Reports & Papers

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.

On June 23 and 24, twenty five experts met at Harvard University’s Kennedy School of Government under the auspices of the Geopolitics of Energy Project at the Belfer Center for Science and International Affairs. The group, which included experts from academia, the financial sector, government, and the energy industry, spent an evening and the following full day discussing and debating the possible energy implications of a nuclear deal between the P5+1 and Iran.

Even as this paper was being written and edited, U.S.-Russian relations have warmed and chilled. Today, as we are about to go to press, marks a particularly chilly period in recent history, with the cancellation of a planned Moscow Summit in September 2013. To some, this cold spell might signal an inapt moment to consider issues related to transcending mutual deterrence. Such a view would overlook the aims of the paper, which attempts to assess the central and enduring interests of the United States and Russia, the extent to which they coincide or conflict, and whether or not in light of these interests mutual deterrence should remain a fundamental feature of the relationship.

Twenty years ago Russia and fourteen other newly-independent states emerged from the ruins of the Soviet empire, many as nations for the first time in history. As is typical in the aftermath of the collapse of an empire, this was followed by a period of chaos, confusion, and corruption. As the saying went at the time, “everything is for sale.” At that same moment, as the Soviet state imploded, 35,000 nuclear weapons remained at thousands of sites across a vast Eurasian landmass that stretched across eleven time zones. 

Today, fourteen of the fifteen successor states to the Soviet Union are nuclear weapons-free. This paper will address the question: how did this happen? Looking ahead, it will consider what clues we can extract from the success in denuclearizing fourteen post-Soviet states that can inform our non-proliferation and nuclear security efforts in the future. These clues may inform leaders of the U.S., Russia, and other responsible nations attending the Seoul Nuclear Security Summit on March 26-27, 2012. The paper will conclude with specific recommendations, some exceedingly ambitious that world leaders could follow to build on the Seoul summit’s achievements against nuclear terrorism in the period before the next summit in 2014. One of these would be to establish a Global Alliance Against Nuclear Terrorism.

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."