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.

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.

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.

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.

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.

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.

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.