The relationship of children and parents often involves struggle, and the revelation that love was not returned from child to parent, or par-ent to child, is a common difficulty. Someone facing a narrative like Hauerwas's would likely be drawn to focus on the guilt of rejecting the offer of love from father to son. Such guilt, if carried through life without being faced and worked through, could have damaging effects on a person's identity. More often than one might think, these feelings are buried deep within, and only through taking time in prayer and reflection can one realize that they have played a formative role in one's development. Once one uncovers these feelings, the guide would likely suggest a meditation or prayer that focuses on Revie~v for Religious forgiveness--for example, the story of the prodigal son (Lk 15:11-32). In this parable Jesus tells of a son who squandered all that the father had given him. When the son was at his lowest point, he thought the father might take him on as hired hand. Indeed, as the son returned to the father, "While he was still a long way off, his father caught . sight of him, and was filled with compas-sion. He ran to his son, embraced him, and kissed him" (Lk 15:20). It is often pointed out that the father saw him from a long way off, indi-cating that he had been watching for his son, hoping that he would return. This parable encapsulates the duality of the First Week because it involves the sinful son, or human being, and the loving and forgiving father, or God. Again, it is nar-rative that communicates the key elements. In this case, narrative in the form of story symbolizes God's love for and willingness to forgive humanity. The First Week experience is impossible without one's reflection on one's own narrative and experience. Because of the individuality and uniqueness of each exercitant's experience, it is the personal narrative that sets the stage for the rest of the retreat. The subsequent Weeks are also heavily dependent upon narrative, but in a different context. The Weeks that follow advance through the narrative of Jesus' life as the exercitant is asked to enter into that life at different stages of Christ's mission. It is through entering into Christ's narrative The First Week experience is impossible without one ,s reflection on one's own narrative and experience. 29 70.1 2011 Menkhaus ¯ The Spiritual Exercises of St. Ignatius that the virtues of friendship and presence can be devel-oped in the exercitant. Narrative is, in many ways, foun-dational to the Spiritual Exercises. Developing Friendship in Week Two Once exercitants come to terms with their own sin-fulness in the light of God's offer of love, at least to some extent, the retreat moves to Week Two. During the Second Week, the focus shifts to meditations on the life of Christ up to the passion. Exercitants read passages from the Bible and place themselves into the scenes. Ignatius hoped that the experience of allowing the Spirit to move the narrative forward would help communicate God's will to the individual. For example, an exercitant who continually feels drawn to healing others during these meditations might consider if God is calling to some sort of healing vocation or work in medicine. The exercitant who is constantly drawn to Christ the teacher might reflect more deeply if there is a call to a profes-sion in education. No matter what vocation one is called to, however, the experience of being with Christ during this time will likely lead to a cultivation of the virtue of friendship. Through the narrative reflection on Christ's life, friendship is both developed with Christ and learned as a virtue to cultivate in other relationships. Ignatius describes the grace to be prayed for in the Second Week: "Here it will be to ask for an interior knowledge of our Lord, who became human for me, that I may love him more intensely and follow him more closely.''6 In order to foster this interior knowledge and love, Ignatius begins the gospel contemplations with scenes from the nativity. The desire to follow Christ should begin at the start of his humanity. Ronald Modras elaborates the method: "Ignatius asks retreatants to con- Review for Religious template ("look at") the birth of Christ, using all their senses. One is to imagine the road, feel the wind, listen in on the conversation between Mary and Joseph, gaze at the newborn infant--all activities intended to arouse the affections.''7 The use of all the senses during the meditation can lead the exercitant to be truly moved by the experience. It is during the early stages of Week Two that the virtue of friendship begins to be explored in the narrative formed between the exercitant and Christ. Hauerwas and Charles Pinches in Christians among the Virtues provide key insights about friendship as a virtue. They write, "We learn virtue, which is necessary for happiness, not alone but in communities of friends.''8 No one would ever desire to live without friends, and these friendships help form communities. Later they explain, agreeing with Aristotle, "It is like watching ourselves, only bet-ter, for we see the activity that is ours--both the friends' and our own--all the more clearly.''9 Those people we surround ourselves with are those whose actions mirror our own. Likewise, when our friends do virtuous acts, it encourages us to behave similarly. Friendship is valuable for helping people learn virtue. Hauerwas and Pinches also state that true friendship is not simply an unachievable ideal. "Rather, friend-ship itself is an activity by which we acquire the kind of steadfastness necessary for our being true friends. True friendship is . . . a growing relation which, as it ¯ increases, makes possible our becoming virtuous in a manner that transforms ourselves and our friendship."1° A good friendship helps a. person learn what it means to be a good friend because, friendship grows through shared experience. Transformation and change are nec-essary because friendship never remains static. Friends 31 70.1 2011 Menkbaus ¯ The Spiritual Exercises of St. Ignatius One does not become a follower of Christ without effort and prayer and an honest attempt to follow him. learn virtue together as both realize what it means to have a good friendship. It is certainly possible to have a bad or dishonest friendship, but the insights we are offering on growth of virtue in friendship assume that both friends are trying in good faith to respect and love each other. The insights of Hauerwas and Pinches on friendship help unpack how the Second Week can lead to a deepen-ing desire to follow Christ. Learning through these medi-ations to love and follow Christ and to become friends with the human Jesus should lead us to behave more like our new friend. As we see Christ do miracles of heal-ing, accepting the outcast, and giving life to the hope-less, we are inspired, as his friends, to do the same. As Hauerwas . and Pinches pointed out, the virtuous actions of our friends inspire us to behave accordingly. The insight that friendship is developed through a process of transformation is impor-tant as well. One does not become a follower of Christ without effort and prayer and an honest attempt to fol-low him. An exercitant might be asked to contemplate the story of the paralytic (Lk 5:17-26), which highlights the virtue of friendship from a variety of angles. The primary focus of this story is that Jesus tells a man to get up and walk and that his sins are forgiven. The Pharisees are enraged that Jesus thinks he can tell a man Review for Religio~ts his sins are forgiven because, for them, God alone could forgive sins. However, a subplot to the story involves the friendship of the men who brought the paralytic to Jesus: "But not finding a way to bring him. in because of the crowd, they went up on the roof and lowered him on the stretcher through the tiles into the middle in front of Jesus"(5:19). Because the group thought that Jesus might be able to help their friend, they did every-thing they could to get him to Jesus. When their first attempt failed, they turned to extraordinary means to accomplish their' goal--going so far as to lower their friend through the root~ The first example of friendship is the desire of the friends to get the paralytic to Jesus, even when their first attempt failed. The friends were willing to take extraor-dinary measures to help someone they loved. The second example is Jesus' willingness to heal the paralytic. Jesus' action invites the exercitant to imitate that healing by healing others. The exercitant could contemplate that as Jesus heals those he cares for, in what way can he/she heal others? As the exercitant becomes friends with Jesus, Jesus' actions should be mirrored in the exercitant. The virtuous actions of one's friends should encourage a rep-lication of those actions beyond the retreat experience. Another vital aspect of the Second Week, the elec-tion, occurs as the Week comes to a close, when the exercitant has come to be Christ's friend and must decide to follow him. It would be rar~ for a non-Christian to undergo the Exercises, so Ignatius did not see this as a matter of full conversion from one religion to another. Indeed, many people, during the time of the election, reaffirm what they held before they began the retreat. However, for some, the experience of coming to know Christ could lead to a different sort of election, perhaps 70.1 2011 Menkbaus ¯ The Spiritual Exercises of St. Ignatius 34 the desire to enter religious life or to change one's life-style to include more time for prayer, works of mercy, or being with one's loved ones. It is important to consider the election in light of virtue because the friendship that has begun to grow reaches its first point of verification. If it is not a true friendship, the exercitant will not choose to follow Christ. A much greater challenge awaits in the Third Week, but for now the exercitant must decide if the meditations from infancy throughout the life of Christ have cultivated a sense of love and a knowledge of the human Jesus. Jesuit Howard Gray reflects, "The elec-tion that comes at the climax of the Second Week is then less a decision than a surrender to the specific and intimate ways the Spirit of Christ leads me through my humanity to union with his humanity.''11 This union that Gray describes is one aspect of a friendship. Friends come together to form a union of care and respect for each other, a union in which each challenges and sup-ports the other. This support is put to the test through the suffering of Christ during the Third Week. Suffering Presence in Week Three The meditations of the Third Week begin with Christ's sending of two disciples from Bethany to Jerusalem to prepare for the last supper; they conclude with the death of Jesus. While feelings of sadness are often associated with the exercitant's experience, the third week is not a recapitulation of the First Week's turmoil. The desolation experienced in reflecting on the sufferings of Christ is different from the desolation caused by reflecting on one's own sins. The Exercises are developmental; the experiences of the weeks build upon each other. Michael Ivens, a scholar of the Review for Religious Spiritual Exercises, explains, "Thus the exercitant comes to pray the Passion in the Third Week having in the First Week contemplated the cross as a sign of both sin and mercy.''~2 A consideration of the virtues in the Exercises reveals a similar pattern because the virtues are also developmental. The friendship developed in Week Two will now be put to the test and, if successful, strengthened through the exercitant's presence with the suffering Christ. Ignatius writes that the grace of the Third Week to pray for is "heartfelt sorrow and confusion, because the Lord is going to his Passion for my sins.''13 Ignatius instructs the exercitant to become aware of the betrayal, brutality, and abandonment that Christ undergoes and, during meditations on these, to pray for the grace to suffer with Christ during his ordeal--the betrayal when Judas handed Christ over to be arrested, the brutality Christ underwent through the beatings and the cruci-fixion, and the abandonment he felt when his disciples fled and even Peter denied that he knew Christ. These three related elements, betrayal, brutality, and abandon-ment, all exemplify the experiences of Christ during the passion and are a powerful reminder for the exercitant of all that Christ underwent for humanity. In Week Two the exercitant was instructed simply to enter the scene, but Week Three calls for prayer to experience Christ's suffering. This does not mean the exercitant should seek pain for trivial purposes, such as purposely making daily life harder and deceiving oneself into thinking it is for Christ. Rather, it means being willing to put Christ first. One should be willing to leave behind whatever keeps one from putting Christ first. Jesuit Peter Fennessy explains, "The reality of the situation is that compassion is a deep love of Christ that 70.1 2011 Menkhaus * The Spiritual Exercises of St. Ignatius 36 unites us [to Christ] in his suffering and in doing so brings us to renounce our own selves.''14 It is certainly possible that God could call one to physical suffering, such as serving the poor in a dangerous location or put-ting one's life at risk. However, this is not the case for all exercitants. For most, the suffering that Ignatius chal-lenges them to undergo is to detach themselves from attachments that disorder their lives. On choosing which disorder to remove, Fennessy states, "We will not choose too much below our ability, since that would be insin-cere; nor too much beyond our ability since that would invite, even intend, failure.''s However, the exercitant must be willing to die to any inordinate desires that pre-vent union with Christ. This detachment, in many cases, will involve an aspect of suffering. Another way of understanding the grace of the Third Week is through the virtue of presence. Hauerwas's Suffering Presence offers insights about what it means to be present to another's suffering and how this presence can have an impact. He again uses narrative to describe a time when he was a suffering presence to his friend Bob. Hauerwas and Bob spent a lot of time together as they grew up and were very close friends. One morning he went to see Bob and found him weeping uncontrol-lably. Bob's mother had committed suicide earlier that morning. He embraced Bob, and they spent the rest of the day together. He describes that time: "We never talked about his mother or what had happened. We did what we always did. We talked girls, football, cars, mov-ies, and anything else that was inconsequential enough to distract our attention from this horrible event . All I could do was be present.''16 The transformation of character that occurs by undergoing the Third Week of the Exercises is the cre- Review for Religious ation of a person who understands what it means to be present to the suffering, dying, and abandoned people in society. Just as exercitants learn to be present with the befriended Christ, so should they be transformed into a greater capacity of being present with their friends. However, this presence should be extended to others, beyond their friends, just as Christ taught. The seeds planted in Week Two, when one meditates on how Christ ate with sinners and tax collectors and approached those in society that were considered out-casts, continue to grow in Week Three. Often those who suffer the most in society are not those who are friends with the exercitant, but those who have no friends at all. The poor and oppressed are the ones that Christ ministered to and who are often the examples of suffering in society. These are the people who need the presence that Hauerwas (and Christ) describe. Joy and New Friendship in Week Four If the Gospel ended with Christ's death, the Christian faith would be empty. Similarly, if the Exercises ended with Week Three, there would be no hope to move the exercitant beyond the suffering of Christ. However, the resurrection accounts in the Gospel and Week Four of the Exercises provide hope. Ignatius writes, "Consider how the divinity, which hid itself during the Passion, now appears and manifests itself so miraculously in this holy Resurrection, through its true and most holy effects.''17 The Fourth Week meditations revolve around how the divinity manifests itself during the appearance narratives in the Gospel, and these narratives lead to a glimpse of understanding what it means to act as the divine. Appearance stories that the exercitant can be asked to reflect upon are those of the disciples on the road to 70.1 2011 Menkhaus * The Spiritual Exercises of St. Ignatius Emmaus (Lk 24:13-35) and of Jesus on the shore (Jn 21:1-14). In each case, Jesus appears to the disciples who were lost and afraid and who feared that their hope in Jesus had been misplaced. When he appears to his friends on the road to Emmaus, even though they did not recognize him at first, he walked with them. He then broke bread with them and opened the scriptures. Reflecting after he disappeared from their sight, the dis-ciples asked each other, "Were not our hearts burning within us when he spoke to us on the way and opened the scriptures to us?" (Lk 24:32). In John's account, Jesus also takes time to eat with the disciples as they share a meal on the shore. In both accounts, Jesus appears to console his suffering friends, offering his own example of being a suffering presence. These appearances lead to a new friendship between the disciples and the risen Lord, just as the Fourth Week meditations lead to a new friendship between the exercitant and Christ. The same kind of new friendship emerged after Hauerwas spent time with Bob. Once one has been there for the other in a time of extreme trial, the friendship is never the same. In some cases it may be awkward or dif-ficult, but it is never unchanged. For Christ and the disci-ples, however, the friendship was not awkward, but led the disciples to be willing to give their lives to spread Christ's message. Jesus instructs them to "Go into the whole world and proclaim the gospel to every creature" (Mk 16:16). It is because of their belief in Christ, developed by their friend-ship with him and tested through his passion, that the dis-ciples take up this task of proclamation. What is hoped for is that the exercitant, while medi-tating on the resurrection at the end of the retreat, will experience joy. Gray explain~ that joy for Ignatius is not simply being happy, but is a "participation in the joy Review for Religious of the risen Christ. Ignatian joy is the psycho-religious energy that desires to bring others happiness, harmony of heart, insight, peace, reconciliation . -18 This joy drives the exercitant to want to be joy in the lives of others after the retreat. It is the joy experienced by the disciples when they realized that Christ had risen and their hopes had not been misplaced. Servais Pinckaers describes joy from the perspec-tive of virtue ethics in Morality: The Catholic View. He writes, "Joy is lasting, like the excellence, the virtues, that engender it. Joy is communicable; it grows by being shared and repays sacrifices freely embraced . Joy belongs to the purity and generosity of love.''19 For Pinckaers, joy helps order pleasure so pleasure does not take control of one's life. Joy lies in the inner depths of our being and is experienced when we align ourselves with the love of God. Joy cannot be separated from truth and the struggle towards the good. Pinckaers believes that joy unites the virtues which are "like the arteries that carry strength and disperse joy through the entire organism of the moral life.''z° Pinckaers's view of joy as a culmination of the virtues connects well with Gray's assertion that the experience of Ignatian joy is the culmination of the Spiritual Exercises. Living the Virtues in the World The new friendship between Christ and the exerci-tant is formed by the transformation of being a suffer-ing presence. But the fruit from the retreat must keep growing after the retreat. The exercitant's friendship with the risen Christ should one move to action. Just as virtue ethics begins with the agent but leads to action, so should the Spiritual Exercises. The movement into the world, of the ideals enshrined in the virtues is one way 70.1 2011 Menkbaus ¯ The Spiritual Exercises of St. Ignatius A virtue ethics pei'spective of the Exercises calls one to apply these virtues in the future. 4O to counteract claims that the Exercises are an individual experience. Without the drive to live out these newly acquired virtues and change the world, transformation is never complete. Just as Ignatius would have said the exercitant should apply what is learned about God's will for the individual, a virtue ethics perspective of the Exercises calls one to apply these virtues in the future. Another way to describe the experience of undergoing the Exercises is as moral formation or moral development that pushes one to action. Pinckaers describes this forma-tion as "the interior revolution that the grace of Christ works within us. It teaches us to employ institutions and exercise authority in a spirit of service . . . imitating the service of Christ.''2' Moral formation can develop or . -- refine the virtues of friendship or pres-ence, and once these begin to grow, they are seen to imply a call to action, an emulation of Christ. They make one sen- - -' sitive to those who have no friends and need friendship or those who have no comforter and need presence. Pinckaers describes this movement, writing, "Just as we appreciate health bet-ter when we are sick, so too we become sensitive to our inclinafon to the good when we are confronted with evil and suffering.''22 In this way, the Exercises help form a more moral individual who is called to action. The kinds of action that an exercitant should engage in are, simply put, virtuous actions. By emulating the actions that Christ carried out both before his death and during the appearance narratives, one can become Review for Religious a more virtuous person. Albert Nolan, in Jesus Before Christianity, challenges Christians to look to Christ to see how God wants human beings to act: We have seen what Jesus is like. If we now wish to treat him as our God, we would have to conclude that our God does not want to be served by us, but wants to serve us; God does not want to be given the highest possible rank in society, but wants to take the lowest place and to be without any rank and sta-tus; God does not want to be feared and obeyed, but wants to be recognized in the sufferings of the poor and the weak.23 Nolan challenges followers of Christ to reflect on who Jesus was during his lifetime. Those who have undergone the Spiritual Exercises have encountered Christ through meditation and contemplation. The encountered Christ has likely been one who fits Nolan's description. A Jesus who wants to serve, who takes the lowest place in society, and who wants to be recognized in the sufferings of the poor is the Jesus who has been encoun-tered in prayer. If Nolan is correct, Jesus has given humanity a glimpse into how God wants creatures to live, and the Spiritual Exercises help us come to this awareness as we move through the retreat. The Spiritual Exercises are a tool for the discern-ment of God's will, but the retreat is also an experience that can form a more virtuous person. By examining one's narrative during the First Week, areas of sinful-ness and growth can be discerned in light of God's love. The Second Week helps the exercitant know what it means to be a friend and to learn from Christ how to emulate his actions. The Third Week tests the virtue of presence, challenging people to be present to those in need, especially those who have no one else. Finally, 41 70.1 2011 Menkbaus * The Spiritual Exercises of St. Ignatius the Fourth Week teaches the joy associated with the resurrection and a new friendship tested by suffering. The exercitant who takes to heart the experience of the Spiritual Exercises should leave the retreat a more virtu-ous person, seeking to emulate the actions of Christ in a world broken by sin and needing redemption. Notes ' Ignatius of Loyola, "The Autobiography," in Ignatius of Loyola: The Spiritual Exercises and Selected Works, ed. George E. Ganss SJ (New York: Paulist Press, 1991), p. 79. z Rosalind Hursthouse, On Virtue Ethics (Oxford: Oxford University Press, 2001), p. 17. 3 Ignatius, Spiritual Exercises [56]. 4 Nancey Murphy, "Using MacIntyre's Method in Christian Ethics," in Virtue and Practices in the Christian Tradition, ed. Nancey Murphy, Brad J. Kallenberg, and Mark Thiessen Nation (Pennsylvania: Trinity Press International, 2003), p. 41. ~ Hauerwas, A Community of Character, p. 146. 6 Ignatius, Spiritual Exercises [104]. 7 Ronald Modras, Ignatian Humanism (Chicago: Loyola Press, 2004), p. 47. 8 Stanley Hauerwas and Charles Pinches, Christians among the Virtues (Notre Dame: University of Norte Dame Press, 1997), p. 33. 9 Hauerwas and Pinches, Christians among the Virtues, p. 33. 10 Hauerwas and Pinches, Christians among the Virtues, p. 38. 11 Howard Gray SJ, "Joy and Friendship in the Fourth Week," The Way Supplement: Resurrection and Beyon& The Fourth Week 99 (2000): p. 18. ~2 Michael Ivens SJ, Understanding the Spiritual Exercises (Trowbridge: Cromwell Press, 1998), p. 147. '3 Ignatius, Spiritual Exercises [I 93]. 14 Peter Fennessy SJ, "Praying the Passion: The Dynamics of Dying with Christ," A New Introduction to the Spiritual Exercises of St. Ignatius, ed. John E. Dister SJ (Collegeville: Liturgical Press, 1993), p. 77. is Fennessy, "Praying the Passion," p. 83. 16 Stanley Hauerwas, Suffering Presence (Notre Dame: University of Notre Dame Press, 1986), p. 64. Review for Religious 17 Ignatius, Spiritual Exercises [223]. is Gray, "Joy and Friendship," p. 20. ,9 Servais Pinckaers OP, Morality: The Catholic View (South Bend, Indiana: St. Augustine's Press, 2001), p. 78. 20 Pinckaers, Morality: The Catholic View, p. 80. 2, Pinckaers, Morality: The Catholic View, p. 94. 22 Pinckaers, Morality: The Catholic View, 102. 23 Albert Nolan, Jesus Before Christianity (New York: Orbis Books, 1976), p. 167. Tremblement de Terre (Earthquake) Sun, wind blizzards, Raging waters, cyclones Have pommelled Me and my house, Struck sideways as if it were __ at eye-level. But on the day The Earth beneath my feet Failed me Nor I nor anyone could save me, Only God __ That day guaran teed When my time comes I shall recognize The approach of death When things fall apart. Mary Alban CSJ 43 70.1 2011 MYREE HARRIS Reflecting on Readiness To Make the Spiritual Exercises 44 The concept of readiness for developmental change is an idea that has interested me for many years. From 1981 to 1989 I worked in Staff and Executive Development at the Catholic Education Office, Sydney. Back then, the Sydney Archdiocese and the Catholic Education Office covered the whole of Sydney, with a population of around four million. Our team designed and ran a diverse range of adult education courses for school leaders, with an emphasis on management skills and small group participation. We were also called in to do long-term organizational development in schools. Each program began with a full day collaborative prob-lem identification process followed by facilitation of an elected staff group to work on the action plan. We met with these groups weekly for a period of years. Readiness for Developmental Change In the course of these activities, we encountered individuals and school groups who were not ready for Myree Harris RSJ may be addressed at Gethsemane Community; 3 Oxford Street; Petersham NSW, 2049; Australia. Revie~ for Religious such a process. We started to read literature on the topic1 and to draw up our own criteria for readiness or unreadiness for participation in the process. In the case of those who arrived late for sessions or who lacked motivation, interest, or willingness to participate, there was often one obvious reason. They did not want to be there. They had been sent by a school principal who thought it might do them good or "fix them up." We contacted principals and asked them not to send unwill-ing participants, as it spoiled the experience for those who were motivated. Anytime we identified disgrunded participants, we offered them the opportunity to have the day off, assuring them that we would not report them to the school authorities. Readiness for Organizational Change In the case of schools that asked us to come in and work with them, we asked a few questions. First, whose idea was it to call us in? If it were just the principal's bright idea, the process would go nowhere. Second, was the school going through a lot of growth or change at that time, or, conversely, was it dying? Neither state would foster developmental change. The first step in the problem identification process was an anonymous strengths/weaknesses survey. Any downright nastiness or personal attacks in the survey were an alarm signal. We would report back on the survey to the staff, stating we would not allow personal attacks made on leaders who had no chance to respond. We undertook to carry out the day's problem-identification process, but warned that, in some cases, it might be counterproductive to go further. In one school, as the survey results were being shown, I noticed the staff reading, crocheting, doing crossword puzzles, yawning, and generally looking unin- 70.1 2011 Harris ¯ Readiness for Spiritual Exercises terested. I alerted my colleague, who was also finding in the survey results an abdication of responsibility for discipline on the part of the staff and a blaming of the senior executive. We reflected back our perception of their lack of interest and closed the proceedings. Readiness for the Spiritual Exercises: Twentiethth Annotation In 2003, I was at a retreat center in Canada, participat-ing in Internship training to direct the Spiritual Exercises. One of our tasks was to do a major study or project. I decided to follow up on my long interest in readi-ness. 46 Methodology: A. Indicators of Readiness A set of twelve questions (see Appendix) was devel-oped and given to staff members with the request that they agree to a thirty- to sixty-minute audio taped inter-view. Interviews were carried out and the tapes tran-scribed under the question headings. The responses showed some consensus about indica-tors of readiness. These have been grouped under gen-eral headings: 1. Personal qualities: ¯ a moderately strong sense of self and ego strength ¯ a basic personal stability and mental/emotional health ¯ a lot of basic healing already done ¯ not too tired ¯ able to reflect on and to articulate inner experience ¯ a capacity to be in silence and solitude Review for Religious 2. Desire: ¯ openness and willingness and generosity ¯ a sense of quiet that can be developed and a contemplative attitude ¯ a habit of prayer with a desire to go deeper ¯ a degree of spiritual freedom ¯ a desire to experience the Exercises ¯ a ministerial goal 3. ~ln adequate theological base: ¯ grounding in the Faith ¯ belief in the divinity and humanity of Christ ¯ an image of a loving God ¯ the ability to ask for a grace 4. Experience and skills: ¯ experience of at least one eight-day, silent, individually directed retreat using Ignatian methodology ¯ experience of ongoing spiritual direction ¯ experience in using imagination in prayer, in reflecting on the experience of prayer, and the capacity to articulate that experience to a director ¯ capacity to pray for forty-five to sixty minutes at a time B. Indicators of Lack of Readiness 1. Personal qualities: ¯ major psychological issues ¯ insufficient ego strength to tolerate desolation ¯ major issues that need healing ¯ blockage by overwhelming effects from trauma ¯ wrong timing ¯ inability to tolerate silence and solitude 2. Lack of desire: ¯ lack of a desire to be open to God 70.1 2011 Harris ¯ Readiness for Spiritual Exercises 48 ¯ sent by a bishop or major superior ¯ coming as part of a group with no personal decision to make the Exercises ¯ coming as part of a sabbatical, but mainly wanting a rest or a nice prayer time ¯ no outward apostolic focus 3. Inappropriate or unhelpful theological base: ¯ an image of God as distant, disinterested, and punitive ¯ lack of a belief in the divinity of Christ ¯ problems with the church that cannot be dealt with 4. Lack of experience and skills: ¯ no capacity to pray for any length of time or to articulate experience ¯ no experience of an eight-day directed retreat ¯ no experience of using the Ignatian "tools" such as the use of imagination in prayer or repetition ¯ no awareness of interior movements, of how to do a review of prayer, or of how to articulate the experience of prayer Eliciting Our Better Practices 1. How effective are the disposition days in assisting readi-ness? (The Preparation days involve directed prayer on themes such as one's faith history. They also introduce Ignatian "tools" such as gospel contemplation, review of prayer, repetition, use of the examen.) (Each bullet point indicates an individual response.) ¯ In general, they provide enough time for a person to be ready to begin the Exercises. Segments on graced and unredeemed history lay the ground for the First Week. Seeds are sown. If a person "bites" in this early material, it is a good indicator that the individual will "bite" all the way Review for Religious through. It helps the director get a sense of who the per-son is, what is really drawing the retreatant. It helps people get in touch with their own history. They may come to see where the blockages are, the need for healing. Sometimes people get in touch with that material and find out there is a lot more stuff than they had realized. If the director does a lot of faithful listening, the desire surfaces. ¯ Coming to the end of the disposition days, the question is "Where is the focus? Is the person ready for the First Week?" ¯ What you are testing for in the disposition days is willingness versus willfulness. A skilled director can spot the generosity and can fan those flames, can keep the person in that gener-osity. ¯ You don't pre-pare people for the Exercises, God does. God gives the desire. ¯ A Very, very poor self image might indicate it could be harmful to go into the Exercises. Some directors will hold a person back for a few days. Some will go forward because they know it is not going to hurt the person. If it will be hurtful, you don't go forward. If I'm not quite sure, I would give the Exercises the benefit of the doubt. 2. What is the place of the Exercises in healing mode? (The healing mode refers to an adaptation to assist people who are dealing with the effects of trauma or deep hurt.) Ignatius does not have any healing texts in his selection of gospel contemplations. In fact, he does not seem interested in healing, but rather in evangelical What you are testing for in the disposition days is willingness versus willfulness. 70.1 2011 Harris ¯ Readiness for Spiritual Exercises witness. However, often people present or come to the Exercises for healing. ¯ If healing is an issue, no amount of time may be sufficient. There may be sexual abuse or some very painful experience. The initial focus needs to be on the love of God. ¯ Healing mode may start with the graced his-tory and move all the way through the Exercises. Even though it is not in the literature, I would maintain that this approach still gives an experience of the Exercises. The graces received are roughly the same. You are just coming to the experience in a very different way.I don't know how universal an acceptance this would have. ¯ In healing mode, the First Week has the emphasis on having been sinned against, rather than sinning. The Second Week becomes growing up with Jesus, or the Inner Child healing of memories with Jesus, as Jesus grows up. It doesn't take away from the content but just shifts it so that healing can take place. It is still a matter of getting to know Jesus. The Exercises are more directed towards the person than towards discipleship, because sometimes it is too soon to focus on disciple-ship. Sometimes the two things can go on together, and sometimes the biggest emphasis is on healing. The meditations of the Second Week are geared to deci-sion- making. They don't fit here, but as soon as I hear the content of decision-making being spoken, I move to that, giving the meditations or appropriate scripture. 3. What if the person were still "flooded" by recent or past trauma? (In such cases, the person may not be able to focus on any other issue.) ¯ One avenue is to take the person out of the Exercises and work around the traumas, moving into the healing mode. Perhaps go through all the Weeks in Review for Religious this mode. The trauma becomes the focus of the graces of the Weeks. Usually, those who are flooded by trauma are reacting to more than the recent trauma. The recent event has just dragged up all kinds of other traumas in the person's history. The First Week exercises for healing (in the healing mode) could be very helpful for such a person. Rather than a block to the Exercises, the trauma could be the source of a major grace. ¯ It may indicate they should not go on with the Exercises but deal with the issue, and the thirty-day process may not be the place for that. What I would listen for is whether the hurt is purely psychological or if it can be brought to prayer. Tremendous healing can take place through the Exercises. ¯ I directed a person over five consecutive years for eight-day retreats, and it was all healing. I wouldn't allow her to make the Exercises. When she did eventu-ally make them, from day one the orientation was apos-tolic. ¯ This kind of situation is coming up more and more. ¯ Hopefully you can make referrals for when they go home. The grace of the retreat may be to realize how deeply they need psychological assistance. ¯ The director has to make a judgment as to whether the person is stable enough to stay and if there is enough psychic strength to take the next step. Then the director has to ask, "Am I the best director for this person?" It's up to the director to get as much help as possible from the team in terms of the healing of memories prayer, Inner Child work, continuing to walk with the person, following God's lead, and doing what is necessary. Then, the question is whether the retreatant is willing and able to do this. The team has to find a 51 70.1 2011 Harris ¯ Readiness for Spiritual Exercises A person could pray for thirty days, without actually doing the Exercises: Y2 way to ensure that the person is with a director who can work with this issue. 4. What ira person were not yet ready for the Exercises? ¯ When one person came, we already felt she might not be ready and that she was not staying for the appropriate days. Disposition days were fine. After that, the material used was fairly typi-cal, but we didn't pretend it was the Exercises. I just fol-lowed where she was. I used some Exercises material, went into the life of Christ, and just went wherever I felt the Lord was calling her. ¯ A person could pray for thirty days, without actu-ally doing the Exercises. There would be enough healing and growth that it would be very helpful. ¯ Most people who get through the screening pro-cess would be candidates for praying through the prayer pattern of the Exercises, whether or not they are capable of making the full Exercises from the decision-making mode. Y. What if there is resistance to the process of the Exercises? (For example, there may be reluctance or refusal to try different forms of prayer or particular themes, to main-tain timed prayer periods, or to do a review.) ¯ With someone who hates process, I would tackle it head on: "Are you willing to go along with it, for now?" The same for someone who hates structured prayer periods: "The Exercises are structured. Face the resistance." "It's not forever; it's just for now. Take it to Review for Religious the Lord." The key is intentionality. Are they willing to make the Exercises as they are? ¯ For the retreatant it can raise the issue "How do I respond in the face of something that doesn't fit me perfectly or that I might not like?" Then it becomes retreat material. Once knowledge of the reluctance comes to awareness, God works in it. It can burrow away underneath until it comes to consciousness. Once it's out, God deals with it. ¯ If you have a resistance in which the person wants something to happen in the Exercises that isn't happening and the person resists the pattern of the Exercises, then you have to bring that out clearly and say "What do you suggest you do next?" You could also lay out your options, saying "I don't think, given the way this pattern is devel-oping, that I am the right person to be directing you, or that this is the right place." It's not just their choice, it is also your choice. ¯ Using the imagination can provoke resistance, or it may mean the person is praying in another mode. If there is resisting, I let it continue until the person says "This isn't working, and I have to do something differ-ent." So I say, "Well, what would you like to do?" ¯ There is a huge scope about how to pray that is permissible in the Exercises. The director needs to be flexible and to understand that, for Ignatius, it isn't the Exercises as such, but it is encountering God that is important. That's why the questions are "Where's the consolation? Where's the desolation?" If there is reluc-tance to talk about one's inner life at that level, that's one issue. If there is a whole different sign language, making it difficult to draw out what is happening in prayer, that's a problem of communication, not resis-tance. If you can enter into that sign language, then the 70.1 2011 Harris ¯ Readiness for Spiritual Exercises Sometimes the grace can be given, but not opened for years. process works. If you can't, it's fairly clear there isn't a path of communication and you can't direct. ¯ For me, a good way to handle resistance, if it is in the long retreat, is to let it develop to the point where retreatants have to deal with it, rather than trying to force them to do what they don't want to do. All you can do is just be with a person as the resis-tance develops. It is important for the director to be comfortable with this and not try to truncate the pro-cess, because God is using that situation in some way. That can be hard on the director. That's why you need a team and supervi-sion. You need to be enabled just to allow the resistance to develop. ¯ Someone says that she is uncomfortable with Ignatian spirituality, that her background is Franciscan. It's true that your background affects you, but it doesn't determine you. The Exercises are Ignatian. There are huge Franciscan elements in Ignatian spirituality: the sense of witness, the sense of joy, the sense of poverty. If generosity is there, the Exercises will work. ¯ Coming to an Ignatian retreat and then resisting the process because you prefer a different spirituality is like going to a Chinese restaurant and ordering steak. 6. Is it better for a person to experience the Exercises, even in a limited way, than not to experience them at all? ¯ Sometimes the grace can be given, but not opened for years. ¯ If a person has not been able to enter into the Review for Religious experience and is not able to absorb it, the whole thing could be destructive. ¯ It depends on the person. A person may have an opportunity now to do a thirty-day retreat but may not have that opportunity later, when she is really ready to do the Exercises. ¯ It can be better for a person to make a 30-day retreat, as contrasted to the Exercises, than not to. One person came to the retreat to make a decision but was unable to do so. At the end she realized she needed to have psychological counseling. ¯ To a person who experienced the Exercises in the healing mode, it could be suggested that at some later time in life it might be worth doing them again from a new perspective and that it could be a different experience. ¯ Is it better to have loved and lost than never to have loved at all? 7. Are the current application and referee forms effective in screening out people who are not ready for the Exercises? ¯ People lie on the application forms or leave things out. Some people do better in writing their stories; oth-ers can be more open in answering the questions. The question may be whether or not the story is complete. It's what's not there that we can do nothing about. It may not be deliberate. It may be an oversight that becomes critical and makes a huge difference that may not be realized by the person. ¯ I have found that people use codes. One code is that if you think the applicant is a problem, at the end of the reference you put "And if you have any questions, please don't hesitate to call me.' ¯ If we get any indication at all that the person is being sent, that's when the referees would be called to check it out. 70.1 2011 Harris ¯ Readiness for Spiritual Exercises ¯ The way they write the letter is important. What we are looking for is humility, not pride. Applicants may not talk about their lives at all. It may be more like a job application. In the letter, there may be no sense of where a person is, no sense of history. On the other hand, some people are very honest. 8. What could be done to improve the screening process? ¯ You could provide a description of the Spiritual Exercises, showing the challenges to a person's physical, emotional, and spiritual capacities. ¯ It may be helpful to provide referees with a profile of a "ready" person and ask them to comment on any aspect of concern. ¯ Check that the major superiors who write the ref-erences understand the Exercises. Require that at least one of the referees have made the Exercises. Ask the referee to indicate any knowledge and experience of the Exercises. ¯ Even if the referee did not know the Exercises, the description of the process should alert the person as to the qualities necessary. There should be an indication of the need for an ability to tolerate solitude, the ability to pray, and psychological and emotional stability. 9. What is the process of assessment of applicants at this center? Four individuals read each application and make comments. There is a draft approval form on which three people make assessments in terms of preparation, health, maturity, balance, motivation, timing, spon-sors (any reservations), expectations, helpfulness of the experience, and a proposal of the most suitable director available. The Director of the Center would make the final decision. Review for Religious Overall Reflection on This Process Since 2003, I have directed thirteen men and women in the Nineteenth Annotation Spiritual Exercises (often called the Retreat in Everyday Life). They come here to Gethsemane Community, a community house for a small group of men and women who have mental ill-ness. Entering this environment each week and getting to know the residents as individuals does a great deal to break down stigma and open directees to one aspect of social justice. In some instances this environment has enhanced their experience of the Exercises and led to some involvement in social justice. In reflecting with applicants wishing to make the Nineteenth Annotation, I have found it helpful to keep in mind some of the issues raised in the Readiness project. Appendix: Readiness for the Spiritual Exercises We offer for reflection some questions which may form the basis for an interview with retreat house team members. 1. In your experience as a director of the Spiritual Exercises, what would you look for as indicators that a directee was ready to move into an experience of the Exercises? 2. What would indicate that a directee may not be ready? 3. Given the limitations of time, specifically the time allocated for the disposition days, what would you do to help the directee come to a state of readiness? 4. What is the place of the Exercises in healing mode? 5. What would you do if you decided the directee may not be ready for the Exercises as such or for the full Exercises? 70.1 2011 Harris ¯ Readiness for Spiritual Exercises 6. If you encountered a resistance to the process of the Exercises or to Ignatian spirituality, how would you assist the directee? 7. What would you do if you found that the directee was still emotionally "flooded" by recent trauma which blocked openness to experiencing the Exercises? 8. What would you do if you found that, without real understanding of what would be involved, someone had come as part of a sabbatical and just wanted a nice prayer experience? 9. Do you consider that the current application and referee forms are effective in screening out people not yet ready for the experience of the Exercises? If you have any concerns or uncertainties, have you any sug-gestions as to how the forms could be improved? 10. If you judged from someone's application and referee forms that the person was not ready for the Exercises, what alternatives or further preparation would you suggest? 11. How could referees (e.g., major superiors, bish-ops) without any personal experience of the Exercises, be better informed so they could act more judiciously as referees? 12. Is it better to experience the Exercises, even in a limited way, if constrained by degrees of readiness, than not to experience them at all? 13. What other questions should I have asked? Have you any other comments? Note ~ Beckard, Richard, Organization Development: Strategy and Models, (Reading, Massachusetts. Addison-Wesley, 1969). J. William Pfeiffer and John E. Jones, The 1978 Annual Handbook for Group Facilitators (University Associates). Review for Religqous JULIUS D. LELOCZKY Looking at Death from a Christian Perspective The last enemy to be destroyed is death (1 Co 15:26) Our secularized age is obsessed with the idea of death. Some thirty to forty years ago it was fashionable to talk about the death of God, a shocking phrase borrowed from Friedrich Nietzsche. There was a "death of God" theol-ogy, and there were "death of God" theolo-gians who produced a whole library of books on the topic. Today, some thinkers seem to be ready to declare death itself as god. While the Christian churches and numerous other religious groups, in general, emphasize the preeminence of life on their scale of values, a large percentage of our contemporary society is obsessed with the idea of death. It is true that the thought of our unavoidable mortality is a main human concern in any time period, Julius D. Leloczky OCist writes from Cistercian Abbey of Our Lady of Dallas; 3550 Cistercian Road; Irving, Texas 75039. growing spiritually 70.1 2011 Leloczky ¯ Looking at Death from a Christian Perspective but today, it seems, for many people, death dominates their entire existence and is the ultimate governing principle of their lives. A few weeks ago I noticed in a recent issue of The New York Times Book Review that in the best seller list of paperback fiction, six of the twenty listed books had in their titles the word "dead." A shocking expression of this macabre existential mood is the image painted by John Dominic Crossan: There is no lighthouse keeper. There is no light-house. There is no dry land. There are only people living on rafts made from their own imaginations. And there is the sea.l In this image the guard in the lighthouse represents the traditional image of God, and the ocean that besieges non-stop and finally breaks to pieces these fictitious rafts holding up the people stands for death itself. What is suggested by the image is that, ultimately, death rules. Yet we can understand that, without faith in God, with-out revelation and redemption, surrounded by the expe-riences of the coundess horrors of our age, the human mind almost unavoidably ends up with such a chilling worldview. 6o] Absurdity Yes, indeed, no one can deny it; death is the greatest absurdity. A beloved person, with an entire treasury of knowledge and skills, of kindness and loveliness, vibrancy of intellect, sense of humor, familiar play of a smile, the whole spectrum of various talents and skills, an entire lifetime of memories--all the wealth of a unique per-sonality-- is just gone from one moment to the next, without any possibility of return. Such a senseless and shocking end to human life makes life itself look absurd and tragic, just as a divorce or a failed friendship may Review for Religious make bitter many years of beautiful memories. Why should we work, struggle, dream, suffer if one day we have to leave everyone and everything? Why should we see, hear, experience beauty and goodness and happiness if all of that is only a transitory moment like a pleasant passing breeze and we cannot enjoy it forever? If we cannot live and love forever, why live and love at all? Forever Forever. This is the key word of our life. Whatever we like and whomever we love, we wish to possess for-ever. It is written in our genes, in our blood, in our instincts that we want to live for-ever. We feel in our bones that we have been created for eternity. That is why the pharaohs built their pyra-mids, why the painter paints his pictures, why the poet writes his poems, and why parents want to have children and grandchildren--all these in order to leave some-thing, some part of themselves, behind in this world after they die. We know that we have been created for eternity because we know from the Bible that we have been created in the image of God. That is why we want to live forever, why we find death an absurdity. We ask God defiantly, "If you created us to share in your hap-piness, why did you not create us immortal?" If we cannot live and love forever, why live and love at all? Freedom and Obedience Well, man and woman had originally been created immortal, but also free, just as God is free. In giving 70.1 2011 Leloczky ¯ Looking at Deatb from a Christian Perspective human beings freedom, God gambled--took a tremen-dously great risk---and lost, because man and woman miserably misused their freedom. God lost, and when God lost, we all lost; we lost our immortality, and there-fore we all have to die. Absurdity entered our world. But God is a stubborn God who did not give up but continued to gamble and took an even greater risk by sending the Son on earth as a man. This Son, unlike Adam, was obedient, and he was sent to restore what Adam had squandered by disobedience. But God lost again. When this Son of God was made human in Jesus of Nazareth, his fellow human beings rejected him, condemned him to death, and killed him. The Son was obedient unto death, and being obedient he shared the plight of human life to its very depths: he suffered torture and died on the cross. The worst case scenario became a reality: evil, rebellion, and disobedience tri-umphed over God's goodness, and God's loving plan was seemingly frustrated for good. But enter God's wisdom and almighty power, which out of the worst can make the best. Jesus solemnly declared to Martha just before he raised Lazarus, her brother, from the dead: "I am the resurrection and the life" (Jn 11:25). This Son, the man Jesus Christ, was Life itself, with God's own eternal Life that death could never overpower or defeat dwell-ing within him. This Life proved to be stronger than death and thus ultimately defeated death: on the third day Jesus rose from the dead; he won over death, and his resurrection became the death of death itself. The result of this victory was that the death and resurrection of the one who is Life changed the character and mean-ing of death forever. What used to be the sign of final annihilation became for the friends of Jesus the sign of a new, eternal life: the sign of resurrection. Review for Religious One Life When a person receives Christ's risen life through faith and baptism, as far as that person is concerned, order returns in the world, absurdity is expelled, and death takes on a positive meaning. Formerly, death was a tragic end; now it is the source of new life. Jesus is the seed of this new life, and the seed of new life is planted into us by baptism. We carry the new, eternal life hidden in our fragile bodies. We still have to die. However death no longer means the end of life but the breaking out of eternal life (till now hidden in us by the limitations of our mortal bodies) into eternal dimensions. In an ancient prayer the church is expressing what happens when we die: "Lord, for your faithful people life is changed, not ended." In death we just leave behind all weakness and sickness, all imperfection and decay, and we look forward to a glori-ous, jubilant, eternal life in which all tears will be wiped away. A glory is waiting for us that eye has not seen, ear has not heard, and no mind is able to imagine. Life is one and indivisible; it cannot be separated into a life here on earth and another life after death. Human life, as redeemed by Jesus Christ, is like a tree that keeps growing and growing, and when it cannot grow any further on earth, it breaks through the sky, grows into heaven, and continues growing there. Death is no longer a horrifying enemy or a stumbling block but our ally, a stepping stone toward God, or, as St. Francis of Assisi joyfully called it, "Sister Death." Life is one and indivisible; it cannot be separated into a life here on earth and another life after death. 70.1 2011 Leloczky ¯ Looking at Death from a Christian Perspective One Love Not only is life one and indivisible; so also is love. We read in the Song of Songs that "Love is strong as death" (8:6). Saint Paul writes to the Corinthians, "Love never ends . Faith, hope, and love remain, these three, but the greatest of these is love" (1 Co 13:8-13). Just as the soul is immortal, just as the body, at the end of time, will rise to eternal life, so also the love which a person had in earthly life will live on and continue to grow even after death. Our departed loved ones take their love, with all the other beauty and wealth of their personalities, with them into eternity. I think our risen bodies, with all their skills and talents, will look and act as they looked and acted at the peak of our lives--but without any brokenness--at the point when they reached the epitome of life, before they started the decline into old age. In addition, they will become more beautiful and more precious than they ever were in earthly life because they will be freed from all traces of selfishness. As we think of our friends and relatives who died, we should think of them with the awareness that this wealth of their personalities is with them even now, and if it is with them it is also with us. As long as we are alive on earth, our lives are "unfinished symphonies." When we die, our lives become completed masterpieces on which God puts the divine finishing touch. We should value greatly as our own treasure--hidden for eternity in heaven--the masterpieces of those we love who have gone before us. Preparing for Death We should look also at our own lives from the per-spective of death, and we should ask ourselves from time to time, Am I really working on the masterpiece I am Review for Religious supposed to become? Am I living my days in such a way that my words and deeds and thoughts keep building up in me that temple of the Holy Trinity that God meant me to become? Yes, we realize that most of the work is being done by God, but we should not forget that our cooperation is essential. With a simple metaphor we might say that God provides the building blocks for this temple but our free decisions are the mortar that holds the structure together. It is said that we will die in the way we live. Are my actions, my words, and my thoughts such that they are preparing for me a peace-ful death? In keeping with the above image of life as a tree, is my life growing toward heaven or in a different direction--or, maybe, not growing at all? A Question I frequently hold this question in mind: is there any reason why we could not communicate with our loved ones who have died? I don't think so; if we can ask any of the saints for their intercession, we should be able to be in touch also with our deceased friends and loved ones. I am sure that our loving ghoughts passing from here to there can reach them, more reliably than our call can reach someone through the telephone. Those in heaven and on earth are connected in a loving union by the grace of God, by the presence of God's trinitarian life in all of us. Our departed loved ones are not living light years away from us: they are near us, with us, right next to us. Only hell, the condition of total frozen isola-tion and loneliness, is separated from us. Outside of that state all people are united, in union with each other in God in love, just as the Abbess reflects in the last few words of Thornton Wilder's novel The Bridge of San Luis Re),: "There is a land of the living and a land of the dead 70.1 2011 Leloczky ¯ Looking at Death from a Christian Perspective and the bridge is love, the only survival, the only mean-ing." Or, as St. Paul puts it even more succinctly, "Love never ends" (1 Co 13:8). Note ' John Dominic Crossan, The Dark Interval: Towards a Theology of Sto~y (Polebridge Press, 1988), p. 28. Ask the Birds (Job 12:7) A flock of sparrows speckles the blue-gray sky swooping as one over the November park, slate silhouettes navigating the air with precision. Nuns used to look like this: dark habited, veils streaming in the wind, clustered freely within invisible enclosures. Some inner rule draws the birds to the barren branches of the tallest tree in the straight rank of elms waving to the lake. Despite their gentle bones, the birds' combined weight slows the sway. Stillness. They come each day for prayer or discernment, perched like transient blossoms crowning the tree's skyward arteries. This daily practice suggests permanence, yet I marvel that multiple revisions cast shadows on their family tree: life-sustaining changes in size, shape, speed, and song. I watch their aura of stability and belonging knowing from experience they'll soon be gone. For a few moments, though, their presence comforts me. Then, self-dismissed, the group leaves as it came, a compact community ascending gracefully into unknown and unfeared futures. Terri MacKenzie SHCJ Review for Religious j. THOMAS HAMEL Spiritual Direction 101 ~Ehxerecnis Iegs naantdi,u fso rw eaxsa mcopmlep, goasvine gin tshtreu Sctpioirnist utoal Consider the office of consoling which Christ Our Lord bears and to compare how friends are accus-tomed to console friends (224),~ is it possible that he was still experiencing that kind of consolation? Every now and then, if I should jot down a note in my diary, I can still feel the experience as I record it. The very same re-experiencing, I believe, takes place in speaking as it does in writing, and that fact has led to the ministry of spiritual direction. Thus the prayer experience of a directee is not necessarily wholly taken in until spoken to the sl~iritual director. At this point, the conversation 'takes. on. the complexion of praying. I should add, however, that in all my years of giving direction I have never begun a meeting with formal prayer. My principal reason for this is the fear of presenting myself as an authority figure. Instead, the Father J. Thomas Hamel sJ wrote for us in 2010 in our 69.1 issue. His address remains College of the Holy Cross; 1 College Street; Worcester, Massachusetts 01610. 70.1 2011 Hamel ¯ Spiritual Direction I01 68 simple courtesies of welcome and personal concern are not only appropriate but also serve to prepare the way for contemplative exchange. Ignatius speaks of the one who gives the Exercises and the one who receives the Exercises (Annotation 1). The same roles are present in the ministry of spiritual direction, except that the giving and receiving become a dual ministry. Over time, a directee actually begins to minister to the director by the Way she presents her narrative. Sharing the experience of God is a gift to the director, whose own ministry of giving invited the directee to explore her experience in the first place. In desiring to see what the directee sees, to hear what the directee hears, and to notice what the directee notices, a contemplative director is being a good teacher. By contrast, when not contemplating, a director is merely gathering information, which often results in the direc-tor's primary focus being on the directee rather than on what God is doing. The seed scattered on the ground and beginning to sprout, while no one knows exactly how (Mt 4:27), is an apt metaphor for spiritual direction as it gets underway. The image of the sprouting seed captures what God is doing in both the director and directee. In this spiritual climate, choices begin to blossom. Witnessing a directee coming to reflect in a new way is like being with God in slow motion. A director, not wanting to rush ahead, might nevertheless, if nudged by God, say something he has never said before--and say it with confidence. In a direction session, things do happen for the first time, both for the one giving and for the one receiving direc-tion. For example, the directee may say, Last week in prayer I said to God "I love you." The words just came out of me from my toes to the top Review for Religious of my head. I am fifty years old. This is the first time in all my fifty years I could say that to God. It just poured out of me. I can scarcely believe I said it, but I did, and I meant every word. A first-time experience is wrapped in wonder, creat-ing new inner space. In saying to God "I love you," the directee was newly finding himself lovable. That may account for wanting to share the experience with the spiritual director. When a directee finds a home in Scripture, the door of the imagination opens wide to the director. The sim-ple key to remaining in a gospel scene is to get involved as if we were present -- (114). That involvement is part of being contem-plative. Moreover, just imagine what a directee is feeling when taking time to think of what to say to the Blessed Trinity or to the Eternal Word Incarnate or to our - - Mother and Lady (109). Imagine what a director is feeling when the deepening relationship with Jesus more and more becomes the major narrative of the directee or when moments of silence become moments of prayer. It is normal for a director to refer to an experience of God brought to a previous meeting with the directee. The Prayer of Rememberance These silent interludes are capable of suggesting a particular form of prayer. For example, it is normal for a director to refer to an experience of God brought to a previous meeting with the directee. In addition, the memory of what happened six months ago may be brought into the present conversation. Looking back 70.1 2011 Hamel ¯ Spiritual Direction I01 on the retreat made last year could affect the outcome of moments of quiet during direction. Such memories turn into a prayer of remembrance, especially when the relationship with Christ, his personal attraction, and his challenge are the focal point of the dialogue. Gathering up the leftovers of the past which feed the present is one way we carry out Jesus' everlasting desire that we "do this in remembrance of me" (Lk 22:19). The prayer of remembrance is to have the mind and heart of Christ by taking up the cup and eating the bread of ongoing prayer, of daily life itself, and the cup and bread of spiritual direc-tion. Essential to this prayer is the flexibility to adapt, to be open to what comes up in a spiritual direction session, so that the seed of a new moment may not fall by the wayside without taking root but may be brought to good soil that touches the soul and sprouts afresh. The operative word, of course, is contemplation as in contemplatio--Contemplatio ad amorem--the Contemplation to Keep on Loving (230). This prayer of morning, noon, and evening in everyday life brings to memory the ben-efits received--of my creation, redemption, and partic-ular gifts (234). One might easily name as among the benefits the particular gifts that come in the process of spiritual direction itself: trust, supervision, discernment, spiritual insight, self-knowledge, and the sense of security generated by the clear boundaries between director and directee. Each gift is like a parable that reveals a par-ticular place where God dwells. "See how God dwells in creatures likewise making a temple of me, being created to the image and likeness of His Divine Majesty" (235). The temple is no longer a place, but a person to be con-templated. In the ministry of giving spiritual direction, the spiritual director may grow aware of imitating Jesus, who has truly been contemplating the directee. This Review for Religious might be a new experience for the director as well as for the one receiving direction¯ Being looked at is one thing; being contemplated is noticeably different and reassur-ing. How much the deed of love is shown in contemplat-ing the other! At one time that love expresses itself as an exuberance of joy and gladness, while on other occa-sions it shows itself -- as the urge to labor and work: "consider how God works and labors for me ¯ . ." (236). It is no wonder that spiri-tual direction takes on a life of its own outside of meetings and in the psalms of everyday life. - . That life outside of spiritual direction may be as modest as noticing people reading the Bible on a sub-way and feeling connected with them. It may be coming across God's beauty at the sight of children feeding the swans and their cygnets in a local pond. The crowded streets of the city may bring to mind the picture of Jesus, who was surrounded by crowds of people but never lost sight of the poor among them. Conversations at home and at work may take on a kind of fragrance associ-ated with the conversations in spiritual direction. To put a gloss on St. Paul's "our citizenship is in heaven" (Ph 3:20), our eternal citizenship begins with our feet planted on the earth. That is the test of good spiritual direction. With both feet planted on the earth, Jesus covered a lot of territory in the towns, villages, and synagogues In the ministry of giving spiritual direction, the spiritual director may grow aware of imitating Jesus, who has truly been contemplating the directee. 71 70.1 2011 Hamel * Spiritual Direction I01 of Palestine. Ordinary people would hang on his every word as he spoke in the Temple area. Theologians like Nicodemus would seek his counsel at night. Children would run to him. He loved to tell stories, host picnics, do some fishing in all kinds of weather. Throughout his travels he gave new hope to the poor and marginal-ized. In all his comings and goings, Jesus was a light to old and young, enabling them to contemplate their own goodness, mercy, and faithfulness, thereby elicit-ing from them a response radiant with gratitude to the "bright morning star arising in their hearts" (2 P 1:19). In the light that was Jesus, new sights and sounds came to birth. A spoken word of his echoes Isaiah: And when you turn to the right or when you turn to the left, your ears shall hear a word behind you, saying, "This is the way; walk in it" (Is 30:21). An interior word, voiceless, reaches the heart. Like the dawn from on high, luminous as the sun and the brightness of rushing waters, the ministry of spiritual direction is a journey into the light of contemplative giving and receiving. Note I David L. Fleming, Draw Me Into Your Friendship: The Spiritual Exercises. A Literal Translation and a Contentporary Reading (St. Louis: Institute of Jesuit Sources, 1996), p. 168, n. 224. Hereafter I will refer to the Exercises by giving the paragraph number in parentheses 72 Review for Religious PHYLLIS ZAGANO Looking for Nuns, Finding Women Deacons The twin events of the Apostolic Visitation of Women Religious in the United States and the doctrinal investigation of the Leadership Conference of Women Religious present an opportunity to revisit and reconsider the tra-dition of women deacons. While the Apostolic Visitation appears to be primarily involved with lifestyle and ministry, and the doctrinal investigation of LCWR is more inquisitorial in style, each in its own way points toward a reflexive institutional recognition of the place of women in diaconal ministry. The Apostolic Visitation, which moved from initial and unscripted general inquiry, through a detailed three-part questionnaire, to on-site visitations of approximately 25% of U.S. institutes of women religious, is widely Phyllis Zagano is a well-known authority on women in ministry and senior research associate-in-residence at Hofstra University; 104 Heger Hall; 115 Hofstra University; Hempstead, New York 11549. exploring religious life 73 70.1 2011 Zagano ¯ Looking for Nuns, Finding Women Deacons viewed as a corporate insult to the 59,000 or so U.S. women religious under scrutiny and to the local bishops responsible for overseeing them. The doctrinal investigation of the Leadership Conference of Women Religious ballooned from a request for position statements on the matter of women priests, homosexuality, and the primacy of Christ in interreligious dialogue to a full review of publications and positions, directed by American Cardinal William J. Levada, Prefect of the Congregation for the Doctrine of the Faith. Read positively, the subtext of the combined events can provide information about the re-evolution of wom-en's ministry, now through apostolic religious life for women, to the restored permanent diaconate, which is both historically and contemporaneously properly understood as a ministry of prayer and service. Understanding the Diaconate Deacons are ordained to a ministry of service, spe-cifically to the word, the liturgy, and charity. They are not "mini-priests," but clerics with a specific vocation to diaconal ministry. Their distinction from priests is clear in The Catechism of the Catholic Church, No. 875: From [Christ], bishops and priests receive the mis-sion and faculty ("the sacred power") to act in per-sona Christi Capitis; deacons receive the strength to serve the people of God in the diaconia of the liturgy, word and charity, in communion with the bishop and his presbyterate. On 26 October 2009, Pope Benedict XVI issued a Motu proprio entitled Omnium in mentem, which codifies the distinction between priesthood and the diaconate as the distinction is articulated in the Catechism. As stipu- Review for Religious lated in the Motu proprio and now entered into law, dea-cons serve the people of God through the diaconia of the liturgy, the word, and charity. The clear distinction between the priest (who acts in the person of Christ, head of the church) and the deacon (who serves the people of God) both reflects arguments against the ordina-tion of women to the priesthood and deflects arguments against the ordination of women to the diaconate. The essential points raised against women priests are (1) the argument from authority--Jesus chose male apostles and (2) the iconic argu-ment- one must phys-ically represent Jesus. Of course, neither of these applies to the diaconate for several reasons. First, the Apostles, not Christ, are gener-ally understood to have created the diaconate (Ac 6:1-6). Second, the only person in Scripture specifically called "deacon" is Phoebe (Rm 16:1). Third, the deacon is ordained "not to the priesthood, but to the ministry." It is important to recognize both that the diaconate is not the priesthood and that diaconal service is a legitimate vocation for women. Apostolic Religious Life and the Diaconate It is important to recognize both that the diacon-ate is not the priesthood and that diaconal service is a legitimate vocation for women. Without entering into a determinative debate about the immediate possibility of restoring the female diaconate in the Western Church, we can review the twin investigations of women reli- 70.1 2011 Zagano ¯ Looking for Nuns, Finding Women Deacons 76 gious in light of the possibility of an increasingly evident vocation of women to apostolic ministry as deacons. The evolution of what has come to be termed "min-isterial religious life''1 in the United States has moved sufficient numbers of women away from monastery and cloister practices toward ministerial life inserted into the lives of the people, a way of life supported by com-mon life and sometimes,.but not always, lived in com-mon ministry. This ministerial life has many similarities to the ministerial life of the ordained deacon. The Apostolic Visitation's questionnaire is divided into several sections: Identity, Governance, Membership, Spiritual Life, Common Life, Mission & Ministry, and Finances. If each section is considered in the light of apostolic women religious doing the diaconal work of the church--now as unordained lay ministers--we can easily intuit the divergent directions taken by the Visitation and a given institute guided by the Spirit to address the needs of the times. If there indeed is an emerging femi-nine vocation to the diaconate, then perhaps some apos-tolic women religious are demonstrating it. Vatican documents provided by the Visitation team present an investigation into what has come to be under-stood as traditional apostolic religious life, and the over-all attitude of the event itself seems to call for a return to common habit, horaria, mission, and ministry. Indeed, recent statistics gathered by the Center for Applied Research in the Apostolate demonstrate that the larger numbers of new vocations to religious life are to insti-tutes that demonstrate such commonality.2 The com-mon- if unstated--criticism of other institutes (those not living according to more traditional expectations) is that they would have more new vocations if they would return to a traditional religious life. But those new voca- Review for Religion, s tions would then be looking for a religious life that is more monastic or cloistered. They would not fit among the evolving charisms of the institutes without common horaria or habit, whose members have moved toward independent and/or less traditional ministries while retaining the public identity of their mem-bership in an institute of consecrated life. The choice appears to be between an institute adopting or retaining common habit, horaria, mission, and ministry, or dying out. Such presents a classic either-or fallacy. The criti-cism ignores the possibility of new life and rebirth into something new. That is, the choice is not between tradi-tional religious life and nothing but between traditional religious life and a new thing. There is no dearth of young women who wish to ded-icate their lives to ministry. Religious life is not identical to lay ecclesial ministry, and such criticism overlooks the fact of increasing numbers of lay ecclesial ministers (some statistics point to 35,000 in the United States today) and, especially, the large number of young women entering lay ecclesial ministry. Neither is religious life the diacon-ate, but such criticism also overlooks the large number of ordained deacons (approximately 36,000 worldwide, with more than 16,000 in the United States). Is it possible that the vocations to apostolic religious life are being overtaken by newer vocations, specifically, to lay ecclesial ministry (being lived out by those married, single, and in religious life) as well as by the vocation to the ordained There is no dearth of young women who wish to dedicate their lives to ministry. 77 70.1 2011 Zagano * Looking for Nuns, Finding Women Deacons diaconate (now being lived out by those married, and by both secular and religious celibates)? Is it possible that the young women who once might have entered many of the now fading institutes of religious life are choos-ing lives more akin to those of secular--or religious--lay ecclesial ministers or deacons? Apostolic Religious and the Diaconal Ministry To assess the possible findings of Rome's twin investigations, it is well to look at the severest critics of contemporary U.S. women's religious life, including journalist Ann Carey, whose 1997 Our Sunday Visitor book, Sisters in Crisis: The Tragic Unraveling of VVomen's Religious Communities, connects abandonment of the habit with what she terms "the deconstruction of min-istry." Carey presents at least one modern case study that pits a religious community of women against the local hierarchy. That case study, the story of the Sisters of the Immaculate Heart of Mary in California, is remi-niscent of medieval tugs-of-war between bishops and abbesses over control, not only of the conventual living arrangements of the women, but of their properties and very status as well. The eleventh century saw the initia-tion of the Gregorian Reform, which eventuated in the elevation of the clergy and concurrent diminution of women, including and especially women religious. That thousand-year split between what can be viewed, at least in retrospect, as the "men's church" and the "women's church" echoes throughout Carey's book, which at every turn criticizes the move of women religious away from common habit, horaria, mission, and ministry. Carey's book, however, speaks only to what she per-ceives as a movement away from, without any consider-ation of what the institutes of women religious moved Review for Religious toward as they modernized habits and horaria. Neither she, nor others of the deepest critics of contemporary apostolic religious life for women in the United States, note that the changes were and are specifically in the service of mission and ministry. Granted, missions may have been redefined and broadened, along with minis-tries, but

Over the last decade, Kenya's society and economy have changed fundamentally and these deep trends will continue. Rapid population growth and urbanization will create many new challenges which need to be managed well to support Kenya's economic take-off in the medium-term. This fourth edition of the Kenya economic update argues that Kenya can turn the tide in turbulent times and make the most of the ongoing structural shifts. In 2011, Kenya will need to address short-term domestic and international shocks, including higher inflation, pressures on the exchange rate and, most importantly, a volatile political environment. The government will need to navigate through these shocks successfully and to continue with its economic reform program to achieve higher growth. At the same time, the government will be making major strategic decisions in Kenya's decentralization architecture which will shape the medium-term development prospects of the country. Economic success is possible, as the 5.6 percent growth in 2010 has shown. If growth will accelerate to an average of 6 percent this decade, Kenya will achieve middle income country status by 2019.

Bacillus cereus sensu lato comprises Gram-positive spore-forming bacteria producing toxins associated with foodborne diseases. Three pore-forming enterotoxins, nonhemolytic enterotoxin (Nhe), hemolysin BL (Hbl), and cytotoxin K (CytK), are considered the primary factors in B. cereus sensu lato diarrhea. The aim of this study was to determine the potential risk of enterotoxicity among soil B. cereus sensu lato isolates representing diverse phylogroups and originated from different geographic locations with various climates (Burkina Faso, Kenya, Argentina, Kazakhstan, and Poland). While nheA- and hblA-positive isolates were present among all B. cereus sensu lato populations and distributed across all phylogenetic groups, cytK-2-positive strains predominated in geographic regions with an arid hot climate (Africa) and clustered together on a phylogenetic tree mainly within mesophilic groups III and IV. The highest in vitro cytotoxicity to Caco-2 and HeLa cells was demonstrated by the strains clustered within phylogroups II and IV. Overall, our results suggest that B. cereus sensu lato pathogenicity is a comprehensive process conditioned by many intracellular factors and diverse environmental conditions. ; Izabela Święcicka - izabelas@uwb.edu.pl ; Justyna Drewnowska - Department of Microbiology, Faculty of Biology, University of Bialystok, Bialystok, Poland ; Natalia Stefańska - Department of Microbiology, Faculty of Biology, University of Bialystok, Bialystok, Poland ; Magdalena Czerniecka - Department of Cytobiochemistry, Faculty of Biology, University of Bialystok, Bialystok, Poland; Laboratory of Tissue Culture, Faculty of Biology, University of Bialystok, Bialystok, Poland ; Grzegorz Zambrowski - Laboratory of Applied Microbiology, University of Bialystok, Bialystok, Poland ; Izabela Święcicka - Department of Microbiology, Faculty of Biology, University of Bialystok, Bialystok, Poland; Laboratory of Applied Microbiology, University of Bialystok, Bialystok, Poland ; Mock M, Fouet A. 2001. Anthrax. Annu Rev Microbiol 55:647–671. https://doi.org/10.1146/annurev.micro.55.1.647 ; Murawska E, Fiedoruk K, Swiecicka I. 2014. Modular genetic architecture of the toxigenic plasmid pIS56-63 harboring cry1Ab21 in Bacillus thuringiensis subsp. thuringiensis strain IS5056. Pol J Microbiol 63:147–156. https://doi.org/10.33073/pjm-2014-020. ; Stenfors Arnesen LP, Fagerlund A, Granum PE. 2008. From soil to gut: Bacillus cereus and its food poisoning toxins. FEMS Microbiol Rev 32: 579 – 606. https://doi.org/10.1111/j.1574-6976.2008.00112.x. ; Dierick K, Van Coillie E, Swiecicka I, Meyfroidt G, Devlieger H, Meulemans A, Hoedemaekers G, Fourie L, Heyndrickx M, Mahillon J. 2005. Fatal family outbreak of Bacillus cereus-associated food poisoning. J Clin Microbiol 43:4277– 4279. https://doi.org/10.1128/JCM.43.8.4277-4279.2005. ; Swiecicka I, Bideshi DK, Federici BA. 2008. Novel isolate of Bacillus thuringiensis subsp. thuringiensis that produces a quasi-cuboidal crystal of Cry1Ab21 toxic to larvae of Trichoplusia ni. Appl Environ Microbiol 74:923–930. https://doi.org/10.1128/AEM.01955-07. ; Guinebretiere M-H, Auger S, Galleron N, Contzen M, De Sarrau B, De Buyser M-L, Lamberet G, Fagerlund A, Granum PE, Lereclus D, De Vos P, Nguyen-The C, Sorokin A. 2013. Bacillus cytotoxicus sp. nov. is a novel thermotolerant species of the Bacillus cereus group occasionally associated with food poisoning. Int J Syst Evol Micriobiol 63:31– 40. https://doi.org/10.1099/ijs.0.030627-0. ; Miller R, Beno SM, Kent DJ, Carroll LM, Martin NM, Boor KJ, Kovac J. 2016. Bacillus wiedmannii sp. nov., a psychrotolerant and cytotoxic Bacillus cereus group species isolated from dairy foods and dairy environments. Int J Syst Evol Microbiol 66:4744 – 4753. https://doi.org/10.1099/ijsem.0.001421. ; Jiménez G, Blanch AR, Tamames J, Rosselló-Mora R. 2013. Complete genome sequence of Bacillus toyonnsis BCT-7112T, the active ingredient of the feed additive preparation Toyocerin. Genome Announc 1:e01080-13. https://doi.org/10.1128/genomeA.01080-13. ; Lechner S, Mayr R, Francis KP, Prüss BM, Kaplan T, Wiessner-Gunkel E, Stewart GS, Scherer S. 1998. Bacillus weihenstephanensis sp. nov. is a new psychrotolerant species of the Bacillus cereus group. Int J Syst Evol Microbiol 48:1373–1382. https://doi.org/10.1099/00207713-48-4-1373. ; Nakamura LK. 1998. Bacillus pseudomycoides sp. nov. Int J Syst Evol Microbiol 48:1031–1035. https://doi.org/10.1099/00207713-48-3-1031. ; Liu Y, Lai Q, Shao Z. 2018. Genome analysis-based reclassification of Bacillus weihenstephanensis as a later heterotypic synonym of Bacillus mycoides. Int J Syst Evol Microbiol 68:106 –112. https://doi.org/10.1099/ijsem.0.002466. ; Thorsen L, Hansen BM, Nielsen KF, Hendriksen NB, Phipps RK, Budde BB. 2006. Characterization of emetic Bacillus weihenstephanensis, a new cereulide-producing bacterium. Appl Environ Microbiol 72:5118 –5121.https://doi.org/10.1128/AEM.00170-06. ; Jung MY, Kim JS, Paek WK, Lim J, Lee H, Kim PI, Ma JY, Kim W, Chan YH. 2011. Bacillus manliponensis sp. nov., a new member of the Bacillus cereus group isolated from foreshore tidal flat sediment. J Microbiol 49:1027–1032. https://doi.org/10.1007/s12275-011-1049-6. ; Jung MY, Paek WK, Park IS, Han JR, Sin Y, Paek J, Rhee MS, Kim H, Song HS, Chang YH. 2010. Bacillus gaemokensis sp. nov., isolated from foreshore tidal flat sediment from the Yellow Sea. J Microbiol 48:867– 871. https://doi.org/10.1007/s12275-010-0148-0. ; Cheng T, Lin P, Jin S, Wu Y, Fu B, Long R, Liu D, Guo Y, Peng L, Xia Q. 2014. Complete genome sequence of Bacillus bombysepticus, a pathogen leading to Bombyx mori Black Chest Septicemia. Genome Announc 2:e00312-14. https://doi.org/10.1128/genomeA.00312-14. ; Liu B, Liu GH, Hu GP, Sengonca C, Lin NQ, Tang JY, Tang WQ, Lin YZ. 2014. Bacillus bingmayongensis sp. nov., isolated from the pit soil of Emperor Qin's terra-cotta warriors in China. Antonie Van Leeuwenhoek 105:995. https://doi.org/10.1007/s10482-014-0150-3. ; Liu Y, Du J, Lai Q, Zeng R, Ye D, Xu J, Shao Z. 2017. Proposal of nine novel species of the Bacillus cereus group. Int J Syst Evol Microbiol 67:2499 –2508. https://doi.org/10.1099/ijsem.0.001821. ; Castiaux V, Laloux L, Schneider YJ, Mahillon J. 2016. Screening of cytotoxic B. cereus on differentiated Caco-2 cells and in co-culture with mucus-secreting (HT29-MTX) cells. Toxins 8:320. https://doi.org/10.3390/toxins8110320. ; Jessberger N, Krey VM, Rademacher C, Böhm ME, Mohr AK, Ehling-Schulz M, Scherer S, Märtlbauer E. 2015. From genome to toxicity: a combinatory approach highlights the complexity of enterotoxin production in Bacillus cereus. Front Microbiol 6:560. https://doi.org/10.3389/fmicb.2015.00560. ; Wijnands LM, Dufrenne JB, Rombouts FM, In 't Veld PH, van Leusden FM. 2006. Prevalence of potentially pathogenic Bacillus cereus in food commodities in the Netherlands. J Food Prot 69:2587–2594. https://doi.org/10.4315/0362-028X-69.11.2587. ; Miller RA, Jian J, Beno SM, Wiedmann M, Kovac J. 2018. Intraclade variability in toxin production and cytotoxicity of Bacillus cereus group type strains and dairy-associated isolates. Appl Environ Microbiol 84:e02479-17. https://doi.org/10.1128/AEM.02479-17. ; Drewnowska JM, Swiecicka I. 2013. Eco-genetic structure of Bacillus cereus sensu lato populations from different environments in northeastern Poland. PLoS One 8:e80175. https://doi.org/10.1371/journal.pone.0080175. ; Bartoszewicz M, Czyz˙ewska U. 2017. Spores and vegetative cells of phenotypically and genetically diverse Bacillus cereus sensu lato are common bacteria in fresh water of northeastern Poland. Can J Microbiol 63:939 –950. https://doi.org/10.1139/cjm-2017-0337. ; Da Riol C, Dietrich R, Märtlbauer E, Jessberger N. 2018. Consumed foodstuffs have a crucial impact on the toxic activity of enteropathogenic Bacillus cereus. Front Microbiol 9:1946. https://doi.org/10.3389/fmicb.2018.01946. ; Tewari A, Abdullah S. 2015. Bacillus cereus food poisoning: international and Indian perspective. J Food Sci Technol 52:2500 –2511. https://doi.org/10.1007/s13197-014-1344-4. ; Kroten´ MA, Bartoszewicz M, S´wie˛cicka I. 2010. Cereulide and valinomycin, two import ant natural dodecadepsipeptides with ionophoretic activities. Pol J Microbiol 59:3–10. https://doi.org/10.33073/pjm-2010-001. ; European Food Safety Authority, European Centre for Disease Prevention and Control. 2018. The European Union summary report on trends and sources of zoonoses, zoonotic agents and foodborne outbreaks 2017. EFSA J 16:e05500. ; Lund T, De Buyser ML, Granum PE. 2000. A new cytotoxin from Bacillus cereus that may cause necrotic enteritis. Mol Microbiol 38:254 –261. https://doi.org/10.1046/j.1365-2958.2000.02147.x ; Fagerlund A, Ween O, Lund T, Hardy SP, Granum PE. 2004. Genetic and functional analysis of the cytK family of genes in Bacillus cereus. Microbiology 150:2689 –2697. https://doi.org/10.1099/mic.0.26975-0 ; Gohar M, Faegri K, Perchat S, Ravnum S, Økstad OA, Gominet M, Kolstø AB, Lereclus D. 2008. The PlcR virulence regulon of Bacillus cereus. PLoS One 3:e2793. https://doi.org/10.1371/journal.pone.0002793 ; Grenha R, Slamti L, Nicaise M, Refes Y, Lereclus D, Nessler S. 2013. Structural basis for the activation mechanism of the PlcR virulence regulator by the quorum-sensing signal peptide PapR. Proc Natl Acad Sci U S A 110:1047–1052. https://doi.org/10.1073/pnas.1213770110. ; Böhm ME, Huptas C, Krey VM, Scherer S. 2015. Massive horizontal gene transfer, strictly vertical inheritance and ancient duplications differentially shape the evolution of Bacillus cereus enterotoxin operons hbl,cytK and nhe. BMC Evol Biol 15:246. https://doi.org/10.1186/s12862-015-0529-4. ; Kaminska PS, Yernazarova A, Murawska E, Swiecicki J, Fiedoruk K, Bideshi DK, Swiecicka I. 2014. Comparative analysis of quantitative reverse transcription real-time PCR and commercial enzyme immunoassays for detection of enterotoxigenic Bacillus thuringiensis isolates. FEMS Microbiol Lett 357:34 –39. https://doi.org/10.1111/1574-6968.12503. ; Swiecicka I, Bartoszewicz M, Kasulyte-Creasey D, Drewnowska JM, Murawska E, Yernazarova A, Lukaszuk E, Mahillon J. 2013. Diversity of thermal ecotypes and potential pathotypes of Bacillus thuringiensis soil isolates. FEMS Microbiol Ecol 85:262–272. https://doi.org/10.1111/1574-6941.12116. ; Cohan FM. 2017. Transmission in the origins of bacterial diversity, from ecotypes to phyla. Microbiol Spectr 5:MTBP-0014-2016. https://doi.org/10.1128/microbiolspec.MTBP-0014-2016 ; Guinebretière MH, Thompson FL, Sorokin A, Normand P, Dawyndt P, Ehling-Schulz M, Svensson B, Sanchis V, Nguyen-The C, Heyndrickx M,De Vos P. 2008. Ecological diversification in the Bacillus cereus group.Environ Microbiol 10:851– 865. https://doi.org/10.1111/j.1462-2920.2007.01495.x ; Fiedoruk K, Drewnowska JM, Daniluk T, Leszczynska K, Iwaniuk P, Swiecicka I. 2017. Ribosomal background of the Bacillus cereus group thermotypes. SciRep 7:46430. https://doi.org/10.1038/srep46430. ; Guinebretière MH, Velge P, Couvert O, Carlin F, Debuyser ML, Nguyen-The C. 2010. Ability to Bacillus cereus group strains to cause food poisoning varies according to phylogenetic affiliation (group I to VII) rather than species affiliation. J Clin Microbiol 48:3388 –3391. https://doi.org/10.1128/JCM.00921-10. ; Peel MC, Finlayson BL, McMahon TA. 2007. Updated world map of the Köppen-Geiger climate classification. Hydrol Earth Syst Sci 11:1633–1644. https://doi.org/10.5194/hess-11-1633-2007. ; Slamti L, Lereclus D. 2005. Specificity and polymorphism of the PlcRPapR quorum-sensing system in the Bacillus cereus group. J Bacteriol 187:1182–1187. https://doi.org/10.1128/JB.187.3.1182-1187.2005. ; Kaminska PS, Yernazarova A, Drewnowska JM, Zambrowski G, Swiecicka I. 2015. The worldwide distribution of genetically and phylogenetically diverse Bacillus cereus isolates harbouring Bacillus anthracis-like plasmids. Environ Microbiol Rep 7:738 –745. https://doi.org/10.1111/1758-2229.12305. ; Hendriksen NB, Hansen BM, Johansen JE. 2006. Occurrence and pathogenic potential of Bacillus cereus group bacteria in a sandy loam. Antonie Van Leeuwenhoek 89:239 –249. https://doi.org/10.1007/s10482-005-9025-y. ; Collier FA, Elliot SL, Ellis RJ. 2005. Spatial variation in Bacillus thuringiensis/cereus populations within the phyllosphere of broad-leaved dock (Rumex obtusifolius) and surrounding habitats. FEMS Microbiol Ecol 54:417–425.https://doi.org/10.1016/j.femsec.2005.05.005. ; Shah N, DuPont HL, Ramsey DJ. 2009. Global etiology of travelers'diarrhea: systematic review from 1973 to the present. Am J Trop Med Hyg 80:609 – 614. https://doi.org/10.4269/ajtmh.2009.80.609. ; Cohan FM, Perry EB. 2007. A systematic for discovering the fundamental units of bacterial diversity. Curr Biol 17:R373–R386. https://doi.org/10.1016/j.cub.2007.03.032. ; Slamti L, Lemy C, Henry C, Guillot A, Huillet E, Lereclus D. 2016. CodY regulates the activity of the virulence quorum-sensor PlcR by controlling the import of the signaling peptide PapR in Bacillus thuringiensis. Front Microbiol 6:1501. https://doi.org/10.3389/fmicb.2015.01501. ; Fagerlund A, Lindbäck T, Granum PE. 2010. Bacillus cereus cytotoxins Hbl, Nhe and CytK are secreted via the Sec translocation pathway. BMC Microbiol 10:304. https://doi.org/10.1186/1471-2180-10-304. ; Castiaux V, Liu X, Delbrassinne L, Mahillon J. 2015. Is cytotoxin K from Bacillus cereus a bona fide enterotoxin? Int J Food Microbiol 211:79 – 85. https://doi.org/10.1016/j.ijfoodmicro.2015.06.020. ; Jessberger N, Rademacher C, Krey VM, Dietrich R, Mohr AK, Böhm ME, Scherer S, Ehling-Schulz M, Märtlbauer E. 2017. Simulating intestinal growth conditions enhances toxin production of entheropathogenic Bacillus cereus. Front Microbiol 8:627. https://doi.org/10.3389/fmicb.2017.00627. ; Bartoszewicz M, Bideshi D, Kraszewska A, Modzelewska E, Swiecicka I. 2009. Natural isolates of Bacillus thuringiensis display genetic and psychrotrophic properties characteristic of Bacillus weihenstephanensis. J Appl Microbiol 106:1967–1975. https://doi.org/10.1111/j.1365-2672.2009.04166.x. ; Guinebretière MH, Fagerlund A, Granum PE, Nguyen-The C. 2006. Rapid discrimination of cytK-1 and cytK-2 genes in Bacillus cereus strains by a novel duplex PCR system. FEMS Microbiol Lett 259:74 – 80. https://doi.org/10.1111/j.1574-6968.2006.00247.x. ; Prüß BM, Dietrich R, Nibler B, MäRtlbauer E, Scherer S, 1999. The hemolytic enterotoxin HBL is broadly distributed among species of the Bacillus cereus group. Appl Environ Microbiol 65:5436 –5442. https://doi.org/10.1128/AEM.65.12.5436-5442.1999. ; Kumar S, Stecher G, Tamura K. 2016. MEGA7: Molecular Evolutionary Genetics Analysis version 7.0 for bigger datasets. Mol Biol Evol 33:1870 –1874. https://doi.org/10.1093/molbev/msw054. ; Francisco AP, Vaz C, Monteiro PT, Melo-Cristino J, Ramirez M, Carriço JA. 2012. PHYLOViZ: phylogenetic inference and data visualization for sequence based typing methods. BMC Bioinformatics 13:87. https://doi.org/10.1186/1471-2105-13-87. ; Feil EJ, Li BC, Aanensen DM, Hanage WP, Spratt BG. 2004. eBURST: inferring patterns of evolutionary descent among clusters of related bacterial genotypes from multilocus sequence typing data. J Bacteriol 186:1518 –1530. https://doi.org/10.1128/JB.186.5.1518-1530.2004. ; Drewnowska JM, Fiodor A, Barboza-Corona JE, Swiecicka I. 4 March 2020. Chitinolytic activity of phylogenetically diverse Bacillus cereus sensu lato from natural environments. Syst Appl Microbiol https://doi.org/10.1016/j.syapm.2020.126075. ; Altschul SF, Madden TL, Schäffer AA, Zhang J, Zhang Z, Miller W, Lipman DJ. 1997. Gapped BLAST and PSI-BLAST: a new generation of protein database search programs. Nucleic Acids Res 25:3389 –3402. https://doi.org/10.1093/nar/25.17.3389. ; Reiter L, Kolstø A-B, Piehler AP. 2011. Reference genes for quantitative, reverse-transcription PCR in Bacillus cereus group strains throughout the bacterial life cycle. J Microbiol Methods 86:210 –217. https://doi.org/10.1016/j.mimet.2011.05.006. ; Pfaffl MW. 2001. A new mathematical model for relative quantification in real-time RT-PCR. Nucleic Acids Res 29:e45. https://doi.org/10.1093/nar/29.9.e45. ; Plumb JA, Milroy R, Kaye SB. 1989. Effects of the pH dependence of 3-(4,5-dimethylthiazol-2-yl)-2,5-diphenyl-tetrazolium bromide-formazan absorption on chemosensitivity determined by a novel tetrazoliumbased assay. Cancer Res 49:4435– 4440. ; Overbeek R, Olson R, Pusch GD, Olsen GJ, Davis JJ, Disz T, Edwards RA, Gerdes S, Parrello B, Shukla M, Vonstein V, Wattam AR, Xia F, Stevens R. 2014. The SEED and the Rapid Annotation of microbial genomes using Subsystem Technology (RAST). Nucleic Acids Res 42:D206 –D214. https://doi.org/10.1093/nar/gkt1226. ; 86 ; 11 ; 1 ; 15

Politics in the Pacific Island nation of Vanuatu, located east of Australia, can be turbulent, with constant chessboard moves among parliamentary members with fluid party ties and frequent no confidence motions. But the strategic importance of the country to the U.S.-Australia alliance and China was a factor in the recent abrupt expulsion of the 10-month-old government led by then-Prime Minister Alatoi Ishmael Kalsakau.In late August, Kalsakau lost a vote of no confidence against him by opposition leader Bob Loughman, who has for years backed China's increasing influence in the Pacific nation. After disputes about the vote result, Loughman was appointed deputy prime minister in the new government under Prime Minister Sato Kilman, who took the helm on September 4. The sudden change in administration came a year after Loughman, a former prime minister, ceded his leadership after parliament was dissolved and he avoided a vote of no confidence against himself. The snap election which followed in October last year saw Kalsakau take the top job.While the government is contending with domestic issues, such as a struggling economy, unemployment and contentious debates about the minimum wage, the main trigger for the latest political crisis was a security agreement with Australia signed by Kalsakau in December last year and due for parliamentary ratification. Vanuatu is one of many Pacific Island states that do not have their own armed forces and depend on military assistance from bilateral partners when needed.For Loughman, the unratified bilateral pact, which would increase military and law enforcement, but also disaster and humanitarian relief and cybersecurity co-operation with Australia, could have risked Vanuatu's relations with China. New Prime Minister Kilman claimed there had been a lack of consultation about the pact with ministers. Yet it was not an unknown or hasty development. Discussions about the agreement had been occurring between Australia and successive governments in Vanuatu for five years. "Australia respects Vanuatu's sovereign decision-making processes, including in relation to the bilateral security agreement that began in 2018 and was signed in 2022," Australia's Department of Foreign Affairs responded. The signing of the pact followed deep concerns by the U.S. and its allies about China's security agreement with the Solomon Islands that was announced last April.Soon after taking office, Kilman vehemently denied any geopolitical reasons for the crisis, claiming that the country had always and will continue to be "neutral" in big power contests. "We are not pro-West and we are not pro-Chinese," he said. "We adopt a non-aligned policy." Indeed, Vanuatu has a spectrum of development and aid relations with Australia, New Zealand, China and Japan, and its mobile paramilitary police force has also received support from Australia, New Zealand and China.Yet, in being non-aligned, Vanuatu was swift in 2016 to declare its support for China's territorial claim to islands in the South China Sea that are at the center of a heated sovereignty dispute and military provocation between the East Asian powerhouse and several of its Southeast Asian neighbors. And, for U.S. commentators, a high-risk site for potential conflict.Despite the Pacific nation remaining outside of any direct military involvement in U.S.-China geopolitics, it has, under some political leaders, become increasingly receptive to China's political influence. Last year, Loughman signed an array of agreements with China on technology, energy, infrastructure, health and economic development and, the year before, a multi-million dollar bilateral grant agreement on economic and technical cooperation. In 2018, Chinese funding and construction of a massive port development in the provincial, but geographically strategic, coastal town of Luganville, attracted international attention. Security experts speculated that, due to its exceptional size, it could potentially be used as a warship base.In contrast, Kalsakau has been publicly critical of China's penetration of Vanuatu's political life for several years. In 2018, he told the Australian media there wasn't enough internal scrutiny of the massive inflow of Chinese loans, businesses and influence and "he feared China was pursuing its strategic interests by showering Vanuatu with largesse and deepening its influence in the country." Last year, Vanuatu's public debt totalled 40 percent of GDP. China, its largest foreign creditor, is owed more than one third of its total external debt, which totals about $314 million and constitutes 32 percent of GDP.French President Emmanuel Macron expressed additional concerns during a visit to Vanuatu in July. "There is in the Indo-Pacific, and particularly in Oceania, new imperialism appearing and a power logic that is threatening the sovereignty of several states; the smallest, often the most fragile,"Macron said.Vanuatu, like many Pacific Island states, is a Westminster-style parliamentary democracy. But its statecraft is heavily influenced by norms of Melanesian customary governance that have prevailed for centuries. The power of traditional clan leaders in island societies is determined by their ability to acquire and distribute wealth and resources to their constituencies, rather than adherence to an ideology or party-driven policies. While political cultures in the Pacific are evolving, this legacy makes politicians particularly vulnerable to China's strategies of economic largesse and coercion which entails reciprocity.During his recent tenure as prime minister, Kalsakau attempted to broaden his country's international relations, bringing in other development partners, such as Saudi Arabia, and working for wide-ranging global support of its legal probe of climate justice at the UN General Assembly. He also took steps to reform Vanuatu's controversial citizenship-selling program in response to security concerns by the EU which has had a visa waiver arrangement with the nation.There is no doubt that Pacific Island leaders are opposed to being parties in the regional U.S.-China rivalry and are reasserting their rights of sovereignty above all else. At a meeting in August of the Melanesian Spearhead Group, an inter-governmental organization of southwest Pacific Island states, leaders emphasized their refusal to take sides in geopolitical battles.But regional analysts also point to Vanuatu, the Solomon Islands and Samoa being located on a key geographical axis, which is crucial to maritime access into and across the Pacific Ocean by the U.S., Australia and China.Yet, despite the political upheaval, the new prime minister has not dismissed closer security ties with Australia; only that the pending agreement won't be ratified in its current form. "My view would be to revisit the agreement with both sides, the Australians and the Vanuatu government, and see if there's any sticking points and then address that," Kilman was quoted on September 4.Some Australian strategists support Vanuatu's greater scrutiny of the pact, claiming that it is a sign of democratic processes at work. But, in terms of a timeline, it is unlikely to be an immediate priority for the new leadership.

The majority of the people in sub-Saharan Africa depend on natural and planted forests for subsistence use and income generation. Despite this, the status of forests and wood-processing industries and their multiple uses are poorly understood. In Ethiopia information on the status and contribution of the forest and wood-processing industries to economic development is scanty and fragmented. The study was designed to contribute to filling this gap by analysing the status of the forest resource, assessing the contribution of the forest and wood-processing industries to the national economy with emphasis on the cost structure, and identifying innovations in the wood-processing industries. The study was further developed scenarios to upgrade wood product supply in Ethiopia. The study focuses on the macro-level analysis complementing same with micro-level data that looks into wood-processing industries of the country. Cluster analysis and innovation systems are frameworks employed in collecting and analysing both primary and secondary data. Secondary data on forests in Ethiopia are generally lacking. The analysis was conducted using data from 2010 as the reference year. The year 2010 was chosen as it is the only year for which the most recent aggregated social accounting matrix table for Ethiopia was available. Primary data were collected from key informant interviews and by undertaking survey in selected wood processing industries. A consultation workshop was conducted with different stakeholders to develop alternative scenarios regarding options to meet national wood demands and to share and validate findings of the study. The quantitative data were analysed using descriptive statistics such as frequencies, means, and percentages. The qualitative information gathered was summarised, analysed, and interpreted in the form of narratives. The study covered the six major forest types in Ethiopia from which significant wood volume is collected. The volume of wood reported to be harvested from these forests exceeded the annual incremental yield, indicating widening of the gap between supply and demand over time. The estimated wood product gap was 39 million m³ in 2013. The expanding gap between supply and demand of wood products in Ethiopia led to rapid increment in the volume of wood products imported, from 17,750 m3 in 1997 to 128,914 m3 in 2017. The estimated economic contribution of the forest sector and wood-processing industries in 2010 to the GDP was 4.2% and 0.036%, respectively. Regarding labour composition, both forest and wood-processing industries are dependent on unskilled labour with the respective share of 44.6% and 40.4%. The results also show that the forest sector has a strong linkage with the domestic economy, with 99.95% share as the input source. Wood-processing industries are mainly dependent on imported raw materials with a share of 51.6% of inputs. If the multiplier effect of the forest sector is considered, its contribution to the GDP could increase by up to 72%. Thus, a unit increment in the forest and wood-processing industries will have a multiplier effect on household income by 1.35 and 0.43, respectively. It is the non-poor households in small urban settlements that would benefit more in both cases. The strong forward and backward linkages of the forest sector indicated the potential of forests to support the national economic development as compared to the wood processing industries that showed a weak backward linkage due to its dependency on imported raw material, high price of round wood from domestic markets, and underdevelopment of plantation forestry in Ethiopia. Production factors related and supporting sectors, and government supports were found to be the constraining factors that affect the competitiveness of studied wood processing industries. The demand for wood products has a positive influence on the competitiveness of wood processing industries. The cost structure analysis showed variations with the types of wood processing industries. Raw material was the main input cost for the Ethiopian Chip Wood and Furniture Company (43%), and Ethiopian Plywood Enterprise (51%), while the overhead cost was the main costs (76%) for the Arsi Negelle sawmill. Imported chemicals raised the cost of the studied panel industries. However, the Arsi Negelle sawmill incurs a relatively low cost for raw material. This is because the Arsi Negelle sawmill uses its own plantations nearby the industry, which reduces the transportation cost. The analysis of sectoral innovation system actors indicated weak implementation of the expected roles. They are also poorly networked with the wood-processing industries. The identified constraining factors for innovation activities also include out-dated machines, lack of incentives for the employees, limited skilled manpower, insufficient financial resources, and inadequacy in research and development. Innovation activities identified are processing and marketing innovations in Maichew particleboard and Mitike sawmill, respectively. The introduction of innovation contributed to increasing the number of customers, revenue generated, jobs created, and volume of products sold. More innovation activities were identified in privately owned than in state-owned factories. Three scenarios were developed in identifying and examining prevailing options to reduce the gap between supply and demand of wood products in the country. These are business-as-usual, the government plan, and the independent experts' opinion scenarios. The business-as-usual scenario assumes that no major change will happen in the forest sector. This scenario assumed that the main problems remain the same and the supply-demand gap will widen using the current trend. The government plan scenario assumes that the country will build a climate-resilient green economy by 2030 as envisages in its CRGE strategy issued in 2011. In this scenario, significant investment is expected to reduce the gap. Official records show that between 2016 and 2019, the production of wood products increased and reached 8,703,439 m³ and revenue collection grew to 9,352,816 USD. Despite this, supply-demand gap continued to widen, resulting in increased importation of various wood products. The independent experts' scenario was developed based on the assessment of the unsustainability of the first scenario and the ambitious and unrealistic goals of the second scenario. The scenario of experts considered factors that will improve or undermine production and productivity of forests and meet demands for biomass fuel, industrial wood, and small diameter poles. As per this scenario, sustainable wood product supply is expected to increase and imports to be reduced by 20% in the coming decade. Scenarios developed provided insights for policymakers and suggested the need for strategic planning for developing forest resources and wood industries in the country. Measures to transform the forest sector and wood processing industries of Ethiopia need to consider their contribution and multiplier effects to the national economy. Regarding theoretical aspects, the thesis demonstrated there are some limitations associated with Social Accounting Matrix data quality, which limits the ability to interpret the forward and backward linkages. Yet, the analysis revealed that there is weak cooperation among innovation systems actors to work together. The study hopes to form the basis for further studies and proposed areas for future research to improve the economic contribution of forests and wood processing industries to the national economy.:1 Introduction 2 Theoretical concepts and analytical framework 3 Methodological framework 4 Overview of the forestry sector and its contribution to the national economy 5 Competitiveness and cost structure analysis of wood-processing industries in Ethiopia 6 Innovation system and innovations in the wood-processing industries of Ethiopia 7 Scenario development to upgrade the wood product supply in Ethiopia 8 Synthesis and conclusion References

Transport er en fundamental faktor for den økonomiske udvikling og en af hjørnestenene bag velfærd. Den er yderligt ansvarlig for 28% af det endelige energiforbrug og 23 % af alle energirelaterede CO2 emissioner i verden, og anses som den sværeste sektor at dekarbonisere. For at kunne reducere karbon intensiteten og energiforbruget i transportsektoren er både teknologierne og forbrugsmønster nødvendige at ændre. Energisystemmodeller er et værdifuldt værktøj for langsigtede energiplanlægning. Beslutningstagere verden over har brugt modeller i mere end tre årtier til at analysere alternative retningslinjer for drivhusgas frie energi systemer og til at teste politiske tiltag. Kategorien buttom-up energi-økonomi-miljø-ingeniørarbejde (E4) modeller står for en detaljeret repræsentation af energi systemet. Dog er disse modeller ofte svage til at repræsentere menneskelig adfærd, selvom det er et fundamentalt element for beslutningstagere i transportsektoren. Denne afhandling udfylder dette hul i energisystemmodeller gennem forskellige metoder, der kan repræsentere adfærd inden for transport sektoren, og fremviser dermed retningslinjer til udføre nye transportanalyser og politiske incitament strukturer. Indledningsvist undersøger denne afhandling eksisterende videnskabelig litteratur inden for energi- og transportmodellering. Denne fremhæver manglende modellering af adfærdstendenser hos beslutningstagere og identificerer transportmiddelskift og køretøjs valg, som hovedpunkter, der skal integreres i modellerings værktøjer for at overkomme de eksisterende begrænsninger. Afhandlingen præsenterer metoder udviklet inden for rammerne af dette Ph.d. studie til at modellere transportmiddelskift og køretøjs valg i den danske TIMES energi systems model, TIMES-DK. De udvilkede metoderne kan klassificeres i to underkategorier: værktøjer udviklet med henblik på blive inkorporeret i TIMES-DK med transportspecifikke variabler og de der forbinder TIMES-DK med en ekstern transport-model. Som følge af den omfattende udvikling og test af metoder i dette Ph.d. studie er målet, at afhandlingen skal bruges som en manual for kollegaer og forskere med interesse inden for E4 modeller og forbrugernes adfærdsmønster i transport sektoren. Afhandlingen beskriver hvordan traditionelle E4 buttom-up optimerings modeller kan overkomme begrænsningerne takket være de udvikledet værktøjer. Yderligere, sammenlignes metodernes evne til at skildre adfærdsmæssige hovedtræk med henblik på at besvare politiske spørgsmål og den krævende indsats for at reproducere modellen. De nye metodiske værktøjer leder til en dybere og mere gennemgående analyse af fossil frie scenarier, hvor både adfærdsmønster og teknologiske dimensioner er inkluderet. Resultatet af denne afhandling indikerer at transportmiddelskift potentielt har positiv indvirkning i at dekarbonisere energi systemet og hjælpe med at opnå en fossilfri energi sektor i Danmark inden 2050 og kan sænke dens kumulative CO2 udledning. Undersøgelser udviklet i denne Ph.d.s anvendelsesområde bekræfter at forventes biler fortsat at være det førende transportmiddel i fremtiden. Et transportmiddelskift skal dog stadig suppleres med en Page | 4 elektrificering af bil-sektoren for at sænke drivhusgas udledningen i henhold til de danske klima målsætninger. Analyserne har til formål at informere danske beslutningstagere om energi- og transportplanlægning om det fordelagtige bidrag fra modalskifte og elektrificering af bil-sektoren for at reducere drivhusgasemissionerne. De nordiske erfaringer og model analyser er brugt til at give politiske anbefalinger til incitamentstrukturer som beslutningstagere kan iværksætte i praksis for at opnå et transportmiddelskift væk fra konventionelle biler og til mere klimavenlige transportmidler og indfasning af elbiler. Til slut diskuterer denne Ph.d.-afhandling hvilke forskningsområder, inden for forbrugervalg i BU optimering E4 modeller, der er stadigvæk er svagt belyst og anbefaler interessante energi- og transportanalyser, der bør udføres ved at benytte de nye modeller, som er udviklet i denne Ph.d.- afhandling. ; Transport is a fundamental driver of economic development and a key supporter of welfare. Nonetheless, it is responsible for approximately 28% of global final energy use, 23% of the global energyrelated CO2 emissions and is regarded as the most complicated sector to decarbonise. In order to reduce the carbon intensity and energy consumption of the transportation sector, both technological and behavioural changes are required. Energy system models are a valuable tool for long-term energy planning. Decision makers have been using these models for more than three decades to explore alternative pathways towards greenhouse-gas (GHG) emissions free energy systems and to test the potential impact of policy measures. Bottom-up (BU) energy-economy-environment-engineering (E4) models in particular can provide a detailed technological representation of the energy system. However, these models are generally weak at representing human behaviour, despite it is a fundamental aspect of decision making in the transportation sector. This PhD thesis fills this gap by proposing several methodologies that improve the representation of consumers' choice in passenger transport within energy system models, thus paving the way for the possibility to carry out novel transport analyses and to consider a wider array of decarbonisation policies. The first part of this thesis reviews the current scientific literature regarding integrated energy and transport models. It highlights the failing in representing consumers' decision making and identifies modal choice and vehicle choice as key behavioral features to be integrated in the modeling framework to overcome the existing limitation. Following these two findings, this thesis presents the methodologies developed within the scope of this PhD research to incorporate modal choice and vehicle choice in TIMES-DK, the TIMES model of the Danish energy system. The methodologies developed can be classified in two categories: those that extend the structure of the TIMES model to accommodate novel transport-specific variables and those that link the TIMES model with an external transport model. Thanks to the broad spectrum of approaches developed and tested within the scope of this PhD research, this thesis ultimately aims at acting as a guide for fellow researchers interested in including behavioural realism of transport users' choice in E4 models. The thesis describes how traditional limits in the representation of behaviour within BU optimization E4 models can be addressed with the different approaches developed. Then, it compares the various methodologies with respect to the capability to capture key behavioural features, to answer different policy questions and to the modeling efforts required to reproduce the models. The novel methodologies proposed inaugurate the possibility to perform more comprehensive analyses of decarbonisation pathways, which include both the behavioural and technological dimension. The results of the PhD study indicate that modal shift potentially has a positive contribution to the decarbonisation of the energy system, helping to reach carbon-neutral energy system in Denmark in 2050 at faster pace and with lower cumulative emissions. The analyses carried out within the scope of this PhD research find that car transport is likely to maintain the highest modal share also in the future, suggesting that modal shift should be accompanied by the electrification of the car sector to comply with the Danish environmental targets and overarching climate targets. The analyses are intended to inform Danish policy makers dealing with energy and transport planning on the beneficial contribution of modal shift and of the electrification of the car stock to reduce GHG emissions. The Nordic experience and the findings of the modeling analyses are used to give policy recommendations on the measures that the authorities should put in practice to encourage modal shift away from car to more sustainable modes of transport and to promote the deployment of electric cars. Finally, this PhD thesis discusses future research to address the remaining gaps concerning the representation of consumers' choice within BU optimization E4 models and suggests interesting energy and transport analyses that should be performed using the novel models hereby proposed.

Dissertação de Mestrado em Gestão e Internacionalização de Empresas ; Com a aquisição do direito de livre circulação de pessoas e comércio e com a diminuição das barreiras económicas, políticas e sociais, o turismo demonstrou-se um mecanismo de geração interna de riqueza. Contudo, as constantes mutações do espaço económico e a saturação do mercado interno, exigiu ao setor turístico uma maior competitividade e aplicação de inovação e diferenciação nos seus produtos/serviços. Para subsistirem no mercado, e manterem o seu posicionamento competitivo, a indústria hoteleira, viu nas suas vantagens internas uma oportunidade de explorar mercados internacionais, pelo que, ao longo dos anos, a internacionalização do turismo e o seu potencial impacto no desenvolvimento económico e social das regiões, assim como as suas determinantes, têm vindo a ser alvo de aprofundamento por parte dos estudiosos. Apesar do elevado contributo, deste segmento de atividade, para o desenvolvimento da economia, são ainda verificadas muitas desigualdades, não sendo o fluxo turístico, a internacionalização ou fixação de cadeias hoteleiras estrangeiras proporcional em todas as regiões portuguesas. Neste sentido, a literatura enumera algumas variáveis que podem explicar este fenómeno, como o nível educacional, conhecimentos partilhados e experiências adquiridas pelos recursos humanos; o grau de aglomeração de empresas do setor turístico e de produtos complementares; fatores macroeconómicos subjacentes à economia ou, até mesmo, recursos herdados/adquiridos ou fatores climatéricos. De forma a averiguar o impacto das determinantes, na indústria hoteleira e nos fluxos de turismo, foram realizados três estudos diferentes, sendo um deles elaborado ao nível das NUTS III e os restantes ao nível dos municípios, existindo uma comparação de resultados para o ano de referência. Numa primeira fase, com o intuito de verificar se existem evidências estatísticas para afirmar que as variáveis validadas pela literatura, i.e. aglomeração, conhecimento e recursos turísticos, são significativas para a decisão de internacionalização das cadeias hoteleiras, utilizou-se a base de dados por NUTS III e a análise de regressão linear multivariada. Numa segunda fase, aplicando a mesma técnica de análise, mas ao nível dos municípios e considerando apenas as variáveis de aglomeração e conhecimento, efetuou-se uma comparação direta com o estudo anterior, para a verificação de evidências estatísticas que afirmem a relação das variáveis em análise com a internacionalização da indústria hoteleira. Ainda nesta segunda etapa, as mesmas variáveis foram estudas para medir o impacto na proporção de turistas internacionais recebidos anualmente pelo país e a representação gráfica será elaborada. Numa terceira fase, considerando as variáveis até então estudadas, e acrescentando outras i.e., importação, exportação e temperatura, também aplicadas em estudos científicos relacionados ao turismo, realizou-se uma análise de regressão logística para estimar a probabilidade associada à decisão de internacionalização dos hotéis ou estabelecimento de cadeias hoteleiras estrangeiras em território português. Os resultados obtidos no primeiro artigo, permitem concluir que a aglomeração de empresas relacionadas ao setor do turismo é estatisticamente significativa, enquanto que, apenas alguns recursos de conhecimento e endógenos são estatisticamente significativos para a internacionalização do setor hoteleiro. No segundo artigo, verifica-se que a aglomeração continua a ser estaticamente significativa para internacionalização dos hotéis, assim como alguns recursos de conhecimento. Verifica-se, igualmente, ao nível da proporção de turistas internacionais que a aglomeração e alguns recursos de conhecimentos são estatisticamente significativos. Os mapas caracterizam os municípios de acordo com as variáveis em estudo. No terceiro artigo, conclui-se que a existência de um elevado grau de conhecimento, acesso a recursos herdados ou adquiridos e a participação no comércio internacional, afetam a probabilidade de internacionalização da indústria hoteleira, enquanto que a probabilidade de estabelecimento de hotéis estrangeiros varia de acordo com o nível de comércio internacional, recursos naturais e histórico-culturais e o clima das regiões. ; The acquisition of free movement of people and commerce and the reduction of economic, political and social barriers, tourism has shown to be a mechanism of wealth generation. However, the constant changes in the economic space and the saturation of the internal market led the tourism sector to become more competitive and apply innovation and differentiation in its products / services. In order to survive in the market and maintain its competitive position, the hotel industry found in its internal advantages an opportunity to explore international markets, so over the years the internationalization of tourism and its potential impact on regional economic and social development, as well as their determinants, have been intensified by scholars. Despite the high contribution of this industry to the development of the economy, many inequalities persist in terms of the tourist flow, internationalization or establishment of foreign hotel chains proportional in all Portuguese regions. In this sense, the literature lists some variables that may explain this phenomenon, such as educational level, shared knowledge and experiences acquired by human resources; the degree of agglomeration of tourism firms and complementary products; macroeconomic factors underlying the economy or even inherited / acquired resources or climacteric factors. In order to find out the impact of the determinants in the hotel industry and tourism flows, three different studies were conducted, one being established at the level of NUTS III and the rest at the counties level, allowing to compare results. At an initial stage, in order to verify statistical evidence to confirm that the variables validated by the literature, i.e. agglomeration, knowledge and touristic resources, are significant for the internationalization decision of the hotel chains, based on NUTS III data subjected to multivariate linear regression analysis. In a second stage, applying the same techniques, but at the level of the counties and considering only the variables of agglomeration and knowledge, a direct comparison was made with the previous study, for verifying statistical evidence that confirm the relation between the variables in analysis with the internationalization of the hotel industry. Subsequently, the same variables were used to measure the impact on the proportion of international tourists received, annually, using the graphical representation. In a third stage, considering the variables previously studied, and adding others i.e., import, export and temperature, also applied in scientific studies related to tourism, a logistic regression analysis was performed to estimate the probability associated to the internationalization decision of the hotels or establishment of foreign hotel chains in Portuguese territory. The results obtained in the first article allow us to conclude that the agglomeration of firms related to the tourism sector is statistically significant, whereas only some knowledge and endogenous resources are statistically significant for the internationalization of the hotel sector.In the second article it is verified that the agglomeration continues to be statically significant for the internationalization of the hotels, as well as some knowledge resources. It is also verified, at the level of the proportion of international tourists, that the agglomeration and some resources of knowledge are statistically significant. The maps characterize the counties according to the variables under study. In the third article, it is concluded that the existence of a high degree of knowledge, access to inherited or acquired resources and participation in international trade, affects the probability of internationalization of the hotel industry, while the probability of establishing foreign hotels varies according to the level of international trade, natural and historical-cultural resources and the climate of the regions.

A large divide in environmental science exists between the developed ("Northern") and developing ("Southern") countries. The latter, mainly located in tropical and subtropical regions, have been neglected as environmental research subjects and have only been marginally involved in generating knowledge and in setting research priorities. Only approximately 6% of all papers published in the most-cited nine environmental science journals from 1993-2003 focused in tropical and subtropical ecosystems. Yet, tropical ecosystems account for 52% of the Earth's surface, are critical to the global carbon and hydrogeological cycles, harbor most of the world's biodiversity, and are a source of valuable renewable and non-renewable resources. This North-South disparity precludes the contribution of research from the South to national and global environmental governance, and limits the visibility of issues that concern the South in the global policy agenda. The Northern bias also results in a narrow, incomplete understanding of environmental systems and biased global environmental assessments. Within this North-South divide, significant knowledge gaps exist in the Tropics regarding the use patterns, properties, fate, transport and effects of pesticides, some of which are even classified as persistent organic pollutants. In the Tropics, pesticides are mainly used for the control of vector-borne diseases endemic to these areas, and as the main method of pest control in conventional agriculture. Pesticide use intensity and frequency is higher in the Tropics as the climates favor increased pest pressure and year-round crop growth. Pesticide use is expected to increase as tropical agricultural lands expand to satisfy the growing worldwide food demand. Several studies in the Tropics have detected pesticide residues in environmental matrices, biota, and humans in non-target sites. However, most of these studies are snapshots that often do not take into account temporal and spatial variability, resulting in scattered insights on pesticide behavior and limiting the ability to assess exposure. This thesis seeks to contribute to narrowing the North-South knowledge divide by coupling monitoring data with dynamic multimedia models to investigate the environmental fate and transport of pesticides used for health-care and agricultural purposes in the Tropics. The research presented herein capitalizes on the existing knowledge base in the South on chemical behavior, including grey literature and the field experience of Southern collaborators, and builds up on it through suitable approaches developed in the North, namely multimedia models. The first case study presented in this thesis addresses the cycling of a legacy pesticide used for malaria vector control in a remote community in the Brazilian Amazon, which relies on local sources of water and food. In Brazil, DDT was officially used for indoor residual spraying (IRS) against malaria and leishmaniasis from the 1960s up to a ban in 1998. In the community of Lake Puruzinho, DDT levels measured in human breastmilk in 2004 were significantly higher than WHO recommendations, and than those measured in neighboring communities with a similar history of DDT use for IRS. To investigate the fate of DDT and its transformation products in Puruzinho and to assess environmental exposure, soil and sediment measurements were conducted from 2005-2014 and a dynamic multimedia floodplain model was developed. The daily-resolved model takes into account the variable lake water levels, rainfall, and changes in emissions patterns based on legislation. Model results and measurements showed that DDT and its metabolites, DDE, and DDD (collectively, DDX), accumulate mainly in upland soils and sediments. Measurements show significant increases of DDX levels in the soil from 2005-2014 in association with decreasing DDE/DDT ratios, which disagree with model results assuming that DDT use ceases after 1998. This comparison and the availability of DDT stockpiles in the region suggest that post-ban DDT emissions are very likely, so two additional scenarios were tested: one assuming DDT use for IRS after a malaria upsurge, and another assuming its use against leishmaniasis and termites. Under both re-emissions scenarios, model results for DDX concentrations and DDE/DDT in soils agree with measurements, while those in sediments were between the two re-emissions scenarios. The model-measurement agreement in soils suggests that the fractions of formation and half-lives used to describe degradation in soil were adequate in the model. Further sediment measurements and research to refine highly uncertain parameters associated with degradation and partitioning in sediments are required to improve the model's representation of DDX cycling. The second case study addresses the fate and transport of pesticides currently used for banana and pineapple cultivation in the Caño Azul River drainage basin in Costa Rica, the world's 3rd largest banana producer. Pesticide monitoring programs in Europe and the United States, the main importers of Costa Rican bananas, show that residues in bananas are not of concern to consumer health. However, in banana-producing regions of Costa Rica, located mainly on the Caribbean Coast, pesticides have repeatedly been detected in rivers, canals, and wetlands, at levels associated with negative acute and chronic effects on aquatic organisms. Pesticide concentrations above USEPA recommendations for chronic exposure have also been detected in children and pregnant women living in the vicinity of banana plantations. Most studies on pesticide residues in the Costa Rican environment are scattered in time and space, which prevents adequate exposure assessments given the variable pesticide use patterns and characteristic pesticide pulses observed in surface waters. To capture these dynamics, a multimedia model was developed for the Caño Azul River drainage basin, which is influenced by two banana plantations and one pineapple plantation, and where pesticide measurements in water and air were available for model validation. The model estimates concentrations of three representative chemicals—the herbicide diuron, the nematicide ethoprofos, and the fungicide epoxiconazole—in water, air, soil, sediments, and banana plants. Model results show highly variable concentrations in water, with peaks that are driven by rainfall and emissions and that sometimes exceed thresholds for ecosystem health. Conversely, concentrations in the fruit remain below the EU and US maximum residue limits. Model improvements to better estimate pesticide concentrations include fine-tuning sediment dynamics and incorporating the impact of adjuvants on the properties of active ingredients. The models developed here have a flexible design, so additional processes and compartments can be incorporated as new insights are gained into pesticide partitioning, degradation, and mass transfer processes in the Tropics, perhaps in response to the research calls within this thesis. Upon further validation, the models can be used to evaluate the environmental fate of pesticides proposed as alternatives and of problematic degradation products of existing chemicals. They can also be used to assess environmental exposure to pesticides that have not been measured in the environment due to analytical limitations, yet are widely used, such as fungicide mancozeb in banana cultivation. It is important to note that even though multimedia models are valuable decision support tools for identifying opportunities to reduce pesticide exposure and transfer to non-target sites, they should complement pesticide safe handling and use practices suitable for the Tropics, and strategies to minimize pesticide use such as integrated pest management.

The history of German migration policies was a growth industry during the 1990s. The political battles of the present, such as asylum legislation, integration, and citizenship reform, created growing interest in the German historical experience of migration, migration controls and citizenship law. At the time, the only major work to tackle the subject was Klaus Bade's pioneering study of Prussian migration policies before the First World War, recently republished in an updated edition.[1] Initially, interest in German migration policies was guided largely by two leading questions. Histories of citizenship in Germany tended to adopt a long or a comparative perspective, which sought to test the hypothesis that German citizenship law and its implementation in practice reflected a particularly ethnic German conception of nationhood.[2] Histories of migration policy, by contrast, tended to focus on particular episodes in which a German tendency to view migrants primarily with regard to their usefulness, and not as potential immigrants and future citizens, clearly emerged, especially with regards to histories of the German Empire, the First World War, National Socialism, the Second World War and the post-war treatment of Gastarbeiter. The Weimar Republic, in contrast, was usually passed over in a few pages that highlighted the continuity of labor market control.[3] This state of affairs was remarkable because research on other countries highlighted the interwar period as an epoch of massive change in international migration policies. Race and ethnicity loomed larger than they had before, as indicated by the implementation of a quota system and barred zones in the United States. Moreover, with the First World War came the introduction of documentation requirements and the creation of labor-management bureaucracies that facilitated the distinction between citizens and aliens, as well as attempts to match labor supply to labor demand. Gérard Noiriel had even gone so far as to argue, largely with a view to migration and documentation policies, that the practices of Vichy had their roots in republican reforms of the late 1920s and 1930s.[4] Jochen Oltmer's magisterialHabilitationsschrift closes this gap all but completely. Based on a thorough reading of the archival record and contemporary public debate, his book shows that the transition from the politics of the First World War to the politics of National Socialism in the years of a labor shortage was more complicated previously assumed. He also highlights that migration policy was a field in which the Weimar Republic's problems emerged with particular poignancy. Oltmer's account is organized thematically rather than chronologically, though his subjects are arranged in the order in which they emerged as the main foci of internal administrative and public political debate. In the Weimar Republic's early years, these topics concerned ethnic Germans left outside the Empire's post-Versailles borders, prisoners of war and political refugees. In the later years, the position of migrant workers gained more prominence. While publicly committed to aiding fellow Germans, the republic's practice was ambivalent. The arrival of former residents of Alsace--mostly skilled workers in industries where labor was in demand, from a territory unlikely to be re-conquered soon--was welcome, but emigration of ethnic Germans from areas under Polish control was actively discouraged. The official view of these potential emigrants was less positive, their numbers were larger by several orders of magnitude and maintaining a visible German minority outside Germany's eastern borders seemed a good way to bolster the German case for a revision of the Treaty of Versailles. Migrants from Poland who could not prove they had been persecuted could therefore only expect accommodation in forbidding refugee camps in remote locations. As Oltmer's third chapter shows, this attitude also shaped the Weimar Republic's response to ethnic German emigration from Russia, which peaked during the famine years of the 1920s. Individual ethnicity was, therefore, not a dominant factor in the treatment of refugees; aliens of all ethnic backgrounds remained in a precarious position in the Weimar Republic, regardless of whether they were former prisoners of war who had opted to stay, or Jewish refugees from eastern and southeastern Europe who loomed relatively large in public debates or refugees from Soviet Russia. Ethnicity and race also loomed large in debates on the desirability of labor immigration. In general, the attitudes of state governments had more or less come full circle since the days of the empire. Whereas Prussia had been most concerned about the impact of Polish immigrants on national homogeneity before 1914, Bavaria and Baden-Württemberg proved most rigid after 1919. However, the majority of migrant workers were interested in jobs in Prussia, in the industrial areas of the Ruhr and, more prominently, in the agricultural east, which continued to rely on the access to Polish labor markets, particularly for potato planting and harvesting. In theory, the states and the empire had a powerful new tool to control labor migration: the obligatory work permit, issued only if no German applicants could be found for a job. Things were, however, not so simple in practice. Political interest in ethnic homogeneity was equal to interest in increasing the supply of food, a goal that could only be achieved, East Elbian landowners claimed, if Polish seasonal workers remained available to German employers. Immigration was, however, regarded with distaste by the völkisch right, Prussia's conservative bureaucracy and the Social Democrats, who viewed Polish laborers as an obstacle to the long-overdue modernization of rural Prussia through mechanization and unionization. The solution, fixed quotas for migrant laborers set to decline every year, proved unworkable, as rural employers turned to undocumented laborers. Moreover, the German government did its bit to undermine respect for legality in immigration matters. Seeking to reimpose a de facto policy forcing Polish migrants to return home for part of the year to prevent their settlement in Poland, German officials came into conflict with Polish determination to cut the state's ties to long-term emigrants, and were frequently forced to aid migrants in clandestinely crossing the border, before an unequal agreement could be concluded with Poland in 1927 that confirmed the status of Polish workers as second-class migrants excluded from social insurance and subject to a forced return for part of the year. Oltmer's comprehensively documented study does more than simply fill a gap in existing research. He unearths a striking pattern to Weimar policies, which could be found in many other fields of policy and may contribute to explaining why successive Weimar governments had such a difficult time in gaining the population's respect. Public pronouncements frequently contradicted secret or semi-secret policies. Official quotas for foreign workers, for example, were unofficially raised and little attempt was made to sanction employers of undocumented workers. Such actions exposed the Republic to criticism from the right and created a climate in which even more restrictive National Socialist policies could acquire broad popular support. Oltmer's book thus treats a question at the center, not the periphery, of the Weimar years.

It has been said that most of the founders of demography were astronomers (viz., Halley or Quetelet) or clergymen (viz., Süssmilch or Malthus). Jean‐Baptiste Moheau, the author of a treatise, published in 1778 under the title Recherches et considérations sur la population de la France, was an exception to this rule. He seems to have been an obscure bureaucrat, and left so few tracks in the record that his very existence was long in doubt. Today, however, the rough outlines of a biography have been traced. Moheau was born in 1745, and died in 1794; he was not thirty years old when he wrote the treatise. He made no other contribution to science, and appears to have been unwilling even to make simple corrections to his text when changes were requested by the 1780 German translator of the work. (There exists no translation in English.) He was the personal secretary of Montyon, the Intendant (the equivalent of a provincial governor, delegated by the central government) of the généralité of La Rochelle on the Atlantic coast of France. There is still a controversy about Montyon's possible contribution to the work, but it appears that Montyon was not interested in population, that he was not even in residence in La Rochelle, and that Moheau as his secretary was substituting for him, taking a special interest in the collection of population statistics that were requested by the royal administration.At the time of publication, the work attracted some attention, including an unfavorable critique by Condorcet, and had some admirers in Germany where it was compared to the work of Süssmilch, the great Prussian political arithmetician, whose own Göttliche Ordnung (The Divine Order, first edition published in 1741) was unknown to the author or authors of the Recherches et considérations. Moheau's work was soon forgotten, however, until a 1912 re‐edition. A modern critical edition, annotated by Eric Vilquin, which contains a biographical essay by Rene LeMée and a number of other contributions assessing the work and placing it in its historical context, was published in 1994 jointly by the Institut National d'Études Démographiques and Presses Universitaires de France. The excerpt printed below and the citations in this introduction are translations from the text as it appears in that edition. The translation is by Etienne van de Walle. Page numbers also refer to the 1994 edition. Recherches et considérations sur la population de la France, in any event, is a remarkable achievement for its time and deserves an important place in the history of demography. The title could be roughly translated, today, as "Empirical Studies on the Population of France, and Their Interpretation." Like John Graunt's 1662 Natural and Political Observations…made upon the Bills of Mortality, the work is characterized by a dual concern to present hard data and to use them to make politically and socially relevant inferences. Moheau's book consists of two very different parts, however, and lexicographical analysis suggests that they were written by two authors. The first part ("State of the Population") is a demographic monograph, and one is struck by the similarities of the chapter titles to those that one would find in any demographic description of a national population today:

– The means of investigating the population
– An estimate of the population of France
– Distribution by age and sex
– Distribution by socioeconomic characteristics
– Body size and strength
– Fertility
– Mortality
– Migration
– Is the population growing or decreasing?

The main demographic contribution of the work is in the area of fertility. Moheau lists the topics himself:
A multitude of interesting questions present themselves for our investigation. What is the fertility of women in France? One in how many women gives birth per year? What is the ratio of marriages to births, and what is the highest number of children per marriage? Is fertility the same in all provinces of France, in the cities and in the countryside, and in the various parts of Europe? Is the result roughly the same every year, or every month? And finally, which of the two sexes accounts for the most births? (p. 125)
This is a remarkable list of questions, and Moheau was the first to raise them so comprehensively. (It is noteworthy that there was not even a word in English, at that time, to express the concept of fertility as an aggregate characteristic of populations.) He distinguishes fertility from what we now call the birth rate, and marital fertility from overall fertility. He is interested in variability in space—national and international, and urban and rural. He analyzes the seasonality of births. He also concludes that fertility is constant over the years: "Nature has arranged the fertility of women in such a way that each year gives approximately the same number of births" (p. 134). The result of this constancy is that, in the absence of a census, the number of registered births provides the best estimate of the population size of a country. This view conflicts with the idea of fertility decline, and with potential depopulation as expressed later in the volume and in the passage below.The second part of the book examines the causes of the progress or decay of the population. This is the part described by the word "considérations" in the title of the book. The author distinguishes between physical causes (climate, food, dangerous occupations…) and political, social, or moral causes. Among the latter factors, he discusses the effects of law, government, religion, taxes, war, and the possession of colonies. The excerpt translated below is entitled "Des moeurs" (literally: "Of Mores"), by which Moheau means private morality in the areas of sexuality and reproduction; this is not unlike the meaning adopted by Malthus when he speaks of "moral restraint." The chapter deals mainly with four areas of sexual conduct: marital fidelity, prostitution, breastfeeding, and nonmarital sex (which may occasion venereal diseases). A specially noteworthy passage alludes to funestes secrets (fatal secrets), an expression widely quoted by French demographers and often interpreted as a reference to the spread of contraception in marriage. In context, however, it would appear that Moheau had in mind the growing impact of various types of extramarital behavior—fornication, prostitution, and adultery.But beyond offering a catalogue of individual behavior he considers reprehensible—a sharp—eyed critical description of some aspects of contemporary French mores—Moheau's central concern in these matters is with the consequences that affect the strength of the State. Moral failings, he argues, lead to diminished fertility and damage the overall physical quality of the population; they are pernicious in the civil and political order. He notes the high economic costs of children and implies that economic calculus alone would result in failure to reproduce: "logic and a calculating mind would not lead to the propagation of the species." Populousness of the State presupposes motivations that transcend material interest: it rests on the foundation of moral virtues.

Lo sfruttamento delle risorse naturali ha rappresentato la caratteristica principale dello sviluppo economico e del commercio per la maggior parte della storia mondiale. Attualmente, è generalmente accettato che lo sviluppo economico in tutto il mondo sia la causa dell'esaurimento irreversibile delle risorse naturali, del degrado ambientale e della conseguente minaccia per le generazioni future. Ciò costituisce le ragioni chiave e le sfide per ripensare i modelli economici. Le risorse ambientali sono considerate oggi come beni economici e vengono chiamate "capitale naturale". Questo vale in particolare per i mari e gli oceani. I mari e gli oceani coprono più del 70% della superficie terrestre e sono fondamentali per garantire alcuni dei bisogni fondamentali della società. Contengono il 97% di tutta l'acqua del pianeta e sostengono l'80% di tutte le forme di vita. Questi vasti ecosistemi sono tra i più grandi pozzi di carbonio del mondo, producono la metà dell'ossigeno che respiriamo e sono la fonte primaria di proteine per più di 3 miliardi di persone. I mari e gli oceani sono anche il tessuto di una grande industria che solleva questioni di sostenibilità ambientale e sociale. Quest'ultime sono al centro dell'agenda dello sviluppo sostenibile delle Nazioni Unite (ONU) entro il 2030 e non sono compatibili con un sistema incentrato sull'abuso e sullo sfruttamento dell'ambiente. Una gestione efficiente e sostenibile del capitale naturale degli oceani è quindi un obiettivo politico critico per il processo e il progresso economico. Di fatto, la crescente consapevolezza delle intense pressioni che impattano sul degrado ambientale marino ha portato gli organismi di governance stabiliti negli ultimi decenni a definire strumenti e meccanismi che permettano la conservazione e lo sviluppo più sostenibile del vasto capitale naturale che il mare e gli oceani offrono. Proprio in questa fase di ridimensionamento e di transizione verso una nuova economia sostenibile basata sugli ecosistemi marini, emerge il nuovo concetto della "Blue Economy" (BE). La BE ha recentemente guadagnato una notevole attenzione nelle agende politiche e accademiche, in linea con l'espansione della sua rilevanza rispetto ai settori economici tradizionali. Le strategie di implementazione della BE rientrano negli Obiettivi di Sviluppo Sostenibile (SDGs) delle Nazioni Unite, in particolare l'SDG 14 "Life Below Water". L'SDG 14 mira, tra le altre cose, alla prevenzione e ad una riduzione significativa dell'inquinamento marino, alla gestione sostenibile, nonché alla conservazione delle aree e degli ecosistemi marini e costieri, alla minimizzazione e reversione degli impatti dovuti all'acidificazione degli oceani, a far fronte alla pesca eccessiva, illegale e non regolamentata, all'aumento delle conoscenze scientifiche e al trasferimento di tecnologie marine sostenibili. Come tale, incorporato in queste ambizioni piuttosto all'avanguardia è il principio (e la necessità) che assicurare la crescita economica e l'occupazione devono andare di pari passo con l'imperativo della protezione e ripristino degli ambienti naturali e della lotta al cambiamento climatico. La BE permette di generare valore dagli oceani attraverso l'attuazione di pratiche sostenibili e nel rispetto della loro capacità di rigenerazione. Questo implica che l'impatto della produttività economica generata delle attività umane deve necessariamente garantire la salute e la salvaguardia degli oceani nel tempo. Sia i settori consolidati o tradizionali che quelli emergenti e innovativi della BE offrono importanti fonti di sviluppo economico sostenibile. I primi includono e riguardano le risorse marine viventi e non viventi, le attività portuali, la cantieristica navale, il trasporto marittimo e il turismo costiero. I secondi includono l'energia marina rinnovabile, la bioeconomia e le biotecnologie blu, i minerali marini, la desalinizzazione, la difesa, la sicurezza e la sorveglianza marittima, la ricerca e l'istruzione, le infrastrutture e la robotica marina. Questi settori rappresentano un potenziale significativo per la transizione verso una crescita economica sostenibile, e per la creazione di nuovi posti di lavoro. Ad oggi, i settori tradizionali della BE contribuiscono a circa 1,5% del PIL dell'Unione europea a 27 (UE-27) e forniscono circa 4,5 milioni di posti di lavoro diretti, cioè il 2,3% dell'occupazione totale dell'UE-27. Mentre i settori innovativi emergenti, come per esempio le fonti di energia rinnovabile derivata dall'oceano o le biotecnologie blu contribuiscono alla creazione di nuovi mercati e posti di lavoro. Ciò senza contare gli effetti indiretti e indotti sul reddito e l'occupazione. In questo contesto, la presente dissertazione ha due scopi principali. Il primo, quello di presentare lo stato dell'arte sulla BE nel mondo, mettendo in evidenza le sfide, le opportunità, le tendenze e il potenziale per uno sviluppo sostenibile. Il secondo, quello di servire come uno strumento di valutazione solido e in grado di favorire decisioni informate per definire nuove politiche e iniziative pertinenti. La ricerca si è sviluppata nell'ambito del programma di dottorato industriale Eureka, co-finanziato dalla Regione Marche insieme all'ISTAO - Istituto Adriano Olivetti, una tra le più antiche scuole manageriali d'Italia, fondata nel 1967 dall'economista Giorgio Fuà. Il capitolo I della tesi è una revisione della letteratura che colma il gap su come la BE possa rappresentare un modello di sviluppo economico per le istituzioni e le imprese. Lo fa adottando un approccio esplorativo per la raccolta e la revisione di una serie di contributi scientifici da considerare come più significativi e più rilevanti per analizzare come il concetto di BE si lega alla recente letteratura sullo sviluppo economico. Nello specifico, l'approccio esplorativo è stato progettato sulla base di una serie di criteri individuati in conformità con gli obiettivi dell'indagine: 1) inquadrare e valutare lo stato dell'arte sulle politiche e iniziative intraprese a livello globale; 2) rilevare le criticità e le sfide nell'attuazione di tali politiche e iniziative; 3) identificare le implicazioni e suggerimenti a livello di policy. Il capitolo II contribuisce alla letteratura emergente sullo sviluppo di una BE partecipativa presentando un modello innovativo a quadrupla elica. Questo modello non solo mette in collegamento i governi nazionali con il mondo accademico, le imprese e gli utenti, ma agisce anche come un driver che favorisce l'esposizione internazionale del paese in questo specifico settore. Attraverso un approccio esplorativo basato su una ricerca desk integrata da interviste semi-strutturate con otto esperti, il modello è testato a Qingdao, una città all'interno della Blue Economic Zone nella provincia dello Shandong, in Cina. Nel capitolo III, viene analizzata la risposta cinese alla "Decade of Ocean Science for Sustainable Development 2021-2030", il "Decennio del Mare" delle Nazioni Unite. L'analisi di documenti ufficiali di pianificazione strategica rivelano che i leader politici cinesi attribuiscono grande considerazione e importanza agli oceani per la sopravvivenza e lo sviluppo della società umana. Dal lancio del "Decennio del Mare", che rappresenta un'importante risoluzione adottata delle Nazioni Unite per promuovere lo sviluppo sostenibile degli oceani, nonché la più importante iniziativa che eserciterà un impatto di vasta portata sul progresso della scienza e della governance marina globale, varie iniziative sono state intraprese dalla Cina per sostenere il suo impegno basato sulla cooperazione per la protezione ecologica degli oceani. Il capitolo IV conduce un'investigazione sull'industria della cantieristica navale nella Regione Marche. L'importanza del settore nel tessuto industriale regionale, in particolare nella costruzione di superyacht, ha suggerito un approfondimento mirato a valutare in che modo l'industria cantieristica possa rappresentare un driver per lo sviluppo della subfornitura artigianale, altamente qualificata e tecnologicamente avanzata, che l'ecosistema industriale della regione è già in grado di fornire. Nella stesura di questo contributo, realizzato insieme ai colleghi dell'ISTAO per conto della Fondazione Marche, è stato fatto ampio ricorso ai più recenti studi sulla cantieristica navale. È stata poi realizzata un'indagine di approfondimento che ha previsto una serie di interviste semi-strutturate con i vertici dei cantieri regionali e con una campionatura di subfornitori e aziende più rappresentativi, insieme all'incontro con alcuni testimoni privilegiati del settore. ; Natural resource exploitation has been the main feature for economic development and trade for most of global history. At present, it is generally accepted that economic development around the world is leading to the irreversible depletion of natural resources, environmental degradation and consequent threat to future generations, which are key reasons and challenges for rethinking economic patterns. Environmental resources are considered today as economic assets and called "natural capital". This particularly holds true for the seas and oceans. Seas and oceans cover more than 70% of Earth's surface and are critical in ensuring that some of society's most basic needs are met. They hold 97% of all water and sustain 80% of all life forms on the planet. These vast ecosystems are amongst the world's largest carbon sinks, produce half of the oxygen we breathe and are the primary source of proteins for more than 3 billion people worldwide. Seas and oceans are also the fabric of a large industry that raises environmental and social sustainability issues. These are at the heart of the United Nations (UN) Sustainable Development agenda for 2030 which is not compatible with a system focused on abuse and exploitation of the environment. Therefore, an efficient and sustainable management of oceans' natural capital is a critical policy objective for the economic process and progress. The growing awareness of the intense pressures that cause environmental degradation of the natural wealth highlights the need for a sustainable approach. Governance bodies established over the recent decades have defined tools and mechanisms to achieving a more sustainable development allowing the preservation and sustainable uses of the natural capital. At this stage of economy reframing, a new concept of "Blue Economy" (BE) has emerged to foster the shift towards a new, ocean (marine)-based sustainable economy. BE has recently gained considerable policy and scholarly attention, in line with the expansion of its relevance on the political agenda beyond traditional economic sectors. BE implementation strategies are part of the UN's Sustainable Development Goals (SDGs), in particular SDG 14 "Life Below Water" which aims, among other things, to prevent and significantly reduce marine pollution, sustainably manage and protect marine and coastal ecosystems, minimize and address the impacts of ocean acidification, regulate harvesting by ending overfishing and illegal, unreported and unregulated fishing, conserve coastal and marine areas, increase scientific knowledge and transfer sustainable marine technologies. As such, embedded is this quite a cutting-edge concept is the principle (and need) that ensuring economic growth and employment must go hand in hand with the imperative of protecting and restoring nature and fighting climate change. BE enables society to obtain value from the oceans and coastal regions, whilst respecting their long-term ability to regenerate and endure such activities through the implementation of sustainable practices. This implies that human activities must be managed in a way that guarantees the health of the oceans and safeguards economic productivity, so that the potential they offer can be realized and sustained over time. Both established and emerging, innovative sectors are part of the BE and offer important sources of sustainable economic development. The former include marine living resources, marine non-living resources, marine renewable energy, port activities, shipbuilding and repair, maritime transport and coastal tourism. The latter include ocean energy (i.e. floating solar energy and offshore hydrogen generation), blue bioeconomy and biotechnology, marine minerals, desalination, maritime defence, security and surveillance, research and education and infrastructure and maritime works (submarine cables, robotics). These sectors offer significant potential for the transition to a sustainable economic growth, as well as for employment creation. For instance, BE traditional sectors contribute to about 1.5% of the European Union-27 GDP and provide about 4.5 million direct jobs, i.e. 2.3% of EU-27 total employment. Emerging innovative BE sectors, such as ocean renewable energy, blue biotechnology, and algae production are adding new markets and creating jobs. This is without counting indirect and induced income and employment effects. Against this backdrop, this dissertation has two purposes. Firstly, it provides a comprehensive overview of the current state of the BE in the world, highlighting challenges, opportunities, trends, and their potential for sustainable development. Secondly, it aims to provide a stocktaking tool based on solid foundation that will enable both policy-makers and stakeholders to make informed decisions to support relevant new initiatives and policies. This dissertation has been developed within the Industrial Ph.D. program Eureka, financed by the Regional Government of the Marche along with ISTAO – The Istituto Adriano Olivetti, one of the oldest managerial schools in Italy which was founded in 1967 by the Economist Giorgio Fuà. Chapter I of the dissertation is a literature review which fills the knowledge gap on how BE can represent an economic development model for institutions and entrepreneurs. It does so by adopting an exploratory approach for the collection and review of a series of scientific contributions to be considered as most significant and most relevant in addressing how the BE discourse is tied up in recent literature on economic development. Specifically, the exploratory approach was designed based on a set of criteria identified in compliance with the objectives of the investigation: 1) frame and evaluate the state of the art with regards to policies and initiatives undertaken at global level; 2) detect critical issues and challenges in the implementation of policies and initiatives; 3) identify policy implications and suggestions. Chapter II contributes to the emerging literature on the development of a participative BE by presenting an innovative Quadruple Helix model, which not only connects domestic government, academia, firms and users but acts as a driver boosting the foreign exposure of the country in this specific domain. The model is tested in Qingdao, an exemplary city included in the Blue Economic Zone of the Shandong Province, in China, through an exploratory approach based on desk research integrated with semi-structured interviews with eight experts. In Chapter III, the Chinese response to the UN's "Decade of Ocean Science for Sustainable Development 2021-2030" is unfolded based on documentary analysis of official planning and strategic documents. The ocean is considered of great significance by Chinese political leaders to the survival and development of human society. Accordingly, since the launch of the "Ocean Decade", which represents an important UN resolution to promote sustainable ocean development as well as the most important initiative in the coming decade that will exert a far-reaching impact on the progress of marine science and global marine governance, various initiatives have been undertaken by China in order to uphold its cooperation-based commitment to the ecological protection of oceans. Chapter IV makes the case for the shipbuilding industry in the Marche Region, in Italy. The importance of the Marche Region in the shipbuilding industry, suggested a more in-depth exploration to understand what impact the positive performance of the sector can have on the regional industrial system and how it could represent a catalyser for the system of highly qualified and technologically advanced supply chain. In writing this contribution, which was carried out together with colleagues from ISTAO on behalf of Fondazione Marche, I had ample recourse to the latest studies on the shipbuilding industry and carried out a survey investigating the sector in depth. Semi-structured interviews with top management of the most representative regional shipyards and a sample of subcontractors and companies were conducted to witness the growth of the industry. The results of the analysis provide interesting insights for policy-making to support the development of the regional shipbuilding industry and supply chain.

Carbon dioxide (CO2) emissions are a global concern; impacts on the climate do not depend on where the CO2 is emitted. To meet this concern, a worldwide program for cutting greenhouse gases was formed in Kyoto, Japan in December 1997. The Kyoto protocol formulates the general principles for a worldwide treaty on cutting greenhouse emissions and specifies reductions for the industrialised world. The European Union has introduced an EU wide emission trading system (EUETS) that became operational in 2005 as an instrument for EU member states to meet their Kyoto obligations. Transports are not included, but may become a part of the EU-ETS in future revisions. Instead emissions from transports are regulated by other means, including fuel taxes. To further reduce CO2 emissions from passenger cars and to improve fuel efficiency, the European Community has adopted a separate strategy. An important element of this strategy are the Commitments of the European, Japanese and Korean Automobile Manufacturers Associations to achieve total new passenger car fleet average CO2 emissions of 140 g CO2/km by 2008/2009. In this paper we assess the option of introducing an EU wide certificate/emission permit trading system for new passenger cars as an alternative to the commitments made by the European Automobile Manufacturers Associations. An overview of alternative trading systems is presented, possible objectives and evaluation criteria are discussed, arguments for introducing separate systems for new passenger cars are discussed, the potential for emission reduction through technological advances and changed consumer behaviour is analysed and a possible design of a system of tradable permits for new passenger cars is presented. CAP-AND TRADE OR BASELINE-CREDIT? In a cap-and-trade system a total limit (a cap) on emissions is defined. Emission permits that sum up to the limit or cap are then allocated among the agents generating the emissions. Having allocated the permits, trade is introduced. If certain conditions are achieved, trade will continue to the point where marginal abatement costs are the same across sectors and nations. Cost-effectiveness is then achieved. The EU-ETS is an example of a cap-and-trade system. A baseline-credit system is an alternative. In such a system certificates or credits are based on the achievement of improvements in relation to a baseline. Agents with emissions lower than the predefined baseline receive credits and those exceeding the baseline will have to buy credits. The baseline is typically defined in relation to a rate-based value such as CO2-emissions per kilometre or emissions per unit of output. A relative baseline system of this kind is thereby designed to control average emissions, e.g. per car and kilometre, rather than total emissions. The cap-and-trade system has the advantage by allowing a larger variety of choices for adjusting emissions. Taking road transports as an example, total emissions can be reduced not only by reducing average emissions per car and kilometre but also by reducing total car fleet mileage e.g. by giving incentives to travellers to drive less, drive shorter distances or shifting to alternative modes of transport. If the overall objective is to reduce emissions in a cost-effective manner across sectors and nations, including the transport sector in current EU-ETS would be an option to consider. The advantage of such a system is that it has the potential of providing incentives to agents to act in a way that will equalise marginal abatement costs across sectors (assuming also that current CO2-based fuel taxes/other taxes linked to CO2 emissions are adjusted accordingly), thus leading to cost-effective abatement. The baseline-credit system, on the other hand, would concentrate on reducing average emissions and consequently target the behavioural changes necessary to reduce average emissions. If, for example, the objective is to increase energy efficiency through technological improvements, a baseline-credit system may therefore be the optimal choice. Moreover, myopic behaviour in the market for new passenger cars may lead to a situation where consumers' preferences and willingness to pay for CO2-reducing technology is insufficient to cover the costs of developing the technology and put it to the market even if car manufacturers were to trade in EU-ETS and thereby receive monetary gains by developing technology that reduces fuel consumption and CO2 emissions. A system such as the baselinecredit system may therefore be necessary in order to provide sufficient incentives to manufacturers to work towards increased energy efficiency in new cars through technological improvements. The average CO2 emissions from new cars sold in the market can be reduced in two ways; either by increasing the energy efficiency in each type of car put to the market (i.e. improved technology) or by providing incentives to consumers to choose the most energy-efficient cars already in the market. Achieving objectives such as 120 g CO2/km for new car fleet most likely requires both of these. Also, in order to influence consumer behaviour it is important to make technology available to consumers at low cost. Consumers choose to pay for new technology only if the benefits of improved gas-mileage exceed the costs of higher car prices. TECHNOLOGICAL IMPROVEMENT OR CHANGED CONSUMER BEHAVIOUR? Considering technological improvements there are two ways in which to reduce specific CO2 emissions: By reducing fuel consumption in vehicles with conventional combustion engines (petrol and diesel), or by using renewable, low-CO2fuels (partly) in conjunction with new engine technologies. Fuel consumption in vehicles with conventional combustion engines can in turn be reduced in a number of ways. Technological measures can be roughly divided into four categories: Improved engine technology, downsizing and enhanced transmission technology, energy management and hybridisation, and vehicle design. The literature shows that conventional combustion engines have considerable potential for fuel-saving. In the case of petrol engines, it is thought that measures involving the drive train in a middle-size vehicle could achieve fuel savings of around 38 per cent. Further measures such as weight reduction, reduced rolling and air resistance, and promotion of fuel-efficient driving habits can result in 40 per cent or greater decrease in overall consumption. Diesel engines have lower savings potential than petrol engines because diesel engines are less wasteful than petrol engines when run at partial throttle, and significant increases in diesel motor efficiency have already been achieved. Nevertheless, hybridisation and improved transmission could result in savings of around 32 per cent. Additional savings could also be achieved with a reduction in vehicle weight, reduced rolling and air resistance, and by promoting fuel-efficient driving habits. Turning then to consumer behaviour, it is important to recognise that consumers consider a large variety of characteristics before finally choosing the car that best fits their needs and their personal preferences. From a CO2 point of view consumers should ideally be concerned about fuel efficiency more than any other characteristics. This, however, is not the case. Studies have shown that factors such as safety, prestige and powerful engines influence consumer behaviour more than does fuel efficiency, especially in times when disposable incomes increase. However, in spite of recent trends there seems to be a potential to provide incentives to consumers to shift to low-emitting cars without any large sacrifices being involved. Consider, for instance, Volvo V70, which was the most popular new car model in Sweden in 2005. The emissions from the different petrol versions range between 214 and 266 g CO2/km, whereas diesels are available with emissions ranging from 171 to 223 g CO2/km. A movement form the highest CO2/km per kilometre value to the lowest would thus imply savings of 95 grams per kilometre. To achieve these savings a consumer who currently prefers the highest emitting car has to change fuel, automatic transmission and engine power. However, brand, model or car size would not need to change. For most consumers the "adjustment cost" would thus be relatively low. The above is an extreme case scenario involving only one car model. Considering instead the whole fleet of new passenger cars, our calculations show that there is a general potential to reduce CO2 emissions from new cars by 13-30 g CO2/km within the same car model (or approximately 8-15 per cent). THE COST OF INCREASED ENERGY EFFICIENCY The main purpose of a baseline-credit system for new passenger cars would be to provide incentives for car manufacturers to develop and introduce the technology in new cars required to reach the specified CO2-objectives. However, this also means that consumers must find it worthwhile to buy a low-emitting car, i.e. the benefits of the improved technology, not the least in terms of increased gas mileage, must exceed the increase in sales price. The technological potential is large, but the benefits for consumers could be questioned since car buyers apparently do not judge energy efficiency as an important characteristic. Assuming unchanged market shares for petrol and diesel cars as well as small, medium and large sized cars, our calculations show that a reduction of the average emissions to 120 g CO2per car and kilometre in the EU would imply an increase in retail prices by 2 000 euro. There is technological potential to further reduce emissions to an average of 100 g CO2 per kilometre. However, the cost increase for this additional reduction is about 6 000 euro. THE DESIGN OF A SYSTEM FOR NEW PASSENGER CARS It is our conclusion that an emission trading system for new cars should be separated from the EU-ETS and designed as a baseline and credit system, based on emission intensity. Setting up a separate emission trading system for new cars as a baseline and credit system involves defining a baseline. It is natural to tie the baseline to the goals that are under discussion in the European Union i.e. 140 and 120 g CO2/km. Different time frames have been discussed. One possibility is to reach 140 CO2/km by 2008/2009 and 120 g CO2/km by 2012. Earlier discussions about technological development show that this time frame is feasible. Before trade can take place, demand and supply of credits need to be created. In a cap-and-trade system initial allocation of permits is a very important issue. In the baseline and credit system the allocation of credits is automatic: cars below baseline receive credits and cars above baseline need to purchase credits. In principle, this implies that no cost is imposed on the baseline car. High-emitting cars will become more expensive and low-emitting cars less expensive. The credits will work in a way similar to a system of subsidies for cars emitting below the baseline and taxes for those above. Trade with credits need to perform in a way that supports attainment of the baseline. A possible solution is that credits are traded in a market that is similar to a stock exchange. The offers of sellers and the bids of buyers will meet in a market that ideally clears each trading day. As long as markets clear, there is attainment of the baseline. To overcome imbalances, an accommodating system that handles short time excess credits or shortages will need to be worked out. There is also a need for an enforcement and compliance mechanism. Another issue to deal with is that there may be different incentives for buyers and sellers. Buyers will generally be obliged to buy credits. Sellers, on the other hand, may want to capitalise their credits later, or to bank them for coming periods. The differences in incentives can lead to shortages and an upward pressure on prices and fluctuating prices. The issue whether trade of credits should take place downstream or upstream includes several options in the production-consumption chain. The recommendation is that the retailers should be the trading entity. We also suggest gradual reductions in baseline. However, the details of a system of baseline and credits will need further analysis. Important issues in a future analysis will be designing mechanisms for compliance, monitoring and penalising. Incentive problems need also to be dealt with.

The increasing emissions from the transport sector have become a global concern as these emissions contribute to climate change. One way to reduce carbon dioxide (CO2) emissions from the transport sector is to replace fossil fuels with biofuels. The diesel engine is important for transports in society, especially since it is more efficient and more powerful compared with the gasoline engine. Therefore, replacing fossil diesel with biodiesel is one feasible option for achieving short and long-term emission targets. Fatty acid methyl esters (FAME) and hydrotreated vegetable oils (HVO) are the two kinds of biodiesel being used in Sweden. The raw materials are vegetable and animal oils and fats and the production method is esterification for FAME and hydrotreatment for HVO. HVO is more similar to fossil diesel and higher blends can be used in existing diesel engines if the vehicle manufacturer has approved it whereas FAME requires vehicle modifications when used in higher blends. Both HVO and FAME can be used as drop-in fuel with fossil diesel, but only up to 7% for FAME according to regulations. The Swedish consumption of HVO has increased rapidly in recent years. In 2017 it was more than 20% of the total globally produced HVO that year. Furthermore, the dependence on imported raw materials is heavy. Only 3% of the raw materials for FAME and only 5% of the raw materials for HVO sold in Sweden were of Swedish origin in 2017. Since the feedstocks used for biodiesel production are of limited availability and have competing uses, it is important to increase the knowledge of local resources. The County of Gävleborg has many large forest-related industries. The actors at different levels of the supply chain have important roles in the challenges to reduce fossil fuel dependence. The overall aim of this report is to investigate the current status and future prospects of biodiesel feedstocks and production technologies for FAME and HVO from a regional perspective. This is achieved by two separate approaches. First, a literature review is done through which potential feedstocks and production processes are described. The feedstocks are categorized into different generations. Second, ongoing and upcoming activities related to biodiesel production in Gävleborg County are explored through interviews with regional actors. The interviewees are representatives from companies with activities in Gävleborg County: Setra, BillerudKorsnäs, Iggesund, Rottneros and Colabitoil. Raw materials belonging to the first generation compete with food production. For biodiesel these raw materials are different types of vegetable oils. The main ones worldwide are palm oil, soybean oil, rapeseed oil and sunflower oil. These raw materials can be used as feedstock for both FAME and HVO. In Sweden the agricultural activity is relatively low and even lower in Gävleborg County. The extensive use of land and competition with food production makes these type of raw materials for biodiesel production questionable. But arguments can be made that the vegetable oils have good traceability and this can lead to better control to ensure a sustainable biodiesel value chain. Second-generation raw materials are non-food based. There are a variety of different types. Some are already being used and some are potential biodiesel feedstocks for the future. The ones presented in this report are animal fats, fish oils, waste cooking oils (WCO), pyrolysis oil, lignin and crude tall oil (CTO). Animal fats and fish oils can also be considered first-generation raw materials since they might be edible. There are strict health regulations for human food and the fats and oils that do not live up to the regulations can be used for other purposes. Animal fats and fish oils can also be used as animal feed and production of different chemicals. It is not obvious which use is best, but generally it seems that biodiesel and other energy uses are regarded as the least valuable in comparison. An important issue to consider is that the availability of animal fats and fish oils depends on the demand for meat. WCO is a feedstock for biodiesel which is currently used by Colabitoil in their pilot plant for HVO. It seems that the profitability of using WCO is dependent on the production capacity of the WCO producers and the distance between them since these two factors affect the fuel consumption during collection. It is optimal to have one big WCO producer in order to minimize the collection costs. In theory, there could be a situation in which there are so many small producers that more fuel is required for collection than is gained in biodiesel production. Pyrolysis oil from biomass is an interesting future source for biodiesel. It is a heterogeneous mixture of compounds and contains a lot of oxygen. Pyrolysis oil is definitely a raw material that needs catalytic hydrotreatment for upgrading. It is therefore considered an HVO feedstock and not feasible for FAME. This study did not clarify how much pyrolysis oil will end up as diesel fuel and how much will end up as gasoline or other products. A pyrolysis plant for production of pyrolysis oil from sawdust might be built at Setra's sawmill Kastet in Gävle. The pyrolysis oil will then be used as a feedstock for diesel and gasoline fuels in Preem's refinery. Lignin is one of the main components of wood. In the production of pulp by the sulfate process lignin is separated from the pulp as a component in the black liquor. The lignin is then primarily burned for energy purposes in the recovery boiler. The three pulp mills within Gävleborg County all use the sulfate process. At the pulp mill owned by Rottneros in Vallvik a plant for extraction of lignin and a plant for conversion into a lignin oil might be built. This pulp mill has a surplus of energy and therefore a potential to extract some of the lignin. The lignin will be processed together with a bio-based carrier oil to the lignin oil. This lignin oil will then be used as a feedstock for gasoline and diesel fuel in Preem's refinery. It was not clarified in this study what the source of the bio-based carrier oil will be. Additionally, the composition of the lignin oil was not revealed and therefore it could not be determined what share of it can be used for biodiesel production. Lignin oil is very interesting as a feedstock due to the large amount of lignin that is available in the forests. However, the interviews with the two other pulp mills (i.e., Iggesund and BillerudKorsnäs) showed that the availability is limited by other factors. These two pulp mills are integrated with production of paper products and therefore they have no surplus of energy. If lignin is extracted the energy has to be replaced by other sources. An eventual extraction of lignin is associated with reconstruction of different parts of the plant and thereby large investment costs. CTO is a by-product from pulp mills that use the sulfate process. It is of limited availability and consists mainly of fatty acids and rosin acids. The fatty acids can be converted to biodiesel. One way to utilize the components of CTO is to fractionate it into different product streams through distillation. These product streams include one stream with fatty acids, one stream with rosin acids and one stream called pitch. The pitch can be seen as a residue. There are two main refineries to which the three pulp mills in Gävleborg County deliver their CTO: Sunpine in Piteå and Kraton in Sandarne. Sunpine produces tall oil diesel and other products from the CTO, and the tall oil diesel is used for HVO production by Preem. Kraton produces different chemicals from the CTO. For all three pulp mills an important factor is to get tall oil pitch back from Sunpine and Kraton to be used for energy purposes. A potential source of lipids for biodiesel production was mentioned in the interview with Colabitoil. This was the conversion of lignocellulosic material into lipids by microbes. A particularly suitable feedstock for the microbes would be waste fibers from pulp and paper industries. This still appears to be at the research stage, but it will be interesting to follow the development since it has promising opportunities if it can be achieved at a commercial scale. Third-generation feedstocks for biodiesel are oils obtained from microalgae. Microalgae are potentially superior to the other raw materials. Biodiesel from microalgae is not commercially available so it is up to the future to determine its destiny. Due to the cold climate of Gävleborg County it is questionable if it is a good place for large-scale cultivation of microalgae. The optimal feedstock for FAME are triglycerides. Therefore, first-generation raw materials are wanted. Catalytic hydrotreatment can handle more complex raw materials and the feedstock range can thereby be increased to second-generation feedstocks. There is no producer of FAME in Gävleborg County, but there is a company (Colabitoil) that distributes HVO produced by Neste. Colabitoil also has a pilot plant for HVO production and might build a large-scale production plant in the future. The activities in Norrsundet, which Colabitoil is part of, has a potential to provide synergy effects if different companies settle there. There can then be knowledge-sharing and utilization of different by-products between the companies. There are two aspects about the limitations of the report that should be mentioned. First, the environmental performance of the different raw materials and production technologies is not considered. This is an important issue since the main purpose of biofuels is to reduce the environmental impact of fossil fuels. Second, it cannot be ruled out that there could have been intentional or unintentional bias in the interviews, even though there is no reason to suspect this. Additionally, it is very tricky to assess the certainty behind different statements from different persons since they have different backgrounds and different expectations about the future. Apart from this, the aim of the report was met to a large extent by shedding light on the future prospects of biodiesel through the challenges, uncertainties and success factors related to projects that the different actors described in the interviews. The challenges are technical and financial. The uncertainties are related to political stability but also to the environmental permit and future availability of raw materials. The success factors are the high demand for transport fuels and cooperation with other companies. ; De ökande utsläppen från transportsektorn har blivit en global angelägenhet, eftersom dessa utsläpp bidrar till klimatförändringen. Ett sätt att minska koldioxidutsläppen från transportsektorn är att ersätta fossila bränslen med biobränslen. Dieselmotorn är viktig för transporter i samhället, speciellt eftersom den är effektivare och mer kraftfull jämfört med bensinmotorn. Att ersätta fossil diesel med biodiesel är därför ett möjligt alternativ för att uppnå korta och långsiktiga utsläppsmål. Fettsyrametylestrar (FAME) och vätebehandlade vegetabiliska oljor (HVO) är de två typerna av biodiesel som används i Sverige. Råvarorna är vegetabiliska och animaliska oljor och fetter och produktionsmetoden är förestring för FAME och vätgasbehandling för HVO. Sammansättningen hos HVO är mer lik fossil diesel och högre inblandningsnivåer kan därmed användas i befintliga dieselmotorer om fordonstillverkaren har godkänt det. FAME däremot kräver modifiering hos dieselmotorsystemet vid användning i högre blandningar. Både HVO och FAME kan användas som drop-in bränsle med fossil diesel, men bara upp till 7 procent för FAME enligt föreskrifter. Den svenska konsumtionen av HVO har ökat snabbt de senaste åren. År 2017 var den över 20 procent av den totala globala produktionen det året. Det finns ett starkt beroende av importerade råvaror. Endast 3 procent av råvarorna för FAME och endast 5 procent av råvarorna för HVO som säljs i Sverige var av svenskt ursprung 2017. Eftersom råvarorna som används för biodieselproduktion har begränsad tillgänglighet och konkurrerande användningsområden är det viktigt att öka kunskapen om lokala resurser. Gävleborgs län har många stora skogsrelaterade industrier. Aktörerna på olika nivåer i försörjningskedjan har viktiga roller i utmaningen att minska beroendet av fossila bränslen. Det övergripande syftet med denna rapport är att undersöka nuvarande status och framtidsutsikterna för biodieselråvaror och produktionsteknologier för FAME och HVO ur ett regionalt perspektiv. Detta uppnås genom två separata tillvägagångssätt. För det första görs en litteraturöversikt där potentiella råvaror och produktionsprocesser beskrivs. Råvarorna kategoriseras i olika generationer. För det andra undersöks pågående och kommande aktiviteter relaterade till biodieselproduktionen i Gävleborgs län genom intervjuer med regionala aktörer. Intervjuerna är gjorda med representanter för företag med aktiviteter i Gävleborgs län: Setra, Billerud, Korsnäs, Iggesund, Rottneros och Colabitoil. Första generationens råvaror konkurrerar med livsmedelsproduktionen. För biodiesel är dessa råvaror olika typer av vegetabiliska oljor. De vanligast förekommande i världen är palmolja, sojabönsolja, rapsfröolja och solrosolja. Dessa råvaror kan användas till produktion av både FAME och HVO. I Sverige är jordbruksverksamheten relativt låg och i Gävleborgs län är den lägre än det Svenska genomsnittet. Den omfattande användningen av mark och konkurrensen med livsmedelsproduktionen gör att denna typ av råvaror för biodieselproduktion kan ifrågasättas. Men det kan argumenteras att vegetabiliska oljor har bra spårbarhet vilket kan leda till bättre kontroll för att säkerställa en hållbar biodieselvärdekedja. Andra generationens råvaror är icke-livsmedelsbaserade. Det finns en mängd olika typer. Vissa används redan och vissa är potentiella biodieselråvaror. De som presenteras i denna rapport är animaliska fetter, fiskoljor, spilloljor (WCO), pyrolysolja, lignin och råtallolja (CTO). Animaliska fetter och fiskoljor kan också betraktas som första generationens råmaterial eftersom de kan vara ätbara. Det finns höga hälsokrav för livsmedel och de fetter och oljor som inte uppfyller kraven kan användas för andra ändamål. Animaliska fetter och fiskoljor kan också användas som foder och produktion av olika kemikalier. Det är inte uppenbart vilken användning som är bäst, men i allmänhet verkar det som biodiesel och annan energianvändning anses vara den minst värdefulla. En viktig fråga att beakta är att tillgången på animaliska fetter och fiskoljor är beroende av efterfrågan på kött. WCO är ett råmaterial för biodiesel som för närvarande används av Colabitoil i deras pilotanläggning för HVO. Det verkar som om lönsamheten för att använda WCO är beroende av produktionskapaciteten hos WCO-producenterna och avståndet mellan dem, eftersom dessa två faktorer påverkar bränsleförbrukningen vid insamling. Det är optimalt att ha en stor WCO-producent för att minimera insamlingskostnaderna. Teoretiskt sett kan det uppstå en situation där producenterna är så små och så många att mer bränsle krävs för insamling än som uppnås i biodieselproduktionen. Pyrolysolja från biomassa är en intressant framtidskälla för biodiesel. Det är en heterogen blandning av föreningar och den innehåller mycket syre. Pyrolysolja är definitivt en råvara som behöver katalytisk vätgasbehandling för uppgradering. Den anses därför vara en råvara för HVO och inte för FAME. Denna studie klargör inte hur stor del av pyrolysoljan som kan omvandlas till dieselbränsle och hur mycket som kan omvandlas till bensin eller andra produkter. En pyrolysanläggning för produktion av pyrolysolja från sågspån kan komma att byggas vid Setras sågverk Kastet i Gävle. Pyrolysoljan kommer då att användas som råvara för diesel- och bensinbränsle i Preems raffinaderi. Lignin är en av huvudkomponenterna i trä. Vid framställning av massa genom sulfatprocessen separeras lignin från massan som en komponent i svartluten. Lignin bränns sedan i första hand för energianvändning i samband med återvinningen av kokningskemikalierna. De tre massafabrikerna i Gävleborgs län använder alla sulfatprocessen. Vid massabruket som ägs av Rottneros i Vallvik kan en anläggning för utvinning av lignin och en anläggning för omvandling till ligninolja komma att byggas. Denna massafabrik har ett överskott av energi och därmed en potential att extrahera en del av ligninet. Ligninet kommer att processas tillsammans med en biobaserad bärar-olja till ligninoljan. Denna ligninolja kommer då att användas vid produktion av bensin och dieselbränsle i Preems raffinaderi. Det framgår inte i denna studie vad källan till den biobaserade bäroljan kommer att vara. Dessutom avslöjas inte ligninoljans sammansättning och därför kan det inte fastställas hur stor del som kan användas för biodieselproduktion. Ligninolja är mycket intressant som råmaterial på grund av den stora mängd lignin som finns i skogen. Intervjuerna med de två andra massafabrikerna (dvs Iggesund och BillerudKorsnäs) visade emellertid att tillgängligheten är begränsad av andra faktorer. Dessa två massafabriker är integrerade med produktion av pappersprodukter och har därför inget överskott av energi. Om lignin extraheras måste energin ersättas med andra energikällor. En eventuell extraktion av lignin är förknippad med ombyggnad av olika delar av fabriken och därmed med stora investeringskostnader. CTO är en biprodukt från massafabriker som använder sulfatprocessen. Den är av begränsad tillgänglighet och består huvudsakligen av fettsyror och hartssyror. Fettsyrorna kan omvandlas till biodiesel. Ett sätt att utnyttja komponenterna i CTO är att fraktionera den till olika produktflöden genom destillation. Dessa produktflöden innefattar en ström med fettsyror, en ström med hartssyror och en ström som kallas beckolja, som kan ses som en restprodukt. Det finns två raffinaderier till vilka de tre massafabrikerna i Gävleborgs län levererar sin CTO: Sunpine i Piteå och Kraton i Sandarne. Sunpine producerar talloljediesel och andra produkter från CTO. Talloljediesel används för HVO-produktion av Preem. Kraton producerar olika kemikalier från CTO. För alla tre massabruken är det viktigt att få tillbaka beckolja från Sunpine och Kraton. En potentiell källa till lipider för biodieselproduktion nämns i intervjun med Colabitoil. Detta är omvandling av biomassa till lipider av mikrober. Ett särskilt lämpligt råmaterial för mikroberna skulle vara en typ av restprodukt från massa- och pappersindustrin som kallas fiberslam eller nollfiber. Intrycket är att detta fortfarande är i en forskningsfas, men det kommer att vara intressant att följa utvecklingen eftersom det finns lovande möjligheter om detta kan nå kommersiell skala. Tredje generationens råvaror för biodiesel är oljor erhållna från mikroalger. Mikroalger är potentiellt överlägsna de övriga råvarorna. Biodiesel från mikroalger är inte kommersiellt tillgänglig så framtiden avgör dess öde. På grund av det kalla klimatet i Gävleborgs län är det tveksamt om detta är ett bra ställe för storskalig odling av mikroalger. Den optimala råvaran för FAME är triglycerider. Därför är första generationens råvaror önskade. Katalytisk vätgasbehandling kan hantera mer komplexa råvaror och råvarubasen kan därmed ökas till andra generationens råvaror. Det finns ingen producent av FAME i Gävleborgs län, men det finns ett företag (Colabitoil) som distribuerar HVO producerat av Neste. Colabitoil har även en pilotanläggning för HVO-produktion och kan i framtiden komma att bygga en storskalig produkt-ionsanläggning. Verksamheten i Norrsundet, som Colabitoil ingår i, har potential att ge synergieffekter om olika företag etablerar sig där. Det kan då ge förutsättning för kunskapsdelning och utnyttjande av olika biprodukter mellan företagen. Det finns två aspekter kring rapportens begränsningar som bör nämnas. För det första beaktas inte miljöpåverkan från de olika råmaterialen och produktionsteknologierna. Detta är en viktig fråga eftersom biobränslenas huvudsakliga syfte är att minska miljöpåverkan jämfört med fossila bränslen. För det andra kan det inte uteslutas att intervjuerna kan vara avsiktligt eller oavsiktligt partiska, även om det inte finns anledning att misstänka detta. Dessutom är det väldigt svårt att bedöma säkerheten i uttalanden från olika personer eftersom de har olika bakgrund och olika förväntningar på framtiden. Bortsett från detta, uppnåddes i stor utsträckning målsättningen med rapporten att bedöma framtidsutsikterna för biodiesel genom belysning av utmaningar, osäkerhetsfaktorer och framgångsfaktorer relaterade till de projekt som de olika aktörerna beskrev i intervjuerna. Utmaningarna är tekniska och finansiella. Osäkerheten är relaterad till politisk stabilitet, men också till miljötillstånd och framtida råvarutillgång. Framgångsfaktorerna är den höga efterfrågan på drivmedel och samarbete mellan olika företag. ; Forskningsfinansiärer: Europeiska regionala utvecklingsfonden (ERUF), Region Gävleborg, Högskolan i Gävle

In 2012, the World Bank signed five agreements with MRDPA for advisory services, out of which one relates to the growth poles policy and to its improvement for the programming period 2014-2020. This agreement has three components: 1) an analysis of the growth poles policy, 2) energy efficiency studies for each growth pole; and 3) a review of the Integrated Development Plans prepared by the growth poles for the period 2007-2013. In this context, South Muntenia Regional Development Agency, through the coordinator of Ploiești Growth Pole, requested the World Bank, under a project funded by ERDF through the Technical Assistance Operational Program 2007-2013, to support the Growth Pole in implementing the recommendations stemming from the previous analysis with: 1) updating the Integrated Development Plan for 2014-2020; and 2) proposing an improved institutional framework for coordinating the planning, implementation and monitoring of projects under this plan. The current document of the Integrated Development Plan belonging to Ploiești Growth Pole was developed during the period 2008-2009 and approved and submitted to South Muntenia RDA in April 2010. It contains a total number of 93 projects with a total value of RON 5,136,143,583.91, out of which 762,515,322.81 are EU funds, and the remainder comes from the national budget and the beneficiaries' own contribution. In the process of updating the plan, the implementation status of these projects will be studied further, while attention will be also given to the unimplemented projects in order to see whether they will be included in the documentation, depending on their response to the new development conditions of the growth pole.