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1. 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

2. 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

3. 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

4. Supporting Water Programming in the Sahel

Author:
Conor M. Savoy and Alexandra Norris
Publication Date:
09-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
The Sahel region of Africa is one of the most climate-affected regions in the world. Temperatures are rising 1.5 percent faster than the global average rate. Increasing temperatures and irregular rainfall have resulted in regular droughts and floods that disrupt traditional agropastoral patterns and contribute to broader instability and fragility. Lake Chad, a crucial water and livelihood source for 30 million people in the Sahel, has shrunk by 90 percent since 1960, displacing 2.3 million people and creating a humanitarian crisis. Periods of prolonged and intense drought and improper land use have degraded much of the soil in the Sahel. In Burkina Faso, over one-third of farmland is degraded, meaning some land cannot sustain agriculture even when there is enough rainfall. A rapidly increasing population, coupled with the impact of climate change, means more people are competing for diminishing water resources. This results in a vicious cycle of population growth, land degradation, and food instability. The greater the population, the greater the demand for food and the greater the use of unsustainable farming practices, exacerbating food scarcity and demand for additional farmland. As the U.S. Agency for International Development (USAID) updates its water strategy, it is important to examine the interplay of economic and conflict fragility, irregular migration, climate change, and water availability in the Sahel to identify interventions for greater resilience. In a region like the Sahel, water is critical to resilience and adaptation to the effects of climate change. While water strategy is not a cure-all, it can improve outcomes for other challenges. The Biden administration recently announced the new Partnership for Global Infrastructure and Investment (PGII), an initiative to mobilize private capital investment in infrastructure. The four pillars of this initiative—climate and energy security, digital connectivity, health and health security, and gender equality and equity—could support additional investments in water infrastructure.
Topic:
Climate Change, Environment, Health, Water, and Infrastructure
Political Geography:
Africa and Sahel

5. 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

6. Convergence and Divergence: Multilateral Trade and Climate Agendas

Author:
William Alan Reinsch and Emily Benson
Publication Date:
03-2022
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
If the international community wants to make meaningful progress ahead of the 2030 deadline—which critics argue is still too late to avert global catastrophe—major global players should work together to reduce emissions at home and abroad. This paper discusses the politics of climate policy in the United States and how it is influenced by relationships with the European Union and China. It analyzes these international relationships through specific policies, namely subsidies, and assesses their reduction or removal in some cases and their reallocations in others. It also evaluates the politics and policy implications of carbon border adjustments, including their compliance with existing WTO rules. These trade policies allude to domestic industrial policies and how they can be adjusted to better combat climate change while complying with existing trade rules. In outlining policy options for the United States’ trade agenda, including how the European Union and China factor into these options, the paper assesses the probability that certain climate policies will ultimately materialize. The paper argues that unilateralism is insufficient and counterproductive in both trade and climate and that only through multilateral, legally compliant policy convergence can countries stave off environmental and economic collapse.
Topic:
Climate Change, Environment, International Trade and Finance, Multilateral Relations, and Multilateralism
Political Geography:
Global Focus

7. Recurring Storms Food Insecurity, Political Instability, and Conflict

Author:
Emmy Simmons
Publication Date:
01-2017
Content Type:
Special Report
Institution:
Center for Strategic and International Studies
Abstract:
Renewed and expanded international collaboration to anticipate and prepare for recurring storms of food insecurity is essential. Afghanistan, Nigeria, and Syria are examples that vividly underscore the explosiveness of situations in which people find themselves unable to get the food they want and need. The experiences of post-conflict countries highlight some critical issues that need to be prioritized in order to regain sustainable food security. Averting future storms will require the recognition that food security challenges will extend long beyond 2030, political leadership must be visibly committed to these issues, and actions to reduce fragmentation of effort will be critical.
Topic:
Climate Change, Environment, Food Security, and Political stability
Political Geography:
Global Focus