Reports & Papers

In the words of Walter White, Executive Secretary of the National Association for the Advancement of Colored People (NAACP) from 1929–1955, “Race discrimination threatens our national security. We can no longer afford to let the most backward sections of our population endanger our country by persisting in discriminating practices. We must meet the challenge of our neighbors, not only because discrimination is immoral, but also because it is dangerous.” What was true more than half a century ago continues today.

The ongoing COVID-19 pandemic is upending our lives and the global economy in ways unimaginable until recently. While the overall impacts are still difficult to quantify, ramifications are sure to be felt for decades to come. Providing secure, reliable, and affordable resources for all without causing devastating environmental consequences is perhaps the greatest challenge of the 21st century. But the pandemic has significantly altered dynamics and changed priorities. How is this impacting the quest for sustainability?

In this paper we analyze these challenges by focusing on the plastic industry. There is no doubt that plastic has molded society in many ways that make our lives easier and safer, but it has also created a global environmental and sustainability crisis. In order to curb our addiction to plastic, the world had been waging a war against virgin plastic, but the pandemic has turned an enemy into a much-needed ally. How can we leverage the advantages of plastic without contributing to the world’s environmental crisis? This dilemma poses a significant challenge, but also opens an opportunity to address sustainability at a systemic level through circularity and the transition to low-carbon alternatives to petroleum-based plastics.

To accelerate the global transition to a low-carbon economy, all energy systems and sectors must be actively decarbonized. While hydrogen has been a staple in the energy and chemical industries for decades, renewable hydrogen is drawing increased attention today as a versatile and sustainable energy carrier with the potential to play an important piece in the carbon-free energy puzzle. Countries around the world are piloting new projects and policies, yet adopting hydrogen at scale will require innovating along the value chains; scaling technologies while significantly reducing costs; deploying enabling infrastructure; and defining appropriate national and international policies and market structures.

What are the general principles of how renewable hydrogen may reshape the structure of global energy markets? What are the likely geopolitical consequences such changes would cause? A deeper understanding of these nascent dynamics will allow policy makers and corporate investors to better navigate the challenges and maximize the opportunities that decarbonization will bring, without falling into the inefficient behaviors of the past.

Churchill observed that the further back one can look, the farther ahead one can see. To help the Aspen Strategy Group look ahead to prescriptions for the U.S. in the current strategic competition with China, the organizers asked me to look back at previous great power rivalries. Specifically, they assigned me two Applied History questions:

• “What are the lessons from history we should be aware of when two great powers collide?” 
• “What should the U.S. learn from these to shape its policies on China?”

The future relationship between China and the United States is one of the mega-changes and mega-challenges of our age. China’s rise is the geopolitical equivalent of the melting polar ice caps – gradual change on a massive scale that can suddenly lead to dramatic turns of events.

In this Summary Report of a longer forthcoming work, former Prime Minister Kevin Rudd, a senior fellow at the Belfer Center, asks if this defining trend of the 21^st century can be managed peacefully? He argues that it can – if Washington and Beijing commit to placing their relationship on a stable, long-term footing.

Rudd's findings emerge from a major study he led at the Center on the possibilities and impacts of a new strategic relationship between China and the United States.