Reports & Papers

This essay examines Russia’s growing role in Asia’s energy markets, assesses the implications for the U.S., and examines the claim that closer Sino-Russian energy ties are adding new incentives for a broader strategic alignment.

For a century, the geopolitics of energy has been synonymous with the
geopolitics of oil and gas. However, geopolitics and the global energy economy
are both changing. The international order predominant since the
end of World War II faces mounting challenges. At the same time, renewable
energy is growing rapidly. Nevertheless, the geopolitics of renewable
energy has received relatively little attention, especially when considering
the far-reaching consequences of a global shift to renewable energy.

The paper starts with a discussion of seven renewable energy scenarios
for the coming decades: the IEA’s World Energy Outlook 2016, the EIA’s
International Energy Outlook 2016, IRENA’s REmap 2016, Bloomberg’s
New Energy Outlook 2016, BP’s Energy Outlook 2016, Exxon-Mobil’s Outlook
for Energy 2016 and the joint IEA and IRENA G20 de-carbonization
scenario.

In the Foreword to this paper by Andrei Kokoshin, Belfer Center Director Graham Allison writes: "The global nuclear order is reaching a tipping point. Several trends are advancing along crooked paths, each undermining this order. These trends include North Korea’s expanding nuclear weapons program, Iran’s continuing nuclear ambitions, Pakistan’s increasing instability, growing doubts about the sustainability of the nonproliferation regime in general, and terrorist groups’ enduring aspirations to acquire nuclear weapons. Andrei Kokoshin, deputy of the State Duma and former secretary of Russia’s Security Council, analyzes these challenges that threaten to cause the nuclear order to collapse in the following paper."