Features
Are we witnessing end of globalisation? What’s at stake for Sri Lanka?
Globalisation can be understood as relations between countries, and it fosters a greater relationship between countries that involve the movement of goods, services, information, technology, money, and human beings between countries. These relationships transcend economic, cultural, political, and social contexts.
Globalisation in the modern world today is a significant shift from the past. Globalisation in the modern world today is a state in which the world becomes interconnected and interdependent. This change occurs due to better technology, transport, communication, and foreign trade.
Trade routes have joined areas for centuries. The Silk Road and colonial sea trade routes are the best examples. But today, nobody can match the speed and scope of globalization.
Globalisation began to modernise after World War II. During this time, countries came to understand that they had to work together. They wanted to have economic cooperation and peace so that they would not fight any more. These significant institutions united countries for political and economic purposes and advantages. They allow free movement of products, services, and capital between countries. It encourages cooperation all over the world.
The second half of the 20th century saw fabulous technological advances. These advances sped up globalisation. The internet changed everything. It changed the way people communicate, share information, and do business. Traveling became faster and more efficient. Products and humans travel from one continent to another in record time. Companies can now do business globally. They outsource jobs, get access to global markets, and use global supply chains. This was the dawn of multinational firms and a global economy.
Flow of information is one of the characteristic features of the current age of globalisation. The internet allows news, ideas, and culture to be shared in real-time. Societies are experiencing unprecedented cultural interconnectedness. This has led to controversy over cultural sameness and dissimilation of local cultures. For example, the same is observed within countries too. In countries such as Sri Lanka the language differences between districts have become a non-issue, and the western province’s language has paved the way for others to emulate. Globalisation has allowed millions of individuals to lift themselves out of poverty, especially in Asia and Latin America. It does this by creating new employment opportunities and expanding markets. It has also increased economic inequalities, though. Wealth flows to those who possess technology and capital. Poor workers and communities are unable to compete regionally or internationally. Some countries have seen political backlash. In these countries, some people feel left behind by the benefits of globalisation.
Modern globalisation has a lot to do with environmental concerns. More production, transportation, and consumption have destroyed the planet. These are pollution, deforestation, and climate change. Global issues need global solutions. That is why international cooperation is essential in solving environmental problems. The Paris Climate Agreement is one such international effort to cooperate. There are constant debates regarding justice and responsibility between poor and rich countries.
Modern-day globalisation deeply influences our daily lives in many ways. It has opened up possibilities for economic growth, innovation, and cultural exchange. However, it also carries with it dire consequences like inequality, environmental destruction, and displacement of culture. The future of globalisation will be determined by the way we handle its impact. We have to see to it that its benefits are distributed evenly across all societies.
Tariffs are globalising-era import taxes. Governments levy them to protect domestic firms from foreign competition. But employed ruthlessly and as retaliation like today, and they can trigger trade wars. Such battles, especially between big economies such as the U.S. and China, can skew trade. They can destabilise markets and challenge the new era of globalisation. Tariff wars will slow or shift globalisation but won’t bury it.
Globalisation is not just a product of dismantling trade barriers. It is the product of enormous forces like technology, communications, and economic integration in markets across the globe. Tariffs can limit trade between countries or markets. They cannot undo the fact that most economies in the world today are interdependent. Firms, consumers, and governments depend on coordination across borders. They collaborate on energy, finance, manufacturing, and information technologies.
However, the effects of tariff wars should not be downplayed. Excessive tariffs among dominant nations compromise international supply chains. This also raises the cost for consumers and creates uncertainty for investors. The 2018 U.S.–China trade war created billions of dollars’ worth of tariffs. It also lowered the two countries’ trade. Industries such as agriculture, electronics, and automotive manufacturing lost money. These wars can harm international trade confidence. They also discourage higher economic integration.
There are some nations that are facing challenges. They are, therefore, diversifying trade blocs. Others are creating domestic industries. Some are also shifting to regional economic blocks. This may result in more fragmented globalisation. Global supply chains can become short and local. The COVID-19 pandemic and tariff tensions forced countries to re-examine the use of foreign suppliers. They began to stress self-sufficiency in vital sectors. These are medicine, technology, and food production.
Despite these trends, globalisation is not robust. The global economy can withstand crises. It does so due to innovation, new trade relations, and digitalisation. E-commerce, teleworking, and online communication link people and businesses across the globe. Sometimes these links are even stronger than before. Countries need to come together in order to combat challenges like climate change, pandemics, and cybersecurity. This is happening even as economic tensions rise.
Tariff wars can disrupt trade and create tensions.
However, they will not be likely to end globalisation, but instead, they reshape it. They might change its structure, create new partnerships, and help countries find a balance between openness and security. The globalization forces are strong and complex. They can be slowed down or reorganized, but not readily undone. The future of globalisation will depend on how countries strike their economic interests. They must also recognise their interdependence on each other in our globalised world. The world economy has a tendency to change during crises.
It does this through innovating, policy reform, building strong institutions, and changing economic behavior. But they also stimulate innovative and pragmatic responses by governments, companies, and citizens. The world economy has shown that it can heal, change, and change after crises like financial downturns, pandemics, and geo-political conflicts. One of the more notable examples of economic adjustment occurred in the 2008 global financial crisis. The crisis started when the housing market in the U.S. collapsed. The big banks collapsed, and then the effects spilled over to the world. This led to recessions, very high unemployment levels, and a drop in consumer confidence. In response, central banks like the U.S. Federal Reserve and the European Central Bank acted very quickly. They cut interest rates to near zero. They also started large-scale quantitative easing. Governments spent stimulus money in their economies. They assisted in bailing out banks and introduced tax-tight financial regulations. These actions stabilised markets and ultimately restored economic growth. The crisis also led to new financial watchdog mechanisms. One example is the Financial Stability Board, which has the objective of avoiding such collapses in the future. The COVID-19 pandemic created a unique crisis.
It reached health systems and economies globally. In 2020, the world suddenly stopped. Lockdowns and supply chain disruptions followed. This led to a sharp fall in GDP in almost all countries. Sri Lanka experienced it acutely. However, the world economy has adapted at a breathtaking speed. Remote work and online shopping flourished, driven by digital technology. Firms transitioned to new formats like contactless offerings, delivery platforms, and remote platforms. Governments rolled out massive stimulus packages to businesses and employees. Central banks infused liquidity to support financial systems. International cooperation on vaccine development and distribution also helped accelerate economic recovery. By 2021 and 2022, various economies were quicker to recover than expected, though unevenly by region. Another outstanding one is the manner in which economies adapted to geostrategic struggles:
The war of 2022 between Ukraine and Russia ravaged across world markets of food and energy, with special impact on Europe and the Global South.
European nations moved swiftly to abandon Russian natural gas. European nations also looked around for other sources of energy and increased usage of renewables. While shock caused inflation as well as supply shortages to a peak first, markets began to shift ultimately. And world grain markets looked elsewhere and established new channels of commerce. Such changes show the ways that economies can change under stress, even if ancient structures are upended. Climate change is demanding long-term change in the world economy.
The climate crisis isn’t a sudden crisis, like war or pandemic. But it’s pushing nations and businesses to make big changes. Green technologies are on the rise. Electric vehicles, solar and wind power, and carbon capture are the best examples. These technologies are indicative of how economies address environment crises. Financial institutions and banks are now embracing sustainable investing guidelines. Countries are uniting in a low-carbon future under the terms of the Paris Climate Accord. Technology is leading economic resilience.
The digital economy is going stratospheric—AI, cloud computing, and e-commerce are the jetpack! These technologies enable companies to be agile and resilient. Consider the pandemic and the financial crisis, for instance. Technology businesses did not just survive; they flew like eagles. They gave us remote work tools, digital payments, and virtual conversations, allowing us to stay connected when it was most important. These innovations have irreversibly shifted the terrain of worldwide business and work. The global economy’s history is marked by crises and its capacity to adapt and transform in response. The global economy proves strong during financial crises, pandemics, conflicts, and climate issues. Resilience shines through innovation, teamwork, and strategic adjustments. Though challenges linger and vulnerabilities remain, we’re not without hope.
Learning from crises helps us fortify and adapt our systems. This adaptability signals a promising evolution for the global economy amid future uncertainties.
The current trade war, especially between the United States and China, is reshaping globalization. It may lead to a new form of it. These tensions do not terminate globalization. Instead, they push it to evolve into a more complex and regional form. The new model includes economic factors. It also includes political, technological, and security factors. This leads to a world that remains interconnected but in more cautious, selective, and fragmented ways.
Trade wars tend to begin when countries want to protect their industries.
They might want to lower trade deficits. They also respond to unfairness, including intellectual property theft or state subsidies. The ongoing trade war between China and the U.S. has seen massive tariffs, export quotas, and increasing geopolitical tensions. This is a sharp departure from the post-Cold War era, which saw more free and open trade. Now, companies and governments prepare for everything. Safety and national interests are their concerns. This change is reflective of a trend that some experts call “de-risking” or “strategic decoupling.” One of the most obvious signs of this new course is the reorganization of global supply chains.
Many global companies want to diversify away from relying on one country. They especially want to decouple from China for manufacturing and raw materials. They diversify production by investing in different regions. It is called “China plus one.” It means relocating operations to locations like Vietnam, India, and Mexico. This relocation takes global supply chains from centralized to more regionalized and redundant networks. These networks prepare for future shocks. Moreover, technology and digital infrastructure have an increasing role in this new globalization.
Trade tensions are an indication of the strategic value of semiconductors, telecommunications, and artificial intelligence. Nations are realizing that technology is a national security issue. Therefore, they have invested in their local capabilities and restricted foreign technologies’ access. The U.S., for example, has put export restrictions on high-end microchips and blocked some Chinese technology companies from accessing its market. China and other nations have increased efforts in developing independent ecosystems for technologies. This has given rise to parallel technology realms. This could result in a “bifurcated” global economy with different standards and systems. The current trade war is also strengthening the advent of regional trading blocs.
Global trade agencies like the World Trade Organization are getting weakened. This is owing to the fact that the world’s major nations are competing with one another. Hence, the nations are currently opting for regional agreements to develop economic cooperation. Discuss the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) and the Regional Comprehensive Economic Partnership (RCEP) in Asia. And let’s not forget the United States–Mexico–Canada Agreement (USMCA). Collectively, these agreements represent a new era of globalization. It’s no longer a free-for-all; rather, it’s a strategic web spun with trusted partners and regional ambitions resulting in ‘islands’ or ‘regions’ of globalization. The new model of globalization creates greater independence and security for some but presents issues.
The countries that previously prospered from the exportation of goods and involvement in the global market may face greater challenges. As protectionism rises and competition becomes greater, customers may pay more. Economic inefficiencies are a likely reason. Additionally, the disintegration of international institutions may stop countries from agreeing on important issues. Problems like global warming, pandemics, and economic downturns can become harder to resolve. The current trade war will not end globalization, but it is reshaping it. We see a new type of globalization that is fragmented, regional, and strategic in character. Countries are still interdependent, but such economic dependency is underpinned by trust, security, and competition. Globalization is changing, so we must balance these changes with the imperatives of cooperation in our globalized world.
New types of globalization include regional trade blocs, reshaping supply chains, tech decoupling, and growing geopolitical tensions.
For Sri Lanka, the changes have far-reaching consequences.
Being a small nation strategically located, Sri Lanka relies on trade, tourism, and foreign investment. Globalization is, however, more fragmented and politicized and security-oriented. This offers opportunities and challenges for Sri Lanka. To survive, the country must reform its economic policies. It must diversify relationships and maneuver the rival interests of global powers with caution.
One of the most immediate effects of the new globalization is realigning global supply chains.
Multinationals want to wean themselves from China. They want to shift production elsewhere. Sri Lanka can be a new hub for light manufacturing, logistics, and services. Being located on key shipping routes in the Indian Ocean means that it is a vital node in global ocean trade. Sri Lanka can lure more foreign investment by improving its infrastructure, bolstering digital strength, and upgrading the regulations. This would help firms to open up business. This would create employment as well as improve export-led growth. But the shift towards regionalism in global trade also poses danger.
The rest of the countries outside these alignments might be left out as major economies create closed trading blocs. Examples include the Regional Comprehensive Economic Partnership (RCEP) and bilateral agreements like the Indo-Pacific Economic Framework. Sri Lanka is not part of most of the world’s biggest trade blocs, limiting its access to large markets and preferential trade conditions. Exclusion could make exports less competitive. It could also reduce the nation’s appeal as an international production base. To fulfill this, Sri Lanka must pursue trade agreements with regional powers like India and ASEAN nations in order to keep up with shifting trade networks. One key feature of the new era of globalization is a focus on ‘technological sovereignty’.
This includes the rise of alternative digital ecosystems, especially between China and the US. Sri Lanka must manage the tech divide wisely. Countries are closing doors to other people’s technologies and creating their own networks. Cyber security, digital infrastructure, and data governance require investments. Sri Lanka also needs to balance embracing new technology while preserving its digital sovereignty. Dependence on technology from a single country could yield dangers, as digital tools will be the main movers in the realms of governance, finance, and communication. Geopolitical competition, especially in the Indo-Pacific, also affects Sri Lanka’s economic and strategic location.
The island’s location has drawn China and India and Western nations. China’s involvement in Sri Lankan infrastructure projects, such as the Hambantota Port and the Colombo Port City, has yielded economic advantage as well as concerns regarding debt dependence and strategic control. Meanwhile, India and its allies have expressed interest in balancing Chinese power in the region. This is a sensitive balance that Sri Lanka has to exercise strategic diplomacy to reap foreign investment without being entangled in great power rivalry or compromising sovereignty. In addition, economic resilience in the face of global shocks—such as the COVID-19 pandemic, energy shocks, and food crises—has emerged as a top priority in the new era of globalization.
The recent economic slump in Sri Lanka, marked by a sovereign default, foreign exchange crises, and inflation, underscored the country’s vulnerability to global shocks. These events underscore the need for greater economic diversification, sound fiscal management, and long-term development. Sri Lanka must build stronger domestic industries, shift to clean energies, and transform regional supply systems that are less vulnerable to shocks from the outside. Generally speaking, therefore, the new patterns of globalization present Sri Lanka with a risk-laden world of possibility too.
While transforming global patterns of trade and investments creates new doors to economic growth, it steers the country towards more aggressive competition, geopolitical tensions, and internal vulnerabilities. To thrive in this fast-evolving world, Sri Lanka must adopt an assertive strategy of regional integration, technological resilience, strategic diplomacy, and inclusive economic reform. On the way, it can transform foreign uncertainty into a platform for sustainable and sovereign development.
by Professor Amarasiri de Silva
Features
Getting Raked Over the Coals
In an artful move that has wrongfooted its critics, the NPP government would seem to have orchestrated the resignation of Energy Minister Kumara Jayakody and Ministry Secretary Udayanga Hemapala, while simultaneously appointing a Special Presidential Commission of Inquiry to investigate whether any irregularities or unlawful actions have taken place in the business of importing coal for the Lakvijaya power station, by the state-owned Lanka Coal Company (Private) Limited. The Lanka Coal Company (LCC) had been created as early as 2008 under the Companies Act, following a cabinet decision in 2006, for the stated purpose of importing coal for power generation not only at Lakvijaya, but also other potential thermal power stations. The presidential COI could technically cover the entire lifespan of the LCC.
While the usual busybodies are busy raking the NPP government over substandard coal brought from South Africa by an Indian supplier who had not paid the full registration fee on time, the focus should really be on the performance of the LCC from its inception to the current sensation. The sole reason for the LCC’s being is to bring home about 40 +/- shiploads of coal that (at 60,000 Metric Tonnes of coal per shipload) for a total of approximately 2.25 million MT – the amount of coal that Lakvijaya requires for burning in one year to generate power at the full 900MW installed capacity.
Because of Lakvijaya’s location on the west coast, at Norochcholai, in the Puttalam District, without a proper harbour facility, the shipment is restricted to the six/seven-month non-monsoonal period – from September/October in one year to March/April the next. 40 +/- shiploads over six/seven months work out to six or seven ships a month. So, the company has the luxury of the other six/seven months (March/April to September/October) every year to plan, procure and deliver 2.25 million MT of coal to Lakvijaya, at competitive prices and to the required quality standards. Remember, it is not uranium we are importing, but coal. For one whole company that should be a QED (quite easily done) job – you would think. On the contrary, it has hardly been a QED.
The first question that comes to mind is whether a whole company is needed to arrange six to seven shiploads of coal a month for six months of the year. Now that a Presidential Commission of Inquiry (COI) has been set up, it would be interesting to see whether the Commission would also look into the reasons why the cabinet of ministers in 2006 decided to establish a new company for shipping coal. This was five years before the first phase of Lakvijaya power generation was completed in 2011 at one third (300MW) capacity, with full (900MW) generative capacity reached three years later in 2014. The construction of Lakvijaya had begun in 2006 and the LCC was created in 2007.
The country is familiar with all the construction delays and post construction problems of the storied power plant, but all the delays at the power plant should have given the LCC time to plan and put in place a streamlined mechanism for supplying coal. That has not been the case at all. That leads to other obvious questions – which are really about missing information regarding the sourcing and procurement of coal and ensuring its quality.
Sourcing and Procuring
First sourcing. It is generally known that the LCC has been importing coal from Australia, Indonesia, Russia – the world’s top three coal exporters, as well as South Africa. But there is no information on a supplier’s association with a particular country-source or the implications of switching from one country-source to another depending on the selection of a supplier. This information is not presented either in company documents (provided on its website and two annual reports (2017 & 2020) that are online) or in the audit reports including the most recent one which is also the most extensive one. As well, there is no source comparison by price or by quality – especially for the critical heating or calorific value, which is considered a “rank parameter” in quality evaluation of coal, and is fundamental to using coal in thermal power generation.
The second question or missing piece of information is about procurement. Every January, if I am not mistaken, the LCC calls for registration of suppliers based on past procurement experience, including conformance with quality standards, and corporate business performance. The LCC publishes the “Standard Values for Coal” for each year, which include the Gross Calorific Value (GCV, usually greater than 6,150 kcal/kg), moisture and material percentage contents, and grain sizes. These requirements are based on the manufacturer’s specifications, as they should be.
Registration applications are reviewed and approved for registration by cabinet-appointed committees mostly made up of senior CEB and relevant Ministry officials, and LCC and Lakvijaya representatives. What is not available is a historical record of registered suppliers, their quality history, and changes over time. This record could also include bid takers from among the registered suppliers, tender details and prices, and selected suppliers. The absence of such record and trend analysis would likely have been a factor in creating opportunities for alleged fraud, preferential selections and the compromising of quality standards.
The third question and concern is about the quality of imported coal, especially the minimum calorific value for efficient operation of the turbines. Far more than the other two, the quality issue has been front and centre in all the news about coal over the years, and it became the subject of some detailed analysis in the April 2026 Special Audit Report on Coal Procurement.
For the 2025/2026 coal supply, 26 registered suppliers were invited to bid on 18 August 2025, 11 of them responded, and their bids were opened on 15 September 2025. Quite a short window. Of the 11 bidders, only two had previously supplied coal exceeding the rejection threshold of 5,900 kcal/kg GCV; eight of them had both exceeded and fallen short of the threshold in their previous supplies; one did not exceed the threshold at all; and the last one did not provide any GCV information. The tender was awarded to Trident Chemphar Limited of India, whose past GCV record indicates supplying nearly 300,000MT of coal exceeding 5,900 GCV, and twice as much, nearly 600,000MT, under 5,900 GCV.
As noted in the Special Audit Report, Trident had not paid the full registration fee of $5,000 when bids were sent out on 18 August 2025 and should not have a received the invitation to bid. However, the LCC would seem to have found a way to have the tender documents sent to Trident, accept Trident’s late payment of the balance due of the registration fee, and have its registration ratified four days later on 22 August 2025. As the Audit Report has correctly observed, this was a violation of the principle of fairness in procurement, especially involving competitive bidding on a tender of substantial value.
Heat Quality and Testing
As I noted earlier, the LPP’s “Standard Values for Coal” stipulates a GCV (Gross Calorific Value) greater than 6,150 kcal/kg). A lower value of 5,900 kcal/kg is used as the benchmark to reject coal loads that fall below that value. In other words, the practice has been to use 6,150 kcal/kg as the quality standard for supply, rejecting loads that come under 5,900 kcal/kg, and making price adjustments for loads with GCV that fall between the two values. Lowering the tender threshold to 5,900 opens the door for accepting supplies under what (5,900) was earlier the rejection threshold as the new normal.
The lowering of the quality requirement before and after an apparent cabinet authorization came into effect 23 June 2023 apparently after a cabinet decision. Before June 2023, eligible suppliers should have supplied a minimum of one million MT in the previous 36 months, of which at least 50% (500,000 MT) should have equaled or exceeded the rejection threshold of 5,900 GCV. After June 2023, the business turnover was reduced from one million to half a million metric tonnes, and the quality amount was reduced from 500,000 MT to 100,000 MT. These changes came home to roost in the procurement of coal for the 2025/2026 period under the new (NPP) government.
As I have noted, the selected supplier, Trident Chemphar Limited of India, did not have a good record for heat quality supply, the company’s 36-month record indicating only one third of its supply exceeded the 5,900 GCV requirement. But it was still higher than the new, but lower, standard of a supply record of 100,000 MT exceeding 5,900 GCV. But worse was yet to come.
The Trident tender provides for only 1.5 million MT of coal and of the 2.32 million MT of coal required for 2025/2026. To procure the balance and to add redundancy to the main Trident supply (which is rather puzzling), the LCC initiated a second tender in January 2026 – interestingly, not for the full 800,000 MT balance, but only 300,000 MT of it. And the second competitive tender following all proper evaluation was awarded to Taranjot Resources (Pvt) Limited, also of India. Taranjot was one of the unsuccessful bidders in the August-September 2025 tender and had the distinction of being the only one who had recorded an entire 36-month supply of coal (100% of 1.1 million MT) under 5,900 GCV. Go Figure!
The price comparisons are also revealing. Trident’s price is $98.5 CFR per MT for a total price of $148 million (SLR 45 billion) for supplying 1.5 million MT of coal. Taranjot’s price for supplying 300,000 MT of coal is $142 CFR per MT for a total price of $42.6 million (SLR 13 billion). For comparison, Taranjot’s unit price was $105 CFR per MT, three months earlier, in the main tender that was awarded to Trident. Inexplicable as it is, this fixation to switch between term tenders and spot tenders has been demonstrated by the Lanka Coal Company from the time it started procuring coal for Lakvijaya. The reasons for this are another matter that the Presidential COI will hopefully look into.
To make matters worse, Trident’s actual supply turned out to be worse than its tender. The Special Audit Report provides the results of the quality tests on the coal that was supplied by Trident in its first nine shipments before 17 February 2026. There were three categories of tests performed over nine criteria, including the Gross Calorific Value (GCV) on samples taken from each shipment of coal – first at the Port of Loading, the Richards Bay Coal Terminal in South Africa, second at the Port of Discharge, and third in the Lakvijaya Laboratory – both in Puttalam, Sri Lanka.
The Port of Loading tests showed far better results on each criterion for each of the nine shipments than the Port of Discharge tests and the Laboratory tests. Specific to the GCV heat criterion, the South African tests showed the coal in seven of the nine shipments exceeded the standard value of 6,150 kcal/kg; one of them registered 6,053, just under standard value; and the other at 5,904, just above the rejection threshold. The discharge point tests in Sri Lanka showed none of the shipments meeting or exceeding the standard value (6,150), with only two exceeding 6,000 kcal/kg. The Laboratory test results were the worst, with every one of the nine shipments registering below the rejection threshold of 5,900 kcal/kg, with five of them between 5,000 and 5,500 kcal/kg, and the other four between 4,500 and 5,000 kcal/kg.
The discrepancies in the results should not be surprising given the rather shoddy arrangements for testing at the South African end. Although testing at the source is the supplier’s responsibility subject to LCC’s approval, it is reasonable to expect that after about 15 years in this business the LCC would have set up a pool of accredited testing agencies that it could draw from for each tender. The test agent, or a pool of them, should be identified in the tender to avoid shopping around after the award.
The Special Audit Report includes extensive calculations of the energy (kilowatt-hour) and cost implications of using low calorific coal. The calculations are based on a comparison with the supply of coal between 2020 and 2025. There were 194 shipments during that period, and all of them exceeded 6,000 kcal/kg GCV, with 139 out of 194 (72%) exceeding the standard value requirement of 6,150 kcal/kg. The country-sources of these shipments are not known, and there is no information about the tests conducted on samples from these shipments, including the consistency or discrepancy between test results from the three testing locations. Curiously, this period includes the 2023/2024/2025 years which came after the June 2023 changes in quality standards, but shipments in this period do not seem to have been adversely impacted by the June 2023 changes. This overlap is not identified or noted in the Audit Report.
The Report indicates that the average consumption of coal in the 2020-2025 period was 375 grams per kwh, in comparison to the higher average consumption rate of 444 gm/kwh estimated for the coal supplied by Trident, based on coal consumption and power generation information from Lakvijaya operators. The use of lower calorific coal triggers excessive coal consumption, inefficient power generation, and the need for alternative energy sources to compensate for the shortfall in coal power generation. The Audit Report estimates the cost of excessive coal consumption associated with Trident’s nine shipments to be SLR 2.24 million. At the same time, the supply agreement includes penalty for non-compliance which is estimated to be SLR 2.32 million. These estimates are useful indicators of the order of magnitude of losses when tenders go wrong. But they will be vigorously challenged if penalties are imposed or contract is terminated.
The current low calorific coal fiasco is not the first instance of tender sloppiness involving the Lanka Coal Company. There have been allegations of fraud when coal was purchased from Australia. In 2014, there was another controversy when after selecting a Singapore shipping company for supplying coal from Indonesia, the tender was altered to include a port of origin in Russia. In 2016, the Supreme Court declared a coal supply tender null and void and ordered it to be superseded by a new tender call. In 2017, then Minister of Power and Renewable Energy, Ranjith Siyambalapitiya, dissolved the entire LCC Board of Directors, over procurement malpractices between 2009 and 2016. While the NPP did inherit a mess, it also had enough time to review and rectify the tender process, to eliminate malpractices and live up to its own promises.
Features
The Delcy Doctrine
Real politics is always played in grey areas; decisions are not made in parliamentary chambers or presidential palaces but in hotel corridors, private aircraft, and the quiet geometry of negotiated survival. What is presented as constitutional order is often only the visible skin of a deeper machinery where power is not declared but assembled. Most commentary on Venezuela portrays the removal of Nicolás Maduro as a sudden rupture that dismantled an entrenched centre of authority and rapidly produced a new governing nucleus around Delcy Rodríguez, reframing the state not as continuity but as immediate reconfiguration under a new operational centre of power.
The claim is simple in outline and explosive in implication: Maduro removed, detained abroad, his political inner circle dismantled; Rodríguez elevated from vice-presidential operator to acting head of state, inheriting not a ceremonial vacancy but a fractured state requiring immediate recomposition. Whether one treats this as confirmed fact, speculative journalism, or a constructed political scenario, the effect is the same in analytical terms. It produces a vacuum, and in politics vacuums are never empty. They are filled immediately, often brutally, and almost always by those closest to the mechanisms of control rather than the symbols of legitimacy.
Rodríguez, in this framing, is not behaving like a transitional leader waiting for instructions. She is behaving like an administrator of consolidation. Her public language repeatedly returns to a controlled moral vocabulary: Venezuela, she insists, is “forging a path of national reunification”, “free from the divisions of classism and racism”, and rooted “in the pursuit of peace.” It is a carefully constructed grammar of stabilisation. Nothing in it is accidental. Reunification replaces rupture. Peace replaces conflict. Inclusion replaces accusation. It is the language of systems attempting to re-legitimise themselves after fracture.
Yet language in moments like this does not describe reality so much as attempt to discipline it. Every invocation of unity implies prior fragmentation. Every appeal to peace implies a preceding logic of coercion. What is being built is not only a political order but an interpretive frame in which that order can survive scrutiny.
Reports associated with this narrative describe rapid administrative restructuring: ministerial changes, security realignments, and renewed engagement with global financial institutions, including the International Monetary Fund. The return of financial dialogue after years of rupture is framed as a restoration of economic normality, yet it also functions as something more fundamental: conditional recognition. Access to financial systems is never neutral. It is a form of admission into an international order that confers legitimacy as much as liquidity.
A frequently cited poll attributed to this period places Rodríguez at 73 per cent approval among Venezuelans. Whether statistically rigorous or politically constructed, the number itself performs a different function. It stabilises perception. In transitional environments, polling is rarely about measurement alone; it is about producing the sensation of consensus in moments where consensus is structurally fragile. Numbers become instruments of narrative control rather than reflections of social reality.
What emerges across these accounts is a dual reading of Rodríguez’s role. For supporters, she is the stabiliser of a collapsing system, the figure capable of converting disorder into administrative continuity. For critics, she is the executor of elite reconfiguration, replacing one closed network with another while maintaining the architecture of concentrated power. Both readings contain truth, not because they agree, but because transitional power almost always generates contradictory interpretations of the same actions.
The deeper logic resembles a familiar political pattern: when central authority collapses, the question is not who is most legitimate but who is most capable of controlling institutions that actually matter. Security structures, financial channels, energy infrastructure, and diplomatic access become the real terrain of power. Ideology becomes secondary to control of operational systems. In that sense, Rodríguez is not an anomaly but a product of a very old political problem: how to maintain state coherence when legitimacy is contested and authority has been disrupted.
There is a long historical memory for this kind of moment. Rome did not end its republic through a single act but through incremental consolidation, where Augustus transformed emergency authority into a permanent structure while preserving republican language. Power changed form without changing vocabulary. In post-revolutionary France, figures like Talleyrand survived every ideological shift by treating loyalty as subordinate to institutional survival. The pattern is not moral; it is structural. Systems under stress reward adaptability over conviction.
The uncomfortable implication is that such transitions rarely offer clean moral categories. The language of betrayal and loyalty becomes unstable when applied to environments where institutional survival itself depends on the reconfiguration of alliances. What appears as betrayal from one perspective can appear as necessity from another. Politics in such contexts is not a question of ethical clarity but of functional continuity under pressure.
Even the symbolic inheritance of Chávez-era rhetoric complicates interpretation. His denunciation of Western power as “the devil” once represented ideological confrontation with global systems of influence. In the current configuration of events, however, the same state tradition appears to be engaging selectively with those same systems through financial reintegration and diplomatic recalibration. The contradiction is not unique to Venezuela; it is a recurring feature of states that move from confrontation to survival pragmatism. Ideological purity rarely survives institutional stress.
Rodríguez, within this contested framing, operates at the intersection of these contradictions. She is simultaneously presented as guardian of sovereignty and manager of reintegration into the Western financial structures. She speaks in the language of resistance while engaging in the mechanics of external normalisation. That duality is not incoherence; it is the condition of governance under constraint, where no single ideological position can fully account for the demands of survival.
It is tempting to describe this as either redemption or capture, but both interpretations flatten the reality of transitional authority. What exists instead is a corridor of constrained decision-making, where every action is shaped by pressure from multiple directions: internal fragmentation, external expectation, institutional inertia. Within that corridor, politics becomes less about declaring direction and more about preventing collapse.
This is why the figure of Rodríguez generates such divergent readings. She is not operating in a stable system where legitimacy is settled. She is operating in a system where legitimacy itself is part of the struggle. Every reform is also a negotiation. Every consolidation is also a risk. Every gesture of unity is also an act of exclusion somewhere else in the structure.
The deeper political lesson is that modern state transitions rarely resemble the narratives used to describe them. They are not clean breaks or linear progressions. They are layered adjustments in which old structures are partially dismantled, partially preserved, and partially repurposed. The result is not resolution but managed ambiguity.
In that sense, Rodríguez is not an exception but an expression of a broader political condition: the necessity of governing through instability rather than after it. Whether one interprets that as betrayal or transformation depends less on evidence than on political positioning. The structure itself does not resolve the ambiguity; it produces it. The irony is that political systems often attempt to justify themselves through historical memory while simultaneously repeating its most uncomfortable patterns. When power changes hands, justice changes meaning. As the old saying goes, in politics, loyalty is a currency that devalues quickly.
by Nilantha Ilangamuwa
Features
Deconstructing Sugathapala de Silva (Part 1)
This is the first of a two-part essay, from my remarks at a speech I delivered at the Kolamba Kamatha Festival on Saturday, 28 March 2026.
By Uditha Devapriya
The 8th of May 1956 is considered as a watershed in the history of the British theatre. On that day a play was staged which would change the shape and face of British drama. Two years earlier a stage director, George Devine, had cofounded an organisation for staging plays by young, radical writers. It called itself the English Stage Company, the ESC. On 2 April 1956, the ESC purchased the Royal Court Theatre in London.
For its first season the company’s founders planned a cycle of five plays. The first of these was a fairly tame drama by Angus Wilson, The Mulberry Tree. The second was a production of Arthur Miller’s The Crucible. Both these had been directed several times before. In the case of The Crucible, by 1956 it had already become a classic of contemporary theatre. It was the third play that would break ground, for the ESC, the Royal Court Theatre, and British drama in general. This was John Osborne’s Look Back in Anger.
A searing look into the class system and the institution of marriage in post-war Britain, Look Back in Anger delved into ideas and themes which few British playwrights had probed with such frankness. Almost immediately it created an uproar. Many newspapers railed against it and gave it negative or lukewarm reviews. It was described as “intense, angry, feverish, and undisciplined” in one paper and “unspeakably dirty and squalid” in another. Even critics who seemed sympathetic to the story sounded caution on its themes.
The only exception was Kenneth Tynan. A highly respected critic, as outspoken as the writers and dramatists he championed, Tynan became quite receptive to Osborne’s play. Writing in The Observer, one of the oldest newspapers in the UK, he commented that it symbolised a growing rift between an older, conservative generation and a younger, more outspoken one in the context of postwar Britain. Questioning its critics, he praised Osborne for being true to life and in doing so producing a “minor miracle.”
Tynan ended his review with these words.
“I doubt if I could love anyone who did not wish to see Look Back in Anger. It is the best young play of its decade.”
The review was published five days after the play, on 13 May 1956. Six months later, on 3 November 1956 at the University of Ceylon in Peradeniya, Sri Lanka, the University Sinhalese Drama Circle staged Maname. Written and directed by Ediriweera Sarachchandra, based on a Buddhist jataka tale and anchored in a fusion of various theatrical styles, Maname became as representative of a new theatre in Sri Lanka as Look Back in Anger had been of a new theatre in Britain. After it made its way to other parts of the country, including Colombo, the press began reviewing it with as much curiosity as with Osborne’s play. Unlike the latter, however, the press gave Maname positive notices.
One of the more perceptive reviews was written by the critic and journalist Regi Siriwardena. Published in the Ceylon Daily News a few days after it was staged, Siriwardena noted that Maname represented a breakthrough in theatrical form. He argued that it was quite unlike what the Sinhalese Drama Circle or the flagship dramatic society at the University of Ceylon, DramSoc, had staged in the 1940s and 1950s. At that time the Sinhalese Drama Circle had presented local adaptations of European dramatists, from Moliere to Gogol to Chekhov. Maname did away with these trends and promoted a new theatre among Sinhala-speaking and bilingual audiences. This would be known as stylised drama.
Reflecting on these developments 25 years later, Siriwardena speculated about the social composition of those who watched Sarachchandra’s play.
“… from my impressions of the spectators who came to performances of Maname in its early years at the Borella YMBA [Young Men’s Buddhist Association] and Lumbini, I would hazard the guess that the new audience of 1956 and immediately succeeding years was composed predominantly of urban lower middle-class Sinhala speaking people.”
He argued that this underlay a much bigger achievement.
“What Maname effected then was to give the bilingual artists working in the theatre – Professor Sarachchandra and those who came in his wake: Gunasena Galappatti, Dayananda Gunawardena, and Henry Jayasena – an opening to the Sinhala-speaking lower middle class… Apart from the intrinsic dramatic achievement of Maname… [I]t was in consonance with the climate of Sinhala cultural revivalism in and after 1956.”
Siriwardena added that for most Sinhala-speaking audiences Maname contrasted strongly with the “hybrid” nurti theatre of the 1920s and 1930s. Influenced if not inflected by Parsi and European theatre, by the 1950s nurti was perceived as standing outside the canon of indigenous or national art in Sri Lanka. Though Maname was inflected by multiple cultural and artistic forms, including kabuki, for Sinhala-speaking audiences it seemed to represent a more rooted and authentic experience.
In the context of the performing arts, terms like “rooted”, “authentic”, “native”, “national”, and “indigenous” are, of course, very politically charged. It would be dangerous to deploy these terms and claim that one conception of drama is superior to the rest. Yet what is interesting is how differently cultural sentiments shaped the reception to Look Back in Anger in Britain and Maname in Sri Lanka.
In their respective countries, these plays ushered in a new idiom and broke down artistic barriers. But while Look Back in Anger was celebrated by a young generation for its unconventional themes and attitudes, Maname was praised by another generation for conforming to notions of indigeneity and authenticity.
This difference should tell us something about the social conditions that in Sri Lanka laid the foundations of plays such as Maname, and generated a wave of rebellion, resurgence, and revival which fostered a very outspoken set of playwrights. These younger artists were not just receptive to what was happening in other societies. They were also part and parcel of the most significant generational shift in their own country, in post-independence Sri Lanka: arguably one of the most important in any former colonial society.
In postwar Britain the generation of playwrights who banded around John Osborne and Look Back in Anger called themselves the Angry Young Men. Post-independence Sri Lanka’s Angry Young Men banded together in opposition to stylised theatre, while at the same time seeking encouragement and inspiration from their predecessors. These playwrights had their leaders and figureheads. Among them was Sugathapala de Silva.
Before we talk about Sugathapala de Silva, however, it’s important that we understand the extent to which postwar generational shifts and the changing undercurrents of the Sinhala theatre influenced him. As importantly, we need to understand the way in which this generation of artistes came together, and the ways in which they differed from each other. The rest of the presentation will focus on these two themes.
If the starting point to all this is 1956, my initial observation is that the cultural revival unleashed that year was contradicted by the same social and political forces that contributed to that revival. This contradiction is best seen when contrasting the initial reception to Sarachchandra’s drama with the criticisms it attracted in later years. While no one should doubt the achievements of Maname and Sinhabahu, those who followed Sarachchandra in the Sinhala theatre had very different conceptions of that theatre.
This contradiction becomes more interesting when we realise that in countries like Britain the trajectory of the theatre was more clearcut and predictable.
In Britain, the Second World War had destroyed much of its cultural infrastructure, including theatres and film halls. Yet within 10 years, a new theatre had been born, and a new generation of writers had taken root. The rupture was gradual, but when it came, it opened an entire avenue of possibilities for British theatre, cinema, and literature.
This was seen not so much in the opening of new theatres, schools, and workshops as an influx of new talent to old institutions, such as the Royal Academy of Dramatic Art, or RADA. Such developments were made possible, in part, by scholarships these institutions began offering as well as a spurt in enthusiasm for the theatre among non-elite groups. This is what helped actors like Peter O’Toole and Richard Burton get established. In an interview, O’Toole recalled how he entered RADA, just when it was opening its doors.
“A chum of mine… and I hitch-hiked our way into London to begin our lives and we jumped off the lorry, the truck, at a station called Houston and we were aiming for a men’s hostel. … And we were plodding down and I looked on my left and it said, ‘The Royal Academy of Dramatic Art’ and my chum said, ‘Well, if you’re going to be an actor this is the kind of shop where they deal with such matters, so why don’t you pop in?’… One thing led to another and I found myself, that afternoon even, turning up for the first interview and then I did an audition and [another] audition, and found, to my surprise that I was in.”
Evocative as it is, the passage underscores the point that the rupture which shook the British theatre loose was gradual and yet unfolded in one go. In Sri Lanka, on the other hand, we can discern not one but two ruptures vis-a-vis the Sinhala theatre: political revolt and cultural revival in 1956, followed by a rejection of theatrical and artistic forms which 1956 had valorised and popularised.
Let me deconstruct this further. Whereas in Britain the revival of theatre and the emergence of a radical class of dramatists was simultaneous, in Sri Lanka these developments unfolded sequentially. I suggest that this was not just necessary, but also unavoidable.
Uditha Devapriya is an independent researcher, author, columnist, and analyst whose work spans international relations, history, anthropology, and politics. He holds an LL.B. from the University of London and a Postgraduate Diploma in International Relations from the Bandaranaike Centre for International Studies (BCIS). In 2024 he was a participant in the International Visitor Leadership Program (IVLP) conducted by the US State Department. From 2022 to 2025 he served as Chief International Relations Analyst at Factum, an Asia-Pacific focused foreign policy think-tank. In 2025 he did two lecture stints in India, one as a Resident Fellow at the Kautilya School of Public Policy in Hyderabad and another on art and culture at the India International Centre in New Delhi. Since 2023, he has authored books on Sri Lankan institutions and public figures while pursuing research projects spanning art, culture, history, and geopolitics. He can be reached at udakdev1@gmail.comudakdev1@gmail.com.
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