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Begin New Search Political Geography Global Focus Publishing Institution Belfer Center for Science and International Affairs, Harvard University

1. Stimulating Clean Hydrogen Demand: The Current Landscape

Author:
Rachel Mural, Matt Floyd, Sebastian Berns, and Ai Takahashi
Publication Date:
02-2025
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
Hydrogen is expected to play an important role in the global energy transition as a chemical feedstock and fuel; when produced with renewable energy, hydrogen offers a means of decarbonizing hard-to-abate industrial processes and the heavy transportation sector.1 To support market growth, current hydrogen programs aim to expand clean2 (also called “green”) hydrogen production by providing substantial subsidies in the form of supply-side funding and tax incentives. In 2023, global public investments in clean hydrogen reached $308 billion, with the vast bulk of funding allocated to production-side support.3 While worldwide clean hydrogen production targets4 reached 27-35 megatons (Mt) in 2023, demand targets have stalled at just 14 Mt.5 This trend reflects regional asymmetries in production and demand uptake. Under current projections, demand for renewable hydrogen in Europe is expected to hit 8.5 Mt by 2030, far behind the region’s planned 20 Mt of supply.6 Similarly, although the passage of the United States’ (U.S.) Inflation Reduction Act (IRA) in 2022 spurred an explosion of announced clean hydrogen projects, project offtake has lagged behind policy ambition. Supply-side incentives alone are insufficient to build robust markets for clean hydrogen; therefore, stakeholders must investigate additional demand-side innovation policies to facilitate market growth and development. In the remainder of this brief, we summarize the hydrogen policy landscape in the United States and European Union (EU), concluding with an examination of the causes of demand-side stagnation in the clean hydrogen market.
Topic:
Environment, Science and Technology, Natural Resources, Regulation, Public Policy, and Hydrogen
Political Geography:
Global Focus, United States of America, and European Union

2. Harvard Project Releases Discussion Brief on Climate-change and Trade Policy

Author:
Michael A Mehling
Publication Date:
01-2025
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
Michael Mehling explores relationships among industrial policy, trade, and efforts to reduce greenhouse-gas emissions. Among his conclusions are that climate action is now tied to the rise of industrial policy; border carbon measures are seeing increased interest but are also controversial as tools of climate action; and, while trade and climate cooperation have evolved separately, they are increasingly intersecting.
Topic:
Climate Change, Industrial Policy, Trade Policy, and Greenhouse Gas
Political Geography:
Global Focus

3. Leveraging Charging Strategies to Reduce Grid Impacts of Electric Vehicles

Author:
Christine Gschwendtner
Publication Date:
05-2024
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
Electric vehicles (EVs) can challenge or support electricity systems depending on how they are charged. Uncontrolled charging may strain electricity systems, e.g., by increasing peak demand in the evening,1 which may require cost- and emission-intensive infrastructure investments, such as grid reinforcements and peak generation capacity. In contrast, controlled charging can benefit electricity systems by providing flexibility,2 e.g., by shifting charging demand away from evening hours. Controlled charging that combines technical solutions with heterogenous EV user behaviors, supported by charging infrastructure at diverse locations, e.g., at work during midday, and incentives, can reduce peak demand to avoid grid constraints and support the integration of renewable energy.
Topic:
Environment, Natural Resources, and Electric Vehicles
Political Geography:
Global Focus

4. Sodium: An Alternative to the "White Gold" of the Energy Transition?

Author:
Nicola De Blasio
Publication Date:
05-2024
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
As the world transitions towards low-carbon energy systems, scaling up clean energy technologies will drive demand for critical minerals and metals, such as lithium, nickel, cobalt, graphite, and rare earth elements. Stakeholders in the private and public sectors must work together to implement effective and efficient strategies, policies, and regulations to ensure that supplies are secure, reliable, sustainable, and equitable. Over the past years, the price volatility of minerals and metals has increased due to rising demand, supply chain disruptions, and concerns about tightening supplies. In addition, today’s markets are highly concentrated in a small number of countries. Although supply diversification investments are increasing, most near-term growth is expected from existing major producers, resulting in an even higher geopolitical risk.1 The transportation sector offers a stark example of these dynamics. Every year, the world increasingly relies on batteries. In 2022, electric vehicles (EVs) accounted for about 10 percent of global vehicle sales and are expected to reach 35 percent by the decade’s end.2 Announced policies around the world are accelerating these trends. For example, recent climate legislation in the United States is deploying billions into battery manufacturing and incentives for EV purchases.3 Lithium-ion batteries, a technology also used in computers and cell phones, power most EVs today. Typical of innovation cycles, years of development and deployment have resulted in significant cost reductions and improved performances. Today’s EVs are becoming increasingly competitive with internal combustion vehicles and can be driven for hundreds of kilometers between charges. Lithium is used in EVs because it is lightweight, has high energy densities, is relatively low maintenance, and can be repeatedly charged. From a market and geopolitical perspective, analysts estimate that lithium demand will increase tenfold before the end of this decade.4,5 In 2021, China dominated lithium global markets with 79 percent of all lithium-ion battery manufacturing capacity; this figure is expected to decrease slightly to around 65 percent by 2025 (see Figure 1).
Topic:
Environment, Natural Resources, Lithium, Batteries, Electric Vehicles, Energy Transition, and Sodium
Political Geography:
Global Focus

5. How Multimodal AI Could Retool Global Crisis Response

Author:
Ben Ellencweig, Jessica Lamb, Jon Spaner, and Mihir Mysore
Publication Date:
06-2024
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
Imagine this future scenario: as a hurricane develops, both its intensity and the timing of landfall are recalculated every hour on desktop-grade computers. The nature of the impact, including noncorrelated crises that may occur and second-order effects of the hurricane, are modeled through multiple scenarios on city-scale digital twins that have property-level granularity. The output of these simulations results in a clear set of trigger-based action plans that are tailored, verified through human-in-the-loop mechanisms, and sent to emergency responders, community leaders, government agencies, and potentially even residents in affected areas. Community leaders have access to tools that allow them to understand what to expect, what resources to leverage, and what actions may make the most difference. Homeowners receive targeted suggestions of how to protect their assets, avoid falling victim to fraud, and navigate post-disaster support. Disinformation campaigns get countered by fact-based automated outreach.
Topic:
Security, Science and Technology, Crisis Management, Artificial Intelligence, and Disinformation
Political Geography:
Global Focus

6. Biosecurity in the Age of AI: What’s the Risk?

Author:
Janet Egan and Eric Rosenbach
Publication Date:
11-2023
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
“The biggest issue with AI is actually going to be … its use in biological conflict,” according to former Google CEO, Eric Schmidt.[1] And he’s not the only AI expert worried. In his testimony before the Senate Judiciary Committee Subcommittee on Privacy, Technology, and the Law, the CEO of Anthropic, Dario Amodei, warned that in just two to three years, AI has the potential to “greatly widen the range of actors with the technical capability to conduct a large-scale biological attack.”[2] OpenAI’s Sam Altman has called for regulation on AI models “that could help create novel biological agents.”[3]President Biden’s recent Executive Order on Safe, Secure and Trustworthy Development and Use of Artificial Intelligence explicitly tasks relevant agencies with assessing the ways in which AI can increase, and potentially help mitigate, biosecurity risks.[4]But what exactly has experts and officials so worried?
Topic:
Defense Policy, Science and Technology, Biosecurity, and Artificial Intelligence
Political Geography:
Global Focus

7. Green Hydrogen Industrial Value Chains: Geopolitical and Market Implications

Author:
Nicola De Blasio and Laima Eicke
Publication Date:
02-2023
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
The global transition to a low-carbon economy and adopting the needed clean energy technologies at scale will significantly impact existing value chains1 and transform production-to-consumption lifecycles. Regulatory and business models will need to rapidly evolve to manage the resulting substantial cost challenges and dramatic shifts in stakeholder interactions while continuing to create value. Green hydrogen2 is likely to play a pivotal role in a carbon-free future, as its adoption will enable the decarbonization of energy-intensive industrial processes whose emissions are hard to abate through simple electrification—such as steel and cement production. However, to take advantage of the economic opportunities created by its adoption at scale, countries will need to rethink the roles they could play in a new energy landscape and define strategic industrial policies accordingly. Our research3 shows how successful industrial policies must reflect a country’s potential value chain positioning in future green hydrogen markets and elucidates macro geopolitical trends that could reshape international relations as countries compete for industrial leadership, market shares, and opportunities for job creation.
Topic:
Markets, Economy, Carbon Emissions, Value Chains, Hydrogen, and Green Economy
Political Geography:
Global Focus

8. Comparative State Economic Interventions in the Carbon Capture and Storage Market

Author:
Dillon W. Smith, Umang Bhattarai, and Wake Smith
Publication Date:
09-2022
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
An essential element in the portfolio of climate solutions required to rapidly achieve net zero emissions is flue gas carbon capture and storage, whereby carbon can be sifted from emission streams before it enters the atmosphere and safely sequestered in geologic storage systems. Despite its importance in the climate tool portfolio, flue gas capture capacity is currently much less than reasonable estimates of its potential. States around the world are searching for policies by which to incentivize emitters to invest in carbon capture and storage (CCS) and hasten the technology’s rollout. We survey five leading polities (United Kingdom, Netherlands, Norway, United States, and California) in their efforts to kick-start the deployment of CCS and assess the strengths and weaknesses of each territory’s scheme.
Topic:
Climate Change, Economics, and Carbon Emissions
Political Geography:
Global Focus

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. Technological Innovation and the Future of Energy Value Chains

Author:
Nicola De Blasio
Publication Date:
04-2022
Content Type:
Policy Brief
Institution:
Belfer Center for Science and International Affairs, Harvard University
Abstract:
The transition from energy systems dominated by fossil fuels1 to ones based on renewable electricity and carbon-free molecules will significantly impact existing value chains2 and forge new pathways and transformation steps from production to consumption. This transition will bring not only substantial cost challenges but also promises to dramatically alter stakeholders’ interactions along value chains. Technological innovation is driving dynamics not seen in the energy sector since the Industrial Revolution, and it will be key to accelerating the transition to a low-carbon economy while sustaining growth and achieving prosperity for all. But as new technologies develop to meet growing energy needs, understanding how these technologies will impact existing energy value chains is crucial for navigating the energy transition successfully. To elucidate these dynamics, we must first identify the key technologies3 driving disruptive change and then understand how their deployment at scale might impact existing value chains or cause new ones to emerge.
Topic:
Environment, Natural Resources, Innovation, Renewable Energy, Value Chains, Hydrogen, and Energy
Political Geography:
Global Focus