Search

Begin New Search Topic Energy Policy

1. The Pathway to an Effective ETS and Power Market Interaction: The Case of the Korean ETS

Author:
Alistair Ritchie
Publication Date:
03-2023
Content Type:
Working Paper
Institution:
Asia Society
Abstract:
The power sector is one of the most important areas to cover in any emissions trading system (ETS), due to the scale and abatement potential of greenhouse gas (GHG) emissions in that sector. However, some critical challenges need to be overcome before an ETS can fulfil its emissions-reduction potential by driving fuel switching away from coal and toward renewables and low-carbon fuels. This is one of the most important topics for ETS development in Asia given the tight controls on power markets. The case of the Korean ETS (K-ETS) provides valuable insights for the pathway to an effective interaction between an ETS and the power market to support power sector decarbonization, based on recent developments and potential next steps. The Pathway to an Effective ETS and Power Market Interaction: The Case of the Korean ETS describes the details of recent developments in Korea's power market and the emission trading system to address insufficient emission reductions in the power sector, key future developments required, and learning points for ETSs in other Asian jurisdictions.
Topic:
Energy Policy, Markets, Carbon Emissions, and Decarbonization
Political Geography:
Asia and South Korea

2. China, climate change and the energy transition

Author:
Professor Xu Yi-Chong
Publication Date:
03-2023
Content Type:
Working Paper
Institution:
Australian Strategic Policy Institute (ASPI)
Abstract:
This report surveys China’s enormous energy transition to renewables. It begins by sketching the energy challenges China faces and its climate-change-related energy policies, in the context of the global geopolitics of the energy transformation. Next the report focuses on conventional energy sources (oil and natural gas), followed by electricity, and energy technologies. Although the report is intended primarily to survey developments to date, it concludes with some brief observations about the considerable energy challenges China faces in the years ahead.
Topic:
Security, Climate Change, Development, Energy Policy, and Energy Transition
Political Geography:
China and Asia

3. The East Mediterranean Gas Forum: Convergence of Regional and Energy Security Concerns

Author:
Stefy Joseph and Aneeta Thomas Peedikayil
Publication Date:
03-2023
Content Type:
Journal Article
Journal:
AUSTRAL: Brazilian Journal of Strategy International Relations
Institution:
Postgraduate Program in International Strategic Studies, Universidade Federal do Rio Grande do Sul
Abstract:
As energy insecurity remains an imminent characteristic of energy security, it can simultaneously influence the securitization of non-energy referent objects in other sectors (Adamides and Odysseas 2015). This leads one to examine the geopolitical underpinnings behind the formation of the EMGF which by and large has affected the region as a whole. Egypt, the region’s star player has always played a fundamental role in harbouring relations based on energy and regional security and hence its relations with Greece, Cyprus, Israel, France, Italy and the EU needs examination in the wake of the establishment of the EMGF. The EMGF has been kept as the central pillar in understanding the international political economy behind the energy and regional security convergences by the above-mentioned member states. The objective behind undertaking this study has been to point out the inadequacies in establishing the EMGF which has inevitably shaped the geopolitics of the region.
Topic:
Security, Energy Policy, Natural Resources, and Gas
Political Geography:
Global Focus

4. Putin the Green? The Unintended Consequences of Russia’s Energy War on Europe

Author:
Mitchell Orenstein
Publication Date:
02-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute
Abstract:
Both before and during its re-invasion of Ukraine in 2022, Russia cut energy supplies to Europe in an effort to force the continent to abandon Ukraine. Instead, Vladimir Putin accelerated Europe’s transition to green energy, decimating a key market for Russian exporters. Over the long term, Europe is well-positioned to win the energy war with Russia.
Topic:
Energy Policy, Markets, Renewable Energy, Energy Crisis, Russia-Ukraine War, and Invasion
Political Geography:
Russia, Europe, Eurasia, and Ukraine

5. An Heir and a Spare? How Yemen’s “Southern Hezbollah” Could Change Iran’s Deterrent Calculus

Author:
Michael Knights
Publication Date:
12-2023
Content Type:
Policy Brief
Institution:
The Washington Institute for Near East Policy
Abstract:
Since October 27, the Houthis have launched three medium-range ballistic missiles at Israel, a first since Saddam Hussein fired Scud missiles into the country in 1991. The Yemen-based jihadists have also launched at least eight salvos of cruise missiles and long-range explosive drones focused on the southern port of Eilat. Moreover, they have attacked U.S. assets directly during the Hamas-Israel war, shooting down one MQ-9 Reaper drone and routing numerous missiles near Navy vessels. If Iran continues to develop the group’s capabilities, the Houthis may provide the broader “axis of resistance” with a potent new chess piece. In this timely Policy Note, Michael Knights assesses the rising Houthi threat and explains how the United States and its allies can respond more assertively and effectively. A revamped policy would recognize the intimate alliance between the Houthis and Iran—which has never been a “marriage of convenience,” as some analysts have imagined—and seek to counter the group’s aggression with the goal of securing U.S. interests and providing a better future for the Yemeni people.
Topic:
Security, Foreign Policy, Energy Policy, Deterrence, and Houthis
Political Geography:
Iran, Middle East, Israel, Yemen, Palestine, United States of America, and Gulf Nations

6. New Bahrain Poll Reveals Support for Russia, Entente with Iran, Split on Israel

Author:
David Pollock
Publication Date:
05-2023
Content Type:
Commentary and Analysis
Institution:
The Washington Institute for Near East Policy
Abstract:
On Iran, Bahrainis (especially among the country’s Shia majority) mostly favor rapprochement, and oppose military action or cooperation with Israel against it. Popular acceptance of business ties with Israel is steady, at around 40% in this small yet strategic island nation that joined the Abraham Accords in late 2020. But other measures show strong anti-Israel sentiment, probably in part because the survey was taken during Ramadan, a time of heightened tension with the Palestinians.
Topic:
Energy Policy, Public Opinion, Polls, and Russia-Ukraine War
Political Geography:
Russia, Iran, Israel, Bahrain, and Gulf Nations

7. Climate Financing

Author:
Mohammed Mahmoud
Publication Date:
09-2023
Content Type:
Video
Institution:
Middle East Institute (MEI)
Abstract:
Director of MEI’s Climate and Water Program Mohammed Mahmoud speaks to energy and sustainable infrastructure expert Lucia Fuselli on the role of climate financing - a critical component of initiatives aimed at reducing greenhouse gas emissions and bolstering climate resilience.
Topic:
Climate Change, Energy Policy, Water, Infrastructure, Climate Finance, Sustainability, and Carbon Emissions
Political Geography:
Middle East and Global Focus

8. The EU’s Proposed Carbon Border Adjustment Mechanism and Its Implications for Asia

Author:
Hubert Fallmann, Alistair Ritchie, and Yi Chen
Publication Date:
11-2022
Content Type:
Working Paper
Institution:
Asia Society
Abstract:
To achieve a climate-neutral European Union (EU) by 2050 in line with the Paris Agreement, the EU needs to more ambitiously reduce greenhouse gas (GHG) emissions in the coming decade and update its climate and energy policy framework. The recently adopted European Climate Law sets a new EU target for 2030 of reducing GHG emissions by at least 55 percent compared to 1990 levels. To deliver this, the European Commission has proposed a “Fit for 55” package containing, among other initiatives, legislative proposals for a revision of the EU Emissions Trading System (EU ETS) with a more stringent emissions cap and a Carbon Border Adjustment Mechanism (CBAM). The CBAM will put a carbon price on imports of a targeted selection of goods with the aim of 1). ensuring that ambitious climate action in the EU does not lead to carbon leakage, and 2). encouraging partner countries to implement similar carbon-pricing policies. This policy, even at its proposal stage, has created a significant impact worldwide in supporting the uptake of carbon-pricing policies and in encouraging consideration of similar carbon border adjustment policies. The EU’s Proposed Carbon Border Adjustment Mechanism (CBAM) and Its Implications for Asia investigates the details of the EU’s proposed CBAM and its specific implications for companies and governments in Asia.
Topic:
Climate Change, Energy Policy, European Union, and Carbon Emissions
Political Geography:
Europe and Asia

9. Combining Technology-Push and Demand-Pull Policies to Create More and Better Energy Jobs

Author:
Alejandro Nuñez-Jimenez, Christof Knoeri, Joern Hoppmann, and Volker H. Hoffmann
Publication Date:
09-2022
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
Policymakers guiding their economies to a low-carbon, prosperous future must strike the right balance between technology-push and demand-pull. The rapid build-out of solar photovoltaics (PV) in recent years has revealed the benefits of generous demand-pull policies, but also their limits. Here, we show why combining robust demand-pull and technology-push policies results in more effective policy mixes that go beyond innovation and deployment to help competitive domestic industries create more and better jobs.
Topic:
Energy Policy, Science and Technology, Carbon Emissions, and Energy
Political Geography:
Global Focus

10. The future of nuclear energy in the Baltic Sea Region

Author:
Izabela Surwillo
Publication Date:
10-2022
Content Type:
Policy Brief
Institution:
Danish Institute for International Studies (DIIS)
Abstract:
The Russian invasion of Ukraine has put the issue of energy supply at the top of the EU’s security agenda, leading to a drastic policy shift in energy relations with Moscow. Similarly to other European states, countries in the Baltic Sea Region (BSR) are struggling to phase out Russian fossil fuels and accelerate the transition to a low-carbon economy amid skyrocketing energy prices. Although there are no quick fixes, the challenge of the dual energy and climate crisis in a tense geopolitical context has triggered different policy responses across the region, with national policies increasingly pointing to the nuclear energy sector.
Topic:
Climate Change, Energy Policy, European Union, Crisis Management, Nuclear Energy, Russia-Ukraine War, and Net Zero
Political Geography:
Europe and Baltic Sea

11. Small Modular Reactors: The Next Phase for Nuclear Power in the Indo-Pacific?

Author:
Carl Baker, Jor-Shan Choi, Ferenc Dalnoki-Veress, Sanjana Gogna, and Victor Nian
Publication Date:
08-2022
Content Type:
Special Report
Institution:
Pacific Forum
Abstract:
In an effort to understand the rising interest worldwide in so-called “small modular reactors” (SMRs) and their companion “floating nuclear power plants” (FNPPs), the Pacific Forum commissioned three papers on this topic. Written by Victor Nian, the first paper unpacks SMR/FNPP technologies and discusses their applicability in the Indo-Pacific. The second paper, authored by Jor-Shan Choi, examines the safety, security, and safeguards (i.e., the “3S”) considerations associated with SMRs/FNPPs. Finally, penned by Miles Pomper, Ferenc Dalnoki Veress, Dan Zhukov, and Sanjana Gogna, the third paper addresses the potential geopolitical implications of SMR/FNPP deployments in the Indo-Pacific. By looking at these three areas – the technology, the 3S considerations, and geopolitics – the papers seek to provide a comprehensive, albeit preliminary, analysis of the SMR/FNPP question in the Indo-Pacific.
Topic:
Security, Energy Policy, Science and Technology, Nuclear Power, Geopolitics, and Small Modular Reactors (SMRs)
Political Geography:
Indo-Pacific

12. Roadmap to Zero-Carbon Electrification of Africa by 2050: The Green Energy Transition and the Role of the Natural Resource Sector (Minerals, Fossil Fuels, and Land)

Author:
Jeffrey D. Sachs, Perrine Toledano, and Martin Dietrich Brauch
Publication Date:
01-2022
Content Type:
Special Report
Institution:
Columbia Center on Sustainable Investment
Abstract:
All Africans—whether living in urban or rural areas—need access to affordable, clean, efficient, reliable, climate- proof, and renewable energy for both residential and productive uses to achieve sustainable development objectives. This report sets out a comprehensive and actionable roadmap for Africa’s zero-carbon energy transformation by 2050, with most advances achieved by 2030. Natural resource management in minerals, fossil fuels, and land sits at the core of the strategy. The world is moving to decarbonization by 2050. This is the dominant geopolitical message of 2021, appearing, for example, in U.S. President Joe Biden’s online summit with world leaders in April 2021 and in the new IEA Report on Net Zero by 2050: A Roadmap for the Global Energy Sector. Africa will be part of this global trend. Prospective oil and gas projects in Africa will no longer be pursued as overseas markets and financing will shrink. At the same time, Africa’s vast renewable energy potential, in the solar and hydropower sectors especially, will engage increasingly bankable and highly attractive investments. In net terms, Africa has a huge amount to gain from a decisive build-up of renewable energy and the capacity to produce the minerals, hardware, and software of the new zero-carbon energy economy. Starting from a simple and transparent model of the annual investment volumes needed to provide continent-wide access to electricity based on renewable sources (Section 2), the report addresses various imperatives and challenges regarding Africa’s energy planning (Section 3) and financing (Section 4) and outlines recommendations for immediate implementation of the strategy from 2022 (Section 5).
Topic:
Climate Change, Development, Energy Policy, Environment, Sustainable Development Goals, Sustainability, Decarbonization, and Energy Crisis
Political Geography:
Africa

13. PLUS Politics: Tackling the EIA Impact Gap

Author:
Columbia Centre on Sustainable Investment
Publication Date:
02-2022
Content Type:
Policy Brief
Institution:
Columbia Center on Sustainable Investment
Abstract:
Oil, gas, and mining projects can be profoundly disruptive to lives and livelihoods and damaging to air, water, soil, and vegetation. Evidence of this abounds across the world, from the Niger Delta and the Gulf of Mexico to Brumadinho, Brazil, and Porgera, Papua New Guinea. Understanding and addressing the social and environmental repercussions of EI development projects is crucial for avoiding or effectively managing such negative outcomes and fostering sustainable development. To date, environmental impact assessment (EIA) processes have been the cornerstone of efforts to identify and address social and environmental impacts of proposed development projects, including extractive industry projects and associated infrastructure. In practice, however, crucial aspects of these processes — the production of EIAs, consultations around the findings and implications of reports, and the actual use of the content of reports to inform key project decisions — are at times considerably distorted by power and incentive dynamics rooted in the political economy of a given context. The result is too often watered-down “box-ticking” exercises in which the impact of the EIA process on actual social and environmental protection can be greatly reduced. Technocratic approaches that emphasize best practices and capacity will not improve the performance of EIA processes on their own. Politically savvy approaches are needed to address the political challenges associated with EIAs, as even the most technically sound and capacitated EIA processes can be derailed by political factors. This brief is based on a longer chapter on the topic produced for a United Nations Environment Programme (UNEP) publication on development corridors.1 It aims to present the gaps between various aspects of the theory and practice of EIAs, explore some of the ways in which political factors may be contributing to these gaps, and suggest how future work on social and environmental protection and management might better account for political context in hopes of achieving greater impact.
Topic:
Climate Change, Energy Policy, Environment, Oil, Natural Resources, Gas, and Mining
Political Geography:
Global Focus

14. New Producer Contract Terms and Uncertainty: Lessons From the Recent Past

Author:
Patrick Heller, Perrine Toledano, Tehtena Mebratu-Tsegaye, and David Mihalyi
Publication Date:
03-2022
Content Type:
Special Report
Institution:
Columbia Center on Sustainable Investment
Abstract:
The petroleum industry is volatile, and governments in “new producer” countries have operated at a significant information disadvantage when negotiating with international oil companies. This challenge is growing today; new producer countries face intensifying questions around whether to offer fiscal incentives to maintain investment in the face of 1) the pandemic-induced volatility in oil prices and 2) long-term questions about the future of the industry in the face of the climate crisis and the global energy transition. This confluence of short-term and long-term uncertainty is prompting a reexamination of the narrative that once took hold in many new producer countries. The traditional story was one of linear progression from being non-producers to small levels of production to ultimately having oil and gas become a major economic contributor over the long term. This notion of progression was associated with a commonly held theory: After a country’s first major discovery, the geological risk that wells will be dry was expected to decrease. Countries could therefore shift from a position of having to grant tax breaks (and other concessions) to international investors, to taking a tougher stance in laws and negotiations for new projects going forward. In this paper we examine whether this theory has been borne out in practice and make recommendations to support new producers in their navigation of the uncertainty associated with the energy transition. Among the eight “new producer” countries, for which we analyzed a total of 26 contracts signed before and 25 contracts signed after discovery events (all occurring between 2001 and 2014), the evidence is mixed. Only three of the eight countries in our sample—Ghana, Mozambique and Uganda—demonstrated a clear pattern in the direction of more stringent terms in post-discovery contracts. They featured definitive steps to increase some of the obligations of contractors to the state, and no significant terms that became less stringent. Five out of eight countries did not meaningfully alter their approach to gain greater concessions from their company partners.
Topic:
Energy Policy, Oil, Governance, Gas, and Private Sector
Political Geography:
Uganda, Africa, Mozambique, and Ghana

15. North Africa Can Reduce Europe's Dependence on Russian Gas by Transporting Wasted Gas Through Existing Infrastructure

Author:
Mark Davis, Perrine Toledano, and Thomas Schorr
Publication Date:
03-2022
Content Type:
Policy Brief
Institution:
Columbia Center on Sustainable Investment
Abstract:
North Africa can reduce Europe's dependence on Russian gas by transporting wasted gas through existing infrastructure.
Topic:
Energy Policy, Oil, Military Strategy, Natural Resources, Gas, and Conflict
Political Geography:
Africa, Russia, Europe, and Ukraine

16. U.S. Strategy: Rebalancing Global Energy between Europe, Russia, and Asia and U.S. Security Policy in the Middle East and the Gulf

Author:
Anthony H. Cordesman
Publication Date:
05-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
The war in Ukraine has already shown how dangerous it is for the U.S. to assume that it can rebalance its forces to one region and count on a lasting peace or detente in others. It now is all too clear that U.S. strategy must continue to focus on Europe as well as China. What is less clear is the extent to which the Ukraine War is an equal warning that the U.S. must have a truly global strategy – and one that continues to focus on other critical regions like the Middle East. The sudden escalation of the Ukraine crisis into a major regional conflict and the need for political and diplomatic support in the UN as well as for sanctions are warnings that much of the U.S. success in deterrence and defense lies in creating long-term global diplomatic and political support as well as true and lasting strategic partnerships.
Topic:
Security, Energy Policy, International Trade and Finance, Hegemony, and Strategic Interests
Political Geography:
Russia, Europe, Middle East, Asia, North America, and United States of America

17. Making Energy Resilient: State Strategies, Progress, and Opportunities

Author:
Morgan Higman
Publication Date:
05-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
Amidst energy transitions and the rising impacts of climate change, resilience is a growing part of state energy strategies. But there is relatively little consolidated information describing what states are doing to build adaptive capacities in the power sector. This report fills this gap. It examines how resilience is addressed in planning and policy resources from a selection of representative states. These resources describe anticipated hazards and vulnerabilities, use-cases for emerging clean energy technologies, and broader efforts to create new resilience institutions and authorities. Though resilience garners considerable policy attention, most state initiatives are not guided by well-defined performance goals or measures or a plan that provides an overarching vision for grid resilience. This paper highlights challenges in these areas and describes new, innovative, and replicable approaches to promote more complete and robust resilience strategies.
Topic:
Climate Change, Energy Policy, Governance, Renewable Energy, Resilience, and Strategic Interests
Political Geography:
Global Focus

18. Nuclear Waste Policy Actions for the 117th Congress and Biden Administration

Author:
Matt Bowen
Publication Date:
01-2022
Content Type:
Commentary and Analysis
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
In the 117th Congress, the United States Senate is evenly divided, 50-50, between the two major political parties, and the margin for control of the US House is small. One nonpartisan—and overdue—policy issue that Congress and the executive branch could focus on is the US nuclear waste management program. The US is currently paying billions to utilities to house spent nuclear fuel (SNF) at operating and shutdown facilities, and high-level waste (HLW) remains at former nuclear weapons complex sites around the country. Add to this the potential for greater future reliance on nuclear power in a decarbonizing economy, and the need to finally get a handle on managing radioactive waste is clear. An earlier report from the Center on Global Energy Policy on the US nuclear waste management program examined larger structural changes that the federal government could pursue to help the program make progress, such as fixing the funding mechanism and updating regulatory standards.[1] This commentary discusses the US program as it stands in the 117th Congress and proposes a series of comparatively smaller actions that could be considered and perhaps pursued on a bipartisan basis in the next few years.
Topic:
Energy Policy, Governance, Leadership, and Nuclear Waste
Political Geography:
North America and United States of America

19. Greenhouse Gas Emissions from State-Owned Enterprises: A Preliminary Inventory

Author:
Alex Clark and Philippe Benoit
Publication Date:
02-2022
Content Type:
Special Report
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
State-owned enterprises (SOEs) play a major role in the production of goods and services across many of the world’s largest economies, particularly in electricity generation, oil and gas, and heavy industry. SOEs (defined in this report as companies for which 50 percent or more of voting shares are held by a government) are also major sources of greenhouse gas emissions. The governments that control these SOEs are also signatories to the Paris Agreement on climate change. State ownership provides these governments with a major direct point of control over the climate and energy outcomes of these companies, both in terms of reducing emissions and directing future investment into low-carbon technologies and infrastructure. Improving the measurement of SOEs’ contribution to both national and global-level emissions provides important information to help understand to what extent SOEs should be targeted and to design strategies to maximize their potential role in the broader energy transition. This report provides an accounting of direct emissions associated with SOEs globally. It is challenging to comprehensively identify every SOE, as the total is estimated at well over 100,000. In addition, most identified SOEs do not disclose their emissions nor are estimates of these emissions available in the public domain. Despite these limitations, data compiled for this report covering almost 300 major SOEs suggest that SOEs globally are responsible for at least 7.49 gigatons of carbon dioxide equivalent (GtCO2e) annually in direct (Scope 1) emissions. While the true scale of SOE-related emissions is likely to be substantially higher, particularly when accounting for national oil companies and iron and steel manufacturers that do not currently report their emissions, this figure is over 1 GtCO2e greater than various previous estimates, and larger than the total annual emissions of any country except China.
Topic:
Climate Change, Energy Policy, Environment, and Green Technology
Political Geography:
China, Asia, and Global Focus

20. US-China Roundtable on Carbon Capture, Utilization and Storage

Author:
David B. Sandalow, Sally Qiu, and Zhiyuan Fan
Publication Date:
03-2022
Content Type:
Policy Brief
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
On November 17, 2021, New York time/November 18, 2021, Beijing time, the Center on Global Energy Policy at Columbia University and Energy Foundation-China convened an online roundtable on carbon capture, utilization and storage (CCUS) in the United States and China. Scholars, industry officials and policy makers exchanged information and ideas concerning CCUS development in each country. Participants discussed the role of CCUS in achieving net zero emissions, focusing on three topics in particular: CCUS costs, strategies for utilization of carbon dioxide (CO2) and CCUS policies. This report summarizes key points made by participants at the roundtable, which was held under the Chatham House Rule.
Topic:
Diplomacy, Energy Policy, International Cooperation, Bilateral Relations, and Carbon Emissions
Political Geography:
China, Asia, North America, and United States of America

21. Carbon Pricing During an Energy Crisis

Author:
Harrison Fell and Pierre Noel
Publication Date:
03-2022
Content Type:
Commentary and Analysis
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The European energy crisis, aggravated by the Russian invasion of Ukraine, amplifies the tension between climate mitigation action and energy affordability. Introducing a more effective safety valve to the EU carbon market could reduce affordability concerns and the political pressure associated with extreme price spikes, making the system more resilient. It could be accompanied by a more effective price floor too.
Topic:
Energy Policy, International Trade and Finance, Conflict, Carbon Emissions, and Energy Crisis
Political Geography:
Europe

22. Venezuela Oil Sanctions: Not an Easy Fix

Author:
Luisa Palacios and Francisco J. Monaldi
Publication Date:
03-2022
Content Type:
Commentary and Analysis
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Russia’s invasion of Ukraine has upended global energy markets and brought energy security issues back to the forefront of global attention. The unexpected visit of a US government delegation to Caracas for talks with Nicolas Maduro on March 5th may be considered an example of official recognition of this imperative.[1] The visit led to speculation that sanctions on the Maduro regime could be lifted and that a rapid ramp up of Venezuelan oil production and export could result.[2] This commentary makes three arguments concerning these recent developments. First, rather than potentially leading to the lifting of US sanctions on the Maduro regime, the visit could result in – provided certain conditions are met – an easing or softening of existing oil sanctions via licenses for some of the international oil companies (IOCs) that still operate in Venezuela.[3] Second, in the short term, it is unlikely that this scenario, should it come to pass, would offer any meaningful relief to global oil markets, as substantial increments in oil production from Venezuela would require overcoming many obstacles and risks, even with a potential softening of oil sanctions. However, the latter would likely lead to the redirection of Venezuela’s existing oil exports to the US market. Third, Venezuela has already seen a recovery of oil production, albeit from historically low levels. In a context of no sanctions relief, continued recovery is not guaranteed and might depend on how geopolitical events impact Russian oil exports and the outcome of the Iranian nuclear negotiations.
Topic:
Energy Policy, Oil, Natural Resources, and Sanctions
Political Geography:
South America and Venezuela

23. Energy Markets and the Design of Sanctions on Russia

Author:
Christof Ruhl
Publication Date:
03-2022
Content Type:
Commentary and Analysis
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Sanctions against the citizens, institutions, and products of the Russian Federation are evolving rapidly. Energy sanctions started late, but the number of countries embargoing oil, gas, or coal imports from Russia is expanding. These sanctions are likely to increase global fuel prices while depressing the price of the sanctioned fuel. The experience to date suggests that the current, gradual approach of reducing oil and gas imports from Russia one country at a time may have room to go further. Before the invasion of Ukraine, the sweeping and unprecedented sanctions promised in the event of a Russian invasion were often conceived as a two-pronged pincer movement. The idea was to isolate Russia from the global financial system while limiting its commodity and energy exports. Both moves were aimed at the source of the financial strength of “fortress Russia,” namely, its persistent balance of payment surplus.
Topic:
Energy Policy, International Trade and Finance, Sanctions, Financial Markets, and Conflict
Political Geography:
Russia and Europe

24. Sanctions and the Economic Consequences of Higher Oil Prices

Author:
Christof Ruhl
Publication Date:
04-2022
Content Type:
Commentary and Analysis
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Sanctions against the Russian Federation are developing so fast that it is hard to keep track of them and even harder to see a consistent narrative as events unfold. But there is one. Russia is the world’s largest exporter of energy and commodities. A persistent balance of payment surplus is the source of its financial strength, in terms of both current income and the financial assets previously accumulated by “fortress Russia.” Oil, gas, and coal exports constitute the most valuable revenue streams and are therefore prime targets of sanctions policy.[1] The problem is that energy sanctions will backfire badly if they lead to price increases large enough to derail the economic performance of sanctioning countries.
Topic:
Economics, Energy Policy, Oil, Natural Resources, and Sanctions
Political Geography:
Global Focus

25. Hydrogen: A Hot Commodity Lacking Sufficient Statistics

Author:
Anne-Sophie Corbeau
Publication Date:
04-2022
Content Type:
Commentary and Analysis
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Hydrogen has become one of the most debated topics in the energy industry. As an energy vector,[1] hydrogen has been touted as a possible path to decarbonize energy sectors that are considered difficult to electrify, such as heavy-duty transport. While hydrogen expansion faces challenges associated with introducing it into new sectors and decreasing the cost of green (or low-emission) hydrogen, major economies such as China, the EU, and the United States have been looking to integrate its use into their decarbonization strategies.[2] Demand for hydrogen could more than quintuple in a global net-zero-carbon-emissions scenario.[3] Given that hydrogen’s role is expected to increase significantly over the coming decade and expand into new sections of the energy system, it is essential to have more clarity on its current and future demand profile. The energy community is used to relying on statistics for more traditional fuels such as oil or natural gas; they enable analysts and investors to follow market developments, identify trends, and anticipate investment needs and opportunities. For policy makers, they can help to measure progress toward decarbonization objectives or against targets set within their hydrogen strategies as well as help them compare their activity with other countries’ developments. Understanding demand, production, and trade through data transparency is also a key element in energy security.
Topic:
Energy Policy, Science and Technology, Decarbonization, and Hydrogen
Political Geography:
Global Focus

26. Starr Forum: Energy as a Weapon of War: Russia, Ukraine and Europe in Challenging Times

Publication Date:
12-2022
Content Type:
Video
Institution:
MIT Center for International Studies
Abstract:
How has Russia weaponized energy in this war? What have been the effects? How have Europeans responded to this weaponization of energy and what may be their responses this winter?
Topic:
Defense Policy, Energy Policy, Military Strategy, European Union, Strategic Interests, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

27. Sub-Saharan Africa May Be a New Source of Gas for the EU

Author:
Jędrzej Czerep
Publication Date:
10-2022
Content Type:
Working Paper
Institution:
The Polish Institute of International Affairs
Abstract:
In order to become independent from supplies of energy resources from Russia, EU countries are intensively looking for alternative gas import opportunities, including from Sub-Saharan Africa. This direction may become an important element of European diversification, but its development requires external investments and improvement and expansion of the existing infrastructure. European companies and the EU itself can play a key role in this regard.
Topic:
Energy Policy, European Union, Gas, and Diversification
Political Geography:
Africa, Europe, and Sub-Saharan Africa

28. Energy Politics in the MENA Region: From Hydrocarbons to Renewables?

Author:
Valeria Talbot
Publication Date:
11-2022
Content Type:
Special Report
Institution:
Italian Institute for International Political Studies (ISPI)
Abstract:
After Russia's invasion of Ukraine and its weaponisation of natural gas supplies, energy security has become a top political priority for Europe. Given the Middle East and North Africa (MENA) region's abundant oil and gas resources, the European countries inevitably turned to the region to make up for the shortfall. This Report analyses the impact of Europe's "scramble for alternatives" on key MENA exporters of fossil fuels. Specific attention is attached to their prospects as short-term suppliers of fossil fuels while they set the stage for their green transition. How is the current energy crisis affecting the role of MENA hydrocarbons producers as Europe's energy suppliers? Which impact on energy relations among MENA countries? Which new prospects for their green transition?
Topic:
Security, Energy Policy, Renewable Energy, Hydrocarbons, and Green Transition
Political Geography:
Middle East and North Africa

29. How the Caspian Can Help Solve Europe’s Gas Woes: A Close Look at the Trans Caspian Connector Project

Author:
John Roberts
Publication Date:
08-2022
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
The plentiful natural gas reserves in and around the Caspian constitute an obvious medium‑ to long‑term source of supply for Europe. What may be more surprising is that they also constitute the only source of sustained pipeline gas delivery that can improve Europe’s gas balance within months or even weeks. There are four elements that define the issue. The first is Europe’s requirement for gas. The second is the availability of gas for immediate or early input into the equation. The third is the question of the capacity of available infrastructure to carry the gas to market. Finally, there is the question of whether there is the political support to implement such measures.
Topic:
Energy Policy, Infrastructure, Gas, and Regionalism
Political Geography:
Europe

30. 70 years on, it's time to reinvent the ECSC

Author:
Thierry Lepercq
Publication Date:
10-2022
Content Type:
Policy Brief
Institution:
Robert Schuman Foundation (RSF)
Abstract:
Upset between Berlin, Brussels and La Coruña On 16 May 2022, in the Radialsystem conference centre in Berlin, a chair remained forlornly empty. The German Minister for Education and Research, Bettina Stark-Watzinger, inaugurated the conference "Green Hydrogen for a Sustainable European Future" promoted by the German government, before handing over to her Italian counterpart, Cristina Messa, and then to European Commissioner Mariya Gabriel. The empty chair was that of the French Presidency of the European Union which, despite strenuous effort on the part of the German government, did not wish to delegate a representative. In the Chancellery, the mood was one of great tension. Nearly 100 executives representing 31 gas transmission and storage operators (TSOs) from 28 European countries met with the European Commission on 7 June 2022 in Brussels. It was time to present the latest version of the European Hydrogen Backbone (EHB), an initiative launched two years ago by the German company OGE. On the agenda was the unveiling of an ambitious plan to build 28,000 km of hydrogen pipelines across the continent by 2030. One point of interest was a dotted line linking Barcelona to Livorno - to connect the Iberian Peninsula to the rest of Europe, bypassing France, whose opposition to cross-border green hydrogen infrastructure is no longer a mystery. A few months later, on 5 October 2022 in La Coruña, Pedro Sanchez, president of the Spanish government, hosted German Chancellor Olaf Scholz, together with some fifteen ministers. On the agenda of this summit: the European energy crisis and the measures that must be taken to strengthen the continent's supply security and European solidarity. One proposal stood out: to strengthen gas interconnections to allow liquefied natural gas (LNG) arriving in Spanish ports to relieve a German industry that is on the verge of suffocating - and to pave the way for the implementation of green hydrogen transport infrastructures (EHB).
Topic:
Energy Policy, Gas, Investment, Economic Crisis, European Commission, and Energy Crisis
Political Geography:
Europe, Germany, and Spain

31. Reviving Nuclear Power: Is the Philippines Ready?

Author:
Julius Caesar Trajano
Publication Date:
03-2022
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
Philippine President Duterte has signed an executive order to include nuclear power in the country’s energy mix. However, there are critical preparatory issues that need to be resolved to enhance the country’s nuclear energy development.
Topic:
Energy Policy, Science and Technology, Nuclear Power, and Nuclear Energy
Political Geography:
Asia and Philippines

32. COP26’s Dilemma: Sustainability vs Food Security?

Author:
Jose M. L. Montesclaros
Publication Date:
03-2022
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
Ironically, amidst the push to “phase down” coal reliance, the world is seeing a “coal crunch” of rising coal/energy prices, with serious implications on fertilisers and food. Countries pursuing sustainability initiatives ignore these trade-offs at their own peril.
Topic:
Development, Energy Policy, Food, Food Security, and Sustainability
Political Geography:
Global Focus

33. Small Modular Reactors in the Philippines’ Journey Toward Nuclear Energy

Author:
Julius Caesar Trajano
Publication Date:
12-2022
Content Type:
Commentary and Analysis
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
The Philippines is seeking nuclear energy partnerships with various countries and allies as it aims to address the twin challenges of achieving energy security and reducing carbon emissions. How can advanced small modular nuclear reactors help the Philippines in its transition to clean energy?
Topic:
Security, Energy Policy, Nuclear Power, Nuclear Energy, and Green Transition
Political Geography:
Asia and Philippines

34. The Geopolitics of Hydrogen in the Indo-Pacific Region

Author:
Jane Nakano
Publication Date:
06-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
Large energy consumers in the Indo-Pacific region and their traditional energy suppliers are examining the potential role of clean hydrogen in energy systems as well as their own potential roles in hydrogen supply chains. Several Asian governments are leading the charge in creating a clean hydrogen economy by releasing and executing hydrogen strategies and funding new projects, while others are beginning to articulate visions and strategies. This report surveys national visions and strategies of leading Asian economies and their traditional energy suppliers and presents key implications of clean hydrogen development in the Indo-Pacific region. The report further offers recommendations on the role the United States could play in this rising market, including ensuring resilience and robustness in clean hydrogen supply chains, recognizing the energy security benefit of clean hydrogen exports from the United States, and ensuring the environmental sustainability in hydrogen value-chain creation.
Topic:
Security, Energy Policy, Environment, Sustainability, and Hydrogen
Political Geography:
Indo-Pacific

35. Making Hydrogen Hubs a Success

Author:
Joseph Majkut, Jane Nakano, and Mathias Zacarias
Publication Date:
07-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
In a low-carbon world, low-emissions hydrogen will be useful as an energy carrier and when end uses are too hard or expensive to electrify. Thus, hydrogen plays a key role in modeled scenarios of a decarbonized future. Notably, the International Energy Agency’s (IEA) Net-zero Scenario has called for hydrogen from low-carbon sources to make up 10 percent of final energy consumption worldwide by 2050. This large scale of projected consumption means that standing up an industry to make, process, and use low-carbon hydrogen is one part of a needed response for many countries, including the United States. In the Infrastructure Investment and Jobs Act (IIJA), the U.S. Congress authorized the creation of Regional Clean Hydrogen Hubs (H2Hubs) to address the multiple challenges facing this nascent industry. In the United States, there is presently little production of low-emissions hydrogen, few users, and almost no linkages between them. To solve these challenges, the legislation calls for each H2Hub to establish “a network of clean hydrogen producers, potential clean hydrogen consumers, and connective infrastructure located in close proximity” to demonstrate the production, processing, storage, transportation, and use of clean hydrogen. Under the legislation, hydrogen is considered clean if less than two kilograms of carbon dioxide (CO2) is emitted for every kilogram of hydrogen produced. The production of such low-emissions hydrogen is the key requirement of the H2Hubs program, which also needs to demonstrate the production of clean hydrogen from different sources, including fossil fuel feedstocks, renewables, and nuclear power. H2Hubs will also need to demonstrate the use of hydrogen in power generation, industry, heating, and transportation. The legislation also calls for H2Hubs to be an engine of economic growth and investment in the regions where the hubs are located. Beyond the formal requirements for technical demonstration, the only other instruction from Congress is that the U.S. Department of Energy (DOE) “shall give priority to regional clean hydrogen hubs that are likely to create opportunities for skilled training and long-term employment to the greatest number of residents in the region.” In a June 2022 announcement on the program, the DOE highlighted how the economic goals of the program are part of the IIJA and President Biden’s agenda, including by “enhancing U.S. competitiveness in the world, creating good jobs, and ensuring stronger access to these economic benefits for underserved communities.” The H2Hubs program offers $8 billion in investment for a nascent industry that could both help the United States reduce greenhouse gas emissions and lead the way in a growing part of the global energy industry, creating jobs and economic benefits at home. As communities, states, and consortia compete for H2Hubs grants, they can design hubs for technical and economic success. And the DOE can build upon existing experience instituting Energy Innovation Hubs to build ecosystems of innovation at a large scale. In spring 2022, the CSIS Energy Security and Climate Change Program hosted several workshops to explore how best practices in regional economic development and innovation policy could help inform the design and administration of H2Hubs. The program also considered how hub models are being used around the world to foster investment in clean-hydrogen production and create market demand for it. This report is a product of those workshops and research that preceded and followed them.
Topic:
Energy Policy, Environment, Electricity, and Hydrogen
Political Geography:
Global Focus

36. Creating a New Energy Strategy for a Post Ukraine War World

Author:
Anthony H. Cordesman and Paul Cormarie
Publication Date:
08-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
There is every reason for the U.S. to focus on the dangers of climate change and the need to change the sources of its energy supplies to reduce carbon emissions. The new Inflation Reduction Act that President Biden signed on August 16, 2022, is an important step toward achieving these goals. At the same time, the U.S. needs to work with its European strategic partners to permanently reduce their dependence on Russian oil and gas exports and work with Asian partners like Japan and South Korea to ensure that they will not confront a similar threat in the future from China.
Topic:
Climate Change, Energy Policy, Environment, International Cooperation, and Russia-Ukraine War
Political Geography:
Global Focus

37. CCP Inc. in Greece: State Grid and China’s Role in the Greek Energy Sector

Author:
Briana Boland, Jude Blanchette, and Cory Combs
Publication Date:
10-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
How did one of China’s core state-owned enterprises gain a foothold in Greece’s electricity sector? This case study examines the “CCP Inc.” ecosystem of Chinese officials, state-owned enterprises, policy banks, and private firms that helped State Grid Corporation of China (State Grid) and other Chinese companies gain a stake in the national electric grid and renewable energy projects in Greece. State Grid is the world’s largest utility company, pursuing an international strategy of expansion that both implements and informs Beijing’s policy goals for global energy infrastructure. By investigating how State Grid acquired a stake in Greece’s national power grid operator, the Chinese financing and energy sector business deals that followed State Grid’s investment, and the constraints that limited State Grid’s later efforts to expand its control over Greece’s electric grid, this case study offers insight to the role of state-owned enterprises in the global reach of China’s state capitalist system.
Topic:
Energy Policy, Finance, Electricity, and State-Owned Enterprises
Political Geography:
China and Asia

38. Roadmap to Zero-Carbon Electrification of Africa by 2050: The Green Energy Transition and the Role of the Natural Resource Sector (Minerals, Fossil Fuels, and Land)

Author:
Jeffrey D. Sachs, Perrine Toledano, and Martin Dietrich Brauch
Publication Date:
11-2022
Content Type:
Special Report
Institution:
Columbia Center on Sustainable Investment
Abstract:
All Africans—whether living in urban or rural areas—need access to affordable, clean, efficient, reliable, climateproof, and renewable energy for both residential and productive uses to achieve sustainable development objectives. This report sets out a comprehensive and actionable roadmap for Africa’s zero-carbon energy transformation by 2050, with most advances achieved by 2030. Natural resource management in minerals, fossil fuels, and land sits at the core of the strategy. The world is moving to decarbonization by 2050. This was the dominant geopolitical message of 2021, appearing, for example, in U.S. President Joe Biden’s online summit with world leaders in April 2021 and in the International Energy Agency’s (IEA) Report on Net Zero by 2050: A Roadmap for the Global Energy Sector, which stated that there was “no need for investment in new fossil fuel supply” in a pathway to net zero by 2050. Africa will be part of this global trend. The UNFCCC COP 26 evidenced the continued commitment to the world to this agenda, with the Global Methane Pledge and the Glasgow Leaders’ Declaration on Forest and Land Use, holding strong promises to respectively reduce methane by 2030 by 30% relatively to 2020 levels and end all deforestation by 2030 while strongly investing in reforestation. Prospective oil and gas projects in Africa will no longer be pursued as overseas markets and financing will shrink. The Russian war on Ukraine in 2022 has reinforced the determination of Europeans and Americans to wean off Russian gas in the short term and off all gas in the medium to long term, seeing in the energy transition an opportunity to meet parallel goals of decarbonization and energy independence. The IEA’s World Energy Outlook 2022 notes that, even under a relatively conservative “stated policies” scenario, global demand for coal, oil, and gas will peak or plateau in the coming years and subsequently fall. The report also notes that the energy crisis triggered by Russia’s invasion of Ukraine, though leading to a short-term increase in fossil fuel demand, has consolidated the global long-term shift toward renewable energy, energy efficiency, and electrification. In parallel to this reality, Africa’s vast renewable energy potential, in the solar and hydropower sectors especially, will engage increasingly bankable and highly attractive investments. In net terms, Africa has a huge amount to gain from a decisive buildup of renewable energy and the capacity to produce the minerals, hardware, and software of the new zero-carbon energy economy.
Topic:
Energy Policy, Regional Cooperation, Natural Resources, Carbon Emissions, and Decarbonization
Political Geography:
Africa

39. Germany, Russia, and Energy Politics

Author:
Kalev Stoicescu
Publication Date:
02-2022
Content Type:
Policy Brief
Institution:
International Centre for Defence and Security - ICDS
Abstract:
In the fifth and final brief in our Germany and Baltic Security series, Kalev Stoicescu examines another of Germany’s key bilateral relationships—with Russia. Relations between Germany (or historical German and German-led states) and Russia have greatly influenced the Baltic region for centuries. In recent years, what the Baltic states see as Germany’s over-reliance on Russian gas supplies, even as they themselves have tried to secure energy independence from Russia, has been a source of tension. The Nord Stream pipelines, which Germany claims are a business project, but which the Baltic states regard as a security risk, have been particularly problematic. But at the same time, the Baltic states recognise that Germany has since 2014 adopted a resolute approach towards Russia regarding sanctions; even if they are sceptical that Berlin’s ambiguous policies towards Moscow, being both firm and conciliatory, will change Russia’s behaviour. With the appointment as foreign minister of Annalena Baerbock, who has opposed Nord Stream 2 and strongly criticised Russia’s misconduct, Olaf Scholz’s new government may stand closer to Baltic perceptions and interests and become a more principled and difficult counterpart for Russia. The Baltic states might be encouraged to trust Germany more in its dealings with Russia, but the new government must first prove itself in its words and actions.
Topic:
Energy Policy, Bilateral Relations, Sanctions, and Gas
Political Geography:
Russia, Europe, Germany, and Baltic States

40. Navigating the Crises in European Energy

Author:
Michael Grubb
Publication Date:
09-2022
Content Type:
Working Paper
Institution:
Institute for New Economic Thinking (INET)
Abstract:
The energy crisis engulfing Europe is a crisis of both gas and electricity markets, with huge cost impacts on consumers across all European countries. In Britain, half of typical household energy expenditure arises from electricity. This paper examines how the cost of gas-powered generation feeds through to electricity bills, on the principle of marginal cost pricing, setting the price for most of the time though it accounts for only about 40% of GB generation. Combined with the steep decline in wind and solar costs over the past decade, this has resulted in an unprecedented degree of ‘cost inversion’ in the electricity system. We offer estimates of the increase of revenues across the wholesale market, and outline five principles for reform for addressing the combined challenges of energy costs and accelerating low-carbon transition.
Topic:
Climate Change, Energy Policy, Environment, Green Technology, and Energy Crisis
Political Geography:
Global Focus

41. Separating electricity from gas prices through Green Power Pools: Design options and evolution

Author:
Michael Grubb and Drummond Pike
Publication Date:
11-2022
Content Type:
Working Paper
Institution:
Institute for New Economic Thinking (INET)
Abstract:
This paper develops a detailed proposal for an efficient way to channel the value of large-scale renewables, which have become much cheaper than gas-driven wholesale electricity prices, to consumers at ‘cost-plus’ prices. This would reduce the fiscal pressure on governments for market- wide subsidies and offer more stable support for consumers most in need. We detail how this ‘green power pool’ approach could interact with the wholesale market to ensure firm power, also bringing transparency to the cost of balancing the variable renewables output, and maintaining incentives for efficient supply and demand responses. We illustrate the approach with reference to the cost and volume trajectories of UK renewables backed by government CfDs, targeted initially to particular consumer groups, as a first step in a wider transition towards direct consumer access to cheap renewables.
Topic:
Climate Change, Energy Policy, Green Technology, Renewable Energy, and Energy Crisis
Political Geography:
United Kingdom and Europe

42. Europe’s Energy and Resource Challenge The Arctic Is Part of the Solution

Author:
Marie-Anne Coninsx and Karen van Loon
Publication Date:
09-2022
Content Type:
Policy Brief
Institution:
EGMONT - The Royal Institute for International Relations
Abstract:
The EU’s increased climate ambitions require unprecedented growth in renewable energy and a diversified supply of critical raw materials. Building long-term partnerships and investing in innovation will be vital to pave the way for a clean and secure energy future. With energy being used as a prominent geopolitical weapon and energy prices soaring, the need for enhanced energy security and reliable resource suppliers is essential. The EU has realized it must reduce its natural resources’ dependence to ensure its prosperity, safeguard its interests, and reinforce its strategic autonomy. Especially the European Arctic region should be taken into account when considering the role it can play as a provider of renewable energy, sustainable development, and a reliable supplier of critical raw materials. Despite the specific challenges and costs associated with its cold and vulnerable climate, the region has certain advantages over parts of the world where political instability or low environmental standards are problematic. With its available resources, expertise, and technological innovations, the Arctic, which is often called an innovative testbed and a high-tech knowledge hub, can be instrumental for the EU to realize its Green Deal objectives, end its dependence on fossil fuels, strengthen its autonomy, and ensure its prosperity.
Topic:
Energy Policy, Regional Cooperation, Natural Resources, and European Union
Political Geography:
Europe and Arctic

43. After Russia’s invasion of Ukraine: Unity is good, but ambition is better

Author:
Sophie Pornschlegel and Ilke Toygür
Publication Date:
06-2022
Content Type:
Working Paper
Institution:
European Policy Centre (EPC)
Abstract:
In view of the volatile geopolitical environment, EU leaders no longer have the luxury of waiting for all 27 member states to find a consensus. In order to lead the way to a Union that is apt for future challenges, the EU should become more ambitious and embrace alternatives, such as differentiated integration, in the coming months and years. Rather than returning to the status quo ante, the EU should use this momentum to progress in five policy fields: economic governance, with a new recovery package and a reform of the fiscal rules; security and defence, with improved EU–NATO cooperation and a stronger ‘European pillar’; energy policy, by quickly steering member states away from dependence on Russian fossil fuels while simultaneously ensuring admissible energy prices for consumers and respecting the climate targets; enlargement and neighbourhood policy, by rethinking its aims and creating options for countries that are unlikely to become EU members in the foreseeable future; and the rule of law, to safeguard the Union’s values ‘at home’. Both the COVID-19 pandemic and the Russian invasion revealed that the EU institutions and leaders are capable of managing crises swiftly and decisively. This reality certainly increases its legitimacy in the eyes of its citizens as well as its allies. The European Union could use this moment of change to increase its ambition for reforms and for moving European integration forward. This should encourage leaders to think about all the options for designing the Union’s future. This is not a time for black and white thinking – Treaty change or nothing –, but rather a time to explore all the shades of grey for securing necessary reforms. If like-minded countries could lead the way, others may also follow. The changing and evolving positions in the EU could help secure more inclusive alliances for moving forward. The political momentum to do so is finally here.
Topic:
Security, Energy Policy, European Union, Geopolitics, Economy, Rule of Law, Regional Politics, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

44. The Wider Balkan Region at the Crossroads of a New Regional Energy Matrix

Author:
Sergiu Mitrescu and Vuk Vuksanovic
Publication Date:
10-2022
Content Type:
Case Study
Institution:
Belgrade Centre for Security Policy
Abstract:
The study analyzes the challenges faced by the Balkan region from an energy perspective and describes the struggle of different actors in the energy field, manifested especially through the emergence of new transport networks. The various interconnections built between the states in the region bring hope that this area will be fully integrated into the European gas network in the coming years. The complicated history of the Balkans and the relationship with Russia, still a very present actor in the region, especially from an energy point of view, creates a complex context. The study also takes into account the places that Serbia and Romania occupy in the European energy architecture, the bilateral cooperation possibilities, the degree of dependence on gas from Russia. The study provides an opportunity to reflect on the systemic changes currently underway in the energy field and their deep geopolitical implications. The Black Sea has acquired a new regional importance, not only because of the security context created by the war in Ukraine, but also because of the change that may take place following gas discoveries in Romania’s exclusive economic zone, something that could turn the country into an important regional exporter.
Topic:
Security, Energy Policy, Regional Cooperation, and Gas
Political Geography:
Russia, Europe, and Balkans

45. Exploring Short-term Solutions to the Global Gas Crisis

Author:
Jun Arima, Hiroshi Hashimoto, Hussein Moghaddam, Yudo Dwinanda Priadi, and Alloysius Joko Purwanto
Publication Date:
12-2022
Content Type:
Policy Brief
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This brief explores short-term solutions for stabilising the global gas market so that the world can continue to recover amidst the Russia–Ukraine geopolitical crisis. The proposed solutions consist of (i) across-the-board ramping up of natural gas and liquefied natural gas (LNG) production; (ii) supporting countries with idle capacities or delayed gas projects in regaining their capacity to produce and export gas, especially to the regions most in need; (iii) an emergency plan initiated by the G20 group to ‘reroute’ LNG cargoes to the world’s regions most in need with low purchasing power; (iv) optimising LNG cargo destinations by taking advantage of specific contractual agreements; (v) issuing statements that can help stabilise the short-term gas market; (vi) intensifying discussions on formulating potential short-term measures to mitigate excessive volatility in prices; and (vii) urgently establishing a universally accessible, real-time information platform on natural gas trade.
Topic:
Energy Policy, Natural Resources, Gas, and Energy Crisis
Political Geography:
Global Focus

46. Reducing Methane Emissions from Global Gas

Author:
Ben Cahill
Publication Date:
05-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
Cutting methane emissions from oil and gas will help slow the pace of global warming, and methane is firmly on the international climate agenda. But how will progress on methane rules and regulations spread beyond Europe and North America, especially to regions where state utilities and national oil companies (NOCs) play a prominent role? And how can global gas trade—especially the liquefied natural gas (LNG) sector—evolve in ways that lower methane emissions? This report outlines recent global, national, and sub-national efforts to curtail methane emissions from oil and gas. It analyzes how demand for cleaner, or “differentiated,” gas might develop, delving into the drivers for buyers and others in the gas ecosystem. It concludes with policy recommendations and suggested engagement strategies with global gas players.
Topic:
Climate Change, Energy Policy, Environment, and Gas
Political Geography:
Global Focus

47. Decarbonizing Aluminum: Rolling Out a More Sustainable Sector

Author:
William Alan Reinsch and Emily Benson
Publication Date:
02-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
As the effects of climate change intensify, countries and industries alike are seeking new ways to decarbonize to meet emissions targets, avoid carbon border tariffs, and reduce energy costs. Today, energy use in industry is the number one contributor to global greenhouse gas (GHG) emissions. Therefore, decarbonization of heavy industry would have a direct and immediate impact on reducing GHG emissions and slowing climate change. Aluminum is the second most used metal in the world. Its applications are numerous and fundamental, from electrical transmission to defense and construction. Aluminum is also a key input in other goods that help reduce emissions, such as electric vehicles and energy-efficient buildings, meaning that decarbonizing aluminum can help industries that are playing a critical role in global climate efforts. This paper evaluates global progress on sectoral emissions reductions and assesses policies governments can pursue to accelerate decarbonization of the aluminum sector. The aluminum industry consists of three component segments: upstream aluminum, downstream aluminum, and recycled aluminum. The upstream aluminum sector is responsible for the sourcing of raw material components from mined bauxite that is then refined into alumina and smelted into aluminum. Aluminum production is usually accomplished in two phases. In the first stage, bauxite ore is refined to obtain aluminum oxide through the Bayer process. The Hall-Heroult process of smelting the aluminum oxide to release pure aluminum comprises the second stage. Upstream production of aluminum involves the mining of bauxite and refining it into alumina. The downstream segment refers to the production of semi-fabricated aluminum products and their use in a wide range of sectors, from manufacturing and automobiles to construction and consumer products. Aluminum not only offers durability, but also is lightweight and infinitely recyclable, meaning it has clear environmental benefits compared to other similar inputs, such as steel or plastic. While aluminum does offer some environmental benefits, producing it is carbon intensive. Aluminum production processes have changed very little since the 1800s, and many countries continue to rely on coal to produce the electricity required for aluminum production. Globally, the aluminum sector contributes roughly 2 percent of GHG emissions—equivalent to about 1.1 billion tons of carbon dioxide (CO2). Yet demand for aluminum is expected to increase by 50 to 80 percent by 2050. In 2019, the aluminum industry consumed 6 percent of all global coal-fired electricity, exceeding the total amount of coal-fired electricity generated in Europe. That same year, coal-fired electricity used in aluminum electrolysis produced 636 million tons of C02 emissions, or 58 percent of the sector’s carbon footprint. On average, 72 percent of GHG emissions from primary production of aluminum are from electricity, meaning greater use of renewable energy in aluminum production could significantly decrease the sector’s carbon output. According to the Intergovernmental Panel on Climate Change (IPCC), global CO2 emissions need to decrease by 45 percent by 2030 in order to keep global warming below the 1.5 degree threshold. By accelerating the deployment of renewables and designing policies that encourage and support the decarbonization of heavy industry, the private and public sectors can play key roles in helping to reduce carbon emissions, while also continuing to grow the global economy.
Topic:
Climate Change, Energy Policy, Renewable Energy, and Carbon Emissions
Political Geography:
Global Focus

48. The Rising National Security Threats from Climate Change in the Mediterranean Region

Author:
Katerina Sokou
Publication Date:
04-2022
Content Type:
Policy Brief
Institution:
Atlantic Council
Abstract:
Climate change hazards, from rising sea levels to forest fires, are set to asymmetrically impact the Mediterranean’s coastal ecosystems. In addition to increased natural disasters, climate change also will exacerbate the region’s economic vulnerabilities stemming from resource scarcity, heat stress, and impacts on tourism. With increased stress on populations in the region, climate pressures have the potential to indirectly exacerbate violent conflict. The potential for future threats from climate change necessitates that nations consider not only national climate plans, but strategies to mitigate global pressures on supply chains, food systems, and economic interdependencies to manage cross-border risks. The United Nations Environment Programme’s Mediterranean Action Plan serves as a starting point by assessing these risks. Building on it, the European Union can direct development assistance towards strengthening countries’ abilities to adapt, further strengthened by transatlantic cooperation. In anticipation of the security ramifications of climate change, NATO should set climate adaptation as a priority. The transition to renewable energy will result in both economic and geopolitical benefits through the creation of jobs and development of advanced technologies. Tourism, which makes up a fifth of Greece’s GDP, is likely to be adversely impacted by higher temperatures and natural disasters. This could generate additional risk for Greece’s financial credibility. The EU should consider this as a threat to the institution as a whole, with Greece and Cyprus the member states most vulnerable to climate change. Fortunately, Greece has a solid foundation from which to build up its climate resiliency, as strategies to this end are part of the Greece 2.0 plan and the country is already one of the top producers of wind and solar energy globally. The Mediterranean should not be making these efforts alone as economic and geopolitical stressors cause cross-border instability, a strong motivator for the region and partners to deliberately address climate adaptation in tandem.
Topic:
Climate Change, Energy Policy, National Security, Natural Disasters, and European Union
Political Geography:
Mediterranean

49. The Impact of the Russian Aggression Against Ukraine on the EU's Economy

Author:
Melchior Szczepanik
Publication Date:
03-2022
Content Type:
Special Report
Institution:
The Polish Institute of International Affairs
Abstract:
A spike in energy prices provoked by Russia’s invasion of Ukraine will inhibit the economic rebound in the EU. Member States will have to face high inflation for longer than previously expected. Forced to increase spending, they also could postpone plans to reduce their debts. The conflict with Russia is mobilising the Community to speed up the development of renewable energy and reduce dependencies on third countries, especially authoritarian ones, in strategic sectors.
Topic:
Energy Policy, War, European Union, Economy, and Inflation
Political Geography:
Russia, Europe, and Ukraine

50. New Perspectives for Nuclear Energy in the EU

Author:
Maciej Zaniewicz and Zuzanna Nowak
Publication Date:
03-2022
Content Type:
Special Report
Institution:
The Polish Institute of International Affairs
Abstract:
EU countries opposing nuclear energy, mainly Austria and Germany, are trying to limit its development in the Union by using the dispute over the details of the “green taxonomy”. The Russian aggression against Ukraine, however, has strengthened the arguments of supporters of this technology. They present nuclear energy as a way to make Europe independent of Russian gas and oil imports while reducing CO2 emissions. The final shape of the delegated act supplementing the taxonomy and the date of its entry into force will significantly affect the future of new nuclear projects in the EU, including in Poland.
Topic:
Energy Policy, European Union, Carbon Emissions, and Nuclear Energy
Political Geography:
Russia, Europe, Ukraine, Germany, and Austria

51. The Challenges of Decarbonizing the U.S. Electric Grid by 2035

Author:
Jonathan M. Moch and Henry Lee
Publication Date:
02-2022
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
The Biden administration has established a national goal of 100% carbon-free electricity by 2035 and reaching net-zero economy-wide greenhouse gas emissions by 2050.1 To realize these goals, the United States must not only transition the production of power, but also build thousands of miles of upgraded or new transmission. The U.S. electric grid consists of 600,000 miles of transmission lines connected to over 1 million megawatts of electricity generation capacity.2 Over 70% of these lines are more than 25 years old, well into their approximately 50-year lifetime.3 Furthermore, to meet President Biden’s 2050 goal, experts claim that over a million miles of new transmission will have to be built over a three-decade time span.4 Most plausible pathways to net-zero emissions call for the electrification of multiple services, such as heating and transportation.5 The resulting increase in electricity demand will require major upgrades to the grid, with some studies suggesting a 60% increase in peak demand by 2050.6 In the United States, the greatest potential wind energy resources are in the Midwest and along the two coasts,7 while the greatest solar energy resources are in the Southwest and in Florida.8 New transmission lines will be needed to carry the electricity from the areas where the renewable resources are most plentiful to distant load centers.
Topic:
Energy Policy, Environment, Natural Resources, Electricity, Decarbonization, and Energy
Political Geography:
North America and United States of America

52. Impact of the Russia-Ukraine War on the Global Energy Policy

Author:
Mamuka Komakhia
Publication Date:
07-2022
Content Type:
Special Report
Institution:
Georgian Foundation for Strategic International Studies -GFSIS
Abstract:
The Russia-Ukraine war has been going on for five months, and it can be said that it is a war that has changed the world, and not only in military and security terms. In this edition of “The Security Review”, we will discuss the food, energy, and transportation aspects of this conflict. Mamuka Komakhia deals with one of the most important aspects of the war - energy, and discusses Europe's dependence on Russian oil and gas and the possible scenarios to escape from it.
Topic:
Energy Policy, Oil, War, European Union, Gas, Exports, Energy Dependence, and Russia-Ukraine War
Political Geography:
Russia, Ukraine, and Eastern Europe

53. How the Inflation Reduction Act Will Drive Global Climate Action

Author:
Frances Colon, Cassidy Childs, and Anne Christianson
Publication Date:
08-2022
Content Type:
Working Paper
Institution:
Center for American Progress - CAP
Abstract:
The Inflation Reduction Act puts the United States on track to meeting its Paris Agreement commitment and to reclaiming the mantle of global climate leadership.
Topic:
Climate Change, Energy Policy, Environment, International Cooperation, and Inflation
Political Geography:
North America and United States of America

54. Politics, War and Eastern Mediterranean Gas

Author:
Joshua Krasna
Publication Date:
03-2022
Content Type:
Commentary and Analysis
Institution:
Moshe Dayan Center for Middle Eastern and African Studies
Abstract:
In the past two months, there have been several significant, interlocking developments regarding Eastern Mediterranean gas. In January, the Biden Administration withdrew American support for the Israeli-Cypriot-Greek EastMed gas pipeline. In February, U.S. officials shuttled between Israel and Lebanon for another round of talks to resolve the question of the maritime border and the exclusive rights to exploit gas in their disputed waters. Most importantly, the Russian aggression against Ukraine, which began in late February, has transformed the long-discussed European need to reduce its dependence on Russian gas (and oil) into an urgent priority. It has also exposed the disconnect between optimistic policies that anticipated an imminent shift to renewable resources and the reality that the developed world will, in the short- to medium-term, remain dependent on fossil fuels. Confronted with this new reality, does Europe's need to rapidly diversify its sources of energy increase the strategic value of Eastern Mediterranean gas? And can the Eastern Mediterranean contribute meaningfully to reducing Europe's dependence on Russian gas?
Topic:
Foreign Policy, Diplomacy, Energy Policy, Politics, War, and Gas
Political Geography:
Europe, Turkey, Middle East, Israel, Palestine, Lebanon, Egypt, and United States of America

55. Russia invades Ukraine: The economic fall-out and consequences for energy markets

Author:
Paul Rivlin
Publication Date:
04-2022
Content Type:
Working Paper
Institution:
Moshe Dayan Center for Middle Eastern and African Studies
Abstract:
In our latest issue of Iqtisadi Paul Rivlin analyses the effects of the Russian invasion of Ukraine on the Middle East and global energy markets.
Topic:
Energy Policy, Economy, COVID-19, and Russia-Ukraine War
Political Geography:
Turkey, Middle East, Saudi Arabia, and Egypt

56. The Ukraine War and the Middle East: The Rich Get Richer and the Poor Get Poorer

Author:
Paul Rivlin
Publication Date:
07-2022
Content Type:
Working Paper
Institution:
Moshe Dayan Center for Middle Eastern and African Studies
Abstract:
In our latest issue of Iqtisadi, Paul Rivlin examines several economic issues occurring simultaneously in the Middle East and North Africa region mainly as a result of the Ukraine-Russia war. Higher oil prices are good for some countries and bad for others.
Topic:
Energy Policy, Oil, Economy, and Russia-Ukraine War
Political Geography:
Russia, Ukraine, and Middle East

57. How Violent Conflicts Impact Women in Oil-Producing Niger Delta Communities: A Policy Perspective

Author:
Onyinyechukwu Durueke
Publication Date:
02-2022
Content Type:
Policy Brief
Institution:
Social Science Research Council
Abstract:
This policy brief focuses on how women are affected by violent conflicts in the oilproducing Niger Delta region of Nigeria, including the coping mechanisms women victims adopt in conflict-affected communities. It draws on the findings of fieldbased research on the experiences of women in the aftermath of the military invasions of Odi1 and Gbaramatu,2 the leadership tussle in Rumuekpe,3 communal/ intra-ethnic conflict in K-Dere and B-Dere,4 communal conflict with a multinational oil corporation in Evwreni,5 and electoral violence in Imiringi. This brief also makes recommendations for addressing gender-based violence in the region.
Topic:
Energy Policy, Oil, Natural Resources, Women, Violence, and Gender
Political Geography:
Africa and Niger

58. EU – Pacific Talks: H2 – Hydrogen Hype

Author:
David Plhák
Publication Date:
03-2022
Content Type:
Special Report
Institution:
Europeum Institute for European Policy
Abstract:
Czechia is in many respects similar to Japan in its limited ability to rely fully on renewables. It is therefore in the interest of Czechia to increase hydrogen imports and its use in the energy mix. In order to ensure a steady supply of hydrogen the gas system operators of Czechia, Slovakia, Ukraine, and Germany launched in 2021 joined initiative to create a Central European Hydrogen corridor in an effort to create a supply of hydrogen from Ukraine. Unfortunately, given the Russian aggression on Ukraine, this project must be stopped, until Ukraine will be free of war again.
Topic:
Climate Change, Energy Policy, European Union, Economy, and Hydrogen
Political Geography:
Japan, Ukraine, Germany, Asia-Pacific, Slovakia, European Union, and Czechia

59. Present Danger: Nuclear Power Plants in War

Author:
Henry Sokolski
Publication Date:
10-2022
Content Type:
Working Paper
Institution:
Nonproliferation Policy Education Center
Abstract:
After Russia’s unprecedented seizure of Ukraine’s nuclear plant at Zaporizhzhya, the United States needs to adjust its military planning and policies to cope with hostile military forces’ targeting, seizure, and garrisoning of armed forces at large operating nuclear plants and clarify its policies regarding possible US targeting of such plants. This article is the first to analyze these concerns. It compares Russia’s assaults with previous strikes against research reactors and nonoperating nuclear plants in the Middle East and clarifies what new military measures and policies will be needed to cope with military operations against large, operating nuclear plants. US Army and Pentagon officials, as well as military and civilian staff, will discover ways to mitigate and reduce future military harm to civilians in war zones and understand the operational implications of military assaults on and seizures of civilian nuclear facilities.
Topic:
Energy Policy, Military Strategy, Nuclear Power, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

60. EU in Search of a WTO-Compatible Carbon Border Adjustment Mechanism

Author:
Cecilia Bellora and Lionel Fontagné
Publication Date:
05-2022
Content Type:
Working Paper
Institution:
Centre d'Etudes Prospectives et d'Informations Internationales (CEPII)
Abstract:
To meet the targets of the EU’s ”Fit for 55” package, the European Commission proposes to implement a Carbon Border Adjustment Mechanism (CBAM). The CBAM is firstly intended to avoid carbon leakages, but it also deals with the thorny issue of the compliance by European producers in carbon-intensive industries. In addition, its design, as voted by the European Council on March 15, 2022, questions the compatibility of the CBAM with World Trade Organization (WTO) rules. The CBAM puts a price on carbon contained in imported products whose production-related emissions have not been taxed (or not at the same level as in the European Union) by the exporter country, in order to offset the difference in carbon prices at the border. This paper aims to quantify the economic and environmental impacts of different CBAM design choices with the aim of complying with WTO rules. Different from the previous literature, we evaluate the various options with a dynamic general equilibrium model featuring imperfect competition, global value chains, green-house gas emissions and endogenous price of emission quotas. We show that CBAM is effective in reducing carbon leakages. But its design leads to an increase in the price of carbon quotas in the European Emission Trading System (ETS) market. Losses in competitiveness on export markets are expected, also for downstream sectors not covered by the EU ETS nor the CBAM. Eventually, offsetting the difference in carbon prices at the border comes at a cost to the enforcing jurisdiction, suggesting that the CBAM was not designed as a beggar-thy-neighbour policy.
Topic:
Energy Policy, International Trade and Finance, Regional Cooperation, European Union, Carbon Emissions, WTO, and Green Transition
Political Geography:
Europe

61. A Stabilizing Factor: Oman’s Quiet Influence amid Mounting Uncertainty in the Gulf

Author:
Jeonardo Jacopo Maria Mazzucco
Publication Date:
12-2022
Content Type:
Policy Brief
Institution:
The Washington Institute for Near East Policy
Abstract:
Based on its sound reputation as a conflict mediator and talks facilitator, Oman is well-positioned to tone down flaring rivalries in the Gulf and prevent tensions from spiraling out of control. After a timid thawing of tensions, the Gulf region is witnessing a renewed phase of uncertainty. Despite being a skillful master at navigating turbulent waters, Oman is eyeing the revamping of tensions in its immediate neighborhood with growing apprehension. The failed attempts to review the Joint Comprehensive Plan of Action (JCPOA), the revamping of Iran’s outward-looking incendiary rhetoric as well as localized military retaliations amid recent mass protests, and the failure to extend the U.N.-brokered ceasefire in Yemen do not bode well for the region’s precarious stability. Muscat has a vested interest in preventing at-sea incidents from escalating and harsh infighting among rival Yemeni factions from reaching alarming proportions, especially given its coasts looking out on the Strait of Hormuz and much of its southwestern frontier bordering Yemen.
Topic:
Security, Foreign Policy, Diplomacy, Energy Policy, and Political stability
Political Geography:
Iran, Middle East, Oman, and Gulf Nations

62. Beijing Makes a Big Long-term Bet on Nuclear Power

Author:
John Van Oudenaren
Publication Date:
08-2022
Content Type:
Journal Article
Journal:
China Brief
Institution:
The Jamestown Foundation
Abstract:
Last fall, China suffered extensive power outages due to a combination of surging electricity demand and tight supply. A confluence of factors contributed to the energy supply shortage, but nearly all traced back to China’s struggle to manage its overdependence on coal for power generation: rising global coal prices; shuttering of old power plants as part of a push to enhance energy efficiency; emission-reduction efforts; an “unofficial” embargo on Australian coal imports due to geopolitical strife between Beijing and Canberra; and disparities in government price controls (power plants must purchase coal at market rates, but consumer prices are set in a narrow band) that incentivized plants to cease or slow operations rather than produce electricity at a financial loss (Caixin, October 12, 2021; Zaobao, July 14). In 2022, China has avoided a replay of last year’s energy crunch despite the supply shocks in the energy markets induced by the Ukraine conflict by increasing domestic coal production, exploiting the opportunity to import Russian oil and coal at discounted rates and continuing to steadily increase its renewable energy capacity. Boosting domestic coal production has been particularly essential to meet demand. This month, the National Energy Administration (NEA) reported that during the second quarter, China’s raw coal output rose 10 percent year-on-year, which the NEA highlighted as particularly noteworthy given it came on the basis of 16 percent growth in coal output in the same quarter last year (NEA, August 2). Another mitigating factor for China on the energy front has been heavy spring rainfall in many areas of the country that has increased hydropower output over 20 percent in the first half of this year—a substantial boost as hydroelectricity already accounts for about 15 percent of China’s overall energy mix (NEA, August 2; Global Times, May 5).
Topic:
Energy Policy, Bilateral Relations, Nuclear Power, and Geopolitics
Political Geography:
China, Asia, and United States of America

63. Expert Voices: Wayne Ackerman

Author:
Wayne Ackerman
Publication Date:
02-2022
Content Type:
Video
Institution:
Middle East Institute (MEI)
Abstract:
Interview series featuring experts and advisors from MEI's Economics and Energy Program.
Topic:
Economics and Energy Policy
Political Geography:
Middle East

64. Energy and Geo-Economics: Evidence Underpinning Russian Intervention in Syria

Author:
Nada El Abdi
Publication Date:
01-2021
Content Type:
Journal Article
Journal:
Journal of Liberty and International Affairs
Institution:
Institute for Research and European Studies (IRES)
Abstract:
Since September 2015 and the Russian military intervention in the country, the interests in Syria have been numerous and of great importance for the actors involved in this conflict. The interests in Syria are numerous and of great importance for the actors involved in this conflict. Russia, like the Allies and opponents of the Bashar Al-Assad regime, is fighting for geopolitical, geo-economic, or ideological reasons. The Middle East region finds itself shaken by the sharp resurgence of a confrontation between actors allied to the United States, other allies of Russia, and this Syrian crisis thus impacts the geopolitical configuration of the region. This paper presents an analysis of the Russian intervention strategy in Syria. We argue that Russia intervened in Syria to strengthen the already existing Russian-Syrian alliance, to curb extremist proliferation, and to take advantage of Syria's strategic position. The objective is to determine the reasons for the Russian military intervention in Syria related to energy and geo-economic interests. The Russian intervention in Syria was an ideal opportunity to draw closer to several powerful states in the region and a way to benefit from positive spin-offs on its arms market and hydrocarbon road plans. Despite the risks and costs associated with defending the Syrian regime, Moscow has secured its political and economic power in the Middle East.
Topic:
Economics, Energy Policy, Geopolitics, Military Intervention, and Syrian War
Political Geography:
Russia, Eurasia, Middle East, and Syria

65. Winter Coal Shortages Reveal Chinese Energy Vulnerabilities

Author:
Elizabeth Chen
Publication Date:
01-2021
Content Type:
Policy Brief
Institution:
The Jamestown Foundation
Abstract:
Amid the coldest winter recorded since 1966, provinces across the People’s Republic of China (PRC) struggled with the worst electrical blackouts seen in nearly a decade (OilPrice, January 8). More than a dozen cities across Zhejiang, Hunan, Jiangxi, Shaanxi, Inner Mongolia, and Guangdong provinces imposed limits on off-peak electricity usage in early December, affecting city infrastructure and factory production. Analysts expect power shortages to persist through at least mid-February (SCMP, December 23, 2020). Officials have repeatedly assured the public that residential heating would not be affected and that China’s electrical supply remained “stable” and “sufficient,” even as energy spot prices continued to rise into the new year.
Topic:
Energy Policy, Services, Electricity, and Coal
Political Geography:
China and Asia

66. Indigenous Peoples and Climate Justice in the Arctic

Author:
Shaugn Coggins and James D. Ford
Publication Date:
02-2021
Content Type:
Special Report
Institution:
Georgetown Journal of International Affairs
Abstract:
Arctic regions are experiencing transformative climate change impacts. This article examines the justice implications of these changes for Indigenous Peoples, arguing that it is the intersection of climate change with pronounced inequalities, land dispossession, and colonization that creates climate injustice in many instances.
Topic:
Climate Change, Energy Policy, Environment, Poverty, Culture, Income Inequality, Justice, Indigenous, and Sustainability
Political Geography:
Arctic

67. Lake Chad: Another Protracted Crisis in the Sahel or a Regional Exception?

Author:
Bernardo Venturi and Luca Barana
Publication Date:
03-2021
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
Common narratives on the Lake Chad Basin often focus on the nexus between conflict, development and climate change. In particular, the Lake’s situation attracts international coverage due to its shrinking size and the threat of multiple crises emanating from environmental degradation. This framework appears useful for donors and local governments, but the feedback loops among climate change, social marginalisation and conflict are not as straightforward. The problem is that the dominance of this analytical framework calls for policy response tools that are not always adequate. In the security field, the role of the Multinational Joint Task Force has been growing, but a stronger push in the sphere of governance is needed in order for it to gain legitimacy and improve its effectiveness on the ground. In the meantime, the Lake Chad Basin Commission has adopted some key policy tools to manage the natural resources in the area sustainably, but these initial steps must be followed by greater investment from Commission member states to advance implementation. An integrated regional approach remains the best way forward to tackle these complex dynamics. Paper prepared in the framework of the project “Water diplomacy and culture of sustainability. The Chad Basin”.
Topic:
Climate Change, Energy Policy, Natural Resources, Water, and Regional Integration
Political Geography:
Africa, Nigeria, Chad, Sahel, and Niger

68. Natural Gas in South-east Asia: Key Trends and Long-term Outlook

Author:
Luca Franza and Beni Suryadi
Publication Date:
05-2021
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
Given the increasing gas demand and declining domestic supply, countries in South-east Asia are bracing themselves to become net gas importers and are studying ways to enhance their security of supply. LNG will be the preferred source of gas, thanks to its flexibility and widespread availability at competitive prices in global markets. However, concerns related to excessive gas import dependency might reduce appetite for additional gas usage in South-east Asia. This could mean that coal would have a larger role, which is bad news for climate change. Countries in the ASEAN region need policies to achieve balanced, reliable, secure and cost-effective energy supply, a pre-requisite for the region’s ambitious economic development plans. A combination of solid local policies, investment by international players in the region and stability in global gas markets would enable gas to play a positive role in South-east Asia, which is a fast-growing region and an increasingly important catalyst of global energy market developments. Paper prepared in the framework of the IAI-Eni Strategic Partnership, May 2021.
Topic:
Climate Change, Energy Policy, Natural Resources, Gas, and ASEAN
Political Geography:
Asia and Southeast Asia

69. G20, COP26 and the Climate Emergency: Insights from Italian Public Opinion

Author:
Margherita Bianchi and Giulia Gozzini
Publication Date:
11-2021
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
Climate change is increasingly understood as the defining challenge of our times. Multiple polls underscore the extent to which citizens and government elites are united in identifying the climate emergency as the primary threat to human wellbeing and development. While prescriptions to tackle the climate crisis may diverge, the pandemic has increased the imperative to make human development and economic growth more responsive to the environment and natural ecosystems. Amidst promises to “build back better” in the wake of Covid-19, much anticipation is understandably being directed at the COP26 summit in Glasgow, that began on 1 November, one day after the conclusion of the G20 Rome summit.
Topic:
Foreign Policy, Climate Change, Energy Policy, United Nations, Natural Resources, and Public Opinion
Political Geography:
Europe and Italy

70. Crowdsourcing for Climate-Smart Agriculture: Insights from the Bolivian Andes

Author:
Rafael Lindemann Taborga
Publication Date:
11-2021
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
The vast majority of family and smallholder farmers in developing countries do not have access to locally relevant weather forecasts, undermining their capacity to adapt to climate change. Anticipating climate related risks reduces farmers’ vulnerability as they can plan ahead and limit the damage caused by storms, extreme temperatures, pests and other weather-related events. A recent pilot experiment in the Bolivian Andes – run by a consortium of international and national non-profit organisations, research centres and Bolivia’s productive development bank – found that encouraging smallholder farmers to crowdsource agro-climatic information enhances the accuracy of local weather forecasts, increasing their adoption of climate-smart practices. As a cost-effective system, crowdsourcing can be harnessed to broaden the coverage of agro-climatic information services, while enhancing their local relevance by responding to actual needs. The basic principle of crowdsourcing is that of outsourcing a task traditionally performed by a designated agent to individuals, groups of people or a platform that share a common goal. Encouraging smallholder farmers to utilise technology to send reports from their farmlands fosters a sense of ownership and collaboration, thereby favouring forms of collective knowledge production and sharing.
Topic:
Agriculture, Climate Change, Energy Policy, Natural Resources, and Digital Policy
Political Geography:
Bolivia and United States of America

71. The Venezuelan Oil Industry Collapse: Economic, Social and Political Implications

Author:
Rafael Ramírez
Publication Date:
11-2021
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
Venezuela’s hydrocarbons industry has completely collapsed. Seven years of mismanagement and political purges, the dismantling of Petróleos de Venezuela S.A.’s (PDVSA) managerial structures and deviations in longstanding company policy implemented by the government of Nicolás Maduro since 2014 have undermined the sector and destabilised the national economy.
Topic:
Climate Change, Energy Policy, Oil, Natural Resources, Economy, and Industry
Political Geography:
Venezuela, North America, and United States of America

72. 2023: Turning Moment for European Energy Policy toward Balkans and the European Promotion of the Rule of Law

Author:
Aleksandar Kovacevic
Publication Date:
09-2021
Content Type:
Policy Brief
Institution:
Institute for Development and International Relations (IRMO)
Abstract:
The year 2023 is likely to bring congruence of events that may cause a “perfect storm” of breaking down security of energy supply, fragile political stability in the Balkans and its unsustainable social contract. As the region grows fragmented from mid-1960’s till nowadays, very few economic forces remain the EU than among themselves. The terms of trade favor imports against exports. After 20 years of infrastructure development and integration efforts, with support of donors and creditors, despite small improvements; Logistic Performance Index (LPI) for the Balkan countries remains slightly over half of best performers such as Germany. Port resources in place that may cause such impact to entire region in the given moment of time. Cross border trade in goods and services is negligibly small. Countries trade more with the rest of are not allocated in line with the commercial practice. That is not good enough for the region that links Mediterranean with the landlocked Danube area. Travel time along major railway routes (Zagreb – Belgrade or Belgrade -Bar) are twice longer than during 1980’s. Belgrade Port, that is the key destination for transport with all sea ports in the region is constrained by the city planning and kept below minimum throughput to be reported in European inland port statistics. Croatia, Montenegro or Albania, are hardly in position to engage into trade as their ports operate far below competitive thresholds. The transactions are prohibitively expensive.
Topic:
Energy Policy, International Cooperation, Infrastructure, European Union, and Rule of Law
Political Geography:
Europe and Balkans

73. The Balkan Kettle: Russia’s policy towards the Balkans

Author:
Bogusław Jagiełło
Publication Date:
09-2021
Content Type:
Journal Article
Journal:
Security and Defence Quarterly
Institution:
War Studies University
Abstract:
The purpose of this article is to identify the policy orientations of Russia in the Balkans. The historical aspects of Russia’s political and cultural ties with the Balkan region and Russia’s policy towards the Balkans during the USSR period will feature. As the Balkans are an important factor in Russia’s geopolitical game to retain influence in Europe, the author analyses Russia’s contemporary policy in the Balkans, its interests and the measures taken to achieve its specific goals. It can be concluded that Russian involvement in some Balkan countries is exhausting the elements of a hybrid war. Two possible models of geopolitical behaviour in relation to Russia can be distinguished. The first is to continue trying to stay as far away from Russia, the second is to build effective mechanisms for socioeconomic cooperation. It can be implied that Russia will not hesitate to repeat the hybrid war scenario from Ukraine in order to maintain its political influence in the region. Only the EU returning to a consistent policy of enlargement involving the Balkan countries and the economic strengthening of the Member States from the Balkan region can weaken Russia’s political influence in the region.
Topic:
Energy Policy, Politics, Religion, History, and Regional Integration
Political Geography:
Russia, Europe, and Balkans

74. Transnational Threats (Syllabus Resource)

Author:
Georgetown Journal of International Affairs
Publication Date:
02-2021
Content Type:
Special Report
Institution:
Georgetown Institute for Women, Peace and Security (GIWPS)
Abstract:
The following is material to consider for your syllabus. Specifically, there is: Climate Change and Environment, Displacement, Energy Policy and Security, Global Health Security and Pandemics, Globalization and Demographic Trends, Water Politics and Water Scarcity. Scholarly writing on transnational threats written by diverse scholars and experts. Scholarly writing providing geographic variety and geographically varied perspectives. Studies and analyses examining diversity, equity and inclusion-related dimensions of transnational threats.
Topic:
Security, Climate Change, Demographics, Energy Policy, Environment, Globalization, Water, Displacement, Pandemic, and Global Health
Political Geography:
Global Focus

75. Stealing the Genie from the Lamp: The Politics of Energy and Justice in Canada

Author:
Lauren Kathryn Johnson
Publication Date:
05-2021
Content Type:
Journal Article
Journal:
Journal of Public and International Affairs (JPIA)
Institution:
School of Public and International Affairs (SPIA), Princeton University
Abstract:
As countries across the world intensify their commitments to mitigating the worst effects of climate change, activists, scholars, and regular citizens are demanding more from this transition than the mere substitution of fossil fuels with low-carbon forms of energy. Increasingly, many call for an energy system that better distributes the benefits that energy provides and more fairly spreads the costs that its production and use creates. However, it is not only those seeking to right past inequities that call for a just transition: justice is a rhetorical device that opponents of the clean energy transition can use to slow its progress. This paper will engage with the conflicting roles that various actors’ sense of justice plays in Canada’s transition to a decarbonized economy. First, it will consider how opposition to Canada’s carbon price was fueled by a sentiment that it would unjustly destroy an industry that many Canadians depend on for employment. The following section explores how the strategic use of energy democracy, or the involvement of people in the decision-making and ownership of clean energy infrastructure, could build political will for the clean energy transition across Canada. This paper ultimately argues that by designing this transition so that it directly benefits as many Canadians as possible, and ensuring that every citizen understands those benefits, Canadian decision-makers can fortify climate policies to withstand false claims and perceptions of injustice.
Topic:
International Relations, Climate Change, Energy Policy, Economic Policy, and Justice
Political Geography:
Canada and North America

76. Illicit Financial Flows Risk Factors in Uganda's Oil and Gas Sector

Author:
D. Ngabirano, Onesmus Mugyenyi, J. Muhindo, and P. Lamunu
Publication Date:
02-2021
Content Type:
Working Paper
Institution:
Advocates Coalition for Development and Environment (ACODE)
Abstract:
Illicit Financial Flows (IFFs) are becoming a real challenge to resource mobilisation for financing development in Uganda and Africa at large. This fact sheet highlights the challenge of illicit financial flows, proposes mechanisms that can minimise the vice and makes a call for action to address the challenge.
Topic:
Energy Policy, Oil, Gas, Risk, and Illegal Trade
Political Geography:
Uganda and Africa

77. Securitized Referent Objects in Brazilian Defence Documents: Natural Resources, Critical Infrastructure and Energy Security

Author:
Henry Iure de Paiva Silva and Augusto W.M. Teixeira Junior
Publication Date:
01-2021
Content Type:
Journal Article
Journal:
Contexto Internacional
Institution:
Institute of International Relations, Pontifical Catholic University of Rio de Janeiro
Abstract:
How do Brazil’s defence documents incorporate natural resources and critical infrastruc- ture as political and strategic components of the national energy security framework? After present- ing the contemporary international landscape on the subject, which is marked by rising powers and geopolitics, the paper explains the theory and the conceptual foundations that support the claim of a securitization movement on natural resources and critical infrastructure that relates to energy se- curity in response to the absence of existential threats to Brazil. Following this effort, the text reflects upon and analyses how the matter has developed from 2005 to 2016 in Brazilian defence policies and in national defence strategies. By applying securitization theory to the case study, the final re- marks imply the need for a reflection on the importance of incorporating the geopolitics of natural resources and critical infrastructure related to energy security in defence thinking.
Topic:
Security, Defense Policy, Energy Policy, Natural Resources, and Infrastructure
Political Geography:
Brazil and South America

78. Putting in Check the Brazilian Moves in the Climate Chessboard

Author:
Thauan Santos and Luan Santos
Publication Date:
01-2021
Content Type:
Journal Article
Journal:
Contexto Internacional
Institution:
Institute of International Relations, Pontifical Catholic University of Rio de Janeiro
Abstract:
This paper discusses Brazil’s role in climate governance, methodologically and metaphor- ically comparing it to chess pieces moves, based on national and regional official documents, com- mitments and data. Unlike other IR studies, our proposal suggests different behaviours at different levels of analysis for the same country. Nationally, the country played the role of pawn. Regionally, there is no unitary behaviour: in international cooperation (carbon pricing case), it moves like a queen; in the regional integration process (energy integration case), like a king. The current scenario raises doubts about these roles, suggesting that Brazil has been presenting an increasingly moderate and conservative behaviour in the past years.
Topic:
Climate Change, Energy Policy, Environment, International Cooperation, and Carbon Emissions
Political Geography:
Brazil and South America

79. Uncertain prospects for sovereign wealth funds of Gulf countries

Author:
Julien Maire, Adnan Mazarei, and Edwin M. Truman
Publication Date:
02-2021
Content Type:
Policy Brief
Institution:
Peterson Institute for International Economics
Abstract:
Among the best-known sovereign wealth funds (SWFs)—government-owned or controlled investment vehicles—are those funded by hydrocarbon revenues in the member economies of the Gulf Cooperation Council (GCC), which comprises all the Arab countries in the Persian Gulf except Iraq, namely Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. This Policy Brief compares the GCC SWFs with each other and with other funds in terms of their transparency and accountability on the fifth SWF scoreboard, available here. Several factors, including the decline in oil prices in recent years, have slowed the growth of the GCC’s SWFs. This slower growth could further diminish their governance and transparency standards, which are already weaker than those of other SWFs. Efforts to improve their governance and accountability will be important to garner public support for these SWFs.
Topic:
Energy Policy, Government, Markets, Governance, Regulation, and Capital Flows
Political Geography:
Middle East and Gulf Nations

80. Commercialisation contracts: European support for low-carbon technology deployment

Author:
Ben McWilliams and Georg Zachmann
Publication Date:
07-2021
Content Type:
Policy Brief
Institution:
Bruegel
Abstract:
Many of the technologies that can help the European Union become a net-zero emissions economy by 2050 have been shown to work but are not yet commercially competitive with incumbent fossil-fuel technologies. There is not enough private investment to drive the deployment of new low-carbon alternatives. This is primarily because carbon prices are neither high enough nor stable. There are a number of benefits from the deployment of low-carbon technologies that private firms do not factor in. These include the benefits of decreasing industry-wide costs over time, and the global climate benefits from the development of low-carbon technologies within the EU that can subsequently be exported. The result is an investment level below the socially optimal value in the EU. Commercialisation contracts could be implemented as a temporary measure to remove the risk associated with uncertain carbon prices for ambitious low-carbon projects. The aim of the contracts would be to increase private investment to the socially optimal level. Contracts would be allocated through auctions in which fixed prices for abated emissions over a fixed duration would be agreed on a project-by-project basis. On an annual basis, public subsidies amounting to the difference between the agreed carbon price and the actual EU carbon price would be provided to investors, depending on the total carbon emissions abated. As long as EU carbon prices are low, investors would receive larger subsidies to ensure their competitiveness. Contracts would be auctioned at EU level. This would generate increased competition compared to national auctions, leading to more efficient outcomes and preventing fragmentation of the single market. From about €3 billion to €6 billion would be provided to the main industrial emitting sectors annually, with the amount reducing as the EU carbon price rises and low-carbon technologies become competitive without subsidy.
Topic:
Climate Change, Energy Policy, Science and Technology, Investment, Trade, Carbon Emissions, and Decarbonization
Political Geography:
Europe

81. Navigating through hydrogen

Author:
Ben McWilliams and Georg Zachmann
Publication Date:
04-2021
Content Type:
Policy Brief
Institution:
Bruegel
Abstract:
Hydrogen is seen as a means to decarbonise sectors with greenhouse gas emissions that are hard to reduce, as a medium for energy storage, and as a fallback in case halted fossil-fuel imports lead to energy shortages. Hydrogen is likely to play at least some role in the European Union’s achievement by 2050 of a net-zero greenhouse gas emissions target. However, production of hydrogen in the EU is currently emissions intensive. Hydrogen supply could be decarbonised if produced via electrolysis based on electricity from renewable sources, or produced from natural gas with carbon, capture, and storage. The theoretical production potential of low-carbon hydrogen is virtually unlimited and production volumes will thus depend only on demand and supply cost. Estimates of final hydrogen demand in 2050 range from levels similar to today’s in a low-demand scenario, to ten times today’s level in a high-demand scenario. Hydrogen is used as either a chemical feedstock or an energy source. A base level of 2050 demand can be derived from looking at sectors that already consume hydrogen and others that are likely to adopt hydrogen. The use of hydrogen in many sectors has been demonstrated. Whether use will increase depends on the complex interplay between competing energy supplies, public policy, technological and systems innovation, and consumer preferences. Policymakers must address the need to displace carbon-intensive hydrogen with low-carbon hydrogen, and incentivise the uptake of hydrogen as a means to decarbonise sectors with hard-to-reduce emissions. Certain key principles can be followed without regret: driving down supply costs of low-carbon hydrogen production; accelerating initial deployment with public support to test the economic viability and enable learning; and continued strengthening of climate policies such as the EU emissions trading system to stimulate the growth of hydrogen-based solutions in the areas for which hydrogen is most suitable.
Topic:
Climate Change, Energy Policy, European Union, Carbon Emissions, Decarbonization, and Hydrogen
Political Geography:
Europe and Global Focus

82. A whole-economy carbon price for Europe and how to get there

Author:
Ottmar Edenhofer, Mirjam Kosch, Michael Pahle, and Georg Zachmann
Publication Date:
03-2021
Content Type:
Policy Brief
Institution:
Bruegel
Abstract:
Putting carbon pricing at the centre of the EU climate policy architecture would provide major benefits. Obtaining these benefits requires a uniform, credible and durable carbon price – the economic first-best solution, however, several preconditions required to attain this solution are not yet met. This paper proposes a sequenced approach to ensure convergence of the policy mix on the first-best in the long run.
Topic:
Climate Change, Energy Policy, European Union, Carbon Tax, and Carbon Emissions
Political Geography:
Europe

83. The geopolitics of the European Green Deal

Author:
Mark Leonard, Jeremy Shapiro, Jean Pisani-Ferry, Simone Tagliapietra, and Guntram B. Wolff
Publication Date:
02-2021
Content Type:
Policy Brief
Institution:
Bruegel
Abstract:
The European Green Deal is a plan to decarbonise the EU economy by 2050, revolutionise the EU’s energy system, profoundly transform the economy and inspire efforts to combat climate change. But the plan will also have profound geopolitical repercussions. The Green Deal will affect geopolitics through its impact on the EU energy balance and global markets; on oil and gas-producing countries in the EU neighbourhood; on European energy security; and on global trade patterns, notably via the carbon border adjustment mechanism. At least some of these changes are likely to impact partner countries adversely. The EU needs to wake up to the consequences abroad of its domestic decisions. It should prepare to help manage the geopolitical aspects of the European Green Deal. Relationships with important neighbourhood countries such as Russia and Algeria, and with global players including the United States, China and Saudi Arabia, are central to this effort, which can be structured around seven actions: Help neighbouring oil and gas-exporting countries manage the repercussions of the European Green Deal. The EU should engage with these countries to foster their economic diversification, including into renewable energy and green hydrogen that could in the future be exported to Europe. Improve the security of critical raw materials supply and limit dependence, first and foremost on China. Essential measures include greater supply diversification, increased recycling volumes and substitution of critical materials. Work with the US and other partners to establish a ‘climate club’ whose members will apply similar carbon border adjustment measures. All countries, including China, would be welcome to join if they commit to abide by the club’s objectives and rules. Become a global standard-setter for the energy transition, particularly in hydrogen and green bonds. Requiring compliance with strict environmental regulations as a condition to access the EU market will be strong encouragement to go green for all countries. Internationalise the European Green Deal by mobilising the EU budget, the EU Recovery and Resilience Fund, and EU development policy. Promote global coalitions for climate change mitigation, for example through a global coalition for the permafrost, which would fund measures to contain the permafrost thaw. Promote a global platform on the new economics of climate action to share lessons learned and best practices.
Topic:
Climate Change, Energy Policy, European Union, and Geopolitics
Political Geography:
Europe

84. Small states’ security strategies need an international energy dimension: What can be learned from the Danish Nord Stream and Baltic Pipe negotiations?

Author:
Trine Villumsen Berling
Publication Date:
05-2021
Content Type:
Policy Brief
Institution:
Danish Institute for International Studies (DIIS)
Abstract:
Denmark encountered a number of unforeseen obstacles when negotiating the Nord Stream and Baltic Pipe gas pipelines, and the country ended up standing exposed and alone. A better politics of energy alliances and better strategic preparation are key lessons for small states like Denmark when dealing with the problematic combination of security and energy. RECOMMENDATIONS: Small states should include energy in strategic documents pertaining to foreign and security policies, as energy is a tool in the security toolbox of the great powers. Self-sufficiency in energy does not mean that a country is shielded from the dynamics of international energy. Small states should strive to build enduring political alliances focused on energy. Small states should prioritise sending experts to the NATO Centre of Excellence for Energy Security in order to stay on top of the international security situation concerning energy.
Topic:
Security, Foreign Policy, Defense Policy, Energy Policy, Environment, Oil, Natural Resources, European Union, Gas, and Minerals
Political Geography:
Europe, Denmark, and Baltic States

85. The Geopolitics of Renewable Hydrogen

Author:
Nicola De Blasio and Fridolin Pflugmann
Publication Date:
05-2021
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
The transition to a low-carbon energy system will likely shake up the geopolitical status quo that has governed global energy systems for over a century. Policymakers need to rethink the role their country could play in a new energy world. Renewables are widely perceived as an opportunity to shatter the hegemony of fossil fuel-rich states and democratize the energy landscape. Virtually all countries have access to some renewable energy resources (especially solar and wind power) and could thus substitute foreign supply with local resources. Our research shows, however, that the role countries are likely to assume in decarbonized energy systems will be based not only on their resource endowment but also on their policy choices. Renewable hydrogen is enjoying growing political and commercial momentum as a versatile and sustainable energy carrier with the potential to play a key role in the global transition to a low-carbon economy; and it is often described as the ‘missing link’ in global decarbonization—especially for energy intensive sectors where emissions are hard to abate and electrification is not the preferred solution, such as steel production, high-temperature industrial heat, shipping, aviation, and heat for buildings. But making renewable hydrogen a significant part of the world’s future energy mix will require defining new and innovative national and international policies while developing appropriate market structures aimed at spurring innovation along value chains; scaling technologies while significantly reducing costs; and deploying enabling infrastructure at scale. Success is possible, but this transformational effort will require close coordination between policy, technology, capital, and society to avoid falling into the traps and inefficiencies of the past. Renewable hydrogen can be used for both mobility and stationary applications. As a sustainable mobility energy carrier, it can power fuel-cell electric vehicles or be the base for synthetic fuels. In stationary applications, it can be used to store renewable energy, both at utility scale or off-grid, providing backup to intermittent renewable energy sources and serving as a carbon-free heating source. From a geopolitical perspective, whether future renewable hydrogen energy systems will be as concentrated as today’s oil and gas supply or decentralized like renewables is strongly related to future market structures, technology, and enabling infrastructure availability.
Topic:
Security, Energy Policy, Science and Technology, Geopolitics, Renewable Energy, and Hydrogen
Political Geography:
Global Focus

86. China: The Renewable Hydrogen Superpower?

Author:
Nicola De Blasio and Fridolin Pflugmann
Publication Date:
05-2021
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
President Xi Jinping’s pledge during the 2020 United Nations General Assembly, that China would reach peak carbon dioxide emissions by 2030 and achieve carbon neutrality before 2060, is a significant step in the fight against climate change. Since China is the world’s top contributor of greenhouse gases, there is no doubt that Beijing needs to be front and center of any effort to curb global emissions. In 2019, China accounted for almost 30 percent of global emissions, about twice as much as the second largest emitter, the United States.1 But while U.S. emissions have been on an overall decline since 2007,2 China’s have increased, raising concerns over whether Beijing can actually deliver on its targets. This reality should not distract from the fact that China is also the world’s top developer of renewables and other clean energy technologies. For example, China was the world’s largest installer of photovoltaics (PV) by 2013 and, in less than two years, also became the global leader in solar module manufacturing. At the same time, China leveraged its industrial might and economies of scale to drive down modules’ costs—which, by the end of 2018, were 90 percent lower than only ten years before. In this context, renewable hydrogen could significantly accelerate China’s transition to a low-carbon economy, increasing the likelihood of meeting its carbon neutrality goal. Renewable hydrogen offers significant advantages for China. It can help Beijing meet its climate and pollution goals—at a time when coal continues to dominate—while avoiding increased reliance on imported fuels. As a readily dispatchable means of storing energy, hydrogen can help to address intermittency and curtailment issues as renewable energy increases its share of China’s energy mix. As a sustainable mobility energy carrier, it can power fuel-cell electric vehicles or be the base for synthetic fuels. Finally, renewable hydrogen can open new avenues for developing clean technology manufactured goods for both internal and export markets. Today, most of China’s hydrogen is produced from coal via 1,000 gasifiers, accounting for 5% of the country’s total coal consumption. Hydrogen costs vary significantly as a function of production technology and prices of fossil fuels and electricity. Production from coal remains the lowest cost option: about 30 percent cheaper than hydrogen from natural gas. Therefore, reducing the carbon footprint of coal-based hydrogen will be critical in a low-carbon economy. In the medium term, coal-based hydrogen with carbon capture, utilization and storage will likely remain China’s lowest-cost clean hydrogen production pathway. Hence, the underlying question is whether Beijing will prioritize cost considerations or put its full industrial might behind the development and deployment of renewable hydrogen. In March 2019, the Chinese government took a significant step forward by announcing measures to promote the construction of hydrogen facilities for new energy vehicles. Wan Gang, who is known as China’s “father of the electric car,” called for China to “look into establishing a hydrogen society” and “move further toward fuel cells.”3 Given that Gang made a similar call two decades ago on vehicle electrification, which played a key role in China’s current battery electric vehicles market dominance, close attention is warranted.
Topic:
Security, Energy Policy, Environment, Natural Resources, Renewable Energy, and Hydrogen
Political Geography:
China and Asia-Pacific

87. Sustainable Mobility: Renewable Hydrogen in the Transport Sector

Author:
Nicola De Blasio, Charles Hua, and Alejandro Nuñez-Jimenez
Publication Date:
06-2021
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
The transportation sector is the second-largest source of CO2 emissions, after electricity and heat generation, accounting for about 25 percent of global emissions.1 However, it is also one of the most challenging to decarbonize due to its distributed nature and the advantages of fossil fuels in terms of high energy densities, ease of transportation, and storage. Moreover, the degree of difficulty in decarbonizing varies significantly across the sector, making the challenge even more daunting. So far, emissions reduction strategies have focused on improving vehicle and system-wide efficiencies, mode switching, and electrification. The latter is proving relatively easy for smaller vehicles that travel shorter distances and carry lighter loads. However, sector-wide decarbonization pathways will require a transition to low-carbon fuels and the deployment of enabling infrastructure to support innovation at scale. Renewable hydrogen holds promise in sustainable mobility applications, whether by powering fuel-cell electric vehicles (FCEVs) like cars, trucks, and trains or as a feedstock for synthetic fuels for ships and airplanes. Fuel cells convert hydrogen-rich fuels into electricity through a chemical reaction. FCEVs use a fuel cell, rather than a battery, to power electric motors, and operate near-silently and produce no tailpipe emissions. Hydrogen-powered vehicles offer key advantages, including shorter refueling times, longer ranges, and a lower material footprint compared to lithium battery-powered alternatives. However, high costs of ownership and a lack of enabling infrastructure are key challenges that must be addressed through policy support, technological innovation, and financial investment. Hydrogen can complement existing efforts to electrify road and rail transportation and provide a scalable option for decarbonizing shipping and aviation. Figure 1 summarizes the mobility segments for which battery electric vehicles (BEVs), FCEVs, and vehicles running on bio- or hydrogen-based synthetic fuels are most applicable.
Topic:
Energy Policy, Environment, Natural Resources, Renewable Energy, Transportation, and Hydrogen
Political Geography:
Global Focus

88. Hydrogen Deployment at Scale: The Infrastructure Challenge

Author:
Nicola De Blasio, Fridolin Pflugmann, and Henry Lee
Publication Date:
08-2021
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
Clean hydrogen is experiencing unprecedented momentum as confidence in its ability to accelerate decarbonization efforts across multiple sectors is rising. New projects are announced almost every week. For example, an international developer, Intercontinental Energy, plans to build a plant in Oman that will produce almost 2 million tons of clean hydrogen and 10 million tons of clean ammonia.1 Dozens of other large-scale projects and several hundred smaller ones are already in the planning stage. Similarly, on the demand side, hydrogen is gaining support from customers. Prominent off-takers such as oil majors like Shell and bp, steelmakers like ThyssenKrupp, and world-leading ammonia producers like Yara are working on making a clean hydrogen economy a reality. Despite the optimism surrounding clean hydrogen, key uncertainties remain. One of hydrogen’s attractions is that it can provide carbon-free energy in multiple sectors—transport, heating, industry, and electricity generation. But this advantage also creates uncertainties. The infrastructure needed in an economy in which hydrogen is primarily used as a transport fuel is very different from one in which its primary value is as a heating fuel. Today no major hydrogen pipeline networks exist,2 and no liquified hydrogen ships are in commercial operation. There is a true chicken and egg problem. If there is no infrastructure to move hydrogen, will investments in supply and demand happen at the pace needed to meet national decarbonization targets? This challenge raises an even more pressing question: what should be the respective roles of the public and private sectors in deploying enabling infrastructure at scale?
Topic:
Climate Change, Energy Policy, Infrastructure, Renewable Energy, and Hydrogen
Political Geography:
Global Focus

89. Russian energy and grand strategy

Author:
Jakub M. Godzimirski
Publication Date:
01-2021
Content Type:
Policy Brief
Institution:
Norwegian Institute of International Affairs
Abstract:
This Policy Brief presents the most recent data on the performance of the Russian energy sector and discusses its strategic importance in the current setting.
Topic:
Security, Energy Policy, and Grand Strategy
Political Geography:
Russia and Eurasia

90. The Harmonization of Russian and Abkhazian legislations and Its Significance for the Abkhazian Society and Official Tbilisi

Author:
Aleksandre Kvakhadze
Publication Date:
01-2021
Content Type:
Special Report
Institution:
Georgian Foundation for Strategic International Studies -GFSIS
Abstract:
On November 25, 2020, a document titled "Plan of measures for the formation of a common socio-economic space between the Russian Federation and Abkhazia" was published on the government websites of the Russian Federation and internet resources belonging to the unrecognized Abkhazia. The document was signed by Aslan Bzhania, the de facto president of Abkhazia, Alexander Ankvab, the prime minister, and Dimitri Kozak, the deputy head of the Russian presidential administration. The document consists of 45 paragraphs and covers issues such as customs and tax legislation, energy, healthcare, education, social security, economy and real estate. Alongside every paragraph in the document, the relevant responsible agency and the estimated years of its implementation is indicated. Most of the agreement provisions entail the harmonization of the legislations of Russia and Abkhazia. This document is a logical continuation of the recognition of Abkhazia's sovereignty by Russia in 2008, and the subsequent agreements. Notable among these agreements is the 2014 "Alliance and Integration Agreement", which, among many other clauses, includes the transfer of command of Abkhazia's de facto armed forces to the Russian General Staff. The aforementioned document was met with mixed assessment in Abkhazian political circles and media. Inal Khashig, a journalist and editor-in-chief of the “Chegemskaya Pravda” newspaper, positively assesses the prospect of an increase in pensions and budget salaries under the agreement, but is wary of a number of points in the document.
Topic:
Energy Policy, Government, Governance, Legislation, and Society
Political Geography:
Russia, Caucasus, Georgia, and Abkhazia

91. The Three Seas Initiative and Georgia: Perspectives and Challenges

Author:
Grigol Julukhidze
Publication Date:
01-2021
Content Type:
Commentary and Analysis
Institution:
Georgian Foundation for Strategic International Studies -GFSIS
Abstract:
The Three Seas Initiative (3SI) aims to strengthen ties in the region of the wider Central Europe (between the Baltic, Adriatic and Black Seas) which creates a solid foundation for economic development in terms of energy, transport, digital communication and the economy. It was established as a forum for cooperation between 12 countries: Austria, Bulgaria, Croatia, the Czech Republic, Estonia, Lithuania, Latvia, Poland, Romania, Slovakia, Slovenia, and Hungary. The area comprising the countries belonging to the Three Seas Initiative constitutes almost one-third of the total area of the European Union. Over 112 million people live there. The region is experiencing stable economic growth and a limited unemployment rate. The priority for the 3SI is to build a coherent and well-integrated infrastructure in Central Europe which will render the possibility to make up for development lags resulting from historical events. As a result, the infrastructural and economic inequalities of the common European market will be reduced and this will limit the division of the EU into less and more developed areas of integration. The most important added value of the Initiative is the assurance of political support at the highest level of state authorities for investments which have so far been a neglected field of cooperation between the Central European countries. The Three Seas is, therefore, pro-European and complementary to the existing regional cooperation formats (Ministerstwo Spraw Zagranicznych, 2020).
Topic:
Energy Policy, Communications, Infrastructure, and Economic Development
Political Geography:
Poland, Lithuania, Estonia, Bulgaria, Romania, Hungary, Georgia, Croatia, Latvia, Austria, Czech Republic, Slovenia, and Slovakia

92. Energising EU enlargement? The prospects of the Green Agenda for the Western Balkans

Author:
Wouter Zweers, Giulia Cretti, and Kristina Naunova
Publication Date:
05-2021
Content Type:
Policy Brief
Institution:
Clingendael Netherlands Institute of International Relations
Abstract:
With the Green Agenda for the Western Balkans, the 2050 climate neutrality goal of the European Union has been extended to the six countries in South-Eastern Europe that aspire to join the Union. The Green Agenda is a promising tool for fostering climate and energy policy measures in the Western Balkans, a region with high vulnerability to climate change risks and little energy diversification away from coal. But could the Green Agenda also be a catalyst for renewed interest and enhanced political engagement, leading to a much-needed impetus to the EU enlargement process? This policy brief asks how the Green Agenda can work in the interest of both the objective of a climate neutral continent and the EU accession of the Western Balkan countries.
Topic:
Climate Change, Energy Policy, European Union, and Diversification
Political Geography:
Europe, Eastern Europe, and Balkans

93. Stepping up the greenification Policy Brief of the power sector in the Western Balkans

Author:
Luuk Molthof, Giulia Cretti, and Aleksandar Macura
Publication Date:
07-2021
Content Type:
Policy Brief
Institution:
Clingendael Netherlands Institute of International Relations
Abstract:
This Clingendael series ‘The Green Agenda for the Western Balkans’ provides an inside perspective on the EU climate ambitions for the Western Balkan Six (Albania, Bosnia & Herzegovina, Kosovo*, North Macedonia, Montenegro and Serbia) and the challenges ahead. In this second contribution, we analyse the state of affairs with regard to energy diversification and greenification. The energy sector in most Western Balkan countries is characterised by a heavy dependency on coal and outdated production facilities, posing severe environmental challenges to the region. Possessing significant renewable energy potential, the Western Balkan Six (WB6) in theory have good prospects of making a successful energy transition. In terms of natural resources, the region is also well placed as Albania and Serbia possess solid reserves of metals and rare earths that are needed to develop energy transition technologies, such as batteries, smart grids, solar panels and windmills. Yet the transition is hampered by several economic and political factors, such as a highly centralised energy market with only a few large suppliers, dynamics of clientelism and controversial outside investment (such as from China). This policy brief analyses the current challenges that prevent energy diversification and greenification in the region and asks how the recently launched EU Green Agenda for the Western Balkans can address these challenges.
Topic:
Climate Change, Energy Policy, and European Union
Political Geography:
Eastern Europe and Balkans

94. To Bring Emissions-Slashing Technologies to Market, the United States Needs Targeted Demand-Pull Innovation Policies

Author:
Varun Sivaram, Matt Bowen, Noah Kaufman, and Doug Rand
Publication Date:
01-2021
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
President-elect Joe Biden has called climate change one of the four most important crises facing the country and pledged ambitious climate action.[1] At the heart of his strategy to slash US and global emissions is a focus on developing new and improved technologies to make clean energy transitions more affordable. During the campaign, Biden pledged a “historic investment in clean energy innovation.”[2] Indeed, boosting funding for energy research, development, and demonstration (RD&D) is widely popular among both Republicans and Democrats and represents a rare legislative opportunity for advancing climate policy under a razor-thin Democratic majority in Congress.[3] In December 2020, Congress passed the most sweeping energy legislation in a decade, attached to the $900 billion COVID-19 stimulus package, and authorized boosting clean energy RD&D funding.[4] Yet such investments alone may not be sufficient to successfully commercialize critical clean energy technologies. Today’s energy industry presents daunting barriers that impede the swift adoption of newer, cleaner technologies. As a result, the private sector underinvests in scaling up promising technologies and building out clean energy infrastructure.[5] Therefore, in addition to funding energy RD&D (“technology-push” policies), government policies should bolster market demand for clean energy to encourage private investors and firms to scale up and commercialize new technologies (“demand-pull” policies). Still, there are steep political obstacles in the way of many ambitious demand-pull policies. For example, President-elect Biden has called for economywide measures such as a clean electricity standard and $400 billion of public procurement of clean products such as electric vehicles.[6] These policies would create large markets for mass deployment of clean energy and speed a clean energy transition. But enacting them requires substantial new regulations and appropriations from Congress, a challenging feat even given the new Democratic control of both chambers of Congress. Fortunately, there is a set of targeted demand-pull measures that the Biden administration can immediately use—with existing statutory authority and without requiring massive new appropriations—to create early markets for promising clean energy technologies. These measures, which we call “demand-pull innovation policies,” fill a niche between RD&D investments that create new technology options and policies that support the large-scale deployment of clean energy. Demand-pull innovation policies focus narrowly on creating and shaping early markets for emerging technologies. For example, targeted government procurement, prize competitions, or milestone payments can provide early markets for clean energy technologies that have been developed with the aid of public RD&D funding. The government can also coordinate private procurement or otherwise catalyze private market adoption through certification and standard-setting processes. Such demand-pull innovation policies have extremely high leverage and have transformed limited public investment into flourishing private commercial markets across the space, medical, and energy fields.[7] Coherently pursuing demand-pull innovation policies will require coordination across the federal government. To this end, the incoming Biden administration should consider creating a new government office, the Energy Technology Markets Office (ETMO), to spearhead the scale-up and commercialization of promising clean energy technologies. The ETMO could be housed within the Department of Energy (DOE) to take advantage of the DOE’s deep expertise in energy technologies and markets. Indeed, in the recently passed Energy Act of 2020 (Division Z of the Consolidated Appropriations Act of 2021), Congress directed the DOE to build its capabilities to pursue demand-pull innovation policies.[8] In the same legislation, Congress also authorized the DOE’s Office of Technology Transitions, which could alternatively lead the demand-pull innovation agenda. Regardless of whether the administration creates a new office or augments an existing one, in order to maximize their potential impact, demand-pull innovation policies should not be the domain of only the DOE. Rather, the DOE should collaborate with a range of federal agencies—many of which, such as the Department of Defense, have sizable resources to invest in emerging technology procurement—to enact policies and pursue public-private partnerships to build market demand for the innovations critical to decarbonization. In concert with new RD&D investments in clean energy innovation, demand-pull innovation policies could be a powerful tool to speed the adoption of new technologies and cultivate advanced energy industries that can manufacture and export US innovations.
Topic:
Climate Change, Energy Policy, Environment, Science and Technology, Green Technology, and Carbon Emissions
Political Geography:
North America and United States of America

95. Forging a Path Forward on US Nuclear Waste Management: Options for Policy Makers

Author:
Matt Bowen
Publication Date:
01-2021
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Nuclear power is considered in many countries a critical facet to maintaining reliable access to electricity during a global transition to low-carbon energy sources. One challenge to its potential in the United States, however, is the current standstill regarding a disposal pathway for spent nuclear fuel (SNF) from commercial reactors. This impasse has a negative bearing on nuclear energy’s ability to supply more zero-carbon electricity and may cost US taxpayers tens of billions of dollars in government liability for failing to meet contractual obligations to take possession of the waste from utilities. Despite the scientific community assessing that commercial SNF and other high-level radioactive waste (HLW), such as from defense activities, can be safely isolated in deep underground repositories, US efforts to license and operate one have flatlined. The original plan for siting at least two repositories for such waste was abandoned first by DOE and then by Congress. Yucca Mountain in Nevada was designated in law as the nation’s sole potential disposal site by Congress in 1987, fomenting the state’s opposition to the project. As a result of that opposition, Congress has not funded the project since 2010. Still, progress has been made over the last few decades in nuclear waste disposal programs in countries such as Finland, Sweden, and Canada. And the United States has seen the successful opening and operation of the Waste Isolation Pilot Plant in New Mexico to dispose of generally less radioactive but long-lived transuranic nuclear waste from defense activities. Such programs offer insights for how the United States can try to resolve the challenges with commercial nuclear waste disposal and potentially alleviate one obstacle to wider adoption of nuclear energy to decarbonize the US economy. This report, part of wider work on nuclear energy at Columbia University’s Center on Global Energy Policy, explains how the United States reached its current stalemate over nuclear waste disposal. It then examines productive approaches in other countries and a few domestic ones that could guide US policy makers through options for improving the prospects of SNF and HLW disposal going forward
Topic:
Energy Policy, Nuclear Power, and Nuclear Waste
Political Geography:
North America and United States of America

96. Energy Transition Fact Sheet: Pathways to 100% Clean Electricity

Author:
Center on Global Energy Policy
Publication Date:
02-2021
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
In order to decarbonize the US economy at a reasonable cost and on an accelerated timeline, the country needs to both grow and rapidly decarbonize the power sector. This process will require many new technologies that support an affordable, equitable, and achievable transition. Expanding the clean-electricity focus beyond variable renewable technologies to include other types of zero-carbon power—as well as investing in the transmission and distribution grid that delivers this power to communities around the country—will allow the US to build a reliable, secure, and sustainable zero-carbon power system.
Topic:
Energy Policy, Renewable Energy, and Carbon Emissions
Political Geography:
Global Focus

97. The Role of Corporate Renewable Power Purchase Agreements in Supporting US Wind and Solar Deployment

Author:
James Kobus, Ali Narshallah, and Jim Guidera
Publication Date:
03-2021
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
In recent years, many of the world’s biggest corporations, including Google, Facebook, Microsoft, and Apple, have pledged to power their businesses with increasing amounts of renewable energy in order to reduce their carbon footprints and contribute to efforts to address climate change. Such efforts have had an encouraging impact on US power sector decarbonization, with a material and increasing share of US wind and solar deployments now driven by the procurement preferences of corporate customers. The vast majority of corporate procurement of renewable energy has been secured via power purchase agreements (PPAs). Going forward, a wider universe of companies is expected to look to such PPA agreements as a means of contributing to a low-carbon future, raising the question of how substantial these initiatives might be in supporting the overall transition to zero-carbon electricity. Indeed, a number of positive underlying trends are likely to facilitate continued growth in the corporate renewables PPA market. For example, electricity demand in the technology sector continues to grow rapidly, while renewables PPA penetration in the commercial and industrial sectors more broadly remains low, with room to grow. Additionally, expectations of continued declines in the costs of solar and wind technologies are likely to facilitate more procurement. Lastly, US companies are facing increased pressure from customers, employees, and institutional investors to improve their greenhouse gas emissions profiles. At the same time, certain factors may constrain the size of the PPA market, such as market regulations that limit the feasibility of PPAs in certain regions and the need for renewable PPA prices to be competitive relative to wholesale power prices. Scale and creditworthiness requirements can also limit the universe of potential corporate buyers, and the financial risks brought about when signing long-term contracts may further deter some market participants. Finally, companies increasingly have alternative emission reduction mechanisms at their disposal, such as renewables energy credits (RECs), carbon offsets, and green tariff programs. This student-led paper, from the Power Sector and Renewables Research Initiative at Columbia University’s Center on Global Energy Policy, explores the drivers influencing the renewables PPA market and assesses whether these procurement initiatives by nonutility corporations are likely to continue growing in the United States at a rapid enough pace to support power sector deep decarbonization goals. The analysis finds that while robust private sector participation in recent years has been encouraging, the potential market size going forward may be smaller than previously projected, highlighting the need for comprehensive policy frameworks to support power sector decarbonization.
Topic:
Energy Policy, Renewable Energy, Wind Power, and Solar Power
Political Geography:
Global Focus

98. Governance of the Water-Energy-Food Nexus for an Integrated Implementation of the 2030 Agenda

Author:
Srinivasa Reddy Srigiri and Ines Dombrowsky
Publication Date:
01-2021
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
Understanding the conditions for coordination in the WEFNexus is key to achieving the 2030Agenda. We provide a framework for analysing nexus governance from a polycentricity perspective, which can be useful in formulating coherent strategies for the integrated implementation of the SDGs.
Topic:
Energy Policy, United Nations, Water, Food, Governance, and Sustainable Development Goals
Political Geography:
Global Focus

99. Clean Molecules across the Mediterranean: The Potential for North African Hydrogen Imports into Italy and the EU

Author:
Luca Franza
Publication Date:
04-2021
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
Hydrogen is the most promising vector for harnessing North Africa’s largely untapped renewable energy potential. Low-carbon hydrogen produced in North Africa can play an important role in enabling the European Union and Italy to reach their increasingly ambitious decarbonisation targets as a complement to electrification and locally produced renewables. It is estimated that the EU could achieve cost savings by producing at least part of its future renewable energy needs in neighbouring high-yield regions. Italy is set to play a particularly important function as both a gateway and a catalyst for North African hydrogen exports. In turn, North Africa stands to benefit from hydrogen both as a source of revenues and as an instrument of diversification, industrialisation and local economic development. This would in turn improve social resilience, increase political stability, reduce the risk of radicalisation and limit migration flows. Italy has a particularly strong strategic interest in all of these areas, given its geographic location in the Central Mediterranean and marked exposure to social, political and security developments in North Africa. North African hydrogen could also create profitable business opportunities for several Italian companies. In sum, hydrogen can contribute to fighting climate change while preserving positive trade interdependence across the Mediterranean. Strong coordination between the private sector and policy-makers is going to be key to abate costs along the hydrogen value chain and launch successful international hydrogen trade schemes.
Topic:
Energy Policy, European Union, Trade, Imports, and Hydrogen
Political Geography:
Europe, North Africa, Italy, and Mediterranean

100. Oil in the Age of Biden: U.S.-Middle East Energy Relationships Under a New Administration

Author:
Ruba Husari, Samantha Gross, Gerald Feierstein, and Jean-Francois Seznec
Publication Date:
02-2021
Content Type:
Video
Institution:
Middle East Institute (MEI)
Abstract:
One of President Biden's most ambitious campaign promises is centered around American energy policy. Biden has vowed to shift away from a traditional focus in oil toward investments in renewable energy sources. Meanwhile, the oil industry in the Middle East is already facing severe repercussions from the coronavirus pandemic. States like Iraq, Saudi Arabia, and Lebanon are struggling to replace oil revenue, cutting social benefits and worsening social unrest in the process. Oil has been the economic backbone on which the U.S. and nations in the Middle East have built diplomatic relationships and maintained mutual security interests. How will these crucial bonds be affected by a greener Biden presidency?
Topic:
Diplomacy, Energy Policy, Oil, Pandemic, and Joe Biden
Political Geography:
Iraq, Middle East, Saudi Arabia, and United States of America