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.

The flight-testing of the 60-kilometer (or 37-mile) Hatf-IX, or Nasr, ballistic missile in April 2011 has renewed controversy and debate about strategic stability and nuclear weapons in South Asia. Official statements issued by Pakistan’s Inter Services Public Relations Directorate (ISPR) claim that the Nasr was developed “to add deterrence value to Pakistan’s Strategic Weapons Development programme at shorter ranges.” The Nasr could carry “nuclear warheads of appropriate yield with high accuracy,” and had shoot-and-scoot attributes—essentially a “quick response system” that addressed “the need to deter evolving threats.”

In a new report from the Project on Managing the Atom, Senior Research Associate Hui Zhang finds that China has made important nuclear security improvements in areas ranging from its legal framework, to its approaches to physical protection and material accounting, to bolstering nuclear security culture. But China also faces ongoing threats. The possibility of insider theft of nuclear materials in China cannot be ruled out, espe­cially as China increasingly grows into a market-oriented society contending with corruption. Zhang also notes that Beijing faces a growing terrorism threat from separatists in China’s autonomous Xinjiang region.

In this new report, Preventing Nuclear Terrorism: Continuous Improvement or Dangerous Decline?, Matthew Bunn, Martin Malin, Nickolas Roth, and William Tobey provide a global reality check on nuclear security. They note that effective and sustainable nuclear security capable of addressing plausible threats is the single most effective chokepoint preventing terrorists from acquiring a nuclear weapon.

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.

"One category of nuclear material that has not yet been adequately addressed throughout recent Nuclear Security Summits is military stockpiles.2 Instead, the Summit process has focused primarily on reducing the risk of civilian nuclear material theft..."

The abstracts in this booklet summarise the research presented at an academic symposium convened on the sidelines of the 2015 NPT Review Conference. As we write this, journalists and seasoned experts in the nuclear policy field have been speculating about the particularly difficult challenges facing the Review Conference this year. To address those challenges, we would urge all concerned to consider the ideas and analyses presented at this symposium. Experts would be hard-pressed to find a better collection of fresh ideas and approaches for assessing and strengthening the NPT.

The United States could enhance or threaten China’s energy security but China was unsure of the U.S. intentions. China and the United States were both friends and potential foes. In the meantime, Russia’s own ambivalent relationship with the United States and its Western allies has worsened. In this context, China and Russia have grown closer. 

The shale gas revolution has changed the landscape of American energy – transforming the US from a country that was building billion-dollar terminals along its coasts to import liquefied natural gas (LNG) from countries like Qatar, to one that is reconfiguring those facilities to ex­port American natural gas as LNG around the world. Production of gas from shale has soared 1,200% over the past decade. In 2000, it accounted for only 1% of US natural gas production; by 2012, it was 39%. Many people in the American oil and gas industry will tell you that the unconventional boom is the most dramatic energy story they have witnessed in their careers. It has not only transformed the US energy picture, it has also encouraged a different perspective about the global supply picture.