Reports & Papers

22 Items

A worker cleans glass panels of the Bank of China headquarters building near a decoration setup for the Forum on China-Africa Cooperation (FOCAC) in Beijing, Sunday, Aug. 26, 2018. Chinese President Xi Jinping will chair the forum held in the capital city from Sept. 3-4, 2023.

AP Photo/Andy Wong

Paper

China's 21st Century Aspirational Empire

| May 2023

This paper addresses the question of how the Chinese party-state chooses to exercise its economic, financial, diplomatic, military and soft power in the next 25 years will make a great difference to US national security and foreign policy, and to developments in the rest of the world. The paper makes three key points:

The core argument of this paper is that Beijing will likely aspire to pursue an empire-like position globally, not just seek an Asia-Pacific sphere of influence, and that this aspiration will founder. Achieving an empire-like position is both an imperative and is infeasible. The tensions between goal and reality will likely characterize China’s role in the world in coming decades and will be central to the difficulties of US-China relations. Second, there is heuristic value for US policymakers and analysts to consider a 20-year outlook on the rise of China that encompasses China’s pursuit of a global empire-like position. Third, paying close attention to how Beijing organizes its own government, corporate, and non-governmental organizations to seek an empire-like position will provide important signposts emerging tension and trends.

Electricians install solar panels.

AP/Mary Altaffer

Report Chapter - Brookings Institution

Mexico’s Energy Reforms: A Blow to Realizing the Most Competitive and Dynamic Region in the World

| Feb. 28, 2022

In late 2017, Mexico made headlines as Italian company Enel bid what was then a world-record low price for renewable energy in the country’s third such energy auction. This development was possible due to the historical and sweeping energy reforms passed with broad support in Mexico in 2013. Then-President Enrique Peña Nieto had succeeded where previous Mexican presidents had failed, reversing decades of resource nationalism and overhauling the energy sector through constitutional reforms that gave the private sector a larger role and advantaged renewable energy in Mexico’s economy. The 2017 auction seemed to indicate Mexico’s bright future not only as a conventional oil producer, but also as a clean energy power.

Tractors on Westminster bridge

AP/Matt Dunham

Paper - Institut für Sicherheitspolitik

The Global Order After COVID-19

| 2020

Despite the far-reaching effects of the current pandemic,  the essential nature of world politics will not be transformed. The territorial state will remain the basic building-block of international affairs, nationalism will remain a powerful political force, and the major powers will continue to compete for influence in myriad ways. Global institutions, transnational networks, and assorted non-state actors will still play important roles, of course, but the present crisis will not produce a dramatic and enduring increase in global governance or significantly higher levels of international cooperation. In short, the post-COVID-19 world will be less open, less free, less prosperous, and more competitive than the world many people expected to emerge only a few years ago.

Russia's Energy Foray into Asia: Implications for U.S. Interests

kees torn/Flickr

Paper - National Bureau of Asian Research

Russia's Energy Foray into Asia: Implications for U.S. Interests

| Dec. 12, 2018

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.

Solar panels at sunrise.

Karsten Würth

Paper - Belfer Center for Science and International Affairs, Harvard Kennedy School

The Geopolitics of Renewable Energy

| June 28, 2017

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.

Russian President Vladimir Putin looks on as he delivers his annual New Year address to the nation in Moscow, Russia, December 31, 2015.

Reuters

Paper - Harvard Business School

Russia: Tribulations and Toska

| March 28, 2016

Putin's third presidential term started in May of 2012. He had already served two consecutive terms in 2000-2008, switching places with Prime Minister Dmitry Medvedev in 2008-2012. Putin's first two terms composed a period of sustained growth, which provided empirical ammunition against criticism of his model. The freshman year of Medvedev's presidency coincided with the onset of a global economic crisis that exposed Putin's model to its first serious test.

ONGC Oil and Gas Processing Platform. Bombay High, South Field. Undersea pipelines carry oil and gas to Uran, near Mumbai, some 120 NM away.

Creative Commons

Discussion Paper - Belfer Center for Science and International Affairs, Harvard Kennedy School

Oil & State Capitalism: Government-Firm Coopetition in China and India

| October 2015

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.

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Report - AEI Press

The Russian Energy Outlook

| February 2015

This AEI report strives to shed light on these uncertainties with the aim of providing realistic scenarios for the global energy outlook to 2030. Goldthau's chapter finds that Russia will remain one of the world’s top energy producers and exporters, but its energy future will hinge on several factors outside of Moscow’s control, including Western energy sanctions and European regulations. Should Europe shift away from dependence on Russian energy, the Kremlin will feel more pressure to court China.

Russian and Chinese state representatives stand before the ceremonial ground-breaking of the Power of Siberia gas pipeline in Yakutsk, Russia, September 1, 2014.

Gazprom

Paper

The Sino-Russian Gas Partnership: Explaining the 2014 Breakthrough

| November, 2014

As Moscow’s relations with the West deteriorate, Putin seeks to show the world and the Russian people that he has alternative friends to the East. Be that as it may, the incentives leading to the mega deal were in place much earlier. This paper proposes a framework for assessing the deal along three dimensions: 1) gas trade and energy security implications; 2) regional- and global policy-related implications; and 3) prospects for the future.

Paper - Belfer Center for Science and International Affairs, Harvard Kennedy School

Booming Synergies in Sino-Russian Natural Gas Partnership

| May 2014

A central debate in the study of energy geopolitics concerns the relative importance of the Sino-Russian energy alliance and the lack of the long awaited deal in natural gas. The deadlock in natural gas is all the more puzzling when contrasted to the two countries’ flourishing ties in oil. In this paper, Morena Skalamera explores these developments by comparing the outcomes of the two deals and highlighting the distinctiveness of oil trade vis-à-vis gas trade.