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.

This paper examines the domestic sources of the internationalization of national oil companies (NOCs) in China and India. It argues that—counter to notions of state-led internationalization—the going abroad of NOCs reflects a pattern of “coopetition,” i.e., the co-existence of cooperation and conflict between increasingly entrepreneurial NOCs and partially supportive and interventionist home governments.

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.

The last seven decades without war among the great powers – what historians describe as “the long peace” – is a remarkable achievement. “This is a rare and unusual fact if you look at the last few thousand years of history,” said Graham Allison, director of the Belfer Center and moderator of the IDEASpHERE panel “Winning the Peace.” “Furthermore, it is no accident. Wise choices by statesmen have contributed to ‘the long peace,’ which has allowed many generations to live their lives.”

In the lead-up to the nuclear security summit, Advancing Nuclear Security: Evaluating Progress and Setting New Goals outlines what was accomplished in a four-year effort launched in 2009 to secure nuclear material around the globe—and what remains to be done. The effort made significant progress, but some weapons-usable nuclear materials still remain “dangerously vulnerable." The authors highlight the continuing danger of nuclear and radiological terrorism and call for urgent action.

The Belfer Center’s Eben Harrell and Pulitzer Prize-winning author David E. Hoffman for the first time report the details of one of the largest nuclear security operations of the post-Cold War years — a  secret 17-year, $150 million operation to secure plutonium in the tunnels of Degelen Mountain.

A long-standing goal of diplomacy with Iran is persuading Iran to suspend its enrichment operations while it clarifies its past activities and while negotiations proceed on a more permanent resolution to the nuclear crisis. However, there is problem in using suspension of nuclear material production as a negotiating step: The technical details of suspension have never been clearly defined. The international community needs to be aware of the diversion risks during a suspension of enrichment activities and should mitigate these risks by including the necessary verification measures during negotiations and signing of any agreement on suspension.

Given the seriousness of the ongoing standoff on the Korean peninsula, South Korea's emergence as an active contributor to international security addressing challenges far from the Korean peninsula is a striking new development, marking South Korea's emergence as a producer rather than a consumer of global security resources. This volume outlines South Korea's progress and accomplishments toward enhancing its role and reputation as a contributor to international security.