The Contradictions and Compatibilities of Regional Overlap: The Dynamics of Mexico's Complementary Membership in NAFTA and the Pacific Alliance

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    T C C R O: T Dy Mx’ Cy

    M NAFTA P A

    S C

    N. 72 | J 2016

    WORKING PAPER 

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    2 | KFG Working Paper No. 72 | June 2016

    KFG Working Paper Series

    Edited by the Kolleg-Forschergruppe “T T Pw Eu”

    T KFG W P S K-F y

    . I x w

    x x E E U.

    A KFG W P KFG w www..

    -@-..

    Cy : KFG

    E : Dy K, J W

    C, S 2016: T C C R O: T Dy Mx’

    Cy M NAFTA P A, KFG W P S, N. 72, J 2016,

    K-F (KFG) “T T Pw E“, F Uä B.

    ISSN 1868-6834 (P)

    ISSN 1868-7601 (I)

    T y G R F (DFG).

    F Uä B

    K-F

    “T T Pw E:

    T E U D I”

    I. 26

    14195 B

    Gy

    P: +49 (0)30- 838 57033

    Fx: +49 (0)30- 838 57096

    -@-.

    www..

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      The Contradictions and Compatibilities of Regional Overlap | 3

    Fw: I H S Ck

    W y S C, y , wy Fy 28, 2016.

    H y KFG “T T Pw E” S Fw 2012, 2014, 2015 w w x S w KFG K

    A R Aw Ax H F.

    W E Uy I F -1990. A , w

    w w w y w ,

    E U w z, y N A F T A

    (NAFTA). W KFG 2008, S w w j

    w. D KFG, xy y j --

    - - w E, N A,

    L A w z C w

    NAFTA WTO. T KFG W P

    S’ .

    W w S C y. A KFG wy w xy .

    Tanja A. Börzel and Thomas Risse

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    4 | KFG Working Paper No. 72 | June 2016

    The Contradictions and Compatibilities ofRegional Overlap:

    The Dynamics of Mexico’s Complementary Membershipin NAFTA and the Pacific Alliance 

    S Ck

    w J Cu, I Du, J P, B-Ju Pk, A S, A Tu

    A

    W j w z (RO) j

    y, w

    y z w w . O , w

    w RO w y , y “

    ” w

    y -

    y. T w 2012 y Mx w, y N

    A F T A 1994, P A w - , C,

    C, P. T zz : Wy,

    w w wy N A , Mx j P

    A ? Hw, w -

    , w - w w A NAFTA’

    ? I y , w Mx

    w y US “w” -

    w W’ w w A? W

    Mx’ L A

    U S’ C’ , , y

    ? O zz w

    w Mx’ y , , w RO.

    T Au S Ck (1937-2016) w P P Ey

    Uy T. H w C’

    , N A

    z z -

    w. A w C Ry Sy

    O C, y w

    .

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      The Contradictions and Compatibilities of Regional Overlap | 5

    C

    1. I: F D Mx’ R O 6

    2. T T C P y M PA 7

      2.1 Chile 9  2.2 Peru 9  2.3 Colombia 10  2.4 Mexico 11

    3. Mx R-M F D I 14

    4. I R-M: Mx’ N Sy F 18

    5. T G S Mx P SB US V S-S A 21

      5.1 The PA as an Instrument for Mexico’s Strategic Realignment

    in Lan America 21  5.2 Mexico’s Regional Overlap as an Instrument for a US

    Realignment in the Pacic 22

    6. C: L S C 23

    R 25

    Ax 29

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    6 | KFG Working Paper No. 72 | June 2016

    1. Iu: Fu D M’ R O1

    A y y w w, w z.

    W ’ y j - , “ ” q j y w

    j z (RO) j j

    , w y y .

    T RO – y, x –

    x ’ . Ty w RO

    w y y -

    y y . Ty

    , y w w RO y, y , -

    w y w w RO’

    . I , y j w w w y

    ; y ’ ’ w

    .

    W , W P zz y Mx w,

    w N A y N A F-

    T A (NAFTA, 1994), y w A

    P A (PA, Alianza del Pacíco, 2012) w :

    • , y , y ,

    ;

    • , , q y y w

    L A w U S w -

    - P R x C’ y

    w P.

    Trade. O q wy, y w - NAFTA w U S , , w C,

    Mx w w w A y q

    .

    1 T Fy A S, Uy T, w

    w J C, I D, J P, B-J P, A S, Ay T Mx

    Cy Fy 2014, w w w x x Ax 1. I

    C . (2014). F C S S H R C

    w C Ax 2, w Ax H

    S y w B Ax 3. T x y - w y G I A G S H

    q w, y T R.

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      The Contradictions and Compatibilities of Regional Overlap | 7

    F inten. Sy, w w w wy wy Mx, -

    , - w A -

    - .

    Sty. Ty, y qy: w y w L

    A y W’ x y w y

    “w” ? W Mx , w , L A’

    - qy U S’ S H

    w , w , y x US - y y?

    Gc. Ly, , y w

    Mx’ ’ – y – w y. F ,

    w U S’ w y , w Mx

    wy x US W H? I

    , w w y W’

    F T A A ’ P C w

    -w P’ R C?

    T , z , y , w

    - y . I w w, w w

    x (Mx’ NAFTA x

    - w A , P 3),

    (y , P 4) ( w

    Mx’ PA S- US w

    w, P 5). P 2 w w

    A A Mx x

    - .

    2. T T C P M PA

    I 2013, w , C, C, P, Mx P A y

    w. W 215 , y - L

    A’ . W - y, PA w

    w’ , $1.1 x 50 L

    A’ . A , w $10,250, w ’

    w y 45 L A’ (FDI).

    I w, w A’ y

    y w . Ty w

    - -

    z w z: y ,

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    8 | KFG Working Paper No. 72 | June 2016

    , z (N/W 2013: 8).

    M - w -

    y (G) (V) (G 2014: 28),

    y 200 x y .

    The Alianza del Pacíco w z

    – - . O

    , A 45 PA’ -

    , 40 GDP, 31 . T y , y

    w--x , y

    w , . S

    7,000 wy , Mx . A 55 PA’

    , 60 GDP, 67 , y w US

    C w -w -w y -

    w w PA . B Mx’ x , w w y

    A ’ , , x: -

    y , PA’ x

    x - - - w .

    T - y A ’ y

    x – y , w y

    z y w y – x

    w w w . H w

    x – A , Mx – PA’

    wy w

    y .

    The A T’ Di C: Trade In. A , ,

    ’ y , A y

    x w PA , y q

    j ’ - . F y

    , y z PA’ A - w -.

    Table 1: T P A A E F ( US$)

    Y 2011

    Mx % PA

    T

    C C P P

    A

    P () 119 56 47 17 30 213

    GDP () 1,158 60 336 251 177 1922

    Ex () 357 65 61 83 47 548

    I () 280 75 22 43 28 373

    Source: D W B 2012; OEC 2014.

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    2.1 Chile

    H w w , FTA-y y 1984 j

    y, C w PA j – -y – . S’ -

    z wy-w xy ww,

    y C-U S 2004 (G 2014: 28). A

    y 30th  w y z, L A -

    (W E F 2009: 1) (Ix M

    2013), w x w - GDP

    (Ix M 2013).

    E B T Cy. C , w z

    y’ w 150 y (Py E N ..: 1). A S

    y , x y -

    (CIGI 2013), w 52 C’ x (OEC 2016) 20

    GDP (T E 2013). C’ - PA

    Mx’ (OEC 2016).

    T w y w C PA’

    S y - x Mx

    - –

    Mx.

    I. C’ y w A -

    . A y P

    A L A C,

    . T, C’ w

    PA’ A y w y x y wy

    y, w y qy -

    . E S x

    w Mx: q y 4,000 y w V

    Pí, C’ Lz C, Mx’ W C .

    2.2 Peru

    O S’ W H, P “ w”

    xy qy. A z - -

    P O , w

    x y’ . P’

    w’ w y

    w .

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    E B T Cy. F w (L R 2013), P’

    (W G C 2013) 21 P x, y

    P x (OEC 2016). L’ x Mx

    y ’ w y w, y 2.2 . B , w w A

    w Mx w y , P’ - x y (OEC 2016).

    I. A w PA , qy P

    y’ y . I

    y y GDP, y

    , , y : 144 ,

    P – w

    q z j.

    By y , P -y y w -

    y . E y, y w w C

    y. A y 1960, j , -

    x M RO y w

    ,  Alianza del Pacíco’ ,  Arco del Pacíco.

    2.3 Colombia

    C y : y -

    z; x Vz, y

    U S. T, C P A -

    P R x T-P P

    w w z 2015.

    E B T Cy. H x-

    y w w y’ ,

    C x w 2007 j y w z (Ix M 2013). I

    (US D S 2008), qy , ,

    w w PA (OEC 2016).

    I 2000, w w FARC y’ y y

    Bá’ w L A y y W;

    w -A Vz (M 2012: 1),

    PA , y Mx’ (M 2012: 6).

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    I. Mw, y’ w x w

    L A (N-P . 2013: 9). T y x y -

    y y (N-P . 2013: 9)

    w (N-P . 2013: 43), w yy, w (N-P . 2013: 42), w w

    - (N-P . 2013: 42). I w

    C’ - w w A Mx

    y w y y

    . M y, C’ j PA

    P R’ A , y C’, y w

    “” y wy . S C’ x

    Mx , A’

    -

    x wy w - .

    2.4 Mexico

    W A ’ x w y

    w , Mx’ y w w

    w x , w w w x w w

    x.

    A M E w T R-T PA. F Mx Cy,

    P A w y . F w

    w L A C. T

    w Mx’ w y 1990

    N A - - . H

    w x x w A -

    Mx’ y wy y y N A.

    M R O: Mx’ Ex I N A. Mx’

    - w z w x x w

    N A, A, -y

    L A y. D NAFTA’ – -

    y ’ y – U S’ -9/11 R

    (w - y w -

    w ), Mx’ x

    . A , y’ , w

    w y j A , C, w

    w

    w Mx w .

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    W Mx y NAFTA q , y’ -

    NAFTA q y. U , -

    , Mx GDP w y ( -

    6.7 y 1970). D Mx x w y 1994, the

    expected  z. I 1990, GDP’ w 2.7 (Zy/

    G 2004: 2), w 1.96

    y 2000 2009 (W B 2014). O w - 1994

    2013, Mx’ GDP w 0.89 , w

    y L A y (K 2014).

    A w w , Mx x j w

    . E x -NAFTA y 9/11 (1994-2000), w 12

    6.5 w w j . F 1994 2014, y

    Mx , j y y. I, w w

    A Mx w 1993 2013 NAFTA’ ’ . R

    , , w Mx’ w y 13

    w 1994 2002.

    Mx’ 1993 2003,

    $4 y 2013 w y. Py

    q, y z US Mx ,

    Mx campesinos . T

    y j x Mx’ w , y

    w, U S .

    O , Mx’ y NAFTA. N, w

    z ( N A),

    w (-x ), Mx -

    U S’ - - 2008 w Mx’

    GDP 6.5 , - x

    N A y.

    Tw Mx L A, I

    y P A. A w “-” , Mx

    x w . T - L A M y

    GNP , y A y w w

    . A , PA x to Asian 

    y C y sum of   .

    I , , -C W y N A

    Mx y- y L

    A. I x, y w y j A

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    w w y’ -

    - P O

    y ( Mx’ ), C.

    Mx R-T T. A w

    y w y z,

    y w

    . I , w y w -

    z, w . S

    w Mx’ y w PA

    . T y w, Mx y w

    - y x w

    y .

    T w Mx PA’ A

    y x w x y . A

    T 2 w, Mx’ x C, C, P 2.5

    . S w y y w w j

    .

    Table 2: Mx’ Ex O PA M S S T Ex, 2012

    F Mx F C F C F P

    T Mx - 1.4% 1.7% 0.9%

    T C 1.5% - 1.2% 2.0%

    T C 0.6% 3.6% - 4.4%

    T P 0.4% 2.6% 2.3% -

    T 2.5% 7.6% 5.2% 7.3%

    Source: T 2014: 13.

    I Mx w jy , - w . Mx -

    w w y x

    q (G/Mz 2008: 128, 142). V Mx’

    GDP, 14 , 23 x, 80

    w yy w U S (G Sy G 2011: 4). Hw, US

    w 2000 Mx’ x

    y x (G Sy G 2011: 10). T

    y w 14 Mx x,

    w w w w (OEC 2016). B U S y--

    , Mx y y ,

    x C I- (A G 2013).

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    14 | KFG Working Paper No. 72 | June 2016

    T y q w Mx y x-

    x PA . C -

    C’ P’ w (OEC 2016, 2016),

    y w Mx’ x PA w .

    I. A , w qy Mx’ ,

    w PA. I

    y’ y , q

    j Mx’ . T x qy , wy,

    , , w . Mx’

    , , , , y

    y 1995 2003 (I 1991: 25). D x-

    , wy qy y ’ --

    , w y (D 2008: 94) w W

    E F’ I C R (Ty 2008).

    S y w x , Mx

    y w NAFTA

    P A w y , GDP, (T 1),

    . N, A ’ y w

    y w y

    y jz PA’ Mx w

    NAFTA .

    Mx’ - - -

    w x w PA .

    T y w A

    w Mx y yz US-y . I PA’

    , w w

    y . T w Y.

    3. M Ru-Mk F D I

    M - - x

    A w ’ (FDI). W

    Mx’ U S C, -

    y j w

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    A’ , , .2  I -’

    (TNC) PA, Mx’ NAFTA x w

    y . F ,

    y y y FDI x . I, ’ wy

    y y FDI w

    x w . T - “-” w

    y , y y

    w y nor  y,

    -y .

    Py , w PA -

    . I 2013, PA

    33 w w

    w . B y y

    -- Mercado Integrado Lanoamericano (MILA, T L A

    I M). T L A’ x-

    w w

    w ’ -

    (G 2014: 29; N/W 2013: 11).

    F D I N D NAFTA Mx. W -

    z A ’ j, y

    TNC’ w

    - . I , w y

    Mx , x w -

    NAFTA’ C 11.

    T PA w z

    w y -

    w y PA . O Fy 10, 2014 PA -

    ’ , w y Sy P Fw A (Protócolo Adicional del Acuerdo Marco). I , P

    A I A (PAIA, C 10 P), w y

    TNC Mx

    y NAFTA w w

    w y . F FDI NAFTA’ C 11

    A . I w Mx

    y x w TNC .

    2 T w w Jy, 2016 y S Mx “

    y” z P A w ’ “-, y , w y -

    ” (B 2016).

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    R q y A, Mx

    NAFTA’ w w

    A, PAIA’ .

    Naonal Treatment (NT) and Most-Favored Naon (MFN). T NT qz -

    y w

    (M 2009: 46). F , MFN

    . T y (

    “-,” y y ) w ( “--

    ,” y ).3

    Fair and Equitabl e Treatment (FET) and Full Protecon and Security (FPS). FET y

    “ , y y, w

    w ” (M 2009: 49). F w j

    (M 2009: 49). O w FET ,

    FPS y

    , , y , (S 2012: 67). T PAIA NAFTA’

    FET FPS FPS Py -

    q y y w (T PA 2014: A. 10.6.2, 10.6.2).

    Direct or indirect expropriaon. I w, -

    x z ’ y (H 2000: 41).

    I , PAIA y NAFTA y z x (

    y ’ y -

    ’ ) H w “, q,

    ” (T PA 2014: A. 10.12.1; NAFTA 1994: A. 1110.1; S 2012: 17).

    Financial transfers. F y j w NAFTA’ PAIA’ w-

    y , ’ “, , ,

    ” “ q” y y (T

    PA 2014: A. 10.11.1, NAFTA 1994: A. 1109.1).

    Performance requirements. H w -

    y, -

    y, “x ” (T PA 2014: A.

    10.8.1; NAFTA 1994: A. 1106.1; E/V 2006: 40). T PAIA NAFTA’

    y q.

    Investor-state dispute selement.  T -

    , w y -

    3 F , -

    H (2010: 1203).

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    ’ y y . I

    y, -

    yy W B’

    I C S I D (ICSID) – - Mx’ y (S 2010: 911).

    I-S D P. I y L A C ’ -

    y - , “-” Mx PA

    – –

    - (C 2013: 1). T

    Mx w y I P

    P I D j, w w -

    y’ , , -

    (C 2013: 26). T S Ey y w

    (C 2013: 29).

    PMéx , -

    (C 2013: 29). D C y - -

    - , y , w y Mx , PA’

    - (C 2013: 14-17). P ,

    w C’ , x w FDI.

    T A

    x . F,

    PA w -

    w y j w L A’ FDI

    : Mx, C, C.4

    I- y y A FDI

    , y j j.5 I 2014, ’

    - y w j FDI, w -

    x . T 2014 w y

    C, Tw, UAE (T PA 2014). T w FDI w , y q y

    q.

    I , N A , Mx’

    y x w y -

    NAFTA’ w A

    4 A, 2011 = $9.8; 2012 = $12.6; Bz, 2011 = $66.7; 2012 = $65.3; C, 2011 = $22.9; 2012 = 30.3;

    C, 2011 = $13.4; 2012 = $15.8; Mx 2011 = $21.5; 2012 = $12.7 ( US$ ). D US D S 2013; UNCTAD 2014.

    5 C w, Mx Cy, 21 Fy 2014.

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    18 | KFG Working Paper No. 72 | June 2016

    A. T , w y -

    w w

    , w y N S z

    y 1990. Hw, w y - S S, w Mx – W H y -

    w – -

    w PA . T w zz Mx’ x

    w y TNC .

    4. I Ru-Mk: M N Su Fuu

    A NAFTA’ w y, P A ’

    w ’ - z j. B, O L

    w N A, w W’ --w y

    y y. I, PA’ - w

    y N A’ US- -, -,

    -, y y . A - - -

    y w y L A, y -

    PA y -

    y. W A xy y , y

    , y “” w W

    q Mx Cy w A-Q Nw Y Cy W

    S 11, 2001 (9/11).

    W Mx w L A ,

    y w ’ y . F

    US , w y y

    y . S w Mx’

    z w w’ . G

    U S’ - “W D” L A, Mx’ w PA q w

    A w x w y w

    U S w w y y y

    , , . Mx’

    w PA, y L A

    N A, z w

    .

    T y x w Mx w NAFTA’

    -9/11 - PA’ z j. I w

    w Mx y w y N A

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    PA’ , z w

    . T y Mx’ w w

    w ’ . T y -

    wy: (1) y w y z; (2) y ’

    ; (3) y w ,

    w ’ .

    Mx’ y N A z US- -

    y 9/11. T 22-P US-Mx B P A P

    2002 “” w w y y j -

    y w - w. T y

    NAFTA’ z, - j y US w y

    y y - . A ,

    w US- Mx 15 w 1990 2000 3.7 -

    w 2001 2011.

    Mx’ US q US-Mx

    w Mé I (2007), y w W

    x y q y Mx (R

    S/F 2013: 6). A y Mx

    I’ , - ’ w w. US

    y y Mé I’ C A R

    Sy I, w Pña N y y F

    Có’ z w w -

    , w, j y (H 2013). W -

    y y .

    B y , A’ z w , , -

    w Mx’ U S’ y . T

    Mx (C 2014), PA’ -

    z - w C A w (S/Z 2012). C U S 30 40 2006

    (O’N MCy 2013; UNODC 2013: 39-41). T y -

    y w - ,

    w w L A – y C, A, Bz – w

    y (Sw 2013; UNODC 2013: 41). I , PA’

    z y U S’ y . Ty

    w PA ’ y x

    y z (E S T 2014), w

    w U S Mx. T

    y ,

    w (I . 2013; M 2013).

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    O P C Mx (L A

    H T 2009), w y j

    Mx Cy A Mz Lz C (C

    2012; S 2013). Mx’ wy q . L y’ GDP

    1.3 U S, 3.6 Mx, C, P

    C, 22 C R, y A’ x (G Mj/

    V R 2013: 6). T ’

    (M 2014).

    T- W H. D -

    w C w w ,

    y w w A (UNODC 2013: 49),

    Mx (D P 2013: 88). D w

    C Mx , C Mx

    (D P 2013: 88; R 2013).

    Mw G L Z w w C A, P,

    C, w y w y -

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    z w C Fy 2014,

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    j .

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    6 C w w Mx , 2014.

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    I, w BRICS (Bz, R, I, C, S A) y , PA’ -

    - - y Mx’ .

    5.2 Mexico’s Regional Overlap as an Instrument for a US Realignment in the Pacic

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    w PA NAFTA w US x-

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    E x, Mx’

    w .

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    .

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    R

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    The Observatory of Economic Complexity (OEC) 2016: L M A: T C, : ://.../y//; 12 My 2016.

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     Appendix 1: O Ex Iw Mx Cy, 17-21 Fy 2014

    N D Iu P/D

    H Pz 17 Fy 2014 P w ISDS

    V R 

    Mqz

    17 Fy 2014 Sí R-

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    (SRE)

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    17 Fy 2014 SRE A Dy U-

    Sy L A

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    Aj Áz 18 Fy 2014 U N

    Aó Méx

    (UNAM)

    P E

    D

    Rú Bíz 18 Fy 2014 UNAM P C I S

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    Eq D P 19 Fy 2014 UNAM D, C E

    Méx-C

    Y A 19 Fy 2014 I Tó

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    (ITAM)

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     Appendix 2:  O Ex Iw S C, 30 Jy-6 A 2014

    N D Iu P/D

    M Wy 30 Jy 2014 Fó C

    Director

    A J 30 Jy 2014 M R

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    Ew V 31 Jy 2014 M R

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    P

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     Appendix 3:  O Ex Iw B, S 2014

    N D Iu P/D

    P E 12 J 2014 Ey Mx  

    Gy

    A

    J My M 12 J 2014 Ey C

    Gy

    A

    Jé A M 

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    S P 18 J 2014 Ey Bz  

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    19 J 2014 Ey C R

    Gy

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    G A S

    (GIGA)

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    27 J 2014 Ey S  Gy

    A

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    S, GIGA

    Director

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    T K-Fu - Eu A E

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